8720 iia, la",Economic Development Institute

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THE WORLD BANKECONOMIC REVIEW

The Economic Review's field is applied economics of relevance to develop-ment. It is a professional journal, accessible to generalist economists. Mostpapers contain the results of World Bank research but they do not present aWorld Bank policy "view."

Topics in recent issues:

* Patterns of industrialization-what worked?* Who gains, who loses-budgetary effects of food price reform.

* Keeping the poor poor-barriers to developing country exports.* International institutions can help-optimal incentives in the debt crisis.

* After independence-twenty years of African agriculture.

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Contents

Foreword 3

Ordering Information 4

General Information 5

Order Forms 7

Section 1. EDI Series 13

Section 2. Training Materials 23

* English Training Materials 25

* Arabic Training Materials 125

* Chinese Training Materials 135

* French Training Materials 153

* Spanish Training Materials 179

Author Index 197

Title Index 203

Section 3. Other Publications of Interest 227

* EDI Series in Economic Development 229

* Policy and Research Series 233

* Distributors of World Bank Publications 235

Section 4. Audiovisual Presentations and Software Applications 237

* Improving the Operation of Canal frrigation Systems 239Audiovisual Training Material

* Economies of Curricular Choice 241Computer Simulation Model

* Investing in Children-The Economics of Education 243Videotape

* Cost-Benefit Analysis-The Time Value of Money 245Audiovisual Training Material

* The Bertaud Model-Affordability SubmodelManual on the Use of a Model for the Preparation ofPhysical Development Altematives for Urban Settlement Projects 247

* Multimedia Modules for Training in Development 249Water Supply and Sanitation Series

3

Foreword

Since its establishment in 1955, the Economic Development Institute of the World Bank has been training officialsfrom the Bank's member countries through a variety of courses and seminars on development policies and planning,project analysis, and management for development. As part of its work, the EDI has produced an extensive and uniquecollection of training materials covering a broad range of development-related issues and skills. The EDI has recentlybegun to expand its collection further, with the intention of providing training institutions and development professionalswith better training tools reflecting the experience of the World Bank, with particular emphasis on national and sectoralpolicy issues.

Most EDI Materials have been designed for mid-career civil servants in various sectors of the economy such asagriculture, education, development banking, and so forth. These materials are intended to help develop specifictechnical skills, raise important issues for discussion, or develop the conceptual framework for analyzing developmentprograms and projects.

Over the years, the EDI has benefitted greatly from its continued dialogue with participants from the developing worldand has attempted to synthesize many important issues of concern to the member countries of the World Bank. TheInstitute believes that the development and distribution of its training materials can make a useful contribution to the workof training institutions worldwide.

Christopher R. WilloughbyDirector

Economic Development Institute

4 Ordering Information

Ordering Information

Section 1: EDI Series

VL1;S * A single copy is available free of charge from the EDI. Use order forms on pages 7-12.

Section 2: Training Materials

I1 ~ * A single copy is available free of charge from the EDI. Use order forms on pages 7-12.

EDI does not normally provide multiple copies. However, training materials may be copiedfor research, educational, or scholarly purposes only in member countries of the WorldBank.

To order materials from sections 1 and 2 above, please see further instructions on the orderforms found on page 7 of this catalog.

Section 3: Other Publications of Interest

* EDI Series in Economic Development

IIitP * All books listed in this section should be ordered directly from local distributors of WorldBank publications around the world.

* Names and addresses of distributors are provided on page 235.

* Policy and Research Series

I11iw~ * All papers are available from EDI or from World Bank publications distributors.

Section 4: Audiovisual Presentations and Software Applications

l * All materials can be purchased from the EDI.

* Further information and forms for each package are provided beginning on page 237.

General Information 5

General Information

The Catalog of EDI Training Materials lists materials and publications prepared by andlor for use by the EDI in itscourses and seminars. The catalog is organized in iour main sections.

Section 1. EDI SeriesThis section includes the series described below. Materials are listed by topic.

DEVELOPMENT POLICY CASES. Series dealing with issues of economic policy and reform. The series comprisesTeaching Cases and Analytical Cases. The first are participatory cases in which workshop or seminar members arepresented with a situation filled with problems about which decisions must be made. The second are illustrativecases in which the author discusses how a particular country behaved when confronted with a particular economicsituation and why policymakers made the choices they did.

POLICY SEMINAR REPORTS. Reports that make available summaries of EDI policy seminars that are of particularinterest to readers concerned with public affairs. The reports seek to convey the essence of the discussions and tobring out the principal areas of agreement or disagreement among the participants, who represent a wide range ofgovernmental, academic, and professional backgrounds.

* SEMINAR PAPERS. Papers designed for use in EDI courses and seminars. They discuss issues in economicdevelopment policy and lessons from experience in a way that can be understood without extensive backgroundknowledge or technical expertise. They will be of particular interest to readers concerned with public affairs.

* SEMINAR SERIES. Books in this series were designed for use in EDI courses and seminars or have emergedfrom the presentations and discussions that took place in connection with these activities. They discuss issues ineconomic development policy and lessons from experience in a way that can be understood without extensivebackground knowledge or technical expertise. They will be of particular interest to readers concerned with publicaffairs.

* TECHNICAL MATERIALS. Materials designed for use by EDI in its courses and seminars and by EDI's partnerinstitutions. They include materials that deal mainly with the economic, financial, or technical aspects of projectplanning, management, and analysis, whether in general or in a particular sector.

Section 2. Training MaterialsConsists of five language sections-English, Arabic, Chinese, French and Spanish. Within each language section,

materials are listed in numerical order by document number. In addition, the materials are classified according to the list oftopics that precedes each language section. Categories and series listed include:

* COURSE NOTES. Explanations of basic principles or descriptions of the best current practice on a broad rangeof topics. Course Notes vary from brief (a few pages) treatments of a single point, to book-length manuscriptsintended for future publication.

* CASE STUDIES AND EXERCISES. Exercises that range from the most introductory levels to complex, structured,or open-ended cases which may require several days to complete. Most items include a recommended solution;some also include a leader's guide as an aid in teaching.

* COLLECTIONS. Compilations of related materials from one or another of EDI's training materials series.Collections are intended to provide a core of course material on a given topic or a group of related topics.

* WORKING PAPERS. Papers on a wide range of economic and development issues and problems. Workingpapers are intended to provide an informal means for the preliminary dissemination of ideas within the World Bank andamong EDI's partner institutions and others interested in development issues.

An author and a title index encompassing the first two sections begin on page 197.

(Please tum over for additional information)

6 General Information

Section 3. Other Publications of InterestThese books are published by the World Bank and are of particular interest to EDI and its audience. They include

books which originated in EDI, or papers dealing with topics relevant to EDI training activities. Includes two series:

* EDI SERIES IN ECONOMIc DEVELOPMENT. Lists books published for the World Bank by Johns Hopkins UniversityPress and Oxford University Press. The series comprises a variety of titles that form part of library and individualcollections worldwide. Generally these books are pedagogic texts or collections of readings that deal with a range oftopics in some of the sectors covered by EDI's courses and seminars.

* POLICY AND RESEARCH SERIES. Informal documents presenting results of policy analysis and research toencourage discussion and comment, originating in the Policy, Research, and External Affairs Vice-Presidency of theWorld Bank.

Section 4. Audiovisual Presentations and Software ApplicationsLists slide/tape presentations, a video-tape and software applications in sectors including irrigation, water supply

and sanitation, education, project implementation, and urban development.

7For EDI use only

Order Form List No.:

EDI Training MaterialsImportant Notice. Please read before placing your order.

One single copy will be provided free of charge upon request. EDI does not normally provide multiple copies. Never-theless, EDI training materals may be copied for research, educational, or scholarly purposes only In member countries ofthe World Bank.

Please complete form and send it to: Economic Development InstituteWorld Bank Facsimile No.:Studies and Training Design Division (202) 676 09621818 H Street, N. W.Washington, D.C. 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P1-010

Please fill In the Information below:

Name/title:

Organization:

Address:

City: State:

Country:_Code:

Telex or cable address: Telephone:

Facsimile No.:_

Mailing List Information: Check hereEl If you would like your name added, and complete below:OrganizationType:

Address (if different from above):

City: _ State:_

Country: Code:

Telex or cable address: Telephone:

Facsimile No.:

Please use the back of this form to list the items you request. Be sure to copy the following Information from eachdocument, as in the sample below:

Methodology of FarmInvestmentAn aly si* Schaefer-Kehnert, W.This Course Note dealswith the benefiVcostanalysisof on farm investments, which (to shortenthe term) is called farm investment analysis, as distinct from farm ncome analysis and fundsflow analysis. The paper ....1981 * 38 pages - ShelfNo. E0048 I Languages availableL A Q C ; E i F - S

Shelf nese, g sINumbr Spanish

Document Sheit TitleNumber Number

030/031 EOW48 Methodology of Farm Investment Analysis

8

Document ShelfNumber Number Title

Section Below for EDI Use OnlyItems Pending: Remarks:

List No:

Date in: _ _ _ _ _ _ _ _ _ _ _ _ _

Date out:

Pending sent: I__ _ _ __ _ _ _ _

9For EDI use only

Order Form List No.:

EDI Training MaterialsImportant Notice. Please read before placing your order.

One single copy will be provided free of charge upon request. EDI does not normally provide multiple copies. Never-theless, EDI training materials may be copied for research, educational, or scholarly purposes only in member countries ofthe World Bank.

Please complete form and send it to: Economic Development InstituteWorld Bank Facsimile No.:Studies and Training Design Division (202) 67609621818 H Street, N. W.Washington, D.C. 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P1-010

Please fill in the information below:

Name/title:

Organization:

Address:

City: State:_

Country: Code:_

Telex or cable address: Telephone:

Facsimile No.: _

Mailing List Information: Check hereEl if you would like your name added, and complete below:OrganizationType:

Address (if different from above):_

City: State:

Country: Code:

Telex or cable address: Telephone:

Facsimile No.:_

Please use the back of this form to list the items you request. Be sure to copy the following information from eachdocument, as in the sample below:

Document 01031Methodology of Farm Investment Analy.3* Schaefer-Kehnert, W.This Course Note dealswiththe benefit/costanalysisof onfarm investments,which (to shortenthe term) is called farm investment analysis, as distinct from farm income analysis and fundsflow analysis. The paper ....1981 * 38 pages * Phelf No. E0048 1 Languages available; A .C . E*F*S.i

|Shelf | As,Arabic, Chinese, Engffsh,Num;e |French, or Spanish

Document Shelf TitleNumber Number

030/031 E0048 Methodology of Farm Investment Analysis

10

Document ShelfNumber Number Title

Section Below for EDI Use Only

items Pending: Remarks:List No: _ _ _ _ _ _ _ _ _ _ _ _ _

Date in:Date out:

IIPending sent: I

11For EDI use only

Order Form List No.:

EDI Training MaterialsImportant Notice. Please read before placing your order.

One single copy will be provided free of charge upon request. EDI does not normally provide multiple copies. Never-theless, EDI training materials may be copied for research, educational, or scholarly purposes only in member countries ofthe World Bank.

Please complete form and send it to: Economic Development InstituteWorld Bank Facsimile No.:Studies and Training Design Division (202) 676 09621818 H Street, N. W.Washington, D.C. 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P1-010

Please fill in the Information below:

Name/title:

Organization:

Address:

City: State:_

Country: Code:

Telex or cable address: Telephone:

Facsimile No.:_ _ _ _ _

Mailing List Information: Check hereFl If you would like your name added, and complete below:OrganizationType:

Address (if different from above):_

City: State:

Country: Code:

Telex or cable address: Telephone:

Facsimile No.:

Please use the back of this form to list the items you request. Be sure to copy the following information from eachdocument, as in the sample below:

Methodology of Farm Investment Analysl E* Schaefer-Kehnert, W.ThisCourse Note dealswiththe benefit/costanalysisof on farm investments,which (to shortenthe term) is called farm investment analysis, as distinct from farm income analysis and fundsflow analysis. The paper 1981 * 38 pages* helf No. E0048 Languages availablet A - C * E* F* S*

Shelf A rbc hnese, EnglshNumber F erSpanish

Document Shelf TitleNumber Number

030/031 E0048 Methodology of Farm Investment Analysls

12

Document ShelfNumber Number Title

Section Below for EDI Use Only

Items Pending: Remarks:List No:

Date in:

Date out:

Pending sent: I

13

Section 1.

EDI Series

14

Sample Entry

DocumentNumberUse on Order Form

I _FX-30/113Rural Reform, Non-Farm Development.. _Title-Use on Order Form

Auth * Dong, FurengChina's economy, like the economies of many developing countries, has a dual structure. Tochange this structure and to introduce rural modernization requires a two-pronged approach:

Series Name reforming the rural economic system and hastening the pace of industrialization.

and Number lo Seminar Paper No. 38

1988 * 35 pages * Shelf No. E1534 Languages available: E*

Date ofPublication Indicates that document

Is In English. If availableIn other languages, title

Number of In corresponding languagePages will be listed below the entry

Shelf NumberUse of Order Form

EDI Series 15

EDI SeriesThis section includes training materials published under the following series: Policy Seminar Reports,

Development Policy Case Studies: Analytical Cases and Teaching Cases, Seminar Papers, Seminar Series, andTechnical Materials. The materials are listed by topic.

Agriculture and Rural Development agriculture to formulate long-term training policies,strategies, and programs. The resulting systematic030/073 training should contribute to the improved performancePeople and Trees-The Role of Social developing countries. The guidelines do not provideForestry In Sustainable Development. specific recommendations on how management and of

irrigation and drainage schemes and enhance theEdited by Gregersen, H., Draper, S. and Elz, D. management of irrigated agriculture, particularly in theTrees-and not only the wood products that come from staff training should be organized and financed. Rather,them-can help increase the sustainability of rural they provide a fairly comprehensive overview of thedevelopment. The productive use of trees can reduce main issues to be considered in forming a national orenvironmental degradation, halt the decline of departmental training strategy. The main focus is onagricultural productivity, alleviate shortages in the public-sector irrigation organizations. Most of thesupply of fuelwood, and reduce unemployment levels. issues would also have to be considered in developing aThis report examines the role of social forestry in systematic training program for a private-sectordevelopment. Social forestry-as distinguished from organization, such as a water users group.industrial and large-scale governmental forestry-is the Technical Materialinvolvement of local, generally rural people in growingtrees for their own use. The report examines how social 1989 * 43 pages * Shelf No. E9087 - Languagesforestry can contribute to meeting basic national goals available: Ein developing countries. It then provides an overview ofthe planning and implementation of social forestry 070/001programs, whether they be action programs in the field Agricultural Policy and Its Relationship inof programs in educational and research organizations. Food Policy In Sub-Saharan Africa.Seminar Series e Bunyasi, S.1989 - 273 pages - Shelf No. E9082 - Languages In 1982, EDI initiated a series of senior policy seminarsavailable: E - aimed to review the range of possible policy responses

to problems arising from the economic deterioration that030/113 has characterized most of the African continent sinceRural Reform, Non-Farm Development, and the early 1970s. Several of the seminars concernedRural Modernization In China. agriculture. As a follow-up, EDI organized two seminars* Dong, Fureng to consider the implications of possible macroeconomic

policy choices on food supplies in sub-Saharan Africa.China's economy, like the economies of many Their objective was to bring together Africandeveloping countries, has a dual structure. To change policymakers to reflect and exchange views with Worldthis structure and to introduce rural modernization Bank staff and other experts on one of the morerequires a two-pronged approach: reforming the rural intractable problems facing sub-Saharan Africa: food.economic system and hastening the pace of This report summarizes the main points including reviewindustrialization. China's experience in promoting rural of progress to date and discussion of both effectivemodernization has been mixed. This paper discusses policy initiatives and further action.the impact of rural reforms and the industrializationstrategy on the modernization process in, and the Policy Seminar Report No. 3economic structure of, the rural areas during two 1985* 77 pages . Shelf No. E9052ehistorical periods 1949 to 1978 and 1979 onward. Also available in French: La Politique Agricole etSeminar Paper No. 38 ses Rapports avec la Politique Alimentaire1988 - 35 pages - Shelf No. E1534 - Languages en Afrique Subsaharienne. Shelf No. F9053available: E -

0701003030/126 Land and Water Resources Management.Irrigation Training In the Public Sector * D'Silva, E. . Kozub, J. * Meyers, N.Guidelines for Preparing Strategies and This report summarizes discussions at an EDI seminarPrograms. on Land and Water Resources Management held inWorld Bank and U.S. Agency for International 1986. The central issue taken up at the seminar wasDevelopment how to make sound use of land and water throughThis book provides guidelines to help decisionmakers individual and collective actions. Recognizing theand others concerned with the management of irrigated adverse impact natural-resource problems can have on

16 EDI Series

national economies, seminar participants had the key issues identified by seminar participants as thediscussed priorities, policies, and institutional central concerns in development management arearrangements that could help manage these resources. reviewed in some detail with pakticular attention to theThe report discusses leading issues in land and water major findings and conclusions. The third part ismanagement; working methodologies for using devoted to a discussion of the implications of the majorinformation on land, water, and climate; adapting findings and conclusions of the seminars for future workfarming systems to make sustainable use of land and in the field of development management, including thewater; criteria for assessing the value of resource use; role to be played by EDI.technical approaches to support the management of Policy Seminar Report No. 19these resources; and institutional and policy optionsavailable to decisionmakers. The options available to 1989 - 48 pages - Sheff No. E9085 -individual countries are selectively summarized. Also available in French: Le Probltme de laPolicy Seminar Report No. 6 Gestion du D6veloppement en Afrique au Sud1987 - 76 pages - Shelf No. E9057 e Languages du Sahara. Shelf No. F9090available: E-

076/002070/005 The Role of Community Participation InLand and Water Resource Management In Development Planning and ProjectAsia. Management.Sun, P. * Bamberger, M.This report summarizes the discussions that took place EDI has been concerned for some time that most of itsat an EDI seminar for Asian participants held in March training programs pay very little attention to the social1988. The seminar was the third in a series dealing with aspects of development. Courses and seminars reflectthe assessment and management of ecosystems. The the economic, financial, and technical approaches ofreport opens with an overview of the seminar the World Bank, and very little attention is given todiscussions. The first chapter sets out the objectives, issues such as the involvement of intendedscope, and themes of the seminar. This is followed by beneficiaries in the planning and implementation ofsummaries of the papers presented and the related projects; applications of social analysis in developmentdiscussions on four main subject areas: . leading issues planning; and gender issues in development planningin land and water resource management in Asia; . land, and project management. To address these concernswater, and climate information systems; e farming and an international workshop on community participationother land-use systems; and * economic analysis, was organized in 1986 to help EDI define how toincentives, and the policy environment.The next section incorporate community participation material intodeals with specific experiences with voluntary and training activities. This report summarizes theinvoluntary land settlements and country experiences discussions at the workshop and the emerging(in Japan, Nepal, Philippines, and Thailand). The final consensus that EDI can play a key role in promotingtwo chapters summarize group discussions and set out community participation.main themes for the consideration of country options. Policy Seminar Report No. 13Policy Seminar Report No. 20 1988 - 45 pages * Shelf No. E9064 - Languages1989 * 54 pages e Shelf No. E9086 * Languages available:E E.available: E -

EducationDevelopment Administration 135/031075/006 Textbooks in the Developing WorldIssues in Development Management in Sub- Economic and Educational Choices.Saharan Africa. Edited by: Farrell, J. and Heyneman, S.Adamolekun, L. This book deals with developing a national system toThis report synthesizes the key issues discussed in the develop, publish, and disseminate textbooks. It givesseries of four seminars and a wrap-up workshop on practical guidelines for making the policy decisionsdevelopment management organized by the EDI needed to establish and maintain such a system.between November 1986 and December 1988. The Issues covered in the book range from such broadreport is in three parts. The introduction is devoted to a macroeconomic questions as the balance of public andbrief account of the background to the seminar series private participation to such practical issues ascovering such items as location, duration, participants, ensuring the delivery of books to remote locations. Theand partner institutions. In the second part, which authors present case studies from both industrial andconstitutes the core of the report, the discussions of developing countries: France, the Federal Republic ofGermany, India, Lesotho, Mexico, Philippines, the

EDI Series 17

United Kingdom, the United States, and the English- Industry and Financespeaking Caribbean countries. They look also at thepotential effects of new electronic media on textbooks. 335/034Seminar Series Technological Development1989 - 216 pages - Shelf No. E9075 * Languages The Historical Experience.available: E - Vernon, R.

During the past few decades, a considerable number of135/036 developing countries have managed to chalk upFinancing Higher Education In Francophone impressive records of social and economic growth. ForWest Africa. the most part, success has depended on the capacity

of the people in the developing country to absorb and- Ransom, A. apply the technologies that the more advancedFrom 1985 to 1987, EDI organized three Senior Policy countries had already created and put in place.Seminars to provide political officials in Africa at the Scholars have undertaken studies aimed at increasingmost senior level in the education sector with the an understanding of that capacity. This paper consistsopportunity to informally discuss some common of two essays that try to set down the principal lessonsproblems in the financing of higher education with that these studies suggest. The first essay explores theofficials at a similarly senior level in the World Bank, and reasons for the unheralded and unanticipatedto create a working relationship between African political emergence of Great Britain in the early 19th century asauthorities and the Bank. The discussions focused on e the world's industrial leader, and it reviews factors thatan analysis of higher education finance in Francophone allowed the United States, Germany, Russia, and JapanWest Africa; . an examination of the structure of student to challenge that leadership in the following century. Thesubsidies and various reform measures; and * a review lessons that emerge appear just as relevant forof the role of international cooperation and funding developing countries today as they were a century ago.agencies. This report summarizes the issues discussed The second essay attempts to extract the lessons to beand presents some of the strategies and learned from developing countries' experiences sincerecommendations being considered to readjust the the end of World War II in the adaptation and applicationsector. of existing technologies.Policy Seminar Report No. 12 Seminar Paper No. 391988 - 45 pages - Shelf No. E9063 - Languages 1989 - 40 pages - Shelf No. E1557 * Languagesavailable: E - available: E -

Training of Trainers 340/019Managing Financial Adjustment In Middle

280/013 Income Countries.Cognitive Psychology in the Seminar Room. * Popiel, P. . Roe, A.Abadzi, H. This paper synthesizes the discussions that took placeHow can a trainer organize a seminar to increase the at the Senior Policy Seminar on Managing Financialchances that participants will retain the material Adjustment in Countries of Europe, Middle East, andpresented and use it in their work? Cognitive research North Africa held in Istanbul in July 1987. The seminar'sprovides some answers. This paper sets down aim was to consider the role financial policies andrecommendations for trainers based on the lessons institutions play in the process of adjusting an economylearned from cognitive psychology, such as: * respect to external shocks and structural changes in itsthe limitations of human attention and present varied operating environment. The discussions focused on thestimuli of intermediate complexity to educated adults; * difficult problems of transition entailed by financialuse outlines during presentations to facilitate adjustment, that is, actual policy changes andorganization of knowledge; - create specific occasions implementation measures. The central topic wasto allow participants to elaborate the information; * discussed under three main headings: -determine which information should be remembered in interdependences between general macroeconomicthe long run (that is, in two years) and provide activities adjustment policies and specific financial adjustmentto make it memorable; - spend as much time developing policies; * causes and consequences of financialwhy and when to use certain procedures as they spend distress (sectorwide and among institutions); and -on how and to use them; . avoid extensive readings that ways and means to extend and deepen financialwill interfere with top priority information and thus make systems, in particular, financial markets, in order toit less memorable; * avoid one-shot sessions on render them resilient to future external shocks andimportant topics, which do not elaborate information changes.sufficiently. Policy Seminar Report No. 11Seminar Paper No. 41 1988 * 55 pages * Shelf No. E9062 * Languages1990 * 96 pages * Shelf No. E9094 * Languages available: E -available: E -

18 EDI Series

National Economic Management export financing, economic integration, and exportpromotion.

400/036 Policy Seminar Report No. 7Structural Adjustment In Lowinca. 1987 - 63 pages * Shelf No. E9058 - Languages- Clark, P. * Levy, B. * Lewis, S., * McFarland, E., * available:E-Nelson, J., Sheahan, J.The major objective of this Case Study is to help 400/050economists and government officials recognize the The Political Economy of Reform In Sub-need to mesh economic analysis and political Saharan Africa.considerations when formulating economic policies.Participants play the roles of senior officials * Gulhati, R.representing the interests of particular ministries or Two central questions that face policymakers ingovernment departments in the fictional country of planning economic reforms in developing countries are:Lowinca (pseudonym for a more economically What determines the society's capacity to undertakesuccessful African country in form of an acronym: low- economic reform? What are the inherent politicalincome country in Africa). By providing participants with difficulties in implementing different types of reform?an opportunity to practice their profession in a This report focuses on these questions in the context oflaboratory situation, the case illustrates how problems the current economic crisis in Sub-Saharan Africa. Theand the policies designed to deal with them are related. report looks at the effect of economic decline on theThe case reveals how the tools and theories of political stability of the countries of the region. Iteconomics should be used in practice by placing examines policy and institutional distortions-economies in a practical context. government interventions designed to promote andTeaching Cases No. 1 maintain economic growth that instead are ineffective

and have adverse side effects-and shows how they1988 - 242 pages - Shelf No. E9035 - Languages vary from country to country. The report summarizesavailable: E' discussions at two workshops organized by EDI.

Policy Seminar Report No. 8400/046 1988 - 50 pages - Shelf No. E9059 - LanguagesMicroeconomic Issues of Labor Markets In available: EDeveloping ContriesAnalysis and Policy Implications.Mazumdar, D. 400/062

Economic Adjustment in Algeria, Egypt,This paper deals with labor market structures in Jordan, Mooco,Paitan, Tunisia, anddeveloping countries and the impact of government Turkey.policies on rural and urban labor markets . A schematicpicture of labor markets in a typical developing country Roe, A., Roy, J., and Sengupta, J.is presented, the main segments of the market in rural This report analyzes adjustment programs in sevenand urban areas are identified, and the specific types of countries in Europe, the Middle East, and North Africa.interconnectedness between them are discussed. The It provides recommendations for dealing with thepaper also analyzes the salient features of the workings balance of payments deficit, a rising external debt, andof rural and urban labor markets and discusses some slow economic growth in those countries. The volumeimportant government policies that affect the includes four papers that were presented at a seniorfunctioning of these markets. policy seminar of the EDI held in Ismir, Turkey in MarchSeminar Paper No. 40 1988: * Policies of Economic Adjustment of Correct

Extemal Imbalances, by Jose da Silva Lopes; * Extemal1989 - 118 pages * Shelf No. E9081 * Languages Debt, Inflation, and the Public Sector: Towards Fiscalavailable: E . Policy for Sustainable Growth, by Sweder van

Wijnbergen; * The Political Management of Economic400/047 Adjustment and Reform, by John Waterbury; * ForeignExport Policies and Administration. Trade and Industrial Policy: Historical Perspective and

Basic Options, by Kermal Dervis. An overview with the* Cavallo, D. * Cottani, J. * Greenblatt, R. conclusions of the seminar is included in the report.In 1986, the EDI and the Fundaci6n Mediterranea, Policy Seminar Report No. 15C6rdoba, Argentina sponsored a senior policy seminaron Export Policies and Administration. Sixteen officials 1989 - 81 pages - Sheff No. E9076 - Languagesfrom several Latinamerican countries met to discuss available: Etheir experiences and possible new approaches toexport promotion with each other and with two expertsfamiliar with Spain and Korea's success with exportpromotion. This report summarizes the discussion,emphasizing the major topics raised: exchange ratepolicy, competitiveness, compensatory incentives,

EDI Series 19

400/063 405/032Trade Reform and External Adjustment Successful Development In AfricaThe Experiences of Hungary, Poland, Case Studies of Projects, Programs, andPortugal, Turkey, and Yugoslavia. Policles.Roe, A. and Roy, J. Bheenick, R., Bonkoungou, E., Hill, C., McFarland, E.,Centrally planned economies face a fundamentally Mokgethi, D., Mtawali, K., Schapiro, M., Wainaina, S.,different set of problems when reforming trade policies Younger, S., and Zongo, J.than do market economies. This report examines the This report comprises seven case studies ofprogress of, and constraints to, trade reform in five development work in Africa. Four analyze developmentcountries of eastern and southern Europe. The report projects or programs: * a project for controlling theexamines seven broad themes: - the origins of the need runoff of rainfall in semi-arid areas of Burkina Faso;-* afor adjustment; - the nature of the necessary multicountry program to control the serious endemicadjustments; * the role of trade reform during disease of river blindness in West Africa; * a program toadjustment; * the unique problems with trade reform in organize gravity-fed piped water systems for ruralsocialist countries; * the policy content of adjustment villages in Malawi; * a program to develop horticulturaland the role of devaluation; - sequencing and the commodities for export in Kenya. The other threecharacteristics of successful trade liberalization; * the studies analyze macroeconomic programs of policies: -international environment for trade reform. a trade strategy based on the creation of an exportPolicy Seminar Report No. 16 processing zone in Mauritius; - a balance of payments

and structural adjustment program in Ghana; v1989 - 25 pages * Shelf No. E9077 * Languages macroeconomic management of commodity booms inavailable: E - Botswana.

Analytical Case Study No. 1400/070 1989 * 216 pages * Shelf No. E9073 * LanguagesImpasse In Zambia available: E .The Economics and Politics of Reform.Gulhati, R. 405/038This report provides a full account of Zambia's attempts Korea's Experience In Trade and Industryto stabilize and adjust its economy during the 1980s. DelomnThe author analyzes Zambia's development efforts from Dts Relevance to Latin America.economic, political science, public administration, andpolicy science perspectives. The report includes: * an * Baughman, D. - Canetti, E. - Eguren, A.examination of the evolution of economic policies in In November 1986, EDI and the Korea DevelopmentZambia; * an assessment of the effect of historical and Institute (KDI), co-sponsored a seminar on Korea'spolitical factors on policy decisions and implementation; Experience in Trade and Industry Development: Its

a review of the economic and financial problems that Relevance for Latin America held in Seoul, Korea, forthe countries faced at the end of the 1970s; * an senior officials from Latin America. The seminar soughtanalysis of the main economic policy decisions to provide policymakers from that region an opportunityintroduced during 1980-86; and * lessons from the to study Korea's phenomenal success in the areas ofcountry's experience with reform. trade and industry development during the post-warAnalytical Case Study No. 2 period, and to focus on the lessons from the Korean

experience that are relevant for Latin American policy-1989 * 74 pages * Shelf No. E9079 * Languages makers in their current context. The seminar curriculumavailable:E * . deliberately focused on long run strategic policy and

institutional issues, since it was felt that this approach400/071 would make it more relevant to the chosen audience.Malawi Promising Reforms, Bad Luck. This report encapsulates the proceedings from theMalhawi, PRomising Reforms, BadLuck.seminar based on the various presentations andGulhati, R. discussions.In this report the author provides a full account of Policy Seminar Report No. 14Malawi's attempts to stabilize and adjust its economyduring the 1980s, and presents an analysis in the same 1988 * 35 pages * Shelf No. E9065 -way as in the preceeding report on Zambia. Also available in Spanish: El Fomento delAnalytical Case Study No. 3 Comerclo y la Industria en Corea. Shelf No.1989 - 84 pages - Shelf No. E9080 - Languages S9083available: E -

20 EDI Series

405/040 Reducing subsidies, eliminating tariffs, phasing outFinancial Reform In Socialist Economies. money-losing government-owned enterprises, andEdited by: Kessides, C., King, T., Nuti, M., and Sokil, C. reducing the number of government employees often

cut the number of jobs and increases living costs. In theMost of the socialist countries of Eastern Europe and short term, structural adjustment often means lessAsia are introducing reforms to reduc central planning income, shrinking public services, hunger, andand increase decentralized, market-oriented deprivation for the poor. This report, available only indecisionmaking and individual initiative. This report Spanish, examines measures and policies for reducingcomprises 16 papers and an overview exploring three the social costs of adjustment. It emphasizes suchbroad questions surrounding this reform movement: * issues as policy coordination, budgeting, targeting ofwhat characteristics of the financial system of socialist programs, and the administrative capacity of the publiceconomies can be changed under reform and what sector. The report summarizes the discussions andconstraints cannot be altered; - how should these presents the conclusions of an EDI senior policycountries proceed to the desired financial system, seminar organized to investigate the role of public policyincluding the time frame, sequencing, and scale of in reducing the social costs of adjustment.reform; * what changes in monetary policy mustaccompany financial reform. The report provides Policy Seminar Report No. 17examples of reforms in Bulgaria, China, Hungary, 1989 - 29 pages * Shelf No. S9078 - LanguagesPoland, the U.S.S.R., and Yugoslavia. The papers in the available: Spanish only -report were first presented at the Workshop on FinancialReform in Socialist Countries, held at the EuropeanUniversity Institute in Florence, Italy, in October 1897. 420/043Seminar Series Development Policy Analysis.1989 * 242 pages * Shelf No. E9074 * Languages - Davies, D.available: E In 1985, EDI conducted a seminar to discuss how the

Institute can contribute to helping developing countriesto avoid bad development policies and to generally

405/048 improve their policy making in the development field.Structural Adjustment in Sub-Saharan Africa. The current situation in many countries, particularly inMills, C. Africa, suggests that there are serious gaps and

failures in development education and training that haveIn 1987 and 1s988 the EDI organized five senior policy been very costly to millions of people. The seminar wasseminars on structural adjustment and the sustainability designed to help EDI resolve some importantof policy reform in Sub-Saharan Africa. The seminars' designed pssu esoci e s important

main obectivewas toprovidea foru where pedagogical issues associated with its policy orientedmain objective was to provide a forum where courses and seminars. This report reflects the essenceparticipants could explore improvements to existing of the discussions and cites the views and comments ofpolicies and ways to make these improvements socially the preeminent scholars attending, in the field ofacceptable and politically feasible. This report is a development policy analysis.synthesized record of the five seminars. Among themain observations and lessons that emerged are: * most Policy Seminar Report No. 4African policymakers clearly recognize the need for 1986 * 41 pages - Sheff No. E9054 e Languagesadjustment to arrest economic and social decline. available: E.Adjustment however, must be seen in a broader contextas involving medium- and longer-term policies in additionto immediate (stabilization) measures; * over the 430/008medium and longer term, adjustment should aim at Management Training and Research formaking the ec6nomies less vulnerable to external African Development.shocks and establishing the basis for sustained growth * Gittinger, J.and development. Current adjustment programs have This report summarizes an EDI/UNDP sponsoredyet to successfully reconcile demand management with roundtable of directors of regional higher-level trainingsupply-enhancing measures. and research institutes of sub-Saharan Africa convenedSeminar Report No. 18 to discuss these issues. Although Africa is one of the1989 * 43 pages * Shelf No. E9084 * largest of the continents, it is also the least integrated,

culturally and physically. One result is that its leadersAlso available in French: Ajustement Structurel en have failed to communicate sufficiently with oneAfrique Subsaharienne. Sheff No. F9088 another. This lack of integration and communication

has retarded the development of management skills,just as it has retarded development of skills in other

40 5/0 49 . areas. The importance of the roundtable grew out of theComo Recuperar el Progreso Social en fact that it was one of the few occasions when thoseAm6rica Latina. concerned with improving management competence onde la Piedra, E. the continent-both Anglophone and Francophone-Adjusting an economy to external shocks can lead to could gather to consider in depth the fundamentalhardships for some segments of the population. development needs to be met in Africa and the impact of

EDI Series 21

what is being done in management training to meet Food and Nutritionthose needs.Policy Seminar Report No. 5 505/003

1987. 66 pages * Shelf No. E9055 - Food Policy Seminar

Also available in French: La Formation et la Gittinger, J.Recherche en Gestion pour le Contemporary thinking in developing countries viewsD4veloppement de I'Afrique. Shelf No. F9056 food policy as a continuum that ranges from production

through distribution to consumption. Policy actionintended to influence any part of the continuum must be

Health assessed not only in terms of its intended major effect,but also in terms of its impact on all other parts of the

490/010 continuum. The topics discussed in the October 1984Financiamiento de la Atenci6n a la Salud en Food Policy Seminar reported in this publicationAm6rica Latina y el Caribe, con Focalizaci6n exemplify this view. Discussions covered currenten el Seguro Social. experience and problems with many aspects of food

Mesa-Lago, C. policy in developing countries. Topics debated includedthe impact of overall economic policy-including price

The purpose of this seminar paper is to provide an up-to- policy-on food availability, nutrition, productiondate look at health care financing in Latin America and increase programs and domestic marketing, rationingthe Caribbean, what are the main problems and possible and subsidies, food aid, food security, and problems ofsolutions.The analysis is based on a thorough review of policy implementation.the literature and available statistics. Given that most ofthe information available emerges from the public Policy Seminar Report No. 2sector, this paper concentrates its analysis on the 1986 * 63 pages - Shelf No. E9051 e Languagessocial security sector which, as defined in this paper available: E .encompasses social security, public health services,and other programs. Project ImplementationSeminar Paper No. 42

1989 - 69 pages - Shelf No. S9089 - Languages 645/013available: Spanish only * Monitoring and Evaluating Development

ProjectsT he South Asian Experience.

490/013AheV.nBmegrMUser Charges for Health Care in Principle and Ahmed, V. and Bamberger, M.Practice. This report summarizes discussions from a seminar on

- Griffin, C. Monitoring and Evaluating of Development Projectsorganized by the EDI in cooperation with the Pakistan

Health services consume valuable resources- Administrative Staff College, PASCOL, and held in Aprilequipment, buildings, pharmaceuticals, supplies, and 1987. The purpose of the seminar was to describe andthe services of highly trained professionals. How assess the strengths and weaknesses of currentcountries pay for and allocate those resources strongly approaches to M&E in order to develop training materialinfluences their ability to provide adequate health care for future courses and seminars to be organized by EDIfor their citizens. User fees are a largely unexploited and by national training institutions in Asia. This reporttool for achieving many financial, efficiency, equity, and describes the current status of M&E in each countrymanagement goals in the health sector in developing and attempts to synthesize the seminar discussionscountries. This paper considers the economics of user with respect to the strengths and weaknesses offees for health care, what we can expect to happen as a current systems and methodologies. Recommendationsconsequence of imposing fees for public medical are included with respect to organizationalservices, some of the main administrative issues that arrangements for M&E at the national, sectoral, andare involved, and examples of how fees are project levels; management issues; methodologicalimplemented in some developing countries. The issues; and the organization of M&E training programs.principal conclusion of the analysis is that potential The last chapter identifies some new directions in M&Eproblems can be most easily solved, and the benefits of which are likely to emerge during the next years.fees most readily captured, if countries concentrate Seminar Seriesfirst on cost recovery in hospitals.

Seminar Paper No. 37 1989;l 91 pages Sheff No. E909t Languages

1988 * 40 pages * Shelf No. E1535 * Languagesavailable: E -

22 EDI Series

Transport forward by the participants of the roundtables to dealwith each of the problem areas.

705/016 Policy Seminar Report No. 9Transport Policies In Francophone Sub- 1988 * 50 pages * Shelf No. E9060 * LanguagesSaharan Africa available: E-Issues and Options.* Levy, H. * * *

This report attempts to capture the essence ofdiscussions at three roundtables organized by EDI, theWorld Bank, and the International Center forTransportation Studies (ICTS). At the roundtables,ministers and policymakers of transport, public works,finance, and planning ministers of 18 countries as wellas representatives of international agencies discussedthe main economic, financial, and planning issuesfacing the transportation sector of Francophone Sub-Saharan African countries. The main themes includeresource allocation in the sector, road maintenanceissues, management of transport parastatal companies,and technical assistance and institutional development.Policy Seminar Report No. 11986 * 50 pages - Shelf No. E9049 -

Available also in French: Les Politiques deTransport en Afrique Francophone au Sud duSahara: Probidmes et Choix. Shelf No. F9050

705/017Politicas de Transporte en America Latina.* Levy, H.Las polfticas quo se aplican en el sector transportetienen una funci6n importante en la tarea derecuperaci6n y desarrollo econ6mico en que seencuentran empenados los Paises de America Latina,para hacer frente a la severa crisis econ6mica que haafectado a la mayoria de ellos durante la decada actual.El presente documento sintetiza las discusiones de dosmesas redondas, organizadas por el IDE, encolaboraci6n con la Divisi6n de Transportes de laRegion de America Latina del Banco Mundial. Ambasfueron dedicadas a analizar los principales problemasen materia de politicas de transporte, que existen en losParses latinoamericanos.Informe de Seminario de Polftica No. 101988 * 45 paginas - Shelf No. S9061 * Languagesavailable: Spanish only

705/019Transport Policy Issues In Sub-SaharanAfrica.* Levy, H. * Malone, P.This report summarizes the discussions held at threeroundtables organized by EDI in 1986 to discussimportant transport policy issues in Sub-Saharan Africa.The report examines four problems related to transportsystems in the area: Economic prospects and resourceallocation and utilization; road maintenance;management of transport parastatal companies; andinstitutional development, training, and technicalassistance. The report provides recommendations put

23

Section 2Training Materials

Order Forms and Instructions 7

English Training Materials 25

Arabic Training Materials 125

Chinese Training Materials 135

French Training Materials 153

Spanish Training Materials 179

Please note that EDI will supply one complimentary copy of any or all materials listed Inthis section.

English Training Materials 25

Topics

Agriculture and Rural Development 27

Development Administration 43

Development Banking 46

Education 46

Energy and Power 51

Environment 59

Human Resources and Management Techniques 59

Industry and Finance 60

International Economic Issues 67

National Economic Management 69

Population, Health and Nutrition 77

Project Preparation and Appraisal 78

Project Implementation 101

Training of Trainers 111

Transport 113

Urban 119

Water Supply and Sanitation 122

Women in Development 123

Multimedia Training Techniques 123

26

Sample Entry

DocumentNumberUse on Order Form

030/031Methodology of Farm InvestmentAnalysis. - | Title-Use on Order Form

Author(s) * Schaefer-Kehnert, W.This Course Note deals with the benefit/cost analysis of on farm investments, which (to shortenthe term) is called farm investment analysis, as distinct from farm income analysis and fundsflow analysis. The paper ....1981 * 38 pages - Shelf No. E0048 * Languages available: A * C* E * F * S

Date of A A=ArabicPublication C=Chinese

E=EnglishF=FrenchS=Spanish

Number ofPages

Shelf NumberUse of Order Form

English Training Materials 27

Agriculture and Rural Development 030/006Farm Output and Income Measures.

[COURSE NOTES Schaefer-Kehnert, W.

0301001 Describes some of the most essential farm output and030/001 Agro-Industrialists Need toKnowabout income measures and explains their computation.What Agro-lndustriallsts Need to Know about These measures are required to analyze (ex-post or ex-Farmers. ante) the annual results of any existing farmingJones, W. operation with respect to its productivity and

This Note outlines the main characteristics of the profitability. The Note serves also as backgroundfarming sector as the supplier of raw materials for agro- information for a calculation exercise illustrating theindustries. practical application of these measures (045/012, Rev

Mar 77, "Farm Output and Income Measures Calculation1975 E 2 pages . Shel No. E0001 "Languages available: Exercise").

1977 * 9 pages - Shelf No. E0009 - Languages available:C.E-F-S.

030/002The Quantification of Farm Debt Capacity. 030/007* Von Pischke, J. Economic Aspects of Intensive BeefThe most useful basis for credit decision making and for Production in a Developing Country.credit project design is found in the approach which * Schaefer-Kehnert W.evaluates and quantifies the borrower's debt capacity.This approach involves four analytical steps that are Examines why intensive beef production in developingfundamental to financial decision making and which can countries has often failed in the past and under whichbe routinely handled within the subject matter of economic conditions such operations have a chance toagricultural economics and simple financial be successful. Feedlot operations and price conditionsmathematics. The debt capacity approach can be in Kenya are used as an example.applied to individual credit decisions as well as to 1978 - 12 pages - Shelf No. E0012 * Languagesportfolio management, project design, and agricultural available: E - S -sector planning.1983 - 35 pages - Shelf No. E0002 * Languages 030/008available: E - S - Beef Cattle Breeding In Kenya.

* Meyn, K.030/003 Analyzes the effects on the productivity and economicsLimited Access of Agricultural Equity of ranch beef production in Kenya by crossbreedingFinance from Sources outside the Firm. local Boran cattle with European breeds. The impact of* Von Pischke, J. dairy ranching in comparison to pure beef production isThe character of agricultural production and the also discussed.organization of the agricultural sector in highly 1978 - 10 pages - Shelf No. E0013 - Languagesdeveloped and in less developed market economies limit available: E -agricultural access to equity capital. Lack of access isreflected in the predominantly small-scale forms oforganization found in agricultural production, such as 030/009proprietorships, small partnerships and closed Ranching In Kenya-Fattening of Steers orcorporations. Cow-Calf Operation.1976 -3 pages - Sheff No. E0004 - Languages available: * Meyn, K.E. An updated version of article originally published in

Kenya Farmer, 11/71.

030/005 1978 X 7pages -Sheff No. E0014 - Languages available:Principles of Agricultural Production EEconomics.- Schaefer-Kehnert, W. 030/011Summarizes the central principles of agricultural Guidelines for the Specification of Creditproduction economics. An introductory note about the Terms.use of price ratios as choice indicators in farming. It * Von Pischke, J.aims at improving the readers' understanding of the An exhaustive list of the general principles which shouldrelationships between farm production incentives and be observed by lenders when they fix credit terms foragricultural price policies. their customers. These terms include the rate of1977 - 11 pages - Shelf No. E0006 - Languages interest, the principal amount, maturity schedules,available: C - E - F - S - recovery mechanisms employed, and security or

28 English Training Materials

collateral requirements. The Note also states other 030/015considerations in the evaluation of the applicant and his Dairy Cattle Breeding In Developingloan application. Countries.1978 - 5 pages - Shelf No. E0016 - Languages available: . Meyn, K.AC-EFS- Examines some of the factors responsible for the low

milk yield per cow in developing countries, the030/01 2 possibilities of increasing yield through geneticThe Quantification of Loan Repayment improvement, and the organizational needs for havingPerformance. large scale Impact.* Von Pischke, J. 1980 - 13 pages * Shelf No. E0027 - Languages

available: E *A brief summary of common measures used in loanrepayment performance-collection ratios, thepercentage of a portfolio that is in arrears, aging of 030/016arrears, the average collection period and the proportion Livestock Production Systems in Semi-Aridof borrowers meeting repayment obligations. Each Rangelands.measure is defined and accompanied by a listing of * Meyn, K.questions that should be answered for meaningful Describes the ecological conditions and livestockinterpretation of the values derived by these measures. Ductibeste semi-al rangeland lingstocAlso included is a new measure called repayment index, production systems in semi-arid rangelands, making the

whichprovdes mor preise bsis or qantiying distinction between semi-arid areas of the "Old World"which provides a more precise basis for quantifying (Asia, Africa) characterized by subsistence systems,repayment. and of the "New World" (America, Australia)1979 - 26 pages - Shelf No. E0020 - Languages characterized by commercial ranching systems.available: E * Emphasis is on discussion of the problems and

development opportunities and experience of the030/013 subsistence systems, and the implications for futureMeasuring Small Farmer's Investment World Bank lending.Incentives. 1980 - 18 pages " Shelf No. E0028 - Languages- Schaefer-Kehnert, W. available: E.Proposes an indicator which can measure the smallfarmer's incentive for joining a development project. As 030/017the rate of return on capital is not a relevant indicator for Outline for Livestock Projects.small farmers, the Note proposes to use the relative * Schaefer-Kehnert, W.increase in the farmer's net income instead. This First issued as a provisional paper in 1967, underindicator can also be used for selecting one among PirD Coopedasia program gives an outlinervarious mutually exclusive investment alternatives and FAO/IBRD Cooperative Program gives an outline foris in this respect a full substitute for the net present preparation of livestock development projects to beworth. submitted for World Bank financing.1979 - 11 pages - Shelf No. E0021 * Languages 1980 - 9 pages - Shelf No. E0029 - Languages available:available: E - F - S - E. F. S.

030/01 4 030/018The Phasing of Inflow and Outflow In Farm Trends in Marketing of Livestock Products.Cash Flow Projections. - Krostitz, W. - Mittendorf, H.* Schaefer-Kehnert, W. This Course Note describes the trends, methods, andDefines and explains some adjustments necessary in special problems of marketing livestock products,farm cash flow projections to allow for the time lags especially meat and milk in industrialized andoccurring between incremental inputs, including initial developing countries.capital investment and working capital requirements, 1980 - 39 pages * Shelf No. E0032 * Languagesand the incremental output generated by the project. available:E-Traditional cash flow projections do not reflect thesetime lags or farmer's liquidity problems but do showoverly optimistic internal rates of return. These errors, 030/01 9when accumulated, can mislead government planners in Financing Agricultural Cooperatives Intheir investment decisions. This Note proposes a time Development Projects.adjusted cash flow projection that avoids these errors. * Turtiainen, T. " Von Pischke, J.1979 * 17 pages - Sheff No. E0024 * Languages Introduces the reader to cooperative finance. Theavailable:E*F-S- importance attached to cooperatives as development

tools in low income countries should be reflected inattention to and understanding of their finances.

English Training Materials 29

Cooperative finance may be considered as a special 030/023case because cooperative objectives differ from some Appraisal and Finance of Intensive Animalof the assumptions of conventional business theory in Production Schemes.market economies. Appropriate analytical tools are * Schaefer-Kehnert, W.presented for use in project work. This Course Note deals with the economic, social, and1980 - 129 pages * Shelf No. E0033 - Languages financial aspects relevant to the appraisal of intensiveavailable: E - animal production schemes in developing countries.

1981 * 23 pages - Shelf No. E0037 - Languages03010 20 available: C - E - S .Some Aspects of Rural Development.* Elz, D. 030/026This Note provides definitions the Bank uses as a basis Comparative Evaluation of Financialfor its lending for rural development. Operational Institutions from a Rural Developmentaspects arising out of these definitions are outlined. A Perspective.brief explanation of the need for rural development, * Von Pischke, J.Bank involvement in this sector, and some of the major Examination of the services offered by financialissues and problems that were encountered since the institutions and by the types of funds they raise andBank entered the field of iending for rural development loans and investments they make provides anare also included. interesting perspective on their suitability for providing1980 8 pages * Shelf No. E0034 e Languages available: financial services to target groups of rural developmentE- or agricultural projects. This Course Note contains brief

sketches of these aspects of post office saving banks,030/021 cooperative savings and credit arrangements,Analytical Framework for Organization and commercial banks, specialized farm credit institutionsManagement of Agriculture Projects. and several informal credit sources.- Sachdeva, P. d Smith, W. 1981 - 14 pages - Shelf No. E0040 - LanguagesThis paper is a summary of World Bank Staff Working available: E - SPaper, No. 375, which outlines a power analysisapproach to the design of organizational structures. 030/0271980 - 10 pages - Shelf No. E0035 - Languages Review of Time Adjustment Methods In Farmavailable: C * E S * Investment Analysis.

- Schaefer-Kehnert, W.

030/022 This Course Note supplements previous course notesdealing with the necessary adjustment of farm budgetsApproaches to the Design of Agricultural to the timing prescribed by the discounted cash flowDJevelopment Projects. analysis. It demonstrates that the use of semi-annual orSchaefer-Kehnert, W. quarterly accounting periods is not a substitute for the

Part A (pages 1-8) identifies and discusses three time adjustment and that this adjustment canpossible approaches to the design of agricultural conveniently be done by introducing a stream ofdevelopment projects, (I) the subsector or product incremental working capital into the cash flow.approach, (11) the functional approach, and (Ill) the 1981 - 10 pages * Shelf No. E0042 * Languagesregional approach. It should be used as background available:E-F-P-S.reading for group discussions and an evaluation of thevarious approaches. Part B (pages 9-12) examineswhich of these approaches is more likely to work under a 030/028given set of circumstances. Presents and discusses a Project Launching.set of six factors that appear to have important effects * Elz, D. . Kordik, H. . Meyn, K.upon the changes for a project's success. It representsthe author's views for comparison with the results of the An enumeration and brief description of the threegroup discussions. phases involved in launching agriculture and rural1980 - 19 pages - Shelf No. E0036 - Languages development projects.available: E - S - 1981 - 6 pages - Shelf No. E0044 - Languages available:

030/029Preparation of Irrigation Projects.- Kirpich, P. - Edited by: Didier, J.Following identification and selection of a specificproject, a feasibility report is normally required before

30 English Training Materials

financing can be arranged. This Course Note describes, 030/033with reference to the feasibility report: (1) Purpose; (2) River Basin Planning.Time required to prepare; (3) Order of magnitude of cost; * Kirpich, P. * Edited by: Didier, J.(4) Desirable content; (5) Institutional arrangements for . .ipreparing the report, including use of consultants; and It Is Increasingly recognized that projects should not be(6) Sources of financing for project preparation. selected and planned in isolation. First, projects shouldfit into, rather than interfere with, desired iong-range1981 * 11 pages * Shelf No. E0046 * Languages options for development on the river basin. Second, inavailable: E many parts of the world water is becoming scarce and

competing uses exist: domestic agriculture, industrial,030/03 0 navigation, and sometimes power generation. A riverIrrigation Framework Planning and Project basin plan is needed. But the following questions arise.irrlgation. How detailed should the plan be? Should the plan be

rigid or flexible? If flexible, how flexible? Who should- Kirpich, P. * Edited by: Didier, J. prepare the plan? How long will specific projects beLong-range plans for very large regions or extensive delayed while the plan is being prepared? These andriver basins need further refinement to cover more other questions are examined in this Course Note withmanageable sub-regions and to provide a basis for reference to three cases from Colombia, India, anddecisions needed in the short-term-say, the next five Ecuador.years. This next level of refinement is often called 1981 * 33 pages * Shelf No. E0053 - Languagesframework planning. It is at this stage that specific available: E-projects should be identified and selected. Frameworkplanning is described in this Course Note using twocases: one in Egypt and one in India. 030/0341981 - 25 pages * Shelf No. E0047 * Languages What's Needed to Make Rural Developmentavailable: E *Work?

* Schaefer-Kehnert, W.

030/031 This Course Note highlights the changing features ofMethodology of Farm Investment Analysis. agriculture and rural development over the last 20 yearsand comes to the conclusion that in many developing* Schaefer-Kehnert, W. countries the main unresolved problem is to make smallThis Course Note deals with the benefit/cost analysis of farmers' cooperatives work. The paper was written as anon farm investments, which (to shorten the term) is editorial (in a slightly modified version) for the Quarterlycalled farm investment analysis, as distinct from farm Journal of International Agriculture.income analysis and funds flow analysis. The paper 1981 * 4 pages * Sheff No. E0054 - Languages available:examines the difference between farm investment and E.F.other types of analysis with respect to objectives,methodology, and performance criteria. It gives specificguidance in the phasing and order of presentation of 030/035costs and benefits, the projection of investment Organization of Agricultural Productionfinancing and the treatment of inflation. Finally Services in Rural Development Projects.performance criteria and indicators are discussed and * Schaefer-Kehnert, W.their practical application demonstrated. This Course Note describes various alternatives that1981 * 38 pages * Shelf No. E0048 - Languages exist in organizing production services required byavailable:A- C-EF-S- farmers engaged in rural development. These

organizational alternatives largely depend on the basic030/032 design of rural development projects as, for example,Drainage Requirements. regional, subsectoral, or functional designs. Theadvantages and disadvantages of these alternatives* Kirpich, P. * Edited by: Didier, J. are described and their possible evolution fromThis Course Note deals with the more technical aspects government to farmers' self-help organizations isof drainage, which are increasingly recognized as a vital examined.component in the planning and design of irrigation 1981 * 17 pages * Shelf No. E0056 - Languagesprojects. The Note first distinguishes between drainage available: E . F * S -requirements in humid zones and then examinessurface and subsurface drainage requirements.1981 * 39 pages * Shelf No. E0052 * Languages 030/039available: E- Economic and Social Aspects of Animal

Production In the Rangeland Areas of theWorld.* Brown, L. * Schaefer-Kehnert, W.Reprint from the Proceeding of the Ill World Conferenceon Animal Production (edited by R.L. Reid, Sydney

English Training Materials 31

University Press 1975, pp.47-52) under the title 030/057'Economic and Social Aspects of Animal Production in Social Aspects of Project Preparation andRelation to Conservation and Recreation." The paper Appraisal.highlights the crucial constraints of livestock * ingersoll, J.development in the vast natural grassland areas To ensure that projects fit and work successfully in thepopulated by pastoral people who are holding these local people's way of life, the World Bank has includedlands in communal ownership. social analysis in its appraisal of all projects, and now1982- 7pages - Shelf No. E0063 . Languages available: expects borrowers to include social analysis andE F planning in project preparation. This paper is intended to

introduce policy makers and project managers/030/040 designers to social analysis: not how to conduct it, but

IrrgatonWater Charges, Benefit Taxes, and what it is, why it is needed, what it can contribute, andIrrigation Water Chges. the main issues it covers. This paper presents aCost Recovery Policies, rationale for including social analysis in project

Bruce, C. * Hotes, F. * Ray, A. * Issued by: Gittinger, J. planning, and a general strategy for carrying it outThis Reprint reproduces OPN No. 2.10 of the World based on recent Bank guidelines. It contains 2 pages onBank. OPNs provide guidelines to World Bank staff on tribal minority groups and involuntary settlement.various aspects of methodologies to be used in the 1985 - 21 pages * Shelf No. E1372 - Languagesfinancial, economic, and social analysis of projects. available: E- F -S S

1980 - 16 pages - Shelf No. E1222 - Languagesavailable: E * 030/058

Factors Affecting the Commodity Markets in030/043 the 1980's.Time Schedule of Field Workshops In Rural * Duncan, R.Project Planning and Appraisal Courses. This Course Note discusses recent changes in- Schaefer-Kehnert, W. commodity markets and presents some ideas aboutThis Course Note summarizes EDI experiences in future commodity market behavior.scheduling field workshops as a training device in rural 1984 * 11 pages - Shelf No. E1371 - Languagesproject planning and appraisal courses. It gives a available: E-detailed breakdown of the necessary time allocationsand describes the sequence of activities on a day-to-day basis. The Note may be used for training trainers to 030/06 0conduct field workshops in regional and national rural Rural Finance: An Introduction todevelopment courses. Agricultural Credit Policies and Issues.1983 - 6 pages - Shelf No. E0905 . Languages available: * Wallis, J.EF.S The purpose of this Course Note is to present an

overview of the principal issues regarding agricultural030/055 credit policies. It is intended to be used at the beginningChecklist for the Preparation of Agricultural of a seminar or course as a general introduction to theProjects. subject of rural finance as a support for agricultural

Schaefer-Kehnert, W. ~~~~development.1985 - 5pages * Shelf No. E0064 - Languages available:

Provides a checklist of items to be included in the Eagricultural project preparation reports submitted with arequest for external financing. The list does not refer toa specific type of project and thus may need to be 030/066modified from case to case. The International Commodity Markets-Recent1978- 3 pages -Shelf No. E0458 - Languages available: Trends and Future Changes.C.E-FFPS. * Flood, D.

This Course Note presents and discusses some030/056 fundamental changes occurred in the internationalThe Costs of Farm Machinery. system of commerce in the 1970s.* Schaefer-Kehnert, W. 1984 - 11 pages * Shelf No. E1375 * LanguagesThis Note is a proposal on how to estimate the useful life available: E -of a machine and its average capital and repair costs.1977 - 8 pages * Shelf No. E0005 - Languages available:E.

32 English Training Materials

030/072 economic and financial risks arising from the decision ofCash Flow Analysis of Investments which whether or not to undertake a given project.Become Immediately Operative. 1986 - 112 pages - Shelf No. E1424 - Languages* Schaefer-Kehnert, W. available: E -This Course Note demonstrates that the format of time-adjusted cash flow projections should also be applied to 030/093investments which become immediately operative. Measuring and Accounting for PortfolioUsing traditional format would grossly overstate the rate Performance In Development Fg nanceof return, whereas the time-adjusted format leads to Institutionsc Numerical Examples.results which are close to the accuracy of quarterlycash flow projections. * Mooney, F.1984-4 pages - Shelf No. E1154 * Languages available: Measurement of loan repayment performance isE. required for efficient management of credit programs

and of financial institutions. It is also essential to theevaluation of a lender's performance and, it can

030/074 contribute to formulation of public policy governingTools of Financial Analysis. financial markets and institutions. This Course Note and* Ribon, B. Exercise provides numerical examples to facilitate the

T C N pu in understanding of loan performance measuresThis Course Note presents different tools used in discussed in Course Note 030/085 "Measurement ofproject financial analysis. Loan Repayment Performance." It includes 181985 - 16 pages - Shelf No. E0409 * Languages exercises and is intended for 3 major uses: 1) as a self-available: E- F teaching guide for bank employees with accounting

experience; 2) as an example of accounting procedureswithin an institution; and 3) as a reference for trainers

030/085 seeking to illustrate different loan repayment measuresMeasurement of Loan Repayment and accounting practices.Performance. 1987 - 136 pages - Shelf No. E1493 * Languages* Flath, P. * Mould, M. * Vogel, R. * Von Pischke, J. available: E -Measurement of loan repayment performance isrequired for the efficient management of credit programsand of financial institutions. It is also essential to the 030/094evaluation of a lender's performance, and it can An Overview of Agricultural Credit Systemscontribute to the formulation of public policy governing in Selected Asian Countries.financial markets and institutions. Measurement of loan * Quinones, B.repayment performance is relatively simple This Course Note gives a short overview of agriculturalmathematically, as demonstrated in Course Note credit systems in selected Asian countries. The note030/093, Measuring and Accounting for Portfolio first describes the agricultural setting of the region andPerformance in Development Finance Institutions: then discusses the dualistic financial system prevalentNumerical Examples. However, interpretation of in most Asian countries, lists agricultural credit policies,performance indicators is complex because of the large and concludes with a discussion of the institutionalvariety of alternative measures that can be used. This system for agricultural credit.Course Note describes some of these measures andattempts to specify the usefulness of each. 1987 * 20 pages * Shelf No. E1433 - Languages1987 - 23 pages - Shelf No. E1492 e Languages available: E-available: E -

030/09 9030/088 Performance Improvement ProgrammingConsidering Uncertainty In Project Appraisal. (P.I.P.)-instrument and Methodology.* Szekeres, UA * Shirima, P.This Szekerses, Note presentsanddiscussessome Performance Improvement Programming (P.l.P.) is aThis Course Note presents and discusses some systematic and logical managerial problem solvinganalytical methods for dealing with uncertainty, such as technique to help any organization or part of it tosensitivity analysis, decision trees method, and risk overcome problems of inefficiency and lowanalysis using the Monte Carlo Simulation method. The performance. This document explains the methodologydocument also includes a sample project evaluation and and gives examples. The Annex contains therisk analysis applied to an agricultural investment worksheetsto bexfilled by participants.project. This was performed using PROPLAN, asoftware system which makes it possible to quantify the 1986 - 50 pages * Shelf No. E1420 - Languageseffects of various sources of uncertainty on the available: E - F -

English Training Materials 33

Xsm 08mg administrative, and financial problems developed. Toavoid these shortcomings in the future, it might be

030/101 advisable to change the design of the project beforeRapid Rural Assessments for Sub-Saharan further financial assistance is given to GOI.Africa: Two Case Studies. Participants should analyze problem areas, particularly* Eklund, P. those concerning organization and management issues,

and decide if the project should be continued and if so,This paper presents two case studies from Africa as su est im roements.examples of what can be accomplished through careful, suggest Improvements.but rapid assessment of conditions in rural areas. This 1981 - 27 pages * Shelf No. E1412 - Languageswill be of particular interest to planners and managers of available: E.rural development schemes. The author initiallyprovides an explanation for the increasing interest inrapid rural assessment, both to assess initial conditions 0351010before starting to design rural development projects and Land Settlement Policy.also, and perhaps even more important, to monitor the * Elz, D.response by rural communities to changing economic Reviews one of the first large-scale settlement schemesconditions and technical recommendations. The in Malaysia, the Jengka Triangle, partly financed by theannexes provide more detailed descriptions of the field Bank. The scheme consists of three projects. The firstwork in Zambia and Zaire and examples of planning and became effective in December 1968 and was completedquestionnaire documents. at the end of 1975. The second two projects are nearWorking Paper completion. The agency entrusted with the executing of

the program was the Federal Land Development1990 e 101 pages * Shelf No. E1660 * Languages Authority (FELDA). The review is based mainly onavailable:E experience with the Jengka projects and appraisal

reports of the Bank's three Jengka projects.030/103 Subsequent developments have been taken intoAdaptation of Farming Systems to Population account to illustrate the development of theGrowth and Resource Conservation Needs In Association. Participants are asked to evaluate: (a)Developing Countries. replicability of Jengka-type projects in their countries;

(b) the specific design aspects of this type of project;Schaefer-Kehnert, W. and (c) issues of implementation and management.

This Course Note describes the possible adaptation of 1981 - 22 pages - Shelf No. E0075 - Languagesfarming systems to the pressures of population growth available: E.and the needs of resource conservation. In thiscontext, the paper compares the specific agriculturaldevelopment problems of developing nations to those of 035/011the industrialized countries in the past. The paper also Colombia-Integrated Rural Developmentexamines the forces in play in agricultural development, ProJect.while the main chapter deals with the adaptability of * EIz, D.major farming systems in the various climatic zones ofthe tropics and subtropics in which the developing This report outlines the rationale, organization andcountries are located. Finally, the paper describes physical components of the Integrated Ruralgovernment policies that can stimulate and direct the Development Project. Its major feature is supervisednecessary adaptation processes. credit to poor smallholders, but it also includes funds to

improve environmental conditions such as health,1986 * 23 pages * Shelf No. E1437 - Languages education, infrastructure, etc. The project organizationavailable: E calls for integrated cooperation, coordination and

execution of the service agencies involved in the

CASE S1UDIES FOR : project. The Case studies the following issues: (a)CASE STUDIES FOR potential problems that may arise during the course ofPoLicyDiSCussIoN project implementation and precautionary steps that

can be taken to minimize their impact, and (b) relation035/009 between the size of the project and the needs of theIndonesia Small Holder and Private Estate total small farmer population of the project area.Tea Project.* Elz, D. 1981 * 30 pages - Shelf No. E0076 * Languages. Elz, D. ~~~~~~~~~~~~available: E.In 1973 the International Development Association(IDA) made a loan of US $7.8 million to the Governmentof Indonesia (GOI) to improve the productivity of the 035/013smallholder and private estate tea industry. With less Case Exercise In Organizational Placement.than a year left before the IDA loan expires, GOI is * Elz, D.contemplating the possibility of further assistance to The purpose of this Case is to apply the principlesthe tea industry. During the implementation of the involved in assessing the suitability of different kinds ofproject some major technical, organizational,

34 English Training Materials

organizations for implementing rural development 035/032projects and to select appropriate project Developing a Monitoring and Evaluationimplementation organizations to carry out three of the Program for Agriculture In Benin.rural development projects appended to this paper. The * Marchant, T.Case contains four examples of different organizations. This Case Study has been prepared to illustrate certainFor best results these examples should be selected for difficulties that are commonly experienced in thegroup study, allowing one day to prepare an mitoing at aluation experiencd itorganization proposal and a subsequent session for monitoring and evaluation of agricultural projects. Itpresentation and discussion. focuses in particular on two problems: (1) the objectivesof the monitoring and evaluation program are often not1982 * 25 pages * Shelf No. E0079 * Languages clearly defined with the result that different groups haveavailable: E - different expectations of what is to be achieved, and (2)

the administrative infrastructure within which the035/030 monitoring and evaluation is to operate, is frequently notRwanda Agricultural Sector Management conducive to an efficient or effective program.Case Study. 1986 * 12 pages * Shelf No. E1414 - Languages* Bunyasi, S. * Deren, B. available: E * F eThe objective of this Case Study is to have groupssimulate a process of restructuring government 035/033services and activities to support a development project PRODEROM Project, Case Study andor a given adjustment process. The Case Study helps to Training Guide.expose the decision-making process and to illustrate, in * Marchant, T.a simple way, the complex web of institutions and otherentities with competing interests. The simulation This Case describes how a project monitoring andprocess involves two steps: 1) specification of evaluation unit can be organized and used to be ofdecisions and activities that must be executed to assistance to the project management team as well asachieve goals of governmental performance and; 2) to other agencies: what information are needed, how toagreement through consensus of the extent of authority present M/E results in a meaningful way. The case alsoand responsibility exercised for each activity. Used in proposes that adoption rates provide a better indicatorthis way, the Case Study can bring out some of the of project performance than changes in productionimplications for public sector management arising from levels.current assessments of development policy 1986 * 14 pages e Shelf No. E1494 - Languagesperformance in developing countries. available: E - F -1987 - 77 pages - Shelf No. E1434 - Languagesavailable: E - 035/034

Integrated Rural Development in Mali.035/031 * Austin, J. . Tasch, E.Public Investment Programming for This Case deals with project design and implementationImproving the Allocation of Resources to issues for an integrated rural development project. ItsEconomic Development: The Case of pedagogical value stems from the opportunity toMadagascar. analyze the initial poor performance of the project as a- Bunyasi, S. - Deren, B. basis for then developing a new management strategyThis Case Study illustrates several issues surrounding which would correct the weaknesses. This case shouldefforts of developing countries to allocate coherently be used as a companion case to the Mali-Sud I Casepublic sector resources within a diverse planning Study (035/035).environment. These efforts can be effectively 1986 - 15 pages * Shelf No. E1422 e Languagesundertaken through Public Investment Programming, available: E.which is both a procedural and an institutional responseto a country's need to set priorities among futureinvestment decisions, coordinate various sources of 035/035financing and assess overall capital requirements. The Mali Sud I (Cotton) Case Study.difficulties in realizing the use of Public Investment * Austin, J. * Lynch, J. * Tasch, E.Programmes (PIPs) in the management of economic This Case Study deals with managerial issues in andevelopment fall broadly into two areas: formulation and agricultural development project where theimplementation. The recent efforts of Madagascar to "management function" encompasses the tasks ofestablish a PIP provide an occasion to consider some of project design an implementation and theirthe problems and their implications for agricultural interrelationships. Much of the richness of the case liessector development. in historical evolution of the project: great initial1985 * 65 pages - Shelf No. E1413 - Languages success in cotton is followed by dismal deteriorationavailable: E -

English Training Materials 35

and raises questions then about the follow-up on Mali in price index units, which attempts to remove theSud II project. influence of inflation and provide an indication of income1986 * 21 pages - Sheff No. E1423 - Languages in units of uniform value over the entire time series.available: E 1984 * 3 pages - Shelf No. E0087 . Languages available:

E

MGdsm 02(&UM9

035/044 040/010The European Fresh Produce Market- Yemen Arab Republic-Soulhern UplandsMarketing Challenges and Resources for Rural Development Project Case Study.Suppliers In the Mediterranean Basin. - Von Pischke, J.* Jones, S. This Case provides an example of farm models done to a

high professional standard, based on the AgricultureThe purpose of this paper is to describe recent Annex in the appraisal report of the Southern Uplandsdevelopments in the European fresh produce market Rural Development Project in the Yemen Arab Republic.and to consider the marketing implications of these Simple Develont Pre in thesuggestArhe financial

deveopmntsfor suppliers in Mediterranean Basin Sipecalculations are used to suggest the financialdevelopmentstfor is in Mederaneantitivn implications of the on-farm innovations projected in thecountries. No attempt IS made to provide a quantitive models. Discussion questions explore relationshipsanalysis, this has been done many times before, but between the returns and the risks of the innovationsinstead to offer a descriptive and analytical account. * * rThe Mediterranean Basin supplying countries which are projected at project appraisal.the focus of attention for this paper include Morocco, 1983 - 22 pages - Shelf No. E0089 - LanguagesTunisia, Egypt, Cyprus, and Turkey. The European available: E -market is considered largely in terms of the EuropeanCommunity member states and particularly those whichare the major importing countries, i.e. the United 040/011Kingdom, West Germany, France, and The Netherlands. Re-appraisal of HMmachal Pradesh AppleThe paper begins by describing the major recent Processing and Marketing Project (India).development in the European fresh produce market. The * Von Ruemker, A.next section assesses the marketing implications of Presents five major components of apple processingthese developments for Mediterranean Basin suppliers and marketing; transportation, procurement of fruits,and the last section offers some comments on the grading and packing, storage, and processing. Usingmarketing strategy options which are available to these both domestic and world price methods, readers mustcountries. compute operating costs, and financial and economic1989 - 50 pages * Shelf No. E1572 - Languages rates of return. They must have some knowledge ofavailable:E - F depreciation, working capital, income statement,

discounted cash flow analysis, and efficiency shadowpricing.

CASE STUDIES FOR COMPUTATION 1977 - 17 pages * Shelf No. E0090 * Languagesavailable: E.

040/007El Mullak Dairy and Farm (Egypt).* Jones, W. 0401012Shows how to use benefit-cost analysis to cross- Philippines Fishpond Project Case Study.examine the merits of dairying and crop farming on * Abarrientos, E. - Jones, W. * Von Pischke, J. * Revisedirrigated la'nd. The Case involves computing both by: Von Pischke, J. Abarrientos, E.financial and economic rates of return before financing, Illustrates techniques basic to all fish farming activities,opportunity cost of land, and investment cost per using discounted benefit-cost analysis. The analysis isEgyptian job. complete: different pond models, aggregation, and1976 - 7pages - Shelf No. E0086 - Languages available: economic and financial analysis for pond operators,197 development bank, and government as a whole, with

appropriate sensitivity tests.1980 - 20 pages e Shelf No. E0091 - Languages

040/008 available: E -Variability of Farm Income: UruguayLivestock Case.* Von Pischke, J. 040/014Agricultural income fluctuates and the variability of the Epitoria Dairy Development Project.income of individual producers tends to be greater than * Schaefer-Kehnert, W.that for the agricultural sector as a whole. This Case Deals with a complex dairy development project,deals with the variability of producer receipts in comprising investments in small and large dairy farms,Uruguay's beef cattle industry. Receipts are expressed crossbreeding and sud farms, a milk collection system

and processing plant, a feed mill and supporting

36 English Training Materials

services, including farm credit, extension, research, inclusiveness, and limits of the economic rate of returnand training. The reader is asked to separate and criterion become apparent in this process.analyze the project component concerned with the 1983 * 56 pages - Shelf No. E0097 * Languagesdevelopment of large dairy farms by recalculating the available: E - F- S.model farm budget, aggregating the project cash flow,and investigating the financial and economic impact ofthis project component. 040/01 9

1984 * 25 pages - Shelf No. E0093 e Languages Tamil Nadu Agricultural Credit Project (India)available: E- F Case Study.

- Gittinger, J. * Jones, W. * Schaefer-Kehnert, W.

040/015 Deals with an agricultural credit project that financesIntegrated Poultry Complex Case Study. investments in minor irrigation, land levelling, drainage,

and farm mechanization. The Case discusses theMeyn, K. technical, financial, and economic aspects of a complex

This Case is based on a feasibility study by an rural credit project presenting two basic farm models. Itinternational investor who intended to take over a small also shows the difference between traditional and time-poultry farm in Kenya and to develop it into an integrated adjusted farm cash flow projections as described inpoultry production complex over 3 years. The integrated 030/014 'The Phasing of Inflow and Outflow in Farmpoultry complex was intended to include parent farms, a Cash Flow Projections." See 040/020 for a credit termshatchery, a broiler-growing farm, a slaughter factory, exercise.and a demonstration unit for smallholder broiler 1982 - 11 pages - Shelf No. E0099 - Languagesproducers. The Case emphasizes the linkages between available: E -the different stages in broiler production andprocessing. The participant is asked to calculate theaggregate investment and operating costs, complete 040/0 20the cash flow projection, and calculate the financial rate Tamil Nadu Agricultural Credit Project (India)of return before and after financing and the benefit/cost Credit Terms Computation Case.ratio. * Gittinger, J. * Jones, W. * Raje, M. - Schaefer-Kehnert,

1980 * 17 pages * Shelf No. E0094 - Languages W. * Von Pischke, J.available: E - Extends the financial analysis of a basic farm model into

a credit terms exercise to redesign the terms and040/017 conditions of farm development loans so that moreKadana Irrigation Project Case Study. social objectives and revised credit policies of the

financing institution can be met. The Case includes ana Gittinger, J. analysis of the impact of different credit policies on theThis Case Study illustrates the method of determining cash flow of the financing institution under a 5-yearbenefits and costs on a per hectare basis and then lending program to find a solution that reconciles theaggregating them (along with project investment and interests of the farmers with those of the financialoperating costs) to obtain a project cash flow. It also institution and the national economy.illustrates the method of using border prices to evaluate 1980 - 39 pages - Shelf No. E0100 * Languagesthe benefits. The Case offers the opportunity to discuss available: E -a number of project design and economic policy issuesthat affect irrigation investments.

1981 - 10 pages - Shelf No. E0096 - Languages 040/021available: E - The Gambia Rice Production Project.

* Canon-Olivares, P. * Gittinger, J. * Jones, W.

040/018 This Case Study provides people who have learnedAgricultural Budget Planning Game. discounted benefit-cost analysis an opportunity to

apply it to a real project. The Case is a simple farm* Hubert, E. * Jones, W. * Wheeler, G. * Revised by: model with identical financial, and economic pricesOlivares, P. (except labor). It is relatively complete involving farmThis game simulates the final stages of decision making budget, aggregation, financial, and economic (but noton the agricultural investment budget for a five year fiscal) analyses and sensitivity test. The Case utilizesplan. From dossiers on the 18 available projects, the time-adjusted farm cash flow projection approachparticipants work out economic rates of return and that allows a time lag between incremental inputs,government-budget implications for the five-year plan. including initial capital investment and working capitalThey then report on their projects. Provided with requirements and the incremental output generated byinformation on national priorities and budget the project. 030/014 "The Phasing of Inflow and Outflowconstraints, they must decide on the budget. The uses, in Farm Cash Flow Projections' is recommended as

supplementary reading.

1982 * 17 pages * Shelf No. E0101 * Languagesavailable: E -

English Training Materials 37

040/022 040/027Agricultural Development Project (The Philippines Smallholder Tree-Farming.Gambia): Risk-Analysis Supplement. * Elz, D. . Gregersen, H.* Jones, W. This Case is based on a real project that has beenThis document is a supplement of the case study on the completed. The smaliholder tree-farming project"Gambia Rice Production Project," 040/021. It describes described is now an ongoing operation. The project isand shows the way sensitivity analysis and risk explained in the attached pages, adapted from a caseanalysis work. study of the project prepared by the FAO.1977 * 13 pages * Shelf No. E0102 * Languages 1983 - 21 pages * Shelf No. E0892 * Languagesavailable: E * available: E -

040/023 040/028North China Plain Agriculture Project. Khaipur II, Tile Drainage and Irrigation* Schaefer-Kehnert, W. Project Case Study.This Case Study is based on the first agricultural *Bolt, C.- Canon-Olivares, P. - Zimmer-Vorhaus, E.development project financed by the World Bank in the This Case Study is designed to train participants in thePeople's Republic of China. It is designed to train methodology of appraisal of irrigation projects based onparticipants in the methodology of agricultural project a variety of crops. It includes determination of projectappraisal. First an analysis of a basic farm investment is water demand and supply, calculation of farmers'done and it includes the calculation of the rate of return benefits, of economic project analysis, and of recovery(IRR), the increase in farm households' income (NBI), of project costs.the credit financing, the sensitivity to changes in 1983 * 61 pages * Shelf No. E1364 * Languagesbenefits and costs (BCR), and the impact on farm labor available: E-requirements (labor profile). Secondly, the financialanalysis of a subproject is done to include thecomputation of total project costs, establishment of a 040/029financing plan, projection of farm credit disbursement Magat River Multipurpose Project: Stage Iand repayment schedules, and calculation of the cost Case Study.recovery index. In the third step the economic analysis * Bolt, C. * Zimmer-Vorhaus, E.of the subproject is done. It includes shadow pricingeconomic rate of return calculation, and a sensitivity This Case Study is designed to train participants in thetest. The project would be the first large-scale attack on methodology of appraisal of irrigation projects in thesoil salinity and waterlogging in China and serve as a humid tropics, based on rice. It includes determinationmodel for future development of the more than 6 million of areas irrigable from a given water source, calculationha of land in North China Plans affected by salinity and of farmers' benefits, of total project costs as the basiswaterlogging. The project would improve the of project financing, of economic project analysis and ofenvironment for crop production and have no adverse recovery of project costs.environmental effects. 1985 * 31 pages - Shelf No. E1366 - Languages1984 - 30 pages * Shelf No. E0853 * Languages available:E.available: C - E -

040/030040/024 Sudan, Rahad Rehabilitation Project CaseIndia Rural Credit Terms Case Study. Study.* Schaefer-Kehnert, W. * Von Pischke, J. * Bolt, C. * Zimmer-Vorhaus, E.This Case Study is based on the Fourth Agricultural This Case Study is designed to train participants in theRefinance and Development Corporation (ARDC) Credit methodology of appraising irrigation projects. It includesProject supported by the World Bank in India. This Case determination of water demand (for cotton, groundnutstrains participants in designing credit terms for rural and vegetables), calculation of farmers incrementaldevelopment financing. income, establishment of total project costs as basis for

a financing plan and determination of financial and1984 * 17 pages * Shelf No. E0854 * Languages economic costs and benefits and calculation of theavailable:C.E-F- projects economic rate of return. It includes further

calculation and discussion of different systems of040/026 recovery of project cost.West African Smallholder Forestry Project 1983 * 38 pages * Shelf No. E1365 * LanguagesCase Study. available: E.- Elz, D. * Hoisington, C.

1983 - 30 pages e Sheff No. E1045 e Languagesavailable: E -

38 English Training Materials

040/031 were both economic as well as political. However well-Arborea Social Forestry Project. intentioned, the outcomes of these policies frequently- Canon-Olivares, P. differed substantially from those stated objectives.

Thi Cae Sudyis asd o a ocil fresryproject in More recently, dissatisfaction with production trends,This Case Study is based on a social forestry the in export earnings and operational deficits of public sectora Sub-Saharan African country supported by the World agencies, coupled with encouragement from theBank. The Case Study is designed to train participants international donors, have increased recognition of thehow to appraise social forestry projects. e t concludes need for either reform or even dismantling of statefarm investment analysis for three farm models, controlled agricultural marketing systems. Just betweenorganizational design for project implementation, and 1986 and 1988, authorities in more than 25 developingeconomic project analysis. countries have attempted, in one degree or another, to

1985 * 15 pages * Shelf No. E1363 * Languages reduce the level or the intensity of public sectoravailable: E - intervention in the marketing of agricultural inputs

and/cr outputs.The measures adopted have differedwidely. This is the first in a series of ten papers intended

040/044 to provide documentation on the policy adjustmentIndia, Fourth Agricultural Credit Project Case processes under review, in order to assist staff of EDI,Study. the World Bank, policymakers and trainers in developing* Deren, B. * Zimmer-Vorhaus, E. countries to understand better the process ofThis Case Study includes the calculation of farm cash liberalizing agricultural marketing systems.flows (in the time adjusted format), of conversion of Working Paperfinancial prices into economic values for cotton, wheat, 1989 - 17 pages - Shelf No. E1597 * Languagesgroundnuts and non-traded grains and discusses the available: E -different types of aggregation of project costs andbenefits in credit projects which are based on farminvestments. Different methods of aggregation of costs Nine additional papers are listed below:of loan administration and other projects overheads are 040/055included. Smallholder Fertilizer in Malawi.1985 * 30 pages * Shelf No. E0982 * Languagesavailable: E- 1989 - 24 pages - Shoff No. E1598 * Languages

available: E -

0401056040/047 Grain Marketing In Colombia.The Challenge of Development: A Case Studyof the Baringo Pilot Semi-Arid Area Project in 1989 * 18 pages * Shelf No. E1599 * LanguagesKenya. available: E* Ireri, D.In this Case Study the challenges of development in the 040/057arid and semi-arid areas of Kenya are discussed by Grain Marketing In Ecuador.presenting a study of the Baringo Pilit Semi-Arid Area 1989 - 18 pages - Shelf No. E1600 * LanguagesProject. The challendges pertain to choices betweeneconomic efficiency and social welfare, the intricacies available: Eof managing a fragile ecology, the problems ofreconciling short-term with long-term planning, the 040/058difficulties in selecting from various technologies, and Grain Marketing in Somalia.the issue of managing external technical assistance.

1989 * 13 pages *Shelf No. E1601 * Languages1989 * 81 pages * Sheff No. E1588 * Languages available: E -available: E -

040/059Mm °ULLgU Groundnut Marketing In Senegal.

040/053 1989 * 16 pages * Shelf No. E1602 * LanguagesFertilizer Marketing In Bangladesh. available: E -* Deloitte Haskins and SellsDuring the 1960s and 1970s, there was a trend in 0401060developing countries to bring agricultural marketing and Cocoa Marketing In Nigeria.input supply systems under the control of the publicsector, occasionally even through the creation of 1989 * 16 pages * Shelf No. E1603 * Languagesofficial monopolies. The nominal objectives for available: E -increased government intervention in these activities

English Training Materials 39

040/061 045/012Rubber Marketing in Nigeria. Farm Output and Income Measures

Calculation.1989 - 9 pages - Shelf No. E1604 * Languages * Schaefer-Kehnert, W.available: E-

Illustrates the calculation of farm output and incomemeasures considered to be key indicators in farm

040/062 business analysis. The Exercise uses a hypotheticalPlantation Sector in Malaysia. farm budget based on Ethiopian farm management

1989 - 9 pages - Shelf No. E1605 - Languages figures.available: E - 1977 * 6 pages - Sheff No. EO1 14 . Languages available:

C.E.F.S.

040/063Coconut Marketing in the Philippines. 045/015

Farm Income Exercise for an Irrigated Small1989 * 26 pages * Shelf No. E1606 - Languages Farm In Egypt.available: E -* Brown, M. * Ghany, H.

Illustrates the preparation of farm budgets, laborIEXERCISESI profiles, cost of production, enterprise profit, gross

output, gross margin, net farm income, family labor045/003 income, investment income, and management income.Agricultural Project Schedule Selection. 1978 * 13 pages - Shelf No. E1359 - Languages* Gittinger, J. - Lamson-Scribner, F. available: E -Reviews three examples of project schedules, one fromthe Yong San Gang Irrigation Project in Korea, one from 0451016the Upper Nile Delta Drainage Project in the Arab Farm Income, Farm Investment and FundsRepublic of Egypt, and one from Bihar Agricultural Flow Analysis.Markets Project in India. Participants are asked to: (1)evaluate the differences between the schedules and (2) * Schaefer-Kehnert, W.discuss the advantages and disadvantages of each This Exercise combines a farm income, a farmone. investment and a funds flow analysis to demonstrate1974 - 4 pages - Shelf No. E0105 -*Languages available: the relationships ( and differences) between these threeE. types of analysis. All three are based on the same farm.

The income analysis is dealing with one year of currentoperations; the investment analysis examines a project

045/007 of dairy development over the useful life of thePig-rearing Supplementary Enterprise Budget investment; and the funds flow analysis considers theExercise. financial situation of the farm during the repayment* Brown, M. period of the development loan.After the basic farm plans for a project had been 1987 - 10 pages - Shelf No. E0119 - Languagesprepared, the analysts realized that the farm family net available: C * E. Fe S benefit calculated would not be adequate to support thelarger among the families who would benefit from the 045/017project. Participants are asked to analyze the possible Loan Repayment Computations for Tea andinclusion of the pig-fattening operations, as a other Agricultural Projects.supplementary enterprise. * Elz, D.. Gittinger, J.1974 - 2 pages - Sheff No. E0109 - Languages available:E- This Exercise provides a review of several

computations commonly associated with agriculturalcredit transactions. They are important in doing the

045/010 financial analysis of farm plans as a basis for projectSprinkler Irrigation (Egypt). evaluation.* Hassan, R. 1979 - 19 pages - Shelf No. E0121 - LanguagesIntroduces the schemes and techniques of several available: E-sprinkler irrigation experiments employed on a widescale throughout Egypt and contemplated for potentialareas of newly reclaimed lands.1976 * 9 pages - Sheff No. E01 12 * Languages available:E-

40 English Training Materials

045/018 045/023Farm Income for an Energized, Well-Irrigated Alternative Investment Decisions ExerciseSmall Farm in Pakistan. (Kenya Smaliholder Dairy Development).* Brown, M. ̂ Haq, M. * Schaefer-Kehnert, W.This Exercise illustrates the preparation of farm budgets Intends to train the student in selecting one amongand involves computation of labor profiles, cost of various investment alternatives as the basis for a dairyproduction, enterprise profit, gross margin, net farm development project. The choice is between differentincome, family labor income, investment income, and dairy farming technologies that require higher or lowermanagement income. capital investments and have different revenue1979 - 17 pages - Shelf No. E0122 - Languages generating capacities. The decision to be made isavailable: EpE fundamental for the shape of the cost and benefit

streams and the capital intensity of the project.

1981 - 9 pages . Shelf No. E0 128 . Languages available:045/020 E.* F.Debt Capacity and How It Is Computed-Simplified Example.* Von Pischke, J. 045/024This Exercise attempts to explain in a simplified way the Farm Budget Exercise.application of the concept of debt capacity to seasonal * Elz, D.loan terms. Debt capacity is derived from expected This Exercise is a simple, practical application of theUncommitted Cash Flow adjusted for reasonable methodology of farm investment analysis. Changes inassumptions of expected adversity and for claims that sugar cane production and processing technology andthe borrower considers more important than the their effects on farm income and cash flows serve as anrepayment of debts to the lender undertaking the example. It is recommended that you read 030/031Uncommitted Cash Flow calculation. The purpose of "Methodology of Farm Investment Analysis" for a betterfinding the borrower's debt capacity is to determine the understanding of the subject.loan amount that he can reasonably be expected to 1981.9 pages.Shelf No. E0129.Languages available:handle without embarrassment or hardship. This EExercise is based on Course Note 030/002 "TheQuantification of Farm Debt Capacity."

1980 - 11 pages - Shelf No. E0123 - Languages 045/026available: Ce E - Fe PeS- Herd Projection Exercise Tanzania Ranch.

* Schaefer-Kehnert, W.

045/021 This Exercise provides training in the techniques ofRural Financial Market Discussion cattle herd projections and it demonstrates whatQuestions, influence improving technical coefficients has on herd

growth and productivity. It uses a format consistent with- Von Pischke, J. the timing of discounted cash flows as used in farmThis questionnaire is designed to stimulate discussion investment analysis. It is also suitable for adjustment toand thinking about rural finance. It seeks to identify a broad variety of herd projection tasks. The Exercisepoints of view held by respondents. There are not contains a self-teaching guide (Section IV) so that thenecessarily entirely right or entirely wrong answers, and participant can solve the problem without a tutor.not too much time should be spent on any single Additional chapters explain the animal unit (AU)statement. computations, herd productivity measures, and other

1980 "5 pages -Shelf No. EQ 126 "Languages available: possible adjustments of the format to other types ofE. ~~~~~~~~~~~~~~~herd projections.

1981 * 15 pages - Shelf No. E0131 - Languagesavailable: E e F e S -

0 45/0 2 2Moroccan Cereal Farm Budget Exercise.* Gittinger, J 045/027

The Use of Price Ratios as ChoiceThis Exercise illustrates preparation of farm budgets Indicators.using both the conventional timing and the time-adjusted basis. The time-adjusted basis is discussed in * Schaefer-Kehnert, W.Walter Schaefer-Kehnert, "Methodology of Farm This Exercise is related to 030/005 "Principles ofInvestment Analysis," 030/031 and J. Price Gittinger, Agricultural Production Economics" and to 055/005"Economic Analysis of Agricultural Projects," "Agricultural Producer Prices and Price Ratios in1982. 1980 -13 pages - Shelf No. EQ0127.- Languages Developing Countries." It illustrates the use of priceavailable: Et ratios as choice indicators in farm management decision

making processes and it should improve understanding

English Training Materials 41

of the relationship between farm production incentives 045/037and agricultural price policies. Dairy Herd Development Exercise.1985 9 pages * Shelf No. EO 134 " Languages available: * Gittinger, J. * Schaefer-Kehnert, W.C.E.F.S. This Exercise is designed to train participants in the

techniques of dairy herd projections. It uses a format0451028 consistent with time-adjusted farm budget cash flowRural Financial Intermediary Comparison projections as described in 030/031 "Methodology ofExercise. Farm Investment Analysis' and J. Price Gittinger,* Von Pischke, J "Economic Analysis of Agricultural Projects" (second

edition, chapter 4). It is also in line with the format ofProvides a basis for discussion of alternative beef cattle herd projections as described in 045/026institutional forms that may be used for the provision of "Herd Projection Exercise."financial services to a target group of rural people.Comparisons are drawn for six formal financial 1983 * 6 pages. Sheff No. E1133 - Languages available:institutions and four informal types of financial E.FS.intermediation.1981 - 4 pages * Shelf No. E0136 - Languages available: 045/039E*S* Jenni - Social Forestry Project Exercise.

