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Country
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Year
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Project
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Client
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Jordan
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2008
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Advised and assisted a USAID project supporting the Government of Jordan to create a new national Environmental Fund; reviewed, revised and prepared wide range of documentation required for all aspects of the establishment and operation of the fund which will finance environmental protection projects in Jordan.
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USAID
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Albania, Bosnia & Herzegovina, Croatia, FYR Macedonia, Moldova, Montenegro, Serbia (including Kosovo)
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2007 - ongoing
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ADA
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Armenia
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2007
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Reviewed Armenia's system of economic and financial instruments for environmental protection with the aim of making recommendations to be included in the new National Environmental Action Plan (NEAP) then under preparation. Considered the cost-effectiveness of various measures being proposed in the new NEAP and discussed possible reforms with the Ministry of Nature Protection and UNDP.
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UNDP
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India
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2007
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Environmental Finance Expert for Urban Environmental Infrastructure in India. Participated in a Project Appraisal Mission for GTZ to identify priorities in urban environmental infrastructure in India. Responsible for examining and recommending options for the sustainable financing of urban environmental infrastructure and the use of economic/financial instruments for covering the costs of environmental infrastructure services and for reducing negative impacts on the environment.
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GTZ
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European countries, Caucasus and Central Asian countries
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2006 - ongoing
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Based on a mandate from the Swiss Federal Office for the Environment (FOEN), elaboration, publication and maintenance of a website information resource service about the "Environment for Europe" process. The website features detailed information on the sixth Environment for Europe Ministerial Conference held in Belgrade, Serbia, in October 2007, as well as information on the history of the Environment for Europe process, current mandates and organizational arrangements of implementing institutions, and summaries of completed and ongoing work implemented in various work areas of the process. View website.
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FOEN
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Mali
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2006
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Elaboration of options for Financing the EIA process and related Environmental Investments in Mali. Senior Environmental Finance Expert and Team Leader for this USAID funded project aimed at developing a financing mechanism to support implementation of the Environmental Impact Assessment process and related environmental investments. Included a review of lessons learned at relevant funding mechanisms in other transition/developing countries, fact-finding/study mission to Mali and recommendations for designing, establishing and operating a new funding mechanism.
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IRG, Ltd., USAID
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Moldova
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2006
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Preparation of a review of Moldova’s environment sector. Identification of a project pipeline of environmental projects for possible future support from ADA.
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ADA
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Vietnam
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2005 - 2006
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Feasibility of a new “Green Credit Line and Trust Fund” in Viet Nam. The scheme would provide a credit line of about 15 million USD (offered by up to 6 Vietnamese commercial banks), as well as a trust fund of about 5 million USD (capitalized partially by Seco). The scheme would finance environmentally sustainable technology in industrial companies, whereas the Trust Fund would provide both loan guarantees (in selected cases) and investment grants. Investment grants would be paid after successful installation of the technology. The level of grant payments would depend on the actual degree of pollution reduction or resource use reduction of each financed investment.
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Seco
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various countries
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2005
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Advice and assistance to the World Bank in developing guidelines for its support for industrial pollution abatement and control investments. As Environmental Financing Consultant to the Bank reviewed, edited and commented on draft guidelines for the Bank’s involvement in financing industrial pollution abatement and control investments. Critiqued the draft guidelines in light of OECD and EU experience and rules governing public funding for environmental investments in industry; prepared case-studies of environmental aid programs in “old” and “new” EU members.
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World Bank
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Vietnam
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2004 - 2005
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Advice to the Ho Chi Minh City Investment Fund for Urban Development (HIFU) and the Ho Chi Minh City Industrial Pollution Minimization Fund (IPMF). The work included advice on restructuring the HIFU and the IPMF taking into account best international practice in operating environmental funds, as well as the identification of international sources of finance, which could be used to further capitalize the HIFU and/or the IPMF. In addition, the work included an assessment of the environmental financing market in Vietnam.
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UNIDO, SIDA
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various countries
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2005
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Preparation of a strategic paper for Seco supported CPCs worldwide on financing Cleaner Production and environmental technology investments. By implementing this strategy, Cleaner Production Centres are expected to develop financing services for industrial companies. The provision of these services is expected to facilitate CP and EST investments.
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Seco
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Bulgaria
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2002-2005
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Design and preparation of a new Cleaner Production (CP) program in Bulgaria. Review of past and current CP activities in Bulgaria. Discussions with all relevant Bulgarian and international institutions and experts. Design of the implementation strategy and operational framework of the project. Design of the services to be offered under the project (focus on services related to environmentally sound technologies, financing of technology change and Corporate Social Responsibility). Review of Bulgaria’s industrial sectors. Preparation of the project budget.
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Seco
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Armenia, Azerbaijan, Belarus, Georgia, Kazakhstan, Kyrgyz Republic, Moldova, Russian Federation, Tajikistan, Turkmenistan, Ukraine, Uzbekistan
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2004 -2005
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Preparation of an OECD publication entitled “Financing Water and Environmental Infrastructure – The Case of Eastern Europe, the Caucasus and Central Asia”. The report contains analysis and data on the following subjects: environmental issues in EECCA; economic trends in the region; environmental expenditure; trends in demand for environmental finance; environmental financing strategies; public and private sector environmental spending; financing of municipal environmental infrastructure; foreign environmental aid to the region; environmental financing from capital markets.
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OECD
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Morocco
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2004
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Consultant to GTZ to present international experience and international good practice in operating eco-funds at a conference “Enviromaroc” co-organized by GTZ. Provided advice to GTZ and the Moroccan State Secretariat for the Environment related to discussions on establishing a new Moroccan Environmental Fund.
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GTZ
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Selected European countries
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2004 - 2005
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Survey of Public Environmental Funding Mechanisms in selected Western European and Central and Eastern Europe countries with a special focus on financial support they have provided to enterprises.
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World Bank
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Romania
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2004 - 2005
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Design and preparation of a new Cleaner Production (CP) program in Romania. Review of past and current CP activities in Romania. Discussions with all relevant Romanian and international institutions and experts. Design of the implementation strategy and operational framework of the project. Design of the services to be offered under the project (focus on services related to environmentally sound technologies, financing of technology change and Corporate Social Responsibility). Review of Romania’s industrial sectors. Preparation of the project budget.
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Seco
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United Kingdom
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2003
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Advice to the UK Treasury on the use of earmarked tax revenues for reducing amount of waste going to landfills, including the elaboration of options for recycling revenues generated by the tax back to the business sector so as to support measures to reduce the amount of waste landfilled and the assessment of the implications of the EU’s rules on state aid on possible revenue recycling schemes.
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ISL
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Croatia
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2002 - 2003
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Consultant to GTZ to provide expertise and advice to help establish the Environmental and Energy Efficiency Fund in Croatia. The following types of expertise was provided: institutional and strategic positioning of the Fund within the Croatian environmental financing market; drafting the Funds Statutes; elaboration of Fund staff profiles; development of the Fund’s short and long term spending strategies; development of the Fund’s project cycle policy; advice on Fund specific project cycle software; assistance in developing promotional material; assistance in designing and introducing new economic instruments which will provide revenues to the Fund, including CO2/NOx/SOx charges, a car registration charge, and other charges. Lead a team of international consultants to provide the above mentioned expertise.
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GTZ
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Bulgaria
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2002 - 2003
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Preparation of an in-depth review and evaluation of the Bulgarian National Trust Ecofund, a “debt-for environment” swap institution. Discussed the Ecofund’s work and performance with relevant Bulgarian and international institutions and experts. Elaboration of recommendations on further improving the Ecofund’s operations.
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GTZ
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Poland
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2002 - 2004
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Development of an Environmental Financing Strategy for investments required to bring the West Pomeranian Province of Poland into compliance with EU environmental directives, which involved assessing the cost of needed investments, existing supply of finance, options for raising additional finance, and, policy and institutional reforms to aid implementation of investments.
