Series - Budget management

Identity area

Reference code

WB IBRD/IDA WB_IBRD/IDA_88-05

Title

Budget management

Date(s)

  • 1997 - 2001, 2004 (Creation)

Level of description

Series

Extent and medium

3.78 linear feet of textual records

Context area

Name of creator

Archival history

Immediate source of acquisition or transfer

Records were transferred to the Archives by the Education Team, Human Development Network (HDNED) in multiple transfers between 2001 and 2011, in accordance with approved records retention and disposal schedules.

Content and structure area

Scope and content

Series consists of records maintained by the front office of the Education Team of the Human Development Network (HDNED) related to fiscal year business planning and reviews in preparation for budget allocation and monitoring. Business plans were developed by the sector director and advisers and were subsequently endorsed by the Education Sector Board on which the director served as chair. Records were predominantly created between 1997 and 2001 by Directors Maris O'Rourke and Ruth Kagia and other senior staff including Bruno LaPorte, Jamil Salmi, and Sukai Prom-Jackson. The records provide contextual information about the organization of HDNED teams, the sector's thematic activities, strategic objectives, support to Bank regions, partnerships, spending, and lending.

Record types within the series include memoranda, hard copy emails, budget sheets, staffing lists, cost and expenditure tables, guidelines, hard copy presentation slides, HDN issues notes, and draft and final reports concerning the sector'sbusiness plans, mid-term review of work programs, and retrospective reviews. These records, particularly the reports that are in table form, detail the sector's various work programs, such as early childhood education, under which the program's various themes, activities, projects and outcomes, and regions of focus are outlined.

Correspondence is between HDNED director or other senior staff and the Human Development Network Vice Presidency (HDNVP), Human Development Network Operations (HDNOP), and Strategy, Finance, Risk and Resource Management (SFRRM) regarding the planning process and budget matters, and allocation of funds to the regions and HD anchor.

Series also includes a file from 2004 containing records related to global partnerships and programs, specifically preparation of the Development Grant Facility (DGF) work program, budget, and Global Program and Partnerships (GPP) portfolio review. Among the records are a hard copy presentation on DGF and proposed DGF budget FY05 to executive directors, hard copy emails attached to DGF summary information with budget requests and allocations, DGF work program task outlines, draft report, and DGF Council correspondence and reports on allocations for HDN. Correspondence is mainly between HDNED staff and DGF manager.

Appraisal, destruction and scheduling

Accruals

No further accruals are expected.

System of arrangement

Records are mostly arranged chronologically.

Conditions of access and use area

Conditions governing access

Records are subject to the World Bank Access to Information Policy.

Conditions governing reproduction

Records are subject to the Copyright Policy of the World Bank Group.

Language of material

  • English

Script of material

Language and script notes

Physical characteristics and technical requirements

Finding aids

An inventory list is available here.

Allied materials area

Existence and location of originals

Existence and location of copies

Related units of description

  • See Records of the Education sector - Education Sector Board records (WB IBRD/IDA WB_IBRD/IDA_88-04) for other records related to the sector board's involvement in budget activities.

  • See Records of the Education sector - Director and Front Office records (WB IBRD/IDA WB_IBRD/IDA_88-01) for related records regarding the sector work plan and strategy.

  • See Records of the Education sector - Grant and trust fund management (WB IBRD/IDA WB_IBRD/IDA_88-06) for records related to the sector's administration and monitoring of Development Grant Facility trust funds supporting global programs and initiatives.

  • See Financial Policy, Planning, and Budgeting (WB IBRD/IDA WB_IBRD/IDA_110) for recordsregarding Bank-wide programming and budgeting activities including budget policy development and planning.

Related descriptions

Notes area

Alternative identifier(s)

Access points

Subject access points

Place access points

Name access points

Genre access points

Description control area

Description identifier

Institution identifier

Rules and/or conventions used

Internal World Bank Group Archives rules

Disclosure status

Level of detail

Dates of creation revision deletion

21 May 2021

Language(s)

Script(s)

Sources

Accession area