* Elz, D.

045/029 In this Exercise, participants are asked to develop bothFarm Cash Flow Projection Exercise. an investment analysis (first) and a farm income* Schaefer-Kehnert W. analysis. The farm income analysis is done for two

different stages, the "without project" situation and forIllustrates the phasing of a traditional and a time- year 12 "with the project" (taken from the investmentadjusted cash flow projection for the financial analysis analysis).of a farm investment. The Exercise guides inestablishing these cash flows and in calculating their 1984 -5 pages - Shelf No. E1044 - Languages available:internal rates of return. It also shows the scheduling of Elong-term and short-term credit financing, the treatmentof inflation in projecting investment financing, and the 0451041computation of the net benefit increase. Mangoky Financial Estimates.1981 - 12 pages - Shelf No. E0137 - Languages * Ribon, B.available: C - E * F - S - This Exercise is designed to train participants in the

preparation of financial forecast needs by constructing045/031 a pro-forma operating statement, a profit and lossOptional Use of Fertilizer Exercise. statement and then a pro-forma balance sheet." Schaefer-Kehnert, W. 1985 - 4 pages - Shelf No. E1376 - Languages available:Demonstrates how to calculate the optimal level of crop E F.fertilization when an established production functionand a given factor/product price ratio are known. It also 045/043demonstrates how far a farmer would go in fertilizer Calorie Arbritage to Improve Food Security.application if he wants to achieve a minimumbenefit/cost ratio. * Koester, U.1982 .3 pages * Shelf No. EQ 142 * Languages available: The purpose of this exercise is to apply the principlesC.E.F.S. involved in assessing the profitability of international

calorie arbitrage on the grain market.1985 * 9 pages - Shelf No. E1432 - Languages available:

045/033 ECredit and Debt Service Phasing Exercise.- Schaefer-Kehnert, W. 045/044This short Exercise draws the participant's attention to Government Interventions to Influencethe need of phasing credit disbursement and repayment Agricultural Production and Food Security.schedules in accordance with the principles of thediscounted cash flow analysis if such schedules are * Koester, U.part of a benefit-cost analysis. The problem is explained The purpose of this Exercise is to work out the effect ofin 030/031 "Methodology of Farm Investment Analysis," a specific production pattern on the level of income andchapter 11. on fluctuations in income.1982 - 2 pages * Sheff No. E0145 - Languages available: 1985 -pages " Shelf No. E1435 . Languages available: EC-E"F"S"

42 English Training Materials

GRAPHICS AND TABLES| TEACHING MODULES

055/001 060/001Agricultural Production Economics, Farm Investment Analysis-TeachingGraphical Presentations. Module-Volumes I-Ill.* Schaefer-Kehnert, W. * Canon-Olivares, P. * Schaefer-Kehnert, W.A number of tables and diagrams related to lectures on This Module presents material selected and organizedagricultural production economics. The tables deal with to support training on farm investment analysis. Thesubsistence and commercial farming, the reason for materials are organized in three volumes. Volume Idiversification and specialization, and the includes a teaching guide, course notes, and graphicscharacteristics of agricultural technologies. The and tables that present the theoretical foundations,diagrams are graphic presentations of the tables methodologies, and techniques of farm investmentincluded in 030/005 "Principles of Agricultural analysis. Volume II includes a selection of exercisesProduction Economics." and case studies that permit trainees to practice and1980-9 pages-Sheff No. E0155.Languages available: acquire experience in the use of such techniques.C-E-F-Se Volume IlIl includes the solutions to those exercises and

case studies.1983 * 861 pages * Shelf No. E9012 * Languages

055/002 available: E * F * S -Coefficients of Animal Production.* Schaefer-Kehnert, W. 06 0/004Tables summarizing some basic technical coefficients Case Studies on the Preparation andand price ratios relevant to animal production. Analysis of Irrigation Projects.1982- 6 pages - Sheff No. EO 158 - Languages available: - Compiled by: Zimmer-Vorhaus, E.C-E- This Teaching Module consists of three case studies on

the preparation and analysis of irrigation projects in0i55/004 different climatological zones of the world. The cases,Factors, Parameters, or Dimensions Magat-Philippines, Khaipur Il-Pakistan, and Rahad-Affecting Organizational Design of Rural Sudan, were originally developed for a courseDevelopment and Agricultural Projects. conducted by the EDI in 1984. Subsequently the cases* Youker, R. have been revised and extended to reflect experience

gained in several courses, and to incorporate additionalThis document contains a number of copies of overhead information. In addition, a teaching guide was preparedtransparencies related to lectures on organizational to give guidance to instructors on the use of the cases.design strategy. It reviews the factors, parameters, ordimensions affecting organizational design of rural 1987 * 853 pages - Shelf No. E9041 - Languagesdevelopment and agricultural projects. available: E -1980 - 14 pages - Shelf No. E0160 - Languagesavailable: E - S - ISELECTED READINGS

055/005 065/001Agricultural Producer Prices and Price Seminar on Agricultural Marketing Policy.Ratios In Developing Countries. * Compiled by: Elz, D. Abbot, J.* Schaefer-Kehnert, W. This collection assembles papers on nationalThis Course Note contains tables of agricultural agricultural marketing prepared by participants of anproducer prices that were collected by EDI course EDI seminar on agricultural marketing strategy and.. .... .... . . ...... Dn~rcina olic . The Da ers reflect the aariculturalparticipants in their home countries. Based on these .g ply h p. agprices, a number of price ratios have been calculated marketing and pricing systems of the countriesand presented in supplemental tables to demonstrate represented at the seminar.the use of price ratios as choice indicators in farm 1987 * 160 pages * Shelf No. E9040 * Languagesmanagement decision-making processes. These ratios available: E-may also be used to explain the impact that governmentprice policies have on farmers' decisions in organizingtheir crop and livestock production. 0651007Collection of Readings on Social Forestry1985 * 25 pages * Sheff No. E0161 * Languages Projects.

available: C .E F S* - -* Compiled by: Elz, D. Gregersen, H.The readings included in this book were used in two EDIcourses dealing with social forestry project planning.Social forestry is defined broadly to include forestry

English Training Materials 43

activity taking place on nonindustrial private and Development Administrationcommunal lands in rural areas. A critical task in planningsocial forestry projects is to make sure that they fit 075/002solidly within the broader sector context and the rural World Bank Support for Public Administrationenvironment in which they will operate. The first four Programs In the Central African Republic.readings address this question. Social forestryactivities are generally undertaken by farmers and often * Adamolekun, L.integrated into agricultural development programs. As Since 1981, the World Bank has been involved insuch, the concepts of agroforestry are important to support efforts aimed at strengthening publicunderstand. Three of the readings (Budosky, Adeyoju administration (PA) in the Central African Republicand Ball, and Umeh) provide some of that background. (CAR). This study provides an account of the PA reformThe remainder of the readings deal with specialized measures undertaken in the country to date, attemptstopics which are of central importance in various types to analyze their effectiveness, and highlights lessonsof forestry projects. for the design and implementation of future similar Bank

1986 - 534 pages - Shelf No. E9033 * Languages interventions. In addition, attention is drawn to fouravailable: E - lessons for the Bank from the PA reform experience in

the CAR: (a) the usefulness and limitations of Bank andIMF conditionalities for promoting PA reform; (b) the use

065/01 0 made of the Ecole nationale d'administration publique asLand and Water Resources Management. the executing agency for PA reform in the CAR and the

* Compiled by: Kozub, J. possibility of adapting the method for use elsewhere inAfrica and in other member countries where the Bank

This collection assembles contributions from various supports PA reforms; (c) the need for more intensivespecialists written especially for EDI's Seminar on Land monitoring and follow-up of the Bank's PA reformand Water Resources Management in 1986. The papers efforts, notably, through the provision of technical andprovided a background to the discussions of two main professional backstopping; and (d) the importance oftopics: the extent to which agricultural development donor coordination, with emphasis on the respectivepractices may in the long run harm the environment, and roles of the member country concerned, the Bank, andhow to conserve, or even enhance land and water the United Nations Development Programme.resources for future generations by adapting currentpractices. Working Paper1987 - 343 pages e Shelf No. E9042 - Languages 1988 * 28 pages - Shelf No. E1512 - Languagesavailable: E - available: E-

COURSE SERIES 075/019Evaluation and Public Policy: The Use of

071/001 through 071/006 Evaluatlon Products In the Executive andAgricultural Management Training for Africa Legislative Branches of the United States(AMTA) Government.-AfDB - EDI b IFAD * Chelimsky, E.An important objective of the EDI is to develop locally This paper was prepared for an EDI/Pakistanadapted training materials and comprehensive Administrative Staff College Seminar on 'Monitoring andapproaches to policy and management training in Evaluation of Development Projects: The South Asianagricultural and rural development. This set of training Experience' held in Lahore Pakistan in March 1987. Themodules is designed to be a practical guide for trainers paper describes the experience of the United States inconcerned with issues of project management. The the evaluation of public programs with respect to theseries is divided into training materials for six two-week role of evaluation systems in improving public policy;seminars presented in a total of 10 volumes. As a whole, the definition, purposes and approaches typicallythese materials combine advise on pedagogical employed in evaluation; things that have gone wrong;techniques as well as the theory and methodology of current efforts at the General Accounting Office toproject management. The volumes cover 5 modules on improve evaluation usefulness and the next frontier.the following topics: l 071/.001 General Project 1988 - 54 pages - Shelf No. E0208 - LanguagesManagement (2 vols.); - 071/002 Marketing; * 988lale E 54pgs*SefN. 00 agae071/003 Extension and Training (2 vols.); a071/004 Monitoring and Evaluation; * 071/005Training of Trainers (2 vols.); . 071/006 GeneralAdministration (2 vols)

1985 - 2980 pages e Shelf No. E9068 - Languagesavailable: E "

44 English Training Materials

Rw¢Qk7 ]U)M2 as part of its political program of restoring civildemocracy in Nigeria. This reform made very far-

0751024 reaching recommendations on local governmentTechnical Assistance to the National Center financing. One of these was that both the federal andfor Industrial Studies (NCIS), Republic of state governments should make annual statutoryBaladia. allocations to the nation's local governments. These* Makharita, R. * Henni, S. transfers have led to some outstanding achievements

at the local government level but there have also beenThis Case Study Is based on a Bank-financed project In seiuprbm.Thsaerdcsesotteean EMENA country. It deals with design and achievements and problems. It begins however withimplementation issues for a free-standing multisector ackground information on te countr locatechnical assistance (TA) project, preceding and ground theo nature on tergovernmentalsupporting Sector Adjustment Loans. Its pedagogical government and the nature of intergovernmentalvalue stems from the opportunity it provides for the relations since independence.exchange of experiences and dor learning from real 1989 * 48 pages * Shelf No. E1615 * Languagessituations. It may be useful in discussions of TA available: Emanagement as well as project implementation issues.1989 * 20 pages - Shelf No. E1590 * Languages Mim 0available: E -

075/027Decentralized Development Planning and

Mmt27 0U()M 2 Management in Kenya: An Assessment.

075/025 * Oyugi, W.Public Investment Programming in the In recent years many countries in the Third World haveAfrican Countries: Experiences and introduced the concept of decentralization into theirProblems. development process, with varying degrees of success- Foirry, J. or failure. This paper presents an overview of Kenya's

Tsarochange in latest attempts to implement this concept: aThis paper attempts to describe the pattern ofc decentralization program introduced in 1983, and

the way the African countries program their public known as the District Focus for Rural Development. Theinvestments. Historically this task was approached by paper presents a detailed analysis of this ongoingcreating systems of comprehensive planning. Since this proramapproach led to what specialists call the crisis in gcomprehensive planning, a number of countries tried 1989 * 57 pages * Shelf No. E1661 - Languagesother approaches including a rolling plan (continuous available: Eplanning), or a master plan with programming units intechnical ministries. However, these instruments wererapidly abandoned because of their complexity or for COMMUNITY PARTICIPATIONlack of political will. The crisis of the 1970s brought forthnew ideas: structural adjustments programs consisting 076/001of economic policy measures to ensure the Readings in Community Participation.effectiveness of private markets and other types of * Compiled by: Bamberger, M.measures with an impact on the allocation of public In September 1986 a group of community participationinvestment. In this paper, based on documentation practitioners and researchers was invited by the EDI toavailable on 15 African countries, the author attempts to attend a four day International Community Participationanswer the following questions: what similarities and Workshop in Washington. The purpose of the Workshopdifferences are there in the experience of these various was to help EDI in defining how to incorporate materialcountries? Where new programming instruments were relating to community participation into its trainingintroduced, what difficultures have been encountered? programs for senior and middle level policymakers,What are the obstacles to coherent and efficient planners, and development managers. The nineteenprogramming of public investments? papers included in this collection were prepared by1990 - 31 pages - Shelf No. E1666 - Languages Workshop participants, sectoral specialists and a Worldavailable: E - F - Bank expert and describe the community participation

experience of public, private and internationalorganizations in all parts of the world as well as

H*W °U(|M 2 assessing and comparing sectoral approaches to

075/026 community participation. The readings are presented inAchievements and Problems of Federal and two volumes and present community participationState Transfers to Local Governments in experience in: (1) multi-sectoral programs; (2)Nigeria since Independence. population, health, and water supply; (3) urban

development; and (4) agriculture and rural development.* Olonwu D.

' . . ~~~~~~~~~1987 * 535 pages * Shelf No. E9048 * LanguagesIn the 1970s the government of Nigeria undertook a availab/e:Egglobal reform of the nation's local government system

English Training Materials 45

076/003 076/006Approaches to Community Participation In Case Study of the National Union of WorkingUrban Development Programs in Third World Women: An Indian Experiment.Countries. * Arunachalam, J.* Moser, C. This paper was prepared for an EDI InternationalThis review paper was commissioned for an EDI Workshop on Community Participation which wasInternational Workshop on Community Participation organized in Washington in September 1986. Itwhich was organized in Washington in September 1986. describes the experience of the National Union ofThe paper, which reviews the international experience in Working Women in India and their efforts to improve thethe use of community participation in urban economic, social and political status of low-incomedevelopment programs has the following sections: why urban women. After describing the socio-economiccommunity participation is important; a comparison of situation of low-income urban women in India, five caseparticipatory approaches in urban and rural studies are presented to describe the work of NUWMdevelopment programs; the approaches of different with women workers in Madras City slums, women Beediimplementing organizations and their experiences with rollers, women Agarbathi rollers, and women workers incommunity participation; factors affecting the success rural moving markets. The paper ends with generalof community participation. conclusions and with recommendations on the1988 * 50 pages * Shelf No. E1273 e Languages organization of social and economic programs for pooravailable: E . urban women.

1988 * 30 pages * Shelf No. E1265 - Languagesavailable: E -

076/004Community Participation in Health andPopulation Programs. w °R@2- Martin, P. 076/007This review paper was commissioned for an EDI Community Participation In the HyderabadInternational Workshop on Community Participation Urban Community Development Project.which was organized in Washington in September 1986. * Shah, K.The paper reviews the international experience in theuse of community participation, examines factors This report describes and evaluates the evolution ofaffecting the outcomes of participatory approaches and community development programs under the Urbanprovides guidelines for designing interventions to Community Development Department of the Municipalitypromote participation. The experience and approaches of Hyderabad from 1965 to the early 1980s. Theof a number of national and international organizations Hyderabad UDC, which is considered to have been oneare described, of the most successful government directed urban

community development programs in India, was able to1988 * 55 pages - Shelf No. E0822 * Languages involve a broad range of community groups and non-available: E government organizations and served as a bridge

between the different government agencies responsible076/005 for providing services and the communities for whom theApproaches to Community Participation in services were intended. The report describes theAgriculture and Rural Development, various phases of the program and the methodologies

employed, and assesses the impacts of the UCD on the* Uphoff, N. sustainability of municipal services and their access toThis review paper was commissioned for an EDI the poor.International Workshop on Community Participation 1990 - 121 pages - Shelf No. E1665 * Languageswhich was organized in Washington in September 1986. available: E -The paper, which reviews the international experience inthe use of community participation in agriculture andrural development has the following sections: HQDw 02GQapproaches to community participation; introductorypropositions; experience with participatory approaches; 076/0 08sectoral variations; choices in organizational strategy; Participation in Rural Water Supply:determinants of participation; strategies for promoting Experiences from a Danish Funded Project Incommunity participation; community participation and Tanzania.the project cycle; concluding issues; implications. * Therkildsen, 0.1988 - 70 pages - Shelf No. E0188 - Languages This Case Study focuses on a Danish funded villageavailable: E - water supply project in southern Tanzania. This project

has been a first effort by the implementing agencies toinvolve Tanzanian communities (and especially theprincipal users, women) in the planning, implementation,and maintenance of rural water supply. The authordescribes the learning process which occurred as a

46 English Training Materials

participatory approach was introduced in a sectordominated by a conventional top-down approach with a OBJECTIVES, ROLE AND POLICIESstrong technical bias. 095/0041989 * 13 pages * Shelf No. E1575 - Languages Review Questions on Development Banking.availabel: E e Bruck, N.

This Exercise contains sixteen review questions on theDevelopment Banking role, functions, operations, policies, and institutionalrelations of development banks.

080/005 1985 2 pages . Shelf No. E0207 - Languages available:Industrial Development Banks and Social E.Benefit-Cost Analysis.- Helmers, F. EducationSeminar Paper No. 161979 e 13 pages * Shelf No. E1004 * Languages 120/000available: E - Education Programs and Projects: Analytical

Techniques, Case Studies and Exercises andSolutions.

FINANCIAL MANAGEMENT * Edited by: Sirken, I.085/002 1982 - 270 pages - Sheff No. E9008 - LanguagesType, Source, and Timing of Project Finance. available: E .F .S ee Kheradjou, G. - Edited by: Didier, J.This Course Note discusses some of the important 120/018considerations to be taken into account by The Search for School Effects in Developinggovernments in regard to the overall financing of Countries: 1966-1986.projects and investment programmes, and how best ormore efficiently to do so. * Heyneman, S.1981 6 pages - Shelf No. E0168 - Languages available: Over the last several decades it has becomeE- increasingly evident that many functions of education

are common in different classrooms, different schools,different systems of schools, different countries, and

085/003 even different countries at varying levels of economicDevelopment Banking Management Game - development. This includes concerns of research. ThisParts l-IV. paper reviews the evolution of understanding gained as* Hastings, J. * Revised by: Bruck, N. a result of performing research on school effects inThe purpose of this management game is to simulate the developing countries over the last twenty years.management and operations of a development bank by Seminar Paper No. 33having the work groups make decisions on project 1986 e 35 pages - Sheff No. E1417 * Languagesfinancing, project appraisal, supervision, staffing, available: E -budgeting, and expenses for an eight-year period ofoperations. The rules of the game represent generallyused development banking policies and procedures. FSECTOR ANALYSIS AND EDUCATION PLANNINGPartial results will be made known during the course ofthe game to permit appropriate adjustments of policies 1 25/001and strategy for improving future performance. Determining Schedules of Accommodation.1984 - 40 pages - Shelf No. E1140 - Languages * Braithwaite, B. . Germanicos, C.available: C - E * The effective use of school facilities and equipment is a

real challenge for the administrator of professional085/004 training institutes or comprehensive schools. DuringFinancial Policies of Development Banks. project preparation, appropriate design specifications

will insure more effective utilization of space and- Gustafson, D. * Revised by: Bruck, N. equipment, as well as a more balanced work load amongThe purpose of this problem, written in the form of a teachers. The problem deals with techniques forquestionnaire, is to stimulate discussion on the financial determining schedules of accommodation to minimizepolicies of development banks. This note replaces construction costs.exercise 085/001. 1979 - 11 pages - Shelf No. E0175 - Languages1985 * 8pages - Shelf No. E0167 Languages available: available: E -E-

English Training Materials 47

125/00 2 problem and the impact of alternative policies to reduceExercise on School Mapping. the teacher's gap.*Gould, M. 1979 - 17 pages - Shelf No. E0187 - LanguagesIntroduces some theory and practice of school location available: E -planning; provides the tools to estimate the need fornew school places and their allocation; and explores 1 25/008some policy issues. Projecting Student Enrollments: An1978 - 8 pages . Shelf No. E0177 - Languages available: Exercise.E- * Braithwaite, B.

Describes the main factors affecting student enrollment

125/004 projections by showing how to calculate suchProject Management: The Case of Curriculum projections manually and with the help of a computerDevelopment Inc. and how to adjust enrollments to meet education plan* Dominguez-Urosa, J targets.

1979 - 12 pages - Shelf No. E0189 - LanguagesOffers an opportunity to learn from the real events in available: Eeducation project supervision and management: how toanalyze and make decisions with insufficient orinaccurate information and how to identify the 1 25/009behavioral variables involved in achieving goals through Determining the Location and Size ofothers. Schools: A Case Study of Kenya and an1978 9 pages * Shelf No. EOISO - Languages available: Exercise.E. Dominguez-Urosa, J. - Johanson, R.

A two-part Case Study on a variation of linear125/005 programming that is useful in project preparation andThe Project Cycle in Education Projects. appraisal. By using the actual data of an education

project in Kenya, the case illustrates a technique for-Dominguez-Urosa,J. Germanicos, C. minimizing capital expenditures, recurrentProjects have become important mechanisms for expenditures, or both. Only arithmetic skills aretranslating national development plans into action. The required, although a computer solution is incorporated.project analysis aims at insuring the rational, economic, 1979 - 54 pages * Shelf No. E0191 * Languagesand timely deployment of limited resources to gain the available: E-optimal qualitative and quantitative benefits. This paperdescribes the major rational stages of the projectanalysis concerning the education sector. It also 1 25/01 5stresses the importance of formulating detailed national Simulations In Management Trainingdevelopment plans to secure implementation and - Schofield, A.facilitate project design. gcol,A

This paper analyzes the effective use of simulations in1978 - 15 pages - Sheff No. E0182 - Languages management training in a variety of settings. It alsoavailable: E - S - discusses the use, value, and drawbacks of simulations

in other fields and in different levels of education.1 25/006 Issues in designing management simulations andEducation Sector Analysis. running them in a training session are considered. The

report discusses the evaluation of simulations, not onlyDominguez-Urosa, J. to determine the success of failure of the activity as

Defines the education sector analysis as an instrument such but also to assure the transfer of learning to thefor decision making and examines problems of the job and the real world. The report also introduces a neweducation system. The Case searches for the causes kind of simulation using video technologies andand tests the validity of existing evidence. It involves microcomputers.measuring the seriousness, urgency, and trends of Working Papereducation problems, and identifying priorities for action.

1988 * 117 pages * Shelf No. E1510 * Languages1979 - 18 pages - Shelf No. E0184 * Languages available: E-available: E - Fe S -

1 25/025t125/007 Computers for Education In DevelopingEstimating Teacher Requirements. Countries: Facing Hard Choices.* Dominguez-Urosa, J. * Oliveira, J.Scarcity of qualified teachers is a common problem in This paper discusses three issues related to themany developing countries. The Case presents a simple adoption of computers for education in developingmethodology to analyze the current status of the

48 English Training Materials

countries. First, the differences between developed anddeveloping countries create different contexts for LEDUCATION FINANCE ANDCOSTINGtechnology adoption. Second, the different meanings 135/001attached to the concept of computer literacy, as they G Ru ilrs gvary according to the level of economic, industrial, andeducational development. Third, the paper discusses University Student Loan Program.criteria for effective computer education policies in * Dominguez-Urosa, J. * Sirken, I.developing countries. Student loan programs lend money to student for theWorking Paper purpose of undertaking and completing their studies. In1988 * 14 pages * Shelf No. E1504 - Languages addition to leadership and political conditions, theavailable: E - viability of a program is subject to serious economic,

administrative, and financial constraints and involvesthe simultaneous consideration of many interrelated

MANPOWER FoRECASTING AND PLANNING factors. This Exercise uses the Student Loan Programof Ghana as an illustration to quantify the economic and

130/001 financial viability of this type of program and to discussForecasting Manpower Requirements: The the complexities of their design.Case of the Dominican Republic Part I 1980 - 20 pages - Shelf No. E0199 - LanguagesAnalysis of Labor Force and the Labor available: E -Market.- Davis, R. . Dominguez-Urosa, J. 135/002Illustrates some of the analytical techniques used in Economic Costs of Education Alternatives:manpower studies as well as specific technical An Illustration of Shadow Prices anddifficulties encountered during the study in the Discounting.Dominican Republic. The Case is presented in three * Myers, M.parts (130/001, 130/003, and 130/004). Part I deals withproblems associated with trend analysis, forecasting, Deals with the application of shadow pricing andforecast interpretation, and anticipation of labor market discounting, and their impact on the costs of twoimbalances; the focus is on producing education policy alternative education projects.recommendations. 1976 - 11 pages * Shelf No. E0200 * Languages1979 - 24 pages - Shelf No. E0193 - Languages available:E*available: E-

1 35/003130/002 A Case Study In Applying Cost-BenefitForecasting Manpower Requirements: Analysis: Choosing between Replacement,Techniques, Uses, and Limitations. Improvement and Maintenance of School

Sirken, I. Buildings in El Salvador.D Dominguez-Urosa, J. . Myers, M. . Sirken, I. . Thoolen,Di)scusses (a) a commonly used technique for B.

forecasting manpower requirements and (b) the uses B.and limitations of this technique for decision making. Shows how cost-benefit analysis can help in the

financial and economic appraisal of an education project1979 * 14 pages - Shelf No. E0195 * Languages and compares the costs of alternative approaches. Theavailable: E * Case is based on an actual education project in El

Salvador.1 30/006 1979 - 8 pages * Sheff No. E0201 e Languages available:Analysis of Manpower and Education Needs E-in Indonesia.* McMeekin, R. * Psacharopoulos, G. 135/006This Exercise is based upon a World Bank study of Financing Education: Principles andmanpower needs in Indonesia. The study was made by Techniques.G. Psacharopoulos in 1981 in response to a request * Sirken i.from Indonesia. He applied the "short-cut method' ofmeasuring approximate rates of return on different kinds A review of the criteria for judging the level of nationalof education in order to cast light upon a shortage of education expenditures and the methods of financingmanpower in the energy sector. The Exercise illustrates them in terms of financial, social, and educationalthe use of the short-cut method. Participants are to read criteria.excerpts from the report, calculate rates of return, and 1979 - 20 pages * Shelf No. E0206 - Languagesbe prepared to discuss the analysis and its implications. available: E -1983 - 14 pages - Shelf No. El 135 - Languagesavailable: E-

English Training Materials 49

135/008 1 35/014The Equity Effects of Education Financing: Reduction of Unit Costs In Education.An Exercise on Colombia's Experience. * McMeekin, R. - Zymelman, M.* Hallinan, T. * Jallade, J. * Myers, M. The objectives of this Exercise are: (a) to set forth someAn Exercise on the relationship between the methods of of the main approaches to reducing unit costs infinancing education and of social equity. It illustrates education and (b) to identify the major advantages andthe possible distributional effects of education disadvantages of each approach.financing. Actual data from Colombia are used. 1983 * 12 pages - Shelf No. E0976 - Languages1979 * 16 pages - Shelf No. E0211 * Languages available: Eavailable: E -

135/021135/011 Investing In Education: A Quarter Century ofCost-Effectiveness Analysis of Alternative World Bank Experience.Teacher Training Projects. * Heyneman, S.* McMeekin, R. * Revised by: Bruce, C. Most people are familiar with the Bank's role in large andThis Exercise presents information on two alternative important fields such as agriculture, transportation andteacher training projects in a hypothetical country. national economic management. But the Bank has a 25Tasks required are to identify the costs of each, adjust year history of lending for education and training. This isthe cost to reflect the distortion caused by foreign trade a brief summary of that experience. Some lessons aretaxes, and calculate the present value of the cost specific to Bank projects and to Bank policy dialogue;streams. The Exercise then calls for comparing the yet most are the results of general experience commonprojects on the basis of costs per unit of output. to many development agencies and to governments of1983 e 11 pages * Sheff No. E0984 * Languages developing countries over the last quarter century.available: C - E Seminar Paper No. 30

1985 * 49 pages * Shelf No. E1367 - Languages135/01 2 available: E -Education Budget Estimates Hearing: A RoleP Iea y . | SECONDARY EDUCATION|*McMeekin, R.

The objectives of this Exercise are: (a) to familiarize 145/001participants with the issues and conflicts that arise in Economies In the Provision of Facilities forconnection with preparing education budgets, Teaching Secondary School Science.especially in times of rising costs and limited resources, * Mundangepfupfu, R.and (b) to stimulate the resolution of budget conflictsand resource allocation decisions, including Science teaching In schools provides for the educationcompromises and decisions about where cutbacks of scientists and a scientific literate public. The rapidlyshould be made. expanding body of scientific and technological

knowledge makes this task particularly challenging'for1982 * 13 pages - Shelf No. E0978 * Languages educators in both developed and developing countries.available: E - Educators and the public have traditionally considered

the provision of science laboratories as a prerequisite1 35/01 3 for good science education, even though theseThe Costs of More and Better Education In laboratories are expensive. This paper examines theDeveloping Countries, pedagogical value of laboratories in science teaching atthe secondary school level in the context of financial* Eng, G. ' Hultin, M. constraints that have recently become more severe inThe Exercise illustrates the recurrent cost implications the poorer nations. In addition, the paper examinesof planned educational reforms in a fictitious country, some misconceptions about science and the expansionIndependence The objectives of the Exercise are: (a) to of laboratory science teaching in schools.show the magnitudes of effects upon recurrent Seminar Paper No. 35educational costs of various educational changes, and(b) to show how modification of plan targets in the light 1986 * 26 pages * Shelf No. E1459 - Languagesof cost constraints can result in different projected available: E-levels of recurrent expenditure.1983 * 14 pages - Shelf No. E0977 - Languagesavailable: E -

50 English Training Materials

TECHNICAL AND VOCATIONAL EDUCATION AND TRAINING 1 55/026Higher Education in Developing Countries:

150/001 What, How, and When?Vocational Education and Use In Computers * Etienne, B. * Heyneman, S.in Japan. This paper is concerned with the quality of higher- Kamata, H. education in developing countries. The universities inThis paper focuses on how new information technology, these countries are in the throes of a major crisis, whichparticularly computer technology, is used in high has been brought on by economic recession,schools (upper secondary schools) in Japan to provide unchecked private demand, and political naivete abouthigh school level training for Japan's growing higher education functions. The authors believe that"information society". Currently 94% of the total school- this crisis is widespread, but not necessarily universal.age population goes to high school (general or There are certainly no signs of it in the People'svocational). These schools are the largest and most Republic of China, the petroleum exporting economiesimportant formal institutions for vocational education. of the Middle East, and perhaps, India. However,Information processing and information technology institutions of higher learning in large areas of Africa,classes in high schools started in the 1970s as a result the Middle East, East Asia, and Latin America areof government policy to promote information related experiencing numerous problems. In this paper, weeducation. Although the number of classes and recommend several policy decisions that can helpenrollments have grown remarkably, and installation of alleviate these problems. They have to do with the kindcomputers in high schools has also increased, the of higher education that is most needed, how it shouldpercentage of students in these classes and the be managed and financed, and the point at which newnumber of computers per student are still low. forms of higher education should be inaugurated. The'Jl/orking Paper authors believe that decisions on these issues will have

universal application.1988 - 25 pages - Shelf No. E1528 - Languages Working Paperavailable: E .

1988 - 15 pages - Shelf No. E1520 e Languagesavailable: E -

POST-SECONDARY EDUCATION

1 55/001Uses of Examinations in Developing 155/028Countries: Selection, Research, and Higher Education and the Problems ofEducation Sector Management. Graduate Employment In the Arab Countries.- Heyneman, S. * Zhiri, A.This paper summarizes the advice given by the EDI to This paper provides an overview and analysis of issuesofficials in the Chinese Ministry of Education on policy discussed in a seminar on higher education and theoptions in the field of examinations and standardized problems of graduate employment in the Arab countries.testing. The amount of attention devoted to problems of It examines the phenomenon of graduate unemploymentlogistics and economics of scale are perhaps more and/or poor use of graduates which exists alongsidepertinent to large, heterogeneous nations like China, but continuing shortages, particularly in science-basedmuch of the advice could be applied to developing occupations. The following major areas for improvingcountries generally. That advice covers three areas: (1) effectiveness and efficiency are discussed. First,specific testing issues such as aptitude vs. redressing imbalances in certain specializationsachievement tests, multiple choice vs. other formats, (underenrollment in some, overenrollment in others).etc.; (2) management issues within the system of Access to higher education may have to be regulated toselection such as whether government agencies or deal with the numeric imbalance and the resultantuniversities should make the selection decision, and danger of unemployment or underemployment ofwhether a testing agency should be autonomous from graduates. Second, the graduate output and thegovernment control; and lastly, (3) the uses of testing to absorptive capacity is briefly examined.perform necessary research and education sector Working Papermanagement functions.Seminar Paper No. 36 1990 X 32 pages - Shelf No. E1659 - Languages1987 * 22 pages * Shelf No. E1438 - Languages available:E -available: E .

English Training Materials 51

Energy and Power 1 90/005The National Power Authority of Bosalia:

MANAGEMENrANDUTLITIES | Financial Projections Analysis.* Magnus, C. * Minnig, E.

185/001 Examines the financial soundness of the National PowerMidlandia Electric Power Co.-Case Study. Authority's (NPA) development program. Based on NPA

* Huang, J. financial projections, the reader is asked to evaluate theDeals with management problems arising from conflicts following proposition: the utility is a financially viableof interest between individuals working within an enterprise. The Case can be used either independentlyorganization. These conflicts can produce serious or in conjunction with 195/007 'Bosalia's Power Sectoreffects on the operation of the organization and Development Program."sometimes even on the national economy. Readers are 1978 * 12 pages * Shelf No. E0218 - Languagesrequired to identify the human problems and their available: E -causes, contained in the case, and to suggest solutionsand preventive measures for the future.

1978 - 11 pages * Shelf No. E0213 - Languages Ghana Power Projects Case Study.available: E G

* Lifson, C.This Case describes two hydroelectric projects at the

UTILITY FINANCE time of appraisal.

1 90/001 1979 * 34 pages * Shelf No. E0219 - LanguagesNational Power Company System available: E.Development Program 1972-76, FinancialAnalysis and Financial Forecasts. 190/007

iMinnig, E. National Power Company Systemillustrates the analysis of financial projections, the Development Program 1972-1976.identification of potential danger 'signals," and the * Minnig, E.possible implications of these on the forecast made. This Case Study highlights managerial problems thatThe Exercise involved is to determine the effect on the may occur in the Public Utilities Sector, particularly ascash flow of increased construction expenditures and they relate to financial performance.lower sales.

1979 * 20 pages - Shelf No. E0220 - Languages1978 - 20 pages - Shelf No. E0214 e Languages available: A -E E

available: E-

190/002 ANALYTICALTECHNIQUESNational Power Company SystemDevelopment Program 1972-1976, Financial 195/001Analysis and Forecasts Actual Results 1972- Choice between Electric Power Development1 975. with and without Interconnection.. Minnig, E. * Frost, R.

1978 * 32 pages * Shelf No. E0215 - Languages 1973 2 pages Shelf No. E0221 Languages available:available: E@ E@

190/003 1 95/002Investment Program Financial Planning. Choice between Hydro and Thermal Power

- Minnig, E. ~~~~~Developments.@ Minnig, E. * Frost, R. * Kumar, D.

1978 - 11 pages - Shelf No. E0216 - Languages 1973-4pages-Sheff No. E0222 Languages available:avaiable: A.- E *

190/004 195/003Capital Costs. Christina Power Enterprise Expansion-

- Minnig, E. Sensitivity Test on Least Cost Alternative.

1978 * 12 pages - Sheff No. E0217 * Languages - Puri, G.available: E - This Exercise computes three different possible

alternatives of thermal power generation, using

52 English Training Materials

discounted cash flow and financial costs, and applying 195/008sensitivity tests. Equipment Selection.1981 - 14 pages * Shelf No. E0230 - Languages Minnig, E.available: A * E This Exercise applies the discounted cash flow

methodology to select equipment, illustrating the trade-195/004 off between efficiency and cost. It also demonstratesChristlna Power Enterprise Expansion. that for given operational requirements and discount

rates, specific equipment parameters provide the leaste Lamson-Scribner, F. . Williams, E. cost alternative.This Exercise compares three mutually exclusive 1978-4 pages - Shelf No. E0226 - Languages available:alternatives based on financial costs. Project selection Eis done at two different discount rates showing thesensitivity of a decision to the discount rate; thecrossover or equalizing discount rate is also calculated. 195/0091976 * 10 pages * Shelf No. E0231 - Languages Gamma Electricity Company (GEC) Leastavailable:A A E- Cost Development Program.

* Minnig, E.

195/005 Deals with selection of the least cost program to meetTeodora Hydroelectric Project. the growing demand for power, given alternative means

of generation, and demonstrates the effect of capacityBurnett, N. * Lamson-Scribner, F. additions on the operation of existing facilities.

This Exercise covers the general financial analysis of a 1978 - 23 pages - Shelf No. E0227 - Languagespower undertaking planned as a joint venture between available: E-two countries. It requires calculation of power costsincluding capital costs with the two countries sharingdifferently in the project. In addition, it compares the 195/010costs of power generated with those available from Republic of Alpha 1-2-3 Hydroelectricother power sources. Multipurpose benefits are also Development, Part A: Single-stage Carolinatouched upon. Project (1800 MW), Part B: Multi-stage1976 - 8 pages - Sheff No. E0223 - Languages available: Hydroelectric Development.E. * Lifson, C. * Minnig, E.

This Case is based on a feasibility study prepared by195/006 consultants for the government of the Republic ofAlpha Electricity Commission. Alpha. The proposed project would provide power to an

industrial estate to be established.- Minnig, E. 1979 - 39 pages - Shelf No. E0228 - LanguagesIllustrates the use of the discounted cash flow available: Emethodology to determine the optimum timing of a damto firm up output at an existing run of the river plant andto permit the installation of additional capacity. 195/0111978 * 67 pages * Shelf No. E0224 * Languages Wien Automatic System Planning Package-available: E - WASP l1l.

* Minnig, E.

1 95/007 This Course Note is based on the 'User's Manual'Bosalia's Power Sector Development prepared by the Division of Nuclear Power and ReactorsProgram Case Studyo of the International Atomic Energy Agency (IAEA),

Program Case Study. Vienna, Austria. The Course Note is not a manual and* Magnus, C. * Minnig, E. should not be used as such. The objective is to presentDeals with the National Power Authority's (NPA) a brief description of the program, its various modules,decision to expand the national grid. Presented in the and their interaction. A secondary objective is tocase are: (a) the rationale justifying the expansion and demonstrate the sequence of power systems expansion(b) the analytical tools utilized by NPA in reaching its program analysis and to highlight the variables to bedecision. The reader is asked (a) to examine and considered in analysis. A tertiary objective is to showevaluate the information upon which NPA based its that, particularly in power, the system programdecision and (b) to support or oppose the NPA decision. approach is used rather than the project-by-project1978 e 35 pages - Shelf No. E0225 - Languages approach since each new project introduced with its ownavailable: E characteristics has an effect on operations of the

existing system. Please also note that benefits do not

English Training Materials 53

enter into the calculation. They are the same for allalternatives considered. The goal is the determination of ECONOMICS OF ENERGY/POWERthe least cost system development program. PROJECTS1981 * 97 pages * Shelf No. E0229 - Languages 205/001available: E - Financial and Economic Analysis Case

Study. Project: 75 MW Barge Power Plant(Parts I and 11).

POWER SECTOR ISSUES ( Mi andg,IE.Minnig, E.

2001001 This Case deals with the financial and economicPeaking Economics. justification of a 75 MW conventional steam power plant- Minnig, E. installed on a barge.

1979 * 49 pages e Shelf No. E1166 - Languages1977 e 1I pages * Shelf No. E0232 * Languages available:A.Eavailable: E-

200/00 2 205/002Rural Electrification - General Aspects- The Contribution of Legislative InitiativesEdiedal o Electrifican - enderson, CAsptertsuch as Purpa towards Involving the PrivateEdited from Turvey & Anderson, Chapter 7, Sector In the Development of SmallRuralElectrificationinDevelopingCountries in Hydroelectric Power Plants in DevelopingElectricity Economics. Countries.e Anderson, D. . Turvey, R. . Edited by: Minnig, E. * O'Leary, D.

1977 * 15 pages - Shelf No. E0233 - Languages This paper analyzes the measures that need to be takenavailable: E - to foment a partnership of the public and private sectors

in the development of a nation's natural (includinghydroelectric) resources. It pays particular attention to

2001003 reviewing the legal framework that would be conduciveSteam Electric Generation. to private sector involvement in the development of

M Minnig, E. small hydroelectric power plants (SHPP) and includes adiscussion of the applicability to developing countries of

1978- 3 pages - Shelf No. E0234 . Languages available: two key sections of the Public Utilities RegulatoryE- Policies Act (PURPA) that was promulgated by the U.S.

Congress in 1978.200/004 1984 - 22 pages - Shelf No. E1147 - LanguagesGenerating Reserves. available: E - F -* Minnig, E.

1978 6 pages - Sheff No. E0235 -Languages available: 205/003tE Principle and Practice In Energy Pricing with

a Special Emphasis on Electricity Pricing.

200/00 5-* Jechoutek, K. * Issued by: O'Leary, D.Generation and Operation. This paper presents a step by step approach to

determine economically efficient electricity tariff* Minnig, E. structures and discusses how they may be adjusted to

*5pages * Sheff No. E0236 - Languages available: E * meet social, fiscal, and institutional considerations.Five illustrations, drawn from different African countries,are used to highlight some of the major arguments.

200/006 1984 - 12 pages - Shelf No. E1148 - LanguagesOperations-General Empirical Data (for available: E-preliminary estimating purposes only).* Minnig, E. 205/004

1978 - 16 pages - Shelf No. E0237 - Languages Principle and Practice In Energy Pricing withavailable: E - Special Reference to the Non-Power Sectors.

- Schramm, G. * Issued by: O'Leary, D.200/007 This paper discusses how the objectives of economicOperations and Maintenance Cost Analysis. efficiency, social equity, and financial viability influence* Minnig, E. the determination of appropriate energy prices in the

non-power sectors. Special emphasis is put on dealing1978 * 14 pages * Shelf No. E0238 * Languages with inflation, pricing of woodfuels, and the economicavailable: E * costs of regionally uniform pricing. Case Studies are

54 English Training Materials

provided on the estimation of depletion costs of 210/005exhaustible energy resources and on appropriate fuel Omega Load Forecasting Case Study.taxation policies. It suggests that external energy costs * Minnig, E.or benefits be considered, e.g. consequences of This Case describes the methodologies, regressionsovercutting of timber, or its reduction, on erosion, Tis time series and metiogied regres aflooding, reservoir siltation. Also considers pricing of analysis, time series, and correlation used to prepare aexhaustible energy resources and the socio-political powerloadforecastinOmega.equity arguments of subsidies. 1979 - 72 pages * Shelf No. E0246 - Languages1984 - 25 pages - Shelf No. E1149 * Languages available:A.E.S-available: E.

21 0/006Economic Issues In the Power Sector-Case

DEMAND FORECASTING, ENERGY Study: BETA.BALANCE * Minnig, E.

210/001 1979 * 21 pages e Shelf No. E0248 - LanguagesLoad Forecasting (introduction). available: E-* Minnig, E.

1978 17 pages * Shelf No. E0240 Languages |PRICING IN ENERGY AND POWERavailable: A e E - S -

215/001210/002 Historical Methodology for DeterminingLoad Forecasting Exercise. Tariffs.- Minnig, E. * Minnig, E.The purpose of this Exercise is to: (a) analyze the 1977 - 40 pages * Shelf No. E0249 - Languageshistoric data available, (b) prepare projections utilizing available: E -alternative methodologies, and (c) utilize judgment toselect forecasts. 215/0021978- 6 pages - Shelf No. E0242 - Languages available: Regulatory Agencies-Tariff Commissions.E. * Minnig, E.

21 0/00 3 1977* 6 pages * Shelf No. E0250 - Languages available:Load Forecasting: Analysis of Historical E-Data.* Minnig, E. 21 5/003

Tariffs-General.1978- 8 pages * Sheff No. E0243 Languages available: * Minnig, E.A-E-S-

1977- 4 pages * Shelf No. E0251 e Languages available:

210/004 EOmega Sector Study.* Minnig, E. MANAGEMENT OF ENERGY/POWER PROJECTSCompares forecasts prepared by three power utilitieswith forecasts made on the basis of correlation with 220/001selected economic indicators. In total, both forecast Sungam Hydroelectric Project Managementmethodologies gave virtually the same results, but on Case Study.an individual basis differences did occur. The effect of * Huang, J. * Magnus, C.these differences on the proposed investment programsof the two distributing companies was judged to be 1980 - 35 pages - Shelf No. E0252 - Languagesminimal. available: E -1978 * 71 pages * Shelf No. E0245 * Languagesavailable: E * 220/002

Hydro Power Resources.* Minnig, E.

1978 * 6pages * Shelf No. E0253 * Languages available:

English Training Materials 55

2201003 passing reference to conservation in certain sections,Economics of Underground Distribution. but otherwise does not focus on environmental aspects.- Minnig, E. 1985 * 130 pages - Shelf No. E1392 - Languages

available: E -1977- 7pages - Sheff No. E0254 e Languages available:E.

225/002Energy in Transport.

220/00 4 * Radnor, M. . Wad, A. * Issued by: O'Leary, D.Transmission and Distribution, Edited from This training module discusses the issues, analysesNational Power Survey, U.S. Federal Power and options that pertain to policy and managementCommission, Oct. 1964. concerns regarding energy in the transport sector ofNational Power Survey- Edited by: Minnig, E. developing countries. A general description of the

1977 e 4 pages - Shelf No. E0255 . Languages available: problems that characterize transportation in developingE. countries with respect to energy is followed by a

discussion of the pertinent analytical techniques in thiscontext. From this framework, a range of policy options

220/005 available to developing countries are described as wellTransmission of Electric Power. as their relative merits and demerits and their* Minnig, E. applicability in different situations. It should be noted

that the issues selected for discussion here are those1977 - 13 pages * Shelf No. E0256 - Languages which are most pertinent to transportation per se.available: E- Special attention is given to intra and inter urban

transport. The module is oriented towards policy makersand managers concerned with energy in general and the

220/008 transport sector in particular in developing countries.Perspectives on the Development of The module does not focus on environmental aspects ofManpower and Institutional Capabilities In energy use or conservation.Energy Policy and Management in Developing 1985 * 150 pages Shelf No. E1390 LanguagesCountries. available: E -- Radnor, M. - Wad, A. * Issued by: O'Leary, D.This paper discusses some of the major manpower andinstitutional development issues in the energy sector 225/003with particular attention to the determination of the Industrial Energy Conservation in the Privatelevels and mix of skills required and to the appropriate Sector: Management and Financialavailable strategies for skill development. Perspectives.1984 - 31 pages - Shelf No. El 150 - Languages - Komatsu, S. - Issued by: O'Leary, D.available: E * Industrial energy conservation in Japan has been part

of a national program to which government hascontributed a substantial measure of leadership and

ENERGY IN TANsPoRT AND INDUSTRY assistance. The roles of both government and industryare described, and the procedures by which energy

225/001 conservation projects are identified, evaluated, andEnergy in Industry. selected by an industrial firm are explained. Energy-* Camacho, E. - Radnor, M. - Wad, A. - Issued by: saving measures adopted in the petroleum refiningO'Leary, D. industry and the cement industry are surveyed, andThis training module discusses the issues, options and actual examples are analyzed from the financialanalyses that pertain to policy and management viewpoint.concerns with regard to the effective utilization and 1984 - 60 pages - Shelf No. E1151 - Languagesconservation of energy in industry in developing available: Ecountries. Industrial energy consumption patterns andcharacteristics are discussed and barriers and 225/006constraints to energy conservation in industry are Industrial Pollution Control.described. Analyses are provided of differentapproaches to the improvement of energy utilization in - O'Leary, D.terms of their policy and management implications and This Course Note begins by discussing environmentalrequirements. The module is oriented towards policy quality criteria and standards. It then deals with themakers and managers concerned with energy in general technology of industrial pollution control emphasizingand energy in industry in particular. The module makes the integrated approach. The benefits and costs of

industrial pollution control are then discussed in thecontext of the realities existing in developing countries.Non-technical measures for controlling industrial

56 English Training Materials

pollution (such as siting) are then described. The note strategies; and (3) financing energy supplies. It raisescloses with a discussion of future trends in the field of issues related to opportunities for regional cooperationindustrial pollution control. in the region at the energy planning level and in specific1983 34 pages - Shelf No. E1224 - Languages energy subsectors. It also outlines issues related toavailable: A - E - investment and financing in the development of

domestic resources such as oil, coal, and hydropower,as well as the role of multilateral and bilateral financial

ENERGY EXPLORATION/REFINERIES assistance programs.Working Paper

2301001 1988 * 50 pages Shelf No. E1519 LanguagesPetroleum Exploration. available: E .* Fallen-Bailey, D. - Radnor, M. - Wad, A. - Issued by:O'Leary, D.This training module discusses the issues, options and CONVENTIONAL ENERGYanalyses that pertain to policy and managementconcerns for petroleum exploration in developing 2351001countries. It discusses the need for petroleum Coal.exploration, the management of petroleum exploration e O'Leary, D.and production, petroleum reservoir engineering and This Course Note discusses some of the major policyexamines the legal and fiscal as well as the policy and management issues that should be consideredconsiderations involved in the effective management of when putting national coal development programs inpetroleum exploration programs in developing countries. place and analyzes the available options for resolvingThe module is oriented towards policy makers and them. Some of the planning, technology, infrastructure,managers concerned with energy in general and economic, environmental, social, financial, training, andpetroleum exploration and production in particular. It institutional aspects of coal development are described.contains a section on environment and safety issues. This material is oriented towards professionals of1985 - 115 pages - Shelf No. E1211 - Languages energy and power corporations associated with planningavailable:A A E - and monitoring energy and power projects and

government officials of pertinent regulatory agencies.Chapter 4 focuses on mitigation of environmental and

230/003 socio-economic imports and has a good 4-page tabularPetroleum Refining and Marketing. summary.

R Radnor, M. - Saportia, R. - Tripathi, P. - Wad, A. - Yarzi, 1983 - 90 pages * Shelf No. E0998 * LanguagesJ. * Issued by: O'Leary, D. available: A EThis training module discusses the issues, options andanalyses that pertain to policy and managementconcerns with respect to the refining and marketing of 235/002petroleum. It covers the major energy issues faced by Nuclear Power-An Introduction.developing countries as a result of oil price increases * Minnig, E.and focuses on key issues concerning refinery This Course Note is designed to provide backgroundoperations and potential opportunities for improving the information on fundamental concepts and principlesefficiency of refineries. It also reviews the major associated with nuclear power.characteristics of refineries and recent improvements inrefinery technology and examines the issue of energy 1982 23 pages * Shelf No. E0996 * Languagesconservation in refinery operations. The module is available: E-oriented towards policy makers and managersconcerned with energy in general and refinery 235/003operations and marketing in particular. It contains a Nuclear Power-Nuclear Siting, Containment,section on energy conservation. Safety.

1985 - 178 pages - Shelf No. E1209 - Languages * Minnig, E.available: E- This Course Note reviews safety considerations

associated with nuclear power plants subdivided into230/006 accident-preventing safeguards and consequence-Energy Supply Issues and Strategies for the limiting safeguards. This review does not attempt toModern Sector in Africa. cover all aspects nor does it represent a state of the art.- Foster, J. The purpose of this Note is only to highlight some

aspects and discuss measures that can be taken but inThis Working Paper focuses on policy and strategy no way should it be taken as representing the views ofissues related to the supply of various forms of modern the World Bank Group or any supplier/manufacturer orfuels and electricity in Sub-Saharan Africa. It addressesthree specific topics: (1) operational efficiency ofexisting supply systems; (2) supply options and

English Training Materials 57

icensing authority. It is limited for EDI Course use as a information. The final sections address pricing policy,basis for discussion of siting, containment, and safety environment, and planning issues.aspects. Working Paper, Energy Series1982 1 17 pages e Sheff No. E0994 * Languages 1988 * 42 pages - Shelf No. E1548 - Languagesavailable: E - available: E -

235/005 NON-CONVENTONAL_ENERGNuclear Power-Safety and Risk. NON-CONVENTIONALENERGY- Minnig, E. 240/001

1982 * 51 pages ' Shelf No. E0987 * Languages Geothermal Energy.available: E * Minnig, E.

This Course Note has been prepared from a World BankPublication - Public Utilities Department PUN 10, March

235/006 7,1974. The Note discusses the status and prospectsNuclear Power-Generation Costs. of geothermal development potential resources,- Minnig, E. technological constraints, and problems - both technical

1982 - 20 pages - Shelf No. E0986 * Languages and environmental.available:E- 1982 - 25 pages e Shelf No. E0997 e Languages

available: E -

235/007Nuclear Power-The Pressurized Water 240/002Reactor (PWR). Wood Fuels.- Minnig, E. - Radnor, M. * Wad, A. * Issued by: O'Leary, D.

This training module discusses the issues, options and1982 e 45 pages e Shelf No. E0995 e Languages analyses that pertain to policy and management

concerns for wood fuel programs in developingcountries. The physical and technical aspects of wood

235/008 as an energy source are described as well as theNuclear Power-The Boiling Water Reactor systems and infrastructural requirements for the(BWR). effective utilization and conservation of wood fuels.- Minnig, E. Specific decision making, managerial and policy related

issues are discussed. The module is oriented towards1982 * 66 pages * Shelf No. E0955 - Languages policy makers and managers concerned with energy inavailable: E* general and wood fuels in particular.

1985 * 200 pages - Shelf No. E1210 - Languages

235/009 available: E-Nuclear Power-The Breeder Reactor-Superphenix. 240/003* Minnig, E. Alcohol.This Course Note summarizes the concepts of this * Radnor, M. * Wad, A. * Issued by: O'Leary, D.reactor type, describes the potential advantages, and This training module discusses the issues, options andprovides some background information on its analyses that pertain to policy and managementdevelopment. concerns for alcohol programs in developing countries.1982-9 pages-Shelf No. E0993-Languages available: The physical and technical aspects of alcohol as anE- energy source are described as well as the systems and

infrastructural requirements for the effectiveexploitation and utilization of alcohol within the overall

235/010 development process of a country. Specific decisionIssues and Options In Fuelwood making, managerial and policy related issues areConservation with Special Attention to discussed. The alcohol module is oriented towardsAfrica. policy makers and managers concerned with energy inPalmer, P.- general and alcohol in particular.This Working Paper addresses the issues and options 1985 * 48 pages - Shelf No. E1391 - Languagesassociated with the use and conservation of fuelwood in available: E.Africa. Ten sections address consumption and supplypatterns as well as approaches to improving supplyavailability and use efficiency. A section suggests waysof improving conservation through education and

58 English Training Materials

ENERGY PoLIcY 251/004Energy Policy Issues In Malawi.

251/001 * Nyasulu, K.Toward Sustainable Energy Policies-Energy This Working Paper summarizes the major energyand the Environment. policies issues in Malawi. The paper briefly describes* Pasztor, J. the sector and issues affecting the use and supply ofThis Working Paper focuses on the implications for the fuelwood, petroleum, electricity, and coal. Severalenvironment of activities in the energy sector. It defines tables provide historical and projected consumption andthe problem and the choices facing policymakers; supply data.discusses issues related to Africa; suggests the type of Working Paper, Energy Seriesenergy development that may be sustained in harmony 1988 19 pages Shelf No. E1551 Languageswith the environment; and outlines the role of the United availabl E -Nations Environment Programme in achieving the goalssuggested.Working Paper, Energy Series 251/0051988 - 24 pages - Shelf No. E1547 - Languages Uganda's Energy Sector: A Summary of Majoravailable: E.- Policy Issues.

* Edoku, V. - Mboijana, S. - Mulingoki, C.This Working Paper summarizes the major policy issues

251/00 2 in the energy sector of Uganda. It outlines theThe Energy Supply-Demand Situation and strategies influencing the following subsectors:National Energy Policy Issues In Liberia. petroleum, hydroelectric power, and woodfuels. It* Sandikie, J. discusses Uganda's energy pricing policy, theThis Working Paper focuses on the national energy approaches to conservation, and Uganda's energypolicy issues in Liberia. It begins with a description of development prospects and programs. Economic andthe economy, the energy resource base of the country, energy data are provided in tables.energy supply and distribution, and consumption Working Paper, Energy Seriespatterns and projections. It has a section on the prices 1988 * 23 pages * Shelf No. E1552 - Languagesof petroleum products (including kerosene), electricity, available: Eand fuelwood. It describes the role and relationships ofenergy institutions in Liberia, their projects, and thepolicy issues that affect the energy sector. The paper 251/006presents conclusions and recommendations. Energy Policy Issues in EthiopiaWorking Paper, Energy Series * Sherief, A.1988 - 48 pages - Shelf No. E1549 - Languages This Working Paper describes the energy supply andavailable: E* consumption patterns in Ethiopia in 1984, forecasts of

future energy demand and supply, and the251/003 government's ten-year plan. It discusses demand and

supply management options for fuelwoods, electricity,Energy Policy Issues in Sierra Leone. and oil products. It describes the objectives of policy* Massaquoi, J. measures, policy strategies, and major production andThis Working Paper examines the level and pattern of services targets in the ten-year plan. A significantenergy consumption in Sierra Leone, and identifies two amount of statistical data is provided.broad categories of issues: the reduction of Working Paper, Energy Seriesdependence on foreign oil and the reduction in fuelwoodconsumption in order to prevent future environmental 1988 - 24 pages * Shelf No. E1553 - Languagesdisaster. The paper identifies four policy areas for available: E-energy development: the development of a database,research development, and dissemination of energy- 251/007efficient technologies (particularly improved stoves), The Use and Supply of Renewable Energydemand management, supply strategies, and supply-demand matching. * Walkade, N.Working Paper, Energy Series This Working Paper summarizes the major policy issues

and related analytical problems of transferring suitable1988 * 34 pages e Shelf No. Et550 e Languages technologies to developing countries. It brieflyavailable: E - describes the sector and issues affecting the use and

supply of sources of renewable energy including solar,geothermal, wind, hydropower, biomass, fuelwood and

English Training Materials 59

charcoal, oil shale and tar sands, ocean, peat, and intended to enhance the awareness and analyticaldraught animals. capabilities of the participants.Working Paper, Energy Series 1990 - 216 pages * Shelf No. E9098 * Languages1988 - 22 pages - Shelf No. E1546 - Languages available:E -available: E -

H(Dw 92(DMu251/008 251/016Energy Policy In Tanzania. Energy Policy In Eleven African Countries.- Ame, V. * Brackett, N.This Working Paper summarizes the major energy policy This paper is a comparative study of the energy policiesissues in Tanzania. It describes the sector, as well as of eleven African countries, based on policy papersissues affecting the use and supply of fuelwood, presented at the EDl's Energy Policy Analysis Seminar.petroleum and gas, hydroelectricity, coal, biomass, Each seminar participant submitted a policy papersolar, and wind. Several tables provide historical outlining the energy policy issues of their respectiveconsumption and supply data. countries. The countries represented at the seminar andWorking Paper included in this study are: Ethiopia, Ghana, Kenya,1988 * 25 pages * Shelf No. E1545 - Languages Malawi, Sierra Leone, Somalia, Swaziland, Tanzania,available: E - Uganda, Zambia, and Zimbabwe.

1990 - 49 pages - Shelf No. E1669 - Languagesavailable: E e

251/009 EnvironmentEnergy Policy, Supply, and Demand PatternsIn Zimbabwe. Mm 02<M - Chadzingwa, J. 260/004This paper summarizes the principal energy policy Environmental Assessment of Investmentissues, as well as supply and demand patterns in Projects and Programs-Scope andZimbabwe. The paper describes the sector, including Processes.energy consumption patterns, energy developmentpolicies, domestic energy sources, imports, energy Wallis, J.costs and foreign exchange earnings. Several tables Environmental assessment is a flexible procedure usedand figures provide historical and projected to identify, analyze, and recommend steps to deal withconsumption and supply data. the potentially significant environmental consequencesWorking Paper, Energy Series of a proposed investment project or program. It ensures

that decisionmakers review significant environmental1989 - 26 pages - Shelf No. E1574 e Languages isssues and evaluate them as an integral part of theavailable: E * proposed project. This paper is a descriptive overview

of environmental assessment, and is intended as aframework for discussions and staff training on thesubject

@ °2@mIJ~ Working Paper

251/015 1989 - 20 pages * Shelf No. E1642 * LanguagesEnergy Policy and Planning Seminars- available:E -Training Materials: Introductory Concepts.- Compiled by: Siddayao, C. Human Resources andThis volume contains ten of the readings suggested for Management Techniquesthe introductory sessions (Module One) of the EnergyPolicy and Planning Seminars conducted in Sub-Saharan Africa by EDI. It includes a curriculum ICOMMUNICATIONSdescription which provides an introduction to theseminar, a summary of each of the training modules, 275/001and a partial listing of the readings for the whole International Communications-Selectedseminar. The readings reflect the basic objectives of the Bibliography.seminars. These seminars emphasize discussion of * Casse, P.policy issues and measures designed to encourageefficient consumption, production options, and 1981 - 2 pages * Sheff No. E0257 Languages available:development plans in the energy sector. They are E-

60 English Training Materials

BEHAVIORAL SCIENCE GENERAL MANAGEMENT

280/001 285/000Implementing Change in Organizations (A Readings In Management-Course NoteManager's Guide). Collection.- Youker, R. * Compiled by: Youker, R.

1978 - 13 pages * Shelf No. E0259 * Languages 1980 * 166 pages * Shelf No. E9026 - Languagesavailable: C - E- available: E -

280/002 285/007Management of People-Toward the The Appraisal of Management Effectiveness.Accomplishment of Organizational * Bowden, P.Objectives.* Youker, R. 1975 - 8 pages * Shelf No. E0269 - Languages available:A discussion of the application of B.F. Skinner's EsFprinciples of behavior modification to the managementof organizations. 285/01 31979 * 15 pages * Shelf No. E0841 * Languages Principles and Practices of Management-available: C * E * Sessions I & II.

* Minnig, E.

280/003 This Course Note summarizes and supplements theConflict Resolution. OECD publication "Modern Management" by Dick

Carlson and is designed to facilitate classroom* Youker, R. discussion and reduce note taking by course

1979 * 3 pages * Sheff No. E0260 " Languages available: participants. Session I covers fundamentals, planning,E. organization, direction, and coordination. Session II

covers controls, policy administration, delegation,management behavior, and problem analysis.

280/00 6 1980 - 32 pages - Shelf No. E0202 - LanguagesCommunication: A Self-Assessment available: C - E *

Exercise.* Casse, P. Industry and Finance1981 C 4 pages - Shelf No. E0262 * Languages available:E- 310/000

Industrial Project Analysis: Case Studies.

280/00 8 * Compiled by: Lamson-Scribner, F.Participative Development in Burundi: A 1977 * 211 pages * Shelf No. E9015 * LanguagesCase Study. available: E -* Casse, P. * Edited by: Mencia, L.This Case allows participants to trace and discuss the 31 0/004process of participatory development in a "social action Working Capital in Manufacturlng Industry.plan" adapted to Burundian realities. This NationalProgram for Promotion of Social and Economic * Raj, K.Awareness among Women developed a program to 1975 * 16 pages - Shelf No. E0842 - Languagesretain and deploy social workers working in the available: E -country's various community social centers (foyerssociaux) in order to obtain the participation of the localpopulation and of their various levels of leadership in the 31 0/006development process. Alsabeita Fertilizer Project Exercise.1980 * 18 pages * Shelf No. E0856 * Languages * Raghavan, V. * Williams, E.available: E - This Exercise requires a review of estimates for

preliminary and pre-operative expenses and workingcapital requirements.1976 * 13 pages - Shelf No. E0280 * Languagesavailable: E -

English Training Materials 61

310O011 310/039Container Industries, LTD.-A General The Indian Entrepreneurship DevelopmentAppraisal Case. Program and Its Relevance for Developing- Magnus, C. . Puri, G. Countries.This Case covers various aspects of project appraisal * Patel, V.including market demand, site location, project Developing country officials recognize that small- andfinancing, financial analysis, and economic analysis. medium-scale enterprises are an important source of1980 * 18 pages * Shelf No. E0284 * Languages low cost industrial development and employmentavailable:A A E- generation. In a small enterprise, the central figure is

the entrepreneur, the person who takes risks andmanages resources to establish a viable, sustained,

310J012 employment-generating entity. This paper presents aIntroductlon of Risk Analysis in Appraisal of historical and critical review of entrepreneurshipIndustrial Projects. development experiences in India and selected* Kohli, H. developing countries. Its aim is to suggest ways and

' ~~~~~~~~~~~~~means to locate and foster entrepreneurs.This Course Note discusses the need, evaluates thefeasibility of the introduction, and suggests possible 1986 * 77 pages * Shelf No. E1419 * Languagesstrategies for the incorporation of risk analysis available: E -techniques in the appraisal of industrial projects.1981 - 23 pages - Shelf No. E0286 - Languages 310/050available: A - E- Import Substituting Industrialization and

Protection of the Small Scale: The Indian

310101 5 Experience in the Textile Industry.Asset Financing: Capital Equipment Leasing. * Mazumdar, D.* Upper, J. This paper analyzes the problems of India's policy of

industrialization with the specific example of the textileThis paper deals briefly with the types of questions that industry. The two major elements in India's industrialmost often arise for discussion about leasing of capital policy have been import substitution and the protectionassets in EDI courses: (a) What is leasing? (b) How of the small-scale enterprises. While a good deal ofimportant is leasing as a form of finance? (c) When is it attention has been paid in the literature to theuseful to consider leasing as an alternative to the consequences of import substitutions (inward-lookingpurchase of capital assets? and (d) How can a leasing industrialization), surprisingly little analysis exists oftransaction be analyzed and compared with a purchase the other aspects of this policy in spite of its importanceof the same assets? for the evolution of Indian industry and the lessons to beSeminar Paper No. 29 learned from other developing countries. This paper1984 * 14 pages * Shelf No. El 139 - Languages discusses the causes of the emergence of the policy ofavailable: E- protection for the small scale, and then goes on to

analyze the impact of this policy on the textile industryfrom the point of view of both static and dynamic

310/020 efficiency. While the policy undoubtedly has the effectOn Harnessing Technology to Development. of increasing employment for a given volume of output,

Bhatt, V. the long-run (and often unanticipated effects oftechnological stagnation and high costs to consumers

To understand the technology choice problem facing the may have had serious damaging effects on Indianless developed countries (LDC's), it is essential to have industry's potential for growth.a historical perspective and an appreciation of theinternational context, a context of countries at different Working Paperstages of economic and technological development and 1988 - 35 pages - Shelf No. E1541 - Languageswith unequal bargaining power. It is only in the light of available:E-such understanding that it is possible to make sometentative suggestions with regard to the nature andstructure of the technology policy required at the |SMALL SCALE ENTERPRISESnational as well as the international level. This CourseNote discusses the historical perspective, the 320/003international context, and the structure of technology Kanoun Cannery Financial Analysis Casemarkets; it indicates the technology choice problems, Study.and discusses the nature and structure of technology * Magnus, C. . Upper, J.policy at the national and international levels. Deals with a financial analysis, performed from the1986 - 20 pages * Sheff No. E0979 - Languages viewpoint of a development bank, of investment in aavailable: C - E- proposed tomato cannery. The Case illustrates the use

of financial ratios and the internal rate of return in

62 English Training Materials

understanding the financial performance of a project. It 335/03 2also brings out the importance of working capital Applying Technology-Lessons from History.estimation and financing in a seasonal industry. * Vernon, R.

1982 - 16 pages - Shelf No. E0293 * Languages This paper theorizes that the development and industrialavailable:^^ c A C E -application of technological innovation is shaped by a

country's history, values, and institutions. The320/007 successful application of industrial technology hasKenya Vehicle Assembly Project: An historically depended on the existence of a number ofExercise In Appraising a Small-Scale conditions: (1) the absence of threats and veto powersEnterprise. resulting from, for example, competition, labor (guilds)Vasiliades, K. and government; (2) the presence of unusual

entrepreneurial opportunities available to industrialistsThis Exercise is intended to bring out (a) some of the such as internal or external markets, consumerissues involved in an industrial project that aims to demand, communications and infrastructure,create employment and some foreign exchange, and (b) geopolitical organization; and (3) social structure orhow economic analysis can help decision making to educational policies to cultivate technicians andhandle these issues. entrepreneurs. These conditions have, in some cases,1980 .4pages - Shelf No. E0300 - Languages available: occurred naturally and in other cases have beenE. created through purposeful supportive government

policy. The paper concludes that the state plays aparticularly important role in "latecomer" industrializers

CHOICE AND MANAGEMENT OF TECHNOLOGY such as the developing countries. Government actionwould normally have to overcome historical obstacles

335/026 such as social values, established veto groups, andTechnology Acquisition, An Indian Case other institutions. The paper compares and contrastsStudy. the cases of Great Britain, the United States, Germany,- Ramachandra, K. Japan, and Russia.Acquisition of industrial technology through foreign Working Papercollaborations is an essential process of economic 1988 - 26 pages - Shelf No. E1521 - Languagesdevelopment in the third world. Some of the developing available: E -countries have accumulated considerable experience inestablishing collaborations, which could be of use to theother third world countries. The experience of an Indian 335/033Company with nearly 60 (1984) collaborations to its Key Factors In the Application of Industrialcredit is used here as the basis for formulating some Technology In Developing Countries.general guidelines (for the benefit of others) for * Vernon, R.developing countries in the field of technology Policymakers in developing countries have typicallyacquisition. This Indian Company is one of the placed considerable importance on how best to acquiresuccessful ventures in the Indian public sector, and apply the technologies needed for industrialcurrently producing industrial machinery and precision development. Research on that process hasbeendurable consumer goods of high market acceptance. extensive, and has been supported for several decades1986 - 73 pages - Shelf No. E0502 e Languages by universities, foundations, governments, andavailable: C E - international agencies. Although there may be some

room for disagreement on the lessons to be drawn fromthe research, the degree of consensus about the

335/031 conclusions seems remarkably high. This paperTechnology Transfer Case Study-Hybrid attempts to draw generalizations from that research thatTurkeys, Inc. the author believes are most helpful as a guide to future- Beamish, P. policy. Because the research base is so diffuse, theThis Case Study, which is in two parts, is intended for paper makes no attempt to link each conclusion to itsthe Chinese manager and student. The case illustrates relevant sources.the practice of management through technology Working Papertransfer from a practical business perspectve. A 1988 - 15 pages - Shelf No. E1514 * Languagesteaching note is included. available: E -1990 - 75 pages * Shelf No. E1668 - Languagesavailable: E -

English Training Materials 63

Mm IJM R between public and private sectors. Possible alternativepolicy options and development choices are

335/035 considered. For this India has been used as a caseDecision Structure, Technology Choice, and study.Public Enterprise Performance: A Case Working PaperStudy of a Bagasse-Based NewsprintProject. 1988 * 104 pages * Shelf No. E1497 - LanguagesProjectt,V. available: E.*Bhatt, V.This Case Study of a bagasse-based newsprint projectillustrates the rationale for public enterprises and 340/004discusses what factors affect their performance. The The Role of Foreign Aid In Development.project is large and complex, based on commercially * Gupta, S.unproven new technology and with strong links with both This paper traces the contribution of foreign aid tothe sugar industry and the agricultural sector as a India's development process and its changing role in thewhole. Hence its potential risks are considerable as are backdrop when most donors, including the World Bank,possible direct and indirect benefits. The outcome of are coming out increasingly in favor of aid programsthis adaptive technological research is relevant not only based on a more policy-oriented dialogue, a moreto India, but to several other developing countries that supportive use of market forces, and a more outward-grow sugar cane. The Case Study also deals with the directed economic orientation on the part of recipients.preconditions essential for such a public enterprise to Meanwhile the outlook for the availability of soft loans issucceed. becoming increasingly bleak, as a result (at least in1989 * 25 pages - Shelf No. E1612 - Languages part) of lenders' preoccupation with the debt crisis inavailable: E e many of the recipient countries. All these have made the

choice of an appropriate aid package and a review ofIndia's future development strategy very vital.

FINANCIAL POLICIES Working Paper

340/002 1988 * 47 pages - Shelf No. E1496 - LanguagesResource Mobilization In Developing available:E-Countries: Financial Institutions andPolicies. 340/007* Bhatt, V. Policy Restructuring In the ManufacturingThis paper examines the basic institutional and policy Sector of the African Economiesmeasures that the governments of developing countries * Aboyade, 0.need to take in order to raise the rate of domestic This paper places industrial restructuring within thesaving. Particular attention is given to the possibilities broader context of national economic management andof stimulating and making more productive use of inter national econc managemedhousehold saving-the major component of domestic international financial assistance. It is designedsaving-by increasing the promotional role of the primarily to help policy makers, policy advisors, andbanking system and its development orientation. If policy analysts in Sub-Saharan Africa enhance thethese countries are to develop a sound financial quality of their efforts. However, the material may alsotstucourethey must avoid inflationary pressures; be useful to those in international developmentstructure, the mustresses inanal planning institutions by helping them gain a better appreciation oftherefore, the paper stresses financial planning andwhreiencotismabe ayofplysuggests that it should be based on a flow-of-funds why recipient countries may be wary of policyframework, which can also be a useful indicator of prescriptions based on the new "conventional wisdom."appropriate financial policies. The final section It is important to design programs based on facts and tomake decisions in light of full knowledge. Chapter 1

presents a classification of the structural distortionssummarizes some broad policy guidelines for domestic which have recently developed in the regions industrialresource mobilization. economies. Chapter 2 examines a number of countryWorking Paper cases in order to analyze the reasons for success or

failure in the region's industrial restructuring. Chapter 31988 * 22 pages - Shelf No. E1527 - Languages presents a detailed case study of three manufacturingavailable: E * industries in Nigeria as an example of the complexity of

policy decision-making and the limited range of options340/003 available in an uncertain world. Chapter 4 draws on theSustaining Growth In India. development literature in an attempt to reformulate theconceptual framework for analyzing structural* Gupta, S. adjustment problems in the region.This working paper discusses common deficiencies in 1988 * 62 pages - Shelf No. E1559 - Languagescoordination of fiscal, monetary, and financial measures available: E.in most developing countries in ensuring an optimumflow of funds between plan and non-plan uses and

64 English Training Materials

340/008 the conference as number 11 of its series EDI PolicyFinancial Management Aspects of Seminar Reports.Macroeconomic Policy Implementation: A Working PaperCase Study of Experience in Kenya, 1980-85

Brothers, D. ~~~~~~~1988 e 29 pages * Shelf No. E1525 e Languages- Brothers, D. available: E -This case study discusses the critical importance ofeffective financial management procedures infacilitating successful implementation of 340/020macroeconomic policies, using Kenya's recent Crisis in the Financial Sector.experience as an illustration. Kenyan officials * Long, M.responsible for managing the country's financial affairs This paper examines the phenomenon of financialin accordance with stabilization and structural distress that has, in the late 1970s and in the 1980s,adjustment objectives during the turbulent period 1980- taken a worldwide dimension. It traces the causes back85 learned a number of lessons. This study focuses on to external shocks that affected developing countriesthe most salient features of their learning experience. It during that period and to overexpansionary domesticdeals with practical financial management problems and policies and their consequences. It concludes thatprocedures rather than with theoretical speculation a financial distress has a severe impact on mobilizationpolicy prescriptions. and allocation of financial resources and thereby on1988 - 40 pages - Shelf No. E1558 - Languages economic and financial development. The author is chiefavailable: E - of the Financial Policy and Systems Division, Country

Economics Department of the World Bank and iscurrently heading the 1989 World Development Report

340/01 2 team. This paper is one of a series of eight papersReform of the Financial Sector. presented at a roundtable conference on Managing- Silva Lopes, J. da Financial Adjustment in Middle-Income Countries thatThis paper surveys financial adjustment in a number of was held in Istanbul in July 1987. EDI has published acountries of Europe, Middle East, and North Africa. It report on the conference as number 11 of its series EDIfocuses on the difficult problems inherent in managing Policy Seminar Reports.deregulation of interest rates and noninflationary Working Paperfinancing of public sector deficits. The paper draws on 1988 9 pages - Shelf No. E1517 - Languages available:experiences with financial adjustment in Egypt, Jordan, EHungary, Morocco, Portugal, Tunisia, and Turkey. Theauthor is a former governor of the Central Bank ofPortugal and minister of finance. This paper is one of a 340/021series of eight papers presented at a roundtable Economic Stabilization and Structuralconference on Managing Financial Adjustment in Middle Adjustment, the Case of Turkey.Income Countries held in Istanbul in July 1987. EDI has * Saracoglu R.published a report on the conference as number 11 of itsseries of EDI Policy Seminar Reports. This paper retraces the main policies and structural

reforms undertaken by Turkey in the 1980s that were ofWorking Paper major significance and lie at the heart of Turkey's1988 - 17 pages - Sholf No. E1518 - Languages adjustment strategy. It differentiates between economicavailable: E - stabilization policies and structural adjustment policies

and emphasizes the necessity of a pragmatic andflexible approach to the implementation of policies

340/017 leading to the major structural changes entailed by theDevelopment of Money and Capital Markets. adjustment process. It draws conclusions from Turkey's* Popiel, P. * Turk, l. experience. The author is Governor of the Central BankThis paper reviews the prerequisites necessary for of Turkey. This paper is one of a series of eight papersaccelerating the development of money and capital presented at a roundtable conference on Managingmarkets in the context of developing economies of Financial Adjustment in Middle-Income Countries thatEurope, Middle East and North Africa. These countries was held in Istanbul in July 1987. The EDI has publishedfeature a strong predominance of the banking sector a report on the conference as number 11 of its seriesthat is mirrored by underdevelopment of money and EDI Policy Seminar Reports.capital markets. Such a situation restrains efficient Working Papermobilization and allocation of financial resources and in 1988 * 15 pages - Shelf No. E1526 * Languagesparticular thwarts the supply of long term finance and available-equity. The author is Senior Financial Economist of theEconomic Development Institute of the World Bank.This paper is one of a series of eight papers presentedat a roundtable conference on Managing FinancialAdjustment in Middle-Income Countries that was held inIstanbul in July 1987. The EDI has published a report on

English Training Materials 65

340/0 2 2 also examines. The author is Senior FinancialInternal and External Imbalances and Economist at the EDI of the World Bank.Adjustment Policies, the Case of Tunisia. Working Paper- Skhiri, M. 1988 - 34 pages - Shelf No. E1539 - LanguagesThis paper examines the macroeconomic situation in available:ETunisia at the outset of the 1 980s and the imbalancesthat necessitated fundamental changes in Haw ON®MRmacroeconomic and financial policies. It outlines thepolicy thinking and strategy that led to a major 340/030turnaround in the management of the economy and of Development of Securities Markets In Brazil.the financial system. It discusses the sequencing of * Horch, H.reforms and the establishment of mechanics to monRor This paper retraces the development of securitiesthe progress of change against medium term objectives. Ths in Brac es the men facuritiedThe author is Governor of the Central Bank of Tunisia. markets in Brazil and analyzes the main factors that ledThis paper is one of a series of eight papers presented to their rapid growth. It reviews subsequently the mainat a roundtable conference on Managing Financial elements and mechanisms that constitute theseAdjustment in Middle-Income Countries that was held in markets today. The development of securities marketsIstanbul in July 1987. The EDI has published a report on in Brazil presents a good example of the benefits of athe conference as number 11 of its series EDI Policy consistent long term policy approach. Such anSeminar Reportsn approach contributed substantially to this development,which took place in spite of a difficult and, at times,Working Paper volatile financial environment.1988 - 10 pages - Shelf No. E1524 - Languages Working Paperavailable: E -

1989 * 25 pages * Shelf No. E1611 * Languagesavailable: E -

340/023Issues for Financial Institutions.- Vogel, R.This paper explores the problems that financial 340/035institutions face when the financial system to which Recent Developments and Innovations Inthey belong is being reformed or more generally when International Financial Markets.the economy goes through a phase of adjustment. The * Popiel, P.author is professor in the Economics Department of This paper examines recent developments inMiami University. This paper is one of a series of eight international financial markets that sharply intensifiedpapers presented at a roundtable conference on the process of financial innovation. FinancialManaging Financial Adjustment in Middle-income innovation, in a broad sense, encompasses twoCountries that was held in Istanbul in July 1987. The EDI interrelated developments. The first is a structuralhas published a report on the conference as number 11 change in international financial intermediation, and theof its series EDI Policy Seminar Reports. second is the emergence of a number of new financialWorking Paper instruments. These developments permit a better',1988 - 12 pages - Shelf No. E1523 - Languages distribution of risk in increasingly deeper and moreavailable: E - efficient financial markets. The paper traces the forces

that stimulated this financial innovation, surveys brieflythe causes and effects of the structural changes that

340/0 24 took place in international financial intermediation andFinanclal Institutions In Distress: Causes reviews the main new financial instruments. Inand Remedies conclusion, the paper discusses some of the benefits* Popiel, P. and risks associated with financial innovation and itsThis paper examines the phenomenon of financial consequences.distress that has taken on worldwide dimensions in the Working Paperlate 1970s and in the 1980s. It traces the causes backto external and internal shocks that affected developing 1989 * 11 pages * Shelf No. E1609 * Languagescountries during that period and to management available:Eproblems. It further outlines various options and stepsleading to a restructuring of distressed financial HG)s O2smginstitutions. The macroeconomic and sectoralprerequisites conducive to financial restructuring are 340/040

Securities Market Development in Korea.- Horch, H.This paper retraces the development of securitiesmarkets in Korea and analyzes the main factors that led

66 English Training Materials

to their staged, strong growth. It surveys subsequently of operation and systems of oversight and control. Inthe main elements and mechanisms that constitute others, however, the issue of continued ownership bythese markets today. The development of securities the state is under consideration. This paper addressesmarkets in Korea presents a good example of the those cases in which the question of state ownership isbenefits of a consistent long term policy approach. under consideration. Its purpose is to help theSuch an approach contributed substantially to this decisionmaker think about the economic aspects of thedevelopment, almost engineered, at time, by the privatization option, an option that includes not only theauthorities' legal, fiscal, regulatory and supervisory sale of equity in state-owned enterprises to the privateinitiatives. sector, but also the liquidation of such enterprises in

Working Paper whole or in part.

1989 * 24 pages - Shelf No. E1608 - Languages Working Paperavailable:E - 1987 - 14 pages * Shelf No. E1428 - Languages

available: E -

HIwo UIGm9345/015

340/041 Twilight of the State-Owned Enterprise.Policies for Developing Financial Markets. * Vernon, R.- Horch, H. In the last five years, governments in upwards of 60

This paper outlines the policy approaches and the countries have announced their intention to dispose ofpolicies that guide and foster development of money some of the enterprises they own. In some instancesand capital markets. It begins by reviewing the they plan to sell them to the private sector, and in othersrequirements for their successful development. It to liquidate them. The countries represented in thecontinues by discussing some of the major distortions group vary widely, ranging from mature, industrializedthat prevent this development. Finally the paper looks at entities, to struggling economies. Even countriesthe benefits of an actively planned approach to this organized on socialist principles, have taken measuresdevelopment, as opposed to a more passive that seem to be loosening the ties of their enterprises toevolutionary approach. the government. Although there is skepticism about thisWorking Paper movement the record indicates that many countries

have or are about to take substantial steps toward1989 * 14 pages - Shelf No. E1610 * Languages privatization. No country can distinguish all itsavailable:E - enterprises unambiguously between those that are

private and those that are not. Some observers viewprivatization as any shift away from tight governmental

PUBLIC ENTERPRISE POLICY AND MANAGEMENT- controls, including the sale of a minority interest in astate-owned enterprise to private buyers, the retention

345/001 of private managers under contract to a state-ownedEffective Management of Public Enterprises. enterprise, or even the relaxation of a state monopoly to* Khandwalla, P. allow private entry into the market. For the most part,

This paper deals with effective public enterprise (PE) this paper addresses the narrower phenomenon ofmanagement and the author's accumulated knowledge actual divestiture, which ordinarily has moreon the subject. Public enterprises are fascinatingly unambiguous implications.complex entities. In the developing world they seem to Working Paperplay a transformational role of heroic proportions. Each 1988 - 17 pages - Shelf No. E1515 - LanguagesPE is an interesting experiment in welding together available: E-public will, large systems, complex technologies, andmanagerial initiative. This paper is intended forpractitioners: for managers of PEs and for their monitors 345/01 6in the government and other agencies, especially in the A Technical Approach to Privatizationdeveloping world. Issues: Coupling Project Analysis with Rules

1987 - 52 pages * Shelf No. E1439 * Languages of Thumb.available: E - * Vernon, R.

Any comprehensive guide to privatization policy must345/009 consider many problems, broad and narrow. This paperEconomic Aspects of Privatization focuses on a comparatively narrow set of issues,Prog rams. namely, those that arise when choosing state-owned

enterprises for sale to the public. Specifically, the paperVernon, R. addresses three pivotal questions that arise in

In a considerable number of developing countries, connection with such choices: Should the enterprise begovernments are reviewing their policies with respect tostate-owned enterprises. In some cases, these reviewsare limited in scope, covering such subjects as methods

English Training Materials 67

sold? To whom should it be sold? At what price should it includes GATT that generally excludes the participationbe sold? of non-market economies. During the 1980s, these foraWorking Paper have become particularly important mechanisms for

dealing with increasingly difficult international economic1988 - 14 pages - Shelf No. E1522 * Languages financial and trade problems. This paper provides aavailable: E - general description of the most important of these fora.

1988 7 pages * Sheff No. E1511 * Languages available:Hg(B)7 02(BSR 7.E.

345/017Symposium on Privatization in Africa. ]?W oQ(gl- Adamolekun, L. 355/008Against the background of an overview of the rationale Requirements for Participation in thefor privatization in both industrialized and developing International Monetary Fund and the Worldcountries, participants at the Symposium engaged in a Bank.wide-raging discussion of the concrete experiences of * King, T.implementing privatization policies in Africa. The 9'problems highlighted include, among others, This paper was prepared for a Symposium organizedinappropriate macroeconomic policies, under UN auspices to discuss economic reforms andunderdevelopment of capital markets, and the the role of centrally planned economies "globalweakness of governmental administrative capacity. economic" relations. The organizers requested a paperSome suggestions were proffered for tackling these on 'minimum requirements for full and equalproblems. Participants also agreed on the desirability of participation" in the International Monetary Fund and theexploring alternatives to privtization such as World Bank. Both organizations have several socialistcommercialization and joint (public/private) ventures, country members -some of whom are members of the

CMEA and some who are not. The author points out thatWorking Paper in no sense do most of these countries participate any1989 - 33 pages * Shelf No. E1643 - Languages less that fully and equally. The paper presents a briefavailable:E - F- description of the IMF and World Bank original

purposes, their present operations and non-financial<Bu7 U19)I2 activities. The experience of centrally planned countries

as members then forms a basis for discussion of the345/018 question of "minimum requirements' first formally forSPECIAL THEMATIC ISSUE OF JOURNAL PUBLIC membership, and then for full participation. Finally theENTERPRISE-Industrial Restructuring In paper considers how this is affected by the process ofSocialist Economies. economic reform.* International Center for Public Enterprises in Working PaperDeveloping Countries (ICPE) 1990 * 27 pages * Shelf No. E1664 * LanguagesThis special volume is a collection of papers by seminar available: E -participants and lecturers at a seminar jointly organizedby EDI and ICPE on industrial restructuring. It providesinsights into the reform process from their own unique |TRADEANO TERMS OFTRADE]perspectives.1989 - 228 pages - Sheff No. E9100 - Languages 3601001available: E * Balance of Payments and National Income.

* Bhatt, V.

International Economic Issues A surplus or deficit in a country's balance of paymentsaffects the central bank's holding of net foreign

355/006 exchange assets and thus the money supply. ThisInternational Fora for Consultation and Note, ignoring the impact of the balance of payments onCollaboration on International Economic and monetary accounts and analysis, concentrates on theMonetary Problems. functional relationship between the balance ofMoDavies, D. payments and the national income accounts.

1975 - 15 pages - Shelf No. E0310 - LanguagesDuring the last two decades, the increasing available: C - E -interdependence among countries in trade, finance,technology and aid has been accompanied by thecreation of new informal international institutions tocoordinate actions and provide fora for the sharing ofviewpoints. Generally, each forum attempts to advancethe interests of particular countries and particular kindsof institutions on particular kinds of problems. This even

68 English Training Materials

organization development. The case contains aCAPirAL TRANSFER AND technical note on the economics of road maintenance.AID 1984 - 10 pages * Shelf No. E1143 - Languages

365/001 available: E -Origins and Evolution of the World Bank.* Berlin, L. 375/004This Course Note is based on a lecture given by the Kanamaran Technical Assistance Project.author in the Personnel department's orientation * Lowenstein, L.seminar for new Bank staff members. The Note, in This Case Study, in two parts, discusses planning andoutline form, presents a brief history of the Bank. It can implementation aspects of a technical assistancebe used in training courses and seminars to familiarize project. Participants are requested to analyze theparticipants with some of the major personalities, situation and to suggest measures for strengthening theevents, and ideas that have influenced the development management of technical assistance at the nationalof the Bank into the institution that it is today. level. Part 11 summarizes some of the important lessons1982 .8 pages * Shelf No. E0312 - Languages available: learned from this case.E.S* 1984 - 8 pages - Sheff No. E1142 e Languages available:

E.

|TRANSFEROFTECHNOLOGY I375/047

375/001 Management of Technical Assistance.China-A Case Study in Managing Technical * Cooper, L. * Cooper, W. * Deol, S.Assistance.

=This is a summary of proceedings of the Seminar forrlDethemP F. Technical Assistance organized by the EconomicThis paper discusses the Chinese approach to Development Institute (EDI) of the World Bank inmanaging technical assistance. Some key elements of October 1984. The report contains participants' viewsthis approach identified by the author include study on formulation of terms of reference, training, andtours, professional exchanges, attendance at seminars evaluation. In conclusion, technical assistance isand conferences, coaching, and the use of local viewed as an important resource which the recipientconsultants supported by an external panel of countries need to plan and manage to achieve theirspecialists. The Chinese experience suggests that for development goals.TA to succeed a country must have a coordinated will to 1985 - 12 pages * Shelf No. E0203 - Languagesmanage its external assistance and maximize the available: E -benefits of TA.1984 - 7 pages - Shelf No. E 145 - Languages available:E- 375/055

Technical Assistance to the National Office

375/00 2 for Agricultural Development (NOFAD).Kingara Road Project. * Henni, S.Cooper, L. This Case Study discusses a TA project to NOFAD, a

largely autonomous state agricultural enterprise. ItThis Case Study discusses the importance of illustrates the types of problems often encounteredadministrative and logistical aspects of the delivery of during project implementation. The problems relate totechnical a'ssistance. Participants will see the identification of TA needs, consultant terms ofrelevance of careful attention to these aspects for reference, design of institutional, logistic, andfacilitating the achievement of TA objectives, both in administrative arrangements, work relationshipsterms of design and implementation of the project. between technical assistants and national counterparts1984 - 5 pages- Shelf No. El 144- Languages available: and cooperation between TA project partners: aidE- agency staff, consultants, and beneficiary agency

staff.

