通过信托基金和伞形2.0计划与世界银行建立伙伴关系：发展伙伴指南

PublicDisclosureAuthorized PublicDisclosureAuthorized PublicDisclosureAuthorized PublicDisclosureAuthorized AGUIDEFORDEVELOPMENTPARTNERS PARTNERINGWITHTHEWORLDBANKTHROUGHTRUSTFUNDSANDUMBRELLA2.0PROGRAMS TrustFunds&PartnerRelationsOctober2023 AbouttheWorldBank TheWorldBank,1comprisingtheInternationalBankforReconstructionandDevelopment(IBRD),whichlendstogovernmentsofmiddle-incomeandcreditworthylow-incomecountries,andtheInternationalDevelopmentAssociation(IDA),whichprovidesfinancingonhighlyconcessionaltermstogovernmentsofthepoorestcountries,isoneofthelargestsourcesofdevelopmentfinanceandexpertiseglobally.Workinginalmostallthematicandsectoralinternationaldevelopmentareas,itmadecommitmentsofUS$72.8billioninitsfiscalyear2023(FY2023)fromJuly2022toJune2023. TheWorldBankisheadquarteredinWashington,D.C.,USAandoperatesinmorethan140countriesworldwide.InFY2023,itemployednearly13,100full-timestaff(53.2percentofthemwomen)andabout6,000full-timeequivalentshort-termconsultants/temporaries. TheWorldBank’sorganizationalstructureisdesignedtosupportdeliveryofitsstrategyandprograms.TechnicalstaffareorganizedintofourPracticeGroupsandsevenRegionalVicePresidencies.ThePracticeGroups—HumanDevelopment;EquitableGrowth,FinanceandInstitutions;SustainableDevelopment;andInfrastructure—houseGlobalPracticeunits(technicalareasofexpertise),whiletheRegionalVicePresidencies—EasternandSouthernAfrica;WesternandCentralAfrica;EastAsiaandthePacific;EuropeandCentralAsia;LatinAmericanandtheCaribbean,MiddleEastandNorthAfrica,andSouthAsia—houseCountryManagementUnits.TechnicalstaffareprofessionallymappedtoPracticeGroupsandorganizationallyassignedtoRegionalVicePresidencies.Unitsdeliveringcorporateservicesandfunctionssupporttheseunits.AsofJune2023,98percentofCountryDirectors/CountryManagersand49percentofstaffarebasedinsevengeographicregions. Mission Toendextremepovertyandboostsharedprosperityonalivableplanet. 1-Throughoutthereport,thetermWorldBankandtheabbreviatedBankreferonlytotheInternationalBankforReconstructionandDevelopment(IBRD)andtheInternationalDevelopmentAssociation(IDA);thetermWorldBankGroupandtheabbreviatedBankGrouprefertothefiveinstitutions:IBRD,IDA,theInternationalFinanceCorporation(IFC),theMultilateralInvestmentGuaranteeAgency(MIGA),andtheInternationalCentreforSettlementofInvestmentDisputes(ICSID). AboutthisGuide ThisGuideprovidesabriefoverviewofWorldBankTrustFunds2—whattheyare,whattheyfund,andtheoperatingenvironmentinwhichtheyaremanaged.ItalsodescribestheUmbrella2.0Program,anapproachtoorganizingandmanagingtrustfundsforgreaterdevelopmentimpact. ThisGuidehighlightsandprovideslinkstokeypoliciesunderpinningimplementationofactivitiescarriedoutbytheWorldBankorbyrecipientsofitsfunds—policiesthatapplyequallytoactivitiesfundedbytrustfundcontributions. TableofContents AbouttheWorldBank i AboutthisGuide ii 1.Introduction 1 2.TrustFunds,TheBasics 2 3.Umbrella2.0Programs 8 4.StandaloneTrustFunds 12 5.TheTrustFundLifecycle 13 6.OtherFinancingArrangements 18 Appendix1:Umbrella2.0ProgramsbyWorldBank 20 PracticeGroup/BusinessUnitasofOctober31,2023 Appendix2:ProvidingOversightandAccountability23 Annex1:GuidanceonGovernanceinWorldBankTrustFundsAnnex2:GuidanceonManagingWorldBankTrustFundsforResultsAnnex3:GuidanceonWorldBankTrustFundReportingtoDonors Annex4:GuidanceonManagingTargetedFundingforUmbrella2.0Programs Contacts Ms.MaitreyiDas Director TrustFundsandPartnerRelationsDevelopmentFinance email:mdas@worldbank.org Website:TrustFundsandPartnershipsGeneralInquiries:AskTF@worldbank.org OtherResources 2023WorldBankAnnualReport2022TrustFundAnnualReport 2-ThisGuidedoesnotaddressmanagementandadministrationofFinancialIntermediaryFunds(FIFs),ortrustfundsmanagedbytheInternationalFinanceCorporation(IFC).FIFsandIFCTrustFundsareadministeredusingtheirrespectivepolicyframeworks. 1.Introduction Thecomplexityandurgencyoftheworld’schallengesrequiremeaningfulcollaborationamongmembersofthedevelopmentcommunityandotherstakeholdersifthegoalsofendingextremepovertyandboostingsharedprosperityonalivableplanetaretoberealized. TheWorldBankworkswithagrowingnumberofdevelopmentpartnersfromaroundtheworldtodeliveronitsstrategyandtocontributetotheachievementoftheSustainableDevelopmentGoals.FromtheinternationalcoalitionofdonorsandclientsthatconstituteIDA,throughengagementwithUnitedNationsagencies,internationalnongovernmentalorganizations,foundations,andcivilsociety,toanincreasingfocusonengagingprivatecapital,theWorldBankrecognizesthetransformativepowerofpartnershipwhennewideas,perspectives,andexperiencesarecombinedwiththenecessaryfinancialresources. PartnershipsthroughTrustFunds PartneringwiththeWorldBankisenabledthroughavarietyoffinancialinstrumentsandcoordinationmechanisms.Theappropriatepartneringmechanismisselectedbasedontheobjectivesoftheinitiative,thenatureoftheactivitiestobesupported,andtherolesoftheWorldBankanditsdevelopmentpartners. Trustfunds,andtheUmbrella2.0Programsthroughwhichtheycanbeorganized,arethemostcommonlyusedmechanismsforpartnershipsinwhichtheWorldBank,donors,clients,andot