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DEPA, Milieu Ltd.
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Albania, FR Bosnia and Herzegovina, Bulgaria, Croatia, Kosovo, FYR Macedonia, Romania, Republika Srpska, Serbia and Montenegro
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2001 - 2003
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Advisor to GTZ’s REReP environmental program. Provided specific expertise for all specific projects under this GTZ program. Advice to the “Network of Environmental Finance Specialists in South East Europe”.
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GTZ
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Kazakhstan
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2002
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Development economist for preparing ADB’s new Country Environmental Assessment (CEA) on Kazakhstan. Drafted parts of the new CEA and elaborated recommendations for possible TA and lending from ADB.
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ADB, SWK
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Egypt
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2001 - 2002
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Preparation of the Egyptian Environmental Protection Fund’s first Annual Report and advice on revenue-raising mechanisms.
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IRG Ltd., USAID
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Poland
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2001 - 2002
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Design and preparation of a new Cleaner Production (CP) program in Poland. Review of past and current CP activities in Poland. Discussions with relevant Polish and international institutions and experts. Design of the operational framework of the project. Design of the services to be offered under the project (focus on investment intensive CP options as well as the financing of such options).
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Seco
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Russian Federation
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2001 - 2002
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Assistance to the Tomsk Provincial Environmental Protection Committee (Russia) on environmental expenditure reform to allow for more efficient and effective financing.
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UK DfID, SWK
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Romania
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2001
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Development of project cycle management options for the National Environmental Fund in Romania.
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IRG Ltd., USAID
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Lao PDR
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2001
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Feasibility and concept for a new National Environmental Fund in the Lao PDR to be established with proceeds from an ADB Loan.
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ADB
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Albania, Algeria, Bosnia and Herzegovina, Croatia, Cyprus, Greece, Egypt, Lebanon, Morocco, Serbia and Montenegro, Tunisia
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2000 - 2001
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Preparation of a questionnaire and methodology paper for a survey on the use of economic and financial instruments for combating land-based pollution to coastal areas of the Mediterranean region. Also chaired a conference on the use of economic and financial instruments for combating land-based pollution to coastal areas of the Mediterranean.
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PAP/RAC - UNEP
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Swaziland
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2000
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Review of draft legislation for a new National Environmental Fund in Swaziland.
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UK DfID, ERM
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Poland
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2000
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Analysis and recommendations concerning the opportunities and constraints for foreign investment in the water/wastewater sector in southern Poland.
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Kommunalkredit Austria AG
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Mexico
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1999
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Advice to Mexican government authorities on the establishment of environmental funds at the federal and state levels.
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World Bank
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Russian Federation, Georgia, Moldova
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1999 - 2001
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Peer Reviewer of methodology papers and reports concerning environmental financing strategies in Georgia and Moldova as well as two Russian regions, environmental expenditure studies in several NIS, and a study on the use of economic instruments in the Russian Federation.
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COWIconsult
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Armenia, Azerbaijan, Belarus, Georgia, Kazakhstan, Kyrgyz Republic, Moldova, Russian Federation, Tajikistan, Turkmenistan, Ukraine, Uzbekistan
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1999 - 2001
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Advisor for a OECD study on the use of economic instruments for environmental policy and natural resource management in the NIS. This involved advising and assisting the EAP Task Force Secretariat at OECD in preparing terms of reference and conducting a survey of economic instruments in 12 NIS.
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OECD
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Central and Eastern European countries, Newly Independent States (NIS)
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1999 - 2001
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Member of the Advisory Board to the Sofia Initiative on Economic Instruments (SIEI). Provided advice and assistance in the development and implementation of the 1999-2001 SIEI work program.
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REC
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Slovenia
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1999
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Review of the Slovenian Environmental Development Fund. Assisted in the preparation of the draft report resulting from an evaluation of the Fund conducted jointly by the OECD and EU Phare Programme.