375/003 1986 - 12 pages * Shelf No. E1537 - LanguagesThe Delmora Road Maintenance available: E - F -Organization-A Case Study.* Lethem, F. . Mason, M.This Case Study discusses several issues oninstitutional development and the role of technicalassistance. It is suitable for management training inplanning, decentralization, project management, and

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375/056 National Economic ManagementTechnical Assistance Project inMacroeconomic Policy Formulation with 400/001Training and Institutional Development Cash Flow Analysis for National InvestmentComponents. Management.* Henni, S. * Schlesinger, E.This Case Study illustrates a number of problems often 1975 * 3 pages - Shelf No. E0314 e Languages available:encountered during implementation of a free-standing E.TA project which includes substantial training andinstitutional development components.1986 * 14 pages - Shelf No. E0381 - Languages 400/003available: E - F- Economic Growth and the Assets Structure.

* Mitra, A.

375/057 1976 - 13 pages - Shelf No. E0315 - LanguagesTwinning of Institutions as a Technical available: EAssistance Delivery System.- Henni, S. 400/006This Case Study illustrates a promising new form of Input-Output Analysis: Basic Concepts,technical assistance delivery system: twinning of Uses, Limitations.institutions. It describes: (1) how in a multi-component * Kumar, D.free-standing technical assistance project, twoinstitutions-in this case, two ministries of finance, one 1977 - 16 pages - Shelf No. E0840 * Languagesfrom a developed country (supplier), and the other from available: Eea less advanced country (client), came to cooperatethrough a twinning arrangement to transfer institutionaltechnologies, train staff and contribute to institutional 400/008development; (2) a number of factors which contributed Input-Output Analysis.to the success of this twinning experiment. * Islam, N.1986 - 14 pages - Shelf No. E0618 - Languages 1975 - 7 pages - Sheff No. E0316 Languagesavailable: E - F - available: E -

(Mt M1GM2 400/014

375/058 Time-Preference In a Group-Ridden Society.The Problems of International Technical * Mitra, A.Cooperation-How to Achieve Greater Cost-Effectiveness In Technical Assistance 1976 5 pages * Shelf No. E0953 * Languagesthrough Better Management. available: E.* de Lusignan, G.This paper discusses issues related to the concept and 400/015management of international technical cooperation. It Assets Distribution and Supply and Demandhighlights the obstacles and problems encountered by Functions.donors and recipients of technical and financial aid, * Mitra, A.insofar as the laUter serves technical cooperationefforts. It argues that technical cooperation should 1976 - 11 pages - Shelf No. E0954 - Languagesplace more emphasis on better design, management, available: E-and efficiency, and that developing countries can andshould take charge on their own of the technical aid theyreceive to ensure its effectiveness and to demonstrate 400/017their capacity to manage their development. Sterility of Equilibrium Economics: AnWorking Paper Aspect of Sociology of Science.

Bhatt, V.1989 - 26 pages - Sheff No. E1589 - Languages Seminar Paper No. 09ava/iable:E e Fe 1974 * 32 pages * Shelf No. E1025 * Languages

available: E -

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400/018 economic policy-making for a country such as China.Some Aspects of Development Strategy and Oriented toward policy-makers, this volume attempts toPolicies. cover the basic analytical concepts behind policy- Bhatt, V. formulation and contains practical examples of policy

Seminar Paper No. 20 design. The chapters reflect the range of nationaleconomic policy issues covered in the seminar, namely1974 - 162 pages - Sheff No. E1030 - Languages fiscal and monetary policies, pricing policies, and 'openavailable: E * economy" issues, such as trade and exchange policy

and managing foreign direct investment and externaldebt.

4001019Thaories of Development and Development 1987 * 118 pages - Shelf No. E9044 - LanguagesStrategy. available: E -- Bhatt, V.Seminar Paper No. 23 400/0491.981 * 25 pages - Sheff No. E1029 * Languages Notes on the Political Economy ofavailable: C p Es Adjustment.

* Nelson, J. - Edited by: Dowsett, A.This paper seeks to identify a few important issues and

400/020 suggest some useful ways to think about the politics ofPrice Distortions In Market Economies and stabilization and structural adjustment.Critical Comments.Hriticarbl A.ComHelmertsF. 1987 - 11 pages - Shelf No. E1429 * Languages

* Harberger, A. * Helmers, F. available: E -Seminar Paper No. 251982 - 47 pages - Shelf No. E1028 - Languages 400/053available: E Political Economists and Policy Reformers In

Africa.400/033 c Lancaster, C.Economic and Industrial Profiles for Sub- Increasingly in recent years, African governments, withSaharan African Countries. the encouragement of foreign aid donors, have begun to- Carroll, R. implement a series of macroeconomic policy andThis document contains short texts (1-3 pages) for each institutional reforms. Such reforms typically includeof 40 Sub-Saharan African countries describing general demand management policies, changes in the structureeconomic and industrial characteristics and and function of governments, improvements in thedevelopments, including some information on the production incentives, and better management of aidpolicies pursued. In addition, a summary data sheet is and debt. All of these reforms share a fundamentalprovided for each country, containing sectoral aim-improving the efficiency with which nationalbreakdowns of GPD and industry with growth rates for resources are used to promote economic growth. Thissectors and subsectors over several time periods, paper presents an overview of theories about theShares and volume of imports and exports, labor force relationship between political economy and economicshares, exchange rates, CPls, interest rates, etc., are reform with regard to developing countries with thealso provided. A table is presented at the conclusion of objective of shedding light on current questions facingthe profiles showing 15 basic indicators for all Sub- political leaders in Africa such as: What is to be theSaharan African countries. scope, timing, and mix of policy changes they can

reasonably expect to implement effectively? How can1984 * 138 pages - Shelf No. El 136 * Languages such policy changes be presented to the public to gainavailable: E support and minimize opposition? What offsetting

policies or side payments would help implement and

400/042 sustain policyNational Economic Policy-Making: The Key Working PaperElements. 1988 - 12 pages - Shelf No. E1460 * Languages- Edited by: Wen, Yin-Kann. * Canetti, E. available: E-This volume is based on lectures given at EDI's SeniorPolicy Seminar on Development Policies and 400/056Management for Higher-Level Chinese Officials in 1985. Structural Adjustment, Stabilization, and theThe seminar was held in response to Chinese requests Poorfor familiarization with Western-style developmentpolicy and management issues and options, and * Srinivasan, T.discussion of their applicability to China. From this It has been argued that adjustment policies have anseminar it became clear that there was need for a single adverse impact on the welfare of the poor. However,volume which would cover the key elements of national adjustment costs are commonly incorrectly ascribed to

English Training Materials 71

conditionality of resource transfer rather than the constraints as well as the uncertainties of thefactors that led to the need for adjustment in the first international economic environment. The paper resultsplace. Moreover, the problem of designing a policy from the experience gained especially in the context offramework that ensures that the poor are treated fairly is the policy seminars organized by EDI for senior officialsno different in periods of adjustment than at any other from Sub-Saharan African countries.time. Adjustment measures by eliminating imbalances Working Paperand attaining a sustainable and efficient developmentpath are likely to have a positive impact on the welfare 1988 7 pages - Shelf No. E1555 - Languages available:of the poor. There is no firm evidence that adjustment E.Fpolicies are inherently more skewed against the poorthan other policies. 400/067Working Paper Trade Reform and External Adjustment In1988 - 41 pages - Shelf No. E1540 - Languages European Countries-Papers from an EDIavailable: E - Senior Policy Seminar, Vienna, June 1988.

* Edited by: Roy, J. * Sengupta, J.

400/061 The collection of six papers in this volume look intoGovernment Intervention and Urban Labor Hungary, Poland, Yugoslavia, Portugal, and Turkey'sMarkets In Developing Countries. adjustment efforts since the two oil shocks.

Specifically, the performance of these countries over* Mazumdar, D. the last few years and what they have done in the areasGovernment intervention in urban labor markets takes of foreign exchange management, implementingplace either through labor legislation that impinges liberalization and enhancing competitiveness for tradedirectly on private firms or through wage and expansion, have been reviewed. Other aspects relatedemployment policies followed in the public sector. to their adjustment efforts like changes in domesticAlthough a large part of the urban labor market in many structure of finance and industry, methods of exportdeveloping countries falls in the public sector, this promotion, issues of market diversification, productpaper concentrates on the private side of the market. innovations and technology transfer in the participatingWorking Paper countries have also been covered.1988 * 18 pages - Shelf No. E1529 - Languages 1988 - 259 pages * Shelf No. E9069 * Languagesavailable: E - available: E-

400/064 400/068Essays on Labor Markets, Poverty and Labor Markets In an Era of Adjustment:Structural Adjustment Annotated Bibliography of Selected

Edited by: Kanbur, R. , Mazumdar, D. Literature.This volume consists of five papers presented at a Edited by: Kanbur, R. - Mazumdar, D.workshop on "Labor Markets in an Era of Adjustment" at This annotated bibliography draws on the literature ofWarwick University, April 19-21, 1988. The workshop the 1980s concerned with labor markets in an era ofwas organized jointly by EDI and Warwick. The papers adjustment. The bibliography covers the period fromin this volume deal with recession, adjustment, and the 1981 to the present.role of urban labor markets in Latin America; wage 1988 * 154 pages * Sheff No. E1544 * Languagesrigidity: micro and macro evidence on labor market available: E-adjustment in the modern sector; adjustment andincome distribution in the context of the labor market; areview of ten studies on labor market mechanisms andurban poverty; and lessons from Ireland as regards 400/075labor market and adjustment. The Turkish Economy: Assessment of a1988 * 342 pages * Shelf No. E9066 * Languages Recovery under a Structural Adjustmentavailable: E - Program.

* Roy, J.H1W %T)mg Against the background of an economic and political

400/065 crisis, in January 1980, the government of Turkeyannounced a structural adjustment program to reflect aThe World Bank's Economic Development reorientation of economic policies, away from aInstitute and Structural Adjustment In Sub- government-dominated, inward-looking strategy towardSaharan Africa. one that relied increasingly on market forces and had a* de Lusignan, G. strong outward orientation. That structural adjustmentThis paper reviews the question of how structural program is the subject of this paper. The paper isadjustment can be sustained, and under what divided into four parts. First, there is a backgroundconditions and costs given the political and social discussion of economic policies and developments prior

72 English Training Materials

to the adoption of the structural adjustment program in to extend the tools, principles and procedures beyond1980. The second section deals with the design and the specific cases discussed here.implementation of economic reforms during 1980-87. 1989 - 259 pages - Sheff No. Et616 - LanguagesThe third section covers the role of external donors in available: E -the adjustment process. The last section contains adescription of the difficulties that still remain andlessons that emerge from the Turkish experience. 405/033Working Paper Issues of Overvaluation and Exchange Rate1989 - 63 pages - Sheff No. E1613 - Languages Adjustments in Nigeria.available:E - * Ajayi, S.

Exchange rate overvaluation is common in many Africancountries, and Nigeria is no exception. The

NATIONAL PLANNING PROCESS AND EXPERIENCE overvaluation of a nation's currency can causeIN DEVELOPING CouNTRIES economic distortions and can adversely affect its

growth path. The major aims of this study are to analyze405/006 the reasons, institutional and other, behind theEnergy Sector Policy Responses in LDCs to appreciation of Nigeria's monetary unit, the naira; tothe Oil Price Rises of the 1970s. measure, using different indices, the extent of naira- Cook, A. * Van Nimmen, A. overvaluation; to analyze the issue of adjustments of

The commercia energy sectors ot LDCsexpandedover the exchange rate and other adjustments in theThe commercial energy sectors of LDCs expanded over economy; and to draw policy conclusions for Nigeriathe period of cheap oil, with a strong bias towards rom the findin sspetroleum products. The oil price rises thus hit LDCs' geconomies proportionally more severely than those of 1988 113 pages - Shelf No. E1516 - Languagesthe developed world. The economic crisis which ensued available: E -emanated from the energy sector and thus many of thesolutions to it were aimed at this sector. Pricing and 405/0 35non-pricing policies were adjusted to give incentives to Transforming a Single-Product Economy.change fuel consumption habits. Exploration fordomestic oil, gas, and coal has been boosted, while * O'Neill, H., and otherssome countries have tried to manufacture ethanol as a Although relatively well off at the time of independencegasoline substitute. To the extent that commercial and and having accomplished much in the next 20 years,traditional fuels are substitutable, the oil crisis affects Zambia today is in the grip of a severe economic crisis,the traditional fuels crisis in the Third World. Thus we crisis rooted partly in domestic development strategieslook at the development of biogas, improved stoves, implemented in the past, and partly in developments atand reforestation. Finally, the place of renewables the level of the global economy. This case study(solar and small hydro) in providing a solution to the examines the elements of that crisis in the context ofcrisis is discussed. the policy reforms launched in the early 1980s by the1985 * 155 pages * Sheff No. E9011 * Languages government to deal with it. The case gives backgroundavailable: E- on Zambia and its economy then it describes the

reforms initiated in the macroeconomy, examines thepostindependence evolution of policy in the industrial

Mm IN TM2 and agricultural sectors respectively, and discussesthe content of reforms in those sectors. In the last

405/02 6 chapter the case provides a checklist of issues crucialBenefits and Costs for Price Policies to the implementation of a reform program which will helpAnalysis for Developing Countries. readers interested in policymaking and policy reform.- Henderson, J. 1988 e 243 pages - Sheff No. E9045 - LanguagesThe aim of this paper is to present an extension of available: E-benefit cost analysis to cover government policies. Thefocus is on price policies in developing countries, butmany of the tools and principles used can be modified 405/039for application to other types of policies in both Exchange Rate Adjustment In Selecteddeveloped and developing countries. The paper African Countriescontains tools, principles, procedures, and examples. * Ajayi, S.Emphasis is upon the way of looking at policies. What is Africa has some of the world's poorest countries.achieved? Are there unintended effects: What are the During the last 10-20 years, many African countriescosts? How might costs be estimated? It is not possible have not only experienced severe political instability,to cover all possible cases. There are far too many. but faced increasing economic difficulties. TheMany possibilities are beyond the scope of this paper. economic problems include deficits in current accountsThe analysis is developed so that the reader will be able and a consequent dwindling of external reserves,

English Training Materials 73

declining growth rates, increasing external debt, process within a specific institutional framework foradverse terms of trade, inflation and currency national and regional planning and implementation inmisalignment. This paper focuses on five African Malaysia. While the first part is essentially concernedcountries, namely, Malawi, Nigeria, Tanzania, Uganda, with regional development planning on a nationwideand Zambia. The economies of all five countries are basis, Part II is concerned with the developmentsmall and dependent on foreign trade. They are all problems and issues of a poor region within Malaysiatherefore vulnerable to changes in the world economy. and with the strategies initiated to reduce imbalancesNevertheless, these countries have adopted one or between its areas and communities.another form of exchange rate adjustment during the 1983 * 56 pages - Shelf No. E0857 - Languagespast few years. available: C - E -1988 * 97 pages * Shelf No. E1554 - Languagesavailable: E -

41 5/002Regional Development and Multilevel

405/047 Planning.Adjustment Policies and External Finance. * Yang, S.- Baughman, D. . Canetti, E. . Eguren, A. Development planning has progressed from macro toThis paper is the result of a seminar on Adjustment sectoral and spatial dimensions, and regional planningPolicies and External Finance held in Washington, D.C. has increasingly been recognized as essential toin June 1986. It brought together government officials achieving a more balanced development. As regionalfrom eight Latin American countries and four countries development needs to be managed at differentfrom Southern Europe and the Near East. The purpose administrative levels, it is necessary to clarify its scopeof the seminar was to shed light on some of the key at each level and also the interrelationships betweenpolicy issues surrounding macroeconomic adjustment levels. The paper suggests a scheme of multileveland external debt in middle-income high debt countries. planning in which the interrelation of perspectiveThe seminar focussed on the important linkages regional plans and operational plans, as well as thebetween external debt management and national necessary vertical and horizontal coordination ateconomic management, particularly as it applies to various levels, are explained.adjustment policies and with emphasis on comparative 1983 e 23 pages - Shelf No. E0894 - Languagescountry experiences. The design of the paper is similar available: C * E .to that of the seminar. Part I is an introduction to thedebt problem. Part II discusses issues on stabilizationand adjustment. Part IlIl is a brief but important EcoNoMIc POLIcY OBJEcTIVES AND INSTRUMENTSdiscussion on problems of financial distress inadjustment. Part IV brings out some of the issues for 420/001the future, focussing particularly on Latin America. Industrial Incentives Case Study.Working Paper * Lamson-Scribner, F.1988 - 65 pages - Shelf No. E1508 - Languages This Case provokes an analysis of some incentivesavailable: E offered by governments for encouraging industrial

development. The Case examines how a type ofincentive provokes a type of action by entrepreneurs

REGIONAL PLANNINGI and how actions provoked may be in conflict withcountry development objectives. It also explores the

415/001 motivation of government officials in different positions.A Case Study of Regional DevelopmentPlanning In Malaysia: Part I and Part II. 1972 - 17 pages * Shelf No. E0321 * Languages

available: E -* Bruce, C. - Ramy, C.This Case Study has three purposes: first, to provideillustration of practices and approaches to regional 420/006development planning in a middle income country in The Use of Special Assessments to FinanceAsia; second, to assess the impact and recent Development Projects.achievements of this country's regional development * Schlesinger, E.efforts and discuss the limits to expectations of certain A special assessment is a compulsory levy madetypes of policies and strategies and the opportunities against certain properties to defray all or part of the costrepresented by others; and third, to give the of a public improvement. It not only enhances theparticipants an opportunity to comment on the community welfare as a whole; it also gives specialapproaches and issues spelled out in the paper and benefits on those properties. This Note examines theformulate a proposition for the improvement of the suitability of special assessments for the fiscalregional development planning process currently in structures and problems of developing economies. Itpractice in this country. The Case is divided into two first studies the administrative and operationalparts. Part I reviews the national development issues, difficulties due to the use of special assessments andthe regional development policies, and the planning then appraises the possible applications of this form of

74 English Training Materials

levy to the financing of certain types of development 420/018projects. The Influence of Public Sector Projects and

1975 * 15 pages - Shelf No. E0326 - Languages Policies on Income Distribution.available: E - * Martin, C.

Describes the role that government policies may play in4201009 affecting projects and also the way in which projectImport Substitution and Export Promotion. development can formulate government policies.

* Hirsch, S. Examples are given and the importance is stressed ofexamining the fiscal implications of both government

This Course Note looks at import substitution and export policies and project development.orientation as elements in a sequence, rather than asmutually exclusive alternatives. 1977 - 5 pages - Shelf No. E0338 * Languages

available: E1976 - 11 pages - Shelf No. E0329 * Languagesavailable: E .

420/019

4 20/01 0 The Policy Framework for Industrialization.Comparative Advantage-Definitions, * Hughes, H.Sources, and Implication for 1979 - 18 pages - Shelf No. E0339 - LanguagesIndustrialization. available: C - E .* Hirsch, S.

This Course Note examines some conceptual 420/020schemes/models that might serve to distinguish Bura Project-Government Cash Flowbetween suitable and unsuitable projects. Exercise.

1976 * 22 pages - Shelf No. E0330 - Languages * Ballard, P.available: C - Ee An analysis of the budgetary implications of a large and

complex project. An understanding of funds statements420/014 is required. The Exercise explains how to relate projectInterpretation and Analysis of National implementation and management to prior project design,Income Accounts. in particular, to recurrent expenditures. Issues* Kumar, D. * Schlesinger, E. concerning cost recovery systems and future policy

implications of a single project are also raised.Provides practice in organizing and interpreting national (Although primarily intended to be a discussionincome data. Part I should help readers clarify the Exercise, it contains all the data necessary to revisedefinitions and computational procedures for important the government's cash flow and may also be used formacroeconomic indicators. Part II is designed to this purpose.)stimulate critical analysis of the national incomeaccounts of two selected countries possessing distinct 1977 - 28 pages - Shelf No. E0341 - Languageshistorian patterns and economic characteristics. available: E -

1977 - 8 pages - Shelf No. E0332 * Languagesavailable: C - E - 420/0 21

A Case Study of Agricultural Price

420/01 5 Management-Egypt.Projecting Aggregate Patterns of Resource * Shaw, C.Use. Government interventions with respect to farm input and

*Kumar, D. Schlesinger, E. output prices have been an important part of Egypt'sdevelopment strategy. This Case Study analyzes the

Introduces the methodology of projecting national effects of the implementation of each intervention inincome and relates this to the planning process through terms of economic efficiency and equity, in the light ofthe analysis of underlying assumptions and their policy specific methodologies, and seeks to formulate feasibleimplications. Methods of varying assumptions and of alternative strategies and policies.handling changes in economic constraints are alsoillustrated. 1981 , 37 pages * Shelf No. E0342 * Languages

a vailabe: E * F -1977 * 4 pages * Shelf No. E0334 * Languagesavailable: E -

420/0 23Issues In Budgeting.- Cochrane, G.This Course Note describes eleven critical areas inbudgeting, relating to: budgeting principles, accountingmethods, the relationship between planning and

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budgeting, capital and recurrent accounts, public 420/027expenditure plans, recurrent costs, functional and Choice of Technology: The Case of theeconomic classification, item classification, revenue Indonesian Rice Mills.estimation, evaluation and budgetary reform. The Noteincludes a short appendix describing a few attempts at * Helmers, F.budgetary reform as well as the obstacles which they Seminar Paper No. 19encountered. A selected bibliography is included. 1980 * 18 pages * Shelf No. E1033 - Languages1986 * 24 pages - Shelf No. E1393 - Languages available: C * E-available: E.

420/028420/024 Development Problem, Strategy, andBudgetary Reform In Zambia. Technology Choice: Sarvodaya and Socialist* Cochrane, G. Approaches in India.This Case outlines the main features of Zambia's . Bhatt, V.budgetary system and describes the Government's Much before Independence, there were twoattempts at reforming the system with a view to: (i) development ideologies in India-the Sarvodaya oneprovide a better framework for translating development represented by Gandhi and the Socialist one with Nehrupriorities into budgetary allocations; (ii) improve the as its spokesman. The major objective of both was torelation between Finance and Planning with regard to remove poverty and unemployment throughbudgetary accounting; (iii) streamline the expenditure socioeconomic development in an environment ofitem classification; (iv) improve financial control; (v) freedom and democracy. However, there were majorprovide adequate allocations for recurrent differences between their development strategies andexpenditures; and (vi) phase the reform measures in an the implicit technology policies. This paper seeks toappropriate manner. A leader's guide and data for discuss the major elements of these two ideologies andoverhead material are provided. suggest their relevance to the problem of development1986 - 33 pages - Shelf No. E1394 - Languages in the LDCs.available: E - Seminar Paper No. 21

1979 * 35 pages - Shelf No. E1026 - Languages420/025 available: E -On Financial Innovations and Credit MarketEvolution. 420/035- Bhatt, V. Financing Public Sector Investment-Part I:The role of the introduction and diffusion of innovations The Project Context for Public Investment.in the process of economic development has been well * Krishnaswamy, K.recognized in the literature since the seminal works of This is the first part of a Course Note dealing with theMarx, Schumpeter and Kuznets. However, little financing of public sector investment. This part sets outattention is paid to the significance of social the basic relationships between the maininnovations. It is the broad theme of this paper that macroeconomic aggregates and relates them to thefinancial innovations tend to reduce transaction costs concepts of national income accounting. It alsoand risk, both subjective and objective, and as a result introduces a few monetary concepts necessary tobring about widening, deepening and integration of understand the working of the monetary system and thecapital markets; such financial development nature of monetary policy. The paper draws heavily onaccelerates the pace of economic development through the India experience but refers to examples taken fromits favorable impact on saving, investment, and output. other economies as well. The remaining parts deal with1986 m 13 pages e Shelf No. E0501 - Languages domestic resource mobilization (Part II), theavailable: E- government draft on private savings (Part l1l), and the

coordination of monetary and fiscal policies (Part IV).

420/026 1984 * 22 pages - Sholf No. E1126 - LanguagesSome Aspects of Financial Policies and available: E eCentral Banking in Developing Countries.- Bhatt, V. 420/035Seminar Paper No. 11 Financing Public Sector Investment-Part II:1981 - 49 pages * Shelf No. E1027 - Languages Saving by the Public Sector-Tax Policy.available: E * Krishnaswamy, K.

This is the second part of a Course Note dealing with thefinancing of public sector investment. This partanalyzes three methods of financing increased publicinvestment: (a) additional taxation; (b) a reduction incurrent expenditure; and (c) the generation of larger

76 English Training Materials

public enterprise surpluses. The paper discusses the HlJs 11mgimpact of increased taxation on income distribution,aggregate savings, production and inflation, and spells 4201078out various alternatives for reducing current outlays. Jamaica: A Case Study In Public SectorThis paper draws heavily on the Indian experience but Investment Programming.refers to examples taken from other economies as well. * Meyer, A.The other parts deal with the basic macroeconomic This Case Study deals with the Jamaican efforts toaggregates (Part I), the government draft on private is the Study deals manant. Ansavings (Part ll), and the coordination of monetary and improve the quality of economic management. Anfiscal policies (Part IV). essential part of the policy reforms under theirstabilization and structural adjustment programs was1984 - 21 pages * Shelf No. E1127 - Languages based on the adoption of a public sector investementavailable: E - programming mechanism in order to obtain a global view

of the public investment effort, to improve information420/035 and control mechanisms, and to check the consistencyFinancing Public Sector Investment-Part of capital expenditures with overall developmentIII: Government Draft on Private Saving. objectives.- Krishnaswamy, K. 1989 * 59 pages - Shelf No. E1576 - LanguagesThis is the third part of a Course Note dealing with the available: Efinancing of public sector investment. This partexplains different ways through which the government 4201084can draw on private savings, either directly or through Successful Macroeconomic Adjustment inthe banking system. The paper discusses various Three Developing Countries: Botswana,instruments used in financial intermediation and spells Malawi, and Papua New Guinea.out the limits to direct government borrowing from thebanking sector. This paper draws heavily on the Indian - Harvey, C.experience but refers to examples taken from other Because of their dependence on foreign trade, all ofeconomies as well. The other parts deal with the basic these countries were particularly vulnerable to changesmacroeconomic aggregates (Part I), domestic resource in the prices of traded commodities and in the economicmobilization (Part II), and the coordination of monetary performance of their trading partners. Like many otherand fiscal policies (Part IV). poor countries in the early 1980s, they were exposed to

the severe shocks of an international recession andavailable E 2 falling commodity prices. In Papua New Guinea and

Botswana, these shocks were exacerbated by severeproblems in their domestic economies. Yet, unlike many

420/035 others, each of these countries successfully managedFinancing Public Sector Investment-Part to keep their economies operating normally. In thisIV: Coordination of Monetary and Fiscal paper, the author examines the economic performancePolicies. of the countries and the management practices of their

governments to discover what they might have inKrishnaswamy, K~. common that would provide useful lessons to other

This is the fourth part of a Course Note dealing with the countries, and he found that the management practicesfinancing of public sector investment. This part first of the governments shared many common features.introduces the difference between the monetarist andKeynesian theories with regard to the importance of 1987 a 77bpages Shelf No. E1430 - Languagesmonetary versus fiscal policies in national economic available:Emanagement. The paper then deals at length with therole of a country's central bank in providing financial ,__resources for public investment, as well as with the IPLAN IMPLEMENTATION AND MONITORINGvarious policy instruments that can be used to that 425/001effect. The paper draws heavily on the Indian Overall Plan Implementation: A Diagnosticexperience but refers to examples taken from other Case Study-Jordan.economies as well. The other parts deal with the basicmacroeconomic aggregates (Part I), domestic resource - Martin, C.mobilization (Part 11), and the government draft on 1977 * 7 pages e Shelf No. E0343 * Languagesprivate savings (Part Ill). available: E -1984 * 13 pages e Shelf No. E1129 - Languagesavailable: E -

English Training Materials 77

425/002 Population, Health and NutritionThe Interrelation of Plans, Programs, andProjects in Economic Development. 455/001* Martin, C. Kenya-Population Projections.Describes the role of plans, programs, and projects in * Zacharin, K.economic development and the mechanism by which Provides an opportunity to make population projectionsthese are brought together to form a national and to understand the underlying assumptions.development plan. 1978 * 3 pages * Shelf No. E0345 * Languages1977 - 3 pages * Shelf No. E0344 - Languages available:E-available: E .

IFAMILY PLANNING425/00 3Effective Utilization of Foreign Assistance. 460/001* Muhith, A. Tunisian Family Planning Program-This is a Course Note dealing with effective utilization of Evaluation Exercise.foreign assistance. The paper deals very briefly with * Burnett, N.the mobilization of foreign aid, and at much greater Involves (a) the calculation of the various measures oflength with the utilization of such aid. The analysis performance and (b) an analysis of the issues involvedcovers the utilization of project aid as well as of non- in using cost-effectiveness in family planning programs.project resources; it deals also with the problems 1978 - 9 pages - Shelf No. E0346 - Languagesassociated with adjustment to unexpected 1978; E -developments. The paper concludes with a section on avaia e.donor practices and procedures.1986 - 30 pages * Shelf No. E1398 * Languages DEMOGRAPHYavailable: E-

470/001Computer Help in Demographic Analysis: The

PUBLIC ENTERPRISE MANAGEMENT Sprague Multipliers TI-59 Program.

430/001 Dominguez-Urosa, J.Institutional Framework and Public 1980 * 8 pages - Shelf No. E0347 * LanguagesEnterprlse Performance. available: E * S .* Bhatt, V.The purpose of this paper is to derive, on the basis of 470/00 2available literature on successful enterprises, some Demographic Analysis and Educationconjectures-tentative generalizations-with regard to Projects: Basic Concepts andthe strategic factors and in particular the Relationships.characteristics of the decision structure and processesthat account for public enterprise performance in the i Dominguez-Urosa, J.mining and manufacturing sector. Section I deals with 1980 * 23 pages * Shelf No. E0349 * Languagesthe decision framework, and Section II, with the available: E -S motivational and inducement mechanisms. The impactof distributional pressures on decision making isdiscussed in Section III and the role of ideology, in |HEALTHSection IV. Some concluding observations are made inSection V. 480/001Seminar Paper No. 28 PNP VI Rubber Estate Anemia Case Study.1984 - 20 pages - Shelf No. E1138 * Languages * Gilbert, G. * Jones, W. * Leslie, J. * Mencia, L. -available: E Revised by: Leslie, J. -Burnett, N. - Mencia, L. * Hobart,

J.Consists of two parts. Part I addresses the problem of

430/002 low labor productivity on a government-owned rubberDecision Structure, Technological Self- estate in Western Java. Productivity is hampered by theReliance, and Public Enterprise low dietary intake of iron and by hookworm infestation.Performance. It investigates the economic and financial return on* Bhatt, V. various investments to alleviate this problem. Part IISeminar Paper No. 17 uses the technique of cost-effectiveness to compare

alternative intervention programs using latrines.1980 * 22 pages * ShelffNo. E1024 * Languages199*4pae*ShlNoE36 Lnggsavailable: E- 1979 - 44 pages - Shelf No. E1360 - Languages

available: E -

78 English Training Materials

480/007 closes with a few final comments on the concernsHealth Aspects of Watershed Development discussed herein.and Irrigation Projects. 1988 - 64 pages - Shelf No. E1513 - Languages- O'Leary, D. available: E -This Course Note discusses the health related impactsof watershed development and irrigation projects that HEALTH PLANNING, MANAGEMENTAND ADMINISTRATIONare executed in hot climates. The development andimplementation of a comprehensive health management 490/001plan for a project area is outlined with special emphasis Decision Making In Health Serviceson the appropriate control measures for malaria,schistosomiasis (bilhazia), and onchocerciasis (river Cochrane, S.blindness). Discusses issues involved in survey work.1982 - 27 pages - Sheff No. E0999 - Languages 1978 * 4 pages - Sheff No. E0352 - Languagesavailable: A - E - available: E -

490/006Expansion of Health and Family Planning

480/009 Services: The Maharashtra Experience.Health Care Financing. * Srinivasan, V.Asian Development Bank * Economic Development This Case Study, written by the administrative head ofInstitute - East-West Center the health organization in one state with a population ofIn 1987 the Asian Development Bank, the Economic about 64 million in India, is an attempt to share theDevelopment Institute, and the East-West Population experience on the economic and political aspects ofInstitute of the East-West Center, Hawaii organized a "Selling Primary Health Care" for adequate resourceregional seminar on Health Care Financing. This volume mobilization within the constraints of limited resourcessummarizes the proceedings of the seminar. It also available to the health sector. It also addresses theincludes the resource papers as well as the condensed issues of efficiency in utilizing such resources when thecountry papers that were presented by the participants. health and family planning services are expanded toAlthough the outcome is summarized and synthesized, cover large populations in a very short time period.the basic conceptual and empirical material on which the Lessons learnt from this experience are documented fordeliberations were largely based is also reproduced, possible usefulness in other situations where programsalmost in full. are planned for implementation covering sizable1988 - 457 pages - Sheff No. E9099 * Languages populations on a countrywide or sub-national basis.available: E - 1986 - 68 pages - Shelf No. E1395 - Languages

available: Ea

PRIMARY HEALTH CARE

485/001 NUTRrIONCommunity Health Workers-Issues and 505/001Experience. Colombia Nutrition Case.* Saunders, M. * Burnett, N.The primary intention of this Course Note is to provide a Discusses some of the issues involved in the economicuseful overview of a selection of recent issues that analysis of projects in the health and nutrition sector.have emerged from actual Primary Health Careimplementation for those concerned with the 1978 - 2 pages - Shelf No. E0353 - Languagesmanagement of a primary health care programs in available:Edeveloping countries. As such, this Note is comprisedof material designed for an audience of middle-level Project Preparation and Appraisalmanagers of health ministries and agencies. Section IIexamines the institutional aspects of CHW operation by 535/001defining what a CHW is, what kinds of functions each is Chao Phya Irrigation Project Case Study-expected to perform, how CHWs fit into the established Part A: ProJect Planning-Module l:health care system, and how they relate to other Background and Description.sectors. Section III probes the crucial factors of CHWprogram management, touching on principles of the * Bruce, C.managerial process, along with the topics of training, This first module is a descriptive introduction to themonitoring and supervision, and drug supply. In Section Chao Phya Irrigation Project. It deals briefly with theIV, the cost-effectiveness and impact evaluation of history of the Chao Phya Irrigation Improvement StageCHWs are studied, with a view towards understandingthe costing and financing of a CHW program. Section V

English Training Materials 79

11 project, which was financed with assistance from the in other course notes, but they are not discussed in anyWorld Bank. It explains how the project was identified, detail in this note.the objectives of the project, and describes the main 1984 - 15 pages - Shelf No. El 125 - Languagesproject components, the existing and future cropping available: C Epatterns, yields, and production. It also summarizesmarket prospects and shows the present and futurederivation of farmgate prices. No exercise is involved in 535/014this module. It provides essential background Nature of a Project Strategy.information for the other modules in Parts A and B. If - Ribon, B. * Edited by: Dowsett, A.any of the modules are being taught separately, thisModule I should also be given to the participants in any This Note shows how the four aspects of any project,training activity. Modules i, Illi, IV, and V of Part A are people, products, finance, and time, arenumbers: 550/045, 560/032, 560/033, and 575/020, interdependent, and how they should be consideredrespectively. Part B consists of Modules 1, il, and 111, while planning a project strategy.numbers: 630/005, 620/010, and 645/002 respectively. 1984 - 18 pages - Shelf No. E1348 - Languages1983 - 8 pages - Shelf No. E0895 - Languages available:C-E-- S-available: E -

535101 8535/005 The World Bank and Project Analysis-AnCurrent Use of Project Analysis Tools in the Introduction.World Bank. - Finzi, U.* Gittinger, J. This paper is an introduction to project analysis as it isThis Course Note reports on current use of project carried out at the World Bank. It focuses on: (i)analysis tools in the World Bank. aspects of project preparation and analysis; (ii)

organization of data in the project report; (iii)1981 - 8 pages * Shelf No. E0861 * Languages procurement arrangements for project implementation;available: E - and (iv) elix post evaluation of projects. It also includes

an introductory chapter on the structure and activities535/006 of the World Bank and a bibliography on projectThe Project Launch Workshop Concepts. analysis.- Satin, R. A 1988 * 39 pages - Shelf No. E1400 e LanguagesProject Launch Workshop is an initial meeting of all available: E.those involved in a project to confirm agreement ofproject objectives and to coordinate the project PROJECT CYCLEactivities as well as to generate commitment to theproject. 540/00 21982 - 4 pages - Shelf No. E0874 - Languages The Project Cycle.available: C e E* e Malone, P.

1977 e 1 pages - Shelf No. E0355 e Languages535/008 available: E * S -Aspects of Project Appraisal.* Wallis, J. - Edited by: Dowsett, A. 540/003This Course Note is designed to be used to plan courses Advantages and Limitations of the Projectand to introduce the appraisal phase in courses on the Format.project cycle. It is structured to emphasize the six mainelements of project appraisal (technical, financial, - Gittinger, J.commercial, sociological, institutional, and economic). Discusses a number of the advantages and limitations1984 * 31 pages - Shelf No. E1141 - Languages of the project format. The Note stresses the advantagesavailable:. C - E - F - that can be realized when both costs and benefits canbe valued, and the advantage of more systematic

evaluation when there are valuation problems that limit535/013 comparison of costs and benefits. It also discusses theThe Objectives, Context, and Strategies of limitations imposed by problems of valuation and theDevelopment Projects. social decision-making process.* Canon-Olivares, P. * Wallis, J. * Edited by: Dowsett, A. 1977 - 5 pages - Shelf No. E0356 - LanguagesThe purpose of this Course Note is to present a available: E - S *framework and set of terminology to be used during acourse on project preparation and/or appraisal.Concepts are introduced which are developed more fully

80 English Training Materials

540/00 6 methodological constituent elements, which make for anThe Project Cycle. effective system.- Baum, W. 1982 * 22 pages * Shelf No. E0872 * Languages

This Course Note contains a summary of the basic available:E-S-phases of the project cycle.1982 - 14 pages * Shelf No. E0863 * Languages 540/01 0available: C - E - F * S * The Project Cycle and the Project Appraisal

Process.

540/007 * Burnett, N. . Youker, R.The Project Cycle-An Introduction to the 1980 - 9 pages - Shelf No. E0901 e LanguagesStages of Project Planning and available: EF-Implementation.- Bruce, C.This Course Note introduces the reader to the concepts Th5e4Proect Cycle Exercise.and purpose of the various stages (phases) of project ' Yplanning (opportunity studies, identification, * Casse, P. . Edited by: Thorson, L. Youker, R.preparation, budgeting, and programming) and This Exercise is a practical illustration of the stepsimplementation (operations, monitoring, and involved in the cycle of a typical industrial project. Itevaluation). It discusses the significance and consists of twenty activities in the life of a projectimportance of the various phases and the need for and beginning with identification and ending with the lastacceptance of a project planning/implementation element in supervision.system with the political, institutional, and 1984 - 3 pages - Shelf No. El176 Languagesmethodological constituent elements, which make for an available: C - E1 effective system. For background material see540/008.1982 - 24 pages e Shelf No. E0869 - Languages 540/015available: C - E - F - S Tianjin Polyester Mesh Project-From

Identification to Implementation.

540/008 * Tang, Y.Types of Planning In Economic Development. This is a Case Study of an industrial investment project

under China's new circumstances of economic reform.* Bruce, C. It covers all stages of a project cycle and provides aThis Course Note provides useful background material series of exercises that allows the participants to workfor 540/007 "The Project Cycle - An Introduction to the through the decision-making process and see how aStages of Project Planning and Implementation". It choice should be made among alternative investmentsopens with a brief discussion of the nature and with different project sizes and sources of raw materialcharacteristics of planning and then provides a typology supply.of planning. The relationships between 1986 - 90 pages - Shelf No. E1425 - Languagesspatial/institutional and a functional classification of avibl:Eplanning are analyzed, using an idealized Planning avaia e.Classification Matrix, to emphasize the plan andimportance of project planning and to identify some of rIFICATION

the institutional constraints to effective planning.

1981 - 12 pages - Shelf No. E0871 - Languages 545/001available: C E- F- Yemen Arab Republic Project Identification.

* Upper, J.

540/009 1974 * 7 pages * Shelf No. E0357 * LanguagesThe Project Cycle-An Introduction to the available: E -Stages of Project Planning andImplementation in the Education Sector.- Bruce, C. * McMeekin, R. 545/002The Course Note introduces the reader to the concepts Project Identification and Promotion.and purposes of the various stages (phases) of project * Chew, L. - Youker, R.planning (opportunity studies, identification, 1976 * 11 pages * Shelf No. E0358 * Languagespreparation, budgeting, programming) and available: E Simplementation (operations, monitoring, andevaluation). It discusses the significance andimportance of the various phases and the need for andacceptance of a project planning/implementationsystem, with the political, institutional, and

English Training Materials 81

545/003 FINANCIAL PROJECTION AND ANALYSISGhana National Investment Bank ConsultantReport on Project Implementation. 550/000* Youker, R. Basic Finance for Project Analysis.

1976 * 20 pages * Shelf No. E0359 - Languages * Compiled by: Upper, J.available: E - 1983 * 600 pages * Shelf No. E9004 - Languages

available: E .

545/004Project Reshaping. 550/001* Burnett, N. * Fletcher, D. - Srinivasan, V. Indian Well-Energizing Financial Rate ofMost of this Course Note consists of a checklist of Return.questions that must be asked in the process of * Gittinger, J.reshaping projects. 1973 * 2 pages * Shelf No. E0370 * Languages1976 * 12 pages * Shelf No. E0360 * Languages available: E-available: E - F -

550/002545/005 Sun-'n-Sand Hotel Project Exercise-Industrial Raw Materials and their Impact on Financial Projections.Location and Appraisal of Projects. * Stauffenberg, M.

@ Lamson-Scribner, F. . Puri, G. This Exercise requires preparation of financialDiscusses implications of production and transport projections.costs of raw materials on the siting of plants. A list ofquestions relevant to raw material supply and its supply 1974 5pages * Shelf No. E0371 * Languagessystem is included. available: E-

1979 - 9 pages * Shelf No. E0362 * Languagesavailable:A * E - Fe 550/004

Glass Containers Project-Financial

545/006 Analysis Exercise.Project Identification and Preparation. - Ballard, P. * Burnett, N. * Ferrer, V.-Puroje G. A simple financial analysis Exercise involving- Pun, G. calculation of three different measures of project worth,There are no ready-made guidelines that will spell out all using both algebraic and graphic methods of computingsituations and provide right solutions. Good projects the internal rate of return of the project. It includeshave to be identified, developed, and appraised. This calculation of a discounted cash flow and a simpleCourse Note provides some suggestions. sensitivity test.

1979 - 17 pages - Shelf No. E0365 * Languages 1977 - 2 pages - Shelf No. E0373 - Languagesavailable: E - F - available: E.

545/007 550/005Project Generation and Design. Mariana Petrochemicals Enterprise Exercise.- Elz, D. - Lamson-Scribner, F.Reviews the approach to generating project ideas, An Exercise oriented around substantial financialproject identification, and project preparation. The Note analysis of a joint venture. Product costing and pricingdiscusses project design and the impact of design for various rates of return, processing margins, pricingalternatives on project outcome. It is based on a review formulas, breakeven concepts, and cost structures ofof the same subjects in the Operational Manual of the an industry are all considered.World Bank. 1976 * 32 pages * Sheff No. E0374 * Languages1980 - 21 pages - Shelf No. E0367 - Languages available:E Eavailable:A - C - E - F - S -

82 English Training Materials

550/006 550/011Preliminary Checking of Operating Costs. Operating Cost Analysis.* Srinivasan, V. * Fletcher, R. * Srinivasan, V.This Course Note describes two related methods for This Course Note discusses the analysis of operatingcomparing the cost of any proposed project with those cost estimates.of others already in existence. 1977 * 14 pages * Shelf No. E0382 e Languages

1976 - 10 pages * Shelf No. E0375 * Languages available: E - F -available: E - F-

550/012550/007 Financial Statement Analysis: Problems ofAl Khair Textile Company-Construction and Inflation and Other Pitfalls.Projections of Financial Statements. * Shah, B. * Revised by: Upper, J.* Williams, E. This Course Note discusses various aspects ofThis is a two-part Exercise to introduce financial financial statements that are subject to differentstatements. Part I deals with the construction of the reporting methods and must be analyzed accordingly.three major financial statements of the Company and Inflation adjustment, inventory valuation, depreciation,Part II provides assumptions to be used in developing and price level change effects are covered, withfinancial projections for the same statements. illustrated examples.

1976 - 9 pages - Shelf No. E0377 - Languages 1982 - 13 pages - Sheff No. E0384 - Languagesavailable: E - available: A * C - E - F -

550/008 550/013Ouickrich Products. Ratios: Tools of Financial Analysis.D Zwick, J. * Shah, B.This is an Exercise on interpreting financial statements. The analytical framework of this Course Note is to1972 * 2 pages - Sheff No. E0378 * Languages compute first the measures of overall financialavailable: E- performance, and then carry the analysis further to

identify the factors that may have significantlycontributed to the overall results.

550/009 1977 - 21 pages - Shelf No. E0387 - LanguagesA Multisector Approach to Cash Flow and available: E-Discounted Cash Flow Analysis.- Schlesinger, E.Designed for in-class work and discussion, this 550/014 rascton xecieExercise makes use of examples from a variety of Financial Transactions Exercise.sectors to develop a systematic introductory approach * Stockard, J. - Upper, J.to project accounting as applied to benefit-cost Examines the effects of simple transactions within, theanalysis, cost minimization analysis, and the appraisal balance sheet and income statement, and the effects ofof project financial plans. internal management decisions and external

1979 * 10 pages - Shelf No. E1227 - Languages environment policy changes on the financialavailable: E * statements.

1977 * 4 pages * Shelf No. E0388 - Languagesavailable:A - E -

550/01 0Capital Cost Analysis.* Fletcher, R. * Srinivasan, V. 550/015This Exercise is designed to bring out the usual sources Guiness (Nigeria) Ltd. (I & II) Exercise.of error and the problems involved in estimating project * Shah, B.cost. A list of the components of capital cost and This Exercise requires the calculation of a number ofvarious methods by which these estimates can be financial ratios. It serves as a vehicle of discussion ofchecked is attached. financial ratio analysis.

1977 * 6 pages * Shelf No. E0380 * Languages 1977 * 10 pages * Shelf No. E0390 * Languagesavailable: E - available: E .

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5501016 5 50/020Blbliography of Published Materials on Working Capital.Accounting, Financial Analysis and * Lamson-Scribner, F. * Srinivasan, V.Management, and Auditing. This Course Note discusses working capital and project- Upper, J. appraisal.A brief, annotated listing of reference works and books 1978 - 8 pages Shelf No. E0398 - Languageswhich are useful for preparing teaching materials on available.A-C-Efinance for managers and project analysts with variouslevels and amounts of prior experience in finance.Books selected contain good teaching material for 550/021individual study or for training courses. Also included is Teaching Program In Basic Finance (Publicthe treatment of accountancy and finance in developing Utility) Part II: Financial Projections.countries. * Williams, E.1982 - 9 pages * Shelf No. E0391 * Languages Provides the reader with a basic understanding ofavailable: A - E- financial projections, their usefulness, objectives,

methodology and limitations. The entire program may be550/01 7 followed by a more complex exercise on actualIntroduction to a Financial Funds Approach projections of the three major financial statements. Forfor Project Analysis. remaining parts see 555/070 and 550/028.* Stockard, J. * Upper, J. Revised by: Upper, J. 1980 - 25 pages * Shelf No. E0401 * Languages

An introduction to the concepts of language of financial available:E.F-S-funds flow analysis for projects. A distinction is madebetween the flow of funds for projects and for operating 550/0 22entities as a whole. Illustrations are provided in both Greenbelt Cannery Ltd Exercise.graphic and tabular forms. - Stockard, J. * Upper, J. Von Ruemker, A. * Von1982 * 9 pages * Shelf No. E0393 * Languages Stauffenberg, D.available: A -C-E- Consists of two parts: Part I introduces the simple

concept and mechanics of constructing financial550/01 8 statements, starting with a few unassembled typicalTypical Industries Case Study. financial transactions; Part II carries this forward into

the projection of future financial statements on theJethra, 0. - Rao, N. - Stockard, J.* Upper, J. - Revised basis of a few given additional assumptions.

by: Upper, J. 1978 * 12 pages * Shelf No. E0405 - LanguagesDiscusses characteristic and relevant financial ratios available: A-E-and balance sheet structures of different industries.The Case also highlights the strengths and weaknessesof particular financial ratios as indicators of liquidity, 550/023solvency, asset use, and profitability. Using Accounting Information (Glossary).1982 * 4 pages * Shelf No. E0395 * Languages * Ballard, P. * Stockard, J. * Upper, J. * Revised by'available: A * C - E - Upper, J.

A brief introduction and statement of Generally550/01 9 Accepted Accounting Principles, describes someEquipment Selection and Replacement recent developments affecting their application, andDecision Problems (Highways). adds some general comments on the limitations of using

accounting information. A glossary of accounting andMagassy, P. * Miller, L. financial terms is included.

Illustrates the use of cost-benefit analysis applied to 1982 * 24 pages * Shelf No. E0407 * Languagesthe selection and replacement of equipment used in civil available A * C* E-construction. Such areas as unequal lines, salvagevalue, alternative equipment, and timing of replacementare considered. 550/0241977 * 5 pages * Shelf No. E0397 * Languages How Financial Transactions Are Reflected Inavailable: E * Financial Statements.

* Rydell, F. * Upper, J.Presents brief illustrative examples of how financialtransactions are reflected in financial statements of asimple, service-oriented enterprise like a bicycle repairshop. The same general principles illustrated here applyto enterprises producing goods for sale. However, thisNote does not address more complicated financial

84 English Training Materials

transactions, such as those encountered in accounting 550/029for inventories of finished goods. ECW Canning Company 1,11 & ll-1978 - 19 pages - Sheff No. E0410 - Languages Construction and Projections of Financialavailable: A- E Statements.

* Puri, G. * Williams, E.

550/0 2 5 This is a three-part Exercise to introduce financial5501025 Containers Corporation.statements. Part I deals with the construction of theCanibe Containers Corporation, three major financial statements. Part II provides* Ward, W. * Revised by: Al-Bazzaz, M. assumptions to be used in projecting the sameThis is an Exercise on economic analysis of projects. It statements into the future. Part IlIl illustrates theis an introductory exercise designed to demonstrate the computation and future projections of financial ratiosbasic procedures of shadow-pricing project inputs and from the basic financial statements.outputs. The Exercise uses shadow price factors. It 1982 - 12 pages - Shelf No. E0420 - Languagesrequires a basic understanding of financial analysis, as available: A e C - E- F S -well as a basic understanding of "transfer payments'(such as taxes and subsidies), shadow-pricing, anddiscounting. This exercise is the shadow price factor 550/030conterpart to "Containers Corporation of the Caribbean" Financial Ratio Analysis.560/047, which uses conversion factors. * Raj, J. * Upper, J.1985 - 17 pages - Shelf No. E0412 - Languages This Course Note describes major financial ratios usedavailable: A -E in the analysis of projects and of their parent entities.

The ratios are classified into three broad categories to5 50/0 2 6 cover: (a) liquidity and credit-worthiness, (b) efficiency,Some Observations on Capital and Operating and (c) profitability. They apply in principle to theSome bsio. o C analysis of all entities that keep accounts on an accrual

Lamson-Scribner, F. . Srinivasan, . basis, whether private or government-owned.1982 - 28 pages - Shelf No. E0424 - Languages

This Course Note examines cost estimation as a whole available: A - C - E F-and provides some observations common to bothcapital and operating costs.1979 - 23 pages - Shelf No. E0414 - Languages 550/031available: E - How to Use Your Inexpensive Calculator to

Solve Problems in Financial Analysis.

550/0 2 7 * Huang, J.Sahara Textile Mills Financial Analysis A simple hand-held calculator can compute not onlyExercisex compounding and discounting factors but also the

present worth of an annuity factor, the capital recoveryPuri, G. - Williams, E. * Revised by: Upper, J. factor, the compound factor for one per annum, and the

This is an Exercise on cost estimation, financial sinking fund factor. It can also help you discount cashprojections, breakeven, IRR calculations and sensitivity flows to find the net present value, or schedule loans byanalysis of a project. It also involves readers' calculating loan balances and interests. This shortinterpretations of the results. Course Note tells how all these can be done.1982 * 34 pages e Shelf No. E0415 - Languages 1980 * 13 pages - Shelf No. E0427 - Languagesavailable: A - C - E - f - available: E -F .

550/028 550/032Teaching Program in Basic Finance (Public Teaching Program in Basic Finance-PartUtility) Part Ill: Analysis of Financial Ill: Analysis of Financial Statements-RatioStatements-Ratio Analysis. Analysis.- Williams, E. * Williams, E.For remaining parts see 555/070 and 550/021. This Course Note deals with ratio analysis and1980 - 37 pages - Shelf No. E0418 - Languages introduces some of the common ratios that can be used1980ale A 37 paEs - Sh/S E-8*Lagae to assess the financial position of an industrial

enterprise. The Note consists of: (a) an introduction tothe meaning and significance of ratios and ratioanalysis; (b) a list of some of the ratios that are relevantto an industrial enterprise; (c) examples showing howratios differ from industry to industry. Three types ofenterprises are used: a manufacturing company, apower utility and supermarket; and (d) a chart showingthe factors that usually affect return on investment and

English Training Materials 85

the limitations of ratio analysis. For remaining parts see procedures and techniques used in the analysis of550/041, 550/033, 550/040, and 555/055. capital cost estimates.1980 - 39 pages - Sheff No. E0429 e Languages 1976 * 28 pages * Shelf No. E0439 * Languagesavailable: A - E . F * available: A .E . F -

550/033 550/039Teaching Program In Basic Finance-Part II: Ruritania Coconut Oil Project-DeterminationFinancial Projections. of Operating Cost Estimates from Alsabeita* Williams, E. * Revised by: Upper, J. Data.This Course Note provides readers with a basic * Burnett, N. * Srinivasan, V.understanding of financial projections, their usefulness, This Exercise is a simple illustration of a method ofobjectives, methodology, and limitations. The entire estimating a project's operating cost when physical costprogram may be followed by a more complex exercise on data are available for a similar project in a differentactual projections of the three major financial country. It alerts the user to the important elements ofstatements. For remaining parts see 550/041, 550/032, an operating cost estimate.550/040, and 555/055. 1976 * 6 pages * Shelf No. E0442 * Languages

1982 * 24 pages * Shelf No. E0432 - Languages available:E -available: A - C - E - F -

550/040550/034 Teaching Program In Basic Finance-Part IV:International Foods Ltd.-Financial Structure Working Capital.and Financing Sources for a New Project. * Williams, E.* Raghavan, V. This Course Note introduces working capital, and

1980 X 6 pages * ShelH No. E0435 * Languages provides definitions of gross and net working capital. Itava98le E * ae hl o 03 agae lists in outline form the factors affecting working capitalavailable: E - requirements, what determines the amount of working

capital required, guidelines for financing working capital,550/036 and factors that need to be examined to estimateMall Sorting Machine Cost Justification. working capital requirements. It also includes an* Gittinger, J. explanation of four different methods of inventory

costing. For remaining parts see 550/041, 550/033,This Exercise illustrates how cost savings can be used 550/032, and 555/055.to determine if an investment in equipment is desirable.

1980 * 24 pages * Shelf No. E0443 *Languages1981 - 5 pages - Shelf No. E0437 - Languages available:A-E-F.S-available: E

550/041550/037 Teaching Program In Basic Finance-Part l:Discount Applications In Economic Decision Understanding Financial Statements.Making-Algiers Sewerage Project. * Huang, J. . Williams, E.

Gittinger,~~~~~~~~~~~~~ J.n,J Wiim,E* Gittinger, J. This program uses a step-by-step learning process thatThis Exercise illustrates the application of discounting consists of a brief lecture on each learning step followedto choice between alternatives (least-cost alternative) by an exercise to illustrate the learning point. Forto determining the net present worth and finding the remaining parts see 550/033, 550/032, 550/040, andinternal rate of return. The Exercise assumes a 555/055.knowledge of discounting (including how to find thepresent worth of a constant stream of income beginning 1982 - 38 pages - Shelf No. E0446 * Languagesat a future time). available: A - C * E - F1981 * 14 pages - Shelf No. E0438 * Languagesavailable: E - 550/042

Electrification vs. Dieselization: TheConflict between Financial and Economic

550/038 Analysis.Capital Cost Analysis. * Bruce, C.* Fletcher, R. - Srinivasan, V. This discussion Case presents the choice betweenThe purpose of this Course Note is to consider the electrifying and dieselizing a railway line. It first

presents the choice facing a railway administration,where the financial costs of both alternatives arediscounted over the life of the project to obtain the totalpresent worth of the costs valued at financial (market)

86 English Training Materials

prices. It next looks at the alternatives from the point of 550/049view of the country as a whole, replacing financial with Relation between Financial Statements.economic prices, where the common unit of account or * Huang, J.numeraire is 'border prices' - the distortions betweentraded and non-traded goods caused by foreign trade 1975 - 1 pages * Shelf No. E0896 - Languagesgoods expressed in a domestic currency unit by a available: A E- F.Standard Conversion Factor to express the non-tradedgoods in their border price equivalent values. Variouspolicy issues are then raised for discussion. 550/050

Financial Statements and Ratios.1983 - 9 pages * Shelf No. E0449 * Languages Feavailable: C - E - Pun, G.

1975 - 31 pages - Shelf No. E0900 e Languages550/043 available: E -How to Use Your Inexpensive Calculator toSolve Problems of Measures of Project 550/052Worth. Effects of Financial Transactions one Mencia, L. Financial Statements: An Exercise.Illustrates how an inexpensive calculator can assist in - Rydell, F." Upper, J.the analysis of four commonly used measures of projectworth (payback period, benefit-cost analysis, net 1980 - 16 pages - Shelf No. E0974 e Languagespresent worth, and internal rate of return methods). available: E -1979 - 8 pages - Shelf No. E0451 - Languagesavailable: E - MEASURES OF PROJECT WORTH

550/044 555/001IntroductoryNotes on Financial Accounting. Diagram for Calculation of Internal Rate ofIntroductory Notes on Flnanclal Accounting. Return.- Sirken, l. " Malone, P.

1980 - 5 pages * Shelf No. E0452 - Languages This Course Note is essentially a diagram, with notes onavailable: E how it was constructed and on its use (on the reverse

side). The main purpose of the diagram is the rapid5501045 determination of the rate of return on a project withoutChao Phya Irrigation Project Case Study- recourse to calculations, calculators, or computer.Part A: Project Planning-Module II: Farm 1967 - 3 pages - Shelf No. E0453 - Languagesand Financial Analysis. available: E -- Bruce, C. * Chang, J. . Kimaro, Y.In this second module, the basic agro-economic data 555/003are processed through crop budgets, farm budgets, and Choice between Power Line Alternativesarea budgets to provide a financial funds flow analysis Crossover Discount Rate Exercise.of the project from which financial Net Present Worth * Gittinger, J.(NPW) and Internal Rate of Return (IRR) can becalculated. Indeed the exercise in this module is to 1972 - 1 pages - Shelf No. E0850 - Languagesprepare the financial funds flow from the area budgets available: E Fand calculate the project financial NPW and IRR. Theexercise takes approximately one hour. The solutionset to the exercise problem is given separately. The 555/005processing of data was done with the assistance of a Discounting Differences between Cash Flowscomputer program-FARMOD-being developed in the to Choose among Mutually ExclusiveWorld Bank. Modules 1, III, IV, and V of Part A are Alternative Projects.numbers 535/001, 560/032, 560/033, and 575/020, * Dixon, M. - Gittinger, J. * Raghavan, V.respectively. Part B consists of Modules I, 11, and lil, 1972 - 2 pages Shelf No. E0455 - Languagesnumbers 630/005, 620/010, and 645/002 respectively. available: E -S -s

1983 - 32 pages - Shelf No. E0912 - Languagesavailable: E -

English Training Materials 87

555/006 studies and find alternatives to accomplish the statedSelection of Simple Alternatives, Work objectives. There is an optional question on estimatingExercise. market demand in the future.* Lamson-Scribner, F. 1976 - 16 pages * Shelf No. E0467 - LanguagesThis is an introductory cost effectiveness Exercise available: E.requiring evaluation of two different alternatives toaccomplish a specific objective. The present worth 555/015method is used to compare the costs in order to make a Papeles Y Cartones: An Introductory Case.decision as to which alternative is the more economic attwo different discount rates. There is also a question on * Stockard, J. * Upper, J.what is the "crossover' discount rate that would make This Case Study provides an example of how not toeither alternative equally acceptable. appraise several of the important aspects of projects.

1972 * 5 pages - Shelf No. E0457 - Languages 1976 - 17 pages * Shelf No. E0468 * Languagesavailable: E - available: E -

555/01 0 555/01 6Tanuganya Timbers Case Study. Computer Time-Sharing Systems.- Dixon, M. . Raghavan, V. * Huang, J.

This Case requires an economic analysis on the basis of A simple Note to explain the use of computer time-information contained in the provided appraisal report. sharing systems.1975 * 41 pages - Shelf No. E0460 * Languages 1975 - 9 pages * Shelf No. E0469 - Languagesavailable: E - Fe available: E -

555/011 555/017Indian Well-Energizing Internal Rate of Effect of Expected Life on True PresentReturn Exercise. Value.

G Gittinger, J. * Huang, J.

1973 - 2 pages - Shelf No. E0462 - Languages Discusses the relationship between true expected lifeavailable: E - and true present value.

1975 - 4 pages * Shelf No. E0470 - Languages

5 5 5/01 2 available: E -Flow Chart Exercise.*Huang, J. 555/018

Graphs to Obtain Approximate Values of the1973 * 3 pages - Shelf No. E0463 - Languages Internal Rate of Return.available: E* * Huang, J.

A set of graphs that can be used to obtain quickly the555/013 value of the internal rate of return from given cost andTechnical Aspects of Appraisal. benefit streams.* Lamson-Scribner, F. * Puri, G. 1975 - 9 pages - Shelf No. E0471 - LanguagesThis Course Note examines various technical aspects available: E *F -that must be considered in project appraisal.1976 - 44 pages - Shelf No. E0464 - Languages 555/019available:A - E-F Project Scale and Timing.

* Puri, G.555/01 4 Having established the validity of local production andViorica Pulp and Paper Project General having determined the minimum economic size ofCase. operation, the next step is to find the optimum project* Lamson-Scribner, F. scale and timing.Examines most aspects of project preparation and 1977 - 15 pages - Shelf No. E0473 - Languagesanalysis. Readers are expected to identify the most available:E-F-important points to be covered in project feasibility

88 English Training Materials

5551020 Internal Rate of Return. It is relatively simple. TheTime Value of Money-Inflation and the concept of sensitivity analysis is introduced.Internal Rate of Return. 1982 - 10 pages - Shelf No. E0484 e Languages* Huang, J. * Lamson-Scribner, F. available: A * C * E -

1975 - 5 pages * Shelf No. E0475 * Languagesavailable: E * 555/029

Simple Programming Examples.

555/021 * Egbert, A.Data Processing Introduction. 1976 - 16 pages * Shelf No. E0486 * Languages* Huang, J. available: E -A set of ordered displays that can be used to teach orexplain the use of computers. 555/0301975 * 16 pages - Shelf No. E0476 * Languages Deriving Discounted Measures of Projectavailable: E- Worth.

- Gittinger, J.555/022 An introductory Exercise that illustrates computation ofPump Replacement Decision Exercise. net present worth, benefit-cost ratio, and internal rate of* Miller, L. return. Some knowledge of the discounting technique isA typical replacement problem has been presented in helpful.this Exercise, both for analysis and discussion. It 1977 - 4 pages * Shelf No. E0487 - Languagesinvolves a decision between two alternative available:A-E-S-investments. Important factors to be considered are:size and capacity of pumps, investment and operating 555/031costs, salvage value, and cost of capital in the country. Equipment Selection and Replacement1975 * 5 pages - Shelf No. E0477 - Languages Decision Problems.available: E S * Miller, L.

Deals with the use of cost-benefit analysis applied to555/023 the selection and replacement of equipment used in civilNotes on Project Appraisal from the construction. Such areas as unequal lines, salvageStandpoint of the Economy. value, alternative equipment, and timing of replacement* Sirken, l. are considered.

1980 - 10 pages - Shelf No. E0479 * Languages 1977 * 4 pages - Sheff No. E0490 e Languagesavailable: E-

555/024 ~~~~~~~~~555/03 25551024 Time Value of Money Exercise.Comparability of Rankings: Benefit-CostRatio vs. Internal Rate of Return. * Gittinger, J.* Gittinger, J. 1978 - 4 pages - Shelf No. E0491 * Languages

1973 * 2 pages - Sheff No. E0480 - Languages available:A * C - E- P - S-available: E-

555/03355 5/02 5 Cost-Benefit Analysis of Urban Programs andProjects: The Techniques, Its Uses andDiscounted Cash Flow Exercise. Limitations.- Gittinger, J. * Sirken, l.

1975 * 1 pages - Sheff No. E0481 * Languages Describes the main features of cost-benefit analysisavailable:E' and discusses its uses and limitations as an aid to

decision making in urban programs and projects.

555/027 1981 - 33 pages - Shelf No. E0494 - LanguagesMetal Productions, Inc. Exercise. available: E * S -e Burnett, N. * Lamson-Scribner, F. * Upper, J. * Revisedby: Upper, J.Presents the calculation of several parameters used ininvestment analysis using the discounted cash flowmethod-Benefit-Cost Ratio, Net Present Worth, and

English Training Materials 89

555/035 compare with discounted computations of the internalTatiana Machine Tools Company Exercise. rate of return (IRR).* Lamson-Scribner, F. 1982 * 6 pages * Shelf No. E0815 * LanguagesA simple Exercise that compares two mutually exclusive available: A * C - E -alternatives, one capital intensive and the secondoperating-cost intensive. The crossover or equalizing 555/040discount rate between the two alternatives is also Summary Present Worth Tables.calculated. The Exercise is designed to be givenimmediately after an introduction to discounting as a * Gittinger, J.practical application of discounting techniques to Quick reference tables for project evaluation, dealingdecision making. with the discount factor and the present worth of an1976 * 6 pages e Sheff No. E0496 * Languages annuity factor.available: E * 1976 * pages * Shelf No. E0817 - Languages

available: E -

555/036Time Value of Money Reservoir Construction 555/041Staging. Baraka Brick Manufacturing Company* Huang, J. Exercise.Provides a very simple illustration on the use of * Williams, E.discounting to determine between the alternatives of This is an introductory Exercise in calculating thecomplete construction of a project now or building it in different measures of project worth-benefit-cost ratio,stages. The Case also illustrates the effect on this net present worth, and internal rate of return through thedecision by changes in demand trend and the discount use of discounted cash flow analysis. The concept ofrate. sensitivity analysis is also introduced.

1976 - 5 pages * Shelf No. E0497 - Languages 1976 - 8 pages - Shelf No. E0818 - Languagesavailable: C * E - S - available: E -

5551037 555/042Cost-Benefit Analysis: Techniques, Uses, Principles of Discounting-Illustrativeand Limitations. Displays.X Sirken, I. * Huang, J.Reviews the major elements of cost-benefit analysis Provides charts showing allocation of resources, theand its application to education programs and projects. project, profitability and time, options on how to use1979 * 32 pages - Shelf No. E0499 - Languages your dollar compounding growth, time value of money,available: CG E- etc.

1976 - 24 pages * Shelf No. E0819 - Languages

555/038 available: E -World Bank Infortex Buy versus Lease andBenefit Cost Analysis Exercise. 555/043- Upper, J. Capital Investment Analysis UsingThis Exercise illustrates a simplified method of Discounting Techniques.comparing buy versus lease equipment alternatives, - Huang, J.and of analyzing the benefits and cost of the preferred This Course Note summarizes various tests foralternative. evaluating investments with a discussion of the1981 * 15 pages * Shelf No. E0503 - Languages advantages and disadvantages of each.available: E- 1976 - 15 pages * Shelf No. E0820 * Languages

available: E -F -

555/039The Treatment of Profit and Interest and 5551045Depreciation in the Rate of Return on Break-even Analysis.Investment. * Lamson-Scribner, F. . Puri, G.- Upper, J. This Course Note discusses break-even-an analytical

This Course Note explains how profit and interest are technique for studying the relationship between costtreated in calculating the rate of return on investment, and revenues at different levels of production.and how year by year accounted return calculations 1977 e 16 pages - Shelf No. E0824 - Languages

available: A - C - E - F -

90 English Training Materials

555/046 555/052Calculation of Alternative Discounted Cash How to Start an Internal Rate of ReturnFlow Measures of Investment Worth. Calculation.- Hogg, V. . Schlesinger, E. - Schaefer-Kehnert, W.Provides practice in calculating (a) the benefit-cost A guide to finding the starting point for an internal rate ofratio, (b) net present worth, and (c) the internal rate of return (IRR) calculation of a given cash flow. The Notereturn. presents in two tables the IRRs of numerous1977 e 3 pages - Shelf No. E0827 - Languages standardized cash flows, one of which may be selectedavailable: E - as an approximation to the cash flow to be analyzed.

The IRR of the flow selected from the tables will usuallybe close enough to the IRR of the actual flow to allow an

555/047 interpolation between the first two test results.The Magic Number of 72 (or Doubling at 1981 - 13 pages - Shelf No. E0834 LanguagesCompound Growth). available: A. C- E- F. P-S-* Malone, P.

1977 - 2 pages - Shelf No. E0828 - Languages 555/053available: C- E- Measures of Project Worth (Return on

Investment).

555/048 * Youker, R.Deflating the Internal Rate of Return 1978 - 13 pages - Shelf No. E0838 LanguagesExercise. available: E.* Gittinger, J.Illustrates the relationship between the internal rate of 555/054return derived from an incremental net benefit stream (or Defining an Urban Situation "With" andcash flow) which assumes constant inflation and an "Without" Proposed Project Elements.internal rate of return derived from an incremental netbenefit streams which assumes constant prices. For - Roth, G. * Sirken, l.more reference see other well-energizing exercises, Explores the implications of defining different "with" and555/032, 555/011, or 555/030. "without" situations for the evaluation of the1977 - 3 pages - Sheff No. E0829 - Languages components of an urban transport project.available: E- 1979 - 14 pages * Shelf No. E0839 - Languages

available: E -

555/049Instruction on Running Programs with the TI- 555105559 Programmable Calculator. Teaching Program in Basic Finance-Part V.- Huang, J Financial Analysis, Measures of ProjectA concise explanation of how to use the TI-59 Worth (Discounted Cash Flow).programmable calculator to run the programs. * Williams, E.1978 - 6 pages - Shelf No. E0830 - Languages This Course Note discusses discounted cash flowavailable: E- analysis and measures of project worth. It serves as a

summary outline of the main issues involved withappropriate illustrations for each measure.

555/050 1980 e 28 pages - Shelf No. E0504 - LanguagesTime Value of Money-Introductory Exercise. available: E -* Burnett, N. - Lamson-Scribner, F.A simple introduction to discounting and the use of 555/056compounding and discounting tables. It illustrates how Computer Help in Measuring Efficiency: Avalues change with time and the factors that influence TI-59 Program.the significance of such changes.1978 - 4 pages * Shelf No. E0831 * LanguagesDongeUra,Javailable: E s This program generates the enrollment figures for thestate of dynamic equilibrium of a school system and

measures the efficiency of student flows. It acceptspromotion and repetition rates up to nine grades: then,in addition to stable enrollments and efficiency, it printsgraduates, total enrollments, the cumulative number of

English Training Materials 91

student-years wasted and the total number of dropouts. differing time profiles. The choice between buyingIt assumes an intake of 1,000 students but the program versus leasing Xerox machines is used as the example.will accept any other intake figure. The Exercise introduces the concept of the crossover1980 - 9 pages * Shelf No. E0505 - Languages discount rate.available:E-S- 1981 * 10 pages e Shelf No. E0510 e Languages

available: E -

555/057Algiers Sewerage Project-Internal Rate of 555/061Return Exercise. Clement Chemicals Enterprise.* Gittinger, J. - Lamson-Scribner, F. - Williams, E.This Exercise illustrates use of least-cost analysis for This is a basic Exercise in discounted cash flow andselecting among alternatives and how to calculate an requires the calculation of benefit-cost ratios, netinternal rate of return. The Exercise is intended for present worth, and the internal rate of return. It can bethose who are interested in these methodologies but not used after the initial introduction of these concepts asthose attending major project analysis courses. the first application of discounting.1981 - 14 pages - Shelf No. E0507 - Languages 1976 * 10 pages - Shelf No. E0511 e Languagesavailable: E - available: E -

555/058 555/062Diesel vs. Gasoline-Annual Equivalent Measures of Project Worth-Various TestsExercise. for Evaluating Investments.- Upper, J. - Burnett, N. . Lamson-Scribner, F.This Exercise illustrates how to determine the annual This Course Note discusses various tests for evaluatingequivalent when the initial investment costs, the annual investments.recurrent costs, the discount rate, and the timing are 1979 * 12 pages * Shelf No. E0512 - Languagesknown. The Exercise is a complement to the Diesel vs. available: C - E FGasoline Exercise found in EDI/INSEAD, "The TimeValue of Money", 560/051.1981 - 2 pages - Shelf No. E0508 - Languages 555/063available: E * Business Transactions and Their Effect on

Financial Statements-Parts I, II, and Ill.

555/059 Magnus, C. . Upper, J.World Bank Staff Housing In Nairobi and This is a three part Exercise describing a series ofAbidjan. business transactions involving a bicycle repair shop.

For each transaction, the reader is to show how the- Upper, J. shop's Balance Sheet (I), Income Statement (II), andThis Exercise enables you to review an actual analysis Cash Flow Statement (Ill), are affected.that was presented to Bank management for decision on 1982 * 41 pages - Shelf No. E0513 - Languagesan issue involving the time value of money. The review available C - E -should consider alternative approaches to making thisanalysis using principles and techniques learned fromthe EDI/INSEAD, "The Time Value of Money" (TVM), 555/069560/051, and other exercises. The Exercise is On the Use of Common Units of Account indesigned to be solved with the TI Business Analyst I Cost-Benefit Analysis.calculator. The main objective of the Exercise is to * Bruce, C.apply the principles of TVM and to set up the problem forcalculation. The results are secondary to an In cost-benefit analysis, costs and benefits appropriateunderstanding of alternative approaches to using this to the kind and level of analysis being undertaken havemethod - and their essential equivalents. to be identified and valued in terms of common units of

account or "numeraires." Such common units of1981 - 9 pages - Shelf No. E0509 - Languages account have to reflect the objectives of the analysis,available: E - which may contain more than one element. Part of the

complexity of modern cost-benefit analysis results from555/060 the need to take account of composite objectives, andWorld Bank Xerox-Buy vs. Lease Exercise. part from the process of converting values expressed in

several different units of account into one common unit- Gittinger, J. of account appropriate to the level of analysis. TheThis Exercise illustrates the method of selecting purpose of the Course Note is to explain the processesbetween two alternatives with value streams having

92 English Training Materials

involved and to define the common units of account 560/003used in financial, economic, and social cost-benefit The HAK Steel Mill Water Pipeline Workanalysis. Exercise Project Optimization-Selection of1982 X 24 pages - Shelf No. E0882 - Languages Least Cost Method.available: C - E -* Lamson-Scribner, F.

1972 * 5 pages - Shelf No. E0520 - Languages555/070 available: E-Teaching Program in Basic Finance (PublicUtility) Part l: Understanding FinancialStatements. 560/004- Huang, J. * Williams, E. J. Percy Priest Multipurpose Project JointFor remaining parts see 550/021 and 550/028. Costs Allocation.1980 - 44 pages - Shelf No. E0921 e Languages Gittinger, J.available:E-F-S- 1972 * 5 pages - Shelf No. E0521 * Languages

available: A - E - S -

555/071Sisal Bag Plant in Xxland. 560/005e Nespoulos-Neuville, A. The Economic Analysis of Projects-LocalThe purpose of this Exercise is to illustrate the relative Cost of Saving Foreign Exchange.importance of various factors that can cause a i Lamson-Scribner, F.discrepancy between the financial internal rate of return This Course Note discusses the Bruno Ratio. Among(IRR) and the economic IRR. In particular, it will appear the different aspects of a project that should bethat for an import substitution project, a high rate of analyzed is the economic one.protection could easily result in a low or negative 1975 e 16 pages - Shelf No. E0519 - Languageseconomic IRR for a project whose financial IRR is available: E-satisfactory.1982 * 4 pages - Shelf No. E0971 e Languages 560/006available: E - F.-5600

Pickles del Caribe.* Austin, J.

ECONOMIC AND SOCIAL ANALYSIS1976 - 21 pages * Shelf No. E0523 * Languages

560/001 available: E -Zaire - Case Study on Cost Comparison ofRail and River Alternatives between llebo- 560/007Kinshasa. Citronia Agro-Industrial Projects-- Hogg, V. . Kumar, D. . Magassy, P. . Miller, L. Comparison of Simple Alternatives.Presents three purposes: (a) to make a cost - Burnett, N. - Ferrer, V.comparison of a proposed railway and the existing rivertransport alternative, (b) to do quantitative analysis and 1976 * 4 pages - Shelf No. E0524 - Languagesraise relevant questions to evaluate this comparison, available: E-and (c) to broaden the analysis presented in this CaseStudy, as a basis for reaching a decision. 560/0081978 - 15 pages * Shelf No. E0516 - Languages Anna Fertilizer Plant Case Study.available: E F - Burnett, N.

This is a basic economic analysis Case involving560/002 shadow prices. The Case also includes sensitivityComparative B-C Method Exercise. analysis of the rate of return for three different 'shadow'- Ward, W. foreign exchange rates.Explains the relationships between the UNIDO method 1976 - 14 pages - Shelf No. E0525 - Languagesand the Little-Mirrlees and the Squire van der Tak available:E-methods of project economic analysis to decide if aproject is to be accepted or rejected. 560/0091976 - 9 pages - Shelf No. E0518 - Languages Choi Containers Exercise.available: E * * Ballard, P. * Burnett, N. * Ward, W.

A simple economic analysis Exercise, using the methodrecommended in the DFC Guidelines. It involves the

English Training Materials 93

expression of all costs and benefits in foreign exchange 560/015equivalent values, including the derivation of a standard Calculating Import and Export Parity Prices.conversion factor from trade and tariff data. - Ward, W.1977 - 9 pages * Shelf No. E0526 - Languages Describes simple methods of calculating domesticavailable: E equivalent prices from world market prices for use in

project appraisal. These domestic equivalents are

560/010 termed "import parity" prices.Venusia Fertilizer Project Exercise. 1983 e 19 pages - Shelf No. E0532 * Languages- Burnett, N. available: C - E .P S'This Exercise requires the calculation of the local costsof foreign exchange saved (a modified 'Bruno' ratio) 560/017using shadow prices. Paula Power Enterprise Expansion Economic1976 * 11 pages - Shelf No. E0527 e Languages Comparison of Project Costs.available: E - * Burnett, N.

This Exercise covers the selection of project

560/0 1 alternatives from an economic aspect, effectively usingRules for the CBA Game. shadow prices.- Hogg, V. 1977 - 10 pages - Shelf No. E0535 - Languages

available: A - E.1976 - 1 pages * Shelf No. E0528 * Languagesavailable: E - 560/019

Economic Valuation Decision Tree.560/012 -Ward, W.Economic Analysis of Projects-EconomicRate of Return. 1978 * 1 pages - Sheff No. E0844 - Languages- Lamson-Scribner, F. - Puri, G. available: E -This Course Note discusses the economic analysis of aproposed steel mill project. 560/0201976 - 15 pages * Sheff No. E0529 - Languages Decision Tree for Determining Economicavailable: C - E - Values.

- Gittinger, J.

560/013 1979 - 4 pages - Shelf No. E0536 - LanguagesKothagudam Fertilizer Project (India)- available: E .Economic Justification Case Study.- Lamson-Scribner, F. 560/0 21This Case uses the criterion of local currency cost of Domestic Resource Cost Exercise.foreign exchange saved (earned), normally referred to * Gittinger, J. - Ward, W.as the "Bruno" ratio, for economic analysis. The A hypothetical freeze dried coffee production Exercisecalculation is not the classical 'Bruno' but is modified that introduces the concept of the domestic resourceand is on a "discounted cash flow " basis. cost or modified Bruno ratio.1977 * 27 pages * Shelf No. E0530 * Languages 1979 - 4 pages - Shelf No. E0537 * Languagesavailable: E - available: E -

560/014 560/022Polypaper Industries, Ltd. Exercise. Calculating the Opportunity Cost of Capital.- Lall, P. * Richman, R.This Exercise involves analysis of forecast for papersacks based on production forecasts for cement and 1979 - 37 pages - Shelf No. E0538 * Languagesfertilizer. It requires an analysis and critique of a available: A - E -consultant's findings.

1977 * 10 pages - Shelf No. E0531 * Languagesavailable: E -

94 English Training Materials

56 0/0 23 560/027Sahara Textile Mills Economic Analysis Investment Criteria In Economic Analysis ofExercise. Projects.

Puri, G. . Williams, E. * Issued by: Bruce, C.This Exercise describes the calculation of the economic This Reprint reproduces Central Project Note (CPN) 2.01rate of return of a project using a shadow exchange of the World Bank. CPNs provide guidelines to Worldrate. The net present value may also be calculated by Bank staff on various aspects of methodologies to beusing the opportunity cost of capital in the country. used in the financial, economic, and social analysis of1980- 14 pages * Shelf No. E0539 - Languages projects. CPN 2.01 provides a clarification of theavailable: A -C - E * F - criteria to be used when comparing the economic costs

and benefits of projects in order to determine if itrepresents a good use of resources from the economic

560/0 24 point of view.Economic Selection of Project Alternatives. 1981 * 19 pages - Shelf No. E0547 * Languages

Burnett, N. available: E .F .S The Exercise reexamines project alternatives rankingby the introduction of shadow prices for labor and 56 0/0 28foreign exchange. Use of the Investment Premium and1980- 9 pages * Shelf No. E0542- Languages Distribution Weights in Project Analysis.available: C -E -S. * Issued by: Bruce, C.

1981 * 53 pages - Shelf No. E0548 * Languages560/0 25 available: E -Thailand-Chao Phya Irrigation ImprovementState Il-Economic and Social Analysis.

Ferrer, V. 56 0/0 29economic Converting Financial Prices to Economic

This Case Study presents the methodology of ecnmc Values.and social analysis of projects as applied to a realirrigation project. It requires the preparation of * Gittinger, J.economic and social cash flows with use of conversion This Exercise is an in-class supplement to anfactors and other national parameters (Squire-van der introductory lecture on economic analysis of projects.Tak methodology) and the calculation of the economic It uses efficiency prices and a foreign exchangeand social Internal Rates of Return and Net Present premium that assumes a shadow foreign exchangeWorth. It also discusses the implications of such type approach to economic valuation.of analysis on the allocation of resources and on the 1982 - 13 pages -Shelf No. E0549 - Languagesdistributional impact of such projects. available: A -* GE.- P - S -1981 * 37 pages * Shelf No. E0544 - Languagesavailable: C-E-

560/030Import-Export Parity Prices Exercise.

56 0/0 26 * Gittinger, J. . Mencia, L. . Ward, W.Conversion Factors and Shadow Exchange Shows (a) calculation of import parity prices for importRates. substitutes and (b) methods of estimating the- Issued by: Bruce, C. opportunity costs of using imports to meet the marketThis Reprint reproduces Central Projects Note (CPN) demand. Both financial and economic costs are given.2.03 of the World Bank. CPNs provide guidelines to Readers must use both a shadow exchange rate and aWorld Bank staff of various aspects of methodologies to standard conversion factor to adjust for currencybe used in the financial, economic, and social analysis overvaluation, although either one serves the purpose.of projects. CPN 2.03 discusses the various meanings (See 560/015 "Calculating Import and Export Paritythat are attached to shadow exchange rates (SERs), Prices' for more details.)and contrasts and relates the meaning of SERs as used 1982 * 5 pages - Shelf No. E0552 * Languagesin the type of project cost-benefit analysis developed by available: A - C - E. P .S.-UNIDO (Guidelines for Project Evaluation) with theconversion factor approach of Little-Mirrlees (ProjectAppraisal and Planning for Developing Countries) and 560/031Squire-van der Tak (Economic Analysis of Projects). Pakistan Shadow Exchange Rate and1981 * 31 pages - Shelf No. E0546 * Languages Standard Conversion Factor.available: E - F -S. * Ballard, P. * Ward, W.

Demonstrates the weighted average tariff method of

English Training Materials 95

calculating shadow exchange rates and standard 575/020 respectively. Part B consists of Modules 1, 11,conversion factors. and l1l, numbers 630/005, 620/010, and 645/0021976 - 28 pages - Shelf No. E0554 - Languages respectively.available: E- 1983 * 12 pages - Shelf No. E0910 - Languages

available: E -

5 60/03 2Chao Phya Irrigation Project Case Study- 560/034Part A: Project Planning-Module IlIl: The Institutional Framework for PlanningEconomic Analysis. Regional Development In China-A- Bruce, C. - Chang, J. - Kimaro, Y. Preliminary Assessment.In this third module, the analysis carried out in Module II - Bruce, C. . Remy, C.-Farm and Financial Analysis-is modified by (a) This Course Note provides a descriptive background toreplacing "financial prices" by 'efficient" or 'shadow the system of government administration and planningprices" or "accounting prices" in order to ensure that in the People's Republic of China, looked at from theonly the real resources used in the project are used, and point of view of regional development planning. Its(b) to take account of the "distortions" caused by purpose is to provide a factual basis and overview of themarket imperfections and domestic and foreign trade institutional aspects of development administration andtaxes, subsidies, and quantitative restrictions. The planning in a very large, centrally planned socialistcommon unit of account or numeraire used is "border economy-providing a framework for analysis of theprices measured in border accounting baht (the name institutional strengths and weaknesses of the system.for the Thai currency)." The analysis was done with the 1983 - 18 pages - Shelf No. E1032 - Languagesassistance of FARMOD, a data processing computer available: C E.model being developed by the World Bank, but theprocess of moving from financial to economic analysisis explained using a number of disaggregated 560/035conversion factors. Two exercises are included to Opportunity Costs in Economic Analysis.familiarize participants with the application of * Bruce, C.conversion factors and in a third exercise participantsare required to calculate the economic NPW and IRR The concept of opportunity cost is the fundamentaland answer some questions relating to economic basis for all cost-benefit analyses. In financial cost-analysis. Estimated time for the exercise is one hour. benefit analyses, costs and benefits are valued atModules I, II, IV, and V of Part A are 535/001, 550/045, "financial prices" - either market-determined prices or560/033, and 575/020, respectively. Part B consists of administered prices set by some price controlModules 1, 11, and l1l, numbers 630/005, 620/010, and authority-and we are looking at net benefits from the645/002 respectively. point of view of the individual enterprise or the project

beneficiaries. In economic cost-benefit analyses, with1983 * pages - Shelf No. E0911 * Languages which this Note is concerned, we are interested in theavailable:C- E use of real, not financial, resources and with external

effects; we are looking at net benefits from the point of56 0/0 3 3 view of society or the economy as a whole.Chao Phya Irrigation Project Case Study- 1983 e 7 pages e Shelf No. E0908 - LanguagesPart A: Project Planning-Module IV: Social available: C - E -Analysis.- Bruce, C. . Chang, J. . Kimaro, Y. 560/037In this fourth module, the economic analysis carried out Gujarat Community Forestry Project Casein Module IlIl is modified by dropping the implicit social Study.assumptions of the economic analysis and assumes (a) * Gittinger, J.that income/consumption of the poor is socially morevaluable than that of the rich; and (b) that public income This Case Study illustrates the derivation of economicis socially more valuable than private consumption, with values from financial prices using the conversion factorthe common unit of account or numeraire being the method.present worth of incremental, uncommitted, freely 1983 - 4 pages - Shelf No. E0852 - Languagesconvertible public income, denominated in terms relative available: E eto the base level of consumption, expressed in constantborder accounting baht. There are four exercises -one to estimate the income distribution/poverty weights, 560/041two to adjust the incremental consumption by the "social Sources of Information on World Prices.adjustment factor," and one to calculate the social NPW * Woo, J.and IRR. Questions are then asked about the design of This Course Note discusses the various sources ofthe project in terms of social considerations. Estimated information on world prices that may be relevant in thetime for the exercise is forty minutes. Modules I, II, Ill, economic analysis of projects, and what adjustmentsand IV of Part A are 535/001, 550/045, 560/032, and need to be made to the prices obtained from these

96 English Training Materials

sources. It contains a bibliography on published 560/045sources of information and a list of addresses of The Derivation of Incomerelevant organizations. Distribution/Poverty Weights for Cost-1982 - 14 pages - Shelf No. E0858 - Languages Benefit Analysis.available: E - F- S . Bruce, C.

This Course Note describes the derivation of income5601042 distribution or poverty weights that can be used toBackground Notes on Some Economic modify the economic analysis of a project, thus tradingConcepts and Tools of Analysis. off income distribution with economic efficiency

consideration. The derivation from concept of utility,X Bruce, C. electricity, and a welfare function is mathematical. ForThese Background notes on Some Economic Concepts those not well versed in algebra and calculus, tables areand Tools of Analysis are teaching support materials for provided from which the project analyst can read off thesome mathematical concepts used in economic values of the distribution/poverty weight from estimatedanalysis. They show, first, the deviation of average and parameters, objective data, and judgments about themarginal relationships from total concepts using both relative importance of equity and welfaresimple arithmetic examples and their representation in considerations. Practical examples are provided, onegraphic form. They are applied to labor productivity, the taken from an irrigation project in Thailand, and acosts and revenue of a firm or enterprise. The paper second one where the application is estimatingalso defines and illustrates graphically the concept of geographic distribution weights in the People's Republicelasticity as a relative measure of the degree of of China.response in one variable as a result of a change in 1984 - 21 pages - Shelf No. EJ131 - Languagesanother variable. The concepts are applied to market available: E .demand and supply curves. Finally, the notes include agraphic illustration of the deviation of the GINIcoefficient as a measure of income equality/inequality. 560/0461982 - 10 pages - Shelf No. E0876 - Languages Guidelines for Presentation of Financialavailable: E 1 Analysis in Staff Appraisal Reports.

* Issued by: Upper, J.

