- 1995 -2005 (Creation)
Level of description
Extent and medium
12.45 linear feet of textual records
Name of creator
Immediate source of acquisition or transfer
Records were transferred to Archives by the Education Team, Human Development Network (HDNED) in 2005 and 2011 in accordance with approved retention schedules.
Content and structure area
Scope and content
Series contains records of the Human Development Network Education Team (HDNED) and previous units related to the management of funds to support global and regional development initiatives. Records document financial support for various education programs under the Bank's Special Grants Program (SPG) as well as the Development Grant Facility (DGF) approved in fiscal year 1998 which later absorbed the SPG. Most records in this series relate to DGF-supported programs. The programs represented in the records were implemented by the Bank's development partners including United Nations agencies, international organizations, bilateral agencies, foundations, and the private sector. DGF programs consisted of: country-level activities; capacity building; knowledge initiatives such as organization of conferences and training; and collective action across countries on education sector priorities.
Partnerships and programs represented in the files include, but are not limited to: World Education Forum for the Education for All (EFA) program; United Nations Educational, Scientific and Cultural Organization Institute for Statistics (UIS) program of education statistics to monitor country-level progress towards EFA goals; Global Development Network (GDN) to support education research; Association for the Development of Education in Africa (ADEA) and knowledge initiatives; Forum of African Women Educationalists (FAWE); and International Programme for the Improvement of Educational Outcomes (IPIEO).
Records were createdand maintained between 1995 and 2005 by various HDNED staff primarily including Shobhana Sosale, senior education specialist and program manager for trust funds, Task Manager and Economist Elizabeth (Beth) King, Adviser Marlaine Lockheed, and Sukai Prom-Jackson. The records reflect the activities of program managers throughout the grant and trust fund cycle, including preparation and review of grant proposals for the sector board, handling communication with partner grant recipients, preparation of the Letter of Approval (LOA) issued by the HDN vice president, arranging disbursement of funds, and the audit and evaluation of programs. Other records reflect participation in Bank and externally organized conferences and workshops on trust funds, and the trust fund learning and certification program.
Files contain detailed information on grant and trust fund-related programs, activities, achievements, and partnerships and contain the following formats: internal memoranda; all-in-1 notes and email hard copies; incoming and outgoing letters; handwritten notes; draft and final proposals; partnership approval and tracking system (PATS) output reports; guidelines; recipients' annual, financial and technical reports; recipient and internal progress reports; expenditure statements; budget reports; funding data tables; agenda and minutes of meetings; background papers, some prepared by the sector; fiscal year education DGF strategy and programs draft paper; letters of representations; lists of program trust funds; and printed material produced by partner organizations.
Internal correspondence is mostly between the responsible HDNED program manager or director, sector staff, and sector board, and HDN vice president. The correspondence covers various matters such as: reviews of proposals including recruitment of external peer reviewers for proposals; survey data for DGF applications; feedback and comments on proposals, including from the Education Sector Board; reporting on priorities for use of trust funds; the Bank's trust funds management reform; and announcements of trust fund agreements from the Trust Funds and Cofinancing Department (CTF). Other correspondence and associated records, such as the draft DGF sector strategy proposal, detail how funding was shaped by the Education Sector Strategy Paper issued in 1999.
Hard copy emails between program manager Sosale and the DGF unit and with HDNED directors concern the disbursement of educational grant program funds and contain general details on proposed individual programs and fiscal year priorities for funding. Attached to these emails are score cards of proposals from DGF manager, submission summary report, and strategy reports.
External correspondence includes the LOA sent by HDNVP to the president or head of the partner and recipient organization, and letters or hard copy emails from the director and program managers about proposal preparation, use and disbursement of funds, and other matters and queries such as categorization of funding.
The series also consists of records related to the Bank Netherlands Partnership Program (BNPP, 1997 - 2003) that contain funding proposals for the Dutch Trust Fund, email hard copies and memoranda outlining prioritized proposals by Marleen Dijkman (HDNHE) and from Education Sector Board Secretary Margaret Amaral to HDN Vice President David de Ferranti. Records document activities, timeline, and costs of regional and global activities in the education sector such as girls education and EFA.
There are also files related to rejected proposals and task managers' meetings (2000 - 2001).
Appraisal, destruction and scheduling
Accruals are expected.
System of arrangement
Files are arranged by fiscal year or partner institution.
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
Script of material
Language and script notes
Physical characteristics and technical requirements
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Subject access points
Place access points
Name access points
Genre access points
Description control area
Rules and/or conventions used
Internal World Bank Group Archives rules
Level of detail
Dates of creation revision deletion
16 June 2021