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User's Guide to the Monthly Operational Summary

The Monthly Operational Summary (MOS) reports on the status of projects in the World Bank’s pipeline—from the point of identification of investment opportunities to the signing of the loan, credit or grant. After loans, credits or grants are signed, entries are dropped from the MOS. Entries are also dropped from the MOS when projects are removed from the Bank’s lending program before approval.

By becoming familiar with the Bank's "project cycle," summarized in the following paragraphs, consultants or suppliers of goods and works can gauge when the timing is right for them to pursue business opportunities with Bank borrowers. Each entry in the MOS tells at what point in the project cycle a particular project resides.

During IDENTIFICATION, both governments and the Bank are involved in analyzing development strategies for the borrower’s economy as a whole and in identifying projects that support those strategies. When the project identification is completed, the Project Information Document (PID) will be available through the   World Bank’s Project Database. The PID includes contact information for the Project Implementing Agency, as well as the World Bank Task Team Leader. PREPARATION, the second stage of the cycle, is the responsibility of the borrower. During preparation, the technical and institutional alternatives for achieving a project's objectives are identified and discussed. Preparation usually requires feasibility studies followed by more detailed studies of the alternatives that promise to yield the most satisfactory results. The environmental assessment is usually carried out during this phase—see below for more information on environmental assessment. In this stage of the project cycle, borrowers often supplement their own efforts by hiring consultants to carry out a major part of the work.

Project APPRAISAL, the responsibility of the Bank, provides a comprehensive review of all aspects of the project (technical, institutional, economic, and financial) and lays the foundation for implementing the project and evaluating it when completed. Conducted by Bank staff, project appraisal may be supplemented by individual experts. A Project Appraisal Document is published following this stage.

During NEGOTIATIONS, discussions are held between the Bank and the borrower and agreements reached are contained in the draft loan, credit or grant documents. Upon completion of negotiations, the project is then presented to the Executive Directors of the Bank for their consideration. After approval, the loan, credit or grant agreement is signed.

IMPLEMENTATION of a project usually starts after the loan, credit or grant is declared effective, which can normally be expected to take a few months after signing. Contractors and suppliers, therefore, should contact borrowers expressing their interest in specific projects. They should obtain information on what goods and services will be needed, and when and how to submit bids and proposals. During implementation, consultants are often used to provide technical assistance and other project implementation support. As contracts for consulting services are not usually advertised, consultants, in particular, should contact the responsible implementing agency early in the project preparation period to express their interest.

Within each region, projects are classified by the following sector designations:

Economic Management


Environment and Natural Resources Management

Energy and Mining (including Renewable Energy)

Finance (including noncompulsory pensions, insurance and contractual savings)

Health, Nutrition and Population

Information and Communication

Law and Justice

Private Sector Development

Public Sector Governance


Rural Development

Social Development, Gender and Inclusion

Social Protection


Urban Development


Water and Sanitation

A typical entry in the MOS looks like this:


Water and Sanitation

(R) Mombasa Water and Sanitation: The project seeks to (a) develop ground water sources; (b) improve the transmission line between Baricho Well Field and Mombasa; and (c) provide emergency measures to improve distribution systems and reduce unaccounted for water. Project preparation is under way. Environmental Assessment Category to be determined. PID: 96367.



US$ 30.0 (IDA). Consulting services to be determined.

National Water Conservation and Pipeline Corporation, Workshop Road and Commercial Street, PO Box 30173, Nairobi, Kenya, Tel: (254-2) 556-600, Fax: (254-2) 545-882, E-mail:, Contact: Mr. Andrew Roberts, Managing Director



(R) Indicates a revision from the previous month

Title and project description

Stage of processing and
italic text indicates a                            change from previous month
Environmental Assessment Category

Project ID, a unique Bank control number for each project, appears in the MOS when the Project Information Document is available at InfoShop

Amount of loan, credit or grant (US$ millions)

Name ,address, phone, fax, E-mail address, and name and title of contact person of implementing agency

Information About the Environmental Assessment Process Applied to IBRD and IDA Proposed Projects

In October 1989 the Bank established a specific policy and procedures for environmental assessment and related environmental analyses of IBRD and IDA lending operations. Under this environmental assessment process, the type, timing and main issues of environmental analysis to be performed by the borrower are to be confirmed at the time that a given lending operation is initiated into the Bank's prospective lending program and thereafter reported and updated on a quarterly basis in the Monthly Operational Summary.

In October 1991 the Bank revised its policies and procedures so that projects are now assigned one of the following categories based upon the nature, magnitude, and sensitivity of environmental issues:

Category A

Environmental Assessment is normally required as the project may have adverse and significant environmental impacts.

Category B

More limited environmental analysis is appropriate, as the project may have specific environmental impacts.

Category C

Environmental analysis is normally unnecessary.

Category FI

A proposed project is classified as Category FI if it involves investment of Bank funds through a financial intermediary, in subprojects that may result in adverse environmental impacts.

"U" (unclassified) indicates that the project is a development policy loan, credit or grant. This type of project is not assigned a category as it is not covered by the directive governing environmental assessment.

The 1991 revision also introduced the use of a standard environmental data sheet for all projects to identify the main issues and schedule for any required environmental analysis.

Project descriptions in every issue of the Monthly Operational Summary include the environmental category A, B, C, or FI except in the case of development policy loans, credits and grants, which are designated "U.”

Business Opportunities

Borrowing countries through their implementing agencies have full responsibility for the design and implementation of World Bank-financed projects, including the hiring of consultants and the procurement of goods and works. Contracts for consulting services, as well as some for goods and works., are normally procured during implementation, but may also be procured prior to loan/credit/grant approval (advance contracting). For more information on the procurement process, please see the Business Resource Guide.