560/043 This Reprint reproduces Central Projects Note (CPN)Common Terms In Economic Project 3.02 of the World Bank. CPNs provide guidelines toEvaluation. World Bank staff on various aspects of methodologiesto be used in the financial, economic, and social* Issued by: Ferrer, V. analysis of projects. CPN 3.02 discusses the kind ofThis Reprint reproduces a glossary of terms used in considerations one needs to take into account ineconomic analysis of projects published in the UNIDO presenting financial analysis in World Bank appraisal"Guide to Practical Project Appraisal: Social Benefit- reports. This approach may be useful for EDICost Analysis in Developing Countries." participants in developing their own guidelines.1982 - pages - Shelf No. E0877 e Languages 1982 - 31 pages * Shelf No. E0914 - Languagesavailable: E - available: A - C .E -

560/044 560/047A New Approach to the Economic Analysis of Containers Corporation of the Caribbean.Projects. * Ward, W. * Revised by: Gittinger, J. * Zuckerman, E. -* Ray, A. * Van der Tak, H. Pena, E.The calculation of an economic rate of return has This in an Exercise on economic and financial analysisbecome a standard feature of project evaluation. Yet, of projects. It is an introductory Exercise designed toas traditionally defined, the rate of return does not focus demonstrate the basic procedures of shadow pricingadequately on the scarcity of investable resources project inputs and outputs. This Exercise usesfaced by developing countries, nor on their need to conversion factors. The Exercise requires a basicalleviate extreme poverty. A new approach in project understanding of financial analysis, as well as a basicanalysis has therefore been developed that provides a understanding of "transfer payments" (such as taxesframework designed to assist systematic decision and subsidies), shadow pricing, and discounting. Thismaking in this area. Exercise is the conversion factor counterpart to "Caribe1979 * 5 pages - Shelf No. E1031 * Languages Containers Corporation" 550/025.available: C. E- 1982 * 18 pages * Shelf No. E0970 - Languages

available: C - E -

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560/049 Management of World Lake Environments. The paperCost-Benefit Analysis and Decision Making. discusses the trade-offs between economic- Helmers, F. development and environmental preservation of lakesSeminar Paper No. 18 within a cost-benefit context. This one-sentence outline

has several aspects. The term economic development1980 * 19 pages * Shelf No. E1023 * Languages means that the paper analyzes the services lakesavailable: C * E - provide to man. Environmental preservation means that

the paper also discusses to what extent the exploitationof these services may have encroached upon the

560/050 natural state of the lake in question. The term trade-offsProject Evaluation Criteria and Technology means that the paper analyzes whether exploitation hasPolicy. gone too far and to what extent a polluted lake should be*Bhatt, V. brought back to its natural state. In a cost-benefitSeminar Paper No. 22 context, this means that the paper discusses the net

value (benefits minus exploitation costs) of the different1981 * 15 pages - Shelf No. E1022 - Languages services at various stages of pollution and the costs ofavailable: E * pollution abatement. The last part of the paper

discusses some issues that go beyond a pure cost-560/056 benefit analysis.Dchar El Oued Dam Joint Cost Allocation Seminar Paper No. 27Exercise.* Gittinger, J. 1984 - 21 pages - Shelf No. El 137 - Languagesavailable: E -This Exercise illustrates the application of the separablecosts-remaining benefits methods of allocating jointcosts in a multipurpose project. DEMAND FORECASTING AND MARKETING1984 * 6 pages - Shelf No. E1132 - Languagesavailable:E 565/001

Neptuno Water Case Study Demand Analysisand Forecasting.

560/064 * Lamson-Scribner, F.Aqaba Power Project-A Case Study inProject Analysis in the Power Sectoru Deals with analysis of water demands and the

forecasting of water needs for the purpose of planning* Al-Bazzaz, M. of capital expansion. The Case illustrates the problemsThis Case Study presents an overview of the energy of forecasting due to inadequate data produced underscene in Jordan, the development of its power conditions of sustained water shortage. It is bestsubsector, energy, and electricity pricing and worked out in groups of 4 to 5 persons.consumption. It deals with choice of alternative fuels, 1976 - 51 pages - Shelf No. E0555 - Languageselectricity demand, and load forecasts, balance of available:Edemand and supply, and the process leading to supportan expansion plan of electric capacity in Jordan.Energy sales, energy generation and transmission and 565/002their relation to investment and running cost of the The Application of Regression Models forproject are also dealt with. The Case shows that Forecasting Trade Movements through abenefits are not only the result of the sales revenues Port.but also of net savings derived from displaced Kumar, D.inefficient plants. Border prices for imported machinery,equipment, fuel, and engineering services are used. Explains: (a) a simple exposition of some of theLocal costs are based on the consumers' willingness to forecasting techniques, and (b) the analysis andpay. Finally, the Case leads to the calculation of the evaluation of demand forecasts as an aid to theeconomic IRR and the application of sensitivity tests to planning of a port's cargo handling facilities.returns on investment. It contains one page on 1976 - 9 pages * Shelf No. E0556 - Languagesenvironmental aspects. available: E - F e1985 * 32 pages - Shelf No. E1368 - Languagesavailable: E - 565/003

Tire Demand Projection Exercise.560/06 9 * Lamson-Scribner, F.What Is the Value of a Lake? This Exercise requires forecasting the demand for* Helmers, F. automobile, truck, and bus tires for a proposed new tireThis paper was prepared a little personnel at the request factory in Saudi Arabia. Various statistics are providedof Professor Hisao Onoe of Kyoto University for the and participants are asked to prepare a demandShiga Conference 1984 on Conservation and

98 English Training Materials

forecast and to analyze a marketing system that will be 565/010required to achieve the demand forecast. Computer Help in Statistical Analysis: A TI-1976 * 84 pages - Shelf No. E0558 - Languages 59 Program for Linear and Exponential Trendavailable: E . Fitting.

* Dominguez-Urosa, J.

5651004 This program-which has two variants-accepts anyAnalysis of Time Series Exercise: Demand number of statistical points and computes their refinedForecasting and Consumer Marketing. (i.e. replacement) values based on a linear or

exponential regression line. It can also project results* Youker, R. for any future year. Thus, this program is useful in theThis is a simple Exercise on transferring a statistical process of refining data of statistical series, intable to a graphic format. It provides practice in eye- economic forecasting, and in manpower analysis. Itfitting a graphical regression line to a set of data points. makes use of TI-59 option/algorithms and introduces1978 * 2 pages * Shelf No. E0559 * Languages some adaptations for their more convenient input/outputavailable: A - E . operation.

1980 * 8 pages * Shelf No. E0571 * Languagesavailable: E -

565/0 0 5Exercise on Regression Analysis.* Magassy, P. IMPORTING TECHNOLOGY AND CAPITAL|

1977 - 3 pages * Shelf No. E0562 Languages 570/001available: E Victoriana Crushed Rock Enterprise Techno-

economic Exercise.

565/00 6 * Lamson-Scribner, F.Appraisal of Demand Forecasts. This Exercise requires the comparison of three mutually- Youker, R. exclusive projects based on financial costs.

1978 - 49 pages * Shelf No. E0563 Languages i976al 6 pages - Shef No. E0572 Languagesavailable: A - C - E e

565/007 ~~~~~~~~~570/00 2F65/00o 7 Appropriate Technology.Forecasting Methods. -Yue,R

* Magassy, ~~~~~~~~~~ *~ Youker, R.- Magassy, P.The purpose of this Course Note is to give an overview 1977 - pages - Shelf No. E0573 Languagesof the more commonly used forecasting techniques. It available: E -discusses time series analysis, correlation, and simpleregression analysis in some detail, while only briefly 570/003touching on others. Consultants-Cost of Consulting Servicesi,1978 - 36 pages - Shelf No. E0565 - Languages . Minnig, E.available: A - E e F - S -

This Course Note is designed to provide generalguidelines on how the costs of consulting services may

565/008 be determined.Regression Analysis-Correlation. 1977 e 6 pages - Shelf No. E0574 - Languages

- Minnig, E. available: E -

1977 * 30 pages - Shelf No. E0568 - Languagesavailable: E . S - 570/004

Engineering Consultants.565/009 - Lamson-Scribner, F. . Puri, G.Appraisal of Marketing Systems. This Course Note discusses the in-house project* Youker, R. workshop case and how to effectively use it.

1977 - 36 pages - Shelf No. E0570 - Languages 1978 * 30 pages - Shelf No. E0575 - Languagesavailable: C- E

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570/005 575/005Use of Consultants-Project Management Applying Decision Tree Analysis to a NaturalCase Study. Resource Investment Problem.* Huang, J. * Magnus, C. * Kumar, D.Discusses a number of common situational problems Designed for in-session work in conjunction withthat have arisen from the use of consultants in 575/009 "Introduction to Decision Analysis." Readersdeveloping countries. There are no standard solutions are asked to use the analysis to (a) identify the natureto these problems. Readers should try to benefit from of the problem, (b) identify and evaluate theeach other's experience as related to the various uncertainties involved, (c) explore the possiblesituations described in the text. alternatives, and (d) suggest a feasible strategy for1978 - 6 pages - She/f No. E0577 - Languages decision making.available: E - 1976 - 9 pages * Shelf No. E0585 * Languages

available: C * E - F

570/006Consultants' Services. 575/006* Dickerson, M. Baraka Brick Manufacturing Company Break-

even and Sensitivity Analysis.1981 * 15 pages * Shelf No. E0578 * Languages * Williams, E.available: E - This is an introductory Exercise on calculating the

"profit and loss" and "cash flow" break-even points usingSENSITIVITY AND RISK ANALYSIS the graphical method. It also goes into sensitivity

analysis, specifically, how lower sales prices will affect575/001 the company's break-even points.Indonesia Cinchona Bark Production Project 1976 - 8 pages - Shelf No. E0588 * LanguagesPrice Sensitivity Exercise. available: E -

G Gittinger, J.

1972 * 4 pages - Shelf No. E0579 - Languages 575/007available: E e Calculation Exercise of Project Benefits with

Risk.

575/00 2 e Miller, L.Alsabeita Fertilizer Project Break-even and An Exercise in the application of elementary statisticalSensitivity Analysis Exercise. techniques for analyzing the impact of the daily traffic

Raghavan, V. - Williams, E. variability on project benefits. Some previous familiaritywith the notions of probability would facilitate theThis Exercise requires break-even and sensitivity computations and analysis contained in the Exercise.calculations. 1975 - 6 pages * Shelf No. E0589 * Languages1976 9 pages Shelf No. E0580 - Languages available: E.available: E-

575/008575/003 Exercise for Sensitivity Analysis Using RoadAn Introduction to Probability and Statistical Projects.Analysis for Cost-Benefit Analysis. * Miller, L.- Huang, J. Examines the impact of uncertainty on the economicThis Course Note discusses a method of conducting acceptability of a project with three road segments.risk analysis for projects. Shortcut methods to perform sensitivity tests on the1978 - 34 pages - Shelf No. E0581 - Languages internal rate of return are presented.available: E- F - 1975 * 7 pages - Sheff No. E0590 * Languages

available: E -

575/004Applying Decision Analysis to a Single-Stage 575/009Problem. Introduction to Decision Analysis.e Kumar, D. e Kumar, D.

1976 - 2 pages e Shelf No. E0583 * Languages Introduces some of the basic elements of statisticalavailable: E * F- decision analysis: expected value and probability,

single-stage decision rules, decision tree analysis,expected utility, and the weight of multiple objectives.Readers must have some knowledge of cost-benefit

100 English Training Materials

analysis. It is designed to supplement seminar room 575/018exposition and should be read both before and after Zee Water Supply Project Sensitivity andsuch exposition. Risk Analysis.

1976 - 10 pages * Shelf No. E0591 e Languages * Huang, J.available: C- E F. Introduces the use of statistical analysis as a tool for

decision making under conditions of uncertainty. Ways575/Ol to assess risk and probability of success applied to aRisk and Sensitivity Analysis In the project are explained.Economic Analysis of Projects. 1975 - 10 pages - Shelf No. E0603 - Languages

* Issued by: Bruce, C. available: E -

This Reprint reproduces Central Projects Note (CPN)2.02 of the World Bank. CPNs provide guidelines to 5751019World Bank staff on various aspects of methodologies Florin Chemical Enterprise Exercise.to be used in the financial, economic and social analysis * Burnett N. * Lamson-Scribner F.of projects. CPN 2.02 discusses the need to take . ' . wt .account of the range of possible variations in the values This Exercse deals with sensitvity and rsk analysis.of basic project parameters due to the uncertainty 1976 * 12 pages - Shelf No. E0604 - Languagesregarding the method of interpreting and presenting a available: E -sensitivity test; it also clarifies the nature ofquantitative risk analysis and indicates thecircumstances when such analysis is desirable. 575/0 20

Chao Phya Irrigation Project Case Study-1981 - 17 pages - Shelf No. E0595 - Languages Part A: Project Planning-Module V:available: C - E .F .S. Sensitivity Analysis.

* Bruce, C.575/012 In this fifth module, the results of the economic andSensitivity Analysis of the Rate of Return on social analyses are tested for their sensitivity toa Manufacturing Investment. variations in some of the basic economic and socialD Burnett, N. * Ferrer, V. - Revised by: Schlesinger, E. parameters. The main measure used is the elasticity ofInvolving only the calculation of an alternative internal NPW and IRR with respect to changes in therate of return, this Exercise introduces the concept of parameters. In addition, some switching values aresensitivity analysis and its interpretation. estimated. Modules I, II, l1l, and IV of Part A are

535/001, 550/045, 560/032, and 560/033, respectively.1976 * 2 pages * Shelf No. E0596 * Languages Part B consists of Modules i, II, and l1l, numbersavailable: C * E - 630/005, 620/010, and 6451002 respectively.

1983 - 7 pages * Shelf No. E0909 - Languages575/01 3 available: E -Sensitivity Analysis.* Malone, P. 575/021

1977 - 6 pages - Shelf No. E0598 Languages Sensitivity Analysis and Switching Valueavailable:C -E - Exercise.

* Gittinger, J.

575/014 This Exercise illustrates the use of sensitivity analysisSensitivity Analysis. and switching values in project analysis. The Exercise

is designed to be worked using the Visi Calc program* Youker, R. and assumes a knowledge of how to use that program.

1978 * 1 pages * Shelf No. E0600 * Languages The Exercise requires a pro-recorded disk withavalale - aes hl o 00 agae information to be manipulated, although the data may beavailable: E # entered following the format reproduced if the disk is not

available.575/015 1982 - 3 pages * Sheff No. E0862 * LanguagesThe Application of Sensitivity Analysis to a available: EPort Project.Examines the impact of uncertainty on the economic 2acceptability of a project. Of particular note is the 575/02tapplication of shortcut methods to such testing. Envestment in a Ssitbivity Analysis-

1977 * 2 pages - Shelf No. E0601 * Languages * Carroll, R.available: E - F-

This Exercise illustrates the importance of sensitivityanalysis with alternative price and yield information. It

English Training Materials 101

is the case of a little-studied, oil-producing, desert bush and (c) in import controls. It is a discussion Case;called jojoba. The jojoba's environment and problems are enumerated and participants are asked tocharacteristics are described, followed by a survey of make recommendations to alleviate the proceduralprice and yield estimates from a number of different difficulties.sources. An assessment of demand conditions and 1976 * 4 pages - Shelf No. E0611 - Languagesinvestment and operating costs provide the rest of the available: EVnecessary information. The reader is then asked tocalculate internal rates of return for different price-yieldcombinations while judging which combinations are 605/002reasonable. Project Supervision-Procedures.1984 - 13 pages - Shelf No. E1370 e Languages * Medhora, P.available: E-

1976 - 4 pages - Shelf No. E0612 - Languagesavailable: E - F *

EX-POST EVALUATION

580/00 2 6 05/0 03Monitoring and Evaluating Urban Constraints on Program Implementation inDevelopment Programs. Country Z.- Jimenez, E. . Rush, B. - Sivaramakrishnan, K. * Schlesinger, E.Deals with the objectives and scope of monitoring and A discussion Case. Focuses on the ways in which theevaluating shelter programs for low-income families and policy framework and cumbersome administrativesome of the operational issues in organizing such procedures can influence the various phases of theevaluation. project cycle. Given the findings of a Task Force Reportof Country Z to the cabinet, which lists the reasons for1978 - 13 pages * Shelf No. E0605 - Languages poor project implementation performance, readers areavailable: E- asked to (a) evaluate the causes for the delays; (b)

determine the implementation process; and (c) analyze580/005 the implications of these same administrative5801005 ~~~~~~~~~~~~~procedures for project identification, project appraisal,Central Monitoring and Evaluation. and network analysis.- Bowden, P. 1980 e 4 pages * Shelf No. E0614 - Languages

1980 * 45 pages - Shelf No. E0608 * Languages available: E-available: E - Fe

605/003580/009 Constraints on the Project Cycle in CountryEx-Post Evaluation of Projects. Z-Postcript.* Malone, P. * Muhith, A.This Course Note is a simple introduction to ex-post This is postscript of the Case Study on "Constraints onevaluation of projects. It defines the concept, indicates the Project Cycle in Country Z", number 605/003. Thiswhy it is important, and then presents a frame of note, written almost a decade after the case, byreference, or yardstick, for conducting such an someone who for many years occupied very high-levelevaluation. It includes environment as a criteria to be positions in Country Z itself, provides interestingexamined. additional insights into project implementation

bottlenecks in the country. It also describes a few1979 C 6 pages Shelf No. E0943 - Languages measures which have been taken in the country toavailable: C * E S e remove some of these bottlenecks.

1986 - 7 pages - Shelf No. E1399 - LanguagesProject Implementation aalbe

605/001Project Implementation in Country X. 605/004

Hogg, V. * Miller, L. Some Thoughts on Project Management.Presents some of the difficulties which complicate * Huang, J.project implementation, such as bureaucratic and The role of project management has always been thecumbersome procedures (a) in obtaining approval of subject of much controversy among people working instaff, procurement, local currency disbursement, and this field. In this Course Note a fresh look is taken atconsultants; (b) in securing interagency coordination; what project management is by examining what it is

102 English Training Materials

supposed to do and how it is executed in an 605/016organization. The paper also discusses what a project Procedures for the Withdrawal of Funds frommanager should know in order to manage a project Loans, Credits and Grants.effectively. * Mayer, F.

1977 - 11 pages - Shelf No. E0615 - Languages 1982 2 pages Shelf No. E0875 * Languagesavailable: C.- E - F - S - available: E -

605/005 650 Karachi Port Expansion Project Case Study. 605/018

*Problems in Implementing Development* Huang, J. - Magnus, C. Projects.Examines the causes and effects of delays that have - Burnett, N. . Youker, R.occurred in the implementation of a port project. In Tdoing so, the conflicting objectives of the Port Authority This Course Note highlights seven major problems thatand the economy are illustrated. In addition, the Case impede the implementation of development projects.discusses several difficult issues concerning The annexes provide a detailed listing of the manycontracting and engineering matters that require project difficulties that can arise in rural development projectsmanagement decisions. (Annex 1) and in the early stages of the project cycle1977 * 24 pages - Shelf No. E0190 * Languages (Annex 11).available: E * 1981 - 25 pages - Shelf No. E0945 * Languages

available: C - E- Fe

605/00 6Lessons from Experience-Problems In 605/019Impiementing Integrated Rurai Development A Management System for Project Planning

projects. and Implementation in Edara: A Case Study.rouker, R. -Yudelman, M. Compiled by: Youker, R. Shaw, C. - Revised by: Bruce, C.

This Case Study discusses problems in the1980 * 8 pages - Shelf No. E0619 - Languages management of the project planning and implementationavailable: E - system in Edara, a ficticious country. The information

has been taken from confidential country and staff605/009 reports, and the problems described are real problemsToward Better Project Implementation. encountered in a real country. Part I of the Casedescribes the situation of the analysis in Edara, its- Israel, A. general characteristics, its particular planning system,This Reprint summarizes the World Bank's experience and includes a preliminary identification of the problems.with the implementation of projects. Part II is a consultant's report that outlines the problems1980 - 4 pages * Sheff No. E0623 - Languages encountered in the management of the project planningavailable: C - E - S* and implementation process, and proposes measures tostreamline the process by revamping this management

system. The objective of the Case is to evaluate the605/010 solutions proposed by the consultant in light of theProblems of Implementation. description of the problems as they appear in Parts I- Bowden, P. and II.

1986 - 27 pages e Shelf No. E0975 - Languages1980 - 34 pages - Shelf No. E0625 * Languages available: E -F-available: C - E -

605/0 25605/013 Tunisia Second Urban Development Project:Instructions for a Workshop on Planning A Case Study in Project Implementation andProject Implementation. Sustainability- Youker, R. - Al-Bazzaz, M.

1981 - 3 pages - Shelf No. E0628 - Languages The purpose of this Case Study is to illustrate some ofavailable: E - the typical issues which arise during project

implementation, to highlight the need for projectmonitoring and evaluation system, and assess some of

605/01 5 the factors likely to affect project sustainability. TheTraining In Project Implementation at EDI. project is the Bank's first shelter project in Tunisia, and- Huang, J. the Case is based on the project completion report of

the project performance audit memorandum. The Case1982 - 8 pages - Shelf No. E0868 - Languages is developed purely for teaching purposes and for thisavailable: E -

English Training Materials 103

reason it does not provide detailed technical information 6101010on the project. A New Look at WBS (Work Breakdown1988 - 36 pages - Shelf No. E1542 * Languages Structure).available: E- * Youker, R.

This Course Note discusses the process of definingproject objectives and breaking the project down into

PROJECT OBJECTIVES AND WORK BREAKDOWN STRUCTURE subprojects for planning purposes.

610/005 1980 * 9 pages - Shelf No. E0635 * LanguagesProject Definition and Work Breakdown available: C - EStructure Exercise.* Youker, R. 610/011Discusses a systematic method for breaking down a Analyzing the Project Environment.project into activities for scheduling purposes. * Burnett, N. - Youker, R.1977 - 2 pages - Shelf No. E0629 * Languages This Course Note introduces the concept of the projectavailable: C - E- environment and outlines how the project manager

should go about scanning it to identify potential61 0/007 problems and devise action plans to ensure a project's6101007 ~~~~~~~~~~~successful outcome.Project Management Process-ProjectDefinition and Work Breakdown Structure. 1980 - 11 pages - Shelf No. E0636 - Languages* Youker, R. available: E * S -

1978 3 32 pages - Shelf No. E0630 - Languagesavailable: C - E - rPROJECT PLANNING (CPM/PERT)|

615/001610/008 Muda River (Malaysia) Project ManagementProject Management Case Study-Sungam and PERT/CPM.Hydro-Electric Project II. * Youker, R.

' Huang, J. 'Magnus, C 1971 - 2 pages * Sheff No. E0637 e LanguagesThis Case is concerned with a debate between the available: E.employer (owner) and consulting engineer over aVariation Order made out by the latter to the contractorfor changes in contracted work. The changes required 615/003new prices to be negotiated between the consulting Project Schedule Selection Exercise.engineer and the contractor, and a resultant substantial * Burnett, N. - Lamson-Scribner, F.increase over the contract sum. The justification for thefinancial terms agreed upon and the authority of the Illustrates different forms of project schedules andconsulting engineer to act without prior consultation with discusses their advantages and disadvantages.the employer were central issues. 1973 * 4 pages - Shelf No. E0640 - Languages1980 32 pages Shelf No. E0631 - Languages available: Eavailable: C - E

615/00461 0/009 PERT/CPM Scheduling and Progress ReviewDefining the Hierarchy of Project Objectives. Exercise.• Burnett, N. * Youker, R. * Edited by: Dowsett, A. * Huang, J.* Revised by: Youker, R. This Exercise illustrates the use of float in projectThis Course Note introduces the concepts of the scheduling using the critical path method. The majorHierarchy of Objectives and the Means-Ends Chain to points considered are cost/risk trade-offs and resourcehelp define and clarify objectives for both the design levelling. The Exercise also illustrates a method forand the ex-post evaluation of projects. updating CPM networks.1983 - 11 pages - Shelf No. E0632 * Languages 1974 * 11 pages - Shelf No. E0641 - Languagesavailable: C - E - Fe S * available: E *

104 English Training Materials

6151006 6151013Pumping System Networking Exercise. Jamhurl Sawmill PERT/CPM and PDM* Falakshahi, H. * Gittinger, J. - Youker, R. Exercise.

* Falakshahi, H. - Gittinger, J. * Youker, R.available: E S This is an advanced Exercise in critical path networking.

1976 * 5 pages * Sheff No. E0649 - Languagesavailable: A * C GE

61 51007Kilombero Sugar CPM Exercise.* Huang, J. * Jones, W. 6151015

Provision of Covered Storage for, and1974 * 10 pages - Shelf No. E0644 * Languages Access to, Lighthouse Complex-Networkavailable: E - Analysis Exercise.

* Malone, P.615/009 Provides practice in (a) developing a simple logicalIntroduction to Network Scheduling. diagram, and (b) determining critical path and floats,- Huang, J. leading to a presentation of the scheduling options in

bar chart form.A set of ordered displays that can be used to teach theprinciples and mechanics of CPM and PDM network 1976 - 5 pages * Shelf No. E0652 * Languagesanalysis. available: E -1975 - 26 pages * Shelf No. E0645 * Languagesavailable: E * 615/016

Project Planning-Network AnalysisExercise.

61 5/01 0Doratown Water Supply Project-Critical * Malone, P.Path Method. A simple example of the use of network analysis in* Huang, J. * Williams, E. project planning. The network used in this Exercise has

been developed from a 'logical diagram" that theA CPM Exercise of medium complexity for a new water government and the Bank agreed upon early in thesupply system, in which the activities are given but the planning stage of the project. It was used to define andlogical sequence will have to be determined by the establish the sequence of the actions to be taken byreader. both parties during that stage. The project to which the1975 * 9 pages * Shelf No. E0646 * Languages Exercise refers was appraised by the Bank in late 1976.available: E - 1977 * 8 pages * Shelf No. E0653 - Languages

available: E -615/01 1Company Formation Critical Path Exercise. 6151017* Lamson-Scribner, F. Highway Construction Project-CPM/PDMThis Exercise requires the drawing of a critical path Exercise.network diagram and a time-scale diagram for the * Huang, J.formation and financing of a company in a developing Deals with the issue of how to schedule a highwaycountry. The Exercise basically illustrates that CPM construction project using the Critical Path Methodcan be used not only for construction projects but also (CPM) and the Precedence Diagram Method (PDM). Thefor other operations. It also studies differences network contains 18 activities, details of which arebetween CPM networks, and time-scale diagrams can given. The Exercise requires looking into different waysbe illustrated. of reducing project time by modifying the basic network.1975 * 5 pages * Shelf No. E0647 - Languages 1977 - 9 pages * Shelf No. E0654 * Languagesavailable: E - available: E * F-

615/012 615/018CPM Exercise. Construction of Port Workshop and Stores-* Armstrong-Wright, A. CPM Exercise.Deals with the application of the Critical Path Method to * Malone, P.a project at the first stage of site preparation and Examines (a) the growth in complexity of a logicalprovision of utility services. diagram as internal constraints (which arise from the1975 * 4 pages * Sheff No. E0648 * Languages need to procure stores, equipment, etc.) are added, andavailable: E- (b) the possibility of having more than one critical path

method. The Exercise provides practice in

English Training Materials 105

disaggregations in a network. A more detailed activity 615/023analysis in the network may require a revision of the XYZ Problem.times for certain activities and a shift of the critical path. * Youker, R.1976 - 9 pages * Shelf No. E0656 - Languages The first and simplest basic exercise in CPM.available- E. 1977 - 2 pages - Shelf No. E0662 * Languages

available: A - C - E -615101 9Computer Processing of CPM Networks. 615/024- Youker, R. Implementation of Area Road Pricing-

1977 - 10 pages - Shelf No. E0657 - Languages Network Analysis Exercise.available: C- E- * Malone, P.

Illustrates the logic for a typical case of implementation615/020 of Area Road Pricing to provide the basis for discussionProvision of Temporary Bridging-Network of that logic, and provides practice in determination ofProvision of Temporary Bridging-Network crtclpthmto.f ceuigAnalysis Exercise. crtical path method of scheduling.- Malone, P. 1976 * 3 pages - Shelf No. E0664 - Languages

' ~~~~~~~~~~~~~~available: E .Designed to practice (a) the logical ordering of a givenset of activities into a network diagram; and (b) theanalysis of a network diagram to determine the critical 615/025path. The interdependence of the activities is not Project Implementation: Network Analysisexplicitly indicated, but can be inferred. The Case Exercise.requires neither the discussion of the results in the form * Malone, P.of a time-scale bar chart nor the analysis of thepossibilities of 'crashing" the activities to reduce the A simple example of the use of network analysis intime to completion. It is appropriate, therefore, as project implementation. The network, which has beenmaterial for the first (i.e., the most basic) of a series of developed from the original "logical diagram," relates tosessions on network analysis. only one aspect of the project-workshop rehabilitation.

However, it indicates how the typical activities-1977 - 2 pages - Shelf No. E0658 - Languages clearing up the workshop yard, improving access to theavailable: E F- workshop area, improving inventory procedures,

training of personnel, and procurement of equipment-615/0 21 can all be linked together to ensure that, when the newTunisia: Sidi Salem Multipurpose Project equipment eventually arrives at the workshop, all theCPM/PDM Exercise. supporting elements are ready, and that the

rehabilitated workshop can be commissioned with a- Huang, J. * Magnus, C. * Revised by: Youker, R. minimum of delay.A workshop Exercise for CPM/PDM network planning 1977 - 8 pages - Shelf No. E0665 - Languagesthat shows how large projects are scheduled. The available: E-project is divided into components for which subnets areworked out. The subnets are then interconnected andthe network analyzed. Descriptions of individual 615/026activities and their estimated times are not given, and ABC Exercise.the determination of these forms part of the Exercise. * Youker, R.1982 - 22 pages - Shelf No. E0205 - Languages An intermediate exercise in network scheduling.available: E - 1976 - 2 pages - Shelf No. E0666 - Languages

available: A - C - E -615/022Wastewater Disposal Project-CPM 615/028Exercise. 6 /2

Preparing a Project Evaluation PERT/CPM.* Hua~ng J

* Espadas, 0. * Falakshahi, H. * Gittinger, J. - Snyder, J.An Exercise on CPM/PDM network planning that * Youker, R.contains 15 activities and illustrates the breakdown of Athe project into subprojects. The sequencing of the An introductory Exercise to prepare a simple networkactivities is controlled by the logic of construction as diagram in either precedence, arrow, or time-scalewell as by constraints imposed on the project from format. It illustrates that these techniques can beextemal factors. The slack activities contain examples applied to a planning activity.of total, free, and independent floats. 1978 * 4 pages * Shelf No. E0669 - Languages1977 - 9 pages * Sheff No. E0661 * Languages available:A-C-Eavailable: E-

106 English Training Materials

61 5/029 SCHEDULING AND REPORTINGConstruction of Railway Workshop andStores-CPM Exercise. 6201001- Malone, P. Jamhuri Sawmill PERT/CPM (Follow-upExamines (a) the growth in complexity of a logical Exercise).diagram as internal constraints (which arise from the * Falakshahi, H. . Gittinger, J. . Youker, R.need to procure stores, equipment, etc.) are needed,and (b) the possibility of having more than one critical 1973 e1 pages Shelf No. E0681 Languagespath method. The Exercise provides practice in availabJe:A C.E.disaggregations in a network. A more detailed activityanalysis in the network may require a revision of the 620/003times for certain activities and a shift of the critical path. Provision of Covered Storage for, and1979 - 8 pages - Shelf No. E0671 - Languages Access to, Lighthouse Complex-PDMavailable: E - F e S - Exercise.

e Malone, P.

615/030 A follow-up to, and assumes knowledge of, ExerciseCPM/PERT Critical Path Networking. 6151015. It examines the use of PDM in developing a* Youker, R. relatively simple logical diagram, and the critical pathand scheduling options associated therewith.1978 - 24 pages - Shelf No. E0674 - Languages 1976 e 1 pages - Shelf No. E0683 * Languagesavailable: A e C e E available: E -

615/032 620/004A Participative Process of Group Project Compressing Schedules-CPM/PDMPlanning. Exercise.* Youker, R. * Huang, J.This Course Note describes a simple process on group Illustrates an optimal process for reducing duration of aproject planning using 5-x-8-inch cards on a blackboard project by crashing activities scheduled using aor wall of a room. CPM/PDM technique. Changes in resource1982 - 9 pages - Shelf No. E0677 - Languages requirements are also discussed.available: E- 1977 * 5 pages * Shelf No. E0684 - Languages

available: E * F -615/033The Basics of Critical Path Methods. 620/005* Malone, P. Wastewater Disposal Project.

1976 - 4 pages * Shelf No. E0678 - Languages * Huang, J. - Williams, E.available: C .E .F - S - Deals with the monitoring of progress during project

implementation and the re-analysis of a CPM/PDMnetwork to review project status. Also dealt with are the

615/035 various ways in which project time can be reduced andGeneral Tyre (E.A.) Ltd. Factory Expansion. the reduction of project time justified.* Mtowa, A. 1977 * 8 pages - Shelf No. E0686 - LanguagesThis is a simple Exercise in the use of the Precedence available: C . EDiagram Method (PDM) in network planning. Itillustrates how the various activities can be planned and 620/006coordinated in a project to construct the network, using A Simple Numerical Example to Illustrate thethe cards (provided) with the activities on them. Concept of "Staging" of Construction.1979 - 7 pages e Shelf No. E0973 - Languages Malone, P.available: E -

A project is said to be "staged" when it is constructed apart at a time, rather than all at once. When the nature

615/036 of a project is such that staging is a practical option, itAnalysis Bar Charting-A Simplified Critical becomes economical to stage so that the benefitsPath Analysis Technique. arising from the deferment of part of the investment* Mulvaney, J. outweigh the additional costs which are almost always

incurred when staging is adopted. This Course Note1975 * 100 pages - Shelf No. E9001 - Languages illustrates the principle of staging by using a numericalavailable: E - F- S

English Training Materials 107

example and indicates-again in numerical terms-theconditions under which it would become economical. COST CONTROL|1978 4 pages - Shelf No. E0687 - Languages 625/001available: E Metal Industries (Previously, Thermodyne,

Inc.).

620/007 * Edited by: Youker, R. Burnett, N.Water Supply and Sewerage Project for New Describes a project that is in deep trouble and out ofProvidence Island, the Bahamas. control. The project, overrun in time and cost, is behind- Huang, J. in performance and quality. The readers are expectedDesigned to be used as a workshop Exercise for to identify the mistakes made by the project managerDesigDMned wr lnig h mon fdtiob and prepare presentations on how they would have doneCPM/PDM network planning. The amount of detail to be it better.used in the Exercise is completely at the discretion ofthe instructor. The Exercise is best worked out by 1982 - 15 pages - Shelf No. E0691 - Languagesdividing the project into subprojects. The subnets of the available:A A C- E-subprojects can then be drawn up separately by smallgroups of participants, and they are then put together 625/002into a complete network for analysis. Cost Control in Project Management.1979 - 11 pages e Shelf No. E0688 - Languages * Youker, R.available: E .

1977 - 14 pages - Shelf No. E0693 - Languages

620/009 available:C.E S.Project Scheduling and Resource Allocation.- Youker, R. 625/003

Accounts, Budget, and Cost Control1981 - 7 pages - Shelf No. E0690 - Languages Exercise-The Zambia Forestry Projectavailable: C E * Part I.

- Burnett, N.620/010 This Exercise is divided into three sections and itChao Phya Irrigation Project Case Study- provides an opportunity for participants to define thePart B: Project Implementation-Module II: financial information needed to manage a project. PartsNetwork Analysis. II and IlIl are Exercises 625/004 and 625/005.- Demaine, H. * Revised by: Ng, R. 1980 - 19 pages - Shelf No. E0695 - LanguagesThis module deals with Network Analysis as a planning available: E -tool. It covers briefly all major aspects of the technique,leading from the initial arrangement of the constituentsof the tasks in an activity in a logical manner, through 6251004stages of rationalization and time/cost trade-offs, to the Accounts, Budget, and Cost Controlfinal details of resource allocation and deployment. In Exercise-The Zambia Forestry Projectsituations where relevant experience of similar activities Part II.is available, the use of the "Performance Evaluation and * Burnett, N.Review Technique (PERT)" would be appropriate. Five This Exercise is divided into three sections and itsets of exercises are included in this module. Modules I provides an opportunity for participants to define theand Ill of Part B of the Case are numbers 630/005 and financial information needed to manage a project. Parts645/002, respectively. Part A of the Case consists of 5 1 and IlIl are Exercises 625/003 and 625/005.modules, numbers 535/001, 550/045, 560/032,560/033, and 575/020 respectively. ava80 b 2E0 pages Shef No. E0696 e Languages

1983 - 21 pages - Shelf No. E1052 - Languagesavailable: E -

625/005Accounts, Budget, and Cost Control

620/01 1 Exercise: Project Progress Report-TheProject Scheduling and Control. Zambia Forestry Project- Malone, P. Part Ill.

1982 v 2 pages * Shelf No. E0940 - Languages * Burnett, N.available: E - This Exercise is divided into three sections and it

provides an opportunity for participants to define the

108 English Training Materials

financial information needed to manage a project. Parts 63 0/002I and 11 are Exercises 625/003 and 625/004. Water System Organization Case Study.1980 - 10 pages - Shelf No. E0697 * Languages - Lamson-Scribner, F.available:. E Discusses advantages and disadvantages of water

supply organizations at local, regional, and national6 25/00 6 levels, and also whether or not water supply serviceProject Reporting (MIS). should be combined with sanitary sewerage, electricity,

rYouker R.eand storm drainage undertakings.Youker, R. 1973 - 13 pages - Shelf No. E0705 * Languages

1981 - 10 pages - Shelf No. E0698 - Languages available: E'available: C- E-

63 0/004625/007 Damaa-Special Drainage Project-WhoCost Accounting and Budgeting Procedures. Should Be Project Manager.- Anderson, A. - Mann, J. * Peat, Marwick, Livingston and Co.This Course Note provides an introduction to the * Edited by: Burnett, N. . Youker, R.preparation of "Responsibility Budgets." Because of the This Case asks participants to select a project managernumber of people involved in the Budget process all for a large and important new rural development projectaspects should be coordinated by one department, on the basis of information that has been collectedBudget Planning. The Note describes the about the three leading candidates. It requiresresponsibilities of this unit and stresses the need for participants to consider the appropriate criteria forbudgeting to be carried out at the point where the selecting a manager and to assess promising thoughbudgeted activity takes place. The overhead different candidates.projections lead from management functions through 1982 - 14 pages - Shelf No. E1411 e Languagesplanning (the budget year and process budgeting available: C-Eprinciples) to department budgets and, for cost controlpurpose, the reporting requirements.1981 - 48' pages - Shelf No. E0699 * Languages 630/005available:A - C S ENFo EL Chao Phya Irrigation Project Case Study-

Part B: Project Implementation-Module I:Project Organization.

625F 008 t aDemaine, H. . Revised by: Ng, R.Minancial Forecasting and Project This module demonstrates the application of theilanagement. Environmental Scanning Technique developed by W.E.Lamson-Scribner, F. Smith of the Wharton School, for analyzing actors and

1>9a77 18 pages - Sheff No. E0702 e Languages factors that would have a bearing on project outcome.1977ale E-F-Internal project organization and external coordinationwould then be discussed in the context of the situationof the Chao Phya Irrigation Project, leading to salient

6 25/00 9 principles of project management setup. Modules II andProject Cost Control. III of Part B of the Case are numbers 620/010 and

- Burnett, N. . Youker, R. 645/002, respectively. Part A of the Case consists of 5g Burnett, N. v Youker, R. modules, numbers 535/001, 550/045, 560/032,This brief Note outlines why a project manager must be 560/033, and 575/020 respectively.concerned with project cost control and describes the 1983 * 8 pages - Shelf No. El168 * Languagesessential elements in doing it. available: E s 1980 - 11 pages e Shelf No. E0947 - Languagesavailable: C - E - F e S -

630/006Appraisal of Organizational Effectiveness

ORGANIZATIONAL DESIGN Parts I and II.

630/001 * Arnold, S. - Bryant, C.Department Organization Work Exercise. 1982 - 16 pages - Shelf No. E0209 * Languages* Lamson-Scribner, F. available: E - S -A discussion Exercise where various forms oforganization structures are displayed and theireffectiveness examined.1973 e 12 pages - Sheff No. E0704 - Languagesavailable: E -

English Training Materials 109

|PROCUREMENT 6351007Kodango Procurement Discussion Exercise.

635/001 * Burnett, N.Evaluation of Tenders. This Exercise requires the participant to read andHuang, J. comment on a consultant's report on a governmental

Illustrates the use of discounting techniques to obtain procurement system that is in disarray. The participantthe lowest evaluated bid from 4 tenders with different must make suggestions for improvement and alsopayment terms. The Exercise is further complicated by decide what he would do if he were the country's projectthe introduction of a soft loan for financing, the effects manager who had to procure supplies for his project.of which are fully discussed. 1980 * 11 pages * Shelf No. E0716 - Languages1973 * 4 pages * Shelf No. E0709 * Languages available:E-available: E -

635/008635/002 Procurement Through InternationalHungarian Development-Project Competitive Bidding for Projects.Management Case Study. * Srinivasan, R.* Huang, J. * Magnus, C. This Course Note, a composition of lecture notes, dealsA negotiation Case with three parties participating-the with the important issues of procurement throughcontractor, the project manager (representing the international competitive bidding for projects.employer), and the engineer designated in the contract. 1980 - 9 pages * Shelf No. E0717 - LanguagesThe Case illustrates payment adjustments which are available:C-E.F.S-allowed for explicitly in the contractual agreement,those for which justification is implied, and those whichcan only be justified on sympathetic grounds. 635/01 01980 28 pages - Shelf No. E0710 - Languages Evaluation of Bids for Equipment.available: E - Malone, P.

Evaluation of bids for equipment involves not only a6351003 comparison of the equipment offered with theProcurement Mini Case Studies 1-10. specification in the bidding documents, but alsoProcurement Mini Case Studies 1-10. judgement on "quality" factors and in their consequentOhri, C. use-factors that are difficult, if not impossible, to

1878 -IS pages * Shelf No. E0711 * Languages specify. Often the decision is how much to pay for1978 E - these quality factors. This Note describes briefly twoavailable: E * methods of approaching the problem: (1) using the

concept of Total Cost Bidding (sometimes referred to as635/004 Life-Cycle Costing), and (2) using a merit-point orEvaluation of Bids for Vehicles. weighting systems.- Srinivasan, R. 1981 - 2 pages - Shelf No. E0722 - LanguagesDesigned to take into account, for evaluation purposes, available: C e E e S -inland transport costs, delivery time, variations instipulated payment terms, and domestic price TEAm BuILNpreference. The objective is to determine the lowestevaluated bid. 640/0011978 - 2 pages - Shelf No. E0712 * Languages Conducting Effective Meetings.available: C - E - f - S -. Youker, R.

635/006 a1976 b 33 pages - Shelf No. E0724 Languages635/00 6 ~~~~~~~~~~~~available: E *Exercise: Procurement of Consultants.* Miller, L.Reviews the content of selected terms of reference for 640/003consultant studies to increase their utility. The reader is Team Building.expected to examine the requirements of the study in * Youker, R.light of the data and personnel available in the 1982 * 17 pages * Shelf No. E0726 * Languagesorganization, and the expected results of the study and available: C * E -its application.1979 - 14 pages * Shelf No. E0715 * Languagesavailable: E -

110 English Training Materials

6401004 resources and on the other, determining the emergingTeamwork Assessment Exercise. character of development: its direction, pace and* Casse, P. effectiveness. Recent practices of various monitoring

and evaluation systems in poored countries are clear1981 - 3 pages - Shelf No. E0727 e Languages expressions of commitments to improve the planningavailable: C . E- and implementation of development projects in those

countries. The South Asian countries accomodatingalmost one-third of the world population and being at

PROJECT MONTORING varying stages of development demand specialattention for a comprehensive study of the Monitoring

645/001 and Evaluation they practice, for such an exercise mayDesigning Monitoring and Evaluation for a facilitate identification of the most appropriateMajor Squatter Upgrading Program. framework and institutions of development and growth.- Bamberger, M. Thus this study, on Bangladesh, India, Nepal, Pakistan,

Illustrates a typical situation in which monitoring and and Sri Lanka, endeavors to examine the institutional.. rr d a low-income housing arrangements, their strengths and weaknesses, forevaluation are introduced into M o-nom osn

program. The information is deliberately vague and Monitoring and Evaluation practices.incomplete, as this is typical of the way in which the Working Paperdiscussion often begins. Many different types of 1989 - 129 pages - Shelf No. E1641 e Languagesevaluation could be used, and there is no ideal design. available: E -

1979 - 2 pages - Shelf No. E0728 - Languagesavailable: E - H.Dw

645/0 0 2 6 45/01 8645/002 ~~~~~~~~~Project and Plan Implementation, MonitoringChao Phya Irrigation Project Case Study- and Evaluation-A Workbook forPart B: Project Implementation-Module .II Practitioners and Trainers-Arabic/English.Monitoring and Evaluation.- Demaine, H. - Revised by: Ng, R. - Al-Bazzaz, M.

The primary aim of this handbook is not only to provideMonitoring and evaluation are gaining recognition as government officials, private businessmen and othersimportant management and planning tools. Monitoring with background information on implementationhelps to track project progress during impiementation, management, but also to show methods of controllingwhile evaluation serves to capture lessons of project and plan implementation, the organization of theexperience. Monitoring and evaluation contribute monitoring and evaluation system, the procedures andsignificantly to ensure efficiency in project execution techniques used, and the requirements for sustainedand effectiveness of program planning. The World Bank project benefits, etc. The four parts of the book arehas published a set of Guidelines and a complimentary complementary to each other yet self contained andHandbook on the subject. These are to be consulted as may be used as individual modules in courses on projectbackground to this module. Ex-post evaluation is implementation, project monitoring and evaluation, andconcerned with the end of project review of the entire ination, oject onitorin a evaluationproject cycle. The final part of this module deals with sustainability of benefits, or together in a progra' onthe ex-post evaluation of the Chao Phya Irrigation project and plan implementation and evaluation.Project. Modules I and 11 of Part B of the Case are 1990 - 234 pages - Shelf No. E9095 - Languagesnumbers 630/005 and 620/010, respectively. Part A of available: E -the Case consists of 5 module, numbers 535/001,550/045, 560/032, 560/033, and 575/020 respectively.. m gw

1983 - 4 pages e Shelf No. E1053 - Languagesavailable: E - 645/01 9

Monitoring and Evaluation of DevelopmentProjects in South East Asia: The Experience

3GY 12(BM of Indonesia, Malaysia, the Philippines and

645/015 Thailand.A South Asian Regional Study on Current * Khan, A.Thoughts and Practices in Monitoring and This report presents a comprehensive review andEvaluation. assessment of the organization of monitoring and* Khan, A. evaluation systems in Indonesia, Malaysia, the

Philippines and Thailand. For each country a separateProper planning and implementation of projects is analysis is presented of project implementationintimately linked to the macro-development goals of a monitoring (Input/Output Monitoring), Projectcountry. Therefore, efficient management of investment Conitin Reput/Output Monitoring andresources and continuous evaluation of investment Completion Reports, Sustainability Monitoring and

theourcesan ctwomous crucialacttiiofmestnee y Impact Assessment. The preparation of the review,outcomes are the two most crucial activities necessary which was prepared for a South East Asian Seminar onfor insuring, on the one hand, the optimun use of scarce

English Training Materials 111

the Monitoring and Evaluation of Development Projects 670/007(Kuala Lumpur, December 1988), was supported by the Evaluation of Training.Australian International Development Assistance * Chalofsky, N.Bureau (AIDAB).Working Paper 1979 * 22 pages - Shelf No. E0735 - Languages

available: E -1990 - 213 pages - Shelf No. E9097 - Languagesavailable: E F

670/008Hints on Constructing EvaluationTraining of Trainers Ouestionnaires.

670/00 1 * Compiled by: Youker, R.Methods and Techniques for Adult Learning 1979 - 9 pages - Sheff No. E0736 - LanguagesPrograms. available: E.- Nadler, L. . Compiled by: Youker, R.

1979 - 46 pages - Shelf No. E0729 * Languages 670/009available: C * E- Testing, Assessment, Appraisal, and

Measurement of Human Behavior.

670/00 2 * Kavruck, S.Summary of Learning Theories in Adult 1979 - 21 pages - Shelf No. E0737 e LanguagesEducation. available: E- Compiled by: Youker, R.

1977 - 14 pages - Shelf No. E0730 * Languages 670/011available: C - E - EDI Teaching Strategy.

D Gittinger, J. . Youker, R.

670/003 1982 - 3 pages * Shelf No. E0888 LanguagesUse of Small Groups in Training. available: E .* Compiled by: Youker, R.

1978 - 13 pages * Shelf No. E0731 e Languages 670/015available: E e Training Needs for Managers of Agriculture

and Rural Development Projects.

670/00 4 * Compiled by: Youker, R.How Adult Participants Learn. Recently, a number of different organizations have

prepared reports or sponsored workshops to define theSohn, T. training needs of rural development project managers,

1978 -10 pages - Shelf No. E0732 * Languages and to develop curricula for training purposes. The aimavailable: E of this list is to document those efforts so that other

groups may draw on already existing knowledge.1982 - 7 pages - Shelf No. E0878 - Languages

670/00 5 available: E * F -Improving Lectures and Alternatives toLectures, Developed by the Participants inthe EDI Seminar on Teaching Project 670/018Analysis, Nov 21-Dec 2, 1977, in How to Implement a Seminar: Parts A and B.Washington, D.C. * Puri, G. * Edited by: Dowsett, A.* Compiled by: Youker, R. This Course Note was written with directors of EDI

1978 * 5 pages - Shelf No. E0733 * Languages seminars in mind, but the principles hold true foravailable: E- arranging any similar type of seminar and may be

adapted for use by others.1983 * 25 pages - Shelf No. E0917 - Languages

6 70100 6 available: E -Bibliography on Training.* Compiled by: Youker, R.

1983 - 2 pages - Shelf No. E0734 * Languagesavailable: E .

112 English Training Materials

670/01 9 tool for improving the performance of organizations.Report Writing. Assessing the trainability of specific performance

-Malone, P. deficiencies consists in determining the followingprobabilities: that training is a realistic strategy for

This Course Note is intended to assist participants bringing about the desired improvements; that changeswhose mother tongue is not English in the writing of in contextual factors will not increase the likelihood ofreports. The Note does not address the finer or more training program failure, and that there is a manageablesubtle points of style or choice of words. It time frame for the benefits of training. Assessing theconcentrates on preparing a basic structure for a report trainability of problem situations will increase theand on some fairly common shortcomings in probability that TNA is used as an instrument to dealpresentation as well as the (mis)handling of words and with probiems for which training is a realistic approach.figures. The aim is to improve clarity rather than style. It will also increase the probability that training efforts,1978 - 9 pages - Shelf No. E0950 * Languages when undertaken, will yield improvements inavailable: E - F- performance.

1986 * 32 pages - Sheff No. E1416 - Languages670/0 2 2 available: C -E -Management Training.* Casse, P. - Declerck, R. - Deol, S. . Pena, 0. * 670/030* Edited by: Dowsett, A. The Assessment of Trainability.This workbook has been prepared to assist * Salem, C.management trainers to organize in-house training for This workbook consists of the course note of the sametheir senior managers. It provides a rationale for number titled "Assessing Trainability", and twomanagement training (including what can be achieved illustrative case studies. The cases are in a "briefingthrough management training); a brief description of book" format suitable for both individual and group work.several management training techniques; illustrative Each contains a description of the context based on thetraining modules on decision making, strategy, most detailed information available. Users are expectedorganizational structure, organizational processes and to discuss each situation and to recommend which ofsystems, team building, managing organizational the specific problems they have identified should beconflict, and leadership along with exercises that can be addressed by a Training Needs Assessment.adapted to different sociocultural situations; andsuggestions for the use of microcomputers in 1986 - 345 pages - Shelf No. E9037 - Languagesmanagement training. A comprehensive bibliography is available: E -included.1984 1 166 pages * Sheff No. E9017 - Languages CASEMcmo|available: E D

675/001670/028 Comments on Case Writing.Reading for Training Trainers. * Magnus, C.- Compiled by: Youker, R. * Dowsett, A. 1978 - 4 pages * Shelf No. E0739 LanguagesIn the past six years, EDI has presented more than ten available: C - E -workshops or seminars dealing with how to teachcourses in project analysis and implementation. Most ofthese workshops have emphasized the case method- 675/00 2how to write and teach case studies. This workbook is a Case Study Analysis.collection of the course notes and readings prepared for * Magnus, C.and used in those workshops. In addition, the book hasbeen useful as orientation material for EDI staff and for 1978 - 8 pages * Shelf No. E0741 * Languageslecturers in partner institutions around the world. available: C - E -1983 * 318 pages * Shelf No. E9025 - Languagesavailable: E * 675/003

Considerations for Writing Case Studies.

670/030 " Cohen, B.Assessing Trainability. 1978 - 8 pages * Shelf No. E0743 * Languages- Salem, C. available: C - E -Training needs assessments (TNA) are necessary tothe design of training programs. However, suchassessments need not be conducted until it isreasonably demonstrated that the problems identifiedare likely to be amenable to training at all. In thismanner, the TNA can be used as an effective diagnostic

English Training Materials 113

675/004 examination. A set of criteria to assess the quality of aTeaching by the Case Method. case discussion are also presented through a "case* Felton, E. study on case discussions." A selection of readings

about case discussion are also included.1979 - 24 pages - Shelf No. E0745 - Languages 1983 - 136 pages e Shelf No. E9021 - Languagesavailable: C - E - available: E -

675/005Developing Cases from Written Sources. |ADMINISTRATION OF TRAINING PROGRAMS I

- Felton, E. 680/003This Course Note discusses the process of writing a Checklists for Implementing Trainingcase study from written sources and discusses a Courses.number of practical steps that a case writer may take to * Compiled by: Carsey, D.improve such cases.1983 - pages - Shelf No. E0907 - Languages 1978 - 17 pages * Shelf No. E0747 - Languagesavailable: E * S - a vailable:- E -

675/009 680/008Summary Exercise on Case Writing and Case Training Manager's Workbook.Teaching. - Casse, P. - Deol, S. * Pena, 0. - Springuel, R.

G Gittinger, J. . Youker, R. This workbook has been created with the assistance ofThis Exercise asks participants in groups to summarize twenty-three training managers who came from Africa,what they have learned about case writing and case Asia, Europe, and the Middle East to participate in ateaching and to present their findings to the entire seminar for development financing institutions' officersclass. responsible for internal training programs. The seminar

was jointly sponsored by the Economic Development1978 * 1 pages * Sheff No. E0855 e Languages Institute (EDI) of the World Bank and the Association ofavailable: E Development Financing Institutions in Asia and the

Pacific (ADFIAP). It aimed at providing an opportunity675/010 to update their knowledge and skills in the design,Principles of Case Writing-Workbook I. organization, and evaluation of training activities. Theworkbook is made up of fourteen sections that cover the- Casse, P.. Deol, S. major issues that all training managers are confrontedThis workbook aims at demystifying the creation of case with.studies. It has been designed for those who are 1982 * 217 pages * Shelf No. E9027 * Languagesinterested in writing cases adapted to their local available: E-environment. It offers some basic guidelines related tothe writing of five types of cases, i.e., quantitative andqualitative cases, simulations, critical incidents and Transportmultistage case studies. A few samples have beenincluded to illustrate the application of the guidelines. A 705/001set of criteria to be used to assess the quality of a case Total Social Costs of Transport.are also available as well as a selection of readings * Hogg, V. * Miller, L.about case writing.1983 * 175 pages * Shelf No. E9022 * Languages 1979 * 1 pages * Shelf No. E0748 * Languagesavailable: E . available: E -

675/011 705/002Principles of Case Discussion-Workbook II Activities of a Transport Enterprise

- Casse, P. - Deol, S. ~(Agency).Case studies are powerful training and learning * Hogg, V.instruments provided they are used properly. This 1976 * 1 pages * Sheff No. E0749 * Languagesworkbook aims at providing some basic guidelines on available: E -how to prepare and use various types of casedicussions. It presents different ways of leading anexchange of views on a case, of opening and closing a 705/003discussion, of coping with critical incidents and of using Exercise on Constructing a Pipeline.audiovisuals. It also discusses those communication Deals with (a) the analysis of an investment proposal toskills required to get as much as possible out of the construct a gas pipeline, and (b) an examination andconfrontation of ideas related to the case under comparison of alternatives within the proposed

114 English Training Materials

investment project. Readers are asked to employ the logical diagram, "timing' of the activities, analysis of thediscounted cash flow method in reaching a decision diagram, etc.-to be carried out as usual.about the proposed investment as well as to discuss the 1979 - 3 pages * Shelf No. E0753 e Languagesimpact of timing and changes in market conditions on available: E-such a decision.

1977 * 12 pages - Shelf No. E0750 - Languagesavailable: E - 7051007

Planning and Management of Maintenance.* Malone, P.

Case Study on Choice of Transport Projects: This Note is applicable to the infrastructure sectorsHighway-Rail Analysisc generally, although it has been written for, and the

Highway-Rail Analysis. examples have been selected from, the transport* Miller, L. * Wong, D. * Wright, S. sector. The Note first addresses the question "whyDesigned to stimulate thinking and/or discussion in the maintain?", then goes on to state that goodselection between highway and rail investment maintenance is so often neglected. The Note thenalternatives. The Case raises various conceptual or touches on planning and control, and concludes with anpractical problems regarding the empirical analysis. It example of a simple diagnostic chart to help trace theinvolves (a) identifying market and nonmarket costs of causes of poor maintenance.transport projects; (b) intermodal cost comparison for 1979 * 8 pages * Shelf No. E0754 * Languagesmaking effective decisions; and (c) a discussion of available:E-F-nonmarket cost such as travel time, waiting time, andcargo losses in accounting for different services.

1979 e 9 pages - Shelf No. E0751 " Languages 7051008available: E - Telecommunications in Nyeland.

e Lifson, C.

705/005 This Case Study describes the telecommunicationsMaximizing the Use of Existing Transport sector in Nyeland, especially with respect to itsInfrastructureU institutional setting. After reviewing the text,

participants will be asked to propose alternativea Malone, P. strategies and approaches to deal with the general

This Course Note is intended to stimulate interest in, inefficiency within the organization. In addition toand provide guidance for, maximizing the utilization of recommending specific changes that will improve thetransport infrastructure -"making the most out of what is sector's operations, participants will comment on thealready there before contemplating major new components of the project outlined in the case study.investment." The Note is divided by transport modes 1979 - 20 pages - Shelf No. E0756 e Languages(although as indicated, two or more modes might well available:Ehave to be considered, simultaneously) and addressesonly the more common modes in developing countries.For each mode, some general "performance indicators" 705/009are given, followed by (1) physical measures and (2) Examples of Financially Viable Urban Publicpolicy measures that might be appropriate to improve Transport Systems.utilization. "Roth, G.

1979 - 46 pages * Shelf No. E0752 - Languages This Note describes financially viable public transportavailable: C " E- systems in twelve cities, most of which are in

developing countries. All the systems are private, and705/006 the vehicles are frequently operated by their owners,Introduction of a New Type of Bus. who form associations to serve particular routes. Costs

and service levels compare favorably with those of the" Malone, P. large fixed-route systems that dominate the publicThis Exercise in intended for use when the basics of transport scene in the developed countries.network analysis-the logic, the attachment of 1983 - 21 pages - Shelf No. E0904 " Languagesdurations to the activities, the analysis of the network, available: E-etc.-are already thoroughly understood. In precedingExercises, a list of activities would have been toassemble those given activities in the form of a logical 705/011diagram, then to analyze the diagram and so on. This Planning for the Transport Modes.Exercise takes development of skills in network " Malone P.analysis one stage further in that for a given scenario(introduction of a new type of bus in an urban bus This Course Note outlines the steps required in planningcompany) the activities are to be defined and then the logically for the transport modes (roads, railways, port,ensuing stages-assembly of the defined activities in a etc.) It comprises (1) a brief statement on planning at

both the sectoral level and the modal level and (2) adiagram indicating the steps required for planning,

English Training Materials 115

particularly at the modal level. To keep the diagram Mm 11(g]2readily understandable, the latter develops the planningprocess for just one mode-roads-but the steps and 705/026the logic are equally applicable to the other modes. Transport Policy. Two volumes1981 - 4 pages - Shelf No. E0941 - Languages * Asian Development Bank * Economic Developmentavailable: C - E- Institute

This is a joint publication of the Asian DevelopmentHlD?S ORQW]n Bank and the Economic Development Institute. The

Summary of Proceedings is based on papers presented705/02 2 and discussions at the Regional Seminar on TransportPrivatization in Transport: The Case of Port Policy, held in Manila, Philippines, from 21 to 28Kelang (Malaysia) Container Terminal. February 1989.* Levy, H. * Men6ndez, A. 1989 - 855 pages * Shelf No. E9092 * LanguagesDuring the 1980's, privatization became an important available:E -mechanism for achieving a variety of policy objectivesin both developed and developing countries. The wide , _ _

range of relevant literature highlights that no single SECTOR PLANNINGapproach to the privatization of public assets can beapplied universally. Rather it stresses that each 710/001privatization exercise must be tailored to the particular Background and Framework of Transportconditions of the public asset and the country's Policies-Transport Policy Implementation.political, administrative, and economic environment. * Hogg, V. - Murray, G.This case study on Port Kelang starts a series on This Course Note is intended as assigned backgroundprivatization in transport. This series will present a reading to a detailed discussion session on thevariety of privatization endeavors in the transport institutional aspects of implementing transport policy,sector and illustrate the issues and complexities with particular emphasis on the main central governmentinvolved in undertaking such endeavors. institutions. It stresses the need for flexibility and aWorking Paper frequent review of roles to meet changing economic and

social forces and needs.1989 * 30 pages - Shelf No. E1617 - Languages 1978 * 6 pages - Shelf No. E0757 - Languagesavailable: E - available: E -

710/002

705/023 Framework of Transport Policy Formulation.Privatization in Transport: Contracting out e Hogg, V. . Murray, G.the Provision of Passenger Railway Services This Course Note and its attachments providein Thailand. background materials that may help to structure an- Levy, H. - Men6ndez, A. introductory discussion on "Defining the TransportDuring the 1980's, privatization became an important Problem." Imechanism for achieving a variety of policy objectives 1981 - 12 pages - Shelf No. E0758 - Languagesin both developed and developing countries. The wide available: E -Frange of relevant literature highlights that no singleapproach to the privatization of public assets can beapplied universally. Rather it stresses that each 71 0/003privatization exercise must be tailored to the particular Transport Policy and Planning Objectives-conditions of the public asset and the country's The Case of Silverland.political, administrative, and economic environment. * Hogg, V. * Magassy, P.This case study on Thailand Railways continues a Stimulates the thinking of readers about transport policyseries on privatization in transport. This series will tmleshhiknofrarsbutasptoicpresent a variety of privatization endeavors in the and planning objectives and explores their reaction totransport sector and illustrate the issues and one example drawn from a real-life case. Divided in fivecomplexities involved in undertaking such endeavors, groups, each group plays a role of an advisory team inthe Ministry of Economic Development to review theWorking Paper attached draft document and give its comments on the1990 * 31 pages - Shelf No. E1662 * Languages proposed objectives, goals, and constraints.available: E - 1978 - 5 pages - Shelf No. E0760 - Languages

available: E -

116 English Training Materials

710/006RODFeasibility Studies in the Transport Sector. FROADS

* Malone, P. * Pollock, E. 720/002Investment in new transport facilities are frequently Exercise on Widening the Pavement of avery costly; it is imperative, therefore, that the Road.feasibility of such investment-from many points of * Hogg, V. - Murray, G.view-be established prior to making the investmentdecision. Hence the need for "feasibility studies." 1973 * 5'pages Shelf No. E1208 * LanguagesFeasibility studies themselves have a cost and before available:E -embarking on them it is important to check that (1) thedemand for new transport facilities is a serious one, and 720/0 03if it is (2) that the demand cannot be met by utilizing the Integrated Rural Development Project (Mali)existing system more efficiently without major on Road Component Case Study.investment. This Course Note consists essentially of adiagram covering the three stages implied above. Some * Hubert, E.specific points in the diagram are expanded in the 1974 - 34 pages - Shelf No. E0765 - Languagesaccompanying introductory text. available: E-

1981 * 3 pages - Shelf No. E0939 * Languagesavailable: E - 720/00 4

Exercise on Paving a Gravel Road.710/007 - Hogg, V. - Hubert, E. - Murray, G. - Revised by: Miller,Forecasting in Transportation. L. . Hogg, V.

M Malone, P. Provides participants the tasks of preparing traffic

This Course Note is not a treatise on forecasting - there projections and computing the discount measures of theare many excellent ones on the market already. It is a work on a proposed project for paving a gravel roadcollection of practical suggestions for the planner when which now connects two towns. An evaluation of theforecasting in the transport sector. One of the proposed project must take into account economicsuggestions made and examined in the Note is for costs and benefits as well as "externalities."forecasting in probabilistic terms. 1975 * 11 pages - Shelf No. E0766 * Languages

1982 - 17 pages * Shelf No. E0932 - Languages available:E-F-available: E-

7201005PRICING AND TARIFFS Rural Development Road-Case Study.

* Hodgkinson, D. * Miller, L.71 5/001 Illustrates the information needed and the analyticalAssessing the Effects of a Traffic Pricing steps necessary in the evaluation of a jointScheme (Singapore) Case Study. agricultural/rural road development project. The Case* Holland, E. * Sirken, I. - Watson, P. includes the computational procedure for determining anIdentifies the principal effects that would be expected to internal rate of return for the project by using the value-result from a scheme that is intended to (a) limit urban added approach to project analysis. Questionstraffic congestion through the use of pricing, and (b) to pertaining to the management and execution of such aidentify the variables to be included in a program for project, data requirements, and the economic cost ofmonitoring and evaluating the scheme and how these labor and land are presented.variables should be measured. 1976 - 28 pages - Shelf No. E0768 * Languages

1978 - 26 pages - Shelf No. E0761 * Languages available: E-available: E*

720/006715/002 Senegal Highway Maintenance ImprovementPricing and Financing Transport Services. Program Case Study.* Roth, G. * Huang, J. * Magnus, C.

Discusses management problems that have occurred in1981 * 21 pages * Shelf No. E0762 - Languages the implementation of a program to improve highwayavailable: E maintenance operations in Senegal. Although the Case

talks about highway maintenance, similarity can bedrawn for institutional problems in other sectors, and orwhich lessons can be learned from this Case.

1977 e 16 pages * She/f No. E0769 * Languagesavailable: E -

English Training Materials 117

720/007 720/011A Method for Screening and Evaluating Rural Exercise on Mutually Exclusive Options:Road Projects. Selection of Appropriate Design for a Bridge.* Magassy, P. * Miller, L. * Malone, P.What is required is a relatively simple procedure by This Exercise provides an example of mutuallywhich projects can be screened and evaluated on a exclusive options in practice by considering the simplerational basis. The purpose of this paper is to present but common case of constructing a road bridge over asuch a procedure, which can be considered either as a river. The Exercise assumes that the theory underlyingtwo-level screening process or as a screening and mutually exclusive options has already been discussedevaluation procedure. and that participants recognize the need not only to1977 - 18 pages - Shelf No. E0770 - Languages investigate the viability of the various options per se,available: E but also to investigate the viability of the incremental

investments between options.1978 - 4 pages - Shelf No. E0848 - Languages

720/00 8 available: E - F.-Exercise on Construction of a MajorHighway.- Hubert, E. - Revised by: Hogg, V. . Miller, L. 720/01 2- Magassy, P. e Murray, G. Exercise on Construction of a DevelopmentExamines the construction of a major highway Road.connecting two cities. It involves (a) the identification * Hogg, V.and measurement of costs and benefits, (b) a Examines how to determine the economic feasibility ofcomparison with the alternatives such as improving the constructing a development road in a sparsely settledexisting road and the possibility of using the railway, area that has little industrial or commercial developmentand (c) the impact of the new highway on the region as a but a surplus of agricultural products. Assignmentwhole. includes cost estimates and adjustments, and1975 * 16 pages - Shelf No. E0845 - Languages calculation of and economic (internal) rate of return.available: A - E*F- 1978 - 9 pages - Shelf No. E0773 - Languages

available: E - F e

720/009Construction of a Bridge Exercise. 720/014* Hogg, V. * Magassy, P. Roads in Rural Development-The "Value-Offers an opportunity to evaluate a project that Added" Approach.proposes replacing a small ferry service over a 1,000- - Malone, P. . Smith, I.foot-wide river with a 1,660-foot-long bridge. The The Note examines why the "operating cost saving"highway on both sides of the river is already being approach is inappropriate to lightly-trafficked (or non-improved because of expected industrial and existent) roads, goes on to establish how the benefits ofcommercial developments. When the decision was investments in such roads may be quantified, andtaken to improve the highway, however, no indicates how the benefits may be shared-in variousconsideration was given to building the bridge. The circumstances-among transporter, producer, andproblem to be answered now is, 'Is there a case for government.building the proposed bridge or would it be preferable to 1977 - 10 pages - Shelf No. E0942 - Languagesexpand the ferry services, taking into account both available: E.measurable and other factors?"1977 - 13 pages - Shelf No. E0771 - Languagesavailable: E - 720010 5

The Economic Return of Maintenance-Example of a Surface-Dressed Road.

720/010 -Mln,PM'Pesoba Rural Road Project (Mali). Malone, P.Jones, W. 1982 - 5 pages - Shelf No. EIOOO * Languages

A simple and short Case Study that examines road available: E-benefits and economic justifications in designing ruralprojects. Knowledge of basic social benefit-cost 7201016analysis is required. The Case discusses financial and Manual on Highway Project Appraisal Inequity issues, as well as road standards, road design, Developing Countries.and agricultural price policy. * Weiss, W.1977 * 20 pages * Shelf No. E0772 e Languagesavailable:E-F 1974 E 217pages - Shelf No. E9018 - Languages

available: E -

118 English Training Materials

Ic(BB7 02(B2 725/004State Railway Project-Construction and

720/01 9 Projections of Financial Statements. Parts ITrucking Regulations In Nacor-Economic and I.Costs and Inefficiencies. - Williams,E

TLevy, H, C Smith, G. A two-part Exercise. Introduces financial statements.This Case Study illustrates the effects of economic Part I deals with the construction of the three majorregulations of the trucking industry on the efficiency in financial statements and Part II provides assumptionsthe use of trucks and ultimately on transport costs. The to be used in developing financial projections for thecase reviews the trucking industry in a country with a same statements.highly regulated system and discusses the apparentadvantages and disadvantages of the system. 1976 - 6 pages - Shelf No. E0482 - LanguagesInformation is provided as a basis to reply to questions available: E . F -on the arguments for the regulation in place; how tomake a broad estimate of the economic costs of theregulations (a detailed quantification requires a R2a5/05 Equipment Purchase.sophisticated analysis and modelling of the current andof the non-regulated situation, which is beyond the * Hogg, V. - Miller, L.objectives of the case study); what changes would Presents a cost analysis of dieselization andimprove the system and how to devise a policy reform electrification alternatives in a railway equipmentpackage that improves economic efficiency and is purchase decision. The analysis is taken throughpolitically feasible. several steps: enumeration and quantification of input

1989 - 13 pages * Shelf No. E1654 - Languages combinations for meeting certain levels of rail services;available: E - determination of the "social cost" to the national

economy by elimination of transfer payments;comparison of the alternatives by discounting values of

|RAILWAYS | the social cost; and consideration of externalities.1977 * 18 pages - Shelf No. E0780 - Languages

725/001 available: E -Exercise on Electrification or Dieselizationof a Railway Line.* Hogg, V. * Murray, G. 725/006Equipment Selection and Replacement1973 - 8 pages - Shelf No. E0775 * Languages Decision Problems (Railways).available: E Miller, L.

Demonstrates the use of economic analysis applied to725/002 the selection and replacement of equipment used inFinancial and Economic Analysis Exercise- railways. Such areas as unequal lines, salvage value,Electrification of a Railway Line. alternative equipment, and timing of replacement are* Schuster, H. considered.

1979 - 4 pages - Shelf No. E0781 - Languages1973 - 7 pages * Shelf No. E0776 * Languages available: E-available: E-

725/007725/003 Choice between Railway Electrification andExercise on Discontinuing Services on an Diesel Traction.Unprofitable Railway Branch Line. - Alston, L.* Hogg, V. - Murray, G. Explores the technical aspect of rail electrification andPresents two purposes: (a) to illustrate an application of develops the economic analysis necessary forcost-benefit analysis to the question of discontinuing selecting electric traction over diesel.rail services on a specific unprofitable branch line, and 1979 - 13 pages - Sheff No. E0782 - Languages(b) to analyze and discuss the broader issues that might available E 1be relevant to this particular decision problem.

1975 - 20 pages - Shelf No. E0777 * Languagesavailable: E -

English Training Materials 119

required in the Exercise covers traffic forecasts, cost|WATERTRANSPORT| and revenue estimates, and calculation of NPV and IRR.

730/001 1974 - 8 pages * Shelf No. E0787 * LanguagesExercise on Expansion of Ocean Port available: E .Facilities.v Murray, G. 7351002Illustrates the comparison between two methods of Case Study on Airport Development-meeting the growing demand for ocean port facilities: Decision Making and Multiple Objectives.expansion of an existing port or construction of a new - Hogg, V. e Kumar, D.port. Changes in shipping costs, inland transport costs, This Case Study involves group work and subsequentand traffic composition are considered important seminar discussion on the methodology to analyze andfactors. The analysis includes conversion of financial incorporate multiple objectives into a decision. Eachcosts to economic costs for the alternative capital objective must be viewed in the context of the prevailinginvestments, and calculation of the internal rate of situation and other objectives; and each viablereturn. decision/strategy must be weighed in terms of its1973 - 11 pages * Shelf No. E1207 - Languages present and future implications. The Case is mainlyavailable:E F- discussion-oriented and may not have a unique

solution. It nevertheless provides sufficient material for730/0 0 2 rigorous analysis.Appraisal of a Port Project-A Case Study 1975 * 6 pages - Shelf No. E0788 - LanguagesBased on Original Appraisal Report of available: E - F -S Mauritius.

H Hogg, V. 735/003A discussion Case with two purposes: (a) to review and The Aircraft Investment Decision.analyze certain aspects of port modernization in real life - Gellmansituations, and (b) to draw general implications and An Exercise about a nationalized, largely domesticconclusions on the basis of the above, airline Flagair. The Exercise focuses primarily on the1974 - 45 pages * Shelf No. E0785 * Languages issues raised when the airline's "Re-Equipmentavailable: E - Committee" seeks to arrive at a flight equipment

investment plan over the ensuing half-dozen years.

730/003 First, the domestic routes of the carrier are the onlyconcern; then a substantial expansion of long-stageCase Study of a Proposed Inland Water international routes is posited. Also discussed is theProject. means by which Flagair goes about arriving at a fleet

* Hogg, V. plan.A simulated project negotiation Case. Working in 1977 * 44 pages * Shelf No. E0790 * Languagesgroups and representing (a) lending agency and (b) available:E-F-borrowing agency (government), readers are expectedto persuade the acceptance of the proposed project and Urbannegotiate for mutually agreeable terms of lending. Urban1975 * 42 pages * Shelf No. E0786 - Languages 760/002available: E. Sha Tin New Town Exercise.

Armstrong-Wright, A.|AVIATION | Deals with the various conflicting alternatives the urban

planner faces while designing a clear city planning735/001 strategy.Exercise on Acquisition of Aircraft for aRegional Airline. 1975 * 13 pages - Shelf No. E0793 - LanguagesRegional Airline. ~~~~~~~~~available: E .- Hogg, V. * Murray, G.Focuses on the problem that confronts all airlines at onetime or another-the replacement of obsolescent 760/003aircraft. The new aircraft are almost always larger and Urban Transport Survey Case Study (Sanfaster and these attributes inevitably lead to the need Jose, Costa Rica) Part I-Using Informationfor a critical examination of (a) the appropriate size and and Analysis; Part II-Converting Findingsscheduling of the new fleet and (b) the economic and into Action Programs.financial implications of the replacement. The analysis * Deen, T.

A two-part Case Study: Part I provides information and

120 English Training Materials

analysis required to produce a transport survey to beused as the basis for an action program and Part 11 SnESANDSERVICESdeals with preparation of an action program on the basis 770/001

Estimating Requirements for Housing138 pages - Shelf No. E1205 - Languages available:E (Jamaica) Case Study.

Boyce, C.A Case in estimating housing requirements as a basis

760/004 for formulating a realistic and feasible program.The Expansion and Improvement of Public 1976 * 21 pages - Shelf No. E0801 - LanguagesTransport: The Proposed Minibus Program in available: E eKuala Lumpur (Malaysia).e Sirken, l.Identifies and measures the economic benefits of a 770/002rather complicated urban transport project in Kuala Pricing Sites and Service Units (Jamaica).Lumpur. Also provides the reader an opportunity to e Myers, M. e Sirken, l.apply the 'with' and "without" approach to project Deals with the use of pricing to promote and reconcileanalysis. two conflicting objectives: financial viability of the

1978 * 13 pages - Shelf No. E0795 - Languages project and equity in the distribution of its benefits toavailable: E * low-income families.

1979 - 7 pages * Shelf No. E0802 * Languages760/005 available: C - E -Calculating the Benefits of an UrbanTransport Project. 770/003

C Roth, G. Sites and Services Approach for Housing

Illustrates the calculation of benefits to travelers, which Low-income Families.arise from changes in (a) vehicle operation costs and (b) e Menezes, L. - Myers, M. * Sivaramakrishnan, K.travel time. An outline of the rationale and operational issues of the

1979 * 11 pages - Shelf No. E0796 e Languages sites and services approach of low-income housing.available:E- Examples are drawn from experience in El Salvador,

Tanzania, and Madras.

760/006 1979 36 pages - Shelf No. E0803 * LanguagesDevising New Institutions In Large Cities. available:.

* Danielson, M. * Revised by: Sivaramakrishnan, K.

Discusses the issues involved in reorganizing or SQUATTER UPGRADINGdevising new institutions that deal with urban growthproblems in large cities. 7751002

The Lyari Improvement Project: A Case1979 * 3 pages * Shelf No. E0797 - Languages Study In Economic Analysis.available: E. * Kanoun, S. * Sirken, l. * Revised by: Leslie, J.

A Case Study in identifying and measuring the economicURBANIZATION AND NATIONAL POLICY| benefits of a squatter upgrading project.

765/0 0 3 1982 - 7 pages * Shelf No. E0804 * LanguagesLand Use Control Exercise. available: C - E -

* Rivkin, M.

Deals with the formulation of objectives for a land use 775/003plan and with the establishment of a government control Upgrading of Slums.system for implementing the plan. Group work is * Menezes, L. * Myers, M. - Sivaramakrishnan, K.recommended. Could benefit from focusing on specific An outline of the rationale and operational issues ofenvironmental issues of land use. slum upgrading. Examples are drawn from experiences

1979 * 18 pages * Shelf No. E0800 * Languages in Jakarta, Lima, and Lusaka.available: E- 1979 - 29 pages * Sheff No. E0805 * Languages

available: E -

English Training Materials 121

formulation, modification, and administration of urbanURRAN FINANCE taxes.

785/001 1979 18 pages - Sheff No. E0812 - LanguagesJakarta Property Tax Case Study. available: E -* Kumar, D.Deals with the utilization of property tax as an important 785/010source of financing for local governments. Selected Readings in Urban Financial1973 - 5 pages * Sheff No. E0806 - Languages Resource Mobilization.available: E * - Compiled by: Myers, M.

This Collection was gathered to supplement EDI'scourses in urban finance and management. It

785/002 concentrates on revenue generation for theHousing Finance. performance of essential urban services. Four types of- Myers, M. revenue mobilization are emphasized: local taxation,Discusses the issues of housing finance-how to user charges, inter-governmental financial transfer, andmobilize savings and how to apply these funds to borrowing.housing. Presented in two parts: Part I - issues and 1987 * 571 pages - Shelf No. E9039 * LanguagesScope for Mobilizing Savings, illustrated with available: E -experiences in Brazil, El Salvador, and Singapore; Part11 - Innovations in the Use of Funds.1979 * 47 pages - Shelf No. E0807 * Languages Urban Taxation in West Africa.available: E U

- Dillinger, W. * Goldfinger, C. * Hewitt, E. * Reliquet, C. -Snell, S.

785/003 This Course Note describes the administration of fourProperty Taxation In Bogota: An Exercise In sources of revenue that support urban government inAssessing Revenue Performance. West Africa-property taxes, business taxes, poll

S Sirken, 1. taxes and municipal markets-and identifies means ofPresents two purposes: (a) to analyze the factors increasing their yield. The analysis is based on six casedetermining the level and growth of property tax studies in four West African countries: Nigeria, Liberia,revenues in Bogota; (b) to draw the policy implications Senegal, and Ivory Coast.from this analysis. The Exercise leads the readers in a 1986 - 104 pages - Shelf No. E1396 * Languagesdiscussion of the content and revenue performance of available: E - F -the property tax system in their own cities.1979 - 24 pages - Shelf No. E0809 - Languages M hmqavailable: E -

785/0 23Experience with Selected Aspects of Urban

785/004 Finance in Australia, China, England andThe Pricing of Public Urban Services. Wales, and France.* Sirken, I. -Bahl, R. - Davey, K. - Gibson, J. - Halligan, J. . Niner, P.Describes (a) in nontechnical language the main - Mazurelle,J. . Walker, B.functions and objectives of pricing urban goods and The papers in this collection were prepared for an EDIservices supplied by the public sector and (b) the Seminar on Selected Aspects of Urban Finance incriteria for judging whether the price of these goods and China. The seminar was designed to provide anservices is too high, too low, or just right. The paper opportunity for senior professional staff in relevantthen reviews the application of different pricing agencies at the central, provincial and local governmentpractices to a number of urban services. levels to identify and debate the key issues to be faced1979 - 18 pages e Shelf No. E0810 - Languages and the actions needed in China to strengthen theavailable: C E -S financing of urban functions and new urban

development, recognizing the need to rectifydeficiencies in existing urban infrastructure as well as

785/005 the need to provide infrastructure and services for newUrban Property Taxatlon In Developing urban growth that is taking place at increasing rates inCountries. conjunction with the economic reforms now being* Sirken, I. implemented. These papers are intended to provideReviews the main policy and operational issues in the evidence from international experience in the financing

122 English Training Materials

of urban functions, urban renewal and new urbandevelopment, and identify aspects of that experience PRICINGANDTARIFFSthat may be relevant for the shaping of a strategy for 825/002urban finance in China. OSE Water Supply and Sewerage Case1990 - 261 pages - Shelf No. E9096 - Languages Study: Uruguay.available: E - * Ringskog, K. . Wolf, T.

Objectives: (a) to apply the theory for setting tariffs forH(@)w °@QGm a water supply and sewerage system; (b) to develop a7901009 tariff plan based on the data of the OSE study toUrban Management In Asia-Issues and promote cost efficiency, redistribute income and raiseOpportunities. revenue; (c) to evaluate and discuss the suggested

tariff structure; and (d) to compare the proposals to the• United Nations Centre for Human Settlements (Habitat) actual tariff prepared in Uruguay.* Economic Development Institute* National Institute of Urban Affairs 198 a 9 pages Shelf No. E0964 Languages

available: E . F *S .The developing countries have recently beenexperiencing very rapid rates of urbanization and urbangrowth. As a result there is a call for strengthening the JURBANWATERSUPPLYAND'SEWERAGEmanagement capabilities of urban organizationsinvolved in the augmentation and maintenance of local 830/002services. While the role of training in improving skills Water Supply Case Study-Bogota,and management capabilities hardly needs to be Colombia.emphsized, trainers in management training institutions Ringskog, K. Wolf, T.have been constrained by the general paucity ofrelevant case studies on urban finance and 1982 - 6 pages - Shelf No. E0961 * Languagesmanagement. This volume attempts to meet the needs available: E -F S .of these training institutions. It contains a set of casestudies, covering diverse elements of urban finance andmanagement, such as local taxation, fiscal transfers, RuRAL WATER SUPPLY AND SEWERAGEurban transport, solid waste disposal, water supply,shelter and redevelopment. These case studies 8351002originated at two regional seminars, held at Kuala Rural Water and Sanitation.Lumpur, Malaysia, in August 1987, and Lonawala, India, . Shipman, H.in December 1987, under the auspices of the UnitedNations Centre for Human Settlements (Habitat), the This Course Note discusses the special problems ofEconomic Development Institute, the National Institute supplying potable water and sanitary excreta disposal inof Public Administration (Malaysia), and the National rural areas as compared to urban areas. Subsequently,Institute of Urban Affairs (India). three alternative approaches for project development

are discussed, namely the Inventory Approach, the1989 - 184 pages - Shelf No. E9101 - Languages Pilot Project Approach, and the Demonstration Projectavailable: E Approach.

1982 * 12 pages - Shelf No. E0929 - LanguagesWater Supply and Sanitation available: E F -S

81 5/002Compounding and Discounting Techniques.- Malone, P. - Ringskog, K.

1982 * 11 pages - Shelf No. E0926 * Languagesavailable: E - F S *

815/003Cost Benefit Evaluation of a Water SupplyProject.* Ringskog, K.

1983 * 5 pages e Shelf No. E0967 * Languagesavailable: E e F - S.

English Training Materials 123

Women in Development Multimedia Training Techniques

870/001 900/001Women In Development-An Annotated EDI's Training Materials-A Report.Bibliography. * Hawkridge, D. * Henderson, E.*Compiled by: White, K. In 1986, EDI commissioned The Open University inThis Annotated Bibliography was prepared for the England to undertake an assessment of its trainingEconomic Development Institute by the International materials. This report is the result of that study. In itCenter for Research on Women. Its purpose is to the authors recommend a course of action for thepresent a selection of studies illustrating some of the development, production, and dissemination of trainingkey issues relating to women which arise in the design materials based on EDI's current objectives andand implementation of the major types of development capabilities.projects. The bibliography covers the following sectors: 1986 - 125 pages * Shelf No. E9047 * Languagesagriculture and rural development, water and sanitation, available: E -housing and urban services, education and training,small scale enterprises, energy, health and nutrition,and transportation. * * *

1986 * 39 pages * Shelf No. E1401 * Languagesavailable: E -

IiGQ 02smS

870/013Participation of Women in Rural RoadsMaintenance in Sub-Saharan Africa.* Kudat, A.Women are key actors in rural transport. If horsepoweris a major factor in modern transport systems, women-power is the prime mover in many rural areas. Even so,women's concerns are excluded from sector planningconsiderations. Gender-aware planning and women'sparticipation in rural roads development andmaintenance programs could: maximize returns toinvestments; facilitate program implementation; helpidentify the required complementary investments; andaddress the needs of the principal road users. Thisdocument addresses policy makers and planners of thetransport sector to provide policy rather thanoperational guidelines. It discusses why and howwomen's participation at different levels of sectorplanning should be considered. Rather than provide anactual analysis of rural roads planning, the documentoffers a review of road impacts on socioeconomicdevelopment. Special emphasis is placed oncommunication as a mechnism to facilitatepolicymakers' understanding of gender issues and toincrease women's access to information on road relatedopportunitiesWorking Paper1990 - 12 pages - Shelf No. E 1663 * Languagesavailable: E -

I

Arabic Training Materials 125

Topics

Agriculture and Rural Development 127

Energy and Power 127

Industry and Finance 128

Population, Health and Nutrition 128

Project Preparation and Appraisal 129

Project Implementation 133

Transport 134

126

Sample Entry

DocumentNumberUse on Order Form

030/031Methodology of Farm investment Analysis. Title-UseonOrderForm

Author(s) * Schaefer-Kehnert, W.This Course Note dealswith the benefit/costanalysisof on farm investments,which (to shortenthe term) is called farm investment analysis, as distinct from farm income analysis and fundsflow analysis. The paper ....1981 * 38 pages * hef. E0048 Languages availablej A * C; E* F* S *1

Date of A=ArabicPublication C=Chinese

E=EnglishF=FrenchS=Spanish

Number ofPages

Shelf NumberUse of Order Form

Arabic Training Materials 127

Agriculture and Rural Development 1 90/007National Power Company System

COURSE NOTESI Development Program 1972-1976.Minnig, E.This Case Study highlights managerial problems that

Guidelines for the Specification of Credit may occur in the Public Utilities Sector, particularly asTerms. they relate to financial performance.* Von Pischke, J. 1979 * 20 pages - Shelf No. A 1403 - Languages avail-An exhaustive list of the general principles which should able: A e E-be observed by lenders when they fix credit terms fortheir customers. These terms include the rate ofinterest, the principal amount, maturity schedules, ANALYTICAL TECHNIOUESrecovery mechanisms employed, and security orcollateral requirements. The Note also states other 195/003considerations in the evaluation of the applicant and his Christina Power Enterprise Expansion-Sensi-loan application. tivity Test on Least Cost Alternative1978 e 5pages * Shelf No. A0017. Languages available: Purin G.AeCE-FESe This Execise computes three different possible alterna-

tives of thermal power generation, using discounted030/028 cash flow and financial costs, and applying sensitivityProject Launching. tests.*EIz, D. -Kordik, H. * Meyn, K. 1981 - 14 pages * Shelf No. A1341 - Languages avail-An enumeration and brief description of the three able:A .Ephases involved in launching agriculture and ruraldevelopment projects. 195/0041981 * 6 pages . Shelf No. A0045 - Languages available: Christina Power Enterprise ExpansionA-C E - Lamson-Scribner, F. . Williams, E.

This Exercise compares three mutually exclusive030/031 alternatives based on financial costs. Project selectionMethodology of Farm Investment Analysis. is done at two different discount rates showing the- Schaefer-Kehnert, W. sensitivity of a decision to the discount rate; the

crossover or equalizing discount rate is also calculated.This Course Note deals with the benefilUcost analysis ofonfarm investments, which (to shorten the term) is 1976 - 10 pages e Shelf No. A 1347 - Languages avail-called farm investment analysis, as distinct from farm able: A - Eincome analysis and funds flow analysis. The paperexamines the difference between farm investment andother types of analysis with respect to objectives, ECONOMICS OF ENERGY/POWERmethodology, and performance criteria. It gives specific PROJECTSguidance in the phasing and order of presentation ofcosts and benefits, the projection of investment 205/001financing and the treatment of inflation. Finally Financial and Economic Analysis Caseperformance criteria and indicators are discussed and Study. Project: 75 MW Barge Power Planttheir practical application demonstrated. (Parts I and 11).1981 - 38 pages - Sheff No. A0049 . Languages avail- * Minnig, E.able:A .C-E.F.S. 190 This Case deals with the financial and economic

justification of a 75 MW conventional steam power plantinstalled on a barge.1979 - 49 pages e Shelf No. A 1344 . Languages avail-

Energy and Power able:A - E

UTILITY FINANCE DEMAND FORECASTING, ENERGY BALANCE

190/003 210/001Investment Program Financial Planning. Load Forecasting (Introduction).Minnig, E. * Minnig, E.1978 - 11 pages - Shelf No. A1404 - Languages avail-able: A EE 1978 e 17 pages Shef No. A1345 Languages avail-

128 Arabic Training Materials

210/003 Industry and FinanceLoad Forecasting: Analysis of HistoricalData. 310/011* Minnig, E. Container Industries, LTD.-A General Appraisal Case.

Magnus, C. Puri, G.1978 * 8 pages - Shelf No. A 1346 e Languages available.A.E-Se This Case covers various aspects of project appraisal

including market demand, site location, projectfinancing, financial analysis, and economic analysis.

210/005 1980 * 18 pages - Shelf No. A0285 - Languages avail-Omega Load Forecasting Case Study. able:A - E-* Minnig, E.This Case describes the methodologies, regressions 310/01 2analysis, time series, and correlation used to prepare a Introduction of Risk Analysis In Appraisal ofpower load forecast in Omega. Industrial Projects.1979 - 72 pages * Sheff No. A1402 - Languages avail- * Kohli, H.able: A -E-S- This Course Note discusses the need, evaluates the

feasibility of the introduction, and suggests possibleENERGY IN TRANSPORT AND INDUSTRY strategies for the incorporation of risk analysis

techniques in the appraisal of industrial projects.225/006 1981 * 23 pages - Shelf No. A0287 - Languages avail-Industrial Pollution Control. able: A E- O'Leary, D.This Course Note begins by discussing environmental S S Equality criteria and standards. It then deals with the FSMALLSCALEENTERPRISESJtechnology of industrial pollution control emphasizing 320/003the integrated approach. The benefits and costs of Kanoun Cannery Financial Analysis Caseindustrial pollution control are then discussed in the Study.context of the realities existing in developing countries.Non-technical measures for controlling industrial * Magnus, C. * Upper, J.pollution (such as siting) are then described. The note Deals with a financial analysis, performed from the view-closes with a discussion of future trends in the field of point of a development bank, of investment in aindustrial pollution control. proposed tomato cannery. The Case illustrates the use1983 * 34 pages * Shelf No. A 1338 - Languages avail- of financial ratios and the internal rate of return inable: A - E understanding the financial performance of a project. It

also brings out the importance of working capitalestimation and financing in a seasonal industry.

