MONICA RUBIO

MONICA J. RUBIO

Alvarez Calderón 680,

Apartamento 203, San Isidro

Lima, Peru

Senior social protection economist, with several years’ experiencein designing, implementing and evaluating social programs in Latin America.Former Minister of Social Development and Inclusion in Peru, with responsibility for the design and implementation of policies in the area of social protection and inclusion; the execution of over a USD1 billionbudget,and the achievement of results in five national social protection programs,includinga conditional cash transfer, a school feeding, an early childhood development, and a non-contributory pension program in Peru.Areas of expertise include poverty reduction and social protection systems, conditional cash transfer programs, early childhood development, youth at risk and nutrition interventions. Strategic, managerial and leadership skills with significant years of analytical and research expertise, as well as policy design and implementation experience.Thorough understanding of the policy process, and proven facility to engage in high-level advisory dialogue and forge relationships with the public and private sector,academia, non-profits and media.Strong management and communication skills.Abilities in strategic thinking, problem solving and decision making in high-demand, high-pressure environments.Multilingualin English, Spanish and Portuguese.

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Education

1993-1996Ph.D. Economics, Duke University, North Carolina. December 1996.

Primary Fields of expertise: Public Finance and International Development and Finance. Secondary Field: Econometrics.

1991-1992M.A. Economics, Duke University, North Carolina.

1989-1990Candidate to the Licentiate degree in Economics.Pontificia Universidad Catolica del Peru. School of Social Sciences, Lima, Peru.

1987-1988B.A. Economics, Pontificia Universidad Catolica del Peru. Topped graduating class.

1984-1986Diploma in Liberal Arts-Humanities, Pontificia Universidad Catolica.

Academic Honors and Awards

1991-1996Thomas Jefferson Fellowship for Advanced Training in Economics (ATIE). U.S. Agency for International Development financed 100% of graduate studies in the U.S.

1994Tinker Field Research Grant, April 1994. Dissertation travel grant for research in Latin America.

1991Ford Foundation Award for Doctoral Studies, March 1991

1991The Economics Institute Fellowship. Boulder, CO, July 1991

Professional Experience

03/14-Office of the President, Peru Lima, Peru. Full Time

Senior Advisor to the President, Social Affairs

Advisor to Mr. Ollanta Humala Tasso, President of Peru, in the definition of the Peruvian agenda in social protection and inclusion, through conceptualization of a strategic vision.

  • Advice the President in what pertains to social policy, particularly that oriented to the poor and extreme poor population.
  • Follow-up social policy implementation, program execution and achievements of results, for early detection of the need to reform or adjust.
  • Work on social policy initiatives that require coordination among different sectors and/or government levels.

07/13-02/14Ministry of Social Development and Inclusion Lima, Peru. Full Time

Minister

Former Minister of Social Development and Inclusion in Peru, with responsibility for the design and implementation of policies in the area of social protection and inclusion; the execution of a budget of overUSD 1 billion, the management of over 6,000 employees in the national territory, and the achievement of results in five national social protection programs: (i) Juntos, a conditional cash transfer program: (ii) Qali Warma, a national school feeding program; (iii) Cuna Mas, a child care program, (iv) Pension 65, and a non-contributory pension program for the extreme poor, and (v) Foncodes, a rural development program for poor households in the Peruvian highlands.

As the sector’s highest authority, responsible for its political representation in front of Congress, press and civil society.Member of the Ministerial Cabinet responsible for the approval of laws that the President submits for Congress approval.

Highlights include:

  • At 97%, budget execution in 2013 was the second highest in the public sector, well above an 84% in year 2012.
  • Positioned Early Childhood Development as a social policy priority in the current administration,and within civil society through national awareness campaigns. Led the establishment of a high level, multi-sector commission to formulate the Early Childhood Development Plan 2014-2016, and the guidelines for the attention of early childhood.
  • Led the design and launched the “Fondo de Estimulo al Desempeño y Resultados Sociales (FED)”, for S/. 100 million. This fund will transfer grant resources to Peru´s regional governmentson conditionof their achievement of agreed-upon result targets related to child development. Led the design of a Social Innovation Fund that will foster private and public collaboration in order to overcome pressing challenges related to social inclusion, through innovative and sustainable solutions.
  • Led the design of a universal micronutrient supplementationprogram for children 6-36 months, in the face of increasing anemiain Peru.
  • Led the design of a “social programs neutrality” initiative, to prevent its political misuse during elections.
  • Worked on the reform of the national targeting system (on-going), including a new poverty measurement methodology, optimal targeting options, and their effects on social programs.Led the design of the Unified National Registry of Beneficiaries of Social Programs, soon to be published.
  • Social program reforms, including: (i) an in-depth revision of the national school feeding program, resulting in more strict provider requirements, strengthened supervision, use of technology for real time alerts, re-definition of main actors´ roles and responsibilities, and increased transparency in procurement processes; (ii) strategic reorientation of Cuna Mas, in issues such as the expansion of child care infrastructure and participation of the private sector in child care.
  • Sector representation tasks such as: presentations to Congress, (including 2014 budget proposal presentation, or formal Congress enquiries); media interviews and newspaper position notes; approval of internal management and human resource policies, leadership of top management meetings and high level coordination with international development community towards the identification of areas for collaboration, among others.

09/09-Inter-American Development Bank Bogota, Colombia. Full Time

Social Sectors, Vice-Presidency of Sectors and Knowledge

Senior Economist, Social Protection

Lead and/or contribute to the definition of theIDB strategic agenda in Social Protection in the Latin American Region,through high level analytical work, development of action plans and result frameworks.

  • Identify country needs for analytical and advisory services; lead anddeliver analytical work, including free standing economic and sectorstudies, economic analysis and impact evaluation of projects andprogram.
  • Lead and/or contribute to Country and Social Protection Sector Strategies, Poverty Assessments,Technical Notes, and/or public expenditure reviews.Author of several studies and technicalnotes (see publications).
  • Engage in dialogue with key representatives ofGovernment, academia, and donors on social protectionpolicy. Sole responsibility for dialogue on social protection andearly childhood issues in Panama and Colombia. Contributed andcarried out a high-level consultation of the IDB Human CapitalStrategy.
  • Analyze and interpret data from household surveys with a particularfocus on social protection, health and education sectors.

Leads and provides technical expertise in the design, and execution of loans and grants in theareas of: Conditional Cash Transfer (CCT) Programs, Social Safety Nets,Social Funds, and Early Childhood Development. Carry out or coordinatethe technical, institutional, economic and financial analyses of projects.

  • Team leader in the design and execution on of IADB operationsin Panama, Peru and Colombia in social protection, primary health, and poverty reductionprojects. Recent examples: Support to Familias en Accion (CO-L1059); Support to Panama Social Safety Net, Phase I (PN-L1007); Social Policy Reform in Peru, Phase II and III (PE-L1000 andPE-L1078); Support to Early Childhood DevelopmentPolicy Implementation in Colombia (CO-T1234); Support to Red Unidos andthe Social Safety Net in Colombia (CO-T1234); Facing Emerging Challengesin Conditional Cash Transfer Programs in Latin America (RG-T1800);Support Red de Oportunidades Implementation (PN-T1990); Design of EarlyChildhood Development Policy in Panama (PN-T1094), among others.

Design and develop projectspecific monitoring and evaluation (M&E) tools, and providesupport for theimplementation of M&E systems. Reports internally, to donors and to clients on results achieved.

  • Manage complex impact evaluations. Recent examples include: (i) Impact evaluation of Familiasen Accion; (ii) Impact Evaluation of astimulation/nutritionintervention in early childhood in rural Colombian municipalities; (iii)Baseline of Early Childhood Development Indicators for children 0-42months in Bogota, Colombia.
  • Monitor and report on project results. Reports to trust fund donors on the results of technical cooperationactivities.

Provides support on new, emerging social priorities inColombia and Panama, including implementation of the Victims’ Law (Ley deVictimas), teenage pregnancy, and the design of national early childhood strategies.

09/07-08/09Inter-American Development Bank Washington, DC. Full Time

Social Protection and Health, Office of the Vice-president for Sectors and Knowledge.

Economist

Lead and provide technical expertise in the conceptualization, development, and execution of loans in the areas of: Safety nets and Conditional Cash Transfer (CCT) Programs, Social Funds, and Social Risk Management in general; both at the national and decentralized levels of government. Carry out or coordinate the technical, institutional, economic and financial analyses of projects.Lead or participate in the preparation and presentation of project proposals.

Team member/Task manager in the following projects: Support to Plan Familias (CCT) in Argentina; Support to PRAF (CCT), Honduras; Support to the Social Development Strategy of the Brazilian Social Development Ministry (analytical and advisory services related to innovations in Bolsa Familia (CCT)); Support to the National Strategy for Children and Adolescents in Uruguay; Support To Social Reforms in Ceará, Brazil; At-risk Youth Program for the Municipality of Fortaleza; Parsalud Evaluation (Peru); Institutional Strengthening of the Social Development Ministry, Uruguay, among others. .

02/00-08/07Inter-American Development Bank Washington, DC. Full Time

Social Sectors, RegionalDivision.

Economist, Social Sectors

Lead, coordinate and provide technical expertise in the conceptualization, development, and execution of social sectors and poverty reduction country projects, sector loans and technical cooperation operations, both at a national and decentralized level. Carry out or coordinate the technical, institutional, economic and financial analyses of projects.Lead or participate in the preparation and presentation of project proposals.

