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Ann Bartholomew
PROFESSION Economist
POSITION Principal Consultant, Mokoro Ltd.
NATIONALITY British
SUMMARY
Ann Bartholomew is a macroeconomist who specialises in public expenditure
management, aid management and international trade. She also has extensive experience
undertaking training and workshops and has more than ten years’ experience covering
consultancy and development work in the Pacific, Africa, Asia and Eastern Europe.
EXPERIENCE
Public Expenditure Management
• Development of medium term expenditure frameworks in Moldova and Jordan
• Public expenditure reviews in Kosovo and Albania.
• Development of sector expenditure strategies (MTEFs) in health in Bangladesh and the
Maldives.
• Supporting policy reform and planning in the education sector in Cambodia and a
review of education financing in Namibia.
• Evaluations of public expenditure management reforms in Vietnam and Cambodia
• Development of macro-fiscal frameworks in Moldova, Kyrgyzstan and Tanzania.
Donor Harmonisation and Aid Management
• Team leader of the Joint Evaluation of Budget Support Study in Vietnam.
• Deputy team leader of evaluation of Danish aid to Mozambique 1992-2005.
• Country case study of the potential for harmonisation of donor aid practices in
Vietnam as part of a wider OECD-DAC study.
• Review of the PRSC 1-5 process in Vietnam and recommendations for the design of
the next PRSC 6-10 phase.
• Developed and delivered a training course in Vietnam on Sector Wide Approaches for
the Forestry sector.
International Trade and Regional Integration
• Analytical studies of trade integration in Mercosur, focusing on trade, industrial and
investment impacts.
• Assessment of the revenue effects of regional integration under the EAC in Uganda
and advice on the EAC revenue sharing formula. In Tanzania advised on tariff policy
for EAC and WTO negotiations and fiscal implications of the proposed SACU-US free
trade area in Swaziland
• Study of the nominal and effective rates of protection and industrial competitiveness in
key sectors in Bangladesh.
• Carried out an institutional review of the trade sector for the Kenyan Ministry of Trade
• Assessment of the impact of a European Union Partnership Agreement (EPA) on
Suriname.
COUNTRY EXPERIENCE
Afghanistan, Albania, Bangladesh, Cambodia, Georgia, Gibraltar, Jordan, Kenya, Kosovo,
Kyrgyzstan, Maldives, Moldova, Mozambique, Namibia, Solomon Islands, South Africa,
Suriname, Swaziland, Tanzania, Uganda, UK, Vietnam.
Mokoro Ltd.
87 London Road, Headington, Oxford OX3 9AA, UK.
Tel: +44 1865 741241, Fax: +44 1865 764223 mokoro@mokoro.co.uk
Ann Bartholomew, Mokoro Ltd.
ACADEMIC AND PROFESSIONAL QUALIFICATIONS
PhD Economics, Institute of Latin American Studies, University of London, 2000
MSc. Agricultural Economics, University of East Anglia, 1989
BA (Hons.) Economics, Leicester University, 1987.
LANGUAGES
English Mother tongue
Spanish Intermediate (speaking), Intermediate (reading), Intermediate (writing)
Portuguese Basic (speaking), Basic (reading), Basic (writing)
CONSULTANCIES UNDERTAKEN
2009 Vietnam, Evaluation of the EC’s Country Strategy
Member of an evaluation team undertaking an evaluation of the EC country strategy from
1996-2008 to identify key lessons learned for future strategies and cooperation with
Vietnam.
2008/9 Sector Budget Support in Practice Study – Phase 2 for SPA (DFID-ongoing)
Team member involved in the development of a case study of lessons learned from sector
budget support in the health sector the Zambia.
2008 Review of Effectiveness of PBAs
Review of the effectiveness of programs delivered through government systems using the
program based approach and the appropriateness of risk management strategies under the
Ausaid bilateral program in Vietnam.
2008 European Parliament Study of ‘The Use and Monitoring of Budget Support’ (EU
Parliament)
Comparative analysis of the use and monitoring of budget support by five selected
donors/agencies and their corresponding Parliaments, covering decision-making
procedures, risk assessment and monitoring and evaluation. Development of guidelines and
recommendations to improve effective parliamentary oversight of budget support.
2008 Sierra Leone, Consultant, Support to the PRSP II Process (DFID)
Support to the government in drafting and costing the PRSP II. Improving governance and
reducing corruption was a major theme of the PRSP.
2008 Vietnam, Consultant, Design of Impact Evaluation for Targeted Budget Support
(DFID)
Finalising a framework for targeted/sector budget support.