CONVENTIAL ENERGY 1982 - 16 pages - Shelf No. A0294 - Languages avail-able: A - C * E -

2351001

eCOLeary,lD. Population, Health and Nutrition- O'Leary, D.This Course Note discusses some of the major policy 480/007and management issues that should be considered Health Aspects of Watershed Developmentwhen putting national coal development programs in and Irrigation Projects.place and analyzes the available options for resolving - O'Leary, D.them. Some of the planning, technology, infrastructure,economic, environmental, social, financial, training, and This Course Note discusses the health related impactsinstitutional aspects of coal development are described, of watershed development and irrigation projects thatThis material is oriented towards professionals of are executed in hot climates. The development andenergy and power corporations associated with planning implementation of a comprehensive health managementand monitoring energy and power projects and plan for a project area is outlined with special emphasisgovernment officials of pertinent regulatory agencies. on the appropriate control measures for malaria,Chapter 4 focuses on mitigation of environmenal and schistosomiasis (bilhazia), and onchocerciasis (riversocio-economic imports and has a good 4-page tabular blindness).summary. 1982 - 27pages * Shelf No. A 1339 . Languages avail-1983 - 90 pages - Shelf No. A 1337 . Languages avail- able: A - E-able: A - E -

Arabic Training Materials 129

Project Preparation and Appraisal 550/016Bibliography of Published Materials on Ac-

IDENTIFICATION counting, Financial Analysis andManagement, and Auditing.

545/005 * Upper, J.Industrial Raw Materials and Their Impact on A brief, annotated listing of reference works and booksLocation and Appraisal of Projects. which are useful for preparing teaching materials on fi-* Lamson-Scribner, F. * Puri, G. nance for managers and project analysts with variousDiscusses implications of production and transport levels and amounts of prior experience in finance.costs of raw materials on the siting of plants. A list of Books selected contain good teaching material forquestions relevant to raw material supply and its supply individual study or for training courses. Also included issystem is included. the treatment of accountancy and finance in developing1979. 9 pages * Shelf No. A0363 . Languages available: countries.A -E g F 1982 - 9 pages - Sheff No. A0392 - Languages available:

A.E-

545/007Project Generation and Design. 550/017Elz, D. Introduction to a Financial Funds ApproachZ' ~~~~~~~~~~~for Project Analysis.

Reviews the approach to generating project ideas, for Upper J.project identification, and project preparation. The Note ' Stockard, J.- Upper, J. * Revised by: Upper, J.discusses project design and the impact of design An introduction to the concepts of language of financialalternatives on project outcome. It is based on a review funds flow analysis for projects. A distinction is madeof the same subjects in the Operational Manual of the between the flow of funds for projects and for operatingWorld Bank. entities as a whole. Illustrations are provided in both1980 - 21 pages - Sheff No. A0368 - Languages avail- graphic and tabular forms.able: A . C - E - F -S 982 - 9 pages - Shelf No. A0394 . Languages available:

A .C.E.

550/018Typical Industries Case Study.

FINANCIAL PROJECTION AND ANALYSIS | Jethra, 0. e Rao, N. * Stockard, J. * Upper, J. * Revised

550/01 2 by: Upper, J.Financial Statement Analysis: Problems of Discusses characteristic and relevant financial ratiosFinancial Statement Analysis: and balance sheet structures of different industries.Inflation and Other Pitfalls. The Case also highlights the strengths and weaknesses* Shah, B. * Revised by: Upper, J. of particular financial ratios as indicators of liquidity,This Course Note discusses various aspects of solvency, asset use, and profitability.financial statements that are subject to different 1982 - 4 pages - Shelf No. A0396 - Languages available:reporting methods and must be analyzed accordingly. A.C.E-Inflation adjustment, inventory valuation, depreciation,and price level change effects are covered, withillustrated examples. 550/0201982 - 13 pages - Shelf No. A0385 . Languages avail- Working Capital.able:Ae C Ee F. Lamson-Scribner, F. - Srinivasan, V.

This Course Note discusses working capital and project550/01 4 appraisal.Financial Transactions Exercise. 1978-8 pages- Sheff No. A0399 - Languages available:* Stockard, J. * Upper, J. A CeE-Examines the effects of simple transactions within thebalance sheet and income statement, and the effects of 550/023internal management decisions and external Using Accounting Information (Glossary)environment policy changes on the financial - Ballard, P. . Stockard, J. X Upper, J. X Revised by: Up-statements. per, J.1977- 4 pages* Shelf No. A0389 - Languages available: A brief introduction and statement of GenerallyA.E. Accepted Accounting Principles, describes some

recent developments affecting their application, andadds some general comments on the limitations of using

130 Arabic Training Materials

accounting information. A glossary of accounting and 550/029financial terms is included. ECW Canning Company 1,11 & IlIl -1982 - 24 pages - Sheff No. A0408 - Languages avail- Construction and Projections of Financialable:A e C - E e Statements.

e Puri, G. "Williams, E.

550/024 This is a three-part Exercise to introduce financial state-How Financial Transactions Are Reflected in ments. Part I deals with the construction of the threeFinancial Statements. major financial statements. Part II provides

Rydell, F. . Upper, J. assumptions to be used in projecting the samestatements into the future. Part III illustrates the

Presents brief illustrative examples of how financial computation and future projections of financial ratiostransactions are reflected in financial statements of a from the basic financial statements.simple, service-oriented enterprise like a bicycle repairshop. The same general principles illustrated here apply 1982 a 12 pages - Sheff No. A0421 - Languages avail-to enterprises producing goods for sale. However, this able:A -CE-FSNote does not address more complicated financialtransactions, such as those encountered in accounting 550/030for inventories of finished goods. Financial Ratio Analysis.1978 - 19 pages * Shelf No. A0411 - Languages avail- * Raj, J. . Upper, J.able: A * E- This Course Note describes major financial ratios used

in the analysis of projects and of their parent entities.550/025 The ratios are classified into three broad categories toCaribe Containers Corporation. cover: (a) liquidity and credit-worthiness, (b) efficiency,* Ward, W. d Revised by: Al-Bazzaz, M. and (c) profitability. They apply in principle to the

analysis of all entities that keep accounts on an accrualThis is an Exercise on economic analysis of projects. It basis, whether private or government-owned.is an introductory exercise designed to demonstrate thebasic procedures of shadow-pricing project inputs and 1982 * 28 pages - Shelf No. A0425 - Languages avail-outputs. The Exercise uses shadow price factors. It able:A-C-E-F-requires a basic understanding of financial analysis, aswell as a basic understanding of 'transfer payments' 550/032(such as taxes and subsidies), shadow-pricing, and Teaching Program In Basic Finance - Part IlIl:discounting. This exercise is the shadow price factor Analysis of Financial Statements-Ratioconterpart to "Containers Corporation of the Caribbean Analysiso560/047, which uses conversion factors. A nilliams, E.1985 - 17 pages * Sheff No. A0413 - Languages avail- This Course Note deals with ratio analysis and

able: A - E - introduces some of the common ratios that can be usedto assess the financial position of an industrial

550/027 enterprise. The Note consists of: (a) an introduction toSahara Textile Mills Financial Analysis Exer- the meaning and significance of ratios and ratidcise. analysis; (b) a list of some of the ratios that are relevant- Puri, G. Williams, E. * Revised by: Upper, J. to an industrial enterprise; (c) examples showing how

ratios differ from industry to industry. Three types ofThis is an Exercise on cost estimation, financial projec- enterprises are used: a manufacturing company, ations, breakeven, IRR caculations and sensitivity power utility and supermarket; and (d) a chart showinganalysis of a project. It also involves readers the factors that usually affect return on investment andinterpretations of the results. the limitations of ratio analysis. For remaining parts see1982 - 34 pages - Shelf No. A0416 e Languages avail- 550/041, 550/033, 550/040, and 555/055.able:A - C - E - F 1980 - 39 pages . Shelf No. A0430 - Languages avail-

able: A - E - F -550/028Teaching Program in Basic Finance (Public 550/033Utility) Part IIl: Analysis of Financial State- Teaching Program in Basic Finance --Part II:ments - Ratio Analysis. Financial Projections.* Williams, E. For remaining parts see 555/070 and * Williams, E. * Revised by: Upper, J.550/021. This Course Note provides readers with a basic under-1980 - 37 pages * Shelf No. A 1408 - Languages avail- standing of financial projections, their usefulness,able:A - E- S- objectives, methodology, and limitations. The entire

program may be followed by a more complex exercise onactual projections of the three major financial

Arabic Training Materials 131

statements. For remaining parts see 550/041, 550/032, that must be considered in project appraisal.550/040, and 555/055. 1976 - 44 pages * Shelf No. A0465 X Languages avail-1982 * 24 pages - Sheff No. A0433 . Languages avail- able: A - E * F -able: A - C * E - F -

555/027550/038 Metal Productions, Inc. Exercise.Capital Cost Analysis. * Burnett, N. * Lamson-Scribner, F. * Upper, J. * Revised* Fletcher, R. * Srinivasan, V. by: Upper, J.The purpose of this Course Note is to consider the Presents the calculation of several parameters used inprocedures and techniques used in the analysis of investment analysis using the discounted cash flowcapital cost estimates. method--Benefit-Cost Ratio, Net Present Worth, and In-1976 - 28 pages * Shelf No. A0440 - Languages avail- ternal Rate of Return. It is relatively simple. The conceptable: A E -F - of sensitivity analysis is introduced.

1982 - 10 pages - Shelf No. A0485 e Languages avail-able: A - C * E -550/040

Teaching Program in Basic Finance - Part IV:Working Capital. 555/030* Williams, E. Deriving Discounted Measures of ProjectThis Course Note introduces working capital, and Worth.provides definitions of gross and net working capital. It - Gittinger, J.lists in outline form the factors affecting working capital An introductory Exercise that illustrates computation ofrequirements, what determines the amount of working net present worth, benefit-cost ratio, and internal rate ofcapital required, guidelines for financing working capital, return. Some knowledge of the discounting technique isand factors that need to be examined to estimate helpful.working capital requirements. It also includes an 1977.4 pages -Shelf No. A0488 - Languages available:explanation of four different methods of inventory A.E*S.costing. For remaining parts see 550/041, 550/033,550/032, and 555/055.1980 * 24 pages - Shelf No. A 1405 - Languages avail- 555/032able:A -E- F S - Time Value of Money Exercise.

* Gittinger, J.

550/041 1978 - 4pages -Shelf No. A0492 - Languages available:Teaching Program in Basic Finance - Part I: A-C-E-P-S-Understanding Financial Statements.* Huang, J. * Williams, E. 555/039This program uses a step-by-step learning process that The Treatment of Profit and Interest and De-consists of a brief lecture on each learning step followed preciation In the Rate of Return onby an exercise to illustrate the learning point. For Investment.remaining parts see 550/033, 550/032, 550/040, and * Upper, J.555/055.

This Course Note explains how profit and interest are1982 - 38 pages * Shelf No. A0447 - Languages avail- treated in calculating the rate of return on investment,able: A -C -E -F- and how year by year accounted return calculations

compare with discounted computations of the internal550/049 rate of return (IRR).Relation between Financial Statements. 1982 - 6 pages -Shelf No. A0816 * Languages available:*Huang, J. A-C-E-

1975- 1 pages * Sheff No. A 1409 * Languages available:A-E-F- 555/045

Break-even Analysis.* Lamson-Scribner, F. - Puri, G.

MEASURES OF PROJECT WORTH This Course Note discusses break-even--an analytical

555/01 3 technique for studying the relationship between costTechnical Aspects of Appraisal. and revenues at different levels of production.* Lamson-Scribner, F. Puri, G. 1977- 16 pages * Shelf No. A0825 * Languages avail-

able: A - C* E * FThis Course Note examines various technical aspects

132 Arabic Training Materials

555/052 560/029How to Start an Internal Rate of Return Converting Financial Prices to EconomicCalculation. Values.* Schaefer-Kehnert, W. * Gittinger, J.A guide to finding the starting point for an internal rate of This Exercise is an in-class supplement to anreturn (IRR) calculation of a given cash flow. The Note introductory lecture on economic analysis of projects. Itpresents in two tables the IRRs of numerous uses efficiency prices and a foreign exchange premiumstandardized cash flows, one of which may be selected that assumes a shadow foreign exchange approach toas an approximation to the cash flow to be analyzed. economic valuation.The IRR of the flow selected from the tables will usually 1982 - 13 pages - Shelf No. A0550 - Languages avail-be close enough to the IRR of the actual flow to allow an able:1 A - C - Es P - S interpolation between the first two test results.1981 - 13 pages - Shelf No. A0835 * Languages avail-able: A -C -E - F P.S. 560/030

Import-Export Parity Prices Exercise.* Gittinger, J. * Mencia, L. * Ward, W.

ECONOMIC AND SOCIAL ANALYSIS Shows (a) calculation of import parity prices for import

5 60/00 4 substitutes and (b) methods of estimating the560/004 PercyPriestMultipurposeProjectJointopportunity costs of using imports to meet the marketJ. Percy Priest Multipurpose Project Joint demand. Both financial and economic costs are given.Costs Allocation. Readers must use both a shadow exchange rate and a* Gittinger, J. standard conversion factor to adjust for currency

1972- 5page -hef No.A 143 -Lanuags avilale: overvaluation, although either one serves the purpose.1972-5pages- ShelfNo.A1343-Languagesavailable: (See 560/015 "Calculating Import and Export ParityA | Ee S. e Prices" for more details.)

1982 5 pages - Shelf No. A 1051 - Languages available:560/017 A-C-E.P-S-Paula Power Enterprise Expansion EconomicComparison of Project Costs. 560/046- Burnett, N. Guidelines for Presentation of FinancialThis Exercise covers the selection of project Analysis in Staff Appraisal Reports.alternatives from an economic aspect, effectively using . Issued by: Upper, J.shadow prices. This Reprint reproduces Central Projects Note (CPN)1977. 10 pages Shelf No. A 1342 Languages avail- 3.02 of the World Bank. CPNs provide guidelines toable: A - E. World Bank staff on various aspects of methodologies

to be used in the financial, economic, and social560/02 2 analysis of projects. CPN 3.02 discusses the kind ofCalculating the Opportunity Cost of Capital. considerations one needs to take into account in

presenting financial analysis in World Bank appraisal4 Richman, R. reports. This approach may be useful for EDI

1979 - 37 pages - Shelf No. A 1406 . Languages avail- participants in developing their own guidelines.able: A - E t 1982 - 31 pages - Shelf No. A0898 - Languages avail-

able: A * C - E .

560/023Sahara Textile Mills Economic Analysis Exer- 560/051cise. Cost-Benefit Analysis: The Time Value of* Puri, G. * Williams, E. Money.This Exercise describes the calculation of the economic This self-contained program provides, sequence ofrate of return of a project using a shadow exchange audiovisual lectures, programmed instruction,rate. The net present value may also be calculated by exercises, and readings to illustrate the concept of timeusing the opportunity cost of capital in the country. value of money. The program covers the techniques of1980 - 14 pages - Shelf No. A0540 * Languages avail- compounding and discounting, the calculation of theable: A - C * E - F* total present worths of projected costs and benefits, the

techniques of cost-benefit analysis, and thecomparison of alternative investment opportunities,

Arabic Training Materials 133

taking into account the impact of time on the value of 615/028money and resources. The slide/tape presentation itself Preparing a Project Evaluation PERT/CPM.takes 35 minutes. - Espadas, 0. * Falakshahi, H. - Gittinger, J. * Snyder, J.1978 - pages - Shelf No. A9029 * Languages available: * Youker, R.A-E-F-P-S- An introductory Exercise to prepare a simple network

diagram in either precedence, arrow, or time-scaleDEMAND FORECASTING AND MARKETING | format. It illustrates that these techniques can be

applied to a planning activity.565/004 1978 - 4 pages * Sheff No. A0670 * Languages available:Analysis of Time Series Exercise: Demand A.C.E.Forecasting and Consumer Marketing.* Youker, R. 615/030This is a simple Exercise on transferring a statistical CPM/PERT Critical Path Networking.table to a graphic format. It provides practice in eye- * Youker, R.fitting a graphical regression line to a set of data points.1978 - 2 pages * Shelf No. A0212 * Languages available: 1978 * 24 pages * Shelf No. A0675 - Languages avail-A.E- able:A.C-E-

565/00 6 SCHEDULING AND REPORTINGAppraisal of Demand Forecasts.-Youker, R. 620/001

Jamhuri Sawmill PERT/CPM (Follow-up Exer-1978 * 49 pages - Sheff No. A0564 - Languages avail- cise).able:A * C- E- Falakshahi, H. - Gittinger, J. * Youker, R.

1973 * I pages - Shelf No. A0682 * Languages available:565/007 AAC-E-Forecasting Methods.* Magassy, P.The purpose of this Course Note is to give an overview I COST CONTROL|of the more commonly used forecasting techniques. Itdiscusses time series analysis, correlation, and simple 625/001regression analysis in some detail, while only briefly Metal Industries (Previously, Thermodyne,touching on others. I nc.).1978 * 36 pages - Shelf No. A 1340 - Languages avail- * Edited by: Youker, R. Burnett, N.able: A - E - F . S - Describes a project that is in deep trouble and out of

control. The project, overrun in time and cost, is behindin performance and quality. The readers are expected to

Project Implementation identify the mistakes made by the project manager andprepare presentations on how they would have done it

PROJECT PLANNING (CMP/PER I better.1982 * 15 pages * Shelf No. A0692 - Languages avail-

615/013 able: A * C - E.Jamhurl Sawmill PERT/CPM & PDM Exercise.- Falakshahi, H. m Gittinger, J. - Youker, R. 625/007This is an advanced Exercise in critical path networking. Cost Accounting and Budgeting Procedures.1976 * 5 pages * Shelf No. A0650 * Languages available:A * C * E * 615/023 XYZ Problem. * Youker, R. The first Anderson, A. * Mann, J.and simplest basic exercise in CPM. This Course Note provides an introduction to the1977 2 pages - Shelf No. A0663 * Languages available: preparation of "Responsibility Budgets." Because of theA-C-E- number of people involved in the Budget process all

aspects should be coordinated by one department,Budget Planning. The Note describes the

615/026 responsibilities of this unit and stresses the need forABC Exercise. budgeting to be carried out at the point where the

Youker, R. An intermediate exercise in network budgeted activity takes place. The overheadscheduling, projections lead from management functions through

planning (the budget year and process budgeting1976 * 2 pages - Shelf No. A0667 - Languages available:A-C.E.

134 Arabic Training Materials

principles) to department budgets and, for cost controlpurpose, the reporting requirements.1981 * 48 pages - Shelf No. A1407 - Languages avail-able:A * C * E * Fe S -

PROJECT MONrrORING

645/018Project and Plan Implementation, Monitoringand Evaluation-A Workbook forPractitioners and Trainers-Arabic/English.* Al-Bazzaz, M.The primary airm of this handbook is not only to providegovernment officials, private businessmen and otherswith background information on implementationmanagement, but also to show methods of controllingproject and plan implementation, the organization of themonitoring and evaluation system, the procedures andtechniques used, and the requirements for sustainedproject benefits, etc. The four parts of the book arecomplementary to each other yet self contained andmay be used as individual modules in courses on projectimplementation, project monitoring and evaluation, andsustainability of benefits, or together in a program onproject and plan implementation and evaluation.1990 * 234 pages * Shelf No. E9095 * Languagesavailable: E -

Transport

MROADSI

720/008Exercise on Construction of a MajorHighway.* Hubert, E. * Revised by: Hogg, V. Miller, L. Magassy,P. Murray, G.Examines the construction of a major highwayconnecting two cities. It involves (a) the identificationand measurement of costs and benefits, (b) acomparison with the alternatives such as improving theexisting road and the possibility of using the railway,and (c) the impact of the new highway on the region as awhole.1975 e 16 pages . Sheff No. A0846 * Languages avail-able: A -E * F-

* * *

Chinese Training Materials 135

Topics

Agriculture and Rural Development 137

Development Banking 139

Education 139

Human Resources and Management Techniques 140

Industry and Finance 140

International Economic Issues 140

National Economic Management 141

Project Preparation and Appraisal 141

Project Implementation 148

Training of Trainers 151

Transport 151

Urban 152

136

Sample Entry

DocumentNumberUse on Order Form

I{3Q 3 1 1030031Methodology of Farm InvestmentAnalysis. Title-UseonOrderForm

Author(s) * Schaefer-Kehnert, W.This Course Note dealswith the benefit/costanalysisof on farm investments,which (to shortenthe term) is called farm investment analysis, as distinct from farm income analysis and fundsflow analysis. The paper ....1981 * 38 pages . Shelf No. E0048 *1Languages availablel A * C * E * F * S *

Date of A=Arabir,Publication C=Ch ineseE=EngIlsh

F=FrenchS=Spanish

Number ofPages

Shelf NumberUse of Order Form

Chinese Training Materials 137

Agriculture and Rural Development 030/023Appraisal and Finance of Intensive Animal

COURSE NOTES Production Schemes.* Schaefer-Kehnert, W.

030/005 This Course Note deals with the economic, social, andPrinciples of Agricultural Production financial aspects relevant to the appraisal of intensiveEconomics. animal production schemes in developing countries.* Schaefer-Kehnert, W. 1981 * 23 pages - Shelf No. C1235 - LanguagesSummarizes the central principles of agricultural available: C * E * S -production economics. An introductory note about theuse of price ratios as choice indicators in farming. Itaims at improving the readers' understanding of the 0301028relationships between farm production incentives and Project Launching.agricultural price policies. * Elz, D. . Kordik, H. * Meyn, K.1977 * 11 pages * Shelf No. C1231 * Languages An enumeration and brief description of the threeavailable: C - E -F- S - phases involved in launching agriculture and rural

development projects.

030/006 1981 - 6 pages - Shelf No. C1236 - LanguagesFarm Output and Income Measures. available:A C E-* Schaefer-Kehnert, W.Describes some of the most essential farm output and 030/031income measures and explains their computation. Methodology of Farm Investment Analysis.These measures are required to analyze (ex-post or ex- e Schaefer-Kehnert, W.ante) the annual results of any existing farming This Course Note deals with the benefit/cost analysis ofoperation with respect to its productivity and onfarm investments, which (to shorten the term) isprofitability. The Note serves also as background called farm investment analysis, as distinct from farminformation for a calculation exercise illustrating the income analysis and funds flow analysis. The paperpractical application of these measures (045/012, Rev examines the difference between farm investment andMar 77, "Farm Output and Income Measures Calculation other types of analysis with respect to objectives,Exercise"). methodology, and performance criteria. It gives1977 - 9 pages - Shelf No. C1232 - Languages specific guidance in the phasing and order ofavailable: C * E- F-S. presentation of costs and benefits, the projection of

investment financing and the treatment of inflation.030/01;1 Finally performance criteria and indicators areGuidelines 0the Specifcation of Credit discussed and their practical application demonstrated.Terms. 1981 - 38 pages * Shelf No. C1237 - Languages- Von Pischke, J. available:A - C .E - F. S -An exhaustive list of the general principles which shouldbe observed by lenders when they fix credit terms for 030/055their customers. These terms include the rate of Checklist for the Preparation of Agriculturalinterest, the principal amount, maturity schedules, Projects.recovery mechanisms employed, and security or - Schaefer-Kehnert, W.collateral requirements. The Note also states other Provides a checklist of items to be included in theconsiderations in the evaluation of the applicant and his agricultural project preparation reports submitted with aloan application. request for external financing. The list does not refer to1978 * 5 pages - Shelf No. C1233 * Languages a specific type of project and thus may need to beavailable:A -C-E-FvSv modified from case to case.

1978 v 3 pages - Shelf No. C1276 * Languages030/021 available:CeE-FePe S.Analytical Framework for Organization andManagement of Agriculture Projects.- Sachdeva, P. . Smith, W. |CASE STUDIES FOR COMPThis paper is a summary of World Bank Staff Working 040/0 23Paper, No. 375, which outlines a power analysis North China Plain Agriculture Project.approach to the design of organizational structures. * Schaefer-Kehnert, W.1980 - 10 pages - Shelf No. C1234 * Languages This Case Study is based on the first agriculturalavailable: C * E - S - development project financed by the World Bank in the

138 Chinese Training Materials

People's Republic of China. It is designed to train operations; the investment analysis examines a projectparticipants in the methodology of agricultural project of dairy development over the useful life of theappraisal. First an analysis of a basic farm investment is investment; and the funds flow analysis considers thedone and it includes the calculation of the rate of return financil situation of the farm during the repayment period(IRR), the increase in farm households' income (NBI), of the development loan.the credit financing, the sensitivity to changes in 1987 * 10 pages * Shelf No. C1241 - Languagesbenefits and costs (BCR), and the impact on farm labor available: C * E * F - S *requirements (labor profile). Secondly, the financialanalysis of a subproject is done to include thecomputation of total project costs, establishment of a 045/020financing plan, projection of farm credit disbursement Debt Capacity and How It Is Computed -and repayment schedules, and calculation of the cost Simplified Example.recovery index. In the third step the economic analysis * Von Pischke, J.of the subproject is done. It includes shadow pricing,economic rate of return calculation, and a sensitivity This Exercise attempts to explain in a simplified way thetest. The project would be the first large-scale attack on application of the concept of debt capacity to seasonalsoil salinity and waterlogging in China and serve as a loan terms. Debt capacity is derived from expectedmodel for future development of the more than 6 million Uncommitted Cash Flow adjusted for reasonableha of land in North China Plans affected by salinity and assumptions of expected adversity and for claims thatwaterlogging. The project would improve the the borrower considers more important than theenvironment for crop production and have no adverse repayment of debts to the lender undertaking theenvironmental effects. Uncommitted Cash Flow calculation. The purpose of

finding the borrower's debt capacity is to determine the1984 - 30 pages - Shelf No. C1238 - Languages loan amount that he can reasonably be expected toavailable: C - Ee -handle without embarrassment or hardship. This

Exercise is based on Course Note 030/002 "The040/024 Quantification of Farm Debt Capacity."India Rural Credit Terms Case Study. 1980 - 11 pages - Shelf No. C1242 - Languagese Schaefer-Kehnert, W. - Von Pischke, J. available: C- E F- P ' S -This Case Study is based on the Fourth AgriculturalRefinance and Development Corporation (ARDC) Credit 045/0 27Project supported by the World Bank in India. This Case The Use of Price Ratios as Choicetrains participants in designing credit terms for rural Indicators.development financing. . Schaefer-Kehnert, W.1984 - 17 pages - Shelf No. C1239 e Languages This Exercise is related to 030/005 "Principles ofavailable: C e E F- Agricultural Production Economics" and to 055/005

"Agricultural Producer Prices and Price Ratios in_________ ]Developing Countries." It illustrates the use of priceI EXERCISES | ratios as choice indicators in farm management decision045/0 1 2 making processes and it should improve understandingof the relationship between farm production incentivesFarm Output and Income Measures and agricultural price policies.Calculation.

1985 - 9 pages - Shelf No. C1243 - Languages* Schaefer-Kehnert, W. available: C - E" Fe S -Illustrates the calculation of farm output and incomemeasures considered to be key indicators in farmbusiness analysis. The Exercise uses a hypothetical 045/029farm budget based on Ethiopian farm management Farm Cash Flow Projection Exercise.figures. * Schaefer-Kehnert, W.1977 - 6 pages * Shelf No. C1240 - Languages Illustrates the phasing of a traditional and a time-available: C - E e F -S adjusted cash flow projection for the financial analysis

of a farm investment. The Exercise guides in045/01 6 establishing these cash flows and in calculating theirFarrn Income, Farm Investment and Funds internal rates of return. It also shows the scheduling ofFarm Income, F long-term and short-term credit financing, the treatmentFlow Analysis. of inflation in projecting investment financing, and the" Schaefer-Kehnert, W. computation of the net benefit increase.This Exercise combines a farm income, a farm 1981 * 12 pages * Shelf No. C1244 e Languagesinvestment and a funds flow analysis to demonstrate available: C- E * F- S -the relationships ( and differences) between these threetypes of analysis. All three are based on the same farm.The income analysis is dealing with one year of current

Chinese Training Materials 139

045/031 participants in their home countries. Based on theseOptional Use of Fertilizer Exercise. prices, a number of price ratios have been calculated

and presented in supplemental tables to demonstratei Schaefer-Kehnert, W. the use of price ratios as choice indicators in farmDemonstrates how to calculate the optimal level of crop management decision-making processes. These ratiosfertilization when an established production function may also be used to explain the impact that governmentand a given factor/product price ratio are known. It also price policies have on farmers' decisions in organizingdemonstrates how far a farmer would go in fertilizer their crop and livestock production.application if he wants to achieve a minimum 1985 - 25 pages - Shelf No. C1249 * Languagesbenefit/cost ratio. available: C E-F S-1982 - 3 pages - Sheff No. C1245 - Languagesavailable:C.E.F"S-

045/033Credit and Debt Service Phasing Exercise. Development Banking* Schaefer-Kehnert, W.This short Exercise draws the participant's attention tothe need of phasing credit disbursement and repayment FINANCIAL MANAGEMENTschedules in accordance with the principles of thediscounted cash flow analysis if such schedules are 085/003part of a benefit-cost analysis. The problem is Development Banking Management Game -explained in 030/031 "Methodology of Farm Investment Parts l-IV.Analysis," chapter 11. * Hastings, J. -1982 * 2 pages - Shelf No. C1247 - Languages Revised by: Bruck, N. The purpose of this managementavailable: C - E e F - S . game is to simulate the management and operations of a

development bank by having the work groups makedecisions on project financing, project appraisal,

LGRAPHICSANDTABLES I supervision, staffing, budgeting, and expenses for aneight-year period of operations. The rules of the game

055/001 represent generally used development banking policiesAgricultural Production Economics, and procedures. Partial results will be made knownGraphical Presentations. during the course of the game to permit appropriate- Schaefer-Kehnert, W. adjustments of policies and strategy for improving

' ~~~~~~~~~~future performance.A number of tables and diagrams related to lectures onagricultural production economics. The tables deal with 1984 - 40 pages * Shelf No. C1251 * Languagessubsistence and commercial farming, the reason for available:C-E-diversification and specialization, and thecharacteristics of agricultural technologies. Thediagrams are graphic presentations of the tablesincluded in 030/005 "Principles of AgriculturalProduction Economics." Education1980 - 9 pages - Shelf No. C1248 - Languagesavailable:C"EFS F FINANCE AND COSTING|

055/00 2 1 35/01 1Coefficients of Animal Production. Cost-Effectiveness Analysis of Alternative

SChaefrciehnerts W. AnimalProductioTeacher Training Projects.T Schaefer-Kehnert, W. b McMeekin, R. X Revised by: Bruce, C.Tables summarizing some basic technical coefficients This Exercise presents information on two alternativeand price ratios relevant to animal production. teacher training projects in a hypothetical country.1982 - 6 pages * Sheff No. C1250 - Languages Tasks required are to identify the costs of each, adjustavailable: C* E- the cost to reflect the distortion caused by foreign trade

taxes, and calculate the present value of the cost

055/005 streams. The Exercise then calls for comparing theAgricultural Producer Prices and Price projects on the basis of costs per unit of output.Ratios in Developing Countries. 1983 - 11 pages - Shelf No. C0985 - Languages* Schaefer-Kehnert, W. available: C EThis Course Note contains tables of agriculturalproducer prices that were collected by EDI course

140 Chinese Training Materials

HuILiman Resources and Note discusses the historical perspective, theHuM an tfResmoutTrces and international context, and the structure of technologyManagement Techniques markets; it indicates the technology choice problems,and discusses the nature and structure of technology

BEHAVIORAL SCIENCE policy at the national and international levels.

280/001 1986 * 20 pages - Shelf No. C0708 - LanguagesImplementing Change in Organizations (A available: C - E -Manager's Guide).* Youker, R. SMALL SCALE ENTERPRISES

1978 - 13 pages * Shelf No. C1253 - Languages 320/003available: C -E- Kanoun Cannery Financial Analysis Case

Study.280/002 - Magnus, C. - Upper, J.Management of People-Toward the Deals with a financial analysis, performed from theAccomplishment of Organizational viewpoint of a development bank, of investment in aObjectives. proposed tomato cannery. The Case illustrates the use- Youker, R. of financial ratios and the internal rate of return in

A discussion of the application of B.F. Skinner's understanding the financial performance of a project. Itprinciples of behavior modification to the management also brings out the importance of working capitalof organizations. estimation and financing in a seasonal industry.1979 - 15pages - Sheff No. C1254 - Languages 1982 * 16 pages * Shelf No. C1258 - Languagesavailable: C - E - available: A - C - E -

GENERAL MANAEETCHOICE AND MANAGEMENT OF TCNLG

285/01 3 335/026Principles and Practices of Management- Technology Acquisition, An Indian CaseSessions I & II. Study.- Minnig, E. - Ramachandra, K.This Course Note summarizes and supplements the Acquisition of industrial technology through foreignOECD publication "Modern Management" by Dick collaborations is an essential process of economicCarlson and is designed to facilitate classroom development in the third world. Some of the developingdiscussion and reduce note taking by course countries have accumulated considerable experience inparticipants. Session I covers fundamentals, planning, establishing collaborations, which could be of use to theorganization, direction, and coordination. Session i other third world countries. The experience of an Indiancovers controls, policy administration, delegation, Company with nearly 60 (1984) collaborations to itsmanagement behavior, and problem analysis. credit is used here as the basis for formulating some

general guidelines (for the benefit of others) for1980 - 32 pages - Shelf No. C1333 - Languages developing countries in the field of technologyavailable: C E- acquisition. This Indian Company is one of the

successful ventures in the Indian public sector,currently producing industrial machinery and precisiondurable consumer goods of high market acceptance.

Industry and Finance 1986 * 73 pages - Shelf No. C0140 - Languagesavailable: C . E e

310/020On Harnessing Technology to Development.e Bhatt, V.

To understand the technology choice problem facing the Intemational Economic Issuesless developed countries (LDC's), it is essential to havea historical perspective and an appreciation of the 360/001international context, a context of countries at different Balance of Payments and National Income.stages of economic and technological development and * Bhatt, V.with unequal bargaining power. It is only in the light of A surplus or deficit in a country's balance of paymentssuch understanding that it is possible to make some affects the central bank's holding of net foreigntentative suggestions with regard to the nature and echange cets ank's he onet Thisstructure of the technology policy required at the exchange assets and thus the money supply. Thisnational as well as the international level. This Course Note, ignoring the impact of the balance of payments on

Chinese Training Materials 141

monetary accounts and analysis, concentrates on the planning in which the interrelation of perspectivefunctional relationship between the balance of regional plans and operational plans, as well as thepayments and the national income accounts. necessary vertical and horizontal coordination at1975 - 15 pages * Sheff No. C0311 * Languages various levels, are explained.available: C. E. 1983 e 23 pages * Shelf No. C 1326 - Languages

available: C * E.

National Economic ManagementECONOMIC POLICY OBJECTIVES AND INSTRUMENTS

400/019Seminar Paper No. 23: Theories of 4201010Development and Development Strategy. Comparative Advantage - Definitions,- Bhatt, V. Sources, and Implication for

Industrialization.1981 - 25 pages - Shelf No. C0534 - Languages - Hirsch, S.available:C -E -

This Course Note examines some conceptualschemes/models that might serve to distinguish

REGIONAL PLANNING between suitable and unsuitable projects.1976 * 22 pages - Shelf No. C0331 Languages

41t 5 1 0 0 1 available: C - E -A Case Study of Regional DevelopmentPlanning in Malaysia: Part I and Part II.- Bruce, C. * Remy, C. 420l01 4

Interpretation and Analysis of NationalThis Case Study has three purposes: first, to provide Income Accounts.illustration of practices and approaches to regionaldevelopment planning in a middle income country in - Kumar, D. . Schlesinger, E.Asia; second, to assess the impact and recent Provides practice in organizing and interpreting nationalachievements of this country's regional development income data. Part I should help readers clarify theefforts and discuss the limits to expectations of certain definitions and computational procedures for importanttypes of policies and strategies and the opportunities macroeconomic indicators. Part II is designed torepresented by others; and third, to give the stimulate critical analysis of the national incomeparticipants an opportunity to comment on the accounts of two selected countries possessing distinctapproaches and issues spelled out in the paper and historial patterns and economic characteristics.formulate a proposition for the improvement of the 1977 * 8 pages - Shelf No. C0333 - Languagesregional development planning process currently in available: C * E *practice in this country. The Case is divided into twoparts. Part I reviews the national development issues,the regional development policies, and the planning 420/01 9process within a specific institutional framework for The Policy Framework for Industrialization.national and regional planning and implementation in * Hughes, H.Malaysia. While the first part is essentially concernedwith regional development planning on a nationwide 1979 - 18 pages - Shelf No. C0340 e Languagesbasis, Part II is concerned with the development available: C .E .problems and issues of a poor region within Malaysiaand with the strategies initiated to reduce imbalancesbetween its areas and communities. 42010271983 - 56 pages - Shelf No. C1259 - Languages Seminar Paper No. 19: Choice of1983 a 56 pages Shelf No. C1259 - Languages Technology: The Case of the Indonesianavailable: C * E *Rice Mills.

* Helmers, F.41 5/00 2Regional Development and Multilevel 1980 - 18 pages * Shelf No. C 1260 - LanguagesPlanning. available: C . E -- Yang, S.Development planning has progressed from macro to Project Preparation and Appraisalsectoral and spatial dimensions, and regional planninghas increasingly been recognized as essential to 535/006achieving a more balanced development. As regional The Project Launch Workshop Concepts.development needs to be managed at different * Satin, R.administrative levels, it is necessary to clarify its scope A Project Launch Workshop is an initial meeting of allat each level and also the interrelationships between those involved in a project to confirm agreement oflevels. The paper suggests a scheme of multilevel project objectives and to coordinate the project

142 Chinese Training Materials

activities as well as to generate commitment to the planning (opportunity studies, identification,project. preparation, budgeting, and programming) and1V982- 4 pages - Shelf No. C1261 - Languages implementation (operations, monitoring, and1982be:C- evaluation), It discusses the significance and

importance of the various phases and the need for andacceptance of a project planning/implementation

535/008 system with the political, institutional, andAspects of Project Appraisal. methodological constituent elements, which make for an* Wallis, J. - Edited by: Dowsett, A. effective system. For background material see

540/008.This Course Note is designed to be used to plan coursesand to introduce the appraisal phase in courses on the 1982 - 24 pages e Shelf No. C1262 - Languagesproject cycle. It is structured to emphasize the six main available: C * E- F - S elements of project appraisal (technical, financial,commercial, sociological, institutional, and economic). 540/008

1984 - 31 pages * Shelf No. Cl146 - Languages Types of Planning In Economic Development.available: C - E .F S - - Bruce, C.

This Course Note provides useful background material535/013 for 540/007 'The Project Cycle - An Introduction to theThe Objectives, Context, and Strategies of Stages of Project Planning and Implementation". ItDevelopment Projects. opens with a brief discussion of the nature and* Canon-Olivares, P. - Wallis, J. - Edited by: Dowsett, A. characteristics of planning and then provides a typologyof planning. The relationships betweenThe purpose of this Course Note is to present a spatial/institutional and a functional classification offramework and set of terminology to be used during a planning are analyzed, using an idealized Planningcourse on project preparation and/or appraisal. Classification Matrix, to emphasize the plan andConcepts are introduced which are developed more fully importance of project planning and to identify some ofin other course notes, but they are not discussed in any the institutional constraints to effective planning.detail in this note.

1981 - 12 pages - Sheff No. C1263 - Languages1984 - 15 pages - Shelf No. C0778 e Languages available: C. E- Favailable: C e E

540/01 1535/014 The Project Cycle Exercise.Nature of a Project Strategy. - Casse, P. - Edited by: Thorson, L. Youker, R.- Ribon, B. - Edited by: Dowsett, A. This Exercise is a practical illustration of the stepsThis Note shows how the four aspects of any project, involved in the cycle of a typical industrial project. Itpeople, products, finance, and time, are consists of twenty activities in the life of a projectinterdependent, and how they should be considered beginning with identification and ending with the lastwhile planning a project strategy. element in supervision.

1984 - 18 pages - Shelf No. C1204 - Languages 1984 - 3 pages e Shelf No. C1264 - Languagesavailable: C - E- F- S available: C G E e

PROJECT CYCLE

5 40/0 0 6 540/006 | IDENTIFI~~~~~~~~~~~CAT ION|The Project Cycle.- Baum, W. 545/007This Course Note contains a summary of the basic Project Generation and Design.phases of the project cycle. - Elz, D.1982 - 14 pages - Shelf No. C0864 - Languages Reviews the approach to generating project ideas,available: C - E F *S - project identification, and project preparation. The Note

discusses project design and the impact of designalternatives on project outcome. It is based on a review

540/007 of the same subjects in the Operational Manual of theThe Project Cycle--An Introduction to the World Bank.Stages of Project Planning andImplementation. 1980 - 21 pages - Shelf No. C1266 - Languages- Bruce, C. available:A * E.F.S-

This Course Note introduces the reader to the conceptsand purpose of the various stages (phases) of project

Chinese Training Materials 143

accounting information. A glossary of accounting andFINANCIAL PROJECTION AND ANALYSIS financial terms is included.

550/01 2 1982 - 24 pages - Sheff No. C1270 - LanguagesFinancial Statement Analysis: Problems of available:A - C - E -Inflation and Other Pitfalls.- Shah, B. * Revised by: Upper, J. 550/027This Course Note discusses various aspects of Sahara Textile Mills Financial Analysisfinancial statements that are subject to different Exercise.reporting methods and must be analyzed accordingly. * Puri, G. - Williams, E. * Revised by: Upper, J.Inflation adjustment, inventory valuation, depreciation, This is an Exercise on cost estimation, financialand price level change effects are covered, with projections, breakeven, IRR caculations and sensitivityillustrated examples. analysis of a project. It also involves readers'1982 * 13 pages * Sheff No. C1267 * Languages interpretations of the results.available:A - C-E-F 1982 - 34 pages - Shelf No. C1272 * Languages

available: A * C * E * F .550/017Introduction to a Financial Funds Approach 550/029for Project Analysis. ECW Canning Company 1,11 & III -* Stockard, J. * Upper, J. * Revised by: Upper, J. Construction and Projections of FinancialAn introduction to the concepts of language of financial Statements.funds flow analysis for projects. A distinction is made * Puri, G. * Williams, E.between the flow of funds for projects and for operating This is a three-part Exercise to introduce financialentities as a whole. Illustrations are provided in both statements. Part I deals with the construction of thegraphic and tabular forms. three major financial statements. Part II provides1982 - 9 pages - Shelf No. C1334 - Languages assumptions to be used in projecting the sameavailable: A E C-E statements into the future. Part IlIl illustrates the

computation and future projections of financial ratios550/01 8 from the basic financial statements.Typical Industries Case Study. 1982 * 12 pages - Shelf No. C1274 - Languages* Jethra, 0. - Rao, N. * Stockard, J. * Upper, J. * Revised available:A - C- E - F S -by: Upper, J.Discusses characteristic and relevant financial ratios 550/030and balance sheet structures of different industries. Financial Ratio Analysis.The Case also highlights the strengths and weaknesses * Raj, J. - Upper, J.of particular financial ratios as indicators of liquidity, This Course Note describes major financial ratios usedsolvency, asset use, and profitability. in the analysis of projects and of their parent entities.1982 * 4 pages - Shelf No. C1268 - Languages The ratios are classified into three broad categories toavailable: A - C-E- cover: (a) liquidity and credit-worthiness, (b) efficiency,

and (c) profitability. They apply in principle to the550/0 2 0 analysis of all entities that keep accounts on an accrualWorking Capital. basis, whether private or government-owned.

Lamson-Scribner, F. .Srinivasan, V. 1982 - 28 pages - Shelf No. C0426 - Languagesavailable: A * C - E F-This Course Note discusses working capital and projectappraisal.

1978 -8 pags - Shff No C1269- Lanuages 5 50/03 31978 e 8 pages -SheH No. 01269 e Languages Teaching Program in Basic Finance --Part II:avai/able: A C E. @ Financial Projections.

v Williams, E. . Revised by: Upper, J.550/023 This Course Note provides readers with a basicUsing Accounting Information (Glossary), understanding of financial projections, their usefulness,* Ballard, P. * Stockard, J. * Upper, J. * Revised by: objectives, methodology, and limitations. The entireUpper, J. program may be followed by a more complex exercise onA brief introduction and statement of Generally actual projections of the three major financialAccepted Accounting Principles, describes some statements. For remaining parts see 550/041, 550/032,recent developments affecting their application, and 550/040, and 555/055.adds some general comments on the limitations of using 1982 * 24 pages * Shelf No. C1173 - Languages

available: A - C e E e F -

144 Chinese Training Materials

550/041 555/036Teaching Program in Basic Finance - Part l: Time Value of Money Reservoir ConstructionUnderstanding Financial Statements. Staging.* Huang, J. * Williams, E. * Huang, J.This program uses a step-by-step learning process that Provides a very simple illustration on the use ofconsists of a brief lecture on each learning step followed discounting to determine between the alternatives ofby an exercise to illustrate the learning point. For complete construction of a project now or building it inremaining parts see 550/033, 550/032, 550/040, and stages. The Case also illustrates the effect on this555/055. decision by changes in demand trend and the discount

1982 e 38 pages - Sheff No. C1275 - Languages rate.available: A * C-E-F* 1976 - 5 pages * Sheff No. C1280 - Languages

available: C e E .S

550/042Electrification vs. Dieselization: The 555/037Conflict between Financial and Economic Cost-Benefit Analysis: Techniques, Uses,Analysis. and Limitations.- Bruce, C. * Sirken, l.This discussion Case presents the choice between Reviews the major elements of cost-benefit analysiselectrifying and dieselizing a railway line. It first and its application to education programs and projects.presents the choice facing a railway administration, 1979 - 32 pages - Shelf No. C0500 - Languageswhere the financial costs of both alternatives are available: C-Ediscounted over the life of the project to obtain the totalpresent worth of the costs valued at financial (market)prices. It next looks at the alternatives from the point of 555/039view of the country as a whole, replacing financial with The Treatment of Profit and Interest andeconomic prices, where the common unit of account or Depreciation in the Rate of Return onnumeraire is "border prices" -- the distortions between Investment.traded and non-traded goods caused by foreign trade * Upper, J.goods expressed in a domestic currency unit by aStandard Conversion Factor to express the non-traded This Course Note explains how profit and interest aregoods in their border price equivalent values. Various treated in calculating the rate of return on investment,policy issues are then raised for discussion. and how year by year accounted return calculations

compare with discounted computations of the internal1983 - 9 pages * Sheff No. C0450 - Languages rate of return (IRR).available: C - E

1982 - 6 pages - Shelf No. C1281 e Languagesavailable: A - C - E -

MEASURES OF PROJECT WORTH

555/027 555/045Metal Productions, Inc. Exercise. Break-even Analysis.* Burnett, N. . Lamson-Scribner, F. * Upper, J. * Revised * Lamson-Scribner, F. * Puri, G.by: Upper, J. This Course Note discusses break-even--an analyticalPresents the calculation of several parameters used in technique for studying the relationship between costinvestment analysis using the discounted cash flow and revenues at different levels of production.method--Benefit-Cost Ratio, Net Present Worth, and 1977 - 16 pages - Shelf No. C 1282 - LanguagesInternal Rate of Return. It is relatively simple. The available:A-C-E-F-concept of sensitivity analysis is introduced.1982 * 10 pages * Sheff No. C1277 * Languages 555/047available: A - C * E - The Magic Number of 72 (or Doubling at

Compound Growth).

555/032 * Malone, P.Time Value of Money Exercise. 1977 - 2 pages * Shelf No. C 1199 * Languages* Gittinger, J. available: C - E -

1978 e 4 pages e Sheff No. C1279 e Languagesavailable: A - C .E ' P - S e

Chinese Training Materials 145

555/052 ECONOMIC AND SOCIAL ANALYSISHow to Start an Internal Rate of ReturnCalculation. 560/01 2*Schaefer-Kehnert, W. Economic Analysis of Projects - EconomicA guide to finding the starting point for an internal rate of Rate of Return.return (IRR) calculation of a given cash flow. The Note * Lamson-Scribner, F. - Puri, G.presents in two tables the IRRs of numerous This Course Note discusses the economic analysis of astandardized cash flows, one of which may be selected proposed steel mill project.as an approximation to the cash flow to be analyzed.The IRR of the flow selected from the tables will usually 1976 * 15 pages * Shelf No. CI186 * Languagesbe close enough to the IRR of the actual flow to allow an available: C E.interpolation between the first two test results.1981 - 13 pages - Sheff No. C1283 * Languages 560/015available:A e C - E * Fe P .S - Calculating Import and Export Parity Prices.

- Ward, W.555/062 Describes simple methods of calculating domesticMeasures of Project Worth - Various Tests equivalent prices from world market prices for use infor Evaluating Investments. project appraisal. These domestic equivalents are- Burnett, N. . Lamson-Scribner, F. termed 'import parity' prices.This Course Note discusses various tests for evaluating 1983 - 19 pages * Shelf No. C1287 - Languagesinvestments. available: C * E - P - S e

1979 e 12 pages * Shelf No. C1284 * Languagesavailable: C . E . F. 560/0 23

Sahara Textile Mills Economic AnalysisExercise.

555/0 63 * Puri G. - Williams, E.Business Transactions and Their Effect onFinancial Statements--Parts I, II, and Ill This Exercise describes the calculation of the economic

Magnus, C. - Upper, J. rate of return of a project using a shadow exchangerate. The net present value may also be calculated by

This is a three part Exercise describing a series of using the opportunity cost of capital in the country.business transactions involving a bicycle repair shop.For each transaction, the reader is to show how the 1980 a 14 pages e Shelf No. CF1288 Languagesshop's Balance Sheet (I), Income Statement (II), and available:A*CE.FCash Flow Statement (Ill), are affected.1982 * 41 pages * Shelf No. C1285 e Languages 56 0/0 24available: C * E - Economic Selection of Project Alternatives.

* Burnett, N.555/06 9 The Exercise reexamines project alternatives rankingOn the Use of Common Units of Account In by the introduction of shadow prices for labor andCost-Benefit Analysis. foreign exchange.e Bruce, C. 1980 * 9 pages - Shelf No. C1289 - LanguagesIn cost-benefit analysis, costs and benefits appropriate available: C . E- S to the kind and level of analysis being undertaken haveto be identified and valued in terms of common units of 560/0 25account or "numeraires." Such common units of Thailand-Chao Phya Irrigation Improvementaccount have to reflect the objectives of the analysis, State Il-Economic and Social Analysis.which may contain more than one element. Part of thecomplexity of modern cost-benefit analysis results from - Ferrer, V.the need to take account of composite objectives, and This Case Study presents the methodology of economicpart from the process of converting values expressed in and social analysis of projects as applied to a realseveral different units of account into one common unit irrigation project. It requires the preparation ofof account appropriate to the level of analysis. The economic and social cash flows with use of conversionpurpose of the Course Note is to explain the processes factors and other national parameters (Squire-van derinvolved and to define the common units of account Tak methodology) and the calculation of the economicused in financial, economic, and social cost-benefit and social Internal Rates of Return and Net Presentanalysis. Worth. It also discusses the implications of such type1982 * 24 pages - Shelf No. C0883 - Languagesavailable: C - E-

146 Chinese Training Materials

of analysis on the allocation of resources and on the 560/033, and 575/020, respectively. Part B consists ofdistributional impact of such projects. Modules I, II, and l1l, numbers 630/005, 620/010, and1981 - 37 pages - Shelf No. C0545 * Languages 645/002 respectively.available: C E - 1983 - pages * Shelf No. C1379 - Languages

available: C * E .

56010 29Converting Financial Prices to Economic 560/034Values. The Institutional Framework for Planning* Gittinger, J. Regional Development in China-A PreliminaryThis Exercise is an in-class supplement to an Assessment.introductory lecture on economic analysis of projects. * Bruce, C. . Remy, C.It uses efficiency prices and a foreign exchange This Course Note provides a descriptive background topremium that assumes a shadow foreign exchange the system of government administration and planningapproach to economic valuation. in the People's Republic of China, looked at from the1982 - 13 pages - Sheff No. C1290 - Languages point of view of regional development planning. Itsavailable:A - C - E - P - S - purpose is to provide a factual basis and overview of the

institutional aspects of development administration andplanning in a very large, centrally planned socialist

560/030 economy--providing a framework for analysis of theImport-Export Parity Prices Exercise. institutional strengths and weaknesses of the system.* Gittinger, J. . Mencia, L. X Ward, W. 1983 * 18 pages - Shelf No. C1292 - LanguagesShows (a) calculation of import parity prices for import available: C -E -substitutes and (b) methods of estimating theopportunity costs of using imports to meet the market 560/035demand. Both financial and economic costs are given. Opportunity Costs in Economic Analysis.Readers must use both a shadow exchange rate and astandard conversion factor to adjust for currency - Bruce, C.overvaluation, although either one serves the purpose. The concept of opportunity cost is the fundamental(See 560/015 'Calculating Import and Export Parity basis for all cost-benefit analyses. In financial cost-Prices" for more details.) benefit analyses, costs and benefits are valued at1982 - 5 pages - Sheff No. C1291 - Languages "financial prices" -- either market-determined prices oravailable:A . C- E* P - S - administered prices set by some price control authority-

-and we are looking at net benefits from the point of viewof the individual enterprise or the project beneficiaries.

560/032 In economic cost-benefit analyses, with which this NoteChao Phya Irrigation Project Case Study- is concerned, we are interested in the use of real, notPart A: Project Planning-Module IlIl: financial, resources and with external effects; we areEconomic Analysis. looking at net benefits from the point of view of society* Bruce, C. - Chang, J. * Kimaro, Y. or the economy as a whole.In this third module, the analysis carried out in Module II 1983 - 7 pages - Shelf No. C1293 - Languages--Farm and Financial Analysis--is modified by (a) available: C - E -replacing "financial prices" by "efficient" or "shadowprices" or "accounting prices" in order to ensure that 560/044only the real resources used in the project are used, and A New Approach to the Economic Analysis of(b) to take account of the "distortions" caused by Projects.market imperfections and domestic and foreign tradetaxes, subsidies, and quantitative restrictions. The *Ray, A. - Van der Tak, H.common unit of account or numeraire used is "border The calculation of an economic rate of return hasprices measured in border accounting baht (the name become a standard feature of project evaluation. Yet,for the Thai currency)." The analysis was done with the as traditionally defined, the rate of return does not focusassistance of FARMOD, a data processing computer adequately on the scarcity of investable resourcesmodel being developed by the World Bank, but the faced by developing countries, nor on their need toprocess of moving from financial to economic analysis alleviate extreme poverty. A new approach in projectis explained using a number of disaggregated analysis has therefore been developed that provides aconversion factors. Two exercises are included to framework designed to assist systematic decisionfamiliarize participants with the application of making in this area.conversion factors and in a third exercise participants 1979 * 5 pages * Shelf No. C 1380 * Languagesare required to calculate the economic NPW and IRR available:C-E-and answer some questions relating to economicanalysis. Estimated time for the exercise is one hour.Modules I, II, IV, and V of Part A are 535/001, 550/045,

Chinese Training Materials 147

560/046 |SENSrITVITY AND RISK ANALYSISGuidelines for Presentation of FinancialAnalysis in Staff Appraisal Reports. 575/005* Issued by: Upper, J. Applying Decision Tree Analysis to a NaturalThis Reprint reproduces Central Projects Note (CPN) Resource Investment Problem.3.02 of the World Bank. CPNs provide guidelines to * Kumar, D.World Bank staff on various aspects of methodologies Designed for in-session work in conjunction withto be used in the financial, economic, and social 575/009 "Introduction to Decision Analysis." Readersanalysis of projects. CPN 3.02 discusses the kind of are asked to use the analysis to (a) identify the natureconsiderations one needs to take into account in of the problem, (b) identify and evaluate thepresenting financial analysis in World Bank appraisal uncertainties involved, (c) explore the possiblereports. This approach may be useful for EDI alternatives, and (d) suggest a feasible strategy forparticipants in developing their own guidelines. decision making.1982 * 31 pages * Shelf No. C1294 - Languages 1976 * 9 pages * Shelf No. C0586 * Languagesavailable: A - C . E - available: C G E . F-

560/047 575/009Containers Corporation of the Caribbean. Introduction to Decislon Analysis.* Ward, W. * Revised by: Gittinger, J. Zuckerman, E. * Kumar, D.Pena, E. Introduces some of the basic elements of statisticalThis in an Exercise on economic and financial analysis decision analysis: expected value and probability,of projects. It is an introductory Exercise designed to single-stage decision rules, decision tree analysis,demonstrate the basic procedures of shadow pricing expected utility, and the weight of multiple objectives.project inputs and outputs. This Exercise uses Readers must have some knowledge of cost-benefitconversion factors. The Exercise requires a basic analysis. It is designed to supplement seminar roomunderstanding of financial analysis, as well as a basic exposition and should be read both before and afterunderstanding of "transfer payments" (such as taxes such exposition.and subsidies), shadow pricing, and discounting. ThisExercise is the conversion factor counterpart to "Caribe 1976 a 10 pages C SheFf No. C0592 - LanguagesContainers Corporation" 550/025. available: C - E - F1982 - 18 pages - Shelf No. C1271 - Languagesavailable: C - E - 575/011

Risk and Sensitivity Analysis In theEconomic Analysis of Projects.

Seminar Paper No. 18: Cost-Benefit D Issued by: Bruce, C.Analysis and Decision Making. This Reprint reproduces Central Projects Note (CPN)* Helmers, F. 2.02 of the World Bank. CPNs provide guidelines toWorld Bank staff on various aspects of methodologies1980 * 19 pages * Shelf No. C1295 Languages to be used in the financial, economic and social analysisavailable:C.E- of projects. CPN 2.02 discusses the need to take

account of the range of possible variations in the valuesof basic project parameters due to the uncertainty

DEMAND FORECASTING AND MARKETING regarding the method of interpreting and presenting asensitivity test; it also clarifies the nature of

565/006 quantitative risk analysis and indicates theAppraisal of Demand Forecasts. circumstances when such analysis is desirable.- Youker, R. 1981 - 17 pages - Shelf No. C1388 - Languages

available: C.eE.F.S .1978 - 49 pages - Shelf No. C1327 Languagesavailable: A - C - E -

575/012Sensitivity Analysis of the Rate of Return on

565/009 a Manufacturing Investment.Appraisal of Marketing Systems. - Burnett, N. - Ferrer, V. * Revised by: Schlesinger, E.. Youker, R. Involving only the calculation of an alternative internal1977 * 36 pages - Sheff No. C1296 * Languages rate of return, this Exercise introduces the concept ofavailable: C - E- sensitivity analysis and its interpretation.

1976 - 2 pages - Shelf No. C0597 - Languagesavailable: C@ E@

148 Chinese Training Materials

575/013 605/018Sensitivity Analysis. Problems in Implementing Development* Malone, P. Projects.

*Burnett, N. * Youker, R.1977 - 6 pages * Sheff No. C0599 - Languages -Bret .- Yue,R1977l* C p E . L This Course Note highlights seven major problems thatavailable:Wc- C Eimpede the implementation of development projects.

The annexes provide a detailed listing of the manyEX-POST EVALUATION | difficulties that can arise in rural development projects

(Annex I) and in the early stages of the project cycle580/009 (Annex II).Ex-Post Evaluation of Projects. 1981 * 25 pages * Shelf No. C1300 - Languages* Malone, P. available: C * E - F-This Course Note is a simple introduction to ex-postevaluation of projects. It defines the concept, indicates PROJECTOBJECTIVES AND WORK BREAKDOWN STRUCTUREwhy it is important, and then presents a frame ofreference, or yardstick, for conducting such an 610/005evaluation. It includes environment as a criteria to be Project Definition and Work Breakdownexamined. Structure Exercise.1979 * 6 pages * Sheff No. C1352 * Languages * Youker, R.available: C - E - S * Discusses a systematic method for breaking down a

Project Implementation project into activities for scheduling purposes.1977 2 pages * Shelf No. C1301 * Languagesavailable: C * E -

60 5/004Some Thoughts on Project Management.-Huang, J. 61 0/007

Project Management Process- ProjectThe role of project management has always been the Definition and Work Breakdown Structure.subject of much controversy among people working inthis field. In this Course Note a fresh look is taken at * Youker, R.what project management is by examining what it is 1978 - 32 pages - Shelf No. C1302 - Languagessupposed to do and how it is executed in an available: C * E -organization. The paper also discusses what a projectmanager should know in order to manage a projecteffectively. 610/0081977 * 11 pages * Shelf No. C0077 e Languages Project Management Case Study--Sungamavailable: C -E -F -S- Hydro-Electric Project II.

- Huang, J. - Magnus, C.

6 05/00 9 This Case is concerned with a debate between; theToward Better Project Implementation. employer (owner) and consulting engineer over aVariation Order made out by the latter to the contractor- Israel, A. for changes in contracted work. The changes requiredThis Reprint summarizes the World Bank's experience new prices to be negotiated between the consultingwith the implementation of projects. engineer and the contractor, and a resultant substantial1980 - 4 pages * Shelf No. C 1332 * Languages increase over the contract sum. The justification for theavailable: C* -p * S financial terms agreed upon and the authority of the

consulting engineer to act without prior consultation withthe employer were central issues.

605/010 1980 * 32 pages * Shelf No. C1303 * LanguagesProblems of Implementation. available: C * E -* Bowden, P.

1980 * 34 pages * Sheff No. C1331 * Languages 610/009available: C- E- Defining the Hierachy of Project Objectives.

* Burnett, N. * Youker, R. - Edited by: Dowsett, A. -Revised by: Youker, R.This Course Note introduces the concepts of theHierarchy of Objectives and the Means-Ends Chain to

Chinese Training Materials 149

help define and clarify objectives for both the design 615/030and the ex-post evaluation of projects. CPM/PERT Critical Path Networking.1983 - 11 pages - Sheff No. C1304 * Languages * Youker, R.available: C * E - F- S -

1978 * 24 pages * Shelf No. C1312 - Languagesavailable: A * C * E.

6 10/01 0A New Look at WBS (Work BreakdownStructure). 615/033* Youker, R. The Basics of Critical Path Methods.This Course Note discusses the process of defining - Malone, P.project objectives and breaking the project down into 1976 * 4 pages * Shelf No. C1313 - Languagessubprojects for planning purposes. available: C * E - F- S 1980 - 9 pages * Shelf No. C1305 - Languagesavailable: C . E-

SCHEDULING AND REPORTING

PROJECT PLANNING (CPM/PERT) 620/001Jamhuri Sawmill PERT/CPM (Follow-up

6151013 Exercise).Jamhurl Sawmill PERT/CPM & PDM Exercise. * Falakshahi, H. . Gittinger, J. . Youker, R.* Falakshahi, H. * Gittinger, J. * Youker, R. 1973 - I pages Shelf No. C1315 - LanguagesThis is an advanced Exercise in critical path networking. available: A * C - E1976 * 5 pages * Sheff No. C1306 e Languagesavailable:A- C-E-6

6 20/005Wastewater Disposal Project.

61m5/01p9 M Huang, J. - Williams, E.Computer Processing of CPM Networks. Deals with the monitoring of progress during project*Youker, R. implementation and the re-analysis of a CPM/PDM

1977 b 10 pages - Shelf No. C1308 * Languages network to review project status. Also dealt with are theavailable: C - E *various ways in which project time can be reduced and

the reduction of project time justified.1977 - 8 pages * Shelf No. C0059 * Languages

fi15/0 23 available: C - E -XYZ Problem.

* Youker, R. 620/009The first and simplest basic exercise in CPM. Project Scheduling and Resource Allocation.1977 - 2 pages - Shelf No. C1309 - Languages * Youker, R.available: A - C - E -

1981 - 7 pages - Shelf No. C1316 * Languagesavailable: C - E - 625

615/026ABC Exercise.- Youker, R. COST CONTROLAn intermediate exercise in network scheduling. 625/0011976 - 2 pages - Shelf No. C1310 - Languages Metal Industries (Previously, Thermodyne,available: A * C - E - I n c.).

- Edited by: Youker, R. Burnett, N.615/028 Describes a project that is in deep trouble and out ofPreparing a Project Evaluation PERT/CPM. control. The project, overrun in time and cost, is behind* Espadas, 0. * Falakshahi, H. - Gittinger, J. * Snyder, J. in performance and quality. The readers are expected• Youker, R. to identify the mistakes made by the project managerAn introductory Exercise to prepare a simple network and prepare presentations on how they would have donediagram in either precedence, arrow, or time-scale it better.format. It illustrates that these techniques can be 1982 * 15 pages - Shelf No. C1317 - Languagesapplied to a planning activity. available: A * C - E.1978 - 4 pages * Shelf No. C1311 * Languagesavailable: A - C - E -

150 Chinese Training Materials

6 25100 2 JPROCUR TCost Control In Project Management.* Youker, R. 635/004

Evaluation of Bids for Vehicles.1977 * 14 pages * Sheff No. C1318 * Languages .Srinivasan, R.available: C - E- S -

Designed to take into account, for evaluation purposes,inland transport costs, delivery time, variations in

625/006 stipulated payment terms, and domestic priceProject Reporting (MIS). preference. The objective is to determine the lowest- Youker, R. evaluated bid.

1981 - 10 pages * Sheff No. C1353 * Languages 1978 - 2 pages Shef No. C1356 Languagesavailable: C * available: C -E -F -S-

6 25/00 7 635/00 8Cost Accounting and Budgeting Procedures. Procurement Through InternationalCompetitive Bidding for Projects.

Anesn A. ' Man* * Srinivasan, R.This Course Note provides an introduction to the ThisC n, alpreparation of "Responsibility Budgets." Because of the This Course Note, a composition of lecture notes, dealsnumber of people involved in the Budget process all with the important issues of procurement throughaspects should be coordinated by one department, international competitive bidding for projects.Budget Planning. The Note describes the 1980 * 9 pages * Shelf No. C1330 - Languagesresponsibilities of this unit and stresses the need for available: C * E - F . S -budgeting to be carried out at the point where thebudgeted activity takes place. The overheadprojections lead from management functions through 635/010planning (the budget year and process budgeting Evaluation of Bids for Equipment.principles) to department budgets and, for cost control * Malone, P.purpose, the reporting requirements. Evaluation of bids for equipment involves not only a1981 - 48 pages * Sheff No. C1319 * Languages comparison of the equipment offered with theavalable:A C-E-F.S- specification in the bidding documents, but also

judgement on "quality" factors and in their consequentuse--factors that are difficult, if not impossible, to

625/009 specify. Often the decision is how much to pay forProject Cost Control. these quality factors. This Note describes briefly two

Burnett, N. - Youker, R. methods of approaching the problem: (1) using theThis brief Note outlines why a project manager must be concept of Total Cost Bidding (sometimes referred to as-oncerned with project cost control and describes the Life-Cycle Costing), and (2) using a merit-point or

essential elements in doing it. weighting systems.1980 - 11 pages - Sheff No. C1354 - Languages 1981 * 2 pages Shelf No. C1389 - Languagesavailable C -E -F -S - available: C * E- S -

|ORGANIZATIONAL DESIGN TEAM BUILDING

630/00 4 640/00 3Damaa--Special Drainage Project--Who Team Building.Should Be Project Manager. * Youker, R.

* Peat, Marwick, Livingston and Co. - Edited by: 1982 - 17 pages * Shelf No. C 1328 * LanguagesBurnett, N. Youker, R. available: C EThis Case asks participants to select a project managerfor a large and important new rural development projecton the basis of information that has been collected 640/004about the three leading candidates. It requires Teamwork Assessment Exercise.participants to consider the appropriate criteria for * Casse, P.selecting a manager and to assess promising though 1981 - 3 pages - Shelf No. C1322 Languagesdifferent candidates. 1981be C - E -available: C .1982 * 14 pages - Shelf No. C1320 * Languagesavailable: C * E

Chinese Training Materials 151

Training of Trainers 675/003Considerations for Writing Case Studies.

670/001 * Cohen, B.Methods and Techniques for Adult LearningPrograms. 1978 * 8 pages * Shelf No. C0744 e Languages- Nadler, L. - Compiled by: Youker, R. available: C - E -

1979 - 46 pages * Shelf No. C1278 e Languagesavailable: C - E - 675/004

Teaching by the Case Method.

670/00 2 * Felton, E.Summary of Learning Theories in Adult 1979 - 24 pages - Shelf No. C0746 - LanguagesEducation. available: C - E -* Compiled by: Youker, R.

1977 - pages - Shelf No. C1329 - Languagesavailable: C - E-

Transport670/030Assessing Trainability. 705/005

Maximizing the Use of Existing Transportw Salem, C. Infrastructure.

Training needs assessments (TNA) are necessary to * Malone, P.the design of training programs. However, suchassessments need not be conducted until it is This Course Note is intended to stimulate interest in,reasonably demonstrated that the problems identified and provide guidance for, maximizing the utilization ofare likely to be amenable to training at all. In this transport infrastructure -"making the most out of what ismanner, the TNA can be used as an effective diagnostic already there before contemplating major newtool for improving the performance of organizations. investment." The Note is divided by transport modesAssessing the trainability of specific performance (although as indicated, two or more modes might welldefficiencies consists in determining the following have to be considered, simultaneously) and addressesprobabilities: that training is a realistic strategy for only the more common modes in developing countries.bringing about the desired improvements; that changes For each mode, some general "performance indicators"in contextual factors will not increase the likelihood of are given, followed by (1) physical measures and (2)training program failure, and that there is a manageable policy measures that might be appropriate to improvetime frame for the benefits of training. Assessing the utilization.trainability of problem situations will increase the 1979 - 46 pages * Shelf No. C1323 * Languagesprobability that TNA is used as an instrument to deal available: C - E-with problems for which training is a realistic approach.It will also increase the probability that training efforts,when undertaken, will yield improvements in 705/011performance. Planning for the Transport Modes.1986 - 32 ,Jages - Shelf No. C1538 * Languages * Malone, P.available: C e E- This Course Note outlines the steps required in planning

logically for the transport modes (roads, railways, port,etc.) It comprises (1) a brief statement on planning at

CASE METHoD both the sectoral level and the modal level and (2) adiagram indicating the steps required for planning,

675/001 particularly at the modal level. To keep the diagramComments on Case Writing. readily understandable, the latter develops the planning* Magnus, C. process for just one mode--roads--but the steps and the

logic are equally applicable to the other modes.1978 C 4 E S 1981 * 4 pages - Shelf No. C01324 Languagesavailable; C. E available: C - E -

675/00 2Case Study Analysis.* Magnus, C.

1978 * 5 pages * Shelf No. C0742 - Languagesavailable: C . E

152 Chinese Training Materials

Urban

SITES AND SERVICES|

770/00 2Pricing Sites and Service Units (Jamaica).* Myers, M. * Sirken, i.Deals with the use of pricing to promote and reconciletwo conflicting objectives: financial viability of theproject and equity in the distribution of its benefits tolow-income families.1979 * 7 pages - Sheff No. C0118 - Languagesavailable: C E-

SQUATTER UPGRADING

775/00 2The Lyari Improvement Project: A CaseStudy in Economic Analysis.a Kanoun, S. e Sirken, 1. * Revised by: Leslie, J.An Case Study in identifying and measuring theeconomic benefits of a squatter upgrading project.1982 - 7 pages - Shelf No. C1335 - Languagesavailable: C - E-

URBAN FINANC

7851004The Pricing of Public Urban Services.- Sirken, i.Describes (a) in nontechnical language the mainfunctions and objectives of pricing urban goods andservices supplied by the public sector and (b) thecriteria for judging whether the price of these goods andservices is too high, too low, or just right. The paperthen reviews the application of different pricingpractices to a number of urban services.1979 e 18 pages * Shelf No. C1325 - Languagesavailable: C * E -S S

* * *

Materiels en Frangais 153

Sujets

Agriculture et D6veloppement Rural 155

Administration du D6veloppement 162

Education 163

Energie et Electricit6 163

Ressources Humaines et Techniques de Gestion 165

Industrie et Finances 166

Problemes Economiques Internationaux 166

Gestion de l'Economie Nationale 167

Population, Sant6 et Nutrition 167

Pr6paration et Evaluation des Projets 167

Execution des Projets 172

Formation des Formateurs 174

Transports 174

Urbanisme 175

Approvisionnement en Eau et Assainissement 177

154

Example

Document (Num6ro du Document)NumberUse on Order Form

/ 03/031 Title--Use on Order FormMethodologie de I'Analyse de lInvestissement .. i7 (Titre)

Author(s) IN* Schaefer-Kehnert, W.(Auteur) Cette Note de Cours traite de l'analyse coOts-avantagesdesinvestissements realis6s dans les

exploitations agricoles que l'on appellera par souci de sim plicite, analyse des investissementsa la ferme....1981 - 59 pages - helfNo.F0050-

Date ofPublication

Number ofPages

Shelf NumberUse of Order Form

Materials en Frangais 155

Agriculture et Developpement Rural 030/013La Mesure des Incitations a l'lnvestissement

NOTES DE COURS| chez les Petits Exploitants.- Schaefer-Kehnert, W.

030/005 La presente Note de Cours propose l'adoption d'unPrincipes Economiques de la Production indicateur pormettant de mesurer les incitationsAgricole. susceptibles d'encourager les petits exploitants a* Schaefer-Kehnert, W. participer a un projet de d6veloppement. Comme le tauxLa pr6sente Note de Cours resume on quelques pages de rentabilite du capital est un indicateur qui ne peutles principes economiques fondamentaux de la s'appliquer aux petits agriculteurs, nous proposons deproduction agricole. Elle a pour objet d'aider les le remplacer par la mesure de l'augmentation relativetechniciens agricoles a mieux comprendre les aspects des revenus nets de l'exploitant. Cet indicateur peuteconomiques de la production et de rafraichir la 6galement servir de base 3 la s6lection d'unmemoire des 6conomistes specialistes de l'agriculture. investissement parmi differentes solutionsOn y trouve en particulier une introduction a l'utilisation incompatibles; a cot 6gard, il peut donc parfaitementdes coefficients de prix en tant qu'indicateurs remplacer la valeur nette actualisee.fondamentaux en agriculture; a cet egard, ce document 1979 - 10 pages * Sheff No. F0022vise a rendre les 6tudiants mieux a meme decomprendre les relations entre les incitations a laproduction et les politiques de prix. 030101 41977 - 711pages - Shelf No. F0007 La Modulation des Rentr6es et Sorties de

1977. Ilpaes . ShelfNo. F0007Calsse dans les Projections de Cash Flow enAgriculture.

030/006 * Schaefer-Kehnert, W.Mesure de la Production et du Revenu La presente Note de Cours definit et explique certainesAgricoles. corrections necessaires en analyse de projets, et en- Schaefer-Kehnert, W. particulier dans les projections de cash flow, au flux deLa presente Note de Cours d6crit en quelques pages tresorerie en agriculture, afin de tenir compte du tempscomment on pout mesurer la production et le revenu ecoule entre les apports successifs, y comprisagricole et explique la maniere dont ces mesures sont l'investissement initial au capital, et le fonds deoffectu6es. Ces mesures sont necessaires pour roulement n6cessaires, et les rentrees successivesanalyser (ex-post ou ex-ante) los resultats annuels de engendr6es par le projet.1'exploitation agricole en valeur de productivit6 et de 1979 - 19 pages * Shelf No. F0025rentabilite.

1977 - 9pages * Sheff No. FOOIO 030/017Plan pour la Preparation des Projets

030/011 d'Elevage.Directives pour la Determinatlon des * Schaefer-Kehnert, W.Conditions de Credit. Le present document offre un plan pour la preparation* Von Pischke, J. des projets de developpement de l'levage soumis a laNous nous sommes efforc6s de fournir dans la pr6sente Banque Mondiale.Note de Cours une liste exhaustive des principes 1980 - 12 pages - Sheff No. F0030gen6raux que les preteurs devraient appliquer lorsqu'ilsdeterminent leurs conditions de prets, c'est a dire letaux d'interet, le montant principal, I'echelonnement des 030/0276ch6ances, los mecanismes de recouvrement et les R6vislon des Methodes d'AJustementexigences en matibre de securite ou de garantie. Nous Temporel dans l'Analyse de l'lnvestissementavons egalement inclus certaines considerations dans l'Exploitation Agricole.importantes pour l'approbation des cr6dits, telles que: - Schaefer-Kehnert, W.les principes d'evaluation de l'emprunteur potentiel et dela demande de pret et les consequences de l'utilisation Cette Note do Cours cornplete les notes do coursde critbres autres que le prix pour l'octroi des credits. precedentes qui traitent des ajustmonts l aapporter auxNous no traitons pas des aspects 6conomiques plus budgets des exploitations agricoles pour les adapter alarges des conditions de cridit, quo nous envisageons la modulation prescrit par l'analyse actualisee du cash

pluto du doitd vue do l'interet du preteur et du typo flow. Elle demontro quo l'utilisation do periodesplutd t du point qu ueeluintcrch a etablir ec se comptables semestrielles ou trimestrielles ne peut pasdo relations quo celui-ci cherche A 6tablir avec s0s se substituer a l'ajustement temporel et que cetclients. ajustement peut aisement etre fait en introduisant un1984 . 4pages * Shelf No. F0018 surcroit de tresorerie dans le cash flow.

1981 - 9 pages - Shelf No. F1161

156 Materiels en Frangais

030/031 aspects economiques et sociaux du developpement duMethodologie de l'Analyse de betail.llnvestissement dans I'Exploitation 1982 * 8 pages * Shelf No. F1213Agrico le.* Schaefer-Kehnert, W.Cette Note de Cours traite de l'analyse coOts-avantages 030P 043des investissoments r6alises dans les exploitations Programme Horaire des Atelders Organisesagricoles que l'on appellera par souci de simplicite sur le Terrain dans le Cadre des SPminairesanalyse des investissements a Ia ferme, et qu'il y a lieu de Conception et d'Evaluation de Projetsde distinguer de l'analyse des revenus des exploitants Ruraux.ou de celle des flux d'exploitation. Comme les * Schaefer-Kehnert, W.investissements bftectu6s a la ferme constituent une Cette Note pour seminaire resume les experiencespartie essentielle des projets de developpement dbrganisation des ateliers sur le terrain que l'IDE utiliseagricole, I'analyse de ces investissements fait partie de comme instrument de formation dans le cadre del'evaluation des projets agricoles. s6minaires de conception et d'evaluation de projets1979 * 59 pages - Sheof No. F0050 ruraux. Elle donne une ventilation detaillee des plages

de temps necessaires et decrit le deroulement desactivites jour par jour.

03 0/0 3 4 1983 - 8 pages * Shef No. F1351Comment Assurer le Succes duDeveloppement Rural?* Schaefer-Kehnert, W. 030/045Ce texte traite des changements intervenus dans le Caract6ristiques des Risques au Niveau desdeveloppement agricole et rural depuis 20 ans et Producteurs.conclut que dans des nombreux pays en * Ribon, B.developpement le principal probleme reste d'assurer le Cette Note a pour but de montrer les differentes naturessucces des cooperatives de petits paysans. II a e des risques inherents a la production agricole en tenantpubli6 sous forme d'editorial pour le Quarterly Journal of compte du fait que les agents de production sont desInternational Agriculture. paysans (vie familiale en village). La majorite des1981 - 4 pages - Shelf No. F1079 annexes montrent les evolutions dans le temps des prix

de quelques produits agricoles.

030/035 1982- 25 pages * Shelf No.F1057L'Organisation des Services de ProductionAgricole dans les Projets de D6veloppement 030/047Rural. R6gimes Fonciers Traditionnels, Modes* Schaefer-Kehnert, W. d'Exploitation des Terres et Conception desLa presente Note de Cours decrit les diff6rentes Projets Agricoles.possibilit6s qui s'offrent dans l'organisation des * Noranha, R.services de production requis par les fermiers faisant Cette Note de Cours delimite les differents aspects dontpartie d'un projet de developpement rural. Le choix il convient de tenir compte et propose une methodologieparmi ces possibilites depend dans une large mesure de d'utilisation des donnees relatives aux aspectsla conception de base de projets de developpement fonciers, lors de la conception/preparation des projetsrural, comme par exemple les approches regionales, de developpement rural.sous-sectorielles ou fonctionnelles. Les avantages et 1981 16pages * Shelf No. F1059inconvenients des differentes possibilites sontexaminees, de meme que leur 6volution eventuelle d'unsysteme gouvernemental a des organisations bas6es 030/048sur l'entrai des fermiers. Note sur l'Analyse du Secteur Rural.1982* 17pages * Shelf No. F0057 * Van Gigch, F.

Un projet de d6veloppement rural est, pour un030/039 gouvernement, un moyen de realiser sa politique deAspects Economiques et Soclaux de la d6veloppement rural. Pour aider le gouvernement d'unProduction Animale dans les Zones de pays a 6laborer une politique realiste de developpementPiturages Extenslfs du Monde. rural, la Banque realise au prealable une etude

sectorielle afin, compte tenu des objectifs du* Brown, L. * Schaefer-Kehnert, W. gouvernement et des contraintes existantes etCe document met en evidence les contraintes majeures pr6visibles, de preciser la nature des choix strat6giquesconcernant le developpement du betail dans les zones d'ou decouleront des projets coherents avec la politiqued'herbages naturels peuplees de populations pastorales de developpement du gouvernement.qui ont la terre en propriete communale. II estrecommande a titre de reference pour un cours sur les 1977* 14pages * SheffNo. F1060

Materiels en Frangais 157

030/049 030/056Le D6veloppement Rural lntegr6: Du Les CoOts du Materlel Agricole.Concept a l'Applicatlon. * Schaefer-Kehnert, W.* Belloncle, G. Cette Note de Cours pr6sente une m6thode propos6eCette Note montre quo le d6veloppement rural integr6 pour estimer la vie utile d'une machine et les coutsest une notion complexe qui doit etre definie de telle moyens d'equipement et de reparation.maniere qu'elle tienne compte des differents aspects et 1977 8 pages * Shelf No. F1160groupes de personnes engag6es dans ce processus.1982 * 11 pages * Shelf No. Fl061 030/057

La Dimension Sociale de la Preparation et de030/05 0 I'Evaluation des Projets.L'Approvisionnement et la Commercialisation * Ingersoll, J.dans les Projets de D6veloppenent Rural L'objet du pr6sent document est de presenter aux(PD R). responsables politiques, aux directeurs de projets ainsi* Rogerson, A. qu'a ceux charg6s de la conception de ces projets ceCette Note met en lumiere les divers objectifs qu'un qu'est l'analyse sociale, non pas sous I'angle de lagouvernement peut se fixer en ce qui concerne les prix methode, mais en expliquant ce en quoi elle consiste,des produits agricoles et des intrants (politique de prix). sa raison d'etre, sa portee et les grands problemes11 ne s'agit d'ailleurs pas de determiner des prix sans auxquels elle a trait.agir sur l'organisation de l'approvisionnement et de la 1985 * 25 pages * Shelf No. F0783commercialisation.1982 15pages . Sheff No. F1062 030/067

Analyse du Modele Technique.030/051 * Ribon, B.Compte d'Exploitation et Revenu des Cette Note propose une m6thodologie pour analyser soit

Agriculteurs- un modele technique en place soit un nouveau modele* Ribon, B. technique a proposer aux producteurs. Cette Note faitCette Note retrace les principes de base de la une liste non exhaustive d'blements a prendre endetermination d'un compte d'exploitation d'un compte lors de la conception et de l'6valuation d'unagriculteur. modele technique.1981 - 4 pages - Sheff No. F1063 1982 - 7pages - Shelf No. F1216

030/052 0301068Analyse des Besoins des Paysans. Analyse des Budgets.* Ribon, B. - Ribon, B.Le but de cette Note est de montrer quo le paysan, on Cette Note propose une m6thodologie pour elaborer untemps que producteur, chef de famille, membre d'un budget annuel ainsi que pour evaluer son execution.village a des besoins de plusieurs natures (financiers, 1982 * 10 pages * Shelf No. F1215sociaux). Ces besoins peuvent etre contradictoires.1982 - 4 pages - Sheff No. F1064 030/071

Analyse de la Fonction Vulgarisation.030/055 *Ribon B.Liste de Refrence pour la Preparation des* bo,BProjets Agricolesp Cette Note montre les principales composantes de la-PShaeetsKAgrcols. fonction vulgarisation et propose un certain nombre de* Schaefer-Kehnert, W. criteres de mesure de l'efficacite de la fonctionLa liste de reference dans cette Note de Cours, qui est vulgarisation et de l'fficacit6 des vulgarisateurs.destin6e a la pr6paration des projets agricoles, tes 1982 - 8 pages - Shelf No. F1214conforme, do faqon g6n6rale, aux directivescouramment utilisees pour l'etablissement des rapportsde preparation de projets, soumis A la Banque Mondiale 030/074a l'appui des demandes de pret. Cette liste n'a pas Outils d'Analyse Financiere.traite a un type precis de projet et peut donc etre Rib B.modifiee selon les cas.

Cette Note montre differentes techniques d'analyses1978 * 3 pages * S1elf No. F0459 financieres d'une entreprise ou d'un projet. Le choix de

la technique a utiliser depend de ce que l'on cherche Aanalyser ou A determiner (prix de revient, analyse du

158 Materiels en Fran ais

passe ou pr6visions)... sur le plan comptable, 035/019economique ou financier. Plaines des Mongos (A).1978 - 16 pages - Shelf No. FO192 * Ribon, B.

Le present Cas retrace l'historique qui a permis030/099 l'identification d'un projet d'assainissement et lePlan d' Amelioration des Performances developpement de la Plaines des Mongos: mise en(P.A.P.)-Note M6thodologique et Feuilles de valeur, en neuf ans, de 6000 ha a base de riz, arachideTravail. et soja. Le Cas decrit brievement les principales* Shirima, P. caracteristiques techniques de ce projet.Le P.A.P. est un instrument de gestion qui permet d'une 1982 - 11 pages - Sheff No. F1068fagon systematique et logique d'etablir des plansd'action coherents afin d'ameliorer les performances 035/020d'une organisation. Cette Note Methodologique Projet Centre Ouest de Developpementexplique, par exemple, les etapes et les phases Rural.successives a parcourir. Les fiches de travail a remplirpar les participants sont jointes en Annexe. * Ribon, B.1986 - 51 pages - Sheff No. F1426 Ce Cas decrit les principales activit6s prevues dans leProjet Centre Ouest de Developpement Rural afin de

centrer les discussions sur les elements a prendre encompte lors de la conception de l'organisation interned'un projet de developpement rural.1982 * 21 pages - Sheff No. F1069

ETUDES DEGCAS EN VUE DESDISCUSSIONS DE POLITIQUE GTNCRALE

035/021035/01 6 L'Organisation de I'Entretien des Routes auAspects Budgetaires et Financiers-Exemple Delmora.Projet CIDT-Nord-Est. . Mason, M.* Ribon, B. Ce Cas a ete prepare par Melody Mason, membre duCe Cas permet de centrer les discussions sur les deux personnel de la Banque Mondiale apres de nombreuxpoints suivants: r6le du directeur du projet en matibre sojours de travail au Delmora. II n'a pas pour butd'6laboration/suivi des budgets du projet, et mecanisme d'illustrer le succes ou l'6chec de la solution d'unde financement du projet at proc6dures entre le projet, probleme administratif. Les noms propres ont tous eteles financeurs et le gouvernement. modifies.1982 - 20 pages - Shelf No. F1065 1981 * 10 pages * Sheff No. F1070

03 5/01 7 035/0 22Approvisionnement/Commercialisation/Credit Projet de Developpement du Danang--Projet CIDT-Nord-Est. Preparation du Budget du Service Elevage* Ribon, B. 1 977-1978.

1982 - t1 pages * Shoff No, F1066 * Ribon, B.Ce Cas decrit comment le Chef du Service Elevage duProjet de D6veloppement du Danang a prepar6 son

035/018 budget pour l'ann6e 1977-1978. Ce Cas met en lumiereOrganisation d'un Projet de Developpement la methodologie suivie pour l'elaboration d'un budget.Rural. 1978 * 13pages * Sheff No. F1071* Ribon, B.Ce Cas fournit quelques informations permettant de 035/023faire porter la discussion sur l'organisation externe du Projet de D6veloppement du Danang-projet: nature des liens entre projet et son Fixation du Budget D6finitif du Serviceenvironnement, opportunites/contraintes et Elevage pour 1977-1978.l'organisation du projet au sein de la CIDT et au sein duprojet lui-meme. * Ribon, B.1982 * 19 pages * Shelf No. F1067 Ce Cas d6crit comment le budget d6finitif du Service de

l'Elevage du Projet Danang a et arrete.1978 * 10pages * Sheff No. F1072

Materiels en FranQais 159

0351024 consommateurs et aux conditions qui regissent losProjet do D6,veopperent du Danang- importations dans la Communaute EconomiqueR6alisatlon du Budget Elevage en 1977- Europeenne (CEE).1 978. 1989 * 57,pages * Sheff No. F1573* Ribon, B.Ce Cas decrit comment le budget 1977-1978 du Service ETUDES DE CAS POUR CALCULSde l'Elevage du Projet Danang a et r6alise.1978. 13pages . Shelf No. F1073 040/014

Epitorla-Projot d'Am6nagement Laitler.

035/032 * Schaefer-Kehnert, W.Formulation d'un Programme de Suivi et La presente Etude de Cas examine un projetd'Evaluation Retrospective pour I'Agriculture d'am6nagement laitier extrbmement complexe quiau Bonin-Etude de Cas. pr6voit des investissements dans de petites et grandes

exploitations laitieres, des elevages de metissage et de@ Marchant, T. taureaux reproducteurs, un systeme de ramassage etLa presente Etude de cas met en lumibre certaines des installations de traitement du lait, une fabrique

difficultes que l'on rencontre couramment dans le suivi d'aliments pour le b6tail et des services d'appui, yet l'evaluation des projets agricoles. Elle met i'accent, compris du credit agricole, de la vulgarisation, de laen particulier, sur deux problemes: (1) les objectifs des recherche et de la formation. On demande auprogrammes de suivi et d'evaluation sont frequemment participant de separer et d'analyser les eiements dumal definis. En consequence, les differents groupes projet relatifs a 1'amenagement de grandes exploitationsont des vues differentes sur les buts a atteindre; et (2) laitieres en recalculant le budget d'une exploitationl'infrastructure administrative au sein de laquelle le suivi modele, en agr6geant les mouvements de tresorerie duet l'valuation sont appeles a s'exercer n'est souvent projet et en examinant l'incidence 6conomique etpas de nature a promouvoir un programme judicieux et financicre de cet element du projet.afficace. 1984 - 26 pages - Shelf No.F1 1951986 * 14 pages * Shelf No. F1415

0401018035/033 Jeu de la Preparation du Budget Agricole.Suivi/Evaluation: Cas PRODEROM. - Hubert, E. * Jones, W. * Wheeler, G.* Marchant, T. Ce jeu simule les etapes finales de la prise de decisionsCe Cas decrit comment une unite de suivi et 6valuation concernant le budget d'6quipement agricole dans und'un projet peut etre organis6e et utilisee pour fournir plan quinquennal. En s'inspirant des dossiers des 18des informations utiles pour fa gestion du projet ainsi projets actuels, les participants calculent les taux deque pour d'autres utilisateurs: nature et presentation rentabilite economique et les consequences du budgetdes informations produites par l'unite. Le Cas propose de l'Etat pour le plan quinquennal. Ils rendent ensuite6galement que la mesure du taux d'adoption est un compte de leurs travaux. Disposant de renseignementsmeilleur indicateur de la performance d'un projet que la sur les priorites nationales et les contraintes d'ordremesure du changement des niveaux de production. budgetaire, ils doivent decider du budget. Les1986 - 15 pages * Shelf No. F1495 utilisations et les limites du critere de taux de rentabilite

6conomique, ainsi que sa portee deviennent apparentesdans cet exercise.