Team member/Task manager in the following projects and sector loan operations: Program for the Development of Indigenous Communities in Chile (Origenes), (CH-L1014); Program for Decentralized Fiscal Adjustment and Maintenance of Social Spending (1019/SF-BO); Local Development and Municipal Fiscal Responsibility Program (BO-0190); Human Capital Promotion Sector Loan (BR-0360); Support Poverty Reduction Strategy Implementation (BO-0203); Social Security Reform in Bolivia (BO-0198); Malaria Program in Bolivia (BO-0197); various sector loans in Argentina, among others.

  • Responsible for the coordination of IDB’s support to HIPC/PRSP preparation activities in Bolivia, including Board presentations.
  • Play a leading role and contribute to key operational products (such as Country Assistance Strategies, major programmatic and adjustment loans).
  • Task manager, Poverty Assessment Documents for Uruguay and Chile.

08/97-01/00Inter-American Development Bank Washington, DC. Full Time

Country Division 2, Regional Division 1. Country Economist for Bolivia

Carried out analysis on macroeconomic and sector issues, prepared briefings for management and undertook advisory activities both inside the Bank and to the government. Responsible for the preparation of country strategy documents.Coordinated relations with other agencies and donors. Supported the preparation and participates in pre-programming and programming activities in Bolivia. Participated in the conduct of economic analysis of projects and sector loans.Attended loan and programming committees to provide management backup.

  • Prepared the poverty-focused Country Strategy Paper for Bolivia, covering the period 1998-2001.
  • Coordinated IDB’s participation in the Highly Indebted Poor Country Initiative (HIPC), including monitoring of debt and macroeconomic variables as well as social targets.
  • Analyzed the Bolivian Decentralization process, and provided advice to the government on municipal finance and local service provision models.

11/95-08/97Inter-American Development Bank Washington, DC. Full Time

Social Sectors Division, Regional Division 3. Junior Professional

  • Researched aspects of the financing of social services delivery, in particular the sources and uses of funds, the efficiency, incidence and sustainability of public expenditure and the incentive structure implicit in the organization and financing structures of the education and health sectors. Analyzed the implications of decentralization on social services provision. Prepared the first regional analysis of social sectors in Regional Division 3 of the IDB (includes ten Caribbean and Andean countries).

Capital Markets, Finance Department. Junior Professional

  • Analyzed credit risk of IDB’s transactions, mark-to-market swap operations and revisions of trading limits. Researched existing settlement risk measurements and potential sources of volatility. Proposed a new volatility measurement source and worked with Settlements in implementing changes in the Bank systems.

Office of the Chief Economist. Research Economist

  • Member of a team preparing the IDB’s Annual Report Special Chapter in 1996 titled “Making Social Services Work”.
  • Analyzed the evolution of social spending in Latin America, its sensitivity to business cycles and the effects of financing on outcomes in the social sectors, particularly Education and Health.
  • Monitored the economies of Honduras, Surinam and Barbados.

Summer 1995The World Bank, Operations Evaluation Department. Country Policy, Industry and Finance. Washington, DC. Summer Intern Full Time

  • Designed performance indicators which would effectively permit monitoring and evaluation of the results of the Bank's operations as well as allow for international comparisons in time (Project: Performance Indicators for the Evaluation of the Bank Activities in Selected Countries).
  • Analyzed the impact on public sector finances of forty countries which received Structural and Sector Adjustment Loans with fiscal conditionality (Project: Fiscal Management in Adjustment Lending).

Summer 1993The Ford Foundation, International Trade and Development, International Affairs Program, New York, New York. Summer Intern Full Time

  • Prepared policy memos on foreign aid and trade policy in the changing world order.
  • Assistant to the Program Officer: Reviewed and evaluated research proposals requesting funding for international trade and development topics.

Summer 1992Inter-American Development Bank, Plans and Projects Department, Washington, DC. Summer Intern Full Time

  • One of 25 graduate students selected out of over 600 applicants for the IDB’s summer internship program. Assigned to work on the Country Programming Paper for Mexico and Bolivia.

Summer 1992Duke University, Department of Economics,Durham, North Carolina.Research Assistant to Dr. Anne O. Krueger. Part Time

  • Researched trade data and trade dispute documents to examine third-party effects of trade agreements.

1988-1991Consultora Trabajo y Solidaridad, Economic Research Division,Lima, Peru. Associate Researcher. Full Time

  • Research and publications in poverty, social policy, labor markets and responses to macroeconomic adjustment policies.