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Integrated Skills, Ltd. (ISL)
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Belarus, Bulgaria, Czech Republic, Estonia, Hungary, Kazakhstan, Kyrgyz Republic, Latvia, Lithuania, Moldova, Poland, Russian Federation, Slovak Republic, Slovenia, Ukraine, Uzbekistan
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1998 -1999
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Sourcebook on Environmental Funds in Economies in Transition. Conducted extensive surveys of over 20 environmental funds in CEE/NIS, and wrote a regional analysis of the funds, published jointly by OECD and the EU’s Phare Programme (1999). Prepared terms-of-reference for the survey, edited final report and oversaw collection of information from funds.
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OECD, EU Phare programme
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Turkey, countries bordering the Black Sea
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1998
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Feasibility Study of a Black Sea Environmental Fund. Responsible for assessing the feasibility of the fund, analysing and recommending possible revenue sources, legal basis, annual and longer-term programming, institutional arrangements and project cycle management for the fund.
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Kommunalkredit Austria AG, European Commission (Phare/Tacis), the Global Environment Facility (through UNDP)
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Central and Eastern European countries
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1998
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Pollution Abatement and Control Expenditures in CEE. Helped co-ordinate the preparation and publication of this OECD report (1998) on the pollution abatement and control expenditures of six CEE countries. Contributed to development of the project terms-of-reference, reviewed draft reports, authored parts of the final report and assisted with final editing and publishing.
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OECD, DEPA
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Estonia, Hungary, Poland, Romania
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1998
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Case Studies of PPC Environmental Investment Projects in Estonia, Hungary, Poland and Romania. Helped prepare terms-of-reference, reviewed draft report and assisted with editing of the final report, published by OECD in 1998.
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OECD
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Czech Republic, the Russian Federation, Slovakia, Uzbekistan
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1998 -1999
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Synthesis Study on four National JI and CDM Strategy Studies (Czech Republic, the Russian Federation, Slovakia and Uzbekistan). Lead a team of nine international consultants. Co-wrote and edited the synthesis report, which included, among others: a critique of current national greenhouse gas emission scenarios in the surveyed countries; an evaluation of the potential size of a global market for carbon emissions trading; an evaluation of the proposed JI or CDM project pipelines in the surveyed countries; an evaluation of the methodological procedures applied in the reviewed National Strategy Studies; a critique of perceived institutional and financial resource needs in host countries to participate in JI/CDM; an analysis of key policy issues for JI/CDM implementation in host countries.
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World Bank, Finnish Government, Seco
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Czech Republic, Estonia, Poland
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1997 -1999
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Reviews of Selected Environmental Funds in CEE. Led in-depth evaluations of the Polish EcoFund, Estonian Environmental Fund and Czech State Environmental Fund, conducted by OECD in co-operation with the EU’s Phare Programme. Prepared terms-of-reference for the reviews, selected experts for the review teams, oversaw collection of background information, led review missions to funds, oversaw and reviewed input of review team members, principal author and editor of final reports, presented reports to relevant ministry and fund officials.
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OECD, EU Phare programme
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Lithuania
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1997 -1998
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Lithuanian National Environmental Financing Strategy. Prepared terms-of-reference, oversaw work of consultants, reviewed and edited the report which resulted from this study initiated by OECD’s EAP Task Force Secretariat and conducted in co-operation with the Lithuanian Ministry of Environment and the Harvard Institute for International Development.
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OECD, HIID
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Bulgaria, Czech Republic, Estonia, FYR Macedonia, Hungary, Kazakhstan, Kyrgyz Republic, Latvia, Lithuania, Moldova, Poland, Romania, Russian Federation, Slovak Republic, Slovenia, Ukraine, Uzbekistan
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1996 -1999
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CEE and NIS Environmental Fund Networks. Launched and co-ordinated these EAP Task Force Secretariat initiatives (OECD), later supported in CEE by EU’s Phare Programme. Supervised the organisation of several annual, region-wide meetings which brought together 50+ representatives of environmental funds, ministries of environment, international financing institutions, multi- and bi-lateral aid agencies, and independent experts to discuss issues of key importance for the funds and to facilitate institutional strengthening measures.
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OECD, EU’s Phare Programme
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Bulgaria, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Poland, Slovak Republic, Slovenia
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1996 -1999
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Joint OECD/EU Phare Technical Assistance Programme for CEE Environmental Funds. Helped design, supervise and implement this three-year programme. Besides activities mentioned above, the programme involved: consultations with all national environmental funds in CEE to assess institutional strengthening needs; the design and supervision of focused TA for selected funds; the organisation and facilitation of tri-lateral meetings for selected funds; planning and co-ordination of study visits by fund staff to other funds in CEE.
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OECD, EU’s Phare Programme
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Croatia, Estonia, Romania, Russian Federation
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1996 -1999
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Elaboration and publication of a report entitled “Improving Environment and Economy: The Potential of Economic Incentives for Environmental Improvements and Sustainable Development in Countries with Economies in Transition”. Designed the project and supervised the input of a team of contributing experts. Main author and co-editor of the English version of the report. Supervised the translation of the report into Estonian, Russian, Romanian and Croatian and arranged for targeted dissemination in those countries (12’000 copies in total).
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REC, DEPA
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Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Poland, Romania, Slovak Republic, Slovenia, FR Yugoslavia
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1996 -1999
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Elaboration and publication of the “Sourcebook on Economic Instruments for Environmental Protection – Central and Eastern Europe”, covering 13 CEE countries. Designed the project, led and supervised a team of some 20 contributing experts, co-authored and co-edited the final version of the report and arranged for publication and targeted dissemination.
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REC, DEPA
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Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Poland, Romania, Russian Federation, Slovak Republic, Slovenia, FR Yugoslavia
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1996 -1999
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Organized several expert workshops and contributed to numerous international meetings focusing on various aspects of the use of economic instruments for environmental policy in Central and Eastern Europe.
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REC, DEPA
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worldwide distribution
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1996 -1999
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Publication of a newsletter on “Green Budget Reform”: supervised the production of several issues of the newsletter and wrote numerous articles. The newsletter eventually reached about 1000 readers worldwide.
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REC, DEPA
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Lithuania
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1995 -1996
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Creation of the Lithuanian Environmental Investment Fund. Advised and assisted the Lithuanian Ministry of Environment in the creation of a new Environmental Investment Fund. Drafted an overall work programme for creation of the fund; prepared terms-of-reference for specific tasks necessary for the fund’s creation; drafted the fund’s statute and other supporting documentation; prepared options papers concerning the fund’s institutional foundation and relationship to commercial banks.
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Chemonics Intl., USAID
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Bulgaria
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1995 -1996
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Municipal Loan Programme for Financing Natural Gas Conversions in Bulgaria. Helped design a municipal loan programme which would allow a grant from USAID to be on-lent as soft-loans for the conversion of residential and other non-commercial heating facilities to cleaner, gas burning systems in the city of Stara Zagora.
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Chemonics Intl., USAID
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Central and Eastern Europe
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1995
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Elaborated a UNECE report on the use of economic instruments for environmental protection in CEE.
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UNECE
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Central and Eastern Europe
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1994
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Preparation of the publication “National Environmental Protection Funds in Central and Eastern Europe”. Project Manager, editor and contributing author of a report which includes case studies and a comparative analysis of funds in five CEE countries. Prepared terms-of-reference for the survey; collected information from the funds, co-ordinated overall report preparation.
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REC
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Central and Eastern Europe
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1993 - 1994
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Preparation of the publication “Use of Economic Instruments for Environmental Protection in CEE”. This was the first-ever produced international survey and comparative analysis on the use of economic instruments for environmental policy in CEE countries. Principal editor and contributing author of the report; supervised contributions from a team of consultants and officials; arranged for publication and dissemination.
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REC, FAEFL
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Note: Æquilibrium Consulting was founded in the year 2000. In the above list, all projects starting in 2000 or later were carried out under Æquilibrium Consulting. Projects started earlier were carried out by Æquilibrium Consulting's Principals for those clients (or employers) indicated in the column "Client".
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