035/044 18 7ae hf o 12Commercialisation des Produits Frais en 1984 * 67pages * Shef No.F1226Europe-Opportunit6 et Contraintes de laCommercialisation des Fruits ot L6gumes 040/024pour les Exportateurs du Bassin Etude de Cas: Conditions du Credit Rural enMedlterran6en. Inde.Jones, S. * Schaefer-Kehnert, W. * Von Pischke, J.Ce materiel pedagogique a ete congu et prepar6 pour les La presente Etude de Cas est fondee sur le Quatriemeseminaires et les ateliers de l'IDE relatifs a la projet de credit de la Soci6te agricole de refinancementcommercialisation agricole et alimentaire organis6s pour et de developpement (ARDC) execut6 en Inde avec leles pays de la region mediterran6enne. 11 met l'accent concours de la Banque Mondiale. Le but est d'enseigncrprincipalement sur les changements de la structure aux participants les techniques qui leur permettront decommerciale et sur les normes des pays importateurs determiner les conditions de credits destines a financeren fruits et legunes de I'Europe Occidentale, avec une le developpement rural.importance speciale attacheo aux goOts des 1984 - 26 pages - Sheff No.F1 197

160 Materials en Fran ais

040/033 0401038SAPH-Plantatlons Vllageolses-Budgets Projet pour la Miss en Place d'un Perlmetredes Planteurs et Sensibilit6. de 1200 Ha de Riziculture Irrigu6se on* Ribon, B. Gamble.Ce Cas est utilise pour discuter les points suivants: 1. - Bussery, A.Mecanismes financiers de prets aux planteurs avec 1980 - 66 pages - Sheff No. F1221differe de remboursement (emprunt sur 16 ans avec 7ans de grace) - Consequences de l'lnflation et du tauxd'interht. 2. Determination de l'evolution du budget d'unplanteur d'hevas et comparaison avec les budgets desautres cultures perennes ou de rente. 3. Analyse des 045/012risques (sensibilite). 4. Financement de l'aide de l'Etat Mesure de la Production et du Revenuaux planteurs d'hev6as. Prix du latex aux planteurs. Agricoles-Exerclce de Calcul.1982 * 18pages - Sheff No. F1074 * Schaefer-Kehnert, W.

L'Exercice ci-apres illustre le calcul de la production et040/034 du revenu agricoles consider6s comme les indicateursSAPH-Gerance pour le Compte de l'Etat- cl6s dans l'analyse des r6sultats des exploitationsCas-Privisions Financibres 1980-81. agricoles. Pour ce calcul, on utilise un budget agricole* Ribon, B. hypothetique fonde sur des chiffres se rapportant a lagestion d'une exploitation agricole ethiopienne.1982- 8 pages * Shelf No. F1075 1977- 6pages * Shelf No. F0115

040/035 045/01 6SAPH-Gerance Pour le Compte de l'Etat- Exercice d'Analyse des Revenus et desCas-Analyse Flnanclere entre 75-76 et 79- Investissements d'une Exploitation Agricole.80. * Schaefer-Kehnert, W.* Ribon, B. Cet Exercice, qui associe une analyse des revenus et

1982 - 3pages - Sheff No. F1076 une analyse des investissements d'une exploitationagricole, a pour objet de demontrer les relations (et lesdiff6rences) qui existent entre ces deux analyses.

040/03 6 Elles s'appliquent toutes deux a la meme exploitation,Analyse des Revenus des Paysans-Projet l'analyse des revenues portant sur une campagneMali-Sud. agricole ordinaire et l'analyse des investissements, &* Ribon, B. I'volution de l'exploitation tout au long de la dur6e de

vie dun investissement relatif a la production laitiere.1982-@ 5 pages * Shelf No. FtO77 1979 . 10 pages * Shelf No. F0120

040/037Plaines des Mongos (B). 045/020Plaines cies Mongos (B). D6flnltion et Calcul de la Capacltd

* Ribon, B. d'Endettement-Exemple Simplifi.Le Cas Plaine des Mongos (A) 035/019 montrait * Von Pischke, J.I'historique ayant permis de definir la nature du projet Nous nous sommes efforces dans cet Exercise,ainsi que les principaux r6sultats techniques de l'tude d'expliquer de maniere simplifiee la facon d'appliquer lade faisabilite. Le present Cas (B) montre los pr6visions notion de capacit6 d'endettement a la d6termination desfinancieres en investissements, recettes et depenses conditions des prets de campagne.operationnelles, ainsi que le montage prevu pour lefinancement. Le but du Cas est de discuter les points 1980 * 13 pages - Shelf No. F0124suivants: calcul de la rentabilite avant et apresfinancement, et analyse des risques de differente 045/023nature. Choix entre Pluslers Decisions1982 * 12 pages - Shelf No. F1078 d'lnvestissement-Exercice.

* Schaefer-Kehnert, W.Cet Exercice a pour but de pr6parer l'etudiant a faire unchoix parmi plusieurs decisions d'investissementdevant constituer la base d'un projet de developpement

Materiels en Fran ais 161

d'exploitations laitieres. Le choix est entre differentes appliquee par un riziculteur s'il vout obtenir un ratiotechnologies d'exploitations laitieres qui exigent des minimum avantages/coGts.investissements en capital plus ou moins 6leves et qui 1982 * 2pages * Shelf No. F0143ont des capacit6s de generation de revenu differentes.La decision a prendre est fondamentale pour les coOtset les avantages futurs et pour l'intensite de capital du 045/033projet. Modulation du Cr6dit et du Service de la1979 * 10pages - Shelf No. F1162 Dette-Exercice.

* Schaefer-Kehnert, W.

045/026 Ce bref Exercice a pour but d'appeler l'attention desExercice de Projection d'un Troupeau- participants sur la n6cessite de moduler les calendriersFerme d'Elevage de Tanzanle. de decaissement et de remboursement des credits

conformement aux principes de I'analyse actualis6e du* Schaefer-Kehnert, W. cash flow si ces calendriers doivent faire partie d'uneCet Exercice porte sur les techniques de projection de analyse des avantages et des coOts.troupeaux de bovins et met en 6vidence 1'effet de 1982 2coefficients techniques ameliores sur la croissance et 1 pages * ShelfNo. f1163la productivit6 d'un troupeau. Le schema suivi s'inspiredes processus d'actualisation des flux financiers tels 045/037qu'ils sont utilis6s en matiere d'analyse Developpement d'un Troupeau de Vachesd'investissement agricole. 11 peut egalement s'adapter Laitibres-Exercice.a une large gamme de taches dans le domaine des . Gittinger, J. . Schaefer-Kehnert, W.projections de troupeaux.'

Le present Exercice a pour but d'apprendre aux1981 * 20 pages * Shelf No. F0132 participants les techniques d'etablissement des

projections d'un troupeau de vaches laitieres.045/027 1983 * 6pages - Shelf No. Fl 164L'Emplol des Rapports de CoOt commaD6terminants de Cholx-Exercice.

Schaefer-Kehnert, W. ~~~~~~04 5/04 1o Schaefer-Kehnert, W. Pr6vislon Financlere de la Mangoky.L'Exercice se rattache a IDE 030/005 'Principes R b B.tconomiques en Production Agricole" et a 055/005 "Prixau Producteur Agricole, et Rapports de CoGt dans les 1985 - 4 pages - Shelf No. F1O55Pays en Voie de D6veloppement". If illustre l'applicationdes rapports de coOt comme d6terminants de choixdans les processus de decision en gestion agricole, et a 045/042pour but d'am6liorer la compr6hension des rapports Societe Reglonale de Ddveloppement deentre les incitants de la production agricole, et les l'IMBO.politiques de prix en agriculture. - Ribon, B.1981 - 9 pages * Shelf No. F0135 Ce Cas permet de faire l'analyse financiere de la Societe

Regionale de D[veloppement de l'IMBO (Burundi),organisme d'Etat charge du developpement regional de

045/029 la plaine de l'IMBO. Les principales activit6s de cetteExercice de Projection du Cash Flow d'une Societe sont: Amenagement en Irrigation; FournituresExploitation Agricole. d'Intrants aux Agriculteurs; Collecte, transformation, et* Schaefer-Kehnert, W. vente du riz et du cafe.Cet Exercice a pour objet de former les participants a la 1986 - 8 pages - Shelf No. F1421methodologie d'analyse des investissements agricoles(decrite dans la Note de Cours 030/031).1981 - 12pages - Shelf No. F0138 GRAPHiQUES ET TABLEAUX

055/001045/031 Aspects Economiques de la ProductionExercise sur l'Utilisatlon Optimale d'Engrais. Agricole.* Schaefer-Kehnert, W. - Schaefer-Kehnert, W.Le pr6sent Exercice a pour objet de demontrer comment Cette Note de Cours pr6sente un certain nombre ded6terminer la quantit6 optimale d'engrais a utiliser pour tableaux et de diagrammes correspondant aux exposesune culture lorsque l'on dispose d'une fonction de sur les aspects economiques de la production agricole.production et que l'on conna^t le rapport entre le prix des Les tableaux concernent l'agricufture de subsistance etfacteurs et le prix du produit. Cet Exercice permet aussi les cultures commerciales, les justifications de lade determiner la quantite d'engrais qui doit etre diversification ou de la specialisation et les

162 Materiels en Francais

caracteristiques des technologies agricoles. Les (Agricultural Management Training in Africa) dediagrammes presentent, sous forme de graphiques, les formation de cadres agricoles pour l'Afrique qui esttableaux figurant dans la note de cours sur les financ6 principalement par le Fond International de"Principes Economiques de la Production Agricole' Developpement Agricole (FIDA) a travers la Commission030/005. Scientifique, Technique et de la Recherche de1980 * 10pages - Shelf No. F0156 I'Organisation de l'Unite Africaine (OAU/CSTR) et est

mis en oeuvre par la Banque Africaine deDeveloppement (BAfD), assistee par l'IDE. Les

055/005 volumes de la s6rie regroupent les matibres des septPrix Agricoles au Producteur, et Rapports de modules con,us pour servir de guides pratiques auxCost dans les Pays en Vole de formateurs concernes par les probIbmes de gestion desDeveloppement projets. Chacun de ces modules contient les mat6riels- Schaefer-Kehnert, W. necessaires a un seminaire de deux semaines:

directives pour le formateur, notes de cours et deLa presente Note de Cours reprend les tableaux de prix r6f6rence, figures, exercices (problemes et solutions)agricoles au producteur recueillis dans leur pays par les et renseignements bibliographiques. Le premier de cesparticipants aux cours IDE. Sur la base de ces prix, un modules porte sur: 0711007 La gestion Generalecertain nombre de rapports de cout ont ete calcules et des Projets I 'Intention des Directeurs etpr6sentes dans des tableaux suppl6mentaires pour des Principaux Responsables de Projets.d6montrer l'emploi de rapports de coOt comme Viennent ensuite six modules specialises sur:determinants de choix dans les processus de prise de 071/008 La Vulgarisation; 071/010 Suivi etdecision en gestion agricole. Ces rapports peuvent etre Evaluation; 071/012 Formation des6galement utilis6s pour expliquer l'impact des politiques Formateurs; 071/015 Travaux etde prix des gouvernements sur les decisions des Infrastructures; 071/016 Finances; etfermiers en matiere d'organisation des cultures et des 071/017 Cr4dits et Intrants.6levages. 1987 * 1859pages * Shelf No. F90671982 - 23 pages - She/f No. F0162

Administration du D6veloppement|MODULES D'ENSEIGNEMENT|0711

075/001060/001 Adjustement Institutionel en Terrafrie-L'Analyse de l'Investissement dans Etude de Cas.I'Exploltation Agricole-Module * Brunet, J. * Makharita, R.d'Enseignement. Le but de cette Etude de cas est de servir de bougie-* Canon-Olivares, P. * Schaefer-Kehnert, W. d'allumage afin d'amorcer une reflexion sur diversCe Module presente une selection de materiels problemes majeurs de type institutionnel auxquels lapodagogiques en vue d'enseigner l'analyse des gestion de l16conomie est confrontee dans un pays eninvestissements au niveau de 1'exploitation agricole. Le d6veloppement. L'etude a W concue pour stimulermateriel est pr6sente en trois volumes. Le Volume I l'6change de points de vue entre ministres et/oucomprend un guide pour 1'enseignant, des notes secretaires generaux de pays en developpement sur.techniques, des graphiques et des tableaux; ces ces problemes institutionnels.documents s'adressent aux aspects m6thodologiques 1986 - 25pages - Sheff No.F1427et techniques de l'analyse des investissements. LeVolume II contient une s6lection d'exercices et de caspermettant a l'etudiant de mettre en pratique les 075/021techniques d'analyse. Le Volume IlIl rassemble les Gestion de l'Assistance Technique-solutions des exercices et des cas. Experience de l'Afrique Sub-Saharienne.1985 - 700 pages - Shelf No. F9013 * Henni, S. - Makharita, R.

Le but de ce document de travail est de presenterS,RE DE IOURS 'essence des principaux sujots debattus lors desSt R IEDE COURSI seminaires et les principales conclusions qui

071/007, 071t/ 008, 071t/0t 0, 071t/01 2, emergeaient des discussions franches lors des071/015, 071/016, et 071010, 0 s6minaires sur la gestion de l'assistance technique071/015,e 071/016, Formati071 deCadresAgrcoorganises par l'IDE en 1984, 1985, et 1987. SoixanteProgramme de Formation de Cadres Agricoles quinze hauts fonctionnaires de 20 pays africains et dupour l'Afrique-AMTA. Yemen avaient particip6 a ces seminaires pour* BAfD - FIDA * IDE * OUA/CSTR echanger les vues et experiences entre eux et avec leUn objectif important de l'IDE est de mettre au point des personnel de la Banque Mondiale. Ce documentmateriels et des programmes integr6s de formation a la recapitule les elements d'une gestion de l'assistancegestion du developpement agricole et rural adaptes aux technique au niveau macro, les conclusions du niveaubesoins locaux. La presente serie de cours a ete micro (projet), el resume les mesures proposees danselabor6e dans le cadre du programme AMTA

Materiels en Frangais 163

les plans d'action prepares par les 6quipes des paysparticipants aux trois s6minaires. ENSEIGNEMEDocument de Travail 155/0241988 - 34 pages - Shelf No. F1533 CoOts, Financement et Efficacit6 des

Universit6s de l'Afrique.

075/025 * Orivel, F.La Programmation des Investissements L'auteur commence par faire un certain nombrePublics dans les Pays Africains. d'assertions concernant les problemes de

I'enseignement sup6rieur dans la region: les coOtsFoirry, J. unitaires par 6tudiant y sont relativement 6lev6s; il y a1989 - 32 pages - Shelf No. F1580 plus de dipl6mes que les march6s du travail n'en

peuvent absorber; les etudiants ne sont passuffisamment orient6s vers les disciplines pourlesquelles le besoin socio-economique est le plusgrand; la qualIt6 moyenne des 6tudiants est inf6rieure a

Education ce qui'elle est dans les autres r6gions du monde. Bref,les etudiants consomment d'importantes ressourcespubliques allouees en fonction de crit6res qui ne sont ni

120/000 equitables ni officaces. Apres avoir pr6sente etProgrammes et Projets d'Education: analys6 les donnees connues pour appuyer ses dires,Techniques Analytiquos, Cas Pratiques et l'auteur propose une serie de conclusions et deExercises. recommandations visant a l'enseignement sup6rieur- Mise au programme par: Sirken, I. pour la region.

1982 - 300 pages Shelf No. F9009 Document de Travail1988 * 29 pages - Shelf No. F1530

ANALYSE SECTORIELLE ET PLANIFICATION Energie et Electricit6DE L'EDUCATION

1 25/00 6 L'ECONOMIE DE LENE-RGIEAnalyse du Secteur de l'Education.- Dominguez-Urosa, J. 205/002

La Contribution d'initlatives L6gislatives1981 * 7pages - Shelf No. F0185 telles quo la Purpa visant A Encourager le

Secteur Priv6 A Participer au Developpementde Petites Centrales Hydro6lectrlques.

FINANCEMENT DE L'EDUCATION * O'Leary, D.

135/039 1984 * 26 pages - Shelf No. F1198Tendances et Structures du Financement deI'Educatlon dans certains Pays de I'OCDE.* Lourie, S. Buw° 00(2L'auteur commence par faire observer que les pays qui 215/004avaient atteint un taux de scolarisation primaire de Politique des Prix et Utilisatlon Efficace de100% en 1965 ont beneficie, 20 ans plus tard, d'un I'Energie.accroissement assez eleve de leur GNP. Los Sdd Ctendances historiques des politiques de financemont de * idayao,1'6ducation en France, aux Etats-Unis d'Amerique et en Cette etude signale le role quo la politique des prix peutAllemagne qui sont analysees ici font apparaitre une jouer si l'on vout influencer les structures dedecentralisation de plus en plus poussee et une consommation et de production d'energie. L'auteurparticipation accrue des communautbs locales ainsi que pr6sente sous forme de tableaux la structure dedu secteur prive. Les implications qui en decoulent pour l'utilisation d'energie aux Etats-Unis et dans la regionles pays en developpement sont examinees, Asie-Pacifique; les politiques de fixation des prix en cenotamment en ci qui concerne le role des domaine sont analys6es en fonction des argumentsgouvernements et ia necessite d'assurer un education pr6sentes. L'auteur traite 6galement du choix d'un prixd'une qualite minimum. de r6ference pour les ressources 6nergetiquesDocument do Travail nationales ainsi que des consequences micro- et

macro-economiques de la politique en la matiere. La1988 - 29 pages - Sheff No. F1532 conclusion de I'etude est qu'il est tout a fait possible

164 Materiels en Fran ais

d'ameliorer la repartition des ressources au niveau de la HwsoaX PublItmDonconsommation et de la production d'energie dans cesregions. 235/0111990 - 48 pages - Shelf No. F1651 - Les Investissements do CapitauxNecessaires au Developpement du Gaz et du

P6trole: Les Contraintes dans les Pays enM)U,Vs)Ohs 1PUb038MqtV Vole de Developpement.

* Siddayao, C.230/006 Ce document de travail traite, plus particulierement, desProb vimes et Strategies contraintes associees aux investissements de capitaux

ModeApprneisionnement en En.rie du Sectourn6cessaires au developpement du gaz et du p6troledans ies pays en voie de developpement. L'auteur

* Foster, J. discute brievement des champs d'applications et deCe document de travail est centre sur des questions de l'efficacite des conventions de travail, notamment; lespolitique et de strategie li6es a l'offre de diverses r6ponses du secteur priv6 au cadre contractuel, le r6leformes de combustibles modernes et a du secteur public dans les echanges ainsi que l'effetl'approvisionnement en electricit6 des pays de l'Afrique des prets internationaux pour le developpement dusub-saharienne. Trois themes specifiques sont petrole et du gaz.abordes: 1) efficacit6 op6ratoire des systemes actuels 1990 - 45pages * Sheff No. F1648d'offre d'energie; 2) options possibles et strategiesd'approvisionnement; et 3) financement del'approvisionnement en energie. Ce document souleve M3Mw(;Ih)des problemes lies aux possibilit6s de coop6rationregionale dans la region consideree en matiere de 235/012planification energetique et dans le domaine des divers Revislon de la Politique des Prix du Petrolecompartiments du systeme energetique. II aborde Asiatique.6galement les questions liees a l'investissement at au - Siddayao, C.financement pour ce que concerne le d6veloppement deressources domestiques telles que le p6trole, le Ce document de travail souligne quelques-uns descharbon et l'hydraulique; le r6le des programmes problemes associes a la politique des prix, dans unfinanciers d'assistance de type multilateral et bilat6ral grand nombre de pays asiatiques en voie doest 6galement analys6. d6veloppement, en rdponse ~ des changements du

march6 international du petrole. Les questions ont 6te1990 * 48 pages * Shelf No. F1646 - 6tudi6s a partir de quatre articles selectionnes pour ce

manuscript: Petano (Philippines), Amranand etChongpeerapian (Thailande), Li et Zhang (Chine), et

(DI! (D] g(B0 )Qubiffi)MU(Dn Bhatia (Inde). L'introduction decrit brievement les235/01 0 principes conceptuels de base. La section suivanteLa Conservation du Bois de Feu: Problemes pr6sento un rapide r6sum6 des quatres articles maiset Choix. ogaloment souligne los facteurs qui ont fourni lV~an pourdes changements de politique et qui ont guide du depart* Palmer, P. et jusqu'a recemment les personnes charg6es de'Ce document de travail traite des problemes et des prendre los d6cisions. Par la suite, sont presentees leschoix associes a l'utilisation et la conservation du bois implications des conclusions adoptees ainsi que lesde feu en Afrique. Les dix premiers paragraphes traitent resultats des etudes appropriees. La dernibre sectiondes caracteristiques de l'offre et de la consommation offre des ouvertures propres a de futures recherches.ainsi que de l'amelioration du stock disponible et de 1990 * 22 pages * Sheff No. F1S50I'efficacite d'utilisation. Dans le paragraphe suivant,difi6rentes alternatives sont proposees afin d'ameliorerla conservation par l'education et l'information. Le H(D w(B00; lpu!lh]WIIt(Ddernier paragraphe traite de la politique des prix, de1'environment et des problemes de planification. 251 /01 11990 - 49 pages - Shelf No. F1645 Energle dans les Pays en Vole de

Developpement.- Carter, J.Les deux documents intitul6s "la maitrise de l'energiedans les pays en voie de developpement" et "laconservation de l'energie: le besoin d'un foyerinstitutionnel plus solide" traitant de sujets voisins ontete associes en un seul volume par raison d'6conomie.

Materiels en Frangais 165

Le premier document souligne l'importance de la tel que, residentiel, commercial, agricole et industriel,maitrise de l'energie, particulierement dans les pays en des transports ainsi que l'utilisation non 6nergetiquevoie de d6veloppement. Dans la premiere section, sont des combustibles y sont brievement discutes. L'auteurpresentes le profil ainsi que les options, a court moyen, presente egalement les structures industrielles, laet long terme de l'energie est importante tels que les demande d'energie ainsi que d'autres variables comme:secteurs: domestique, agricole, industriel, du transport, la densite economique, la temperature et les facteurscommercial et industriel ainsi que les industries intertemporels. Dans I'annexe sont fournis desd'alimentation energ6tique. Le role des gouvernements explications supplementaires sur la definition de laavec un exemple sur l'experience du Royaume Uni, ainsi demande et de l'elasticite.uque ceMl des institutions internationales comme la 1990 - 40pages - ShefNo. F1653 -

Banque Mondiale, y sont aussi d6crits. Le deuxibme190*4pgs ShfNoF65document resume les issues de la conservation del'energie a la fois dans les pays industrialises et dans Muw(Mh) (Pu bMq)MMgceux en voie de developpement. Le potentiel pour uneconservation de l'energie, les obstacles a la 251/014conservation, les programmes de conservation et Les Questions sur la Politique de I'En6rgied'information, les aides financieres, la regulation et les dans les Pays en Voie de Developpement-standards, le role du gouvernement, 1'efficacite des Legons Tir6es de I'Experience de I'ASEAN.programmes de diff6rents pays, et le besoin d'une - S C.adaptation institutionnelle son rapidement decrits. C do C.

Ce document passe en revue les reponses sur la1990 - 30pages - Shelf No. F1647 politique de l'energie donnees par los cinq pays qui

composent a l'origine l'Association des Nations du Sud-Est Asiatique (ASEAN), lHndon6sie, la Malasie, les

~~1©~~~~G~~I~~~IG ~ ~~~ Philippines, Singapour, et la Tha:ilande, & la suite des

2 51/012 premiers chocs des prix de p6trole de 1973-74. IILecons Tirees de la Tourmente: Perspectives analyse les implications des politiques adopt6es pour lapour les Pays en Vole de Developpement demande et la gestion de l'approvisionnement, surtout

celles que ont rapport a la fixation des prix et a la- Saunders, R. diversification. Cela nous fait reflechir aux implicationsCe document de travail fut initialement publie sous la de ces politiques dans le cas de changementsforme d'un chapitre dans Energy Issues in the structurels oper6s dans les industries, comprenant leDeveloping World 6dite par M. Mohan Munasinghe et M. passage de technologies a energie intensive a desRobert J. Saunders. Cet article decrit bribvement le fond technologies a forte proportion de travail. Nous devonset les effets du changement du prix du p6trole durant les aussi considerer le r6le que peuvent jouer levingt dernieres annees a la fois dans les pays changement technologique et le transfert deproducteurs et consommateurs. L'attention est port6e technologie, le r6le du secteur du transport danssur les effets du faible prix du p6trole brut durant ces l'economie de l'6nergie, et la place accordee a ladeux dernieres annees (1986-1988), plus substitution du petrole par le charbon. Cela souleve lesparticulibrement sur: l'impact fiscal du pays, la politique questions de politique et de recherche sur unedes prix du petrole domestique, l'impact des distribution efficace de la demande et sur les politiquesinvestissement a long terme, les problemes de gestion de l'approvisionnement.d'organisation et de financement ainsi que, finalement, 1990 - 31 pages - Sheff No. F1649 -le r6le du gouvernement.1990 * 11 pages - Shelf No. F1652- Resources Humaines et

M ao V Ma ea Techniques de Gestion2 51/01 3 SCIENCES DU COMPORTEMENTLa Demande Energetique et la CroissanceEconomlque. 2P80/01a 1* Siddayao, C. Participation et Developpement.Dans le premier chapitre de ce document de travail, Casse, P.I'auteur discute, analyse et definit deux differents Le present syllabus est constitue d'une serie deproblemes; le probleme de d6finition et le probleme documents relatifs au d6veloppement en g6neral, a la"d'indicateur." L'auteur consacre une section aux sociologie du developpement, et plus particulierement aconsequences des probl&mes de mesure de l'energie et la participation des populations au processus dudans l'annexe presente les unites energetiques avec, d6veloppement societal.en particulier, un tableau des facteurs de conversion 1981 - 136 pages - Shelf No. F9020entre les diverses unites de mesure. Le deuxiemechapitre decrit les principaux determinants de lademande d'6nergie. Les differents utilisations de1'6nergie dans les principaux secteurs consommateurs

166 Materiels en Francais

280/012 Problemes EconomiquesLa Dimension Humaine des Projets de InternationauxD6veloppement Rural.- Casse, P. * Some, J. TRANSFERT DE TECHNOLOGIELes fiches d'observation presentees dans ce documentconstituent des outils d'observation et d'analyse relatifs 375/055A cinq facteurs psychologiques et culturels Assistance Technique a l'Office National ducaracteristiques du management des projets de D6veloppement Agricole.developpement rural * Henni, S.1981 * 41 pages - Shelf No. F9006 La presente etude de cas illustre les types de

problemes souvent rencontres dans les projetsd'assistance technique: problemes ayant trait 3

GESTION EN GtNRAL l'identification des besoins on AT; la conception desarrangements institutionnels; aspects logistiques et

285/00 7 administratifs; rapports de travail entre assistantsL'Evaluation de IlEfficacite on Gestion. techniques et homologues; cooperation entre- Bowden, P. partenaires du projet AT (bailleurs de fonds,1979 * 9 pages - Shelf No. F0270 consultants, gouvernement, institutions b6n6ficiaires).

1985 - 10 pages - Shelf No. F1431

Industrie et Finances375/056

310/023 Assistance Technique en Formation etIntroduction a l'Evaluation des Projets Developpement Institutionnel.Industriels-Th6orie et Etudes de Cas. * Henni, S.- Helmers, F. La presente etude de cas illustre les types de

problemes souvent rencontres dans les projets1979 6 pages - Shelf No. F1094 d'assistance technique a composantes formation

professionnelle des homologues dans le cadre d'un

POLfIQUES ET GESTKON DES ENTREPRISES PUBLIQUES d6velopperent institutionnel.1986 * 12 pages * Shelf No. F0402

HWU'V(s)Oh Pub0o9nffMn345/017 3751057Conf6rence-D6bat sur la Privatisation en Assistance Technique le JumelageAfrique. d'Instltutlons.* Adamolekum, L. - Henni, S.Contre la toile de fond d'une analyse g6n6rale de la Cette etude de cas illustre un exemple prometteur deraison-d'etre de la privatisation tant dans les pays jumelage" dinstitutions dans le cadre d'un projetindustrialises qua dans les pays en developpement, les d'assistance technique. Elle d6crit les types departicipants 3 la conf6rence-d6bat se sont livr6s a des facteurs qui contribuent a la reussite de cette nouvelledebats multi dimensionnels sur les experiences forme d'assistance technique.concretes de i'application des politiques de privatisation 1986 - 15 pages * Shelf No. F0638en Afrique. Entre autres problemes mis en exergue, on arecens6 le caractere inad6quat des politiques ded6veloppement macre-economique, le sours- 375/058d6veloppement des marches financiers, it la faiblesse Mieux Rentabillser l'Assistance Techniquede l'appareil administratif gouvernemental due A son par une Melileure Gestion.inefficacite. Certaines suggestions ont ete offertes pour * de Lusignan, G.remr6dier A ces problemes.Les participants se sontegalement mis d'accord sur le caractere desirable 1989 . 13pages ShelfNo. F1607d'explorer des solutions de rechange A la privatisation,telles la commercialisation et les joint-ventures (secteurpublic/secteur prive).Document de Travail1989 * 56pages - Shelf No. F1644

Materiels en Fran ais 167

Gestion de l'Economie Nationale Population, Sant6 et Nutrition

(KQ2wv(B]0 (Pu[b03ma10an |SANT|

400/065 480/002L'institut de D6veloppement Economique de Analyse CoOts-BUn6flces des Programmes etla Banque Mondiale et I'Adjustement Projets de Planning Familial et de Sant6:Structurel on Afrique au Sud du Sahara. Techniques, UtilMti et Limites.

* de Lusignan, G. * Sirken, I.

Quelles sont les conditions prealables a I'adjustement Ce document a deux objectifs principaux: 1) decrire lesstructurel compte tenue des contraintes politiques et caracteristiques essentielles de l'analyse coOts-sociales et de son coOt? Comment assurer une b6nefices, et 2) 6tudier son utilit6 et ses limites en tantdurabilit6 r6elle aux mesures d'adjustement? Priere qu'instrument de decision dans les programmes etnoter que ce texte a et6 utilise dans le num6ro projets de planning familial et de sante.septembre-octobre 1988 de la revue de la Communaut6 1983 - 43pages - Sheff No.F1218Europeenne, le Courrier.

1989 - 8 pages - Shelf No. F1-556 Pr6paration et Evaluation desProjets

PLANIFICATION REGONALE 535/008

415/004 Aspects de i'Evaluation d'un Projet.Analyse R6glonale. - Wallis, J.* Choukroun, J Le present document a et6 concu pour servir

d'introduction a la phase d'valuation de projets dans le1982 - 40 pages - Shelf No. F1082 cadre d'un enseignement consacr6 au cycle projectuel,

et faciliter la pr6paration de cours dans cette optique.L'accent y est mis sur les six principaux elements qui

415/005 constituent 1'6valuation d'un projet--ses aspectsAm6nagement du Territoire et Developpement technique, financier, commercial, sociologique,R6glonal: Queaie Approche pour les Pays en institutionel et 6conomique. On trouvera dans laDeveloppement. bibliographie presentee a I'annexe 7 une serie de

* Casse, P. - Derain, J. documents de r6f6rence plus complets sur ce sujet.

1982 - 177pages * Shelf No. F9000 1984 - 34 pages - Shelf No. F1165

OBJECTIFS ET INSTRUMENTS DE POLITIQUE CYCLE DU PRCUECT |

| ECONOMIOUE J 540/006

420/021 Le Cycle des Projets.Etude de Cas sur la Gestion des Prix * Baum, W.Agricoles en Egypte. Cette Re6dition est un resume du Cycle du Projet.

*Shaw,C. 1982 * 14 pages * Shelf No. F0865

L'intervention de l'Etat dans la determination des prix dela production agricole et des facteurs de production estun important 6l6ment de la strat6gie de d6veloppement 540/007de I'Egypte. La pr6sente Etude de Cas analyse sur la Le Cycle du Projet-Une Introduction auxbase de methodologies precises les effets de chaque Differentes Etapes de la Planification et deintervention, sur le plan de l'6fficacite 6conomique et de i'Ex6cutlon des ProJets.Ia justice sociale; elle vise 6galement a d6finir les choix * Bruce, C.pratiques qui peuvent etre faits en matiere de strategie Cette Note de Cours presente au lecteur les principes etet de politique des prix. les objectifs des differentes 6tapes (ou phases) de la

1981 * 41pages - Shelf No. F0764 planification (6tudes d'opportunit6, identification,pr6paration, budgetisation et programmation) et de1'execution (fonctionnement, suivi et 6valuation) desprojets; elle analyse la signification et l'importance deces diff6rentes phases et la necessite de disposer d'un

168 Materiels en Frangais

systeme de planification et d'execution des projets qui 545/005soit accepte, ainsi qua les facteurs politiques, Matibres Premleros pour l'Industrie at leursinstitutionnels et methodologiques qui contribuent a Effets sur la Situation et Estimation desl'efficacite d'un tel systeme. Projets.1982 - 36 pages - Sheff No. F0870 * Lamson-Scribner, F. * Puri, G.

540/008 1979 * 9pages - Shelf No. F0364Diff6rents Types de Planification Utills6sdans Is Developpement Economique. 545/006* Bruce, C. Identification et Pr6paration des ProJets.Cette Note de Cours constitue une introduction utile au * Puri, G.document 540/007. Apres avoir evoque brievement la 1976 - 16pages * Sheff No. F0366nature et les caract6ristiques de la planification, cetteNote presente une typologie de la planification. Elleanalyse les rapports entre la classification 545/007spatialefinstitutionnelle et la classification fonctionnelle Elaboration et Conception des Projets.des diff6rents types de planification a partir d'une . E D"matrice idealisee" de classification de la planification 'afin de mettre en valeur l'importance du plan et de la Le pr6sent rapport indique l'approche a adopter pourplanification efficace. elaborer des id6es de projets puis identifier et pr6parer

les projets. Nous y 6tudions la question de la1982 - 12 pages - Shelf No. F1080 conception des projets et des repercussions que lesdifferentes solutions peuvent avoir sur ses resultats.

540/01 0 Nous nous sommes fondes sur la section du ManuelLe Cycle d'un Projet et le Processus Operationnel de la Banque Mondiale qui so rapporte aud'Evaluation d'un Projet. meme sujet.- Lamson-Scribner, F. . Youker, R. 1980 - 22 pages - Sheff No. F03691976 * 7 pages * Shelf No. F0902

| PROJECTIONS ET ANALYSE FINANCIERE

540/01 4 550/006Analyse et Evaluation des Projets V6rification Pr6liminalre des CoOts ded'Investissements. Fabrication.* Bussery, A. * Chartois, B. * Burnett, N. . Srinivasan, V.Cette Collection constitue une s6rie de 7 volumesconsacres a l'etude et I'analyse des projets 1976 * 11pages * Sheff No. F0376d'investissements. L'objectif recherch6 est de fourniraux lecteurs un outil simple et de lecture facile qui leur 550/011permettra de conduire l'analyse des projets - et plus Analyse des CoOts de Fabricaton.particulierement des projets industriels - depuis le stadede l'identification jusqu'a celui de la r6alisation des * Fletcher, R. * Srinivasan, V.investissements et du contr6le des operations de 1977 * 16pages - Sholf No. F0383production. La serie est constitue de: I - PrincipalesEtapes de l'Analyse des Projets; IlIl - Los EtudesTechniques, l'Estimation des Couts et la Construction 550/012de Variantes; IV - Problemes Financiers au Niveau de Analyse des Etats Financiers: Limitations etl'Entreprise; V - Actualisation et Criteres de Choix des Ecuells.Investissements; VI - Analyse Economique des Projets; * Shah, B.Vill - Realisation et Mise en Oeuvre des Projets; IX -Etude d'un Cas Concret. 1977 . 14 pages - Shelf No. F03861976 - 620 pages * Shelf No. F1177

550/021___________ ,Programme d'Enselgnoment de FinanceIDENTIFICATION El6mentaire (Services Publics)-,Seconde545/004 Partle: Projections Financires.R6modelage des Projets. - Williams, E.- Burnen, N. . Fletcher, D. * Srinivasan, V. Voir 555/070 pour la premiere partie.

1979 - 21 pages * Shelf No. F0361 1980 * 23 pages * Shelf No. F0403

Materiels en Frangais 169

550/027 550/033Les Tissages du Sahara-Analyse Programme d'Enseignement de FinanceFinanciere. Elementaire-Seconde Partle: Projections- Puri, G. * Williams, E. Financlires.Le present Exercice est un exercice d'estimation des * Williams, E.coOts, de projections financieres, de seull de rentabilite, Voir 550/041, 550/032, et 550/040 pour parties 1, Ill, etde calculs du TIR et d'analyse de sensibilite d'un projet. IV.II exige egalement une interpretation des r6sultats de la 1980 23 pages * Shelf No. F0434part des participants.

1979 * 33 pages * Shelf No. F0417 550/038

Analyse du CoOt des Biens d'Equlpement.550/029 * Fletcher, R. . Srinivasan, V.Fabrique de Conserve E.C.W., I & II.* Puri, G. * Williams, E. 1976 - 26 pages - Shelf No. F0441Le pr6sent Exercice, qui a pour but de faire conna7treles etats financiers, se compose de deux parties. La 550/040premibre traite de l'6tablissement de trois etats Programme d'Enseignement de Financefinanciers importants et la deuxieme fournit les Elementalre-Quatrilme Partle: Fonds dehypotheses qui devront etre utilisees pour etablir des Roulement.projections de ces 6tats. * Williams, E.1979 * 10 pages - Shelf No. F0422 Voir 550/041, 550/033, et 550/032 pour parties I-Ill.

1980 - 24 pages * Shelf No. F0444550/030Analyse de Ratios Financiers. 550/041- Upper, J. Programme d'Enseignement de FinanceCette Note de Cours decrit les principaux ratios El6mentaire-Premiere Partle: Comprendrefinanciers utilis6s dans l'analyse de projets et des les Etats Financiers.entit6s dont ils sont issus. Les ratios sont classes en * Huang, J. . Williams, E.trois grandos cat6gories destin6es & corner: (a) laIliquidit6 et la capacit demprunt, (b) le rendemant at (c) Voir 550/033, 550/032, et 550/040, pour parties II-IV.Ia rentabilite. Ils s'appliquent en principe o I'analyse de 1980 * 41 pages * Shelf No. F0448toutes les entites qui tiennent des comptes sur unebase continue, qu'elles soient a capitaux priv6s oupublics. 550/0491977 - 29 pages - Shelf No. Fl1106 Relations entre les Etats Financiers.

i Huang, J.

550/031 1975 . 2pages - Shelf No. F0897Comment Utillser votre Calculateur BonMarch6 pour Resoudre les ProbIlmes ,d'Analyse Financiere. MESURES DE LA VALEUR DUPROJECT

- Huang, J. 555/010

1979 - 14 pages * Shelf No. F0428 Etude de Cas d'un Projet de Transformationdu Bois en Tanuganya.* Dixon, M. * Raghavan, V.

550/03 2' Programme d'Enseignement de Finance 1981 * 42 pages - Shelf No. F0461E16mentaire-Troisieme Partie: Analyse desEtats Financlers-Analyse par les Ratios. 555/013* Williams, E. Aspects Techniques de I'Evaluation.Voir 550/041, 550/033, et 550/040 pour parties 1, II, et * Lamson-Scribner, F. * Puri, G.IV.1980 - 39 pages * Shelf No. F0431 1976 27pages Shelf No. F0466

170 Materiels en Fran ais

555/01 8 555/071Graphes a Utiliser pour obtenir des Valeurs Usine de Sacs de Sisal en Xieland.Approximatives du Taux de Rentabilite * Nespoulos-Neuville, A.I n t e r n e . Le present Exercice a pour objet d'illustrer l'importance- Huang, J. relative des differents facteurs qui peuvent creer un

1975 - 7pages - Shelf No. F0472 ecart entre le taux de rentabilit6 interne (TRI) financieret le TRI 6conomique. II appara?tra notamment que,pour un projet de substitution aux importations, un taux

555/019 de protection elev6 peut ais6ment entrainer un TRIDimensionnement at Calendrier des Projets. economique faible ou negatif pour un projet dont le TRI- Puri, G. financier est satisfaisant.

1982 4 4pages * Shelf No. F09721977 * 17pages * Sheff No. F0474

55 5/043 ANALYSE ECONOMIQUE ET SOCIALEAnalyse des lnvestissements par des 560t001M6thodes d'Actualisation. Zaire-Etude de Cas: Comparaison du CoOt- Huang, J. des Options Ferroviaire et Fluviale pour

1976 - 22 pages * Sheff No. F0821 Relier llebo a Kinshasa.* Hogg, V. * Kumar, D. * Magassy, P. . Miller, L.L'objet de cette Etude de Cas est triple: 1. etablir une

55SIO045 comparaison de coOts entre deux moyens possibles deAnalyse du Seuil de Rentabilite. transports: le transport par une voie ferr6e envisag6e* Lamson-Scribner, F. * Puri, G. et le transport actuel par voie fluviale; 2. entreprendre

une analyse quantitative et soulever les questions1977 - 16 pages * Sheff No. F0826 pertinentes afin d'evaluer de cette comparaison; et 3.

6toffer l'analyse presentee dans cette Etude de Cas555/052 pour qu'elle puisse servir de fondement a la prise d'uneComment Commencer le Calcul d'un Taux de decision.Rentabilite Interne. 1978 - 11pages * Shelf No. F0517- Schaefer-Kehnert, W.Cette Note a pour but d'indiquer comment trouver le 560/023point de depart du calcul d'un taux de rentabilite interne Les Tissages du Sahara-Analyse(TRI), un certain flux de liquidite etant donne. Doux Economique.tableaux presentent le TRI d'un grand nombre de flux Pur, G. .Williams, E.typiques; parmi ceux-ci on pourra toujours en trouver unassez proche du flux que l'on veut analyser. Le TRI du Le pr6sent Exercice exige le calcul du taux interne deflux choisi dans ces tableaux sera generalement rentabilite economique d'un projet fonde sur un taux desuffisamment representatif du TRI du flux reel pour que change de r6ference. La valeur actuelle nette peutl'on puisse interpoler a partir des deux premiers tests. egalement etre calculee sur la base du coOt1981 - 12 pages - Shelf No. F0836 d'opportunite du capital qui s'applique dans le pays.

1979 * 12 pages - Sheff No. F0541

5 55/0 6 2La Valeur de l'Argent dans le Temps. 560/026* Burnett, N. * Lamson-Scribner, F. Facteurs do Conversion e1 Taux do Changede R6fdrence.1979 * 13pages * ShelfNo.F1084 * Mise au programme par: Shaw, C.

Cette Note de Cours reproduit la note 2.03 du Service555/070 Central des Projets de la Banque Mondiale. ElleProgramme d'Ensaignement de Finance examine les differentes interpretations du concept duElementaire (Services Publics)-Premlbre taux de change de reference et les compare avecPartle: Comprendre les Etats Financiers. iinterprntation utilisee par les methodologies d'analyse

des projets developpees par l'ONUDI d'une part, et par* Huang, J. * Williams, E. Little/Mirrlees et Squire/van der Tak d'autre part. CetteVoir550/021 pourladeuxiemepartie. Note decrit 6galement les differentes methodes1980 * 41pages * Shelf No. F0922 d'estimation du facteur de conversion standard ainsi

Materiels en Fran,ais 171

que les criteres d'applicabilite des facteurs de quelle est l'volution de l'conomie en l'absence duconversion specifiques par rapport aux facteurs de projet pour mesurer correctement la rentabilit de celui-conversion generaux ou standard. ci.1984 * 46 pages . Shelf No. F1201 1984 * 18 pages - Shelf No.F1175

560/02 7 PREVISIONS DE LA DEMANDE ETCrithres d'lnvestissements 3 Utiliser dans COMMERCIALISATION |I'Analyse Economique des Projets.* Mise au programme par: Shaw, C. 565/002Cette Note de Cours reproduit la note 2.01 du Service Application des Modeles de R6gression a laCentral des Projets de la Banque Mondiale. Elle a pour Prevision du Transit des Marchandises parobjet de pr6ciser les criteres a appliquer en comparant un Port.les coGts et les avantages economiques d'un projet afin - Kumar, D.de determiner si celui-ci represente un bon usage des Cet Exercice a deux objectifs principaux: 1. Exposerressources d'un point de vue economique. certaines techniques de prevision et 2. Analyser et1984 * 21 pages - Shelf No. F1203 evaluer les previsions relatives a la demande afin de

pouvoir planifier les installations de manutention des

560/041 marchandises dans un port.Sources d'lnformation sur les Produits. 1976 * 12pages * Sheff No. F0557- Beacham, L. - Singh, S.

1980 - 3 pages - Shelf No. F0859 M6thodes de Pr6vision.

* Magassy, P.560/052 La presente Note de Cours a pour objet de donner uneProjet de Cr6ation d'une Petite Acierie d'une vue d'ensemble des techniques de prevision le plusCapacite de 30.000 T/An. couramment utilisees. Elle examine I'analyse des* Bussery, A. series chronologiques, I'analyse de correlation etCette Etude, comme toutes les etudes de cas, tend a l'analyse de regression simple en d6tail, et n'aborde quesimplifier la realite, et peut para^ltre schematique. Elle brievement d'autres methodes.cherche a illustrer une approche pratique des problemes 1978 - 37pages - Shelf No. F0566d'6valuation 6conomique des projets en tenant comptede la limitation des informations et des moyens derecherche g6n6ralement disponibles, mais tout en |IMPORTATION DE TECHNOLOGIE ET DU CAPITALrestant aussi conforme que possible auxenseignements de la th6orie economique. Le probleme 570/004ost aborde selon des deux approches possibles Les Ingenieurs-Conseils.(variation des revenus des agents et approche coOt- * Lamson-Scribner, F. * Puri, G.avantage), mettant en evidence leur convergence dansun contexte concret so referant au meme corps 1978 * 15pages * Shelf No. F0576d'hypotheses sur le contexte economique et social duprojet. Les conclusions de 1'etude de rentabiliteeconomique permettent de poser des conditions ETUDE DE SENSIBILITt ET ANALYSE DES RISQUESprecises a la realisation effective du projet afin quecelui-ci contribue effectivement a l'augmentation du 575/003revenu national. Introduction t I'Analyse Statistique et des

1981 - 6 pages Sheff N. F1362Probabilit6s pour I'Analyse CoOts-1981 *69pages * Shelf No. F1362 Avantages.

- Huang, J.560/058Projet de Production de Chaux Hydraulique. 1975 * 31 pages - Shelf No. F0582* Bussery, A. * Dallagi, M.Cette Etude de Cas a pour objet essentiel d'illustrer les 575/004methodes d'analyse economique d'un projet industriel Application de l'Analyse des Decisions 3 undans le cas d'un produit qui ne fait pas l'objet d'un ProbIlme de Decision Unique.commerce exterieur significatif. Elle met en particulier * Kumar, D.en 6vidence la difficulte et l'importance de determiner Le pr6sent Exorcise est destin6 A des travaux

effectues en seminaire a propos de la Note de Cours de

172 Materiels en Fran,ais

I'IDE sur l'introduction a l'analyse des decisions, particulier l'application de m6thodes rapides de calcul575/009. II est demande aux participants d'appliquer pour ce type de test.les regles recommandees par Laplace, Wald, Savage et 1982 * 2 pages - Shelf No. F0602Jurwicz a une decision unique et de commenter lesconsequences de ces resultats.1982 - 3 pages * Shelf No. F0584 EVALUATION RETROSPECTIVE

580/005575/005 La Centralisation de la Surveillance et deAnalyse a I'Aide d'Arbres de Decision l'Evaluation.Appliqu6e A un Probleme d'lnvestissement * Bowden, P.pour I'Exploitation d'une RessourceNaturelle. 1980 - 29 pages - Sheaf No. F0609* Kumar, D.Cet Exercice est destine a des travaux en s6minaire Ex6cution des Projetseffectues en conjonction avec la Note de Cours de l'IDE575/009. II est demande aux participants de se servir 605/00 2de l'analyse pour 1. definir la nature du probleme; 2. Regles de Supervision des ProJets.rep6rer et evaluer les incertitudes qui s'y rattachent; 3 e do Peexplorer les alternatives possibles; 4. proposer une * Medhora, P.strategie realisable pour les prises de d6cisions 1976 - 4 pages - Shelf No. F06131976 - 9 pages - Shelf No. F0587

605/004575/009 Quelques R6flexions sur l'Administration desIntroduction a I'Analyse des D6cisions. Projets.* Kumar, D. * Huang, J.Cette Note, qui suppose que l'on ait deja quelques 1977 - 14 pages - Sheff No. F0616connaissances concernant l'analyse coOt-b6n6fice,pr6sente certains 6l6ments de base de I'analysestatistique des decisions: esp6rance mathematique et 605/018probabilites, rbgles applicables a la d6cision unique, Probilmes de Mise en Oeuvre des Projets deanalyse a l'aide d'arbres de decision, utilite attendue et Developpement Rural.ponderation des objectifs multiples. Elle a * Burnett, N. Youker, R.essentiellement pour but de completer un expose fait en Gette Note de Cours fournit une ddscription dess6minaire et peut ttre lue avec profit avant ou apres un problemes qui ont entrave la mise en oeuvre des projetstel expos6. de developpement rural.1979 * 10 pages . Shelf No. F0593 1980 - 14 pages Sheff No. F0946

575/011Analyse Economique des Projets-Analyse 605/019desaRisques eonome densibilietse. nalye Un Systeme de Gestion pour la Planificationdes Risques et de Sensibilitd. et la Mise en Oeuvre des Projets en EDARA:* Mise au programme par: Shaw, C. Etude de Cas.Cette Note de Cours reproduit la note 2.02 du Service Shaw, C.Central des Projets de la Banque Mondiale. Elle tient * aw,compte d'une part de la gamme des variations Cet Etude do Gas examine les problbmes de gestion dupossibles des e6lments de base dans les flux de coOts systbme de planification et de mise en oeuvre deset d'avantages (prix, quantites d'intrants et d'extrants, projets en Edara, un pays fictif.echelonnement des depenses, etc.), et d'autre part de 1982 * 41 pages - Shelf No. F1171la necessite de faire apparaitre clairement dans lapresentation de l'analyse l'ampleur des incertitudesliees aux resultats. 605/0231984 - 21 pages - Sheff No. F1202 L'Emploi de Consultants.

* Henni, S.Cet exercice consiste a revoir et a completer des

575/01 5 projets de documents a envoyer aux bureaux deApplication de l'Analyse de Sensibilite & un consultants pres6lectionn6s en vue de la soumissionProjet Portuaire. d'offres pour le recrutement d'un consultant principal* Kumar, D. * Miller, L. aupres du Ministbre de la reforme du Secteur ParapublicCet Exercice permet d'examiner l'impact de l'incertitude de conform6ment aux "Directives" de la Banque.sur I'admissibilite 6conomique d'un projet. On notera en 1986 * 14 pages * Shelf No. F0660

Materiels en FranQais 173

OBJECTIFS DU PROJET ET REPARTITION DU TRAVAIL 61 5/036La Methode d'Analyse par Representation

610/009 Graphique: A B C-Methode du CheminD6finition de la Hi4rarchie des Objectifs d'un Critique Slmplifiee.Projet. - Mulvaney, J.* Burnett, N. * Youker, R. 1982 - 90 pages * Shelf No. F9002Cette Note de Cours introduit les concepts de laHierarchie des Objectifs et de la Chaine des Fins et desMoyens qui permet de d6finir et de clarifier des objectifs ESTABLISSEMENT DES CALENDRIERS ET DES RAPPORTSaussi bien pour la conception que pour l'evaluation aposteriori des projets. 620/0041980 - 13 pages - Shelf No. F0633 Comment R6duire les D6Iais Necessaires a

l'Ex6cution d'un Projet-Exercice deMethode du Chemin Critique/Methode de la

PLANIFICATION DU PROJET S6quence Logique.- Huang, J.

615/017 Le pr6sent Exercice illustre un proced6 optimal deProjet de Construction de Route-Exercice reducticn de la dur6e d'un projet par l'acc6leration desMCC/MP. activites prevues grace a la technique de la methode du* Huang, J. chemin critique/m6thode de la s6quence logique. LesL'Exercice ci-apres porte sur 1'etablissement du changements des besoins en ressources sont aussicalendrier d'un projet de construction de route par la etudies.methode du chemin critique (MCC) et la methode des 1977' 5 pages - Shelf No. F0685potentiels (MP). Le graphe contient 18 activites dont ondonne le detail. On demande 6galement auxparticipants d'examiner differentes mrthodes pour 620/012reduire le delai d'execution par modification du graphe Concepts et Notions de Base sur lesde base. Systemes de Management.1977 . 11 pages * Shelf No. F0655 * Declerck, R. * Razafindrakoto, R.

1982 - 9 pages - Shelf No. F1083615/020Mise en Place d'un Pont Provisoire-Exercice d'Analyse de Graphe. CONTROLEDESCOUTSIMalone, P. 625/007

Cette Etude de Cas a ete conque pour mettre en M6thodes de Comptabilit6 Analytique etpratique la mise en ordre, donn6e d'activit6s dans un d'EIaboration du Budget.graphe sequentiel, et l'analyse d'un graphe sequentiel Anderson, A. * Mann, J.pour dbterminer le chemin critique. L'interdependancedes activit6s n'est pas explicitement indiquee, mais Cette Note de Cours presente une introduction a lapeut etre presumee. preparation des "budgets des centres de

responsabilite". En raison du nombre de personnes1977 - 4 pages * Sheff No. F0659 participant au processus budgetaire, toutes les phases

de ce dernier devraient etre coordonnees par un seul615/029 departement, celui de la Planification du budget. LaConstruction d'Atellers de Chemins de Fer et Note definit les responsabilites de ce d6partement etd'Entrep6ts-Exercice de Methode du met l'accent sur le fait que les pr6visions budgetairesChemin Critique. devraient etre etablies par le centre ou s'exerce

l'activite inscrite au budget. Les projections portent surg Malone, P. les fonctions de gestion, la planification, l'annee et le

1982 * 11 pages - Shelf No. F0672 processus budgetaires, les principes sur lesquels sefonde l'6laboration du budget, les budgets desd6partements et les instructions relatives a

615/033 I'etablissement des rapports dans le cadre du contr6leLes Elements Fondamentaux des Methodes des coOts.du Chemin Critique. 1981 - 55 pages * Shelf No. F0700* Malone, P.

1976 * 5 pages - Shelf No. F0400

174 Materiels en Frangais

6251008 questions de style ou de choix des mots les plusPrevisions Financieres de Direction d'un nuancees ou les plus subtils. Elle se concentre sur laProjet. preparation d'une structure de base pour la redactiond'un rapport et sur quelques defauts de presentation- Lamson-Scribner, F. assez courants ainsi que sur 1'emploi a mauvais exact1977 - 17pages - Sheff No. F0703 de mots et de chiffres. Elle a pour but d'am6liorer la

clarte et non pas le style.

62 51009 1978 * 9 pages - Shelf No. F0951Le Contr6le des CoOts d'un Projet. Transports* Burnett, N. * Youker, R.Le present document expose brievement les raisons 705/007pour lesquelles un directeur de projet doit s'interesser Administration de l'Entretien.au controle des coOts et d6crit les caract6ristiquesessentielles de cette procedure. * Malone, P.1980 - 7pages - Sheff No. F0948 1979 - 7pages - Shelf No. F0755

PASSATION DES MARCHES I PLANIFICATION SECTORIELLE

635/004 710/002Evaluation d'Offres de Vehicules. Donnees et Cadre de Reference des* Srinivasan, R. Poiltiques de TransportCet Exercice est conqu pour tenir compte dans des buts - Hogg, V. Saud'estimation des coOts du transport interieur, du temps La presente Note de Cours a pour objet de montrer quede livraison, des variations aux termes de paiement la politique des transports est un produit de manoeuvresstipules a l'avance et des tarifs de favour dans le lieu du "politiques" de la part de divers groupes d'interets. Cesprojet. L'objectif est de determiner l'offre evalu6e la manoeuvres se soldent par une politique qui estplus basse. essentiellement un compromis avec lequel ces groupes1982 - 4 pages - Shelf No. F0713 peuvent "vivre" et non pas l'intention altruiste de

satisfaire "I'interet public".

635/00 8 1979 - 5pages - Sheff No. F759S6minaire sur la Passation des Marches.* Srinivasan, R.Cette Note de Cours decrit la procedure de la passation 720/004des marches pour les appels d'offres internationales. Exercice sur lo Goudronnage dune Route1982 * 18pages * Shelf No. F0718 Empierree.

*Hubert, E. * Murray, G. Formation des Formateurs HuetE. Mra,G

1973 - 13 pages * Shelf No. F0767670/015Bibliographie-Besoins en Formation des 720/008Directeurs de Projets Agricoles et de Exercice sur la Construction d'un AxeDeveloppement Rural. Routier.* Youker, R. * Hubert, E.Recemment, plusieurs organismes ont prepare desrapports ou ont subventionne des etudes pratiques 1973 * 16pages * Shelf No. F0847visant a d6finir les besoins en formation des directeursde projets de developpement rural, et a etablir des 720/010programmes de formation. Projet de Route Rurale de M'Pesoba (Mali).1982 * 7pages - Shelf No. F1081 * Jones, W.

670/01 9 1977 - 21 pages - Shelf No. Ft123R6daction de Rapports.* Malone, P.La presente Note de Cours a pour objet d'aider lesparticipants dont la langue maternelle n'est pas I'anglaisa r6diger des rapports. La Note aborde pas les

Materials en Frangais 175

720/01 1Exercice-Options s'ExcluantMutuellement-Choix du Plan Approprle pour 735/002la Construction d'un Pont. Etude do Cas-Projet d'Aeroport-Prise de* Malone, P. D6cisions et ObJectifs Multiples.Le present Exercice a pour but de fournir un exemple * Hogg, V. * Kumar, D.d'options s'excluant mutuellement dans la pratique, lors Cette Etude de Cas met en jeu un travail d'equipe, puisde l'examen d'un cas simple, mais fr6quent, celui de la une discussion en seminaire sur la methode d'analyseconstruction d'un pont routier enjambant une riviere. et d'inclusion d'objectifs multiples dans la prise de1982 5 pages * Shelf No. F0849 decisions. Chaque objectif doit etre vu dans le contexte

de ia situation actuelle et des autres objectifs; etchaque decision ou strategie viable doit etre pesee au

720/01 2 vu de ses consequences dans l'immediat et l'avenir.Exercise sur la Construction d'une Route de L'exercice est orient6 principalement vers la discussionD6veloppement. et peut comporter plus d'une solution. Ii fournit,-Hogg, V. cependant, une matiere suffisante pour une analyse

rigoureuse.1973 * 9 pages - Sheff No. F0774 1982 - 7 pages * Shelf No. F0789

CHEMINS DEFER 735/003.La Decision d'lnvestir dans les Avions.

Projet de Chemin de Fer d'Etat- *GellmanEtablissement des Etats Financiers. 1977 * 44 pages - Shelf No. F0791* Williams, E.Cet Exercice est un exercice en deux parties destine a Urbanismepresenter les etats financiers. La premibre partieconcerne l'6laboration des trois principaux etats et laseconde contient des hypoth6ses a utiliser pour PLANIFICATiON NATIONALEelaborer les previsions financieres correspondantes. 765/0081976 * 3 pages - Sheff No. F0779 Le Contexte Urbain en Afrique.

- Koffi, A.TRANSPORTS FLUVIAUX ET MARITIMES Ce document a et pr6par6 par le Centre de Recherches

en Architecture et Urbansime d'Abidian (CRAU) pour le730/001 compte de l'Institut de Developpement Economique. 11 aExercise sur I'Agrandissement des pour but d'introduire les participants des cours etInstallations Portuaires sur I'Ocean. seminaires sur la gestion urbaine aux problemes- Murray, G. essentiels des villes Africaines, de presenter un etat

L'Exercice consiste A comparer deux mdthodes des recherches ecrites sur le sujet, tant en francaisL'Exercice consisto a comparer deux methodes qu'en anglais, et de donner un aperqu des contraintes etdestinees a satisfaire la demande croissante obstacles auxquels sont affrontees les autoriteesd'installations portuaires sur l'ocean: I'agrandissement locales. Les indications de solutions a la crise urbained'un port existant et la construction d'un nouveau port. sont des 6lements de discussion et n'ont aucune valeurLes variations des coOts de transport maritime et de de recommendations "officielles."transport terrestre ainsi que la composition du traficsont consideres comme des facteurs importants. 1988 - 45 pages - Shelf No. F1502L'analyse inclut la conversion des coOts financiers encoOts economiques pour differentes depenses 765/009d'investissement et le calcul du taux de rentabilite C6te d'lvoire-La Contribution des Grandesinterne. Villes au Developpement.1972 * 10 pages * Shelf No. F0784 * Davezies, L. * Nicot, B. * Pouliquen, P.

* Prud'homme, R.Ce document, qui met en oeuvre une methodologieoriginale deja utilisee pour les villes de Paris etCasablanca, cherche a cerner la contribution de la plusgrande ville de Cote d'lvoire dans le budget de l'Etat. Laquestion de savoir si celle-ci paie plus d'imp6ts et taxesqu'elle ne recoit de subventions ou dotations de l'Etatn'a aucune port6e normative. L'objectif du document

176 Materiels en Frangais

est essentiellement d'analyser le type de "transfert" encause et si possible de le chiffrer. FISCALrT URBAINE

Document de Travail 785/013La FiscalltM Urbaine en Afrique de l'Ouest

1988 40 pages e Shelf No. F1509 * Dillinger, W. * Goldfinger, C. * Hewitt, E. * Reliquet, C. .Snell, S.

765/01 0 Cette Note de Cours analyse la gestion de quatreLes Subventlons Globales de l'Etat aux sources de revenus pour les collectivit6s locales enCollectivit6s Locales: Critbres de Afrique de l'Ouest--l'imp6t foncier, la taxeRepartitIon dans Quelques Pays Africains. professionnelle, le minimum fiscal ainsi que les marches* Nicot, B. - Prud'homme, R. municipaux--et identifie les moyens pour en accro^ltre leCe document recense [es criteres de repartition des rendement. L'analyse repose sur six etudes de cassubventions de l'Etat aux collectivites locales dans effectuees dans quatre pays de l'Afrique de l'Ouest: lequelques pays de'Afrique de l'Ouest Francophone. II se Nigeria, le Liberia, le S6n6gal et la C6te d'lvoire.termine par une comparaison de ces criteres et 6value 1986 - 127 pages * Shelf No. F1397les effets induits par le choix de tel ou tel d'entre eux.1988 * 28 pages * Shelf No. F0956 785/016

La Mobilisation des Ressources.7651011 * Ndiaye, M.La Patente dans les Pays d'Afrique de Cette 6tude de cas montre la possibilit6 de mettre enl'Ouest. oeuvre des solutions appropriees pour le recouvrement* Chomentowski, V. des recettes fiscales. Aprbs une analyse desCette etude de cas illustre l'importance de la fiscalit6 contraintes pesant sur le rendement des imp6ts, unoconomique dans les pays d'Afrique de l'Ouest, ses inventaire des am6nagements des proc6dures demecanismes, son 6volution, son poids, ses avantages recouvrement, 1'etude prouve qu'un effort d'organisationet inconvenients. Cette etude a pour but de discuter a se traduit heureusement par des resultatsla fois de la validet6 6conomique et de la necessite considerablement plus elev6s que le coOt des moyens &financibre de ce type de fiscalit6. La guide du formateur mettre en oeuvre pour les atteindre.oxplique l'utilisation de l'etude au cours de seances de 1988 - 30pages * Sheff No. F1499formation.1988 - 55 pages * Shelf No. F0988 785/017

M6thodologle pour la Recherche d'une765/01 2 Organisation Adapt6e au FonctionnementDotations et Subventions de l'Etat. dss Services Urbalns d'AssainissementDoBrunetaton et Mazurvsntlonsed tat. G6n6ral-Applicatlon au Cas de Cotonou.

* Brunet, F. * Mazurelle, J. * Canel, P.Ce document comprend deux parties: la premiere, Celt ditheorique, a pour objectif de r6habiliter I'aide de l'6tat CeUe etude de cas analyse let durabns sude mise pnsdestin6e aux collectivit6s locales a travers une place de structures efficaces et durables sur les planscomparaison des formules de transfert utilisees dans le administratifs et financiers et garantissant uluronolaritemonde. Elle aborde egalement la discussion des des services urbains. La reflexion sur l'autonomie deavantages et inconvenients de subventions, globales gestion de la structure, la privatisation eventuelle de laou non, de fonctionnoment et/ou d'investissement. La gestion de ces services publics doit se faire dans undeuxieme, sous la forme d'un exercice bas6 sur un cas cadre par nature contraignant lequel pose directementfictif, permet d'analyser un mecanisme de repartition le probleme de l'origine des ressources financieres dudes subventions de l'Etat pour aider a cerner toutes les secteur et du maintien de son 6quilibre financier. Lesincidences, sur la gestion communale, ou en termes configurations types qui sont evoqu6es et cellesd'amenc ent du Territoire, des techniques mises en Imaginees dans le cas de Cotonou sont citees a titreoeuvre dd'exemples de combinaisons d'options. Dans le cadre

d'une action de formation ce dossier peut etre compl6t61988 * 35 pages - Sheff No. F1206 par 1'exercice qui consiste, a partir du cas de Cotonou, a

6valuer en groupe la pertinence des configurationsobtenues apres la prise en compte des objectifspoursuivis et des contraintes rencontrees.1988- 68pages - SheffNo.F1498

Materiels en Frangais 177

785/0 20 GESTION URBAINEIntroduction aux Finances Locales.* Mazurelle, J. 790/008Ce document fait le point sur les d6finitions La Gestion du Domaine Foncier & Bamako.fondamentales quand on parle de finances et de o Diallo, F.fiscalite locale. Mais la discussion introduite par ce Cette etude de cas retrace l'experience du projet urbainrappel devrait etre centree sur les criteres d'evaluation du Mali, pour co que concerne le probleme foncier, sousd'une bonne fiscalit6 autant que sur les mecanismes ses aspects administratifs et fiscaux. Relat6e par lad'imposition. On refl6chira 6galement utilement aux fonctionnaire Malienne qui en a la responsabilit6, cetteconsequences du systeme institutionnel choisi experience donne un apercu des difficultes(decentralis6--deconcentre) sur la forme et les rencontrees, de loriginalit6 des solutions elaborees etcaractbres du prelevement. La deuxieme partie du des rbsultats, tres encourageants, de l'actiondocument presente une typologie descriptive des entreprise par les autorites maliennes.principales ressources locales et pose (sommairement)le probleme de la reforme des systemes fiscaux locaux 1988 * 20pages * ShelfNo. F1501dans les pays en voie de developpoment. Approvisionnement en Eau et1988 36 pages . Shelf No. F1503 Assainissement

785/0 21La Mobilisation des Ressources Locales-Le 81T5/002Cas des Recettes de Marche et dela Taxe sur Techniques do Calcul d'lntnr&ts Compos.s etla Publicit6 & Dakar. d'Actualisatlon.

M Maurer, R. * Malone, P. - Ringskog, K.Cette etude de cas, basee sur les enseignements du Cette Note de Cours comprend des exercices quiprojet urbain de Dakar, traite de ['administration des demontrent comment utiliser les tables d'interetstaxes r6mun6ratoires; tous les aspects, juridiques, composes et d'actualisation.financiers, techniques sont passees en revue pour 1982 * 11pages - Shelf No. F0927deboucher sur un catalogue des ameliorations aapporter a la gestion d'un type de ressources localesqui restent essentielles pour le financement des 81 5/003bosoins des villes africaines. Etude a la fois theorique Evaluation CoOts-B6n6flces d'un Projetet pratique, elle peut etre utilisee comme dossier de d'Adduction d'Eaureference par des gestionnaires qui veulent rationaliser * Ringskog, K.et am6liorer la collecte des taxes remuneratoires.1988 - 60 pages - Shelf No. F1500 1983 * 5 pages * Shelf No. F0968

785/022 [PRIXETLos Aspects Fonciers de la Gestion TARIFSMunicipale. 825/002* Rochegude, A. Etude de Cas sur le Service des Eaux et desCe document definit ce que l'on designe par "foncier" Egouts OSE: Uruguay.(instruments et procedures du Droit foncier) avant de o Ringskog, K. - Wolf, T.montrer en quoi il constitue une source de revenuespour les collectivites locales dans les pays en vole de Objectifs: appliquer la th6orie sur la fixation des tarifs ad6veloppement. II 6numere egalement les contraintes un systeme d'approvisionnement en eau et des egouts;que souleve sa gestion par les municipalites. developper, a partir des donnees fournies par l'etude

OSE, un plan tarifaire qui favorise l'efficacit6 des1988 * 35 pages * Shelf No. F0893 d6penses, la redistribution des revenus et un apport de

recettes adequat; evaluer et discuter la structure785/03 1 tarifaire proposee; et comparer les propositions au tarifLe Budget Municipal: Un Outil de Gestion. actuel prepare en Uruguay.Maurer, R. 1982 - 10 pages - Shelf No. F0965

1989 - 131 pages - Shelf No. F1591

178 Materiels en Fran ais

ALIMENTATION EN EAU ET ASSAINISSEMENT EN MILIEU RURAL

835/0 0 2Adduction d'Eau et Assainissement en ZoneRurale.- Shipman, H.Cette Note de Cours traite des problemes particuliersassocies a I'adduction d'eau potable et l'vacuation deseaux usees dans les zones rurales par opposition auxzones urbaines. En outre, trois possibilites dedemarches pour le developpement d'un projet y sontanalysees, a savoir la d6marche par inventaire, lademarche par projet pilote et la demarche par projet ded6monstration.

1982 * 13 pages - Sheff No. F0930

* * *

Materiales en Espaniol 179

Temas

Agricultura y Desarrollo Rural 181

Administraci6n del Desarollo 187

Educaci6n 187

Energia y Electricidad 188

Industria 188

Cuestiones Economicas Internacionales 188

Poblaci6n, Saludy Nutrici6n 189

Preparacion y Evaluaci6n de los Proyectos 189

Ejecucidn de los Proyectos 194

Capacitacion de los Instructores 196

Transporte 196

Desarroilo Urbano 196

Abastecimiento de Agua y Saneamiento 196

180

Ejemplo

Document (Numero del Documento)NumberUse on Order Form

{30.C/-30/031 Title-Use on OrderFormMetodolog/a de Analisis do las Inversiones en... (Tftulo)

Author(s) * Schaefer-Kehnert, W.(Autor) Esta Nota de Curso trata del analisis de costos y beneficios de las inversiones en explotaciones

agricolas, lo cual, para abreviar Ia expresi6n, se denominaen adelante analisis de inversi6n enlaexplotaci6n agricola...1981 -41 pages-helfNo.S0051-

Date ofPublication(Fecha dePublicaci6n)

Number ofPages(Numero dePaginas) Shelf Number

Use of Order Form

Materiales en Espa,iol 181

Agricultura y Desarrollo Rural 030/007Aspectos Econ6micos de la Produccl6nIntensiva de Carne Vacuna en un Pals en

NOTAS DE CURSO Desarrollo.

030/00 2 * Schaefer-Kehnert, W.Cuantificaci6n de la Capacidad de Como muchas veces en el pasado se ha intentado sinEndaudamlento de la Explotacl6n Agricola. exito la practica intensiva de producci6n de carne* Von Pischke, J. vacuna en Paises en desarrollo, en este documento se

trata de determinar que condiciones econ6micas debenLa base mas uitil para la formulacion de decisiones de prevalecer para que tales operaciones tengan exito. Atipo crediticio y para el diseiio de proyectos de cr6dito tiftulo de ejemplo se utiliza la producci6n en corrales dese encuentra en el metodo que eval6a y cuantifica la engorde en Kenya y la estructura de precios allicapacidad de endeudamiento del prestario. Ese m6todo imperante.comprende cuatro pasos analiticos qua sonfundamentales para la adopci6n de dacisiones 1978 - 12paginas - Shelf No. S1349financieras y que se pueden llevar a cabo de maneraordinaria en los campos de economia agricola y de 030/011simples matematicas financieras. El metodo de D0rectr1ces para la Determlnacl6n de lasdeterminaci6n de la capacidad de endeudamiento se Condcioes de la Crmitdepuede aplicar a decisiones crediticias individuales asi Condiciones de los Cr6dltoscomo a la administraci6n de la cartera, al diseno de * Von Pischke, J.proyectos y a la planificaci6n del sector agricola En la presente Nota se trata de exponer una lista1976 * 41 paginas * Shelf No. S0003 exhaustiva de los principios generales que debieran

observar las entidades de credito o acreedores alestablecer las condiciones de los creditos que

0301005 conceden. Estas condiciones incluyen el tipo dePrInciplos de Economia de la Produccl6n interes, el monto del capital, los plazos deAgricola vencimientos, los mecanismos de recuperaci6n* Schaefer-Kehnert, W. empleados y los requisitos de garantia. Otros aspectos

de la presente Nota que son importantes para laEsta ota d Curs resue en ocas ~gina los adopci6n de decisiones en matenia do creditos son los

principios centrales de economfa de la producci6n rinciios para evaluar al solicitante ysu solicitud doagricola. Tiene como objectivo el familiarizar a los prestao np pla prent sotante y suferncia aespecialistas en agricultura con el tema de economia de los asmpoctos eco ntmicos mas ge nerales de lasla producci6n, y refrescar los conocimientos de los condiciones de los creditos, pues se los examina deeconomistas agrarios. Presenta una introducci6n al uso preferencia en t6rmincs del negocio del prestamista yde las relaciones de precio como criteric de decisi6n en del tipo de relaci6n quo este dosea establocer con susla explotaci6n agricola y pretende mejorar el clientesentendimiento de las relaciones existentes entre losincentivos de produccion y las politicas de precios 1984- 6paginas- Shelf No. S0019agrfcolas.1977 - 10 pAginas - Shelf No. S0008 030/01 3

Como Medir los Incentivos de Inversi6n para

030/006 Pequeflos AgricultoresMedlcl6n de la Produccl6n y los Ingresos de * Schaefer-Kehnert, W.Explotaclones Agricolas Esta Nota de Curso propone el uso de un indicador* Schaefer-Kehnert, W. mediante el cual se pueda medir el incentivo que losEn la presents Nota do Curso se describen brevemente pequehos agricultores necesitan para participar en un

algunosde los principales Indicadores de la producci6n proyecto de desarrollo. Ya que la tasa de rentabilidadalguos d lo pricipaes ndicdore doIa poduci6ninterna del capital no es un indicador pertinente para

y los ingresos de explotaciones agricolas y su pequehos agricultores, ia Nota propone en su lugar, elmedici6n. Esos indicadores deben medirse para poder uso del aumento porcentual del beneficio neto delanalizar los resultados anuales (expost o exante) de agricultor. Este indicador tambien puede ser usado parauna explotaci6n agricola ya existente en lo que elegir una alternativa de inversi6n entre variasrespecta a su productividad y' rentabilidad. alternativas que sean mutuamente excluyentes y es, a1977- 7paginas - Shelf No. SOO 1 este respecto, un sustituto del valor neto actualizado.

1979 * 11 paginas - Shelf No. S0023

182 Materiales an Espahol

030/014 030/026El Escalonamiento Cronol6gico de las Evaluaci6n Comparativa de InstituclonesEntradas y Salidas en la Proyeccl6n del Flujo Financieras desde la Perspectiva delde Fondos de una Explotaci6n Agricola. Desarrollo Rural.- Schaefer-Kehnert, W. * Von Pischke, J.Esta Nota de Curso define y explica algunos ajustes El examen de los servicios que ofrecen las institucionesque son necesarios en el analisis de proyectos y en financieras, de los tipos de fondos que recaudan y deespecial en la proyecci6n del flujo de fondos de una los prestamos e inversiones quo hacen proporciona unaexplotaci6n agrfcola. perspectiva interesante acerca de su adaptabilidad1979-22paginas - Shelf No. S0026 para suministrar servicios financieros a grupos de

desarrollo rural considerados como objetivo o, aproyectos agricolas. Esta Nota de Curso contiene

030/01 7 breves descripciones de esos aspectos de los bancosBosquejo para la Preparaci6n de Proyectos de ahorro postal, los servicios de ahorro y cr6ditode Desarrollo Ganadero cooperativos, los bancos comerciales, las instituciones* Schaefer-Kehnert, W. especializadas de credito agricola y las varias fuentes

de credito no of iciales.El presente documento proporciona un bosquejo para lapreparaci6n de proyectos de desarrollo ganadero para 1981 9pa'ginas - Shelf No. S0041ser presentados al Banco Mundial para su financiaci6n1980- 13 paginas-Shelf No. S0031 030/027

Revisi6n de los M6todos de AjusteCronol6gico en el Anilisis de Inversiones en

030/021 Explotaciones Agricolas.Base Analiftica para la Organizacl6n yAdministracl6n de Proyectos Agricolas * Schaefer-Kehnert, W.* Sachdeva, P. Smith, W. Este documento complementa notas de curso

anteriores relacionadas con el necesario ajusteEl presente documento es un resumen del Documento cronol6gico de los presupuestos de las explotacionesde Trabajo preparado por el personal del Banco Mundial agricolas descrito en el analisis del flujo de fondosNo. 375, en el quo se examina esquematicamente un actualizados. Demuestra que el uso de periodos deenfoque de analisis del poder en la elaboracl6n de contabilidad semianual o trimestral no son sustitutos delestructuras organicas. ajuste cronol6gico y que este ajuste puede ser1980 - 11 paginas - Sheff No. S 1157 realizado convenientemente introduciendo en el flujo de

fondos de la explotaci6n agricola un flujo de capital de

030/0 2 2 trabajo adicional.Enfoques del Dlsehfo de Proyectos 1981. 10paginas - Sheff No. S0043Agropecuarlos.* Schaefer-Kehnert, W. 03 0/031Este documento identifica y discute tres enfoques Metodologla de Analisis de las Inversionesposibles en el diseho de proyectos de desarrollo on Explotaciones Agricolasagricola: (i) enfoque subsectorial o basado en un * Schaefer-Kehnert, W.producto, (ii) enfoque funcional y (iii) enfoque regional. Esta Nota de Curso trata del analisis de costas yAdemas, examina las posibilidades de 4xito de dichos beneficios de las inversiones en explotacionesenfoques en determinadas circunstancias y discute los agricolas, lo cual, para abreviar la expresi6n, seefectos que un set de caracteristicas tienen en at 6xito denomina en adelante analisis de inversi6n en lade un proyocto. explotaci6n agricola. Este analisis es distinto al analisis1980 . 15p4ginas . Sholf No. S1181 de ingresos y al analisis de fuentes y usos de fondos.

Ya que las inversiones en la explotaci6n agricola sonpor lo general parte esencial de los proyectos de

030/023 desarrollo agricola, el analisis de inversi6n en laEvaluacl6n y Financiamiento de Proyectos explotaci6n es parte integrante de la evaluaci6n de losde Produccl6n Animal Intensiva proyectos agricolas.* Schaefer-Kehnert, W. 1981 - 41 paginas - Shelf No. S0051En esta Nota de Curso se examinan los aspectosecon6micos, sociales y financieros que son pertinentespara la evaluaci6n de los proyoctos de producci6nanimal intensiva en los Paises en desarrollo.1981 .32paginas.Shelf No. S180

Materiales en Espan7ol 183

030/035 030/054Organizaci6n de los Serviclos de Producci6n Cuestionario Socioecon6mico para FormularAgricola en Proyectos de Desarrollo Rural. Projectos de Desarrollo Rural* Schaefer-Kehnert, W. * Benito, C. * Bosco Monnerat, J. * Canon-Olivares, P. -En esta Nota de Curso se describen diversas Espadas, 0. * Santana, S.alternativas para organizar los servicios de producci6n Este cuestionario ha sido elaborado con el objeto deque necesitan los agricultores que participan en el ayudar a equipos de preparaci6n de proyectos en ladesarrollo rural. Estas alternativas en cuanto a obtenci6n de una visi6n general de algunas variablesorganizaci6n dependen en gran parte del diseno basico importantes a nivel de finca: uso de la tierra,de los proyectos de desarrollo rural, que puede ser, por coeficientes tecnicos, costos de producci6n,ejemplo, regional, subsectoral o funcional. Se describen distribuci6n del producto, patrones de empleo, ingresolas ventajas y desventajas de estas alternativas y su familiar. Ademas, permite recolectar informaci6n sobreposible evoluci6n, de instituciones publicas a algunas variables sociales tales como, salud yorganizaciones basadas en la autoayuda. educaci6n.1982 * 20 paginas * Shelf No. S0058 1982 - 31 paginas . Sheff No. S1410

030/042 0301055Conceptos Basicos sobre Seguimlento y Pautas para la Preparaclon de ProyectosEvaluaci6n de Proyectos Agricolas y de Agricolas.Desarrollo Rural. * Schaefer-Kehnert, W.* Olivares, J. Se adjunta a este documento la pauta para laEsta Nota de Curso presenta los conceptos generales preparaci6n de proyectos agrfcolas que sigue, ende control. Sobre esta base, introduce los conceptos de terminos generales, el esquema que se utiliza en losseguimiento y de evaluaci6n tal como estos se aplican a reportes sobre preparaci6n de proyectos que selos proyactos de inversi6n, con especial 6nfasis en los presentan al Banco Mundial junto con una solicitud deproyectos agricolas y de desarrollo rural. pr6stamo. La pauta no se refiere a un tipo especifico de1982 -32paginas - Shelf No. S1219 proyecto y por lo tanto podria necesitar modificaci6n

segun el caso.

030/043 1978 * 4 paginas * She/f No. S1191Calendario del Trabajo de Campo como Partede los Cursos de Planificaci6n y Evaluaci6n 030/056de Proyectos de Desarrollo Rural Los Costos de la Maquinaria Agricola* Schaefer-Kehnert, W. * Schaefer-Kehnert, W.En esta Nota de Curso se resume la experiencia 1977- 7paginas . Sheff No. S1192obtenida por el IDE al programar el trabajo de campocomo elemento didactico de los cursos de planificaci6ny evaluaci6n de proyectos de desarrollo rural. Este 030/057documento proporciona un detalle minucioso de la Aspectos Soclales de la Preparacl6n ydistribuci6n del tiempo necesario y describe la Evaluaci6n de Proyectos.secuencia de las actividades de un dia a otro * Ingersoll, J.1983 - 7paginas - Shelf No. S 1156 A fin de asegurar que los proyectos que respalda se

ajusten debidamente a la forma de vida de la poblaci6n030/053 local y funcionen con exito en su medio, el BancoIntroduccl6n al Desarrollo Rural Mundial ha incorporado el analisis social en la

evaluaci6n de todos sus proyectos, y ahora espera que* Canon-Olivares, P. como parte de la etapa de preparaci6n de proyoctos losEsta Nota de Curso presenta los conceptos generales prestatarios tambien procedan al analisis y lade los proyectos de desarrollo rural. En forma resumida planificaci6n social. Este trabajo tiene por objeto dar adiscute la evoluci6n hist6rica del concepto de desarrolla conocer el analisis social a los encargados de larural; las principales caracteristicas de los proyectos formulaci6n de politicas y del diseno y administraci6n deque materializan esta estrategia y de sus posibles proyectos; su prop6sito no es ensenarles a realizar talbeneficiarios; los principales problemas quo se analisis, sino proporcionarles informaci6n sobre suspresentan en su diseno y ejecuci6n; y el papel que ha caracterfsticas, por que se necesita, la contribuci6njugado el Banco Mundial en su promoci6n y que puede hacer y los principales aspectos que abarca.financiamiento En este trabajo se exponen las razones para incluir el1982- 9paginas She/f No. S 1182 analisis social en la planificaci6n de proyectos, asi

184 Materiales en Espanol

como una estrategia general para realizar tal analisisbasada en las normas adoptadas por el Banco en fecha ESTUDOS DE CASOS PARA DISCUSKNreciente. 035/01 21985- 26paginas - Shelf No. S1373 La Transferencia de Resultados

Experimentales a los Agricultores: El Casodel Proyecto de lnvestigaci6n Agricola de

Hu, wfflS pI!Db0lo@(n(0t) Espana.

030/1 14 - Olivares, J.Los Programas de Ajuste Sectorial Este Estudio de Caso presenta un analisis de algunosAgropecuario-Reflexiones sobre algunas aspectos de la programaci6n de la investigaci6nExperiencias en America del Sur. agropecuaria en Espana y de los mecanismos de salida* Diaz-Bonilla, E. de los resultados de esa experimentaci6n hacia los

agricultores. Describe las organismos que participan en1989 - 38pdginas * Shelf No. S 1614 la investigaci6n en Espaha y sus procedimientos de

programaci6n de actividades, enfocando la atenci6n enun programa particular de investigaci6n: plantas

HuDwBB Pub00MM(D0(6) oleaginosas

030/118 1982 * 14 pfginas . Sheff No. S0078Nueva Oportunidad para el Financiamiento dela Preservacl6n de la Diversidad Biol6gica.

- Goodland, R. ~~~~~~~~ESTUDIOS DE CASOS PARA COMPUTACIONI* Goodland, R.

1989 . 17pZginas - ShelfNo.S1587 040/018Juego de Planlficaci6n del PresupuestoAgricola.

mD,dm *mb0KDj6D - Canon-Olivares, P. - Hubert, E. . Jones, W. . Wheeler,G.

030/122 En este juego so simulan las iltimas etapas de la tomaDesarrollo Agricola Sostenido: Problemas y dE decisiones respecto al presupuesto do inversi6nDesaflos en Am6r*ca Latina. agricola de un plan quinquenal. Utilizando las carpetas*Sfeir-Younis, A. de los 18 proyectos de que se dispone, los

1990 - 20paginas -SheffNo. S16855 participantes determinan las tasas de rentabilidadecon6mica y las consecuencias del plan quinquenal enel presupuesto gubernamental. Cumplida esta tarea,

lmulylvvmSl Publotg1 tlft 6 >02 presentan un informe sobre sus proyectas. A partir de lainformaci6n recibida sobre prioridades nacionales y

030/123 limitaciones presupuestarias, deben preparar elEstrategia de Desarrollo-El Sector Agro- presupuesto. La utilidad, el alcance y las limitacionesRural y los Ecosistemas de America Latina. de la tasa de rentabilidad econ6mica como criterio de* Cox-Balmaceda, M. selecci6n surgen claramente de este procedimiento.

1990 . 25 p6ginas * SheIffNo. S 1657 1982 - 59 pAginas - Shelf No. S0098

0 40/025mu(gmm1 V bMmlO(3b Tercer Proyecto de Credito Agrfcola en

Honduras.030/1 29 -CnnOiae,PPoliticas y Estrategias para el Desarrollo * Canon-Olivares, P.Agropecuario. Este Estudio de Caso presenta la aplicaci6n de la* Perkins, B. metodologia de evaluaci6n de proyectos agricolas a un

caso especifico. El analisis ha sido dividido en tres1990 * 24pAginas - SheffNo. S1656 etapas. La primera etapa presenta el anAlisis de

inversi6n a nivel de la finca. La segunda etapa presentael analisis financiero del subproyocto Tabacomafz. Latorcera etapa presenta el analisis econ6mico.1985 ' 29paginas - Sheff No. S 1172

Materiales en Espafiol 185

040/039 045/020Ingenio Aire Libre. La Capacidad de Endeudamiento y la Forma* Ferrer, V. de Calcularla; un Ejemplo Simplificado.Este Ejercicio ilustra la determinaci6n del nivel de * Von Pischke, J.producci6n de cana de azucar a nivel de finca con el En esta Nota de Curso se trata de explicar, de manerauso de elementos basicos de microeconomfa tales simplificada, la aplicaci6n del concepto de la capacidadcomo costos promedio, costos marginales y precios. de endeudamiento a las condiciones de los pr6stamos aTambien pone en evidencia que la aparente falta de corto plazo. La capacidad de endeudamiento se derivamotivaci6n y productividad entre los canicultores puede del flujo de fondos disponibles previsto, ajustado enmuy bien ser debida a la falta de incentivos funci6n de hip6tesis razonables respecto a laecon6micos. adversidad previsible y de las partidas de gasto que el1977. 4paginas . Sheaf No. S1087 prestatario considera mas importantes que la

amortizaci6n de la deuda con el acreedor que efectua elcdlculo del flujo de fondos disponibles. La

040/042 determinaci6n de la capacidad de endeudamiento delProyecto Caqueta: Analisis Financiero y prestatario tiene por objeto determinar el monto delEcon6mico. prestamo que razonablemente podra solventar, sin- Canon-Olivares, P. - Espadas, O. dificultades ni inconvenientes.El objetivo de este Estudio de Caso es aplicar y discutir 1980 * 13paginas * Sheff No. S0125las tecnicas y metodologias de analisis comunmenteutilizadas en la evaluaci6n de proyectos de desarrollo 045/026agropecuario. Ejerciclo de Proyecci6n del Hato y una Finca1982 . 58paginas - Shelf No. S1225 Ganadera de Tanzania.

- Schaefer-Kehnert, W.|EJERCICIOS | Este Ejercicio permite aplicar las tecnicas de

proyecci6n del hato ganadero y demostrar la influencia045/01 2 que el mejoramiento de los coeficientes tecnicos tieneEjerciclo de C61culo de las Medidas de en el crecimiento y en la productividad del hato. UtilizaProduccl6n e Ingreso de la Flnca. un formato compatible con la metodologia de los flujos* Schaefer-Kehnert, W. de fondos ajustado en el tiempo tal como se aplican en

-caefer-Kehnert, W. *el analisis de inversi6n en explotaciones agricolas. EsteEn este Ejercicio se ilustra el calculo de las medidas de formato puede ser modificado para realizar diferentesproducci6n e ingreso de la finca que se considera son tipos de proyecciones del hato.los indicadores clave en el analisis de las empresas 1982. 20pgginas Shelf No. SO 133agricolas. Utiliza el presupuesto hipotbtico de una fincaque se basa en las cifras de la administraci6n de unafinca de Etiopia. 045/0 271977. 8piginas - Shelf No. 51189 Elercicio sobre el Uso de las Relaciones de

Precios como Indicadores de Preferencias.

045/01 6 * Schaefer-Kehnert, W.Ejercicio sobre Analisis de Ingresos e Este Ejercicio ilustra el uso de las relaciones de preciosInversiones en Explotaciones Agricolas. como indicadores en el proceso de toma de decisiones- Schaefer-Kehnert, W. que realiza la administraci6n de la explotaci6n agricola.* Schaefer-Kohnert, W. Ademas este ejercicio pretende mejorar la comprensi6nEn este Ejercicio se combina el analisis de los ingresos de la relaci6n existente entre los incentivos decon el analisis de las inversiones en una explotaci6n producci6n a nivel del precio y las politicas de preciosagrfcola a fin de demostrar las relaciones (y diferencias) agrfcolas.entre los dos tipos de analisis. Ambos analisis son 1982- 1Op6ginas - Shelf No. S 1089presentados para la misma explotaci6n, abarcando elprimero las operaciones corrientes durante un aho y elsegundo el desarrollo alcanzado durante la vigencia de 045/028un proyacto de inversiones en producci6n de leche. Ejorcicio de Comparaci6n de los Diferentes1979- 14piginas - Sheff No. S1088 Intermedlarlos Flnancleros del Area Rural.

- Von Pischke, J.

1981 . 5paginas - Shelf No. S 1090

186 Materiales en Espanol

045/029 030/031 "Metodologia de Analisis de las Inversiones enEjercicio sobre Proyecci6n del Flujo de Explotaciones Agricolas", y en J. Price Gittinger,Fondos de una Explotaci6n Agricola. 'Analisis Econ6mico de Proyectos Agricolas" (segunda* Schaefer-Kehnert, W. edici6n, capitulo 4). Tambi6n se conforma al formato de

las proyecciones del hato de ganado vacuno como seEste Ejercicia tiene como objetivo el familiarizar a los describen en 045/026 'Ejercicio de Proyecci6n de Hatoparticipantes con la metadalogia del analisis de yuna Finca Ganadera enTanzanla".Inversiones en la explotacion agricola

1981 . 13paginas -Shelf No. SO 139 1983. 8p6ginas Sheff No. SI 193

045/03 |GPAFICOSYTABLSEjercicio acerca de la Utillzaci6n Optima de 055/001Fertilizantes. Economla de la Producci6n Agricola.* Schaefer-Kehnert, W. * Schaofer-Kehnert W.En este ejercicio se demuestra como calcular el nivel Este documento presenta un conjunto de cuadras y6ptimo de fertilizaci6n de cultivos cuando se conocen Estelaciontos con juntobre cosoyuna funci6n de producci6n determinada y una relaci6n graficas relaci6nadas con las sesiones sobre oconomiadada entre el precio del factor y el precio del producto. de la praducc6n.Tambi6n demuestra hasta que punto Ilegarfa un 1980- 12p6ginas . Shelf No. S0157agricuLtor en la aplicaci6n de fertilizantes.