06/88-08/88Macroconsult S.A., Department of Economic Studies,Lima, Peru. Analyst. Part Time

  • Followed the evolution of inflation, real wages and employment in Peru. Wrote articles for Macroconsult's publications, Reporte Economico Mensual (a monthly publication) and Reporte Economico Semanal (a weekly publication).

1987Centro de Estudios Para el Desarrollo y la Participación de la Mujer,Lima, Perú. Project Assistant.Full Time

  • Member of a student group selected from the Department of Economics to assist in the implementation of textile workshops for women living in shanty towns.

Teachingand AcademicExperience

currentPontificia Universidad Católica del Perú.Teaching Assistant.Part Time

  • Instructor of Development Microeconomics, at the Master Program in Economics
  • Member of the Board of (Research Proposals) Evaluators, of the Pontificia Universidad Católica del Perú.

1990-1991Pontificia Universidad Católica del Perú.Department of Economics,Lima, Peru.Teaching Assistant.Part Time

  • Instructed undergraduate students during four semesters in Introductory Economics, General Economics and Microeconomics.

Publications And Research documents

  • “Protección social y primera infancia en Panamá: nota para discusión por autoridades y actores del sector”. Notas técnicas # 324. With Marcela Gutiérrez, Maria Mercedes Liévano y Leonardo Pinzón., División de Protección Social y Salud, BID, 2011.
  • “Programas de Transferencias Condicionadas con pueblos indígenas en América Latina: un marco conceptual”. Notas técnicas # 322,Hernández Leonardo, Monica Rubio (coordinador). División de Protección Social y Salud, BID, 2011.
  • “Adaptación de programas de transferencias condicionadas con poblaciones indígenas”. Notas técnicas # p.d., WithHernández L. and Gutiérrez, M. División de Protección Social y Salud, BID, 2012.
  • “Red Unidos y Familias en Acción en el contexto del sistema de protección social Colombiano: estrategia de país 2011-2014” Notas técnicas # pd. With Gutiérrez, M. y Pinzón L. División de Protección Social y Salud, BID, 2011.
  • Atención integral a la Primera Infancia en Colombia. With: Pinzon, L.and Gutierrez, M.
  • Nutrición en Colombia. Nota sectorial para la Estrategia de País. With: Neufeld, L.; Tolentino, L, et. al.
  • Evaluación de Impacto de Familias en Acción en Medellín. With: Aguilar M, and Siza O. Bogota, 2009.
  • Que funciona? Lo que la evaluación nos dice sobre programas costo-efectivos de prevención de riesgo primario en la juventud. In: Reflexões para Ibero-América, Avaliação de programas sociais. Caderno EIAPP, Escola Nacional de Administração Publica, 2009.
  • Pobreza y Desigualdad en Chile: Antecedentes para la Construcción de un Sistema de Protección Social, Inter-American Development Bank, August 2006.
  • Gasto Público en Educación en Paraguay, Inter-American Development Bank, December 2005. Contribution chapter to Paraguay: Public Expenditure Review, World Bank, May 2006.
  • Gasto y Financiamiento de la Educación Superior en Paraguay, Inter-American Development Bank, Julio 2006
  • Pobreza, Red de Protección Social y Situación de la infancia en Uruguay, Interamerican Development Bank, March 2005.
  • Links between economic growth and poverty reduction in Bolivia. Social Sectors, Region 1, Inter-American Development Bank, 2001
  • Administración Fiscal Municipal y Descentralización en Bolivia, Social Sectors, Region 1, Inter-American Development Bank, 2001
  • Bolivia: Poverty Profile, with Herrán, C. Country Division 2, IDB mimeo, September 1997
  • Como organizar con éxito los servicios Sociales, with Maceira, D., Piras, C., and Savedoff, W. Fondo de Cultura Económica, 1997.
  • Health Sector Diagnostic for Region 3. Social Sectors Division, Regional Operation 3. Inter-American Development Bank, June 1997.
  • Making Social Services Work, in: Economic and Social Progress in Latin America. 1996 Report, Interamerican Development Bank. Johns Hopkins University Press. 1996
  • Políticas Públicas y Sectores Sociales en América Latina. (Social Sectors and Public Policy in Latin America). Background paper for Economic and Social Progress in Latin America 1996. Office of the Chief Economist, Inter-American Development Bank. July 1996.
  • Income Support Programs and the Poor. Office of the Chief Economist, Inter-American Development Bank. July 1996.
  • Los Ajustes. Peru 1975-1992. (Adjustment Measures in Peru: 1975-1992. Co-authored with Javier Iguiniz and Rosario Basay. Foundation Friedrich Ebert. First edition: March 1993, p. 1-276. (Refereed publication).
  • Tasa de cambio, precios e ingresos rurales (Exchange Rate Policies, Prices and Rural Income), in Debate Agrario No. 8, January-March 1990.

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