世界银行-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（英）-29页

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A GUIDE FOR DEVELOPMENT PARTNERS

Trust Funds & Partner Relations

October 2023

PARTNERING WITH THE WORLD

BANK THROUGH TRUST FUNDS

AND UMBRELLA 2.0 PROGRAMS

Public Disclosure AuthorizedPublic Disclosure AuthorizedPublic Disclosure AuthorizedPublic Disclosure Authorized

Development Finance (DFi) i

About the World Bank

The World Bank,1 comprising the International Bank for Reconstruction and Development (IBRD), which lends

to governments of middle-income and creditworthy low-income countries, and the International Development

Association (IDA), which provides nancing on highly concessional terms to governments of the poorest

countries, is one of the largest sources of development nance and expertise globally. Working in almost all

thematic and sectoral international development areas, it made commitments of US$72.8 billion in its scal year

2023 (FY2023) from July 2022 to June 2023.

The World Bank is headquartered in Washington, D.C., USA and operates in more than 140 countries worldwide.

In FY2023, it employed nearly 13,100 full-time sta (53.2percent of them women) and about 6,000 full-time

equivalent short-term consultants/temporaries.

The World Bank’s organizational structure is designed to support delivery of its strategy and programs. Technical

sta are organized into four Practice Groups and seven Regional Vice Presidencies. The Practice Groups—Human

Development; Equitable Growth, Finance and Institutions; Sustainable Development; and Infrastructure—house

Global Practice units (technical areas of expertise), while the Regional Vice Presidencies—Eastern and Southern

Africa; Western and Central Africa; East Asia and the Pacic; Europe and Central Asia; Latin American and the

Caribbean, Middle East and North Africa, and South Asia—house Country Management Units. Technical sta

are professionally mapped to Practice Groups and organizationally assigned to Regional Vice Presidencies. Units

delivering corporate services and functions support these units. As of June 2023, 98 percent of Country Directors/

Country Managers and 49percent of sta are based in seven geographic regions.

Mission

To end extreme poverty and boost shared prosperity on a livable planet.

1 - Throughout the report, the term World Bank and the abbreviated Bank refer only to the International Bank for Reconstruction and

Development (IBRD) and the International Development Association (IDA); the term World Bank Group and the abbreviated Bank Group

refer to the ve institutions: IBRD, IDA, the International Finance Corporation (IFC), the Multilateral Investment Guarantee Agency (MIGA),

and the International Centre for Settlement of Investment Disputes (ICSID).

Development Finance (DFi) ii

About this Guide

This Guide provides a brief overview of World Bank Trust Funds2—what they are, what they fund, and the

operating environment in which they are managed. It also describes the Umbrella 2.0 Program, an approach to

organizing and managing trust funds for greater development impact.

This Guide highlights and provides links to key policies underpinning implementation of activities carried out by the

World Bank or by recipients of its funds—policies that apply equally to activities funded by trust fund contributions.

Table of Contents

About the World Bank i

About this Guide ii

1. Introduction 1

2. Trust Funds, The Basics 2

3. Umbrella 2.0 Programs 8

4. Standalone Trust Funds 12

5. The Trust Fund Lifecycle 13

6. Other Financing Arrangements 18

Appendix 1: Umbrella 2.0 Programs by World Bank 20

Practice Group/Business Unit as of

October 31, 2023

Appendix 2: Providing Oversight and Accountability 23

Annex 1: Guidance on Governance in World Bank Trust Funds

Annex 2: Guidance on Managing World Bank Trust Funds for Results

Annex 3: Guidance on World Bank Trust Fund Reporting to Donors

Annex 4: Guidance on Managing Targeted Funding for Umbrella 2.0 Programs

Contacts

Ms. Maitreyi Das

Director

Trust Funds and Partner Relations

Development Finance

email: mdas@worldbank.org

Website: Trust Funds and Partnerships

General Inquiries: AskTF@worldbank.org

Other Resources

2023 World Bank Annual Report

2022 Trust Fund Annual Report

2 - This Guide does not address management and administration of Financial Intermediary Funds (FIFs), or trust funds managed by the

International Finance Corporation (IFC). FIFs and IFC Trust Funds are administered using their respective policy frameworks.

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