1982 . 3p iginas - Shelf No. Si 188 055/004Estrategia de Diserio Organizacional.

045/033 * Youker, R.Escalonamiento del Cr6dito y Servicio de Ia 1980. 14piginas - Shelf No. S 1186Deuda- Schaefer-Kehnert, W.Este breve Ejercicio demuestra la necesidad de 055/005escalonar el programa de desembolso de los prestamos Precios y Relaciones de Precios dey el de repago de la deuda de acuerdo con los principios Productos Agricolas en Palses endel analisis de fondos actualizados (siempre que estos Desarrollo.programas formen parte del analisis de costos y * Schaefer-Kehnert, W.beneficios). Este problema se explica en la Nota de Esta Nota de Curso incluye cuadros sobre precios yCurso 030/031, "Metodologia de Analisis de las relaciones de precios de productos agricolasLnversiones en Explotaciones Agricolas", Capitulo 11. preparados en base a las informaciones proporcionadas

1982 . 3p.iginas . Shelf No. S 1187 por los participantes de los cursos de la Divisi6n deAgricultura y Desarrollo Rural del IDE. En base a estosprecios, se han calculado una serie de relaciones de

045/034 precios con el objeto de demostrar como estasFormas de Calcular la Amortizaci6n de un relaciones de precios pueden servir, a la administraci6nPr6stamo Agricola de Mediano y Largo Plazo. de la explotaci6n agricola, como indicadores de* Canon-Olivares, P. preferencias en el proceso de toma de decisiones.Este Ejercicio ilustra algunos de los metodos mas Ademas estas relaciones do precias pueden usarseutilizados en el calculo de la amortizaci6n de un para explicar el impacto que las politicasprestamo agricola de mediano y largo plazo. Estos gubernamentales de precios tienen en las decisionesmetodos son utiles para efectuar el analisis financiera a que toman los agricultores al organizar su producci6nnivel de finca como base para la evaluaci6n financiera agricola o ganadera.del proyecto. 1982- 22paginas - Shelf No. So1631983 . 7paginas - Shelf No. S1223

|MODULOS DE ENSENANZA045/03 7Ejercicio de Formaci6n de un Hato de Ganado 060/001Lechero. AnaIisis de la Inversi6n en Fincas-M6dulo* Gittinger, J. * Schaefer-Kehnert, W. de Capacitacl6n. Volibmenes I, II, y Ill.Este Ejercicio tiene por objeto capacitar a los * CanonOlivares, P. * Schaefer-Kehnert, W.participantes en las tecnicas que se utilizan para Este M6dulo ha sido preparado con el objeto de facilitarefectuar proyecciones de un hato de ganado lechero. Ia ensenanza del analisis de la inversi6n en fincas comoUtiliza un formato que concuerda con las proyecciones parte de ia evaluaci6n de proyectos agricolas. Estede flujo de fondos con ajuste cronol6gico del M6dulo ha sido organizado en tres volumenes. Elpresupuesto de la explotaci6n como se describe en Volumen I incluye una guia de ensenanza, un conjunto

Materiales en Espanol 187

de notas de cursos y graficos y tablas que presentan la 120/020fundamentaci6n te6rica de este analisis. El Volumen II Siete Estrategias para Elevar la Calidad yincluye una selecci6n de ejercicios y estudios de casos Eficiencia del Sistema de Educaci6n.que permiten )a aplicaci6n de los conceptos discutidos - Schiefelbein, E.en el Volumen I. El Volumen IlIl incluye las soluciones a Si los Paises latinoamericanos desean progresar en lalos ejercicios y estudios de casos presentados en el calidad y eficiencia de a! educaci6n, en una farmaVolumen II. similar a lo que han logrado en t6rminos de acceso y1984 - 652 paginas - Shelf No. S9014 cobertura, tendran que cambiar tanto el financiamiento

como algunas politicas educacionales. Este documentose basa en las experiencias de la region para sugerir

LECTURAS | siete estrategias para mejorar la calidad y la eficienciade la educaci6n, haciendo hincapie sobre las politicas

065/011 relacionadas a los primeros grados de la educaci6nEl Desarrollo del Riego en Am6rica Latina primaria.* Olivares, J. Documento de TrabajoEsta Nota de Curso describe brevemente el desarrollo 1988 47del riego en el mundo y en America Latina y analiza los 8 pagmas SheffNo. S1536hechos y tendencias mas importantes ocurridas encuatro Paises de la region: Mexico, Brasil, Peru y Chile. ANALISIS SECTORIALY PLANIFICACION EDUCACIONALAdemas revisa la experiencia del Banco Mundial en elfinanciamiento de proyectos de riego en la region e 1 25/005identifica algunas cuestiones importantes para la futura El Ciclo de Proyectos en el Sectorexpanci6n de esta actividad. Educacional.1986 . 24 paginas - Shelf No. S 1436 * Dominguez-Urosa, J. * Germanicos, C.

Los proyectos han llegado a ser mecanismos

|SERIE DE CUsos importantes en la traducci6n de un Plan de DesarrolloNacional en acci6n. El enfoque de los proyectos tiende071/001 a asegurar el uso de los recursos limitados en formaProblemas y Opciones en la Definici6n de racional, econ6mica y oportuna para obtener mayoresPoliticas Agricolas para Africa. beneficios cuantitativos y cualitativos. Esta Nota de

Curso describe la racionalidad y las fases principales* de Janvry, A. del ciclo de proyectos en el contexto del sector

1985 - 12paginas * Sheff No. S1377 educacional. Ademas subraya la importancia deformular planes detallados de Desarrollo Nacional paraasegurar su ejecuci6n y facilitar el diseno de proyectos.

,Administraci6n del Desarrollo 1980- 17paginas Shelf No. S0183

1 25/006075/013 Analisis del Sector Educaci6n.Breves Notas sobre la Experlencia de la * Dominguez-Urosa, J.Programacl6n de Inversiones en Guatemala. El analisis sectorial de la educaci6n se concibe aquf* Figueredo Ara, O. como un instrumento para la formulaci6n de decisiones.Este documento sobre la experiencia de los procesos Se define como un examen profundo de los problemasde asignaci6n y utilizaci6n de recursos en Guatemala del sistema educativo. Debe averiguar las causas depermite reflexionar sobre los problemas derivados de la los problemas, someter a prueba la validez de lasausencia de una adecuada programaci6n de las creencias existentes acerca de estas causas, yinversiones. proporcionar la base para un programa de acci6n.1989 * 11 piginas * Sheff No. S1579 1980 * 19paginas * SheIf No. So 186

Educacion | FINANCIAMIENTO DE LA EDUCACION

120/000 1 351038Programas y Proyectos de Educacl6n: Financiamiento de la Educacl6n en AmericaT6cnicas Analiticas, Estudios de Casos y Latina.Ejercicios. - Rojas-Saavedra, P.*Editado par: Sirken, I.* Editado por: Sirken, 1. En este documento se examinan los problemas que1981-284 paginas-Sheff No. S9010 confrontan las autoridades del sector educativo en

America Latina en relaci6n con el financiamiento de laeducaci6n. En el documento, que comienza con un

188 Materiales en Espan)ol

analisis de la actual crisis econ6mica y sus 325/006repercusiones en el sector, se examinan los efectos Agroindustrias San Martfn, S.A.-Andlisiscuantitativos y cualitativos de la reducci6n de las Econ6mico.inversiones sobre la distribuci6n, la eficiencia interna yIa equidad. El analisis se circunscribe a cinco Paises: la * Jeria, A.Argentina, el Brasil, Chile, Colombia, y Mexico. El autor El prop6sito de este caso es realizar la evaluaci6nexamina las tendencias de las politicas en materia de econ6mica y estimar la tasa interna de retornoasignaci6n de recursos y eficiencia que estan econ6mica de un proyecto de inversi6n cuyo objetivoadoptando los diversos Paises, en las que se observa principal es la instalaci6n de un matadero para laun enfasis especial en la descentralizaci6n y los producci6n, empaque y comercializaci6n de carnemecanismos de recuperaci6n de costos. vacuna para exportaci6n.Documento de Trabajo 1980 lBpaginas .Sheff No. S10981988 . 34 paginas - Shelf No. S 1531

3 25/0 09Energia y Electricidad Proyecto de Desarrollo de Agroindustrias

21 0/001 * Austin, J. - Wilson, L.Pron6stico de la Demanda.-Minnig, E. 1977. 92paginas - Shelf No. S1100

1978 . 15paginas . Sheff No. S0241 325/010Granos Baslcos de Centroamerica

21 0/003 * Ferrer, V.Pron6stico de la Carga Analisis de los Datos Este Caso require la preparaci6n y evaluaci6n de unHistoricos proyecto con la ayuda de la informaci6n que se facilita.M innig, E. En dicho proceso se espera que el participante, puesto

en lo que podria considerarse como una situaci6n real,1978. 8paginas . Shelf No. S0244 aplique las diferentes tecnicas cuantitativas y

cualitativas quo permiten preparar y evaluar un210/005 proyecto en todos sus aspectos. El Caso deberia serEstudio de Un Caso de Previsi6n de la Carga trabajado en grupo formado con individuos de diferentesen Omega especialidades tales como finanzas, economia e- Minnig, E. ingenieria.En este Caso practico se describen las metodologias 1977. 60p iginas - Sheff No. S 1099(analisis de regresi6n, series cronologicas y C mcorrelaci6n) utilizadas para preparar una predicci6n de Cuesoones Econ6micasia carga el6ctrica en Omega. Internacionales1979 - 37paginas - Shelf No. S0247

ITRANSFERENCIA DE CAPFrALES Y AYUDAIndustria

36 5/00,AGROINDUST Origines y Evolucl6n del Banco Mundial

AGRONDUSTRIA* Berlin, L.

325/005 Esta Nota de Curso se basa en una disertaci6nProyecto de Elaboraci6n de Cafe Soluble de pronunciada por el autor en los seminarios deLiofillzacl6n orientaci6n para nuevos funcionarios del Banco Mundial* Jeria, A. y el Fondo Monetario Internacional (FMI), en la queEl prop6sito de este Ejercicio es realizar la evaluaci6n present6 una breve resefia de la historia del Banco.Elprop6sit do estimar E i tasa rsinerna de ..abluidn Puede usarse en cursos y seminarios de capacitaci6necon6mica. Se efecti a ademrs ud analisis de para familiarizar a los participantes con algunas de lassensibilidad para confirmar la viabilidad econ6mica del personalidades, acontecimientos e ideas principalesproyecto. que han influido para que el Banco se haya convertido

en la instituci6n que es hoy dia.1970 - 12 paginas - Sheff No. S1097 1982 - 9paginas - Sheff No. S0313

Materiales en Espaniol 189

Poblaci6n, Salud y Nutricion etapa de evaluaci6n en el ciclo del proyecto. Se haestructurado de modo que ponga de relieve los seiselementos principales (tecnicos, financieros,

| DEMOGRAFIA | comerciales, sociol6gicos, institucionales yecon6micos) de la evaluaci6n de proyectos. En el

470/001 Anexo 7 se presenta como referencia una lista deEl Uso de la Calculadora Programable en el documentos suplementarios y mas detallados.Andlisis Demogr6fico. 198431 paginas .Shelf No. S1158* Dominguez-Urosa, J.Los coeficientes de Sprague sirven para averigOar elnumero de personas en un grupo de edad especifica 535/009cuando se conocen el numero de personas en el Compaflia Sara, S.A.correspondiente grupo quinquenal de poblaci6n, y el * Ferrer, V. * Font, R.numero en los grupos adjacentes. Con una calculadora Este Caso evalua desde un punto de vista financiero ysencilla como la T159, estas operaciones toman menos econ6mico un proyecto de inversi6n.1ncluye de manerade un minuto y los resultados son confiables y precisos. separada 1) los antecedentes del prnyecto, 2) el1980 - 11 paginas . Shelf No. S0348 analisis financiero, a nivel avanzado, tanto de la

empresa proponente como del proyecto, 3) el analisisde eficiencia econ6mica del proyecto, 4) el analisis

470/002 social del proyecto incluyendo consideraciones deAn alisis De mografico y Proyectos de equidad versus crecimiento, 5) una guia al analisisEducaci6n. social.- Dominguez-Urosa, J. 1976-35 paginas . Shelf No. S 1167En el presente documento se examinan algunosconceptos demograficos basicos y su pertinencia paralos encargados de adoptar decisiones en materia de 535/01 4educaci6n. La Indole de la Estrategla para un Proyecto.1980 * 24 piginas . Shelf No. S0350 * Ribon, B.

En esta Nota se demuestra que los cuatro aspectos deSalud un proyecto, a saber, las personas, los productos, el

financiamiento y el tiempo son interdependientes, y seindica como se los debe considerar al planear la

muwf [Pub0u(t3 estrategia para un proyecto.

490/011 1984 - 19p4ginas -Sheff No. SOt81Recursos Humanos para la Salud enLatinoam6rica.* Yepes, F. |DELPROYECTO

1989 * 35 paginas - Shelf No. S1658 540/002El Ciclo del Proyecto.* Malone, P.

1977 - I pagina - Shelf No. S1185490/012Tecnologla M6dica: Los Contenidos y Modosde su Evaluaci6n en el Marco del Desarrollo 540/003Latinoamericano. La Argentina como Estudlo Ventajas y Limitaciones del Formato delde Caso. Proyecto.* Canitrot, C. * Gittinger, J.

En la presente Nota didactica se examina una serie de1989 * 28piginas - Shelf No. S1667 ventajas y limitaciones del formato del proyecto. Se

hace hincapie en las ventajas que se pueden obtenercuando tanto los costos como los beneficios pueden

Preparaci6n y Evaluacion de los ser cuantificados y de una evaluaci6n mas sistematicacuando se presentan problemas de valoraci6n querProyetos limitan la comparaci6n de esos costos y beneficios.Ademas, tambi6n se examinan las limitaciones

535/008 impuestas por problemas de vaioraci6n y en el procesoAspectos de la Evaluacl6n de Proyectos de adopci6n de decisiones de caracter social.* Wallis, J. 1977- 6paginas * Shelf No. S 1178Esta Nota de Curso se ha diseiiado a fin de utilizarse enla planificaci6n de cursos y para introducir en estos la

190 Materiales en Espaniol

540100 6 IPROYECCION Y ANALISISEl Ciclo de los Proyectos. FINANCIEROS* Baum, W.Esta Reimpresi6n es un resumen del ciclo de los 5501021proyectos. Programa de Enseffanza de Elementos de

Finanzas (Serviclos POblicos)-Parte II:1982- 13paginas * Shelf No. S0866 Proyecclones Financieras.

* Williams, E.540/00 7 Para Partes I y l1l, vease 555/070 y 550/028.El Ciclo del Proyecto: Introducci6n a la 1978- 19piginas - Sheff No. S0404Etapa de Planificaci6n y Ejecuci6n del pProyecto.- Bruce, C. 5501028En esta Nota de Curso se introduce al lector a los Programa de Ensefianza de Elementos deconceptos y finalidades de las diversas etapas (fases) Finanzas (Servicios POblicos)-Parte Ill:de la planificaci6n (estudios de oportunidad, Anhlisis de Estados Financieros-Analisisidentificaci6n, preparaci6n, presupuesto y Mediante Razonesprogramaci6n) y la ejecuci6n de los proyectos * Williams, E.(operaciones, observaci6n y evaluaci6n); se analiza el Para Partes I y 11 vease 555/070 y 550/021.significado y la importancia de las diversas etapas y lanecesidad y aceptacion de un sistema de planificaci6n 1979 . 37paginas - Shelf No. S0419y ejecuci6n de proyectos, con los elementos politicos,institucionales y metodol6gicos que contribuyen a un 550/029sistema eficaz. Empresa Enlatadora E.C.W.-Parte 1: Los1982-24 paginas-Sheff No. S1159 Estados Financieros; Parte II: Proyecciones

Financieras.

540/00 9 * Puri, G. . Williams, E.El Ciclo del Proyecto: Introducci6n a las Este Ejercicio se compone de dos partes e introduce losEtapas de Planificaci6n y Ejecuch6n de los estados financieros. La primera parte trata con laProyectos en el Sector de la Educaci6n. preparaci6n de los tres estados financieros mas* Bruce, C. McMeekin, R. comunes. La segunda parte provee apropriaciones paraEsta Nota de Curso introduce al lector en los conceptos proyectar los estados en el futuro.y objetivos de las diversas etapas (fases) de la 1979 - 13 paiginas - Shelf No. S0423planificaci6n de los proyectos (estudios de oportunidad,identificaci6n, preparaci6n, presupuesto y 550/040programacion), y de la ejecuci6n de los proyectos Programa de Ensetlanza de Elementos do(operaciones, observaci6n y evaluaci6n); se examina la Finanzas-Parte IV: Capital de Trabajo.significaci6n e importancia de las diversas fases, y lanecesidad de un sistema de planificaci6n/ejecuci6n de - Williams, E.los proyectos, y su aceptaci6n, con los elementos 1980 - 21 paginas - Shelf No. S0445constituyentes de caracter politico, institucional ymetodol6gico que contribuyen a dar efectividad a unsistema. 550/0541982-25 paginas Shelf No. S0873 Compania Unida de Montajes (CUM).

- Jeria, A.IDENTIFICACION:] La actividad de la Compania Unida de Montajes (CUM)

consiste en la producci6n de piezas de paraguas y elmontaje de las mismas. La producci6n, ventas y

545/007 y utilidades de la empresa han venido aumentando conGeneraci6n y Diser'io do Proyectos. firmeza y la CUM controla un gran porcentaje del* Elz, D. mercado nacional de paraguas.Este documento analiza las formas de aproximaci6n 1978* 3p6ginas . Shelf No. S 1107para la generaci6n de concepciones de proyectos ypara la identificaci6n y preparaci6n de proyectos. Sediscute el diseno de proyectos y el impacto de las 550/055alternativas de diseno sobre el resultado del proyecto. Alimentos Internacionales, S.A.-AnalisisEsta basado en la revisi6n de los mismos temas que Financiero.aparecen en el Manual de Operaciones del Banco - Pitarque, J.Mundial. Este problema ilustra el uso de analisis de estados

1980- 22paginas *Sheff No. S1179 financieros como una herramienta para ayudar a

Materiales en EspaFkol 191

determinar la situaci6n y la direcci6n financiera de una 555/030empresa. Se determina la situaci6n financiera Ejercicio sobre Calculo de los Indicadorespreparando indices que muestran la eficiencia (a Actualizados de Desempenio de un Proyecto.ineficiencia) del uso de fondos. La direcci6n financiera * Gittinger, J. * Revisado por: Olivares, P.se determina comparanda los indices de periodos Este Ejercicio ilustra el calculo del valor netopasados con aquellos del periodo actual. actualizado, la relaci6n beneficio/costo y la tasa de1979 -5paginas . Shelf No. S1108 rentabilidad interna. Se utiliza como base para la

discusi6n sobre el significado, aplicaci6n y limitaciones5501056 de estas medidas actualizadas del valor de unCompaffia Aurora, S.A. proyecto.* Font, R. 1982- 6 paginas - Shelf No. S0489Este Ejercicio ilustra el concepto del costo alternativode capital con el uso del metodo del valor actual neto. 555/03 2Compara dos alternativas tecnol6gicas e indica la Ejercicio sobre Valor Temporal del Dinero.metodologia a seguir para seleccionar aquella que, - Gittinger, J.desde un punto de vista financiero, rinde una mayor Esto Ejercicio ojemplifica la metodologfa para calcularutilidad. los valores futuros y actuales de diferentes cantidades1977 - 2p6ginas - Shelf No. S1109 a diversas tasas de interes y los pagos anuales para

amortizar prestamos de diferento duraci6n y tasa de550/057 interes. Ademas, presenta la aplicaci6n de este metodoCompania Industrial Alfa, S.A.-Costo de en un proyecto especifico.Capital. 1982 - 5 p6ginas - Sheff No. S0493* Font, R.Este Ejercicio ilustra la metodologia a seguir para 555/033calcular el costo real de capital de una empresa, Analisis de Costos y Beneficios de lostomando en cuenta la estructura de su capital y pasivo, Programas y Proyectos Urbanos: El Metodo,como base para decidir sobre la factibilidad financiera su Utilidad y sus Limitaciones.de un proyecto de inversi6n. * Sirken, l.1977-3plginas-Shelf No. S1110 La presente Nota de Curso tiene los dos fines

siguientes: 1) describir las caracteristicas principales5501058 del analisis de costos y beneficios, y 2) examinar laCompanila Fabril Oriente-Costo de Capital. utilidad y las limitaciones de este analisis, como uno de

*ompatil aos enfoques pertinentes para la adopci6n de* Font, R. decisiones sobre los programas y proyectos urbanos.Este Ejercicio ilustra, de manera avanzada, la 1983 - 37paginas - Sheff No. S0495metodologia a seguir para calcular el costo real decapital de una empresa, tomando en cuenta laestructura de su capital y pasivo, asi como su uso como 555/036tasa de corte en la selecci6n de sus proyectos de Valor Temporal del Dinero: Escalonamientoinversi6n. de la Construcci6n de un Embalse.1977-2paginas - Shelf No. Slll1 * Huang, J.

El presente Ejercicio tiene por objeto aplicar la tecnicade actualizaci6n del valor al costo de dos variantes para

MEDIDAS DEL VALOR DE LOS PROYECTOS satisfacer las necesidades de construcci6n de unembalse.

Ejercicio sobre Descuento de Diferencias 1975 - 4paginas - Sheff No. 50498entre Flujos de Fondos para Elegir entrePosibles Proyectos que se Excluyen 555/052Mutuamente. Como Iniciar el Calculo de la Tasa de* Dixon, M. * Gittinger, J. * Raghavan, V. Rentabilidad Interna.

1972 . 2paginas - Shelf No. S0456 * Schaefer-Kehnert, W.Este documento es una gufa para encontrar el punto de

5551022 partida en el calculo de la tasa de rentabilidad internaToma de Decisi6n de Reemplazo de Bomba (TRI) de un determinado flujo de fondos. Se presenta enHidraulica. dos cuadros las TRI de numerosos flujos de fondos

normalizados a fin de escoger entre ellos aquel que mas* Miler, L. se aproxime al flujo de fondos que se desea analizar. La1976 - 3paginas - Sheff No. S0478 TRI del flujo de fondos escogidos de dichos cuadros

192 Materiales an Espanol

normalmente tendra un valor muy cercano a la TRI del un proyecto desde un punto de vista econ6mico-flujo que se analiza, permitiendo una interpolaci6n entre financiero.los dos primeros resultados obtenidos. 1974 - 3paginas - Shelf No. S03791981 - 7paginas . Shelf No. S0837

5 5 5/0 5 6 [ANALISIS ECONOMICO Y SOCIAL

El Uso de ia Calculadora Programable en la 560/004Medici6n de la Eficiencia Escolar-Un Ejercicio sobre Dlstribuci6n de CostosPrograma TI-59. Conjuntos del Proyecto de Fines Multiples J.* Dominguez-Urosa, J. Percy Priest.Este programa genera los datos correspondientes a * Gittinger, J.estudiantes matrfculados en un sistema educacional 1972- 6p6ginas- Sheff No. 30522que se encuentra en estado de equilibrio dinamico.Acepta los datos de promoci6n y repetici6n de hastanueve grados y produce impresiones de matrfculas 560/015estables, egresados, eficiencia del sistema, matrfculas El Calculo de los Precios Paritarios detotales, total acumulados de anos-estudiantes Importaci6n y Exportaci6n.malgastados, y total de desertores escolares. * Ward, W.

1980 IO 10piginas . Sheff No. 30506 En esta Nota se describen m6todos sencillos paracalcular los precios equivalentes nacionales de los

555/066 precios del morcado mundial para utilizarlos en laF6brica Elaboradora de Estizas. evaluaci6n de proyectos. Estos equivalentes- Ferrer, V. nacionales se denominan 'precios de paridad deimportaci6n" y "precios de paridad de exportaci6n".1978 - 6paginas - Shelf No. S1115 1977 7 12 paginas - Shelf No. S0533

555/070 560/024Programa de Enseflanza de Elementos de Selecci6n Econ6mica de Variantes deFinanzas (Servicios PCiblicos)-Parte l: Proyectos.Interpretaci6n de los Estados Financieros. * Burnett, N.* Huang, J. * Williams, E.Para Partes II y III vease 550/021 y 550/028. 1973 * 9piginas * Shelf No. S05431980 - 41 piginas - Shelf No. S0923

560/026Factores de Conversl6n y Tipos de Camblo

555/072 de Cuenta.Calculo de Intereses y Reembolso del * Emitido por: Jeria, A.Principal (Uso de Tablas Banco MundVal). Esta Reimpresi6n reproduce la Nota del Servicio Central'* Ferrer, V. de Proyectos (NSCP) 2.03 del Banco Mundial. En estaEste Ejercicio ilustra la programaci6n del reembolso de Nota se examinan los diversos significados que seprestamos, asi como el calculo del paso anual en atribuyen a los tipos de cambio de cuenta (TCC), y seconcepto de amortizaci6n de principal e intereses contrasta y relaciona el significado de los TCC, tal comonecesarios para dicho reembolso. se utilizan en el enfoque de analisis de costobeneficia1974 .3piginas - Shelf No. S1117 de proyectos elaborados por la ONUDI (Pautas para la

Evaluaci6n de Proyectos), con el enfoque del factor deconversi6n de Little y Mirrlees (Project Appraisal and

555/073 Planning for Developing Countries) y Squire y van derValor Temporal del Dinero y Tak (Analisis Econ6mico de Proyectos).Actualizacl6nSelecci6n de Alternativa 1983 - 43paginas - Sheff No. S1170Tecnol6gica Menos Costosa.* Ferrer, V.Este Ejercicio ilustra el uso de tecnicas de descuento y 560/027actualizaci6n y su aplicaci6n, en conjunci6n con Criterlos de Inversl6n en el Analisiselementos basicos de costo alternativo de capital y Econ6mico de Proyectos.otras medidas matematico-financieras (TIR, VAN), en la - Emitido por: Jeria, A.determinaci6n del tipo de tecnologfa mas apropiado para Esta Reimpresi6n reproduce la Nota del Servicio Central

de Proyectos (NSCP) 2.01 del Banco Mundial. Estas

Maternales en Espatiol 193

notas proporcionan pautas generales al personal del principal es el de aumentar la calidad y cantidad de lasBanco Mundial acerca de diversos aspectos de las exportaciones de productos del mar.metodologias a ser usadas en los analisis financiero, 1979-26paginas.Sheff No. S1119econ6mico, y social de los proyectos. En la NSCP 2.01se esclarece el criterio que se va a aplicar al compararlos costos y beneficios econ6micos de los proyectos a 560/054fin de determinar si representan una buena utilizaci6n Molinos de Arroz Macondo, S.A.-Ejerciclode los recursos desde el punto de vista econ6mico. de Evaluacl6n Econ6mica.1983 - 23 paginas - Shelf No. S1 196 * Ferrer, V.

1978- 9paginas - Shelf No. S1114560/029Ejerciclo de Conversl6n de PreclosFlnancleros a Valores Econ6micos. 560/055* Gittinger, J. * Revisado por: Canon-Olivares, P. Proyecto Agropecuar*o en el Nordeste de laEspadas, O. Republica de Moravla-Anilisis Social.Este Ejercicio es un suplemento a una exposici6n *Ferrer,V.preliminar sobre el analisis econ6mico de proyectos. En Este Ejercicio ilustra la metodologla del analisis socialel se utilizan precios de eficiencia y una prima de de proyectos y su impacto en el valor presente neto ycambio, y se ilustra tanto el metodo del tipo de cambio en la selecci6n de proyectos.de cuenta como el del factor de conversi6n para la 1977.4p6ginas.Sheff No. S1116valoraci6n econ6mica.1983 -13 paginas -Shelf No. S0551

1 PRONOSTICO DE LA DEMANDA Y COMERCIALIZACION

560/030 565/007Ejercicio de Preclos de Paridad de las M6todos de Predlccl6n.Importaclones. - Magassy, P.* Gittinger, J. * Ward, W. * Revisado por: Canon- La finalidad de esta Nota de Curso es ofrecer una visi6nOlivares, P. general de las tecnicas de predicci6n que se utilizanEn este Ejercicio se ilustra el calculo de los precios de con mayor frecuencia. En ella se examina con ciertoparidad correspondientes a los sustitutos de las detalle el analisis de series cronol6gicas, el analisis deimportaciones. Demuestra los procedimientos utilizados la correlaci6n y la regresi6n simple, mientras que otrospara estimar el costo de oportunidad de usar las temas se mencionan solamente de pasada.importaciones para satisfacer la demanda existente en 1978 31 piginas Shoff No. 30567el mercado que atendera la producci6n del proyecto. Eneste Ejercicio se calculan los costos financieros yecon6micos. Proporciona la oportunidad de aplicar un 565/008tipo de cambio sombra y un factor de conversi6n Ancilisis de Regresl6n Correlaci6n.estandar, aunque puede resolverse facilmente usando * Minnig, E.solo un medio para efectuar los ajustes de lasobrevaluaci6n de la moneda. 1977 * 43 paginas * Shelf No. S05691982 -5p6ginas - Shelf No. S0553

565/013560/041 Proyecto de Cultivos y Exportaclones deFuentes de Informacl6n sobre Productos Citricos en el Uruguay.Bislcos. * Ickis, J.* Beacham, L. - Singh, S. 1976 * 2 paginas - Sheff No. S1 120

1982 - 5paginas - Shelf No. S0860565/014

560/053 Proyectos de Cultivos y Exportaciones deAlImentos Internacionales, S.A.-Anailsis Citricos de Uruguay.Econ6mlco. * Ickis, J.* Jeria, A. 1977 - 2 paginas - Sheff No. S1121El prop6sito de este ejercicio es realizar la evaluaci6necon6mica y estimar la tasa interna de retornoecon6mica de un proyecto de inversi6n cuyo objetivo

194 Materiales en Espanlol

565/015 605/009Proyectos de Cultivos y Exportaciones de Para la Mejor Ejecuci6n de Proyectos.Citricos del Uruguay. * Israel, A.* Austin, J. * Ickis, J. Esta Nota resume la experiencia del Banco Mundial enEste Caso ilustra el tipo de metodologia a seguir para relaci6n a la ejecuci6n de proyectos.determinar de manera cuantitativa la demanda y precios 1980 - 5 paginas - Shelf No. S0624esperados de un producto, en este caso citricos,basandose en informaci6n de precios, ingresos yelasticidades y con el uso de t6cnicas elementales de OBJETrosDELPRoYEcToYEsTRucTuRADELosTRABAJosestadistica y econometria.

1977 .26 paginas .Shelf No. S1 122 610/00 9Definici6n de la Jerarquia de Objetivos de unProyocto

ANALISIS DE SENSIBILIDAD Y DE RIESGOS| * Burnett, N. * Youker, R.

575/01 1 Esta Nota de Curso introduce los conceptos deEl Anallsls de Riesgo y Sensibilidad en el Jerarqufa de los Objetivos y de la relaci6n MedioFines,An6lisis Econ6mico de Proyectos. para ayudar a definir y aclarar los objetivos del diseno y

de la evaluaci6n expost de proyectos.*Ernitido por: Jeria, A.

En esta Reimpresi6n se reproduce la Nota del Servicio 1982 - 19paginas . Shelf No. S0634Central de Proyectos (NSCP) 2.02 del Banco Mundial.Estas notas proporcionan pautas generales al personal 61 0/0t 1del Banco Mundial acerca de varios aspectos de las Andlisis del Medio Ambiente del Proyecto.metodologias a ser usadas en los analisis financiero, Burnett, N. . Youker, R.econ6mico y social de los proyectos. En la NSCP 2.02se examina la necesidad de tener en cuenta la gama de La presente Nota t6cnica introduce el concepto delposibles variaciones en los valores de los parametros medio ambiente de un proyecto y proporciona unbasicos de los proyectos debido a la incertidumbre que bosquejo de la manera en que el administrador delacompaha a los acontecimientos futuros y a la proyecto debe explorar dicho ambiente para identificarimprecisi6n de los datos. Esta Nota ofrece algunas posibles problemas y elaborar planes de acci6n parasugerencias en cuanto al metodo de interpretar y asegurar su exito.presentar los tests de sensibilidad; tambien esclarece 1980- 12paginas - Shelf No. S 1350la indole del analisis de riesgo cuantitativo e indica lascircunstancias en que ese analisis es conveniente.1983 - 19 paginas - Shelf No. SI 169 PANIFIcAcION DEL PROYECTO (MCC-PERT)

615/029EVALUACION EX-POST| Construccl6n de Talleres y Almacenes

Ferroviarlos-Ejerclcio del CPM.580/009 * Malone, P.Evaluacl6n Ex-Post de Proyectos. Este Ejercicio se ha disenado para indicar el aumento* Malone, P. en complejidad de un diagrama l6gico a medida que seEsta Nota de Curso es una introducci6n sencilla a la agregan limitaciones internas; para poner en relieve queevaluaci6n ex-post de proyectos. En ella se define el puede haber mas de un camino critico en la red; paraconcepto, se indica porqu6 es importante y despues se proporcionar practica en 'desagregar' actividades enpresenta una escala de medida, o modelo de una red.comparaci6n, para Ilevar a cabo tal evaluaci6n. 1979 . 12paginas - Shelf No. S06731979 * 6paginas . Shelf No. S0944

615/033Ejecucion de los Proyectos Elementos Basicos de los M6todos del

Camino Critico.605/004 * Malone, P.Algunas Consideraciones Acerca de laAdministraci8n de Proyectos. 1976-4p,pginas.Shelf No. S1086* Huang, J.

1977 - 12 paginas - Sheff No. S0617

Materiales en Espariol 195

615/036 ADoulsicIoNEsABC: Una T6cnica Simplificada deProgramaci6n y Control por el Camino 635/004Critico. Evaluaci6n de Llcitaciones para Vehiculos.* Mulvaney, J. * Srinivasan, R.

1979 * 99 paginas - Sheff No. S9003 Este Ejercicio se ha disenado a fin de tenor en cuenta, alos efectos de la evaluaci6n, los costos de transportepor vias internas, el tiempo de entrega, las variaciones

CONTROE LOS COSTOS en las condiciones estipuladas de pago y la preferenciade los precios internos. El objetivo es determinar la

625/00 2 oferta evaluada como la mas baja.El Control de Costos en la Administraci6n de 1978.3paginas.Sheff No. S0714Proyectos.* Youker, R. 635/008

1977- 13paginas - Shelf No. S0694 Adquisiciones para los Proyectos a Trav4sde Licitaci6n Ptiblica Internacional.

625/007 * Srinivasan, R.Contabilidad de Costos y Procedimientos de Esta Nota de Curso, compuesta por una serie de notasElaboraci6n de Presupuestos. de conferencias, se ocupa del importante tema de las*Anderson, A. Mann, J. adquisiciones para los proyectos a traves de

' * ' ~~~~~~~~~~~licitaciones pu~blicas internacionales.Esta Nota de Curso proporciona una introducci6n a lapreparaci6n del "presupuesto de responsabilidad". En 1980- 13paginas * Sheff No. S0719raz6n del numero de personas que intervienen en elproceso de elaboraci6n de presupuestos, todos los 635/009aspectos de esa operaci6n deben ser coordinados por Las Adqulsiciones-Licitacl6n Piblicaun departamento, el de Planificaci6n de Presupuestos. Internacional.En esta Nota se describen las responsabilidades de esaunidad y se subraya la necesidad de que la elaboraci6n - King, J. - Sassoon, D.de presupuestos se leve a cabo en el punto en que Esta Reimpresi6n se compone de dos artfculos quetiene lugar la actividad presupuestada. Las tratan sobre las adquisiciones internacionales. En elproyecciones de los gastos generales Ilevan desde las primer articulo, King examina la historia del proceso defunciones administrativas, a traves de la planificaci6n, adquisiciones dentro de los proyoctos del Bancoel aiio y el proceso del presupuesto, y los principios Mundial, mientras que en el segundo articulo, Sassoonpresupuestarios hasta los departamentos de considera las ultimas normas de adquisici6n del Bancopresupuestos, y para los efectos de control de costos, Mundial.a las necesidades de notificaci6n. 1980. 8paginas . Shelf No. S07211981 * 70paginas - Shelf No. S0701

635/010625/009 La Evaluacl6n de las Ofertas Relativas aControl de los Costos de un Proyecto. Equlpo.* Burnett, N. . Youker, R. * Malone, P.En esta breve Nota de Curso se esbozan las razones La evaluaci6n de las ofertas relativas a equipopor las que el director de un proyecto debe preocuparse comprende no solo una comparaci6n del equipo que sepor el control de los costos de esto y se describen los of race con las especificaciones expresadas an loselementos esenciales para el desempeno de esa tarea. documentos de licitaci6n, sino tambi6n en juicio acerca1980 " 10paginas - Shelf No. S0949 de los factores "cualitativos", que son muy importantes

en la selecci6n de equipo y en su uso posterior, peroque son dificiles, sino imposibles, de precisar. A

| DISENO DE ORGAN;ZACION | menudo la decisi6n consiste en cuanto se debe pagarpor estos factores cualitativos. En esta Nota se

630/006 describen brevemente dos metodos para enfocar elEvaluaci6n de la Eficacia Organizacional- problema: 1) la utilizaci6n del concepto de "ofertas deParte I. costo total' (que a veces se conoce como 'el costo de

ciclo de vida util). 2) la utilizaci6n de un sistema de* Arnold, S. * Bryant, C. puntos por merito o por ponderaciones

1982 - 17paginas * Shelf No. S0983 1981 * 4 paginas * Shelf No. S0723

196 Materiales en Esparlol

Capacitaci6n de los Instructores 815/003Evaluacl6n de Costos-Beneficlos de un

MtTODODECASOSI Proyecto de Abastecimiento de Agua.* Ringskog, K.

675/005La Preparacl6n de Estudlos de Casos 1983 4paginas - Shelf No. S0969Prhcticos a Partir de Fuentes Escritas.- Felton, E. FuIACION DE PRECIOS Y TARIFASEsta Nota de Curso analiza el proceso de escribir unestudio de caso a partir de fuentes escritas y se 825/002examinan varios pasos practicos que puede seguir la Estudio de un Caso Practico: Abastecimientopersona que los escribe con el objeto de mejorarlo. de Agua y Alcantarillado, Obras Sanitarias1983 22paginas Shelf No. S 1152 del Estado (OSE), Uruguay.

* Ringskog, K. * Wolf, T.

Transporte Objetivos: Aplicar la teoria relativa a la fijaci6n de tarifaspara un sistema de abastecimiento de agua y

________ ,alcantarillado; elaborar un plan de tarifas basado en losgAVIACIoN I datos del estudio de OSE para promover la eficacia en

funci6n de los costos, redistribuir los ingresos y7351002 ~~~~~~~~~~~~aumentar las entradas; evaluar y analizar la estructura

Estudio de un Caso Prictico sobre de tarifas sugeridas, y comparar las propuestas con elMeloramiento de Aeropuertos-Adopci6n de sistema de tarifas vigente en el Uruguay.Decisiones y Objetivos Multiples. 1982 9piginas Shelf No. S0966

- Hogg, V. * Kumar, D.

1975. 6 paginas * Shelf No. S 1190ABASTECIMIENTO DE AGUA Y ALCANTARILLADO EN

Desarrollo Urbano LOS SECTORES URBANOS830/002

FINANZAS URBANAS Estudlo do Caso: Abastecimiento de AguaBogota, Colombia.

785/004 * Wolf, T.F,,acl6n de Preclos do Serviclos PLblIcos Los objetivos de este Caso son establecerUrbanos. proyecciones de la demanda a base de datos- Sirken, I. hist6ricos; escoger el metodo mas exacto deEste trabajo tiene por objeto: 1) describir en lenguaje no pron6stico; examinar las discrepancias entre lostecnico las funciones y objetivos principales de la pron6sticos y la demanda efectiva; evaluar las ventajasfijaci6n de precios de bienes y servicios urbanos y los inconvenientes del modelo presentado; y sugerirproporcionados por el sector pOblico; 2) describir los m6todos para el pron6stico de la demandacriterios para juzgar si el precio de tales bienes y 1982 * 11 paginas - Shelf No. S0963servicios es demasiado alto, demasiado bajo oapropiado, y 3) examinar la aplicaci6n de diferentespracticas de fijaci6n de precios en varios servicios ABASTECIMIENTO DE AGUA Y ALCANTARILLADO EN LOSurbanos. SECTORES RURALES

1977 .20 paginas - Shelf No. S081 1835/002

Abastecimiento de Agua y Agua y Saneamiento en Zonas Rurales.

Saneamiento * Shipman, H.En esta Nota de Curso se examinan los problemas

81 5/00 2 especiales de abastecimiento de agua potable yT8cn0cas do Calculo do Valores a Inter4s evacuaci6n higi6nica de excretas en las zonas rurales,Compuesto y de Valores Actualizados. por comparaci6n con las zonas urbanas. Mas adelante

se exponen tres metodos posibles para emprender- Malone, P. * Ringskog, K. proyectos, a saber: el de inventario preliminar, el de

1982 * 12paginas - Shelf No. S0928 plan piloto y el de demostraci6n.1982- 12paginas -Shelf No. S0931

* * *

Author Index 197

This index lists authors' names and document numbers for documents listed in the EDI Series and EDI TrainingMaterials sections of the catalog. To find the full citation for each document, locate the document number in thecorresponding preceeding sections as follows:

* All plain numbers i.e. 030/001 are found in the English Training Materials section.* Numbers followed by the letters F (French)or S (Spanish) i.e. 251/014F or 030/11 8S are found in either the French

Training Materials or Spanish Training Materials sections. This indicates that the document is not available in English.* Numbers followed by EDI Series are found in the EDI Series section which includes documents in English,

French, and S anish.

ITI Braithwaite, B. 125/001 * 125/008Brothers, D. 340/008

AfDB (African Development Bank) 071/001 Brown, L. 030/039Abadzi, H. 280/013 EDI Series Brown, M. 045/007 * 0451015 * 045/018Abarrientos, E. 040/012 Bruce, C. 030/040 * 415/001 * 535/001 * 540/007.Abbott, J. 065/001Aboyade, 0. 340/007 540/008 * 540/009 * 550/042 * 550/045 * 555/069 *Adamolekun, L. 075/002 * 075/006 EDI Series 560/032 * 560/033 * 560/034 * 560/035 * 560/042 -

* 345/017 560/045 * 5751020African Development Bank see AfDB Bruck, N. 085/003 * 085/004 * 095/004Ahmed, V. 645/013 EDI Series Brunet, F. 765/012FAjayi, S. 405/033 * 405/039 Brunet, J. 075/001FAl-Bazzaz, M. 560/064 * 605/025 * 645/018 Bryant, C. 630/006Alston, L. 725/007 Bunyasi, S. 035/030 * 035/031 * 0701001 EDI SeriesAme, V. 251/008 Burnett, N. 195/005.460/001 * 505/001 * 540/010-Anderson, A. 625/007 545/004 * 550/004 * 550/006 * 550/039 - 555/027 -Anderson, D. 200/002 555/050 * 555/062 * 560/007 * 560/008 * 5601009 .Armstrong-Wright, A. 615/012 * 760/002 560/010 * 560/017 * 5601024 * 575/012 * 575/019 .Arnold, S. 630/006 605/018 * 610/009 * 610/011 * 615/003 * 625/003 .Arunachalam, J. 076/006 625/004 - 625/005 * 625/009 * 635/007Austin, J. 035/034 * 035/035 * 325/009S - 560/006 - Bussery, A. 040/038F- 540/014F. 560/052F.

565/015 560/058F

BAfD (Banque Africaine de Developpement) 071/007F Camacho, E. 225/001Bahl, R. 785/023 Canel, P. 785/017FBallard, P. 420/020 * 550/004 * 550/023 * 560/009 * Canetti, E. 400/042 * 4051038 EDI Series * 405/047

560/031 Canitrot, C. 490/012SBamberger, M. 076/001 * 076/002EDI Series * Canon-Olivares, P. 030/053S * 030/054S * 040/018 -

645/001 * 645/013 EDI Series 040/021 * 040/025 S * 040/028 * 040/031 -Banque Africaine de Developpement see BAfD 040/042 S. 045/034S * 0601001 * 535/013Baughman, D. 405/038 EDI Series * 405/047 Carroll, R. 400/033 * 575/022Baum, W. 540/006 Carsey, D. 680/003Beacham, L. 560/041 Carter, J. 251/011FBeamish, P. 3351031 Casse, P. 275/001 * 280/006 * 280/008 * 280/011 F -Belloncle, G. 030/049F 280/012F* 415/005F- 540/011 * 640/004 -Benito, C. 030/054 670/022 * 675/010 * 675/011 * 680/008Berlin, L. 365/001 Cavallo, D. 400/047EDI SeriesBhatt, V. 310/020 * 335/035 * 340/002 * 360/001 * Chadzingwa, J. 251/009

400/017 * 400/018 * 400/019 - 420/025 - 420/026 * Chalofsky, N. 670/007420/028 * 430/001 * 430/001 * 430/002 * 5601050 Chang, J. 550/045 * 560/032 * 560/033

Bheenick, R. 405/032 EDI Series Chartois, B. 540/014FBolt, C. 040/028 * 040/029 * 040/030 Chelimsky, E. 075/019Bonkoungou, E. 405/032 EDI Series Chew, L. 545/002Bosco Monnerat, J. 030/054 Chomentowski, V. 765/011 FBowden, P. 285/007 * 580/005 * 605/010 Choukroun, J. 415/004FBoyce, C. 770/001 Clark, P. 400/036 EDI SeriesBrackett, N. 251/016 Cochrane, G. 420/023 - 4201024

198 Author Index

Cochrane, S. 490/001 BCohen, B. 675/003Cook, A. 405/006 FIDA (Fond International de Developpement Agricole)Cooper, L. 375/002 * 375/047 071/007Cooper, W. 375/047 Falakshahi, H. 615/006 . 615/013 - 615/028 - 620/001Cottani, J. 400/047 EDI Series Fallen-Bailey, D. 230/001Cox-Balmaceda, M. 030/123S Farrell, J. 135/031 ED! Series

Felton, E. 6751004 * 675/005Ul Ferrer, V. 040/039S * 325/01 OS * 535/009S -

550/004 * 5551066S - 555/072S * 5551073S -Dallagi, M. 560/058F 5601007 560/025 - 560/0545- 5601055S-Danielson, M. 760/006 575/012Davey, K. 785/023 Figueredo-Ara, 0. 075/013SDavezies, L. 765/009F Finzi, U. 535/018Davies, D. 355/006 * 420/043 EDI Series Flath, P. 0301085Davis, R. 130/001 Fletcher D. 5451004Declerck, R. 620/012F- 670/022 Fletcher, R. 550/010 * 550/011 * 550/038Deen, T. 760/003 Flood, D. 030/066de Franco, S. 405/038 EDI Series Foirry, J. 075/025de Janvry, A. 071/001 Fond International de Developpement Agricole seede la Piedra, E. 405/049 EDI Series FIDADeloitte Haskins and Sells 040/053 * 040/055 - Font, R. 535/009S- 550056S * 550/057S- 550/O58S

040/056 * 040/057- 040/058 * 040/059- 040/060 * Foster, J. 230/006040/061 - 040/062 - 040/063 Frost, R. 195/001 * 195/002

de Lusignan, G. 375/058 * 400/065 - 400/065Demaine, H. 620/010* 630/005 * 645/002Deol, S. 375/047 * 670/022 * 675/010 675/011 *

680/008 Gellman 735/003Derain, J. 415/005F Germanicos, C. 125/001 * 125/005Deren, B. 035/030 * 035/031 * 040/044 * 070/001 Ghany, H. 045/015Diallo, F. 790/008F Gibson, J. 785/023Diaz-Bonilla, E. 030/114S Gilbert, G. 480/001Dickerson, M. 570/006 Gittinger, J. 040/017 - 040/019 - 040/020 - 040/021 -Dillinger, W. 785/013 045/003 * 045/017 * 045/022 * 045/037 * 430/008Dixon, M. 555/005 * 555/010 ED! Series * 505/003 EDI Series * 535/005 -Dominguez-Urosa, J. 125/004 - 125/005 - 125/006 - 540/003 * 550/001 * 550/036 -550/037 * 555/003 -

125/007 - 125/009 - 130/001 * 135/001 * 135/003 * 555/005 * 555/011 * 555/024 * 555/025 * 555/030 -470/001 * 470/002 * 555/056 * 565/010 555/032 - 555/040 * 555/048 * 555/057 * 555/060 -

Dong, F. 030/113 EDI Series 560/004 * 560/020 * 560/021 * 560/029 * 560/030 -Draper, S. 030/073 EDI Series 560/037 * 560/056 - 575/001 * 575/021 * 615/006 -D'Silva, E. 070/003 EDI Series 615/013 * 615/028 * 620/001 * 670/011 * 675/009Duncan, R. 030/058 Goldfinger, C. 785/013

Goodland, R. 030/11 8S7_1 Gould, M. 125/002

Greenblatt, R. 400/047 EDI SeriesEdoku, V. 251/005 Gregersen, H. 030/073 ED! Series,* 040/027-Egbert, A. 555/029 065/007Eguren, A. 405/038 EDI Series .405/047 Griffin, C. 490/013 EDI SeriesEklund, P. 030/1 01 Gulhati, R. 400/050 EDI Series * 400/070 EDI Series-Elz, D. 030/020 * 030/028 * 030/073 ED! Series * 400/071 EDI Series * 405/053 - 405/054

035/009 * 035/010 * 035/011 - 035/013 * 040/026 - Gupta, S. 340/003 * 340/004040/027 - 045/017 * 045/024 - 045/039 * 065/001 * Gustafson, D. 085/004065/007 * 545/007

Eng, G. 135/013 WEspadas, 0. 030/054 * 040/042S - 615/028Etienne, B. 155/026 Halligan, J. 785/023

Hallinan, T. 135/008Haq, M. 045/018

Author Index 199

Harberger, A. 400/020 Jones, W. 030/001 * 040/007 * 040/012 * 040/018 -Harvey, C. 420/084 040/019 * 040/020 * 040/021 * 040/022 * 480/001 -Hassan, R. 045/010 615/007 * 720/010Hastings, J. 085/003Hawkridge, D. 900/001Helmers, F. 080/005 - 310/023 - 400/020 * 420/027 -

560/049 - 560/069 Kamata, H. 150/001Henderson, E. 900/001 Kanbur, R. 400/064 * 400/068Henderson, J. 405/026 Kanoun, S. 775/002Henni, S. 075/021 F. 075/024 * 375/055 * 375/056. Kavruck, S. 670/009

375/057 * 605/023F Kessides, C. 405/040 EDI SeriesHewitt, E. 785/013 Khan, A. 645/015 * 645/019Heyneman, S. 120/018- 135/021 * 135/031 EDI Khandwalla, P. 345/001

Series- 155/001 - 155/026 Kheradjou, G. 085/002Hill, C. 405/032 EDI Series Kimaro, Y. 550/045 * 560/032 * 560/033Hirsch, S. 420/009 * 420/010 King, J. 635/009Hodgkinson, D. 720/005 King, T. 355/008 * 405/040 EDI SeriesHogg, V. 555/046 * 560/001 * 560/011 * 605/001 * Kirpich, P. 030/029 * 030/030 - 030/032 - 030/033

705/001 * 705/002 * 710/001 * 710/002 - 710/003 - Koester, U. 045/043 * 045/044720/002 - 720/004 - 720/009 - 720/012 - 725/001 - Koffi, A. 765/008F725/003 . 725/005 * 730/002 * 730/003 * 735/001 * Kohli, H. 310/012735/002 Komatsu, S. 225/003

Hoisington, C. 040/026 Kordik, H. 030/028Holland, E. 715/001 Kozub, J. 065/010 - 070/003 EDI SeriesHorch, H. 340/030 * 340/040 - 340/041 Krishnaswamy, K. 420/035Hotes, F. 030/040 Krostitz, W. 030/018Huang,J. 185/001 *220/001 -550/031 550/041 . Kudat, A. 870/013

550/049 * 555/012 * 555/016 * 555/017 * 555/018 * Kumar, D. 195/002 * 400/006 * 420/014 * 420/015 -555/020 - 555/021 - 555/036 - 555/042 - 555/043 * 560/001 * 565/002 * 575/004 * 575/005 * 575/009 -555/049 * 555/070 * 570/005 * 575/003 - 575/018 * 575/015 * 735/002 - 785/001605/004 - 605/005 - 605/015 - 610/008 - 615/004 -615/007 * 615/009 * 615/010 * 615/017 * 615/021 * W615/022 - 620/004 - 620/005 * 620/007 - 635/001 -635/002 * 720/006 Lall, P. 560/014

Hubert, E. 040/018 * 720/003 * 720/004 * 720/008 Lamson-Scribner, F. 045/003- 195/004 * 195/005 .Hughes, H. 420/019 310/000 * 420/001 * 540/010 * 545/005 * 550/005 -Hultin, M. 135/013 550/020 * 550/026 - 555/006 * 555/013 * 555/014 -

555/020 * 555/027 * 555/035 - 555/045 * 555/050 -555/061 * 555/062 - 560/003 - 560/005 - 560/012 -560/013 * 565/001 - 565/003 * 570/001 - 570/004 -

IFAD (international Fund for Agricultural 575/019 * 615/003 * 615/011 - 625/008 * 630/001 -Development) 071/001 630/002

Ickis, J. 565/013S * 565/014S * 565/015S Lancaster, C. 400/053Ingersoll, J. 030/057 Leslie, J. 480/001International Fund for Agricultural Development see Lethem, F. 375/001 * 375/003

IFAD Levy, B. 400/036 EDI SeriesIreri, D. 040/047 Levy, H. 705/016 EDI Series . 705/017 EDI Series -Islam, N. 400/008 705/019 EDI Series * 705/022 * 705/023 * 720/019Israel, A. 605/009 Lewis, S., 400/036 EDI Series

Lifson, C. 190/006 * 195/010 * 705/008Long, M. 340/020Lourie, S. 135/039F

Jallade, J. 135/008 Lowenstein, L. 375/004Jechoutek, K. 205/003 Lynch, J. 035/035Jeria, A. 325/005 S- 325/006 S- 550/054 S * 560/053 SJethra, 0. 550/018 ElJimenez, E. 580/002Johanson, R. 125/009 Magassy, P. 550/019 - 560/001 * 565/005 - 565/007 -Jones, S. 035/044 710/003 * 720/007 * 720/009

200 Author Index

Magnus, C. 190/005 * 195/007 * 220/001 * 310/011 * Mulingoki, C. 251/005320/003 * 555/063- 570/005 * 605/005 - 610/008- Mulvaney, J. 615/036615/021 * 635/002 * 675/001 * 675/002 * 720/006 Mundangepfupfu, R. 145/001

Makharita, R. 075/001 F - 075/021 F * 075/024 Murray, G. 710/001 - 710/002 * 720/002 * 720/004 -Malone, P. 540/002 * 555/001 * 555/047 * 575/013 * 725/001 * 725/003 * 730/001 735/001

580/009 * 615/015 * 615/016 * 615/018 - 615/020 * Myers, M. 135/002 * 135/003 * 135/008 * 770/002 -615/024 * 615/025 * 615/029 * 615/033 * 620/003 * 770/003 * 775/003 * 785/002 * 785/010620/006 * 620/011 * 635/010 * 670/019 * 705/005 -705/006 * 705/007 * 705/011 * 705/019 * 710/006 W710/007 * 720/011 * 720/014 * 720/015 * 815/002

Mann, J. 625/007 Nadler, L. 670/001Marchant, T. 035/032 * 035/033 Nallari, R. 405/053Martin, C. 420/018 * 425/001 * 425/002 National Power Survey 220/004Martin, P. 076/004 Ndiaye, M. 785/016FMason, M. 035/021 * 375/003 Nelson, J., 400/036 EDI Series * 400/049Massaquoi, J. 251/003 Nespoulos-Neuville, A. 555/071Maurer, R. 785/021F- 785/031F Nicot, B. 765/009F765/010FMayer, F. 605/016 Niner, P. 785/023Mazumdar, D. 310/050 * 400/046 EDI Series * Noranha, R. 030/047F

400/061 * 400/064 * 400/068 Nuti, M. 405/040 EDI SeriesMazurelle, J. 765/012F - 785/020F - 785/023 Nyasulu, K. 251/004Mboijana, S. 251/005McFarland, E., 400/036 EDI Series * 405/032 EDI

SeriesMcMeekin, R. 130/006 * 135/011 - 135/012 - 135/014 * OAU/STRC (Organization of African Unity/Scientific,

540/009 Technical and Research Commission 071/001Medhora, P. 605/002 OUA/CSTR (Organisation de l'Unit6Mencia, L. 480/001 * 550/043 * 560/030 Africaine/Commission Scientifique, Technique etMen6ndez, A. 705/022 * 705/023 de la Recherche) 071/007Menezes, L. 770/003 * 775/003 Ohri, C. 635/003Mesa-Lago, C. 490/010 EDI Series O'Leary, D. 205/002 * 225/006 - 235/001 * 480/007Meyer, A. 420/078 Olivares, J. 030/042S * 035/012S * 065/011 SMeyers, N. 070/003 EDI Series Oliveira, J. 125/025Meyn, K. 030/008 * 030/009 * 030/015 * 030/016 * Olowu, D. 075/026

030/028 * 040/015 O'Neill, H.4051035Miller, L. 550/019 * 555/022 * 555/031 * 560/001 . Organisation de l'Unite Africaine see OUA

575/007 * 575/008 - 575/015 - 605/001 * 635/006 * Organization of Africa Unity see OAU705/001 * 705/004- 720/005 - 720/007 - 725/005 * Orivel, F. 155/024F725/006 Oyugi, W. 075/027

Mills, C. 405/048 EDI SeriesMinnig, E. 190/001 * 190/002 * 190/003 * 190/004* -BJ

190/005 * 190/007 * 195/006 * 195/007 * 195/008. Palmer, P. 235/010195/009* 195/010* 195/011 *200/001 *200/003 * Palmer, P 235/001200/004 * 200/005 * 200/006 * 200/007 * 205/001 * Pasztor, J. 251/001210/001 * 210/002 * 2101003 * 210/004 * 210/005 * Patel, V. 310/039210/006 * 215/001 * 215/002 * 215/003 * 220/002 * Peat, Marwick, Livingston and Co 630/004220/003 * 220/005 * 235/002 - 235/003 * 235/005 * Peina, 0. 670/0229 680/008235/006 * 235/007 * 235/008 - 235/009 * 240/001 * Perkins, B. 030/1295S285/013 - 565/008 * 570/003 Pitarque, J. 550/055S

Mitra, A. 400/003 * 400/014 - 400/015 Pollock, E. 710/006Mittendorf, H. 030/018 Popiel,P.340/0173 340/019 EDISeries* 340/024-Mokgethi, D. 405/032 EDI Series Pouliquen, P. 765/009FMooney, F. 030/093 Puiun .7509Moser, C. 076/003 Prud'homme, R. 765/009F. 765/01OFMould, M. 030/085 Psacharopoulos, G. 130/006Mtawali, K. 405/032 ED) Sries Puri, G. 195/003 * 310/011 * 545/005 * 545/006 -Mtowa, A. 615/035 550/027 - 550/029 * 550/050 * 555/013 * 555/019 wMuhith, A. 425/003 * 5/0/003 555/045 * 560/012 - 560/023 * 5701004 * 670/018

Author Index 201

045/029 - 045/031 * 045/033 - 045/037 * 055/001 -055/002 * 055/005 - 060/001 * 555/052

Quinones, B. 030/094 Schapiro, M. 405/032 EDI Series,n Schiefelbein, E. 120/020S

LiI Schlesinger, E. 400/001 * 420/006 *420/014-Radnor M. 20/008- 225001 - 5/002- 230001 -420/015 * 550/009 . 555/046 605/003

230/003 08 *225/204010225/0023 230/001. Schofield, A. 125/015Raghavan, V. 310/006 * 550/034 * 555/005 * 555/010. Schuster, H. 725/002

Raj J 550/030 Sengupta, J. 400/062 EDI Series * 400/067Rai, K. 310/004 Sfeir-Younis, A. 030/122SRaje, K. 3410/00 Shah, B. 550/012 -550/013 .550/015Raj, M. 0/20Shah, K. 076/007

Ramachandra, K. 335/026 Shaw C 0/007Ransom, A. 135/036 EDI Series Shaw, C. 420/021 * 605/019

Rao, N. 550/01 8 ~~~~~~~Sheahan, J. 400/036 EDI SeriesRao, N. 5056018 Sherief, A. 251/006Ray, A. 030/040-a 560/044 Shipman, H. 835/002Razafindrakoto R 620/012F Shirima, P. 030/099

Remiuy, C. 785/0013-503 Siddayao, C. 251/004F. 235/01 1F- 23S/01 2F

Ribon, B. 030/045F. 030/051 F- 030/052F- 030/067F 251/013F 251/014F- 251/015* 030/068F* 030/071 F* 030/074 * 035/016F. Silva Lopes da 340/012035/017F. 035/018F. 035/019F. 035/020F. Singh, S. 580/041035/022F- 035/023F. 035/024F- 040/033F. Sirken, I. 120/000* 130/002 * 135/001 - 135/003 -

0401034F-040/035F-040/036F-040/037F-135/006 480/002 . 550/044 * 555/023 . 555/033 .045/04F1 -4/3 045142 4053/014F 4037.555/037 * 555/054 * 715/001 * 760/004 * 770/002.-

Richman R. 56/0522 775/002 . 785/003 . 785/004 . 785/005Ringskog K 81 5/002*815/003*825/002*830/002 Sivaramakrishnan, K. 580/002 * 770/003 - 775/003

Rivkin, M. 765/003 Smith, G. 720/019Rochegude, A. 7851022F Smith, G. 720/014Roe, A. 340/019 ED! Series * 400/062 EDI Series * Smith, W. 720/014

400/063 ED! Series Snith, W. 785/013Rogerson, A. 030/05OF Sner, S. 615/023Rojas-Saavedra, P. 135/038S Snyder J 615/028Roth, G. 555/054 705/009 715/002 760/005 Sohn, T. 670/004;toy, J. 400/062 EDI Series * 400/063 EDI Series * Sokil, C. 405/040 EDI Series

400/062 es .40 E Som, J. 280/012llush B7 5 00/02 Springuel, R. 680/008Rydel, F. 55.500 052 Srinivasan, R. 635/004 * 635/008R ydell, F. 550/024 * 550/052 Srinivasan, T. 400/056Uzi Srinivasan, V. 490/006 * 545/004 * 550/006 * 550/010

* 550/011 * 550/020 - 550/026 * 550/038 * 550/039Sachdeva, P. 030/021 Stauffenberg, M. 550/002Salem, C. 670/030 Stockard, J. 550/014 * 550/017 * 550/018 * 550/022 -Sandikie, J. 251/002 550/023 * 555/015Sant'ana, S. 030/054 Sun, P. 070/005 EDI SeriesSaportia, R. 230/003 Szekeres, S. 030/088Saracoglu, R. 340/021Sassoon, D. 635/009Satin, R. 535/006Saunders, M. 485/001 Tang, Y. 540/015Saunders, R. 251/012 Tasch, E. 035/034 * 035/035Schaefer-Kehnert, W. 030/005 * 030/006 * 030/007* Therkildsen, 0. 076/008

030/013 * 030/014 * 030/017 - 030/022 * 030/023 * Thoolen, B. 135/003030/027 * 030/031 * 030/034 * 030/035 * 030/039 * Tripathi, P. 230/003030/043 * 030/055 * 030/056 * 030/072 * 030/103 * Turk, I. 340/017040/014 * 040/019 * 040/020 * 040/023 * 040/024 * Turtiainen, T. 030/019045/012 * 045/016 * 045/023 * 045/026 * 045/027 * Turvey, R. 200/002

202 Author Index

USAID (United States Agency for International Yalamanchili, S. 405/054Development) 030/126 EDi Series Yang, S. 415/002

Uphoff, N. 076/005 Yarzi, J. 230/003Upper, J. 3101015 * 320/003 * 5451001 * 550/014 - Yepes, F. 490/011 S

550/016 * 550/017 * 550/018 5 5501022 * 550/023 * Youker, R. 055/004 * 280/001 * 280/002 - 280/003 -550/024 * 550/030 - 550/052 * 555/015 * 555/027 * 285/000 * 540/010 * 5451002 * 545/003 * 555/053 -555/038 * 555/039 * 555/058 * 555/059 * 555/063 * 565/004 * 565/006 * 565/009 * 570/002 - 575/014 -565/016 605/006 - 605/013 - 605/018 . 610/005 - 610/007 -

610/009 - 610/010 - 610/011 . 615/001 - 615/006 -N-1 615/013 * 615/019 * 615/023 * 615/026 * 615/028 -

6151030 * 615/032 * 620/001 * 620/009 * 625/002 -Van der Tak, H. 560/044 625/006 * 625/009 * 640/001 * 640/003 * 670/002 -Van Gigch, F. 030/048F 670/003 - 670/005 - 670/006 - 670/011 - 670/015 -Van Nimmen, A. 405/006 675/009Vasiliades, K. 320/007 Younger, S. 4051032 EDI SeriesVernon, R. 335/032 - 335/033 - 335/034 EDI Series - Yudelman, M. 605/006

345/009 - 345/015 * 345/016Vogel, R. 030/085 * 340/023Von Pischke, J. 030/002 * 030/003 * 030/011

030/012 - 0301019 * 030/026 * 030/085 * 0401008 - Zacharin, K. 455/001040/010 * 040/012 * 040/020 * 040/024 * 045/020 * Zimmer-Vorhaus, E. 040/028 * 040/029 * 040/030 -045/021 * 045/028 040/044

Von Ruemker, A. 040/011 * 550/022 Zhiri, A. 155/028Von Stauffenberg, D. 550/022 Zongo, J. 405/032 EDI Series

Zwick, J. 550/008Fq Zymelman, M. 135/014

Wad, A. 220/008 * 225/001 * 225/002 - 230/001 * * * *

230/003 * 240/002 * 2401003Wainana, S. 405/032 EDI SeriesWalkade, N. 2511007Walker, B. 785/023Wallis, J. 030/060 * 070/001 * 260/004 * 535/008 .

535/013Ward, W. 550/025 * 560/002 - 560/009 - 560/015 -

560/019 * 560/021 * 560/030 * 560/031 * 560/047Watson, P. 715/001Weiss, W. 720/016Wen, Y. 400/042Wheeler, G. 040/018White, K. 870/001Williams, E. 195/004 - 310/006 * 550/007 * 550/021 -

550/027 * 550/028 * 550/029 * 550/032 - 550/033 -550/040 * 550/041 - 555/041 - 555/055 * 555/061 -555/070 * 560/023 - 575/002 - 575/006 * 615/010 .620/005 - 725/004

Wilson, L. 325/009SWolf, T. 825/002 * 830/002Wong, D. 705/004Woo, J. 560/041World Bank, 030/126 EDI SeriesWright, S. 705/004

Title Index 203

This index lists titles and corresponding document numbers for all documents listed in the Training Materialsand EDI Series sections. Numbers followed by EDI Series denote documents from that section. Language of the titleindicated which language section the document will be listed in the Training Materials section. To find the full citation,locate the document number in the corresponding section.

Agricultural Policy and its Relationship in Food Policyin Sub-Saharan Africa-Policy Seminar Report

ABC Exercise. 615/026 No. 3. 070/001, EDl Series

ABC: Una Tecnica Simplificada de Programaci6n y Agricultural Producer Prices and Price Ratios inControl por el Camino Crftico. 615/036 Developing Countries. 055/005

AMTA see Agricultural Management Training for Agricultural Production Economics, GraphicalAfrica, and Programme de Formation de Cadres Presentations. 055/001Agricoles pour I'Afrique. Agricultural Project Schedule Selection. 045/003

Accounts, Budget, and Cost Control Exercise-TheZambia Forestry Project Part I. 625/003 Agroindustrias San Martfn, S.A.-Analisis

Econ6mico. 325/006Accounts, Budget, and Cost Control Exercise-The

Zambia Forestry Project Part II. 625/004 Agua y Saneamiento en Zonas Rurales. 835/002

Accounts, Budget, and Cost Control Exercise: The Aircraft Investment Decision. 735/003Project Progress Report--The Zambia Forestry Ajustement Structurel en Afrique Subsaharienne-Project Part IlIl. 625/005 Policy Seminar Report No. 18. 405/048, ED]

Achievements and Problems of Federal and State SeriesTransfers to Local Governments in Nigeria since Al Khair Textile Company-Construction andIndependence. 075/026 Projections of Financial Statements. 550/007

Activities of a Transport Enterprise (Agency). Alcohol. 240/003705/002 Algiers Sewerage Project-Internal Rate of Return

Adaptation of Farming Systems to Population Growth Exercise. 555/057and Resource Conservation Needs in Algunas Consideraciones Acerca de laDeveloping Countries. 030/103 Administraci6n de Proyectos. 605/004

Adduction d'Eau et Assainissement en Zone Rurale. Alimentos Internacionales, S.A.-AnAlisis835/002 Econ6mico. 560/053

Adjustement Institutionel en Terrafrie-Etude de Cas.075/001 Alimentos Internacionales, S.A.-Analisis Financiero.

550/055Adjustment Policies and External Finance. 405/047 Alpha Electricity Commission. 195/005

Administration de l'Entretien. 705/007 Alsabeita Fertilizer Project Break-even and

Las Adquisiciones-Licitaci6n Publica Internacional. Sensitivity Analysis Exercise. 575/002* ~~635/009

Alsabeita Fertilizer Project Exercise. 310/006Adquisiciones para los Proyectos a Traves de

Licitacion Pu~blica Internacional. 635/008 Alternative Investment Decisions Exercise (KenyaSmallholder Dairy Development). 045/023Advantages and Limitations of the Project Format. Am6nagement du Territoire et D6veloppement

540/003 Aeaeetd ertiee eeopmnRegional: Quelle Approche pour les Pays enAgricultural Budget Planning Game. 040/018 Developpement. 415/005

Agricultural Development Project (The Gambia): Analisis de Costos y Beneficios de los Programas yRisk-Analysis Supplement. 040/022 Proyectos Urbanos: El Metodo, su Utilidad y

Agricultural Management Training for Africa (AMTA). sus Limitaciones. 555/033English 071/001 through 071/006 Analisis de la Inversi6n en Fincas. M6dulo de

French 071/007, 071/008, 071/010, 071/012, Capacitaci6n. Volumenes I-l1l. 060/001071/015, 071/016, and 071/017 Analisis de Regresi6n Correlaci6n. 565/008

204 Title Index

El Analisis de Riesgo y Sensibilidad en el Analisis Application de l'Analyse de Sensibilite a un ProjetEcon6mico de Proyectos. 575/011 Portuaire. 575/015

Analisis del Medio Ambiente del Proyecto. 610/011 Application de l'Analyse des Decisions u un Probleme

AnAlisis del Sector Educaci6n. 125/006 de Decision Unique. 575/004AnAlisis Demogr.co y Proyectos de Educaci6n. Application des Modeles de Regression a la Prevision

470/002 du Transit des Marchandises par un Port.565/002

Analyse & 'Aide d'Arbres de D6cision Appliqu6e ~t un The Application of Regression Models for ForecastingProbleme d'Investissement pour l'Exploitation Trade Movements through a Port. 565/002d'une Ressource Naturelle. 575/005

Analyse Couts-Benefices des Programmes et Projets The Application of Sensitivity Analysis to a Portde Planning Familial et de Sante: Techniques, Project. 575/015Utilit6 et Limites. 480/002 Applying Decision Analysis to a Single-Stage

Analyse de la Fonction Vulgarisation. 030/071 Problem. 575/004

L'Analyse de l'lnvestissement dans l'Exploitation Applying Decision Tree Analysis to a NaturalAgricole-Module d'Enseignement. 060/001 Resource Investment Problem. 575/005

Analyse des Besoins des Paysans. 030/052 Applying Technology-Lessons from History.335/032

Analyse des Budgets. 030/068 Appraisal and Finance of Intensive Animal ProductionAnalyse des CoOts de Fabrication. 550/011 Schemes. 030/023

Analyse des Etats Financiers: Limitations et Ecueils. Appraisal of a Port Project-A Case Study Based on550/012 Original Appraisal Report of Mauritius. 730/002

Analyse des Investissements par des Methodes Appraisal of Demand Forecasts. 565/006d'Actualisation. 555/043 The Appraisal of Management Effectiveness. 285/007

Analyse des Ratios Financiers. 550/030 Appraisal of Marketing Systems. 565/009

Analyse des Revenus des Paysans-Projet Mali-Sud. Appraisal of Organizational Effectiveness-Parts I040/036 and 11. 630/006

Analyse du CoOt des Biens d'Equipement. 550/038 Approaches to Community Participation in AgricultureAnalyse du Modele Technique. 030/067 and Rural Development. 076/005

Analyse du Secteur de l'Education. 125/006 Approaches to Community Participation in Urban

Analyse du Seuil de Rentabilite. 555/045 Development Programs in Third World Countries.076/003

Analyse Economique des Projets-Analyse desRisques et de Sensibilite. 575/011 Approaches to the Design of Agricultural

Development Projects. 030/022Analyse et Evaluation des Projets d'Investissements.

540/014 Appropriate Technology. 570/002

Analyse Regionale. 415/004 Approvisionnement/Commercialisation/Credit-ProjetCIDT-Nord-Est. 035/017

Analysis Bar Charting-A Simplified Critical PathAnalysis Technique. 615/036 L'Approvisionnement et la Commercialisation dans les

Projets de Developpement Rural (PDR). 030/050Analysis of Manpower and Education Needs in

Indonesia. 130/006 Aqaba Power Project-A Case Study in ProjectAnalysis in the Power Sector.560/064Analysis of Time Series Exercise: Demand

Forecasting and Consumer Marketing. 565/004 Arborea Social Forestry Project. 040/031Analytical Framework for Organization and Aspectos de la Evaluaci6n de Proyectos. 535/008

Management of Agriculture Projects.030/021 Aspectos Econ6micos de la Producci6n Intensiva de

Analyzing the Project Environment. 610/011 Carne Vacuna en un Pais en Desarrollo. 030/007

Anna Fertilizer Plant Case Study. 560/008 Aspectos Sociales de la Preparaci6n y Evaluaci6n deProyectos. 030/057

Title Index 205

Aspects Budgetaires et Financiers-Exemple Projet Bibliographie-Besoins en Formation des DirecteursCIDT-Nord-Est. 035/016 de Projets Agricoles et de Developpement Rural.

Aspects de l'Evaluation d'un Projet. 535/008 670/015Aspects Economiques de la Production Agricole. Bibliography of Published Materials on Accounting,

055/001 Financial Analysis and Management, andAuditing. 550/016

Aspects Economiques et Sociaux de la Production . .Animale dans les Zones de Paturages Extensifs B o Tdu Monde. 030/039 Bosalia's Power Sector Development Program Case

Les Aspects Fonciers de la Gestion Municipale. Study. 195/007785/022 Bosquejo para la Preparaci6n de Proyectos de

Aspects of Project Appraisal. 535/008 Desarrollo Ganadero. 030/017

Aspects Techniques de l'Evaluation. 555/013 Break-even Analysis. 555/045

Assessing the Effects of a Traffic Pricing Scheme Breves Notas sobre la Experiencia do la(Singapore) Case Study. 715/001 Programaci6n de Inversiones en Guatemala.(Singapore) Case Study. 715/001 075/013

Assessing Trainability. 670/030 Le Budget Municipal-Un Outil de Gestion. 785/031

The Assessment of Trainability. 670/030 Budgetary Reform in Zambia. 420/024

Asset Financing: Capital Equipment Leasing. Bura Project-Government Cash Flow Exercise.310/015 420/020

Assets Distribution and Supply and Demand Business Transactions and Their Effect on FinancialFunctions. 400/015 Statements-Parts 1, 11, and IlIl. 555/063

Assistance Technique a l'Office National duD6veloppement Agricole. 375/055

Assistance Technique en Formation etDeveloppement Institutionnel. 375/056 Calculating Import and Export Parity Prices. 560/015

Assistance Technique-Le "Jumelage d'lnstitutions.' Calculating the Benefits of an Urban Transport375/057 Project. 760/005

175-1 Calculating the Opportunity Cost of Capital. 560/022

Calculation Exercise of Project Benefits with Risk.

Background and Framework of Transport Policies- 575/007Transport Policy Implementation. 710/001 Calculation of Alternative Discounted Cash Flow

Background Notes on Some Economic Concepts and Measures of Investment Worth. 555/046Tools of Analysis. 560/042 Calculo de Intereses y Reembolso del Principal (Uso

Balance of Payments and National Income. 360/001 de Tablas Banco Mundial). 555/072El Calculo do los Precios Paritarios do Importaci6n yBaraka Brick Manufacturing Company Break-even Exportaci6nl 560/015

and Sensitivity Analysis. 575/006Calendario del Trabajo de Campo como Parte de losBaraka Brick Manufacturing Company Exercise. Cussd..nfcainyEauc6 do

555/041 Cursos de Planificaci6n y Evaluacdon deProyectos de Desarrollo Rural. 030/043

Base Analitica para la Organizaci6n y Administraci6n Calorie Arbritage to Improve Food Security. 045/043de Proyectos Agricolas.030/021Basic Finance for Project Analysis. 550/000 La Capacidad de Endeudamiento y la Forma deBasic Fmance for Project Analyses. 550/000 Calcularla; un Ejemplo Simplificado. 045/020

The Basics of Critical Path Methods. 615/033 Capital Cost Analysis. 550/010

Beef Cattle Breeding in Kenya. 030/008 Capital Cost Analysis. 550/038

Benefits and Costs for Price Policies Analysis for Capital Costs. 190/004Developing Countries. 405/026

206 Title Index

Capital Investment Analysis Using Discounting Chao Phya Irrigation Project Case Study-Part A:Techniques. 555/043 Project Planning-Module V: Sensitivity

Caracteristiques des Risques au Niveau des Analysis. 575/020Producteurs. 030/045 Chao Phya Irrigation Project Case Study-Part B:

Caribe Containers Corporation. 550/025 Project Implementation-Module l: ProjectOrganization. 630/005

Case Exercise in Organizational Placement. 035/013 Chao Phya Irrigation Project Case Study-Part B:Case Studies on the Preparation and Analysis of Project Implementation-Module It: Network

Irrigation Projects. 060/004 Analysis. 620/010

Case Study Analysis. 675/002 Chao Phya Irrigation Project Case Study-Part B:A Case Study in Applying Cost-Benefit Analysis: Project Implementation-Module Ill: Monitoring

Choosing between Replacement, Improvement and Evaluation. 645/002and Maintenance of School Buildings in El Checklist for the Preparation of Agricultural Projects.Salvador.1 35/003 030/055

Case Study of a Proposed Inland Water Project. Checklists for Implementing Training Courses.730/003 680/003

A Case Study of Agricultural Price Management- China-A Case Study in Managing TechnicalEgypt. 420/021 Assistance. 375/001

A Case Study of Regional Development Planning in Choi Containers Exercise. 560/009Malaysia: Part I and Part IL. 415/001 Choice between Electric Power Development with and

Case Study of the National Union of Working Women: without Interconnection. 195/001An Indian Experiment. 076/006 Choice between Hydro and Thermal Power

Case Study on Airport Development-Decision Developments. 195/002Making and Multiple Objectives. 735/002 Choice between Power Line Alternatives-Crossover

Case Study on Choice of Transport Projects: Discount Rate Exercise. 555/003Highway-Rail Analysis. 705/004 Choice between Railway Electrification and Diesel

Cash Flow Analysis for National Investment Traction. 725/007Management. 400/001 Choice of Technology: The Case of the Indonesian

Cash Flow Analysis of Investments which Become Rice Mills. 420/027Immediately Operative. 030/072 Choix entre plusiers Decisions d'lnvestissement-

Central Monitoring and Evaluation. 580/005 Exercice. 045/023

La Centralisation de la Surveillance et de l'Evaluation. Chongqing Clocks and Watches Case Study. 565/b. 6580/005 Christina Power Enterprise Expansion. 195/004

The Challenge of Development: A Case Study of the Christina Power Enterprise Expansion-SensitivityBaringo Pilot Semi-Arid Area Project in Kenya. Test on Least Cost Alternative. 195/003040/047

El Ciclo de los Proyectos. 540/006Chao Phya Irrigation Project Case Study-Part A:Project Planning-Module I: Background and El Ciclo de Proyectos en el Sector Educacional.Description. 535/001 125/005

Chao Phya Irrigation Project Case Study-Part A: El Ciclo del Proyecto. 540/002Project Planning-Module Il: Farm and Financial El Ciclo del Proyecto-Introducci6n a la Etapa deAnalysis. 550/045 Planificaci6n y Ejecuci6n del Proyecto. 540/007

Chao Phya Irrigation Project Case Study-Part A: El Ciclo del Proyecto-Introduccion a las Etapas deProject Planning-Module Ill: Economic Planificaci6n y Ejecuci6n de los Proyectos en elAnalysis. 560/032 Sector de la Educaci6n. 540/009

Chao Phya Irrigation Project Case Study-Part A: Citronia Agro-Industrial Projects-Comparison ofProject Planning-Module IV: Social Analysis. Simple Alternatives. 560/007560/033

Clement Chemicals Enterprise. 555/061

Title Index 207

Coal. 235/001 Compania Fabril Oriente-Costo de Capital. 5501058

Cocoa Marketing in Nigeria. 040/060 Compania Industrial Alfa, S.A-Costo de Capital.

Coconut Marketing in the Philippines. 040/063 550/057

Coefficients of Animal Production. 055/002 Compahia Sara, S.A. 535/009

Cogniive Psychology in the Seminar Room-Seminar Companfa Unida de Montajes (CUM). 550/054Paper No. 41. 280/013, EDI Series Comparability of Rankings: Benefit-Cost Ratio vs.

Collection of Readings on Social Forestry Projects. Internal Rate of Return. 555/024065/007 Comparative Advantage-Definitions, Sources, and

Colombia-Integrated Rural Development Project. Implication for Industrialization. 420/010035/011 Comparative B-C Method Exercise. 560/002

Colombia Nutrition Case. 505/001 Comparative Evaluation of Financial Institutions fromComment Assurer le Succ6s du D6veloppement a Rural Development Perspective. 030/026

Rural? 030/034 Compounding and Discounting Techniques. 815/002

Comment Commencer le Calcul d'un Taux de Compressing Schedules-CPM/PDM Exercise.Rentabilite Interne. 555/052 620/004

Comment Reduire les Delais Necessaires a Compte d'Exploitation et Revenu des Agriculteurs.I'Execution d'un Projet-Exercice de Methode 030/051du Chemin Critique/M6thode de la S6quence Computer Help in Demographic Analysis: TheLogique. 620/004 Sprague Multipliers TI-59 Program. 470/001

Comment Utiliser votre Calculateur Bon Marche pour Computer Help in Measuring Efficiency: A TI-59Resoudre les Problemes d'Analyse Financiere. Program. 555/056550/031

Comments on Case Writing. 675/001 Computer Help in Statistical Analysis: A TI-59Program for Linear and Exponential Trend

Commercialisation des Produits Frais en Europe- Fitting. 565/010Opportunit6s et Contraintes de la Computer Processing of CPM Networks. 615/019Commercialisation des Fruits et Legumes pourles Exportateurs du Bassin M6diterran6en. Computer Time-Sharing Systems. 555/016035/044 Computers for Education in Developing Countries:

Common Terms in Economic Project Evaluation. Facing Hard Choices. 125/025560/043 Conceptos Basicos sobre Seguimiento y Evaluaci6n

Communication: A Self-Assessment Exercise. de Proyectos Agrfcolas y de Desarrollo Rural.280/006 030/042

Community Health Workers-Issues and Experience. Concepts et Notions de Base sur les Systemes de485/001 Management. 620/012

Community Participation in Health and Population Conducting Effective Meetings. 640/001Programs. 076/004 Conf6rence-Debat sur la Privatisation en Afrique.

Community Participation in the Hyderabad Urban 345/017Community Development Project. 076/007 Conflict Resolution. 280/003

Como Iniciar el Calculo de la Tasa de Rentabilidad La Conservation du Bois de Feu: Problemes et Choix.Interna. 555/052 235/010

Como Medir los Incentivos de Inversi6n para Considerations for Writing Case Studies. 675/003Pequeinos Agricultores. 030/013

Como Recuperar el Progreso Social en Am6rica Considering Uncertainty in Project Appraisal. 030/088Latina-Policy SeminarReport No. 17.405/049, Constraints on Program Implementation in Country Z.EDI Series 605/003

Company Formation Critical Path Exercise. 615/011 Constraints on the Project Cycle in Country Z-

Companfa Aurora, S.A. 550/056 Postcript. 605/003

208 Title Index

Construcci6n de Talleres y Almacenes Ferroviarios- Cost-Effectiveness Analysis of Alternative TeacherEjercicio del CPM. 615/029 Training Projects. 135/0 11

Construction d'Ateliers de Chemins de Fer et Los Costos de la Maquinaria Agricola. 030/056d'Entrep6ts-Exercice de Methode du Chemin The Costs of Farm Machinery. 030/056Critique. 615/029

Construction of a Bridge Exercise. 720/009 The Costs of More and Better Education in DevelopingCountries. 135/013

Construction of Port Workshop and Stores-CPM C6te d'lvoire-La Contribution des Grandes Villes auExercise. 615/01 8 1Developpement. 765/009

Construction of Railway Workshop and Stores-CPM Les CoOts du Mat6riel Agricole. 030/056Exercise. 615/029

Couts, Financement et Efficacite des Universites deConsultantsCost of Consulting Services. 570/003 l'Arqe15/2i'Afrique. 155/024Consultants' Services. 570/006 CPM Exercise. 615/012

Contabilidad de Costos y Procedimientos deE .brc6 dePeuusts.2/0 CPM/PERT Critical Path Networking. 615/030Elaboraci6n de Presupuestos. 625/007

Container Industries, LTD-A General Appraisal Credit and Debt Service Phasing Exercise. 045/033Case. 31 0/011 Crisis in the Financial Sector. 340/020

Containers Corporation of the Caribbean. 560/047 Criteres d'lnvestissements a Utiliser dans I'Analyse

Contemporary Policy Responses to Economic Decline Economique des Projets. 560/027in Africa. 405/054 Criterios de Inversi6n en el Analisis Econ6mico de

Le Contexte Urbain en Afrique. 765/008 Proyectos. 560/027.. . . . ....... ~~~Cuantificacion de Ia Capacidad de Endeudamiento deLa Contribution d'initiatives Legislatives telles que la IanExplaci6n Agrlolap 030/002

Purpa visant a Encourager le Secteur Prive a la Explotaci6n Agrfcola. 030/002Participer au Developpement de Petites Current Use of Project Analysis Tools in the WorldCentrales Hydroelectriques. 205/002 Bank. 535/005

The Contribution of Legislative Initiatives such as Le Cycle des Projets. 540/006Purpa towards Involving the Private Sector in Le Cycle du Projet-Une Introduction aux Differentesthe Development of Small Hydroelectric Power Etapes de la Planification et de l'Execution desPlants in Developing Countries. 205/002 Projets. 540/007

El Control de Costos en Ia Administraci6n de Le Cycle d'un Projet et le Processus d'Evaluation d'unProyectos. 625/002 Projet. 540/010

Control de los Costos de un Proyecto. 625/009

Le Contr6le des CoGts d'un Projet. 625/009

Conversion Factors and Shadow Exchange Rates.560/026 Dairy Cattle Breeding in Developing Countries.

030/015Converting Financial Prices to Economic Values.

560/029 Dairy Herd Development Exercise. 045/037

Cost Accounting and Budgeting Procedures. 625/007 Damaa-Special Drainage Project-Who Should Be

Cost-Benefit Analysis and Decision Making. 560/049 Project Manager. 630/004Data Processing Introduction. 555/021

Cost-Benefit Analysis of Urban Programs andProjects: The Techniques, Its Uses and Dchar El Oued Dam Joint Cost Allocation Exercise.Limitations. 555/033 560/056

Cost-Benefit Analysis: Techniques, Uses, and Debt Capacity and How It Is Computed-SimplifiedLimitations. 555/037 Example. 045/020

Cost-Benefit Evaluation of a Water Supply Project. Decentralized Development Planning and815/003 Management in Kenya: An Assessment.

075/057Cost Control in Project Management. 625/002

La Decision d'lnvestir dans les Avions. 735/003

Title Index 209

Decision Making in Health Services. 490/001 Development Policy Analysis-Policy Seminar Report

Decision Structure, Technological Self-Reliance, and No. 4. 420/043, EDI SeriesPublic Enterprise Performance. 430/002 Development Problem, Strategy, and Technology

Decision Structure, Technology Choice, and Public Choice: Sarvodaya and Socialist Approaches inEntreprise Performance: A Case Study of a India. 4201028Bagasse-Based Newsprint Project. 335/035 Developpement d'un Troupeau de Vaches Laitieres-

Decision Tree for Determining Economic Values. Exercice. 045/037560/020 Le Developpement Rural Integr6: Du Concept a

Definici6n de la Jerarqufa de Objetivos de un l'Application. 030/049Proyecto. 610/009 Devising New Institutions in Large Cities. 760/006

Defining an Urban Situation 'With' and "Without' Diagram for Calculation of Internal Rate of Return.Proposed Project Elements. 555/054 555/001

Defining the Hierachy of Project Objectives. 610/009 Diesel vs. Gasoline-Annual Equivalent Exercise.

D6finition de la Hierarchie des Objectifs d'un Projet. 555/058610/009 Differents Types de Planification Utilises dans le

Definition et Calcul de la Capacit6 d'Endettement- Developpement Economique. 540/008Exemple Simplifi6. 045/020 La Dimension Humaine des Projets de D6veloppement

Deflating the Internal Rate of Return Exercise. Rural. 280/012555/048 La Dimension Sociale de la Preparation et de

The Delmora Road Maintenance Organization-A l'Evaluation des Projets; 030/057Case Study. 375/003 Dimensionnement et Calendrier des Projets. 555/019

La Demande Energetique et la Croissance Directives pour la Determination des Conditions deEconomique. 251/013 Credit. 030/011

Demographic Analysis and Education Projects: Basic Directrices para la Determinaci6n de las CondicionesConcepts and Relationships. 470/002 de los Creditos. 030/011

Department Organization Work Exercise. 630/001 Discount Applications in Economic Decision Making-The Derivation of Income Distribution/Poverty Algiers Sewerage Project. 550/037

Weights for Cost-Benefit Analysis. 560/045 Discounted Cash Flow Exercise. 555/025

Deriving Discounted Measures of Project Worth. Discounting Differences between Cash Flows to555/030 Choose among Mutually Exclusive Alternative

Desarrollo Agricola Sostenido: Problemas y Desafios Projects. 555/005en America Latina. 030/122 Domestic Resource Cost Exercise. 560/021

El Desarrollo del Riego en America Latina. 065/011 Donnees et Cadre de Reference des Politiques de

Designing Monitoring and Evaluation for a Major Transport. 710/002Squatter Upgrading Program. 645/001 Doratown Water Supply Project-Critical Path

Determining Schedules of Accommodation. 125/001 Method. 615/010

Determining the Location and Size of Schools: A Dotations et Subventions de l'Etat. 765/012Case Study of Kenya and an Exercise. 125/009 Drainage Requirements. 030/032

Developing a Monitoring and Evaluation Program forAgriculture in Benin. 035/032 E

Developing Cases from Written Sources. 675/005

Development Banking Management Game-Parts I- Economa de Ia Producci6n Agricola. 055/001IV. 085/003 Economic Adjustment in Algeria, Egypt, Jordan,

Morocco, Pakistan, Tunisia, and Turkey-Policy)evelopment of Money and Capital Markets. 340/017 Seminar Report No. 15. 400/062, EDI Series

Development of Securities Markets in Brazil. 340/030 Economic Analysis. 550/042

210 Title Index

Economic Analysis of Projects-Economic Rate of Ejercicio de Calculo de las Medidas de Producci6n eReturn. 560/012 Ingreso de la Finca. 045/012

The Economic Analysis of Projects-Local Cost of Ejercicio de Comparaci6n de los DiferentesSaving Foreign Exchange. 560/005 Intermediarios Financieros del Area Rural.