2007/08 Mozambique, Deputy team leader, Evaluation of Danish Aid 1992-2006 (Danida)
Specific responsibility for Perception Study, data management and overview of total donor
contribution, and support on private sector development, public finance management and
reform, donor strategies and gender issues.
2007 Lesotho, Team member, Aid Effectiveness Study (Irish Aid)
Report examining how development partners can improve the effectiveness of their aid to
Lesotho, with particular reference to Irish Aid and DFID.
2007 Maldives, Consultant, Development of an MTEF for the Health Sector (Government
of the Maldives)
Assistance to the Ministry of Health to develop a Medium Term Expenditure Strategy for
the Health Sector.
2007 Vietnam, Consultant, Scoping Study to Design an Evaluation Framework for
Targeted Budget Support (DFID)
Design of an evaluation framework to assess targeted budget support to National Targeted
Poverty programs for education and program 135-2.
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Ann Bartholomew, Mokoro Ltd.
2007 Georgia, Consultant, Civil Society Policy Reform (DFID)
Support to civil society organizations to better understand and engage in the budget
process.
2007 Jordan, Consultant, Medium Term Expenditure Framework (World Bank)
Support to the General Budget Department of the Ministry of Finance to develop an
MTEF.
2006 Vietnam, Review of the PRSC Process (World Bank)
Team Leader of study to provide a review of the PRSC 1–5, to inform the design and
operation of the PRSC 6–10 cycle.
2006 South Africa, Team Member, Evaluation of Irish Aid South Africa Programme 2004-
2006 (Irish Aid)
Evaluation of the Irish Aid country programme focusing on the education, and health
sectors and cross-cutting issues.
2006 Namibia, Consultant, Mid-term Review of SIDA/EC Support to the Education Sector
(EC)
Review of budget support operations to the education sector and assessment of financing
modalities to determine if funding was supporting sector objectives and priorities.
2006 Kosovo, Consultant, Development Strategy and Plan (DFID)
Preparation of a macroeconomic framework for the strategic planning process through
supporting a local economist network.
2006 Cambodia, External Reviewer, External Advisory Panel, Public Financial
Management Reform (World Bank)
Member of the External Advisory Panel undertaking a review of the performance of the
Public Financial Management Reform Programme.
2006 Afghanistan, Consultant, Support to the Counter Narcotics Trust Fund, Ministry of
Counter Narcotics (DFID)
Assistance with capacity development within the Ministry of Counter Narcotics to manage
the Counter Narcotics Trust Fund, to design projects and programmes and undertake
monitoring and evaluation.
2005 Mozambique, Speaker, Presentation on General Budget Support (CABRI)
Presentation to the CABRI seminar on the Evaluation of Joint Budget Support Study
2005 Vietnam, Speaker, PRSC Stocktaking Exercise (World Bank)
Presentation on General Budget Support and key findings from the Joint Evaluation of
Budget Support Study to feed into the PRSC Stocktaking exercise
2005 Albania, Team Member, Public Expenditure and Institutional Review (World Bank,
funded by DFID)
Member of a team carrying out the PEIR, with specific responsibility for reviewing the
medium-term macro and expenditure frameworks
2005 Suriname, Consultant, Economic Partnership Agreement (EPA) (EC)
Undertook a study of the trade policy of Suriname and the likely impacts on the economy,
both sectoral and fiscal, of reciprocal tariff reductions through an EPA with the EU.
2005 Kosovo, Team Member, Public Expenditure and Institutional Review (DFID)
Member of a team carrying out the PEIR, with specific responsibility for reviewing the
medium-term macro and expenditure frameworks.
2004 Cambodia, Consultant, Deconcentration of Provincial Budgets (World Bank)
Review of provincial budget operations including revenues and expenditures, budget
programming, implementation and formal and informal practices. Identification of
strengths and weaknesses of financial management practices and recommendations for
system reforms.
ABartholomew-General(February2009) Page 3 of 7
Ann Bartholomew, Mokoro Ltd.
2004/05 Vietnam, Team Leader, Joint Evaluation of General Budget Support (DFID)
Team Leader of evaluation assessing the effectiveness of general budget support on
poverty reduction in Vietnam, as part of a large (seven-country) study. Undertook the
partnership analysis focusing on issues of donor harmonisation and alignment.
2004/05 Vietnam, Consultant, Social Obligations Specialist (Government of Vietnam)
Assisting State Owned Enterprises to transfer social obligations as part of a restructuring
process.
2004 Cambodia, Consultant, Education Sector Development Program (ADB)
Support to policy reform and planning in the education sector. Review of macro-financing
and sector fiscal framework, analysis of the broader macroeconomic context and
development of policy and financing options.
