Norway - Research & Technology Forum, May 13, 2004 Working with the World Bank through Trust Funds Ian Wright Manager,Trust Fund Strategy and Donor Relations Unit

Norway - Research & Technology Forum, May 13, 2004 What Are Trust Funds?  Administrative arrangements for donor contributions to support development activities, supplementary to Bank budget.  Uses of Trust Funds:  Global & Regional Programs  Cofinancing  Advisory Services (including Consultant Trust Funds)  Types of Trust Funds  Single-Purpose  Programmatic  Multi-Donor

Norway - Research & Technology Forum, May 13, 2004 Trust Fund Portfolio Highlights  Total: $8.0b (as of December 2003)  up from $6.6b (6/30/03), $5.3b (6/30/02)  By Program:  HIPC: $1.7b (Debt Relief)  GFATM: $ 1.3b (Aids, Tuberculosis, Malaria)  GEF: $1.0b (Environment)  PHRD: $570m (Project Preparation) 933 Active TF agreements; 3692 accounts

Norway - Research & Technology Forum, May 13, 2004 Trust Fund Reforms  Two-pronged approach :  Action Plan to improve trust fund management and internal control framework  Policy reforms to reduce complexity, strengthen alignment with Bank’s development agenda, improve accountability for results  Scope – initial focus on: Alignment, Standardization, Simplification Consultant Trust Funds; 1% of TF disbursements

Norway - Research & Technology Forum, May 13, 2004 Norway Trust Fund Portfolio Total FY03 contribution US$ 134 million, 8 th largest donor FY03: Highly Indebted Poor Countries: US$ 27.5 m, Global Fund for Aids, Tuberculosis and Malaria: US$ 17.9 m, Global Environment Facility: US$ 16.1 CTF FY04: US$ 3.3m for Norwegian Consultants & US$ 1.1m for IDA consultants

Norway - Research & Technology Forum, May 13, 2004 Options For Engagement Situation  Bank project work (lending)  Feasibility study  Bank project under implementation  Bilateral project Contact  Task Manager  TM/Agency  Borrower  Agency/Treasury

Norway - Research & Technology Forum, May 13, 2004 Sources Of Funds for Consultant Hiring BankBorrower Own admin. Budget (BB) Grants & trust funds (FSTF) Consultants trust funds (CTFs) Budget Appropriations/ Loan Proceeds Bilateral grants PHRD grants Project preparation facility

Norway - Research & Technology Forum, May 13, 2004 Consultant Strategy How do you want to be involved?  When - upstream or downstream  How - under Bank hiring or Recipient hiring Factors to consider:  Volume of business (Bank hiring/Project procurement)  Small firm/large firm (expertise/exposure)  Tied funding/competition  Conflict of interest (upstream/downstream)

Norway - Research & Technology Forum, May 13, 2004 Knowing the Bank ’ s Business: What should you be doing?  Know the Bank/Borrower objectives, by sector and by country  Know the Bank/Borrower roles and responsibilities  Focus on o small # of countries o small # of sectors o very specific areas of expertise ==> You need to capture only 4-5 Task Managers at the beginning

Norway - Research & Technology Forum, May 13, 2004 Working with the Bank: What should you be doing?  Ensure Management Commitment  Develop a Focused Plan of Action  Invest in Market Development  Form Alliances  Identify Opportunities  Making Money vs. Gaining Experience

Norway - Research & Technology Forum, May 13, 2004 Sources of Information  World Bank Procurement website:  Development Gateway:  UN Development Business:  World Bank’s Info Shop: