• Policy & Procedure Framework

Operations Manual

This Operations Manual contains the operational policies, directives, procedures and other instructions to staff that apply to Bank operations. The Manual is organized according to instrument – country engagement, development policy financing, investment project financing, program-for-results financing, and advisory services and analytics (including reimbursable advisory services).

Clicking by instrument type will display the relevant policies, OPs, directives, and BPs for that instrument. Other relevant policies and directives are grouped under that heading for each instrument.

WBGDirective: CountryEngagement

Bank Policy: Access to Information

OP 1.00 - Poverty Reduction

OP 4.20 - Gender and Development

BP 4.20 - Gender and Development

OP 13.60 - Monitoring and Evaluation

Bank Policy: Development Policy Financing

BP 8.60 - Development Policy Financing

Bank Policy: Operational Policy Waivers

IDA Directive: Recommitment of IDA Resources

Bank Policy: Development Cooperation and Fragility, Conflict, and Violence

Bank Policy: Financial Terms and Conditions of Bank Financing

Bank Directive: Financial Terms and Conditions of Bank Financing

​OP 4.20 - Gender and Development

Bank Policy: Choice of Borrower and Contractual Agreements

Bank Policy: Security Arrangements

OP 7.30 - Dealings with De Facto Governments

OP 7.40 - Disputes over Defaults on External Debt, Expropriation, and Breach of Contract

BP 7.40 - Disputes over Defaults on External Debt, Expropriation, and Breach of Contract

OP 7.50 - Projects on International Waterways

BP 7.50 - Projects on International Waterways

OP 7.60 - Projects in Disputed Areas

BP 7.60 - Projects in Disputed Areas

OP 8.00 - Rapid Response to Crises and Emergencies

OP 10.20 - Global Environment Facility Operations

BP 10.20 - Global Environment Facility Operations

Bank Policy: External Debt Reporting and Financial Statements

Bank Directive: External Debt Reporting and Financial Statements

Bank Policy: Co-financing

Bank Policy: Trust Funds

Bank Policy: Investment Project Financing

Bank Directive: Investment Project Financing

Guidelines on Preventing and Combating Fraud and Corruption in Projects Financed by IBRD Loans and IDA Credits and Grants

Anti-Corruption Guidelines for World Bank Guarantee and Carbon Finance Transactions

Bank Directive: Environmental and Social Directive for Investment Project Financing

Bank Directive: Addressing Risks and Impacts on Disadvantaged or Vulnerable Individuals or Groups

OP 4.00 - Piloting the Use of Borrower Systems to Address Environmental and Social Safeguard Issues in Bank-Supported Projects

OP 4.00 - Table A1 - Environmental and Social Safeguard Policies - Policy Objectives and Operational Principles

BP 4.00 - Piloting the Use of Borrower Systems to Address Environmental and Social Safeguard Issues in Bank-Supported Projects

OP 4.01 - Environmental Assessment

OP 4.01 - Annex A - Definitions

OP 4.01 - Annex B - Content of an Environmental Assessment Report for a Category A Project

OP 4.01 - Annex C - Environmental Management Plan

​BP 4.01 - Environmental Assessment

BP 4.01 Annex A - Application of EA to Dam and Reservoir Projects

BP 4.01 Annex B - Application of EA to Projects Involving Pest Management

OP 4.02 - Environmental Action Plans

BP 4.02 - Environmental Action Plans

OP 4.03 - Performance Standards for Private Sector Activites

BP 4.03 - Performance Standards for Private Sector Activities

OP 4.04 - Natural Habitats

OP 4.04 Annex A - Definitions

BP 4.04 - Natural Habitats

OP 4.09 - Pest Management

OP 4.10 - Indigenous Peoples

OP 4.10 - Annex A - Social Assessment

OP 4.10 - Annex B - Indigenous Peoples Plan

OP 4.10 - Annex C - Indigenous Peoples Planning Framework

BP 4.10 - Indigenous Peoples

OP 4.11 - Physical Cultural Resources

BP 4.11 - Physical Cultural Resources

OP 4.12 - Involuntary Resettlement

OP 4.12 Annex A - Involuntary Resettlement Instructions

BP 4.12 - Involuntary Resettlement

OP 4.36 - Forests

OP 4.36 Annex A - Definitions

BP 4.36 - Forests

OP 4.37 - Safety of Dams

BP 4.37 - Safety of Dams

BP 4.37 Annex A - Dam Safety Reports: Content and Timing

Bank Policy - Procurement in IPF and Other Operational Procurement Matters

Bank Directive - Procurement in IPF and Other Operational Procurement Matters

Bank Procedure - Procurement in IPF and Other Operational Procurement Matters

The World Bank Procurement Regulations for IPF Borrowers

OP 4.76 - Tobacco

Bank Policy: Program-for-Results Financing

Bank Directive: Program-for-Results Financing

​Guidelines​ on Preventing and Combating Fraud and Corruption in Program-for-Results Financing

OP 8.40 - Technical Assistance

Bank Directive: Reimbursable Advisory Services (RAS)

ICSID 2022 Rules and Regulations: Resources

This page provides access to 2022 versions of the ICSID Rules and Regulations, guidance on ICSID procedures under these rules, the current Memorandum on Fees and Expenses and Schedule of Fees, and other related content.   

Download the Rules and Regulations

The amended ICSID rules comprise four books: 1) arbitration and conciliation under the ICSID Convention; 2) arbitration and conciliation under the Additional Facility; 3) mediation rules; and 4) fact-finding rules. 

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ICSID Convention, Regulations and Rules

ICSID provides facilities for conciliation and arbitration of investment disputes between Contracting States and nationals of other Contracting States under the ICSID Convention, Regulations and Rules. 

ICSID Additional Facility Rules and Regulations

The ICSID Additional Facility offers arbitration and conciliation for certain disputes that fall outside the scope of the ICSID Convention. 

Mediation Rules and Regulations

Mediation offers a party-driven approach to dispute settlement. Mediation is voluntary and typically based on a written mediation agreement between the disputing parties. 

Fact-Finding Rules and Regulations

Fact-finding at ICSID provides parties the opportunity to constitute a Committee to inquire into and report on relevant circumstances in the pre-dispute phase. Their intent is to avoid legal disputes by providing an impartial assessment of facts arising in a contractual or other business dispute between the parties.

Guidance on Procedures under the 2022 Rules

To assist clients in applying the amended rules, ICSID has prepared detailed guidance on each significant step in the process—from filing a request to post-award remedies. 

ICSID Convention Arbitration

An ICSID Convention arbitration proceeding is governed by the ICSID Convention; the ICSID Institution Rules; the ICSID Arbitration Rules; and the ICSID Administrative and Financial Regulations. The process begins with a request for arbitration.

Additional Facility Arbitration

An ICSID Additional Facility arbitration proceeding is governed by the ICSID Additional Facility Rules; the ICSID Additional Facility Arbitration Rules; and the ICSID Additional Facility Administrative and Financial Regulations. The process begins with a request for arbitration. 

ICSID Convention Conciliation

An ICSID Convention conciliation proceeding is governed by the ICSID Convention; the ICSID Institution Rules; the ICSID Conciliation Rules; and the ICSID Administrative and Financial Regulations. A party commences a conciliation by filing a request for conciliation with the Secretary-General.

Additional Facility Conciliation

An ICSID Additional Facility conciliation proceeding is governed by the ICSID Additional Facility Rules; the ICSID Additional Facility Conciliation Rules; and the ICSID Additional Facility Administrative and Financial Regulations. A party commences a conciliation by filing a request for conciliation with the Secretary-General.

ICSID introduced mediation rules specifically designed for investment-related disputes in 2022. An ICSID mediation is governed by the and ICSID Mediation Rules and the Mediation Administrative and Financial Regulations. A party commences a mediation by filing a Request for mediation with the Secretary-General.

Fact Finding

ICSID has been offering fact-finding proceedings since 1978. Until 2022, fact-finding proceedings were administered under the Additional Facility. Since July 1, 2022, they are governed by their own set of rules. Parties commence a fact-finding proceeding by filing a request with the Secretary-General.

2022 Fees and Expenses in ICSID Proceedings

Memorandum on the fees and expenses (2022).

Members of commissions , tribunals,  ad hoc  committees, fact-finding committees, and mediators in ICSID proceedings are entitled to receive an hourly fee, per diem allowance, and travel and other expense reimbursements. The Memorandum on Fees and Expenses explains those entitlements and how they are calculated, claimed, and paid.

Schedule of Fees (2022)

The Schedule of Fees sets out ICSID's fees and administrative charges, and the hourly fees of members of commissions, tribunals,  ad hoc  committees, fact-finding committees, and mediators in ICSID proceedings

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U.S. Centers for Disease Control & Prevention (CDC) – please find information about health risks for the country you are traveling to or residing in at www.cdc.gov/travel .

World Health Organization (WHO) – Search for information on specific diseases or country profiles at www.who.int .

MedStar – Spouses/Domestic Partners of current World Bank Group Staff and Retirees and Spouses/Domestic Partners who are covered by a WBG health plan may access health services through the MedStar Clinic at Headquarters, including vaccines and other exams needed prior to travel. Appointments: 202-842-1500.

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  2. Infographic: The World Bank Group Goals

    world bank group travel procedure and guidance

  3. Overseas Travel

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  5. TRAVEL PROCEDURE INFOGRAPHIC

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COMMENTS

  1. Checklist for New STC/STTs in a Country Office

    World Bank Group Travel Procedure and Guidance; Procedure: Official Travel Expenses - Payment and Reimbursement; G00050 Notes for STT/STC CO Appointments; 02. Electronically sign the Letter of Appointment (LOA). By signing the LOA, you acknowledge that you have received, read, understood, and accepted the above documents.

  2. PDF Notes for Short Term Consultants (STC) and Short Term ...

    These notes are for the guidance of STC/STT hired by the Bank Group (the term "Bank Group" refers to the World Bank, IFC, ICSID and M.I.G.A.). ... with the World Bank Group's Administrative Manual Statement 3.00, "Operational Travel". ... expenses for emergency medical care or related to an accident while on authorized official travel ...

  3. PDF Operational Travel Expense Reimbursement

    Statement of Policy. 2. It is the policy of the World Bank Group to reimburse travelers for certain expenses incurred while traveling as defined in AMS 3.0. Travelers are defined as staff and individuals who travel on behalf of the World Bank Group and whose operational travel is covered in AMS 3.00.

  4. Administrative Manual Statement 3.10

    The World Bank Group works in every major area of development. We provide a wide array of financial products and technical assistance, and we help countries share and apply innovative knowledge and solutions to the challenges they face. ... Operational Travel Expense Reimbursement. Document Date. 8/23/2010 05:49:53 AM. Web Publish Date. 6/8 ...

  5. PDF Notes for Short Term Consultants (STC) And Short Term ...

    These notes are for the guidance of t h e STC/STT hired by the Bank Group (the term "Bank Group" refers to the World Bank, IFC, ICSID, M.I.G.A.). In the event of any discrepancy between the information contained in these notes and the terms and conditions of the letter of appointment issued by the Bank Group, the terms and conditions of the ...

  6. Emergency Travel

    An emergency travel request is to be initiated in Travel Web only by HR Operations. This helps ensure correct budgeting and approval. Write to HR to create the emergency travel request or contact (202) 473-2222. To raise a request during non-business hours, contact (202) 458-8888. For more information, refer to Staff Rule 06.15. Note:

  7. PDF Join as an STC/STT in a Country Office

    Give your local bank account information to the administrative contact listed in your LOA. STC/STTs request payment for work performed for the Bank Group through ST Request. Refer to the Payments to STC/STTs page for instructions on using the ST Payment system. If you do not have access to the Bank Group's network or a

  8. PDF Security and Safety Guidelines for STCs and STTs

    Travel without clearance is not permitted. • Print the emergency contact information detailed in the card below and program the numbers into your mobile phone. Incident Support • Inform Corporate Security ([email protected]) of all significant security and safety incidents that occur while working on Bank Group business.

  9. PDF the previous product, this Manual summarizes policies and ...

    by staff of the World Bank Group regarding terms of appointment Annual Meetings the annual meeting of the Board of Governors of the World Bank Group and the International Monetary Fund, usually held in October Bank or World Bank refers to both IBRD and IDA Board the Executive Directors of IBRD or IDA, the Board of Directors of IFC, or the

  10. PDF PART 3 Records Management Principles and Practices

    World Bank Group Records Management Roadmap, Part 3, p. 4 electronic form: computer files, data tapes, digital photographs, and so on. Data in databases can provide proof, and so can email messages, social media posts, text messages, and Instagram photographs. The challenge with managing records, especially in the 21st century, is distinguishing

  11. Operations Manual

    This Operations Manual contains the operational policies, directives, procedures and other instructions to staff that apply to Bank operations. The Manual is organized according to instrument - country engagement, development policy financing, investment project financing, program-for-results financing, and advisory services and analytics ...

  12. Policies and Procedures

    Discusses the established policies and procedures of the World Bank Group (WBG) that help ensure that its operations are economically, financially, socially, and environmentally sound, and provides details of areas codified in the World Bank Operational Manual. These rigorous safeguard policies are subject to extensive review while being formulated and to compliance monitoring after being ...

  13. Policies and Procedures

    Discusses the established policies and procedures of the World Bank Group (WBG) that help ensure that its operations are economically, financially, socially, and environmentally sound, and provides details of areas codified in the World Bank Operational Manual. These rigorous safeguard policies are subject to extensive review while being formulated and to compliance monitoring after being ...

  14. PDF Technical considerations for implementing a risk -based approach to

    border closure or suspension of travel are informed by the deliberations of the WHO Guideline Development Group for International Travel and Health (GDG ITH) (6). The document is an annex of the WHO document "Policy considerations for implementing a risk-based approach to international

  15. PDF Considerations for implementing a risk- based approach to international

    to international travel in the context of COVID -19. Interim guidance 16 December 2020 . Background . As the COVID-19 pandemic continues, Member States should take appropriate measures to reduce transmission of SARS-CoV-2, the virus that causes COVID-19, during international travel, recognizing that comprehensive public health measures adapted ...

  16. ICSID 2022 Rules and Regulations: Resources

    ICSID introduced mediation rules specifically designed for investment-related disputes in 2022. An ICSID mediation is governed by the and ICSID Mediation Rules and the Mediation Administrative and Financial Regulations. A party commences a mediation by filing a Request for mediation with the Secretary-General. READ MORE.

  17. Travel Health

    MedStar - Spouses/Domestic Partners of current World Bank Group Staff and Retirees and Spouses/Domestic Partners who are covered by a WBG health plan may access health services through the MedStar Clinic at Headquarters, including vaccines and other exams needed prior to travel. Appointments: 202-842-1500. Cigna - Sign in to your Cigna ...

  18. PDF World Bank Group Directive

    World Bank Group Directive, "Country Partnership Framework" | Catalogue Number OPCS 5.01-DIR.01 4 8. The CPF identifies a select set of objectives and articulates how this selection is aligned with the priorities of the country's own development program, the priorities identified in the SCD and the WBG's comparative advantages.

  19. PDF INVESTIGATIVE PROCESS

    Bank Group policies (misuse or abuse of travel funds, staff benefits and allowances, P-cards, petty cash, or WBG physical property) under Staff Rule 3.00. Specifically, INT investigates: • Misuse of WBG funds or other public funds (e.g., donor trust funds) for the personal gain of oneself or another in connection with WBG

  20. PDF Guidance IBRD/IFC/MIGA/IDA

    3. This Guidance applies to the World Bank Group. SECTION II - DEFINITIONS 4. As used in this Guidance, the capitalized terms and acronyms have the meaning set out (a) in Section II of the Directive on Country Engagement; (b) Procedure on Country Engagement, and (c) below: a. AG: Advisory Group b. Bank: IBRD or IDAc.

  21. Document Details

    The World Bank's digital platform for live-streaming WHO WE ARE With 189 member countries, staff from more than 170 countries, and offices in over 130 locations, the World Bank Group is a unique global partnership: five institutions working for sustainable solutions that reduce poverty and build shared prosperity in developing countries.