2004 Swaziland, Consultant, Fiscal Restructuring Project (EC)
Assessment of the revenue implications of the proposed SACU-US free trade area and the
corresponding fiscal and macroeconomic implications and sectoral impacts. Particularly
the impacts on the labour market and the industrial sector. Preparation of negotiating briefs
and offensive and defensive lists of products.
2003 Bangladesh, Consultant, Assistance to the MTEF/PIP Process in Health (DFID)
Assistance to the Ministry of Health Family and Welfare to strengthen the financial and
economic aspects of the PIP and MTEF process. Development of the resource framework
and evaluation of policy and strategy in the health sector.
2002-04 Moldova, Consultant, Support to Medium Term Budget Planning (DFID)
Long-term assistance through repeat visits to the Ministry of Finance to implement the
MTEF process in key ministries. Strengthening capacity for fiscal and revenue analysis and
macro-fiscal forecasting. Development of strategy in pilot ministries (education and health)
and linkage of the MTEF process to the PRSP.
2003 Tanzania, Training Leader, Training on Tax Modelling and Revenue Forecasting
(World Bank)
Preparation and delivery of a training course for the Tanzanian Revenue Authority on
methods of tax modelling and tax revenue forecasting.
2003 Tanzania, Consultant, Revenue Modelling and Forecasting (World Bank)
Development of tax revenue models for the Tanzanian Revenue Authority to strengthen
forecasting of VAT, income tax, trade revenues and to provide a macro-fiscal framework.
2003 Uganda, Consultant, Study of the EAC Common External Tariff and Revenue Sharing
Mechanism (Norad)
Evaluation of the revenue impacts of the introduction of the EAC common external tariff
and implementation of free trade between EAC member countries. Advised on an
appropriate tariff revenue sharing mechanism for the EAC.
2003 Tanzania, Consultant, Tariff Policy Study for EAC and WTO Negotiations (DFID)
Analysis of the tariff structure of Tanzania comparing nominal and effective rates of
protection. Assessment of international competitiveness of key industrial sectors and
simulations of the impact of the EAC common external tariff on effective rates of
protection.
2003 Bangladesh, Consultant, Study of Trade Protection and Industrial Competitiveness
(DFID)
An assessment of the trends in competitiveness for the industrial, services and processing
sectors in Bangladesh to identify actual and potential competitive sectors and sub-sectors
within the Bangladesh economy and determine levels of trade protection and trade bias
across sectors.
ABartholomew-General(February2009) Page 4 of 7
Ann Bartholomew, Mokoro Ltd.
2003 Kenya, Consultant, Institutional Review of the Trade Sector and Pro-Poor Trade
Policy (DFID)
A review of Kenya’s capacity to formulate, negotiate and implement pro-poor trade policy.
This included an audit of trade policy capacity within government, the private sector and
civil society and recommendations to strengthen the capacity of relevant organisations to
formulate, implement and monitor pro-poor trade policy measures.
2002 Vietnam, Consultant, Ho Chi Minh City Block Grant Pilot Study (World Bank)
Evaluation of public expenditure management reforms and associated administrative
reforms being piloted by the Government of Vietnam. This comprised the decentralisation
of budgets to HCMC districts and and assessment of budget reallocations changes in
expenditure and the impact on employment and service delivery.
2002 Kyrgyzstan, Consultant, Medium Term Budget Framework (DFID)
Assistance to the Macro Department of the Ministry of Finance in implementing an MTEF
in key ministries, macroeconomic forecasting and the development of the resource
framework and macroeconomic indicators for the Medium Term Budget Framework 2003-
2005.
2002 Vietnam, Team Member, OECD Best Practice Study (IDD)
Member of a team undertaking a country case study of donor practices and donor
harmonization as part of a wider OECD study.
2002 Vietnam, Training Leader, Sector Wide Approaches Training (Finnish Ministry of
Foreign Affairs)
Preparation and delivery of a training course on SWAps in the foresty sector for the
Ministry of Agriculture in Hanoi. This included course design, preparation of materials and
course organisation.
2001-02 UK, Research Fellow in Economics, Centre for Brazilian Studies (University of
Oxford)
Research project examining the impact of macroeconomic reform, stabilisation and trade
liberalisation on the Brazilian economy. Assessment of the employment impacts and
effects on the industrial sector.
2001 Kosovo, Consultant, Training Needs Assessment (DFID)
Scoping study of in-service support needed for staff in the Department of Reconstruction
and Central Fiscal Authority involved in core planning and budgeting functions.
