FIRM PROJECT REFERENCES

Social Development and Inclusion


  • Belize – Design and Implementation of a Single Information System of Beneficiaries (SISB) – Designed a Single Information System of Beneficiaries for Belize, including construction of the Beneficiary Targeting Index, design and population of the Single Beneficiary Registry and conducting household survey in the Stann Creek and Toledo Districts, (Ministry of Economic Development, Commerce and Industry and Consumer Protection, 2010 -2012)
  • Bosnia & Herzegovina – SOSAC II – Policy Reform of Disability Programs -Reviewed the programs of well-being and disability of the pension system and analyzed the costs. An actuarial model was prepared to measure the obligations of the State and to propose alternatives to the current system (World Bank, 2001-2002)
  • Bosnia & Herzegovina – Social Insurance Technical Assistance Project (SITAP): Social Insurance Administration Advisors (Sub-Component 1.2) – Provided services to assist in improving the efficiency and effectiveness of the social insurance contribution collection, reporting, control and enforcement system; assisted in the development of a more transparent system of reporting by extra-budgetary social insurance funds; assisted in the creation of the the policy and legal framework for expanded social insurance coverage; recommended improvements in pension expenditure management; and, organized study tours and training (Federation of Bosnia And Herzegovina and Republika Srpska, 2004-2006)
  • Bosnia & Herzegovina – Social Sector Technical Assistant Credit (SOTAC) – Technical Assistance for Reform of Social Assistance and Disability Programs – Articulated and implemented a social welfare strategy to address the challenges of social and child protection systems that led to reforms in social and child welfare policies, institutional arrangements, and financing strategies. This reduced the sharp disparities in coverage of the current safety net, and adjusted inherited legislated entitlements to focus on core programs more consistent with existing fiscal and institutional capacity(PIU PELRP of Federation Bosnia and Development and Employment Foundation Ministry of Health – Federation of Bosnia and Herzegovina, 2002-2004)
  • Bosnia & Herzegovina –Social Insurance Technical Assistance Project (SITAP) Developing Policy Framework for Social Insurance Component: Subcomponent 1.5b – Horizontal Functional Review and Process Redesign – Reviewed the organizational arrangements, structures and systems for the design, coordination and evaluation of pension policy and pensions administration within and between key Government Ministries; evaluated the remits and functions of relevant Government Ministries and agencies; and, recommended specific systemic steps and reforms to improve policy making, coordination and the effectiveness of pension administration within and between each Ministry (WB, 2004-2005)
  • Bulgaria – Strategic Information Technology Plan for the Unified Collection Agency (URA) – IOS’s Director of IT assisted in the preparation of a Strategic Information Technology Plan for the Unified Collection Agency (UCA) in Bulgaria, which covered an assessment of the current information systems, architecture and organizational structure of the UCA (World Bank, 2001-2002)
  • Caribbean – Eastern – Assessment and Conceptual Design of a Regional Health Management Information System – Determined business requirements and developed a detailed conceptual design for a Regional Health Management Information System in the Organisation of Eastern Caribbean States (OECS, 2011-2012)
  • China – Pension Reform -Component A : Development of Administrative System and the Legal, Regulatory and Supervisory Framework Underpinning the New Pension System – Assisted in the implementation of the administrative system for the unified pension system; provided advice on appropriate design, including software and hardware needed for the implementation of an efficient pension system administration; assessed proposals and presented recommendations for legal reform needed to implement pension system reform; provided advice and assistance on the implementation of the regulatory and supervisory system for the pension system; continued assessment of actuarial, financial, and economic implications of reforms (ADB/Ministry of Finance, 2000 – 2001)
  • Cook Islands – Review of Pension (Superannuation) and Insurance Schemes – Engaged on a technical assistance to review and revise the current superannuation pension and insurance schemes, as well as welfare benefits covering public and private sector employees with regard to their breadth of coverage, adequacy and comprehensiveness of the benefits and protection provided, as well as funding and long-term sustainability (Asian Development Bank, 2001)
  • Jamaica – Process Reengineering of Pension Payment Process – Introduced substantial innovations in the structures and processes involved in pension administration and management of all public employees, reducing the time to calculate and process pension payments from 332 days to a maximum of 30 days from the effective retirement date (Government of Jamaica / Ministry of Labour and Social Security/ Ministry of Finance 2009-2010)
  • Jamaica – Sustainable Financing and Reform of the Health Sector to Improve Effectiveness, Efficiency and Quality of Care – Defined policies and developed strategic and implementation plans to inform projects/programs intended to protect and enhance the health gains of the population, particularly Jamaica’s most vulnerable groups, in a sustainable and efficient manner (IDB, 2012-2013)
