CURRICULUM VITAE. Language Reading Speaking Writing. English Hungarian German 3 3 5

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1 CURRICULUM VITAE TYPE OF EXPERTISE: 1. Family name: Jókay 2. First names: Károly (Charles) Zoltán 3. Date of birth: Passport holder of: Hungary 5. Education: Institution [Date from - Date to ] University of Illinois, Urbana-Champaign September, May, 1990 Degree(s) or Diploma(s) obtained: Doctor of Philosophy (Ph.D.) in Political Science (minor in International Economics) Master of Arts in Political Science (1986) University of Michigan, Ann Arbor September, 1981-April, 1984 Bachelor of Arts in Economics 6. Language skills: (1 native, 5 basic) Language Reading Speaking Writing English Hungarian German Membership in professional bodies: Member, Government Finance Officers Association (GFOA, Chicago) and Hungarian Economics Association; Member, Managing Board, Clean Water Dunavarsany Ltd., a water and wastewater operator serving 25,000 people in a suburban area South of Budapest; Founder and Board Member, Jokay Family Foundation, Budapest. 8. Other skills: Certified public procurement expert (Hungary). 9. Present position: Managing Director, IGE Consulting Limited, a Budapest-based advisory firm concentrating on municipal debt regulation, public policy reform, public budgeting and financial management, economic transformation, municipal infrastructure finance, municipal debt adjustment and bankruptcy, as well as service delivery reform in Bosnia-Herzegovina, Hungary, Macedonia, Poland, Serbia, Turkey, Romania, Russia and since 2009, India, Namibia, South Africa and Botswana. Visiting Professor ( ), then Adjunct Professor (since August, 2010) in the Department of Public Policy, Central European University, teaching courses in public management, comparative public budgeting and municipal infrastructure finance. 1 January, 2011

2 10. Professional experience (major assignments only) Location Company& reference person 1 (name & contact details) Position Description August, 1999 to current date Full time employee of IGE since Aug, 1999 August, 2010 to date Budapest, Hungary (and SE Europe) Serbia IGE Consulting Limited, Charles Jokay, jokay@ige.hu Municipal Support Programme IPA 2007, Good Local Governance, Planning and Service Delivery Project, Christian Weltzien, christian.weltzien@gtz.de Managing Director, Lead Consultant on Full-time basis Lead Municipal Finance Expert Managing Director, IGE Consulting Limited, a Budapest-based advisory firm concentrating on public policy reform, public budgeting and financial management, economic transformation, municipal finance, municipal debt and bankruptcy, as well as service delivery reform in Bosnia- Herzegovina, Hungary, Macedonia, Serbia, Turkey, Romania, Russia and other transition countries. Lead researcher and preparation of a feasibility study on the introduction of municipal bonds in Serbia (delivered, Oct. 2010). This included: reviewing existing work on municipal bonds in Serbia and agree cooperation with relevant projects, assessing the legal and policy requirement, cconducting a stakeholder survey, carrying out a demand assessment, conducting a risk analysis, providing assessment on conditions, constraints, options & contingency. The report concluded with specific recommendations. The second phase involves producing and implementing a work plan, including activities, timescales and indicators, to enable the 3-5 participating municipalities to take forward the pilot initiative on municipal bonds based on the findings of the feasibility study 1 The Contracting Authority reserves the right to contact the reference persons. If you have any objection to this fact, kindly state so and provide a justification 2 January, 2011

3 June, 2010 to date Bosnia- Herzegovina BH Experts, Sabina Dervisefendic, and Irina Faion, Open Society Institute, Municipal Revenue Expert Preparation of study and policy recommendations for optimization of direct tax revenues and income tax sharing for the Republika Srpska Municipal Association. Done in cooperation with the Association, the Governance Accountability Project (GAP-USAID), with the support of OSI-Budapest. March-May, 2010 January, January, 2011 Poland Hungary World Bank, Task team leader Christine Kessides, World Bank, Task team leader Lili Liu, Senior Municipal Finance Expert Senior Municipal Finance Expert Prepared a policy note evaluating the status of medium to long term municipal credit in Poland. The objectives of this consultancy are twofold: (i) assessment of the supply and demand for medium-long term municipal credit, (ii) identifying the role of the World Bank as a provider of long term credit and/or non-lending assistance (e.g. capacity building). The objective of the assignment is to prepare a monograph that contains a detailed analysis of the legal, regulatory and institutional framework governing the insolvency of subnational entities in Hungary. The purpose of the guide is to provide detailed, practical information about the insolvency proceedings in Hungary. To this end, the guide will go beyond an examination of the legislation to include specific references to practical experiences surrounding insolvency of such entities. June, 2009 to Aug India World Bank, Delhi and Washington. Task team leader: Roland White, rwhite@worldbank.org Senior Municipal Finance Expert Senior consultant on several bank studies on improving the municipal borrowing framework in 4 Indian states and at the Union level. Responsible for analytic study and recommendations, as well as reviewing the work of several local consultants on legal and financial matters. (June, 2009 to June, 2010). April, 2009 to December, 2009 Namibia, Botswana, South Africa Swedish Association of Local Authorities and Regions (SKL), Hakan Gustaffson, Managing Director. hakan.gustafsson@skl.se Municipal Finance and Budgeting Expert The P3 (participation, partnership, progress) project implemented by SKL and co-funded by the EU and SIDA, works with three municipal associations. Produced tariff calculation model, budget guide, assessment reports, and revenue analysis models for implementation by local partners. (May, 2009 to May, 2011). 3

4 December, 2008 Macedonia ARD,.Inc. Gjorgi Josifov, Team Leader, Municipal Finance Advisor Provided technical advice to the Public Debt Working group, and proposed new debt approval procedures for the Macedonian Ministry of Finance s Rulebook on Municipal Debt. (December, 2008). Project supported by Local Government Activity (MLGA), U.S. Agency for International Development, Skopje. October, 2008 to January 2009 Banja Luka, Bosnia and Herzegovina Governance Accountability Project II, Brankica Lenic, blenic@bihgap.ba Consultant Prepared spreadsheets, checklists and amendments to operationalize the Republika Srpska s Act on Borrowing (October 2008 to date). (Funded by Open Society Institute. Governance Accountability Project II. Phase, Banja Luka.) November-December Serbia Bosnia Swiss Development Cooperation, Olivier Bovet, olivier.bovet@sdc.net Jacek Krolikowski, jkrolikowski@undp.ba Team Leader Technical Advisor Team Leader of an assessment of Swiss Development Cooperation s Municipal Support Project, Kraljevo and Belgrade, Serbia, Technical advisor on public administration reform, municipal finance, budgeting and debt policy to UNDP PAR project in Bosnia (2006), 2005 Bosnia Martin Bowen, m.bowen@pkfproject.ba DFID Budget Support Project in Bosnia (2005), assisted in the preparation of Medium Term Expenditure Frameworks for three tiers of government. Conducted training and consulting on assessing the impact of VAT imposition upon budget users Macedonia Bekim Ymeri, bymeri@worldbank.org World Bank municipal utility reform project Macedonia (2007). prepared financial diagnosis of municipal utility sector. October, 2008 to January, 2010 Serbia Francois Boulanger, fboulanger@worldbank.org a. World Bank municipal utility reform project Serbia (start October, 2008) technical support to Inter-Ministerial Working Group. b. b.review muncipal bond disclosure standards and assess creditworthiness of potential bond issuers and other obstacles to municipal debt in Serbia. 4

5 August 2004-July 2007 Bosnia and Herzegovina Governance Accountability Project, Hakan Gustafsson, Deputy Chief of Party, Municipal Finance Advisor Municipal Finance Advisor to the USAID-SIDA Governance Accountability Project (GAP) in Bosnia-Herzegovina, In residence one week per month August 2004-July 2007 in Sarajevo, supervising consultants working on: municipal budget preparation guides, designing budgeting and accounting software for municipalities, municipal revenue maximization toolkits, as well as assisting municipalities in preparing loan applications for capital projects. Supervising the design of cost accounting software to be integrated into municipal financial management software provided by GAP. Oct-Nov Bosnia and Herzegovina USAID Bosnia and Herzegovina, Marc Ellingstad, Lead Investigator Lead investigator, Local Government Assessment of Bosnian local government commissioned by the USAID mission to BiH.). This assessment formed the basis for the design, establishment and performance indicators of the future GAP project (described below) , Serbia and Romania Development Alternatives, Inc, Bethesda, MD. Steve Rosenberg, Advisor Advisor to the Serbia Local Government Reform Program in Belgrade,, and in Romania for the Governance Reform and Sustainable Partnership Program (GRASP) August, 1996 July, 1999 Budapest, Hungary The Urban Institute, Washington, DC, Kate Mark, Director Director, Center for Civic and Municipal Innovation, a US Agency for International Development-funded three year, nearly $1 million (US) project of The Urban Institute (Washington), aimed at collecting, documenting, and disseminating innovations in program budgeting and local fiscal reform, municipal management, municipal-ngo cooperation, and municipal inter-local cooperation. 5

6 August, 1994 August, 1996 Budapest, Hungary Ministry of Interior, Republic of Hungary (no current contact as project ended in 1996) Project Director: Tom Cochran, Municipal Capital Markets Development Advisor Municipal capital markets development advisor to the Ministry of Interior and to the Ministry of Finance, in Budapest, Hungary, reviewing municipal infrastructure project finance procedures and basic financial laws and regulations, especially those related to basic environmental infrastructure such as water and sewage. Law on Targeted and Addressed Infrastructure Grants (1997. Securities Law (1996): a section on mandatory disclosure requirements for public issues of municipal bonds was added as suggested by the candidate Municipal Debt Adjustment (Bankruptcy) Law (1995): led team of local and international experts on writing this new law. Municipal Debt Service Limit (1995). Municipal Audit Requirement in Local Government Law: 6

7 11. Other relevant information (e.g. Publications in English only, others written in Hungarian about municipal asset management, budgeting, bankruptcy, rate-setting etc. available by request) With Katalin Veres-Bocskay, Only in Hungary: Experiences with Municipal Debt Adjustment and Suggested Regulatory Changes, in Public Finance Quarterly (Published in Budapest in English and Hungarian), Vol. LIV, No. 1 (January, 2009), pp Evaluated municipal financial management and capital improvement software on behalf of the Turkish Ministry of Interior, October-November 2005, under a project funded by UNDP. Compared software used in the US, EU-15, EU- 10 with software developed organically in Turkey. Improving Budgetary Procedures and Service Performance in Selected Pilot Administrations, Assignment Report on Computerised Tools in the Areas of Multi-Year Local Government Investment Planning, November see Municipal Bankruptcy Framework and Debt Management Experiences , with Gabor Szepesi and Gyorgy Szmetana, in Mihaly Kopanyi, Deborah Wetzel, and Samir El Daher, editors, Intergovernmental Finance in Hungary: A Decade of Experience , co-published in Budapest and Washington by The World Bank and the Local Government and Public Service Reform Initiative, Open Society Institute, Financial Desk Reference and Budget Guide for Local Governments in Serbia, managing editor, Serbia Local Government Reform Project, Development Alternatives, Inc., Policy Recommendations for Returning and Transferring Property to Local Government in Serbia, in Gabor Peteri, editor, From Usage to Ownership: Transfer of Public Property to Local Governments in Central Europe, Open Society Institute-Local Government Initiative, Budapest: Also appeared in shorter form in Serbian language, published by the Serbia Local Government Reform Project, Municipal Debt Management and Bankruptcy Intervention in Hungary : Policy Suggestions for Russian Federation Legislation, with Gabor Szepesi, manuscript prepared for Institute for Urban Economics, Moscow, Capital Investment Funding in Hungary, in Ken Davey, editor, Investing in Regional Development: Policies and Practices in EU Candidate Countries. Budapest: Open Society Institute, pp Recasting Hungary s Act on Targeted Grants in Anticipation of EU Accession: Recommendations prepared for the Local Government Economic Affairs Department, Ministry of Interior. Project lead and managed by Charles Jokay with three co-authors supported by the British Know How Fund Public Administration Reform Project, August 31, Local Government in Bosnia and Herzegovina, in Emilia Kandeva, editor, Stabilization of Local Governments, Budapest: Open Society Institute, pp Study on Co-Financing Environmental Investments in Hungary, co-authored with Wolfgang Hackl, Kathrin Kienel- Mayer, and Gabor Szepesi. PHARE Institution Building Programme for Hungary. Twinning Project No. HU 98 IB EN 02. Prepared on behalf of the Ministry of Environment, December Barriers to Private Sector Participation in Financing Environmental Infrastructure in Hungary, with Gabor Szepesi and Laszlo Asztalos, Prepared for The World Bank Subnational Development Program (SNDP), July January, 2011

8 Advisory Note on Regulatory Framework Issues: Municipal Borrowing in Bosnia and Herzegovina, co-authored with Matt Glasser. Research Triangle Institute, March 2000, prepared for The World Bank Local Development Program (Bosnia and Herzegovina). 8