2001 Vietnam, Training Leader, Sector Wide Approaches Training (Finnish Ministry of
Foreign Affairs)
Delivery of a training course on SWAps in the forestry sector for the Five million Hectare
Reforestation Partnership for middle and top management in the ministry of Agriculture
and Ministry of Finance and Investment in Hanoi.
2001 Vietnam, Development Advisor, Technical Working Group on Gender, Ministry of
Agriculture, Hanoi (SNV)
Technical advice on gender mainstreaming to the Technical Working Group on Gender.
Assisted in the development of proposals for research, policy advice, capacity building and
training with respect to mainstreaming gender in MARD programmes and departments.
2000 Kosovo: Comprehensive Development Framework
Public expenditure management training and assistance in compilation of comprehensive
development frameworks to support the preparation of annual budget and investment
programming. Assistance in the policy formulation process for the departments of trade
and industry, education and labour.
2000 Vietnam: Visiting Lecturer and Research Fellow, Dutch-Vietnamese project at the
National Economics University of Vietnam
Undertook research on poverty, gender and trade liberalisation and carried out a variety of
academic duties.
ABartholomew-General(February2009) Page 5 of 7
Ann Bartholomew, Mokoro Ltd.
1999 Vietnam: Dutch-Vietnamese project at the National Economics University of Vietnam
Responsible for the establishment of a postgraduate course on International Trade and
Development involving course and materials design, delivery, assessment and training of
counterpart staff.
1999 UK: Study of Regional Integration in Latin America
Member of a team undertaking a study of the economic impacts of regionalism in Latin
America and the Caribbean. Carried out a case study of Mercosur and its external macro-
economic relations assessing levels of trade creation and trade diversion, intra-industry
trade and foreign investment flows.
1998 UK/Latin America: EU-Latin America Trade and Investment Relations
Study of trade and investment relations between the European Union and Latin America.
Case study of Mercosur-EU trade and investment relations.
1995-00 UK: Senior Lecturer, Economics Division, Business School, South Bank University
Teaching and research in International Trade Policy, Regional integration and
Development Economics. Course management and administration experience.
1993-95 Senior Evaluation Officer, Evaluation Department, Overseas Development
Administration, London
Review and evaluation of projects funded by the British aid programme in Asia, Africa and
Eastern Europe.
1990-92 Solomon Islands: Manager, Research Department, Development Bank
Analysis of bank lending policies, evaluation of overall bank strategy, including
compilation of bank policy reports and recommendations to the Board of Directors.
Financial, economic and social appraisal of projects, including industrial, infrastructure and
small-scale rural development projects.
1989-90 Loans Officer, Gibraltar and Iberian Bank, Gibraltar
1987-88 Marketing Officer, International Banking Division, National Westminster Bank
PUBLICATIONS
Bartholomew, A., Lister S., Mountfield, E. & Nguyen, M. Crossing the River by Feeling the Stones:
Vietnam’s Experience with Block Grant Budgets, International Journal of Public Administration, Vol
28. 2005
Bartholomew, A & Lister, S. Vietnam: Can a Strong Consultative Framework Offset Weak Govern-
ance? in Public Administration and Development, Volume 25, No 5, 2005.
Bartholomew, A. ‘The Decoupling of Argentina and Brazil by the Financial Markets’, Oxford
Analytica, December 2001.
Bartholomew, A.‘Trade Creation and Trade Diversion: the welfare impact of MERCOSUR on
Argentina and Brazil’ Centre for Brazilian Studies, University of Oxford Working Paper Number
CBS-25-02, 2002
Bartholomew, A. ‘MERCOSUR and the Rest of the World’ in V. Bulmer-Thomas (Ed) ‘Regional
Integration in Latin America and the Caribbean (LAC): An Evaluation of the Political Economy of
Open Regionalism’, 2001.
Bartholomew, A. 'Trade and Investment Relations between the European Union and Latin America: A
Case Study of Mercosur in 'Procesos de Integración en América Latina: Perspectivas y Experiencias.
(eds.) Buve, R & M. Wiesebron, CEDLA, 1999.
Bartholomew, A. 'An Analysis of the Impact of Argentine Membership of Mercosur', Revista Aplicada
de Economia, July, vol. 2, No 2, 1998.
Bartholomew, A. & Begg, I. Policy Assignment in the European Union, Innovation, Vol. 9, No 2,
ABartholomew-General(February2009) Page 6 of 7
Ann Bartholomew, Mokoro Ltd.
1996.
Bartholomew, A. ‘Copying Brussels in Buenos Aires', European Brief, Oct 1995.
ABartholomew-General(February2009) Page 7 of 7
