Serie - Grant and trust fund management

Área de identidad

Código de referencia

WB IBRD/IDA WB_IBRD/IDA_89-05

Título

Grant and trust fund management

Fecha(s)

  • 1984 - 2000 (predominant 1991 - 1999) (Creación)

Nivel de descripción

Serie

Volumen y soporte

26.46 linear feet of textual records

Área de contexto

Institución archivística

Historia archivística

Origen del ingreso o transferencia

Records were transferred to the Archives in 2001 and 2005 by the Health, Nutrition, and Population Team (HDNHE) according to approved records retention and disposition schedules.

Área de contenido y estructura

Alcance y contenido

Series consists of records created and maintained by the Health, Nutrition, and Population Team of the Human Development Network (HDNHE) and previous units responsible for managing and monitoring grants to partnership programs. Records in this series document financial support for various programs primarily under the Bank's Special Grants Program (SPG) created in 1982, as well as the Development Grant Facility (DGF) approved in FY1998 which later absorbed the SPG. The management of funds and the activitiesfinanced were supervised by HDNHE and its predecessors beginning with the Population, Health, and Nutrition Department (PHN, 1979 to 1987). The programs were implemented by the Bank's development partners in the form of country-level operations, knowledge initiatives, advisory services, and collective action across countries on PHN sector priorities.

Partnership programs represented in the files include, but are not limited to: World Health Organization (WHO) for the Human Reproductive Program (HRP) and Stop TB (Tuberculosis); UNAIDS and WHO for HIV/AIDS; Commonwealth Medical Association (CMA) and Population Council for Safe Motherhood activities; Global Fund for Women and Female Genital Mutilation (FGM) programs; and International Council for Control of Iodine Deficiency Disorders for (ICCIDD) iodine nutrition control initiatives. Other SPG- and DGF-supported programs addressed malaria (Roll Back Malaria), disease testing, family planning and contraception, and organization of conferences, training, andstudies across the sectors.

The records reflect the activities of HDNHE program managers throughout the trust fund cycle, including preparation and review of grant proposals for the sector board or predecessor committees, handling communication with partner grant recipients, preparation of the Letter of Approval (LOA) issued by the HDN Vice President, arranging disbursement of funds, and evaluation of programs. Files contain substantive information on health, nutrition, and population programs in the formof: internal memoranda; all-in-1-notes; incoming and outgoing letters; handwritten notes; draft and final proposals; recipients' annual, financial, and technical reports; recipient interim reports; budget reports; minutes of meetings; background papers, some prepared by PHN; and printed material produced by partner organizations.

Correspondence is between the responsible HDNHE or predecessor unit program manager and the president or head of the partner organization. Internal memoranda are addressed toand from the sector program manager, sector director, and other sector staff including the Population Policy and Advisory Service Group (PPAS, established in 1992 in the PHR Front Office). Other Bank groups represented in the memoranda are the Special Grants Oversight Committee Secretary, DGF Secretariat, and others. The correspondence and memoranda cover matters including proposals or reports received the grant recipient's use of funds or surplus funds, legalities of budget guidelines, and comments on theLOA. The accounting and disbursement data are mostly presented in memoranda between HDNHE or predecessor unit and the Office of the Vice President and Controller (CTRVP).

There are also chronological files (1985 - 1997) and records related to SPG meetings, committee, or advisory group meetings containing agenda, minutes, and correspondence (1994 - 1998). The Population NGOs and Safe Motherhood Committee discussed details of funding proposals, amounts and recommendations, updates on funds spent, and approved proposals. A small volume of records also relate to: the historical background of SPG and include various discussion papers (1987 - 1995); Bank review of SPG in the 1990s; and a PHN strategy report on SPG (1995).

Records were created and maintained by various staff including Senior Population Adviser Tom Merrick, Population Specialist Janet Nassim, Senior Nutrition Advisor Alan Berg, Nutrition Specialist Judith McGuire, Health Specialist Kirrin Gill, and Consultant Crystal Worzola.

Records are predominantly in English. However, there is occasional correspondence, external reports, publications, and other material in French, Spanish, and German.

Valorización, destrucción y programación

Acumulaciones

Accruals are expected.

Sistema de arreglo

Original order has been maintained. Records are arranged according to fiscal year or alphabetically by institution.

Área de condiciones de acceso y uso

Condiciones de acceso

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

Condiciones

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

Idioma del material

  • inglés
  • francés
  • español
  • alemán

Escritura del material

Notas sobre las lenguas y escrituras

Características físicas y requisitos técnicos

Instrumentos de descripción

An inventory list is available here.

Área de materiales relacionados

Existencia y localización de originales

Existencia y localización de copias

Unidades de descripción relacionadas

  • See Records of the Population, Health, and Nutrition Sector - Partnerships and program collaboration (WB IBRD/IDA WB_IBRD/IDA_89-06) for more records related to partnerships with external organizations across the sector and collaboration with programs.

  • See Records of the Population, Health and Nutrition Sector - Nutrition sector country files (WB IBRD/IDA WB_IBRD/IDA_89-05) for additional project-related correspondence and the department's preliminary reports on nutrition projects.

  • See Records of the Records of the Chief Financial Officer (WB IBRD/IDA CFO) for records related to maintaining trust fund accounts.

  • See Resource Mobilization (WB IBRD/IDA CFOP) for records concerning trust fund program management and support.

Descripciones relacionadas

Área de notas

Identificador/es alternativo(os)

Puntos de acceso

Puntos de acceso por materia

Puntos de acceso por lugar

Puntos de acceso por autoridad

Tipo de puntos de acceso

Área de control de la descripción

Identificador de la descripción

Identificador de la institución

Reglas y/o convenciones usadas

Internal World Bank Group Archives rules

Disclosure status

Nivel de detalle

Fechas de creación revisión eliminación

15 June 2020

Idioma(s)

Escritura(s)

Fuentes

Área de Ingreso

Materias relacionadas

Personas y organizaciones relacionadas

Tipos relacionados

Lugares relacionados