  • Kazakhstan – Capacity Building for Pension Reform Project TA No. 2910-Kaz – Assisted in the training and capacity building/ strengthening for the implementation of a financial management,
    accounting and administrative reporting system for the National Pension Agency, the oversight agency for pension funds companies in Kazakhstan (ADB, 2008-2009)
  • Maldives – Enhancement of the Social Security System – Reassessed the existing social welfare and social security benefits, identified various issues on sustaining a viable financing structure, prepared a social policy framework in line with this sustainable financing model and existing budgetary constraints, and devised a new budgetary and public expenditure framework in line with existing cash and in-kind benefit entitlements (Asian Development Bank, 2002-2003)
  • Montenegro – Pension System Administration Investment Project – Increasing Tax and Contribution Compliance – participated as a sub-contractor to Arthur Anderson. With the goal of increasing tax and contribution compliance, the IOS team designed extended business processes related to central registration of insured persons and taxpayers (legal and physical entities), while capturing all relevant information for effective and efficient tax and contribution collection, control and enforcement as well as capturing data needed for core functions of the extra budgetary funds (pension, health and unemployment) (Ministry of Labor and Social Affairs, 2005-2007)
  • Nicaragua – Nicaraguan Social Investment Fund – managed the annual investment plan for the Nicaragua Social Investment Fund and assisted local entities with proposal writing and implementation of projects. IOS played an integral role to help the Nicaraguan Government obtain grant proposals for funding of projects, which led to more than 32 loans and grants worth more than US$ 500 million from bilateral and multi-lateral sources of funding including USAID, OPEC, EEC, and JAPANGRANTS (FISE Nicaragua, 2001-2005)
  • Republic of Georgia – FIRST Initiative – Georgian Insurance Supervisory Strengthening – the overall goal of the FIRST Initiative project was to develop a well-supervised and regulated insurance industry in Georgia, in order to meet the demands of the economy for risk protection and help stimulate investment growth. IOS was responsible for the insurance and supervisory capacity diagnostic of the project, as lead firm under the IQC award (The Insurance State Supervision Service (ISSS), 2003-2004)
  • Romania – Design of the Pension Payment System for the Second and Third Pillars – Conducted a survey to support the Romanian Ministry of Labor, Family and Equality of Opportunities and other policy makers in analyzing and deciding on the policy tools that ensure adequate and guaranteed benefits for participants in the funded Second and Third Pillars, tailoring international best practices to the country context (Ministry of Labor, Family and Equality of Opportunity, 2008-2009)
  • Solomon Islands – Strategic Review of Solomon Islands National Provident Fund – Identified key policy issues to be addressed as well as deficiencies in the organization, including in legislation and finance, and provided recommendations and strategies for strengthening the National Provident Fund (World Bank, 2000)
  • Ukraine – Design of the Ukraine Social Investment Fund (USIF) system of social care service micro projects – Undertook an institutional and organizational capacity assessment of the USIF, which included the Fund Operational Manual and the Project Handbook Guidelines, and proposed changes related to the economic analysis of projects, selection mechanism of service providers and formats and data gathering for the monitoring and evaluation system. Also devised a conceptual framework for developing the Institutional Key Performance Indicators at both levels central and regional governments (Oblast) (Ukraine Social Investment Fund)
  • United Arab Emirates – Assistance in the Development of New Pension Legislation for the Emirate of Abu Dhabi – Worked on the implementation of a new 3-pillar pension system designed in Abu Dhabi, adding Mandatory and Voluntary Defined Contribution tiers to a Defined Benefit tier (Abu Dhabi Pension Fund, 2011)
  • Vanuatu – Comprehensive Reform Program: Vanuatu National Provident Fund – Conducted a training needs assessment, provided on-the-job training and deliver capacity building workshops to the Vanuatu National Provident Fund (ADB, 2002)
  • Vietnam – Developing the Social Security System Component B – Led a project to establish a social security system in Vietnam with expanded coverage and financial sustainability. The firm was also responsible for strengthening the institutional capacity of Vietnam Social Security (VSS), as well as upgrading its asset management policy (Asian Development Bank, 2004-2007)
  • Vietnam – Vietnam Social Security Administration Modernization Project (SSAMP) – Undertook a review and conducted high-level business process reengineering to establish business needs for a new Vietnam Social Security Information System (VSSAIS). Laid out a conceptual framework for the
    development of such a system to inform the design of the SSAMP, including capacity building of VSS and PMU Staff (Vietnam Social Security/The World Bank, 2011-2012)