Economic and Industrial Profiles for Sub-Saharan 045/028African Countries. 400/033 Ejercicio de Conversi6n de Precios Financieros a

Economic and Social Aspects of Animal Production in Valores Econ6micos. 560/029the Rangeland Areas of the World. 030/039 Ejercicio de Formaci6n de un Hato de Ganado

Economic Aspects of Intensive Beef Production in a Lechero. 045/037Developing Country. 030/007 Ejercicio de Precios de Paridad de las Importaciones.

Economic Aspects of Privatization Programs. 560/030345/009 Ejercicio de Proyecci6n del Hato y una Finca

Economic Costs of Education Alternatives: An Ganadera de Tanzania. 045/026Illustration of Shadow Prices and Discounting. Ejercicio sobre Analisis de Ingresos e Inversiones en135/002 Explotaciones Agricolas. 045/016

Economic Growth and the Assets Structure. 400/003 Ejercicio sobre Calculo de los Indicadores

Economic Issues in the Power Sector-Case Study: Actualizados de Desempei'o de un Proyecto.BETA. 210/006 555/030

The Economic Return of Maintenance-Example of a Ejercicio sobre Descuento de Diferencias entre FlujosSurface-Dressed Road. 720/015 de Fondos para Elegir entre Posibles Proyectos

que se Excluyen Mutuamente. 555/005Economic Selection of Project Alternatives. 560/024 Ejercicio sobre Distribucifn do Costos Conjuntos del

Economic Stabilization and Structural Adjustment, Proyecto de Fines Multiples J. Percy Priest.the Case of Turkey. 340/021 560/004

Economic Valuation Decision Tree. 560/019 Ejercicio sobre el Uso de las Relaciones de Precios

Economics of Underground Distribution. 220/003 como Indicadores de Preferencias. 045/027

Economies in the Provision of Facilities for Teaching Ejercicio sobre Proyecci6n del Flujo de Fondos de unaSecondary School Science. 145/001 Explotaci6n Agrfcola.045/029

ECW Canning Company 1,11 & 1ll-Construction and Ejercicio sobre Valor Temporal del Dinero. 555/032Projections of Financial Statements. 550/029 El Mullak Dairy and Farm (Egypt). 040/007

EDI Teaching Strategy. 670/011 Elaboration et Conception des Projets. 545/007

EDI's Training Materials-A Report. 900/001 Electrification vs. Dieselization: The Conflict betwedn

Education Budget Estimates Hearing: A Role Play. Financial and Economic Analysis. 550/042135/012 Elementos Basicos de los Metodos del Camino

Education Programs and Projects: Analytical Critico. 615/033Techniques, Case Studies and Exercises and Les Elements Fondamentaux des M6thodes duSolutions. 120/000 Chemin Critique. 615/033

Education Sector Analysis. 125/006 L'Emploi de Consultants. 605/023

Effect of Expected Life on True Present Value. L:Emploi des Rapports de CoOt Comme Determinants555/017 de Choix-Exercice. 045/027

Effective Management of Public Enterprises. 345/001 Empresa Enlatadora E.C.W.-Parte l: Los Estados

Effective Utilization of Foreign Assistance. 425/003 Financieros; Parte II: ProyeccionesFinancieras. 550/029

Effects of Financial Transactions on Financial En6rgie dans les Pays en Voie de Dveloppement.Statements: An Exercise. 550/052

251/011Ejercicio acerca de la Utilizaci6n Optima de

Fertilizantes. 045/031 Energy in Industry. 225/001

Title Index 211

Energy in Transport. 225/002 Estrategia de DiseiFo Organizacional. 055/004

Energy Policy and Planning Seminars-Training Estudio de Caso: Abastecimiento de Agua -Bogota,Materials: Introductory Concepts. 251/015 Colombia. 830/002

Energy Policy in Eleven African Countries. 251/016 Estudio de un Caso de Previsi6n de la Carga en

Energy Policy in Tanzania. 251/008 Omega. 210/005Energy Policy Issues in Ethiopia. 251/006 Estudio de un Caso Practico: Abastecimiento de

Agua y Alcantarillado, Obras Sanitarias delEnergy Policy Issues in Malawi. 251/004 Estado (OSE), Uruguay. 825/002

Energy Policy Issues in Sierra Leone. 251/003 Estudio de un Caso Practico sobre Mejoramiento de

Energy Policy, Supply, and Demand Patterns in Aeropuertos-Adopci6n de Decisiones yZimbabwe. 251/009 Objetivos Muitiples. 735/002

Energy Sector Policy Responses in LDCs to the Oil Etude de Cas: Conditions du Credit Rural en Inde.Price Rises of the 1970s. 405/006 040/024

The Energy Supply-Demand Situation and National Etude de Cas d'un Projet de Transformation du BoisEnegy Policy Issues in Liberia. 251/002 en Tanuganya. 555/010

Energy Supply Issues and Strategies for the Modern Etude de Cas-Projet dAeroport-Prise de DecisionsSector in Africa. 230/006 et Objectifs Multiples. 735/002

Enfoques del Diseiio de Proyectos Agropecuarios. Etude de Cas sur a Gestion des Prix Agricoles en030/022 Egypte. 420/021

Engineering Consultants. 570/004 Etude de Cas sur le Service des Eaux et des EgoOtsOSE: Uruguay. 825/002

Environmental Assessment of Investment Projectsand Programs-Scope and Processes. 260/004 The European Fresh Produce Market-Marketing

Challenges and Resources for Suppliers in theEpitoria Dairy Development Project. 040/014 Mediterranean Basin. 035/044

Epitoria -Projet d'Amenagement Laitier. 040/014 Evaluaci6n Comparativa de Instituciones Financieras

Equipment Selection. 195/008 desde la Perspectiva del Desarrollo Rural.030/026

Equipment Selection and Replacement DecisionProblems. 555/031 Evaluaci6n de Costos-Beneficios de un Proyecto de

Equipment Selection and Replacement Decision Abastecimiento de Agua. 815/003Problems (Highways). 550/019 Evaluaci6n de la Eficacia Organizacional-Parte I.

630/006Equipment Selection and Replacement Decision

Problems (Railways). 725/006 La Evaluaci6n de las Ofertas Relativas a Equipo.635/010

The Equity Effects of Education Financing: AnExercise on Colombia's Experience. 135/008 Evaluaci6n de Licitaciones para Vehfculos. 635/004

El Escalonamiento Cronol6gico de las Entradas y Evaluaci6n Ex Post de Proyectos. 580/009Salidas en la Proyecci6n del Flujo de Fondos de Evaluaci6n y Financiamiento de Proyectos deuna Explotaci6n Agricola. 030/014 Producci6n Animal Intensiva. 030/023

Escalonamiento del Credito y Servicio de la Deuda. Evaluation and Public Policy: The Use of Evaluation045/033 Products in the Executive and Legislative

Escolar-Un Programa TI-59. 555/056 Branches of the United States Government.075/019

Essays on Labor Markets, Poverty and StructuralAdjustment. 4001064 Evaluation CoOts-Benefices d'un Projet d'Adduction

d'Eau. 815/003Estimating Requirements for Housing (Jamaica) Case

Study. 770/001 L'Evaluation de l'Efficacite en Gestion. 285/007

Estimating Teacher Requirements. 125/007 Evaluation d'Offres de Vehicules. 635/004

Estrategia de Desarrollo-El Sector Agro-Rural y los Evaluation of Bids for Equipment. 635/010Ecosistemas de America Latina. 030/123 Evaluation of Bids for Vehicles. 635/004

212 Title Index

Evaluation of Tenders. 635/001 Exercise on Widening the Pavement of a Road.

Evaluation of Training. 670/007 720/002

Ex-Post Evaluation of Projects. 580/009 Exercise: Procurement of Consultants. 635/006

Examples of Financially Viable Urban Public Transport The Expansion and Improvement of Public Transport:Systems. 705/009 The Proposed Minibus Program in Kuala Lumpur

(Malaysia). 760/004Exchange Rate Adjustment in Selected African Expansion of Health and Family Planning Services:

Countries. 405/039 The Maharashtra Experience. 490/006

Exercice dAnalyse des Revenus et des Experience with Selected Aspects of Urban FinanceInvestissements d'une Exploitation Agricole. in Australia, China, England and Wales, and045/016 France. 785/023

Exercice de Projection du Cash Flow d'uneExploitation Agricole. 045/029 Export Policies and Administration-Policy SeminarReport No. 7. 400/047, EDI Series

Exercice de Projection d'un Troupeau-Fermed'Elevage de Tanzanie. 045/026

Exercice-Options s'Excluant Mutuellement-Choixdu Plan Appropri6 pour la Construction d'un Fabrica Elaboradora de Estizas. 555/066Pont. 720/011

Exercice sur la Construction d'un Axe Routier. Fabrique de Conserve E.C.W., I & 11. 550/029720/008 Facteurs de Conversion et Taux de Change de

R {ference. 560/026Exercice sur la Construction d'une Route de

l)veloppement. 720/012 Factores de Conversi6n y Tipos de Cambio deCuenta. 560/026

Exercice sur l'Agrandissement des InstallationsPortuaires sur l'Ocean. 730/001 Factors Affecting the Commodity Markets in the

Exercice sur le Goudronnage d'une Route Empierree. 1980's. 030/058720/004 Factors, Parameters, or Dimensions Affecting

Organizational Design of Rural Development andExercice sur l'Utilisation Optimale d'Engrais. 045/031 Agricultural Projects. 055/004

Exercise for Sensitivity Analysis Using Road Farm Budget Exercise. 045/024Projects. 575/008

... . . ~~~~~~~~Farm Cash Flow Projection Exercise. 045/029Exercise on Acquisition of Aircraft for a Regional

Airline. 735/001 Farm Income Exercise for an Irrigated Small Farm in

Exercise on Constructing a Pipeline. 705/003 Egypt. 045/015Farm Income, Farm Investment and Funds Flow

Exercise on Construction of a Development Road. Analysis. 045/016

Farm Income for an Energized, Well-irrigated SmallExercise on Construction of a Major Highway. Farm in Pakistan. 045/018

720/008Farm Investment Analysis-Teaching Module-

Exercise on Discontinuing Services on an Volumes I-Ill. 060/001Unprofitable Railway Branch Line. 725/003

Farm Output and Income Measures. 030/006Exercise on Electrification or Dieselization of a

Railway Line. 725/001 Farm Output and Income Measures Calculation.045/012

Exercise on Expansion of Ocean Port Facilities.730/001 Feasibility Studies in the Transport Sector. 710/006

Exercise on Mutually Exclusive Options: Selection of Fertilizer Marketing in Bangladesh. 040/053Appropriate Design for a Bridge. 720/011 Fijaci6n de Precios de Servicios Publicos Urbanos.

Exercise on Paving a Gravel Road. 720/004 785/004

Exercise on Regression Analysis. 565/005 Financial and Economic Analysis Case Study-Project: 75 MW Barge Power Plant (Parts I and

Exercise on School Mapping. 125/002 II). 205/001

Title Index 213

Financial and Economic Analysis Exercise- Forecasting in Transportation. 710/007Electrification of a Railway Line. 725/002 Forecasting Manpower Requirements: Techniques,

Financial Forecasting and Project Management. Uses, and Limitations. 130/002625/008 Forecasting Manpower Requirements: The Case of

Financial Institutions in Distress: Causes and the Dominican Republic-Part I Analysis ofRemedies. 340/024 Labor Force and the Labor Market. 130/001

Financial Management Aspects of Macroeconomic Forecasting Methods. 565/007Policy Implementation: A Case Study of Formas de Calcular la Amortizaci6n de un Pr6stamoExperience in Kenya 1980-85. 340/008 Agricola de Mediano y Largo Plazo. 045/034

Financial Policies of Development Banks. 085/004 La Formation et la Recherche en Gestion pour le

Financial Ratio Analysis. 550/030 D6veloppement de I'Afrique-Policy Seminar

Financial Reform in Socialist Economies-Seminar Report No. 5. . 430/008, EDI SeriesSeries. 405/040, EDI Series Formulation d'un Programme de Suivi et d'Evaluation

Financial Statement Analysis: Problems of Inflation Retrospective pour I'Agriculture au Benin-and Other Pitfalls. 550/012 Etude de Cas. 035/032

Financial Statements and Ratios. 550/050 Framework of Transport Policy Formulation. 710/002Financial Transactions Exercise. 550/014 Fuentes de Informaci6n sobre Productos Basicos.

560/041Financiamiento de la Atenci6n a la Salud en Am6rica

Latina y el Caribe, con Focalizaci6n en el SeguroSocial-Seminar Paper No. 42. 490/010, EDISeries

The Gambia Rice Production Project. 040/021Financiamiento de la Educaci6n en Am6rica Latina.

135/038 Gamma Electricity Company (GEC) Least Cost

Financing Agricultural Cooperatives in Development Development Program. 195/009Projects. 030/019 Generaci6n y Diseno de Proyectos. 545/007

Financing Education: Principles and Techniques. General Tyre (E.A.) Ltd. Factory Expansion. 615/035135/006 Generating Reserves. 200/004

Financing Higher Education in Francophone West Generation and Operation. 200/005Africa-Policy Seminar Report No. 12.135/036,EDI Series Geothermal Energy. 240/001

Financing Public Sector Investment-Part I: The Gestion de l'Assistance Technique-Experience deProject Context for Public Investment. 420/035 I'Afrique Sub-Saharienne. 075/021

Financing Public Sector Investment-Part II: Saving La Gestion du Domaine Foncier a Bamako. 790/008by the Public Sector-Tax Policy.420/035 Ghana National Investment Bank Consultant Report

Financing Public Sector Investment-Part IlIl: on Project Implementation. 545/003Government Draft on Private Saving.420/035 Ghana Power Projects Case Study. 190/006

Financing Public Sector Investment-Part IV: Ghana: Reducing Fiscal Pressures through aCoordination of Monetary and Fiscal Policies. University Student Loan Program.135/001420/035

Glass Containers Project - Financial AnalysisLa Fiscalit6 Urbaine en Afrique de l'Ouest. 785/013 Exercise. 550/004

Florin Chemical Enterprise Exercise. 575/019 Government Intervention and Urban Labor Markets in

Flow Chart Exercise. 555/012 Developing Countries. 400/061

El Fomento del Comercio y la Industria en Corea- Government Interventions to Influence AgriculturalPolicy Seminar Reporl No. 14. 405/038, EDI Production and Food Security. 045/044Series Grain Marketing in Colombia. 040/056

Food Policy Seminar-Policy Seminar Report No. 2. Grain Marketing in Ecuador. 040/057505/003, EDI Series

Grain Marketing in Somalia. 040/058

214 Title Index

Granos Basicos de Centroamerica. 325/010 Hungarian Development-Project Management Case

Graphes a Utiliser pour obtenir des Valeurs Study. 635/002Approximatives du Taux de Rentabilite Interne. Hydro Power Resources. 220/002555/018

Graphs to Obtain Approximate Values of the InternalRate of Return. 555/018

Greenbelt Cannery Ltd Exercise. 550/022 Identification et Preparation des Projets. 545/006

Groundnut Marketing in Senegal. 040/059 Impasse in Zambia-The Economics and Politics ofReform-Development Policy Case Study,

Guidelines for Presentation of Financial Analysis in Analytical Case No. 2 400/070, EDI SeriesStaff Appraisal Reports. 5601046

Implementation of Area Road Pricing-NetworkGuidelines for the Specification of Credit Terms. Analis Ere. 615/024030/011 Analysis Exercise. 615/024

Implementing Change in Organizations (A Manager'sGuiness (Nigeria) Ltd. (i & II) Exercise. 550/015 Guide). 280/001Gujarat Community Forestry Project Case Study. Import-Export Parity Prices Exercise. 560/030

560/037Import Substituting Industrialization and Protection of

the Small Scale: The Indian Experience in theTextile Industry. 310/050

The HAK Steel Mill Water Pipeline Work Exercise Import Substitution and Export Promotion. 420/009Project Optimization-Selection of Least Cost Improving Lectures and Alternatives to Lectures,Method. 560/003 Developed by the Participants in the EDI

Health Aspects of Watershed Development and Seminar on Teaching Project Analysis, Nov 21-Irrigation Projects. 480/007 Dec 2, 1977, in Washington, D.C. 670/005

Health Care Financing. 480/009 India, Fourth Agricultural Credit Project Case Study.040/044

Herd Projection Exercise Tanzania Ranch. 045/026 India Rural Credit Terms Case Study. 040/024

Higher Education and the Problems of Graduate The Indian Entrepreneurship Development ProgramEmployment in the Arab Countries. 155/028 and its Relevance for Developing Countries.

Higher Education in Developing Countries: What, 310/039How, and When? 155/026 Indian Well-Energizing Financial Rate of Return.

Highway Construction Project-CPM/PDM Exercise. 550/001615/017 Indian Well-Energizing Internal Rate of Return

Hints on Constructing Evaluation Questionnaires. Exercise. 555/011670/008 La Indole de la Estrategia para un Proyecto. 535/014

Historical Methodology for Determining Tariffs. Indonesia Cinchona Bark Production Project Price215/001 Sensitivity Exercise. 575/001

Housing Finance. 785/002 Indonesia SmallHolder and Private Estate TeaHow Adult Participants Learn. 670/004 Project. 035/009

How Financial Transactions Are Reflected in Financial Industrial Adjustment in Sub-Saharan Africa. 310/032Statements. 550/024 Industrial Development Banks and Social Benefit-

How to Implement a Seminar: Parts A and B. 670/018 Cost Analysis. 080/005

How to Start an Internal Rate of Return Calculation. Industrial Energy Conservation in the Private Sector:555/052 Management and Financial Perspectives.

How to Use Your Inexpensive Calculator to Solve 225/003Problems in Financial Analysis. 550/031 Industrial Incentives Case Study. 420/001

How to Use Your Inexpensive Calculator to Solve Industrial Pollution Control. 225/006Problems of Measures of Project Worth. Industrial Project Analysis: Case Studies. 310/000550/043

Title Index 215

Industrial Raw Materials and their Impact on Location Introduction aux Finances Locales. 785/020and Appraisal of Projects. 545/005 Introduction of a New Type of Bus. 705/006

The Influence of Public Sector Projects and Policies Introduction of Risk Analysis in Appraisal of Industrialon Income Distribution. 420/018 Projects. 310/012

Les Ing6nieurs-Conseils. 570/004 Introduction to a Financial Funds Approach for Project

Ingenio Aire Libre. 040/039 Analysis. 550/017

Input-Output Analysis. 400/008 Introduction to Decision Analysis. 575/009

Input-Output Analysis: Basic Concepts, Uses, Introduction to Network Scheduling. 615/009Limitations. 400/006 An Introduction to Probability and Statistical Analysis

L'lnstitut de Developpement Economique de ia for Cost-Benefit Analysis. 575/003Banque Mondiale et 'Ajustement Structurel en Introductory Notes on Financial Accounting. 550/044Afrique au Sud du Sahara. 400/065

Investing in Education: A Quarter Century of WorldInstitutional Framework and Public Enterprise Bank Experience. 135/021Performance. 430/00 1

Les Investissements de Capitaux Necessaires auThe Institutional Framework for Planning Regional D6veloppement du Gaz et du Petrole: Les

Development in China-A Preliminary Contraintes dans les Pays en Voie deAssessment. 560/034 D6veloppement. 235/011

Instruction on Running Programs with the TI-59 Investment Criteria in Economic Analysis of Projects.Programmable Calculator. 555/049 560/027

Instructions for a Workshop on Planning Project Investment in a Jojoba Plantation-An Exercise inImplementation. 605/013 Sensitivity Analysis. 575/022

Integrated Poultry Complex Case Study. 040/015 Investment Program Financial Planning. 190/003

Integrated Rural Development in Mali. 035/034 Irrigation Framework Planning and Project Selection.

Integrated Rural Development Project (Mali) on Road 030/030Component Case Study. 720/003 Irrigation Training in the Public Sector-Guidelines for

Internal and External Imbalances and Adjustment Preparing Strategies and Programs-TechnicalPolicies, the Case of Tunisia. 340/022 Material. 030/126, EDI Series

The International Commodity Markets-Recent Irrigation Water Charges, Benefit Taxes, and CostTrends and Future Changes. 030/066 Recovery Policies. 030/040

International Communications-Selected Issues and Options in Fuelwood Conservation withBibliography. 275/001 Special Attention to Africa. 235/010

International Foods Ltd.-Financial Structure and Issues for Financial Institutions. 340/023Financing Sources for a New Project. 550/034 Issues in Budgeting. 420/023

International Fora for Consultation and Collaboration Issues in Development Management in Sub-Saharanon International Economic and Monetary Africa-Po/icy Seminar Report No. 19. 075/006,Problems. 355/006 EDI Series

Interpretation and Analysis of National Income Issues of Overvaluation and Exchange RateAccounts. 420/014 Adjustments in Nigeria. 405/033

The Interrelation of Plans, Programs, and Projects inEconomic Development. 425/002

Introducci6n al Desarrollo Rural. 030/053

Introduction a I'Analyse des D6cisions. 575/009 J. Percy Priest Multipurpose Project Joint CostsAllocation. 560/004Introduction a l'Analyse Statistique et des

Probabilites pour I'Analyse Couts-Avantages. Jakarta Property Tax Case Study. 785/001575/003 Jamaica: A Case Study in Public Sector Investment

Introduction a l'Evaluation des Projets Industriels- Programming. 420/078Theorie et Etudes de Cas. 310/023

216 Title Index

Jamhuri Sawmill PERT/CPM and PDM Exercise. Lessons from Experience-Problems in Implementing615/013 Integrated Rural Development Projects. 605/006

Jamhuri Sawmill PERT/CPM -(Follow-up Exercise). Limited Access of Agricultural Equity Finance from620/001 Sources outside the Firm. 030/003

Jenni-Social Forestry Project Exercise. 045/039 Liste de Reference pour la Preparation des Projets

Jeu de la Preparation du Budget Agricole. 040/018 Agricoles. 030/055

Juego de Planificacion dei Presupuesto Agricola. Livestock Production Systems in Semi-Arid040/018 Rangelands. 030/016

Load Forecasting: Analysis of Historical Data.[-v-i 210/003

Load Forecasting Exercise. 210/002

Kadana Irrigation Project Case Study. 040/017 Load Forecasting (Introduction). 210/001

Kanamaran Technical Assistance Project. 375/004 Loan Repayment Computations for Tea and otherKanoun Cannery Financial Analysis Case Study. Agricultural Projects. 045/017

320/003 The Lyari Improvement Project: A Case Study in

Karachi Port Expansion Project Case Study. 605/005 Economic Analysis. 775/002

Kenya-Population Projections. 455/001

Kenya Vehicle Assembly Project: An Exercise inAppraising a Small-Scale Enterprise. 320/007 Magat River Multipurpose Project: Stage I Case

Key Factors in the Application of Industrial Study. 040/029Technology in Developing Countries, 335/033 The Magic Number of 72 (or Doubling at Compound

Khaipur 11, Tile Drainage and Irrigation Project Case Growth). 555/047Study. 040/028 Mail Sorting Machine Cost Justification. 550/036

Kilombero Sugar CPM Exercise. 615/007 Malawi: Promising Reforms, Bad Luck-DevelopmentKingara Road Project. 375/002 Policy Case Study, Analytical Case No. 3.

Kodango Procurement Discussion Exercise. 635/007 400/071, EDI Series

Korea's Experience in Trade and Industry Malaysian Case Studies. 675/012Development: Its Relevance to Latin America- Mali Sud I (Cotton) Case Study. 035/035Policy Seminar Report No. 14. 405/038, EDI Management of People-Toward the AccomplishmentSeries of Organizational Objectives. 280/002

Kothagudam Fertilizer Project (India)-Economic Management of Technical Assistance. 375/047Justification Case Study. 560/013

A Management System for Project Planning andImplementation in Edara: A Case Study.

_[i 605/019

Labor Markets in an Era of Adjustment: Annotated Management Training. 670/022Bibliography of Selected Literature. 400/068 Management Training and Research for African

Land and Water Resource Management in Asia- Development-Policy Seminar Report No. 5.Policy Seminar Report No. 20. 070/005, EDI 430/008, EDI SeriesSeries Managing Financial Adjustment in Middle Income

Land and Water Resources Management. 065/010 Countries-Po/icy Seminar Report No. 11.340/019, EDI Series

Land and Water Resources Management-PolicySeminar Report No. 6. 070/003, EDI Series Mangoky Financial Estimates. 045/041

Land Settlement Policy. 035/010 Manual on Highway Project Appraisal in DevelopingCountries. 720/016

Land Use Control Exercise. 765/003Mariana Petrochemicals Enterprise Exercise.

Lecons Tirees de la Tourmente: Perspectives pour les 550/005Pays en Voie de Developpement. 251/012

Ttle Index 217

Matieres Premieres pour l'Industrie et leurs Effets sur Microeconomic Issues of Labor Markets inla Situation et Estimation des Projets. 545/005 Developing Countries-Analysis and Policy

Maximizing the Use of Existing Transport Implications-Seminar Paper No. 40. 400/046,Infrastructure. 705/005 EDI Series

Measurement of Loan Repayment Performance. Midlandia Electric Power Co.-Case Study. 185/001030/085 Mieux Rentabiliser l'Assistance Technique par une

Measures of Project Worth (Return on Investment). Meilleure Gestion. 375/058555/053 Mise en Place d'un Pont Provisoire-Exercice

Measures of Project Worth-Various Tests for d'Analyse de Graphe. 615/020Evaluating Investments. 555/062 La Mobilisation des Ressources. 785/016

Measuring and Accounting for Portfolio Performance La Mobilisation des Ressources Locales-Le Cas desin Development Finance Institutions: Numerical Recettes de March6 et de la Taxe sur laExamples. 030/093 Publicite a Dakar. 785/021

Measuring Small Farmer's Investment Incentives. La Modulation des Rentr6es et Sorties de Caisse030/013 dans les Projections de Cash Flow en

Medici6n de la Producci6n y los Ingresos de Agriculture. 030/014Explotaciones Agricolas. 030/006 Modulation du Credit et du Service de la Dette-

Mesure de la Production et du Revenu Agricoles. Exercice. 045/033030/006 Molinos de Arroz Macondo, S.A.-Ejercicio de

Mesure de la Production et du Revenu Agricoles- Evaluaci6n Econ6mica. 560/054Exercice de Calcul. 045/012 Monitoring and Evaluating Development Projects-

The South Asian Experience-Seminar Series.La Mesure des Incitations a l'Investissement chez les 645/013T EDI SeriesPetits Exploitants. 030/013 6

Metal Industries (Previously, Thermodyne, Inc.). Monitoring and Evaluating Urban Development625/001 Programs. 580/002

Metal Productions, Inc. Exercise. 555/027 Monitoring and Evaluation of Development Projects inSouth East Asia: The Experience of Indonesia,

A Method for Screening and Evaluating Rural Road Malaysia, the Philippines, and Thailand. 645/019Projects. 720/007 Moroccan Cereal Farm Budget Exercise. 045/022

La Methode d'Analyse par R6presentation Graphique: M'Pesoba Rural Road Project (Mali). 720/010A B C - M6thode du Chemin Critique Simplifiee.615/036 Muda River (Malaysia) Project Management and

M6thodes de Comptabilite Analytique et d'Elaboration PERT/CPM. 615/001du Budget. 625/007 A Multisector Approach to Cash Flow and Discounted

Methodes de Prevision. 565/007 Cash Flow Analysis. 550/009

M6thodologie de l'Analyse de l'Investissement dansI'Exploitation Agricole. 030/031

Methodologie pour la Recherche d'une Organisation National Economic Policy-Making: The Key Elements.Adaptee au Fonctionnement des Services 400/042U rbains d'Assainissement General-Applicationau Cas de Cotonou. 785/017 The National Power Authority of Bosalia: Financial

Methodology of Farm Investment Analysis. 030/031 Projections Analysis. 190/005National Power Company System DevelopmentMethods and Techniques for Adult Learning Program 1972-1976. 190/007

Programs. 670/001Metodlogf de niklsis d lasInvesions enNational Power Company System DevelopmentMetodologla de Anglisis de las Inversiones en Program 1972-76, Financial Analysis and

Explotaciones Agricolas. 030/031 Financial Forecasts. 190/001

Metodos de Predicci6n. 565/007

218 Tftle Index

National Power Company System Development Opportunity Costs in Economic Analysis. 560/035Program 1972-1976, Financial Analysis and . . .Forecasts Actual Results 1972-1975. 190/002 Optional Use of Fertilizer Exercise. 045/031

L'Organisation de l'Entretien des Routes au Delmora.Nature of a Project Strategy. 535/014 035/021Neptuno Water Case Study Demand Analysis and LOrganisation des Services de Production Agricole

Forecasting. 565/001 dans les Projets de D6veloppement Rural.A New Approach to the Economic Analysis of 030/035

Projects. 560/044 Organisation d'un Projet de Developpement Rural.

A New Look at WBS (Work Breakdown Structure). 035/018610/010 Organizaci6n de los Servicios de Producci6n Agricola

North China Plain Agriculture Project. 040/023 en Proyectos de Desarrollo Rural. 030/035

Note sur l'Analyse du Secteur Rural. 030/048 Organization of Agricultural Production Services in

Notes on Project Appraisal from the Standpoint of the Rural Development Projects. 030/035Economy. 555/023 Origines y Evoluci6n del Banco Mundial. 365/001

Notes on the Political Economy of Adjustment. Origins and Evolution of the World Bank. 365/001400/049 OSE Water Supply and Sewerage Case Study:

Nuclear Power-An Introduction. 235/002 Uruguay. 825/002

Nuclear Power-Generation Costs. 235/006 Outils d'Analyse Financiere. 030/074

Nuclear Power-Nuclear Siting, Containment, Safety. Outline for Livestock Projects. 030/017235/003 Overall Plan Implementation: A Diagnostic Case

Nuclear Power-Safety and Risk. 235/005 Study-Jordan. 425/001

Nuclear Power-The Boiling Water Reactor (BWR). An Overview of Agricultural Credit Systems in235/008 Selected Asian Countries. 030/094

Nuclear Power-The Breeder Reactor-Superphenix.235/009 [

Nuclear Power-The Pressurized Water Reactor(PWR). 235/007 Pakistan Shadow Exchange Rate and Standard

Conversion Factor. 560/031Nueva Oportunidad para el Financiamiento de la

Preservaci6n de la Diversidad Biol6gica. Papeles y Cartones: An Introductory Case. 555/015030/118 Para la Mejor Ejecuci6n de Proyectos. 605/009

Participation et Developpement. 280/011

6-4 Participation in Rural Water Supply: Experiences froma Danish Funded Project in Tanzania. 076/008

The Objectives, Context, and Strategies ofDevelopment Projects. 535/013 Participation of Women in Rural Roads Maintenance in

Omega Load Forecasting Case Study. 210/005 Sub-Saharan Africa. 870/013Omega Sector Study. 210/004 Participative Development in Burundi: A Case Study.

280/008On Financial Innovations and Credit Market Evolution. A Participative Process of Group Project Planning.

420/025 615/032

On Harnessing Technology to Development. 310/020 La Patente dans les Pays dAfrique de lOuest.

On the Use of Common Units of Account in Cost- 765/011Benefit Analysis. 555/069 Paula Power Enterprise Expansion Economic

Operating Cost Analysis. 550/011 Comparison of Project Costs. 560/017

Operations and Maintenance Cost Analysis. 200/007 Pautas para la Preparaci6n de Proyectos Agricolas.

Operations-General Empirical Data (for preliminary 030/055estimating purposes only). 200/006 Peaking Economics. 200/001

Title Index 219

People and Trees-The Role of Social Forestry in Politique des Prix et Utilisation Efficace de l'Energie.Sustainable Development-Seminar Series. 215/004030/073, EDI Series Les Politiques de Transport en Afrique Francophone

Performance Improvement Programming (P.I.P.)- au Sud du Sahara: Problemes et Choix.-PolicyInstrument and Methodology. 030/099 Seminar Re port No. 1. 705/016, EDI Series

Perspectives on the Development of Manpower and Polypaper Industries, Ltd. Exercise. 560/014Institutional Capabilities in Energy Policy and Precios y Relaciones de Precios de ProductosManagement in Developing Countries. 220/008 Agricolas en Paises en Desarrollo. 055/005

PERT/CPM Scheduling and Progress Review Preliminary Checking of Operating Costs. 550/006Exercise. 615/004

Petroleum Exploration. 230/001 La Preparaci6n de Estudios de Casos Practicos aPartir de Fuentes Escritas. 675/005Petroleum Refining and Marketing. 230/003 Preparation of Irrigation Projects. 030/029

The Phasing of Inflow and Outflow in Farm Cash Flow Preparing a Project Evaluation PERT/CPM. 615/028

Projections. 030/014 Prevision Financiere de la Mangoky. 0450041Philippine Smallholder Tree-Farming. 040/027

Philippines Fishpond Project Case Study. 040/012 Previsions Financieres de Direction d'un Projet.Philippines Fishpond Project Case Study. 040/012 625/008

Pickles del Caribe. 560/006 Price Distortions in Market Economies and CriticalPig-Rearing Supplementary Enterprise Budget Comments. 400/020

Exercise. 045/007 Pricing and Financing Transport Services. 715/002

Plaines des Mongos (A). 035/019 The Pricing of Public Urban Services. 785/004

Plaines des Mongos (B). 040/037 Pricing Sites and Service Units (Jamaica). 770/002

Plan d'*Am6lioration des Performances (P.A.P.)- Principes Economiques de la Production Agricole.Note M6thodologique et Feuilles de Travail. 030/005030/09 9

Plan pour la Pr6paration des Projets d'Elevage. Principios de Economia de Ia Producci6n Agrrcola.030/017 030/005

Principle and Practice in Energy Pricing with a SpecialPlanning and Management of Maintenance. 705/007 Emhsso lcrct rcn. 20500Emphasis on Electricity Pricing. 205/003Planning for the Transport Modes. 705/011 Principle and Practice in Energy Pricing with SpecialPlantation Sector in Malaysia. 040/062 Reference to the Non-Power Sectors. 205/004

PNP VIl Rubber Estate Anemia Case Study. 480/001 Principles and Practices of Management-Sessicns I

Policies for Developing Financial Markets. 340/041 & II. 285/013

The Policy Framework for Industrialization. 420/019 Principles of Agricultural Production Economics.030/005

Policy Restructuring in the Manufacturing Sector of Principles of Case Discussion-Workbook II. 675/011the African Economies. 340/007

Political Economists and Policy Reformers in Africa. Principles of Case Writing-Workbook I. 675/010400/053 Principles of Discounting-Illustrative Displays.

The Political Economy of Reform in Sub-Saharan 555/042Africa-Policy Seminar Report No. 8. 400/050, Privatization in Transport: Contracting out theEDI Series Provision of Passenger Railway Services in

Politicas de Transporte en America Latina-Policy Thailand. 705/023Seminar Report No. 10. 705/017, EDI Series Privatization in Transport: The Case of Port Kelang

Politicas y Estrategias para el Desarrollo (Malaysia) Container Terminal. 705/022Agropecuario. 030/129 Prix Agricoles au Producteur, et Rapports de CoOt

La Politique Agricole et ses Rapports avec la Politique dans les Pays en Voie de Developpement.Alimentaire en Afrique Subsaharienne-Policy 055/005Seminar Report No. 3. 070/00 1, EDI Series

220 Title Index

Problemas y Opciones en la Definici6n de Poifticas Programme d'Enseignement de FinanceAgrfcolas para Africa. 071 /001 El6mentaire-Quatribme Partie: Fonds de

Le Probleme de la Gestion du D6veloppement en Roulement. 550/040Afrique au Sud du Sahara-Policy Seminar Programme d'Enseignement de FinanceReport No. 19. 075/006, EDI Series Elementaire-Seconde Partie: Projections

Problemes de Mise en Oeuvre des Projets de Financieres. 550/033Developpement Rural. 605/018 Programme d'Enseignement de Finance Elementaire

Problemes et Strat6gies d'Approvisionnement en (Services Publics)-Premiere Partie:En6rgie du Secteur Moderne en Afrique. Comprendre les Etats Financiers. 555/070230/006 Programme d'Enseignement de Finance Elementaire

Problems in Implementing Development Projects. (Services Publics)-Seconde partie:605/018 Projections Financieres. 550/021

Problems of Implementation. 605/010 Programme d'Enseignement de FinanceElementaire-Troisieme Partie: Analyse des

The Problems of International Technical Etats Financiers-Analyse par les Ratios.Cooperation-How to Achieve Greater Cost- 550/032Effectiveness in Technical Assistance through Programme Horaire des Ateliers Organis6s sur leBetter Management. 375/058 Terrain dans le Cadre des S6minaires de

Procedures for the Withdrawal of Funds from Loans, Conception et d'Evaluation de Projets Ruraux.Credits and Grants. 605/016 030/043

Procurement Mini-Case Studies 1-10. 635/003 Programmes et Projets d'Education: Techniques

Procurement through International Competitive Analytiques, Cas Pratiques et Exercises.Bidding for Projects. 635/008 120/000

PRODEROM Project, Case Study and Training Guide. Project and Plan Implementation, Monitoring and035/033 Evaluation-A Workbook for Practitioners and

Trainers (Arabic/English). 645/018Programa de Ensenanza de Elementos de Finanzas-

Parte IV: Capital de Trabajo. 550/040 Project Cost Control. 625/009

Programa de Ensenanza de Elementos de Finanzas The Project Cycle. 540/002(Servicios Publicos)-Parte l: Interpretaci6n de The Project Cycle. 540/006los Estados Financieros. 555/070 The Project Cycle-An Introduction to the Stages of

Programa de Ensenanza de Elementos de Finanzas Project Planning and Implementation. 5401007(Servicios P.blicos)-Parte II: Proyecciones The Project Cycle-An Introduction to the Stages ofFinancieras. 550/021 Project Planning and Implementation in the

Programa de Ensehanza de Elementos de Finanzas Education Sector. 540/009(Servicios Publicos)-Parte III: Analisis de The Project Cycle and the Project Appraisal Process.Estados Financieros-Analisis Mediante 540/010Razones. 550/028

Los Programas de Ajuste Sectorial Agropecuario- The Project Cycle Exercise. 540/011Reflexiones sobre Algunas Experiencias en The Project Cycle in Education Projects. 125/005Am6rica del Sur. 030/114 Project Definition and Work Breakdown Structure

Programas y Proyectos de Educaci6n: Tecnicas Exercise. 610/005Analiticas, Estudios de Casos y Ejercicios. Project Evaluation Criteria and Technology Policy.120/000 5 60/050

La Programmation des lnvestisements Publics dans Project Generation and Design. 545/007les Pays Africains. 075/025

Programme de Formation de Cadres Agricoles pour Project Identification and Preparation. 545/006l'Afrique-AMTA. 071/007, 071/008, 071/010, Project Identification and Promotion. 545/002071/012, 071/015,071/016, and 071/017 Project Implementation in Country X. 605/001

Programme d'Enseignement de Finance Project Implementation: Network Analysis Exercise.El6mentaire-Premiere Partie: Comprendre les 615/025Etats Financiers. 550/041

Title Index 221

The Project Launch Workshop Concepts. 535/006 Provision of Covered Storage for, and Access to,

Project Launching. 030/028 Lighthouse Complex -Network AnalysisExercise. 615/015

Project Management Case Study-Sungam Hydro- Provision of Covered Storage for, and Access to,Electric Project 1I. 610/008 Lighthouse Complex-PDM Exercise. 620/003

Project Management Process-Project Definition and Provision of Temporary Bridging-Network AnalysisWork Breakdown Structure. 610/007 Exercise. 615/020

Project Management: The Case of Curriculum Proyecto Agropecuario en el Nordeste de Ia Rep6blicaDevelopment Inc. 125/004 de Moravia-Analisis Social. 560/055

Project Planning-Network Analysis Exercise. Proyecto Caqueta: Anilisis Financiero y Econ6mico.615/016 040/042

Project Reporting (MIS). 625/006 Proyecto de Cultivos y Exportaciones de Citricos enProject Reshaping. 545/004 el Uruguay. 565/013

Project Scale and Timing. 555/019 Proyecto de Desarrollo de Agroindustrias-Brasil.

Project Schedule Selection Exercise. 615/003 325/009

Project Scheduling and Control. 620/011 Proyecto de Elaboraci6n de Caf6 Soluble deLiofilizaci6n. 325/005

Project Scheduling and Resource Allocation. 620/009 Proyectos de Cultivos y Exportaciones de Citricos de

Project Supervision-Procedures. 605/002 Uruguay. 565/014

Projecting Aggregate Patterns of Resource Use. Proyectos de Cultivos y Exportaciones de Citricos del420/015 Uruguay. 565/015

Projecting Student Enrollments: An Exercise. Public Enterprise-Special Thematic Issue: Industrial125/008 Restructuring in Socialist Economies. 345/018

Projet Centre Ouest de Developpement Rural. Public Investment Programming for Improving the035/020 Allocation of Resources to Economic

Projet de Chemin de Fer d'Etat-Etablissement des Development: The Case of Madagascar.Etats Financiers. 725/004 035/031

Projet de Construction de Route-Exercice MCC/MP. Public Investment Programming in the African615/017 Countries: Experiences and Problems. 075/025

Projet de Cr6ation d'une Petite Acierie d'une Capacite Pump Replacement Decision Exercise. 555/022de 30.000 T/An. 560/052 Pumping System Networking Exercise. 615/006

Projet de Developpement du Danang-Fixation duBudget Definitif du Service Elevage pour 1977-1978. 035/023

Projet de D6veloppement du Danang-Pr6paration du The Quantification of Farm Debt Capacity. 030/002Budget du Se-rvice Elevage 1977-1978. 035/022 The Quantification of Loan Repayment Performance.

Projet de D6veloppement du Danang-Realisation du 030/012Budget Elevage en 1977-1 978. 035/024 Quelques Reflexions sur lAdministration des Projets.

Projet de Production de Chaux Hydraulique. 560/058 605/004

Projet de Route Rurale de M'Pesoba (Mali). 720/010 Les Questions sur la Politique de l'Energie dans lesProjet pour la Mise en Place d'un Perimbtre de 1200 Pays en Voie de Developpement-Lecons

Ha de Riziculture Irriguee en Gambie. 040/038 Tir6es de l'Experience de I'ASEAN. 251/014Pron6stico de la Carga-Analisis de los Datos Quickrich Products. 550/008

Hist6ricos. 210/003

Pron6stico de la Demanda. 210/001 WLJProperty Taxation in Bogota: An Exercise in

Assessing Revenue Performance. 785/003

222 Title Index

Ranching in Kenya-Fattening of Steers or Cow-Calf Revisi6n de los Metodos de Ajuste Cronol6gico en elOperation. 030/009 Analisis de inversiones en Explotaciones

Rapid Rural Assessments for Sub-Saharan Africa: Agricolas. 030/027Two Case Studies. 030/101 R6vision des Methodes d'Ajustement Temporel dans

Ratios: Tools of Financial Analysis. 550/013 i'Analyse de l'lnvestissement dans l'ExploitationAgricole. 030/027

Readings for Training Trainers. 670/028 Risk and Sensitivity Analysis in the EconomicReadings in Community Participation. 076/001 Analysis of Projects. 575/011

Readings in Management-Course Note Collection. River Basin Planning. 030/033285/000 Roads in Rural Development-The 'Value-Added'

Re-appraisal of Himachal Pradesh Apple Processing Approach. 720/014and Marketing Project (India). 040/011 The Role of Community Participation in Development

Recent Developments and Innovations in Planning and Project Management-PolicyInternational Financial Markets. 340/035 Seminar Report No. 13. 076/002, EDI Series

Recursos Humanos para la Salud en Latinoamerica. The Role of Foreign Aid in Development. 340/004490/0 1 1 Rubber Marketing in Nigeria. 040/061

R6daction de Rapports. 670/019 Rules for the OBA Game. 560/011Reduction of Unit Costs in Education. 135/014 Rural Development Road-Case Study. 720/005

Reform of Foreign Aid Policies: The Issue of Inter- Rural Electrification-General Aspects-Edited fromCountry' Allocation in Africa. 405/053 Turvey & Anderson, Chapter 7, Rural

Reform of the Financial Sector. 340/012 Electrification in Developing Countries inRegimes Fonciers Traditionnels, Modes d'Exploitation Electricity Economics. 2001002

des Terres et Conception des Projets Agricoles. Rural Finance: An Introduction to Agricultural Credit030/047 Policies and Issues. 030/060

Regional Development and Multilevel Planning. Rural Financial Intermediary Comparison Exercise.415/002 045/028

Regles de Supervision des Projets. 605/002 Rural Financial Market Discussion Questions.Regression Analysis-Correlation. 565/008 045/021

Regulatory Agencies-Tariff Commissions. 215/002 Rural Reform, Non-Farm Development, and RuralModernization in China-Seminar Paper No. 38.

Relation between Financial Statements. 550/049 0301113, EDI Series

Relations entre les Etats Financiers. Rural Water and Sanitation. 835/002

R6modelage des Projets. 545/004 Ruritania Coconut Oil Project-Determination ofReport Writing. 670/019 Operating Cost Estimates from Alsabeita Data.

550/039Republic of Alpha 1-2-3 Hydroelectric Development,

Part A: Single-stage Carolina Project (1800 Rwanda Agricultural Sector Management Case Study.MW), Part B: Multi-stage Hydroelectric 035/030Development. 195/010

Requirements for Participation in the InternationalMonetary Fund and the World Bank. 355/008

Resource Mobilization in Developing Countries: Sahara Textile Mills Economic Analysis Exercise.Financial Institutions and Policies. 340/002 560/023

Review of Time Adjustment Methods in Farm Sahara Textile Mills Financial Analysis Exercise.Investment Analysis. 030/027 550/027

Review Questions on Development Banking. 095/004 SAPH-G6rance pour le Compte de l'Etat-Cas-Analyse Financiere entre 75-76 et 79-80.

Revision de la Politique des Prix du Petrole Asiatique. 040/035235/012

Title Index 223

SAPH-G6rance pour le Compte de l'Etat-Cas- Some Thoughts on Project Management. 605/004Previsions Financieres 1980-81. 040/034 Sources d'lnformation sur les Produits. 560/041

SAPH-Plantations Villageoises-Budgets des Sources of Information on World Prices. 560/041Planteurs et Sensibilite. 040/033

A South Asian Regional Study on Current ThoughtsThe Search for School Effects In DevelopinganPrcieinMitigadEvlto.Countries: 1966-1986. 120/018 ~~and Practices In Monitornga and Evaluation.Countries: 1966-1986. 120/018 645/015

Securities Market Development in Korea. 340/040 Sprinkler Irrigation (Egypt). 0451010

Selecci6n Econ6mica de Variantes de Proyectos. State Railway Project-Construction and Projections560/024 of Financial Statements. Parts I and II. 725/004

Selected Readings in Urban Financial Resource Steam Electric Generation. 200/003Mobilization. 785/010

Selection of Simple Alternatives, Work Exercise. Sterility of Equilibrium Economics: An Aspect of555/006 Sociology of Science. 400/017

Seminaire sur la Passation des Marches. 635/008 Structural Adjustment in Lowinca-Development*e sur a Pasatin ds Machs635008Policy Case Study, Teaching Case No. 1.

Seminar on Agricultural Marketing Policy. 065/001 400/036, EDI Series

Senegal Highway Maintenance Improvement Program Structural Adjustment in Sub-Saharan Africa-PolicyCase Study. 720/006 Seminar Report No. 18. 405/048, EDI Series

Sensitivity Analysis. 575/013 Structural Adjustment, Stabilization, and the Poor.

Sensitivity Analysis. 575/014 400/056Sensitivity Analysis and Switching Value Exercise. Les Subventions Globales de l'Etat aux Collectivit6s

s75/021 Locales: Criteres de Repartition dans QuelquesPays Africains. 765/010

Sensitivity Analysis of the Rate of Return on a Successful Development in Africa, Case Studies ofManufacturing Investment. 575/012 Projects, Programs, and Policies-Development

Sha Tin New Town Exercise. 760/002 Policy Case Study, Analytical Case No. 1.

Siete Estrategias para Elevar la Calidad y Eficiencia 405/032, EDI Seriesdel Sistema de Educaci6n. 120/020 Successful Macroeconomic Adjustment in Three

A Simple Numerical Example to Illustrate the Concept Developing Countries: Botswana, Malawi, andof "Staging' of Construction. 620/006 Papua New Guinea. 420/084

Simple Programming Examples. 555/029 Sudan, Rahad Rehabilitation Project Case Study.040/030

Simulations in Management Training. 125/015 Suivi/Evaluation: Cas PRODEROM. 035/033

Sisal Bag Plant in Xxland. 555/071Summary Exercise on Case Writing and Case

Sites and Services Approach for Housing Low-Income Teaching. 675/009Families. 770/003

Summary of Learning Theories in Adult Education.Smallholder Fertilizer in Malawi. 040/055 670/002

Social Aspects of Project Preparation and Appraisal. Summary Present Worth Tables. 555/040030/057

Sungam Hydroelectric Project Management CaseSociete Regionale de Developpement de l'IMBO. Study. 220/001

045/042Sun-'n-Sand Hotel Project Exercise-Financial

Some Aspects of Development Strategy and Policies. Projections. 550/002400/018

Sustaining Growth in India. 340/003Some Aspects of Financial Policies and Central

Banking in Developing Countries. 420/026 Symposium on Privatization in Africa. 345/017

Some Aspects of Rural Development. 030/020 Un Systeme de Gestion pour la Planification et la Miseen Oeuvre des Projets en EDARA: Etude de

Some Observations on Capital and Operating Cost Cas. 605/019Analysis. 550/026

224 Title Index

Technological Development: The Historicalco Experience-Seminar Paper No. 39. 335/034,

Tamil Nadu Agricultural Credit Project (India) Case EDI SeriesStudy. 040/019 Technology Acquisition, An Indian Case Study.

Tamil Nadu Agricultural Credit Project (India) Credit 335/026Terms Computation Case. 040/020 Technology Transfer Case Study-Hybrid Turkeys,

Tanuganya Timbers Case Study. 555/010 Inc. 335/031

Tariffs-General. 215/003 Tecnicas de Calculo de Valores a Interes Compuestoy de Valores Actualizados. 815/002

Tatiana Machine Tools Company Exercise. 555/035 T o Valo Los conteidos y1 oo0 esTecnologia Medica: Los Contenidos y Modos de su

Teaching by the Case Method. 675/004 Evaluaci6n en el Marco del Desarrollo

Teaching Program in Basic Finance-Part I: Latinoamericano. La Argentina como Estudio deUnderstanding Financial Statements. 550/041 Caso. 490/012

Teaching Program in Basic Finance-Part II: Telecommunications in Nyeland. 705/008Financial Projections. 550/033 Tendances et Structures du Financement de

Teaching Program in Basic Finance-Part IlIl: I'Education dans certains Pays de I'OCDE.Analysis of Financial Statements-Ratio 135/039Analysis. 550/032 Teodora Hydroelectric Project. 195/005

Teaching Program in Basic Finance-Part IV: Working Tercer Proyecto de Credito Agricola en Honduras.Capital. 550/040 040/025

Teaching Program in Basic Finance-Part V. Financial Testing, Assessment, Appraisal, and Measurement ofAnalysis, Measures of Project Worth Human Behavior. 670/009(Discounted Cash Flow). 555/055 Textbooks in the Developing World, Economic and

Teaching Program in Basic Finance (Public Utility) Educational Choices-Seminar Series. 135/031,Part I: Understanding Financial Statements. EDI Series

Thailand-Chao Phya Irrigation Improvement StateTeaching Program in Basic Finance (Public Utility) Il-Economic and Social Analysis. 560/025

Part II: Financial Projections. 550/021 Theories of Development and Development Strategy.Teaching Program in Basic Finance (Public Utility) 400/019

Part III: Analysis of Financial Statements-Ratio Analysis. 550/028 Tianjin Polyester Mesh Project-From Identification to

Implementation. 540/015Team Building. 640/003

Time-Preference in a Group-Ridden Society. 400/014Teamwork Assessment Exercise. 640/004 Time Schedule of Field Workshops in Rural ProjectA Technical Approach to Privatization Issues: Planning and Appraisal Courses. 030/043

Coupling Project Analysis with Rules of Thumb. Time Value of Money Exercise. 555/032345/016

Technical Aspects of Appraisal. 555/013 Time Value of Money-Inflation and the Internal Rateof Return. 555/020

Technical Assistance Project in MacroeconomicPolicy Formulation with Training and Institutional Time Value of Money-Introductory Exercise.Development Components. 375/056 555/050

Technical Assistance to the National Center for Time Value of Money Reservoir Construction Staging.Industrial Studies (NCIS), Republic of Baladia. 555/036075/024 Tire Demand Projection Exercise. 565/003

Technical Assistance to the National Office for Les Tissages du Sahara-Analyse Economique.Agricultural Development (NOFAD). 375/055 560/023

Techniques de Calcul d'lnter&ts Composes et Les Tissages du Sahara-Analyse Financiere.d'Actualisation. 815/002 550/027

Title Index 225

Toma de Decisi6n de Reemplazo de Bomba The Turkish Economy: Assessment of a RecoveryHidrsulica. 555/022 under a Structural Adjustment Program. 400/075

Tools of Financial Analysis. 030/074 Twilight of the State-Owned Enterprise. 345/015

Total Social Costs of Transport. 705/001 Twinning of Institutions as a Technical AssistanceToward Better Project Implementation. 605/009 Delivery System. 375/057

Toward Sustainable Energy Policies-Energy and the Type, Source, and Timing of Project Finance. 085/002Environment. 251/001 Types of Planning in Economic Development. 540/008

Trade Reform and External Adjustment in European Typical Industries Case Study. 550/018Countries-Papers from an EDI Senior PolicySeminar, Vienna, June 1988. 400/067 s s s

Trade Reform and External Adjustment-TheExperience of Hungary, Poland, Portugal, Uganda's Energy Sector: A Summary of Major PolicyTurkey, and Yugoslavia-Policy Seminar Report Issues. 25 1/005No. 16. 400/063, EDI Series

Training in Project Implementation at EDI. 605/015 UprbadnageofnSlu s.a775/003Urban Management in Asia: Issues and

Training Manager's Workbook. 680/008 Opportunities. 790/008

Training Needs for Managers of Agriculture and Rural Urban Property Taxation in Developing Countries.Development Projects. 670/015 785/005

La Transferencia de Resuftados Experimentales a los Urban Taxation in West Africa. 785/013Agricultores: El Caso del Proyecto deInvestigaci6n Agricola de EspafUa. 035/012 Urban Transport Survey Case Study (San Jose,

Costa Rica) Part I-Using Information andTransforming a Single-Product Economy. 405/035 Analysis; Part Il-Converting Findings intoTransmission and Distribution, Edited from National Action Programs. 760/003

Power Survey, U.S. Federal Power Commission, The Use and Supply of Renewable Energy. 251/007Oct. 1964. 220/004

Use of Consultants-Project Management CaseTransmission of Electric Power. 220/005 Study. 570/005

Transport Policies in Francophone Sub-Saharan The Use of Price Ratios as Choice Indicators.Africa: Issues and Options-Policy Seminar 045/027Report No. 1. 705/016, EDI Series

JUse of Small Groups in Training. 670/003Transport Policy and Planning Objectives-The Case

of Silverland. 71 0/003 The Use of Special Assessments to FinanceDevelopment Projects. 420/006

Transport Policy Issues in Sub-Saharan Africa-Policy Seminar Report No. 9. 705/01D9, EDI Use of the Investment Premium and Distributionseries Weights in Project Analysis. 560/028

Transport Policy Regional Seminar. 705/026 User Charges for Health Care in Principle andPractice-Seminar Paper No. 37. 490/013, EDI

The Treatment of Profit and Interest and Depreciation Seriesin the Rate of Return on Investment. 555/039

Uses of Examinations in Developing Countries:Trends in Marketing of Livestock Products. 030/01 8 Selection, Research, and Education SectorTrucking Regulations in Nacor-Economic Costs and Management. 155/001

Inefficiencies. 720/019 Usine de Sacs de Sisal en Xieland. 555/071

Tunisia Second Urban Development Project: A Case Using Accounting Information (Glossary). 550/023Study in Project Implementation andSustainability. 605/025 El Uso do Ia Calculadora Programable en el Anilisis

Tunisia: Sidi Salem Multipurpose Project CPM/PDM Demogrifico. 470/001Exercise. 615/021 El Uso de Ia Calculadora Programable en Ia Medici6n

de la Eficiencia Escolar-Un Programa TI-59.Tunisian Family Planning Program-Evaluation 555/056

Exercise. 460/001

226 Title Index

The World Bank and Project Analysis-AnIntroduction. 535/018

La Valeur de l'Argent dans le Temps. 555/062 The World Banks Economic Development InstituteValor Temporal del Dinero: Escalonamiento de la and Structural Adjustment in Sub-Saharan

Construcci6n de un Embalse. 555/036 Africa. 400/065

Valor Temporal del Dinero y Actualizaci6n-Selecci6n World Bank Infortex-Buy versus Lease and Benefitde Alternativa Tecnol6gica Menos Costosa. Cost Analysis Exercise. 555/038555/073 World Bank Staff Housing in Nairobi and Abidjan.

Variability of Farm Income: Uruguay Livestock Case. 555/059040/008 World Bank Support for Public Administration

Ventajas y Limiaciones del Formato del Proyecto. Programs in the Central African Republic.540/003 075/002

Venusia Fertilizer Project Exercise. 560/010 World Bank Xerox-Buy vs. Lease Exercise. 555/060

Verification Preliminaire des CoOts de Fabrication.550/006 EfJ

Victoriana Crushed Rock Enterprise Techno- XYZ Problem. 615/023Economic Exercise. 570/001

Viorica Pulp and Paper Project General Case.555/014

Vocational Education and Use in Computers in Japan. Yemen Arab Republic Project Identification. 545/001150/001

Yemen Arab Republic-Southern Uplands RuralEn Development Project Case Study. 040/010

Wastewater Disposal Project. 620/005 mi

Wastewater Disposal Project-CPM Exercise. Zaire-Case Study on Cost Comparison of Rail and615/022 River Alternatives between llebo-Kinshasa.

Water Supply and Sewerage Project for New 560/001Providence Island, the Bahamas. 620/007 Zaire-Etude de Cas: Comparaison du CoOt des

Water Supply Case Study-Bogota, Colombia. Options Ferroviaire et Fluviale pour Relier llebo a830/002 Kinshasa. 560/001

Water System Organization Case Study. 630/002 Zee Water Supply Project Sensitivity and Risk

West African Smallholder Forestry Project Case Analysis. 575/018Study. 040/026

What Agro Industrialists Need to Know aboutFarmers. 0301001

What Is the Value of a Lake? 560/069

What's Needed to Make Rural Development Work?030/034

Wien Automatic System Planning Package-WASPIlIl. 195/011

Women in Development-An Annotated Bibliography.870/001

Wood Fuels. 240/002

Working Capital. 550/020

Working Capital in Manufacturing Industry. 310/004

227

Section 3.

Other Publications of Interest

228

Ordering Information

Books in the EDI Series in Economic Development are World Bank publications and as suchare available from distributors of World Bank publications listed on pages 235 and 236. Pleasesend your order to your local distributor. For customers in the U.S.A. and for customers whosecountries are not listed, please order from:

World Bank PublicationsBox 7247-8619

Philadelphia, PA. 19170-8619U.S.A.

EDI Series in Economic Deveopment 229

EDI Series in Economic Development

Under the EDI Series in Economic Development, the World Bank has published a variety of titles that form part oflibrary and individual collections worldwide. Generally these books are pedagogic texts or collections of readings thatdeal with a range of topics in some of the sectors covered by EDI's courses and seminars.

AGROINDUSTRIAL PROJECT ANALYSIS COMPOUNDING AND DISCOUNTING TABLES FORJames Austin PROJECT ANALYSIS

Agroindustrial projects have often been evaluated as J. Price Gittingerpartially agricultural and partially manufacturing. This Project planners and analysts will find this book abook, however, presents a framework for project convenient and time-saving reference for theanalysis that treats agroindustries as a single preparation and analysis of development projects. Sixcomponent in a larger system of related stages, from decimal tables for 1 percent through 50 percent showseed to consumer. The proposed methodology applies the compounding factor for 1 and for 1 per annum, thethis systems approach as well as the traditional tools of sinking fund factor, the discount factor, the presentfinancial and economic analysis. It also considers the worth of an annuity factor, and the capital recoverynutritional consequences of the ways agroindustrial factor. The new edition-with narrow-intervalprojects are designed. compounding tables added for higher interest rates,The principal activities of an agroindustrial enterprise- updated project examples, a guide to using simplemarketing, procurement, and processing-are electronic calculators to perform the computationsdiscussed in detail. Critical questions that an analyst discussed, and an annotated bibliography increases theneeds to ask in assessing project planning in these proven usefulness of its predecessor, both in theareas are summarized in checklists. Typical costs of classroom and at the project site.alternative food-processing technology are illustrated. The Johns Hopkins University Press, revised andA comprehensive bibliography is arranged by subject. expanded edition, 1984. 206 pages.

The Johns Hopkins University Press, 1981. 2nd ISBN 0-8018-2409-5, paperback.printing, 1983. 224 pages.ISBN 0-8018-2412-5, hardcover; French: Tables d'lnt6rits composEs etISBN 0-8018-2413-3, paperback. d'actuallsalion

ISBN 0-8018-2413-3, paperback. Spanish: Tablas de interds compuesto y deFrench: L'Analyse des projets agroindustriels descuento para evaluaci6n de proyectosSpanish: Analisis de proyectos agroindustriales

COST ANALYSIS IN EDUCATIONASPECTS OF DEVELOPMENT BANK MANAGEMENT A TOOL FOR POLICYAND PLANNING

William Diamond and V.S. Raghavan, editors Philip H. Coombs and Jacques Hallak

This book deals exclusively with the management of This book presents a practical approach to measuringdevelopment banks, their specific problems, and and estimating educational costs and then using thevarious ways of addressing them. The book comprises information to make the best possible use of scarceeight sections, each dealing with one aspect of resources. Although not a panacea for the financialmanagement: management's role and priorities; the crisis currently facing education systems throughoutestablishment of goals and strategies; economic and the world, creative cost analysis is a powerful tool forsocial evaluation of projects; promotion and innovation; educational policymakers, planners, and managers. Bydevelopment of small-scale enterprises; financial using cost analysis more extensively than in the past,management; organization and staff development; and they can make more efficient and effective use ofgovernment and development bank relations. Each limited resources. Education managers in developingsection opens with an introduction by the editors, countries often do not have good data on unit costs ofhighlighting the relation of the various issues the main types and levels of education for planningconfronting management and the role of management in purposes and for improving the efficiency of thedealing with them. education system. The authors make it clear that in the

absence of highly precise cost data it is permissible-The Johns Hopkins University Press, 1982; 2nd even preferable-to settle for reasonably accurateprinting, 1983. 311 pages. indicators that can be prepared quickly and at low cost.ISBN 0-8018-2571 -7, hardcover; They indicate the kind of information that is needed, howISBN 0-8018-5, paperback. to go about collecting it, and how to use the information

to improve management and efficiency.THE JOHNS HOPKINS UNIVERSny PRESS, 1987. 105 PAGES.ISBN 0-8018-3648-4.

230 ED0 Series in Economic evelopment

ECONOMIC ANALYSIS OF AGRICULTURAL PROJECTS FOOD POLICYJ. Price Gittinger INTEGRATNG SUPPLY, DISTRIBUTION, AND CONSUMPTIONSets out a careful and practical methodology for J. Price Gittinger, Joanne Leslie, and Carolineanalyzing agricultural development projects and for Hoisington, editorsusing these analyses to compare proposed In many developing countries the persistent problem ofinvestments. It covers what constitutes a 'project," hunger calls for policies that encompass not only thewhat must be considered to identify possible agricultural production of food but also its distribution and use byprojects, the life cycle of a project, the strengths and consumers. This book brings together the best ofpitfalls ot project analysis, and the calculations required current thinking on food policy by specialists into obtain financial and economic project accounts. The agriculture, nutrition, management, public health,methodology reflects the best of contemporary practice education, development, and other fields.in government agencies and international developmentinstitutions concerned with investing in agriculture and Topics discussed include world food policy; theis accessible to a broad readership of agricultural outcome and effects of programs to increaseplanners, engineers, and analysts. This revision adds a production; trade and food aid; domestic marketing,wealth of recent project data; expanded treatment of price, and subsidy policies; nutrition, growth, andfarm budgets and efficiency prices to be used to disease; and food and nutrition policy in the context ofcalculate the effects of an investment on national existing institutions and competing national priorities,income; a glossary of technical terms; expanded Experience with food policy in China and in Sub-Saharanappendixes on preparing an agricultural project report Africa is reviewed in detail.and using discounting tables; and an expanded, Throughout the study, the contribution of women to thecompletely annotated bibliography. household food budget and the effect on women ofThe Johns Hopkins University Press, second edition, technological change and agricultural programs receivecompletely revised and expanded, July 1982. 2nd particular attention.printing, March 1984. 528 pages. An introductory chapter on changing concepts of foodISBN 0-8018-2912-7, hardcover; policy and the overviews of the six parts of the bookISBN 0-8018-2913-5, paperback. place the individual contributions within the framework

of food policy.French: Analyse i6conomlque des projets agricolesSpanish: Anilisis econdmico de proyectos The Johns Hopkms Unversity Press, 1987. 584 pages.agricolas. ISBN 0-8018-3500-3, paperback.

ECONOMIC APPRAISAL OF TRANSPORT PROJECTS INDUSTRIAL ADJUSTMENT IN SUB-SAHARAN AFRICAA MANuAL WITH CASE STUDIES

Hans Adler Gerald M. Meier and William F. Steel, editorsThis classic textbook, now updated, provides a African governments must introduce drastic changes inathis classic textbook, now updated, provides a incentives to producers and in the structure ofpractical introduction to the economic appraisal of production to recover from the industrial decline of thetransport projects in developing countries. It defines past decade. Policies that promoted rapid industrialthe objective of economic appraisal and describes the growth through import substitution in the 1960s nomethodology of identifying, measuring, and comparing longer work. In the 1980s many industries that dependthe economic costs and benefits of transport on imports could not survive. This book examinesinvestments. Fifteen case studies illustrate the types economic strategies, experiences, and reforms inof problems that transport economists typically inomic stmes, Theriencs an porms inencounter in appraisal work. These studies cover road, industrial adjustment. The authors focus on policies thatbridge, railway, pipeline, port, and airport projects. international economic trends. The articles includeThe book is intended as a primer on the application of excerpts from a wide range of studies on industrialcost-benefit analysis to transport investments and development in Sub-Saharan Africa, many frompresents a wealth of detail on contemporary practice in previously unpublished World Bank reports. The authorsthe field. Key topics include transport sector planning; also examine institutional changes that promote anvaluation of benefits, including transport cost adequate supply response to policy reforms. Among thereductions, economic development, time savings, topics discussed are the business environment, small-accident reduction, and secondary benefits; traffic scale entrepreneurs, financial intermediation,forecasting; shadow pricing; discounting costs and technology, and management of the public sector. Thebenefits; sensitivity and risk analysis; the optimum book includes case studies on reform programs in C6tetiming of projects, and economic versus financial d'lvoire, Ghana, Mauritius, Nigeria, and Zambia. Alsoanalysis. Includes an extensive annotated bibliography. included are technical notes on key concepts and aThe Johns Hopkins University Press, revised and glossary of terms for noneconomists.expanded edition, 1987. 260 pages. Oxford University Press, 1989. 312 pages.ISBN 0-8018-3411-2, hardcover; ISBN 0-19-520784-X, hardcoverISBN 0-8018-3429-5, paperback.

EDI Series in Economic Development 231

METROPOLITAN MANAGEMENT government might pursue in cases of market failure, andTHE ASIN EXPERIENCE the principles of public pricing of goods and servicesK. C. Sivaramakrishnan and Leslie Green provided by government enterprises. It also provides

the would-be practitioner with an appreciation of thePoints out that the unrelenting trend toward urbanization underlying logical structure of cost-benefit projecthas been particularly dramatic in developing countries. appraisal. To give substance to the applied and policyThirty years ago only three cities in developing dimensions, many of the readings are drawn from thecountries had more than 5 million inhabitants; by 2000 experience of development practitioners and relate tothere will be thirty-two in Southeast Asia alone. such important sectors as agriculture, industry, power,Accompanying the urban population explosion is a urban services, foreign trade, and employment. Thegrowing demand for transport, water supply and principles outlined are therefore relevant to a host ofsanitation, shelter, communications, and other development problems.essential services. In poor countries the cities are hard The Johns Hopkins University Press, 1983. 272 pages.pressed to find the requisite funds, skills, and ISBN 0-8018-2803-1, hardcover;institutional capacity to meet this challenge. ISBN 0-8018-2804-X, paperback.This book surveys the experience of eight cities inSoutheast Asia: Bangkok, Bombay, Calcutta, Colombo, Spanish: Politicas de preclos pare la gestl6n delJakarta, Karachi, Madras, and Manila. Looks at political desarrollo.and social concerns, financial, institutional, and staffconstraints, and the role of international aid agencies in THE PRIVATE PROVISION OF PUBLIC SERVICES INconnection with minimal operational needs and effective DEVELOPING COUNTRIESmanagerial responses. Gabriel Roth

Oxford University Press, 1986. 304 pages. This book sheds light on the debate about theISBN 0-19-520508-1. appropriate boundary between the roles of the public

and the private sectors and between governmentTHE OPEN ECONOMY responsibility and private initiative. It refutes theTOOLS FOR POLICYMAKERS IN DEVELOPING COUNTRIES conventional wisdom that only the public sector canRudiger Dornbusch and F. Leslie C.H. Helmers, editors supply certain services in developing countries andHigh tariifs. quantitative restrictions, and controls on describes several examples of public services that areHrigh tanffs, quantitative restrictions, and controls on in fact being privately provided in more than fiftyforeign exchange-these and other restrictive dvlpn onremeasures characterize a closed economy and tend to developing countries.impede its growth. Opening up an economy allows The book is principally concerned with cases in whichdomestic production to become competitive with the private delivery systems have demonstratedrest of the world and increases efficiency. But how advantages over publicly provided alternatives. Itdoes one open up an economy? To answer this describes how the private sector can acceleratequestion, this book gathers the views of a team of economic development by engaging in activitiesdistinguished economists. They analyze policies generally considered to be the province of the publicrelated to an open economy and offer advice of value to sector. The often colorful examples of successfulgovernment officials and policymakers in the developing private services offer new options to decisionmakersworld. The policy measures discussed include: and will help hard-pressed political leaders devise newexpenditure-changing policies, such as fiscal and arrangements that could improve the quality ofmonetary policies, that directly affect the level of services, particularly for low-income people, and at theeconomic activity; expenditure-switching policies, such same time reduce budget deficits.as trade and exchange rate policies, that change the Oxford University Press, 1987. 294 pages.composition of production, spending, and foreign ISBN 0-19-520544-8.exchange flows; financial policies that concern capitalflows, debt management, and the net foreign assets of acountry. Five country studies review the policiesactually followed-and their consequences-in J. D. Von Pischke, Dale W Adams, and Gordon Donald,Argentina, Brazil, Indonesia, the Republic of Korea, and editorsMexico. Four appendixes deal with the data sources Selected readings highlight facets of rural financialand basic economic concepts. markets often neglected in discussions of agriculturalOxford University Press, 1988. 414 pages. credit in developing countries. Considers theISBN 0-19-520656-8, hardcover; performance of rural financial markets and ways toISBN 0-19-520709-2, paperback. improve the quality and range of financial services for

low-income farmers. Also reflects new thinking on thePRICING POLICY FOR DEVELOPMENT MANAGEMENT design, administration, evaluation, and policy

framework of rural finance and credit programs inGerald M. Meier, editor developing countries.Presupposing no formal training in economics, it The Johns Hopkins University Press, 1983. 430 pages.explains the essential elements of a price system, the ISBN 0-8018-3074-5.functions of prices, the various policies that a

Policy and Research Series 233

Policy and Research Series

Under the Policy and Research Series, the World Bank publishes a variety of informal documents presenting resultsof policy analysis and research to encourage discussion and comment. The papers originate in the Policy, Research, andExternal Affairs Vice-Presidency of the World Bank.

Titles in the Series include:

PSR 1 Adjustment Lending: An Evaluation of Ten Years of ExperienceCountry Economics Department

PSR 2 Tax Policy in Sub-Saharan Africa: A Framework for AnalysisZmarak Shalizi and Lyn Squire

PSR 3 The Effects of Industrial Countries' Policies on Developing CountriesJ. Michael Finger and Patrick Messerlin

PSR 4 The Reform of State-Owned Enterprises: Lessons from World Bank LendingMary Shirley

PSR 5 Trade Finance In Developing CountriesYung Whee Rhee

PSR 6 Seatrade, Logistics, and TransportHans JOrgen Peters

PSR 7 Competition Policies for Industrializing CountriesClaudio R. Frischtak with Bita Hadjimichael and Ulrich Zachau

PSR 8 Soil Conservation In Developing Countries: Project and Policy InterventionJock Anderson and Jesuthason Thampapillai

PSR9 Industrial Restructuring: Policy and PracticeIra W. Liebermann

PSR 10 Lessons In Trade Policy ReformVinod Thomas, Kazi Martin, and John Nash

PSR 11 Agricultural Diversification: Policies and Issues from East AsianExperienceAgriculture and Rural Development Department

Ordering Information

Titles in the Policy and Reseach Series are available from EDI (please use orderforms on pages 7-12) orfrom World Bank Distributors throughout the world, listed on pages 235 and 236.

I I

Distributors of World Bank Publications 235

Distributors of World Bank Publications

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236 Distributors of World Bank Publications

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237

Section 4.

Audiovisual Presentations and SoftwareApplications

I

239

Audiovisual Training Material

"Improving the Operation of Canal Irrigation Systems"In many parts of the world, irrigation systems are performing well below their potential. There is unani-

mous agreement among the irrigation community on the need to improve the operation of irrigation systems inorderto increase agricultural productivity and meet an ever-increasing demand for water.

Good planning and design have crucial implications for the success of an irrigation system. Therefore,great care should be taken in selecting an appropriate approach to system management and operation. A vari-etyof approaches exist, all of which offerdifferent advantages and disadvantages, and have different implicationsforthewaterusers. Selecting appropriate irrigationtechnologiesto match cropping pattems, physicalconditions,andsocioeconomicconditions involves manycomplex and often conflictingconsiderations. Manyquestions needto be addressed, such as:

* What are system objectives and purposes?* What are demand patterns?* What are the costs of operation and maintenance?* How much operational spillage occurs?* Does delivery match demand?

The most important requirements are those of reliabilityof waterdeliverytothe users, flexibilityof operationof the system, and efficient use of water.

While information on design is difficult to communicate through written reports and handbooks, this slide/tape programdemonstrates visuallythe accumulated experience of The World Bank in many different countriesand gives examples of a state-of-the-art technology for upgrading, rehabilitating, operating, and automating irri-gation canal systems.

The program distills and summarizes information on gravity irrigation and presents it as simply as possiblein an effort to reach a broad audience, from central planners and design engineers to agronomists and projectmanagers.

Reliability, Flexibility, Efficiency

This program calls forthe modernization and automation of irrigation systems. In both developed and de-veloping countries, manual adjustments of control structures can usefully be minimized. Frequent resetting ofmanually operated gates requires a large number of skilled and dedicated technical staff. It also requires goodcommunication networks and transportation facilities. In many countries these conditions are often lacking. Inothers, the cost of operating personnel represents a substantial proportion of total recurrent costs. These finan-cial and human resource constraints can be reduced by introducing some degree of automation in the controlsystems through simple but effective devices that do not depend on external sources of energy.

The audiovisual presentation covers the following topics:Part 1: The Need for Better Irrigation (80 slides)* gives an overview of the issues related to water distribution, and summarizes the methods of water

control that are described in later parts of the program. It also discusses important considerations in the planningand design of irrigation systems for effective operation and management.

Part Il: Old Conceptual Approaches (49 slides)* deals with small-scaletraditional irrigation schemes andconventional large-scale projects. It reviewsthe

principles of water distribution used in most traditional irrigation schemes.

Part Ill: The Hydraulic Problem of Canal Water Control (45 slides)* formulates the objectives of modern irrigation in engineering terms. First it examines the two basic as-

pects of canal watercontrol: waterflow control and waterlevel control. Itthen reviewsthe basic methods of waterlevel control in open channels under variable flow conditions.

Part IV: System Operation: Local and Remote Local Control (48 slides)* examines the operation of an entire irrigation system consisting of a complex network of main and ter-

tiary canals and discusses the advantages and disadvantages of upstream and downstream control methods andtheir possible use in combination.

Part V: Centralized Control (62 slides)* reviewsthe operator-oriented and user-oriented approachesto centralized controlof canalsystemsand

presents some examples.

240

Part VI: Control Equipment (97 slides)* examinesthe alternative solutionsfor localcontrol atvarious points in an irrigation systemforflowdivision,

water level control, combined flow and water level control, flow controls at offtakes, and a combination of all these.It then describes briefly types of equipment used in remote and centralized control.

Part VIl: Selectlon of Appropriate Method of Operation (73 slides)* reviews the factors that influence operational concepts and the selection of associated technologiesforcon-

struction of new projects and modemization of existing systems. ltconcludes with some general recommendationson the selection of technologies.

...some degree of automation can be achieved through the use ofsimple buteffective devices that do not dependon externalsourcesof energy...

English and French versions available from EDI.Please read instructions and fill out the order form below.

Order form

Please detach and send to: Economic Development Institute Circle language desired:World Bank

Facsimile No.: Studies and Training Design Division(202) 6760962 1818 H Street M. W. English French

Washington D.C., 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-Pl-010

The presentation includes 454 - 35 mm slides in plastic sleeves, an accompanying narration on cassette tapes(both audible tone and automatic advance), 5 copies of the manual containing the printed narration along withphoto prints of the visuals, and a brief instructor guide summarizing the content of the presentation.

Send me one set of "Improving the Operation of Canal Irrigation Systems"

at a cost of US $ 175.00SHIP TO:

Mr. / Mrs. I Ms. (Circle one):

Institution:

Address:

Telex/Cable: Telephone:

Facsimile No.:Materials will be sent to you upon receipt of a check or money order for the appropriate amount made out to:WORLD BANK- EDI (shipping is included in price).

Please allow 6 to 8 weeks for delivery.

A videotape of the Spanish version of the presentation is available from:Instituto Mexicano de Tecnologla del Agua (IMTA)Paseo Cuauhnahuac No. 8532C.P. 62550Jiutepec, Mor.Mexico

241

Economies

of Curricular

Choice

A Computer Simulation Model

Anita Nazareth

The Economies in Curricular Choice (ECC) Model is a demonstration model written in LOTUS 1-2-3Version 1 A format for the IBM/ PC compatible microcomputers. It enables planners and managers tostudy how much each subject in a curriculum costs in terms of facilities, teachers, equipment, andinstructional time. The effect of this model is to demonstrate that an educational curriculum is not fixedand that in fact, subjects can be considered substitutable. The key concept employed in this model is"relative cost." This gives the planner leverage for comparison among different categories of subjects,e.g., academic non-science, science, vocational and extra curricular subjects. The Model is on a 5 1/4"diskette and has an accompanying manual containing a description of the model, a User's Guide givingthe technical information necessary to run the model on an IBM/ PC compatible microcomputer, and aprintout of a sample run. The Model is intended for educational planners and managers, nationalcurriculum planners, school architects and administrators, and development agencies staff.

To order, please fill in information below and return with a check or money order made out to:World Bank-EDI Modelto: Economic Development Institute

World Bank Facsimile No.:Studies and Training Design Division (202J 676 09621818 H Street, N. W., Washington, D.C., 20433, U.S.A..Attention: Ms. Edith A. Pena, Room M-P1-010

Name:

Address:

Telephone: Telex/Cable:_

Facsimile No.:

Shipping costs included. Please allow 6 to 8 weeks for delivery

I I I

243

INVESTING IN CHILDRENThe Economics of Education

Each day nearly a billion students go to school. Two out of every three of them live in developingcountries. By the year 2000 four out of every five students worldwide will live in developing countries.What kind of education will be available for these children? That is the question addressed by thisvideotape, which depicts the conditions of dozens of classrooms around the world. It shows the rangeof educational quality that exists in developing countries, from the poorest schools in low-incomedeveloping countries to better equipped classrooms in medium- and high-income countries. Themessage of this presentation is straightforward: countries that invest in education, particularly inprimary education, earn a very high rate of return on that investment. The videotape presentseconomic research, aswell as interviewswith Nobel prizewinning economistTheodoreShultzandtheBangladesh ambassador to the United States, to put forth its argument that investing in children iscrucial for the economic development of all nations.

Videotape, 12 minutes; on 3/4", VHS, or Beta cassette

Available in English, French, Spanish, and Portuguese

Price: U.S. $35.00

Supplementary text, 15 copies included

(English only)

To order, please fill in information below and return with a check or money order made out to:World Bank-EDI Tape to: Economic Development Institute Facsimile No.:

World Bank (0)6606Studies and Training Design Division (202)67609621818 H Street, N. W., Washington, D.C., 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P1-O10

Standard (NTSC, Pal, Secam):

Format (U-Matic, VHS, Beta):

Number of copies (at $35.00 a copy):

Language: English F Spanish LIFrench El Portuguese C:

Name:

Address:

Telephone: Telex/Cable:_

Facsimile No.:Shipping costs included. Please allow 6 to 8 weeks for delivery

I I I

245

A program jointly prepared bythe Economic Development Institute of The World Bankand Institut Europeen d'Administration des Affaires

Cost-Benefit Analysis:The Time Value of Money

Program Materials (See reverse for further description)

Audiovisuals: 30-minute cassette tape/l 26 slides, divided into 5 lectures

Printed Materials: Participant's Manual, containing summaries of the audiovusual lectures, problemsand exercises, a glossary of important words and concepts, and follow-up readingmaterial

Solutions for the problems and exercises in the Participant's Manual

Organizer's Guide, giving information on how the program should be conducted,recommending a plan for the session, and helping the organizer to get ready forthe presentation

Script for the Audiovisual Presentations, containing the text of the narration andprintout of the slides

Language Versions: Arabic, English, French, Spanish

Price: One complete set containing slides, tape, 20 copies each of the Partici-pant's Manual and Solutions, and a copy each of the Organizer's Guideand the Script for the Audiovisual Presentations .................................. US $25.00

Order FormTo order, please fill in information below and return with a check or money order made out to:World Bank-EDI to: Economic Development Institute

World BankStudies and Training Design Division (202) 676 09621818 H Street, N.W., Washington, D.C., 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P 1-010

Language: English ] Arabic ] French S Spanish CZ(Please check one)

Name:Address:

Telephone: Telex/Cable:_

Facsimile No.:

Shipping costs included. Please allow 6 to 8 weeks for delivery

246

Approach/Effective Learning through Participation

In this self-contained program, students will participate in a sequence of audiovisual lectures, programmedinstruction, exercises and readings. The person who presents the program assumes the role not of theregular classroom instructor but of an organizer who leads and encourages the student to follow through thesteps in the program. To ensure that the learning objectives of the program will be achieved in the best way,we have developed the following outline of activities:

I. Audiovisual 1: Comparing Costs and Benefits(10 minutes)

II. Problem: The Value of Resources over Time(10 minutes)

Ill. Audiovisual 2: Taking Time into Consideration(10 minutes)

IV. Self-Teaching Manual: Techniques ofCompounding and Discounting (60 minutes)

(Coffee Break)

V. Audiovisual 3: Techniques of Compounding andDiscounting, with Exercises (10 minutes)

VI. Problems: Using Compounding, Discountingand Annuity Factors (20 minutes)

VII. Audiovisual 4: Comparing Present Worths(10 minutes)

Villi. Problem: Diesel vs. Gasoline-Discountingtwo Cost Streams (30 minutes)

IX. Audiovisual 5: Summary of the Program(5 minutes)

Recommended to be used with the Program:

Compounding and Discounting Tablesfor Project Evaluation

See descriptive and ordering information for this title in the Other Publications of Interest section, page...

247

The Bertaud Model-Affordability SubmodelA Manual on the Use of a Model for the Preparation of

Physical DevelopmentAIternatives for UrbanSettlement Projects

The Bertaud Model has been developed to assist in the preparation of physical developmentalternatives for urban settlement projects. Designing shelter programs that are both accept-able and affordable to the low-income target population is a major challenge. The BertaudModel was created to help make this task easier. Designed to be used with a microcomputer,it helps to examine quickly and easily a wide variety of project design options which it wouldnot be feasibleto considerwithoutsuch an analytictool. It makes it possible to analyze explic-itly, as a basis for design decisions, relationships between a project's physical features, sitelocation, projects costs, the scheduling of construction, pricing, financing, cash flow, rates ofreturn, household incomes, the affordability of the project to specific groups of potentialbeneficiaries and its affordability to the sponsoring agency. The Model includes the following:

Manual intended to acquaint the reader in generalterms with the purpose, structure, and applicationof the Model

Detailed, step by step user's guide for the use of theModel with the IBM/PC, the Apple II, and/or theSharp 1250-A

* Software for IBM/PC or Apple II

( Price: $50. 00 )To order, please fill in information below and return with a check or money order made out to:World Bank-EDI Modelto: Economic Development Institute

World Bank Facsimile No.:Studies and Training Design Division (202) 676 09621818 H Street, N.W., Washington, D.C., 20433, US.A.Attention: Ms. Edith A. Pene, Room M-P1-010

Check one:

IBMIPC F2 Apple II El Sharp 1250-A ElName:

Address:

Telephone: Telex/Cable:

Facsimile No.:

Shipping costs included. Please allow 6 to 8 weeks for delivery

I I

Multimedia Modules for Training in Development 249

EDI Multimedia Modules for Training in DevelopmentWater Supply and Sanitation Series

The series was designed to present information in a standardized format to use in two week seminars. ft wasoriginally developed in conjunction with the International Drinking Water Supply and Sanitation Decade (1981-1990). Inthis decade the international community is making a concerted effort worldwide to extend and improve systems to supplyclean drinking water and dispose of human wastes. To make the most efficient use of the limited funds available for thispurpose it is necessary to have projects that are well conceived and well prepared and that set high standards ofoperation and maintenance. Such an effort calls for a considerable amount of training in project analysis.

It was to meet this need and assist national and regional training institutions that the EDI produced themultimedia training modules. The structured training packages were prepared in collaboration with World Bank staff andreflect the best of current experience with project analysis. They are directed toward middle and higher level staff in bothpublic and private enterprises and describe the economic, financial, institutional, and technical aspects of planning,analyzing, and operating water supply and sanitation projects. Each module may also be used separately, however, andseveral are sufficiently general to be of interest to planners and practitioners in other sectors.

The descriptions that follow indicate the content of each module, and the number of slides. The modules can beused for specific training purposes or merely to increase general awareness of a wide variety of development tools,techniques, and issues. But they are not self-instructional units; they would be presented by a qualified instructor who iswell informed about the topics being covered.

Each module consists of an audiovisual presentation of 35 mm color slides with a matching lecture on a cassettetape, participant manuals, and an instructor guide. The participant manuals include discussion questions, exercises andcases, and a printed copy of the narration and slides from the audiovisual presentation. The instructor guides includenotes to assist the instructor in presenting the program and in leading discussions.

The diagram shows how each module fits into the sequence of the entire series and relates to other modules.

1. Elements of Macroeconomics

2. Sector Planning

3. The Project Cycle

i=== I IEconomic Feasibility Financial Feasibility Institutional Feasibility Technical Options

I I I I4. Economic Cost- 7. Elements of 9. Procurement of 15. Low-Cost Sanitation

Benefit Analysis Finance Works I

I I | 16. Productive Use of5. Demand Forecasting 8. Tariff Analysis 10. Procurement of Human Waste

Goods I

6. Least-Cost Analysis 11.TheU 17. Rural Water SupplyUs of adSnttoConsultants I

1 18. Ground Water12. Planning for Development

Maintenance II 19. Ground Water

13. Institutional Analysis Location

I l14. Reducing 20. Well-Pump Selection

UnaccountedWater

250 Multimedia Modules for Training in Development

1. Elements of Macroeconomics (160 slides) 5. Demand Forecasting (160 slides)A lack of sufficient and dependable investment funds can It is not uncommon in developing countries to findoften interrupt the development of the water supply and oversized and underutilized facilities for water supply,sanitation sector. This may be party attributed to the fact while large segments of the population lack adequatethat water sector staff find it difficult to communicate with service. This imbalance highlights the importance ofmacro-economic planners who decide the sectoral careful demand forecasting in order to decide a project'sallocation of a country's public investments. Elements of technical, economic, and financial parameters. TheMacroeconomics provides explanations of several key module discusses the characteristics of demandconcepts of macro-economics and discusses the links (domestic, commercial and industrial demand; measuringbetween the macro-economic, sectoral, and project demand; how demand varies among differentphases of economic development. The module familiarizes socioeconomic groups) and the determinants of demandparticipants with such concepts as gross national (the effects of price, metering, and consumer income onproduct, current and constant prices, income distribution, the level of demand). In addition, three practical methodseconomic growth, the factors of production, and criteria of forecasting are reviewed including their advantages andfor investment allocation and project selection. disadvantages: the requirements method, the exponential

method, and the explanatory method. All three methods2. Sector Planning (140 slides) make use of data which which are routinely generated byThe development of the water supply and sanitation sector well managed utilities.is often characterized by wide swings in activity. When thesector has been favored with increased funding, various 6. Least-Cost Analysis (160 slides)institutional and manpower constraints have led to The difficulty in quantifying the economic benefits frominefficiency and underutilization of the available funds. water supply projects often makes a complete cost-This is because the sector has rarely applied proper benefit analysis impractical. In such cases, least-costplanning procedures. The Sector Planning module outlines analysis may a more appropriate method for choosinga framework for pinpointing constraints, applying between mutually exclusive alternative projects wherecorrective measures, and setting investment priorities. benefits are assumed to be identical. Least-cost analysisThe module provides an orderly sequence of steps for is used to determine how a project's economic costs cananalyzing the financial, manpower, and institutional be minimized by the most efficient timing of constructionimplications of different levels of investment. and design on the various components. The least-cost

design takes advantage of economies of scale while3. The Project Cycle (80 slides) limiting the costs of idle capacity. The module discussesAmple financing alone will not ensure the efficient use of optimal timing of investments, investment scale factors,funds as projects are selected, constructed, and and calculation of optimal design periods.operated. Efficient use of resources requires careful 7 Elements of Finance (160 slides)planning and analysis. For this reason, The World Bankand other lending agencies require borrowers to take an Water supply enterprises have traditionally been managedorderly approach to project preparation and execution to by staff with a predominantly technical background. Withensure the efficient application and management of funds. the growing scarcity of funds for investment andThe approach presented in The Project Cycle is a useful operations it has become essential that water supplymanagement tool which is applicable to any project, managers acquire a good understanding of managerialwhether financed multilaterally, bilaterally, or from finance. Although the module on Elements of Finance willdomestic sources. The module first reviews the stages of not transform technical staff into financial managers, itthe project cycle: preidentification, identification, does provide a clear and concise discussion of somepreparation, appraisal, implementation, operations, and basic techniques and procedures of financialevaluation. It then discusses the rationale behind the management. The module explains the structure oftechnical, financial, economic, institutional, and social financial statements, financial analysis (including ratioanalysis of projects. and percentage analyses), financial projections, and

budgeting and cost control. It will enable the participants4. Economic Cost-Benefit Analysis (240 slides) to prepare simple balance sheets, income statements,The choice between technologies in the water supply and funds-flow statements, to interpret financial trends, tosector is often dictated by economic considerations. prepare and interpret simple financial projections, and toSince a number of systems all may be technically feasible use operating budgets as a means of monitoring andthe choice depends mainly on comparing the costs and controlling costs.benefits of these alternatives. The Economic Cost-BenefitAnalysis module describes the series of steps for B. Tariff Analysis (160 slides)identifying, quantifying, and valuing a project's costs and The increased emphasis on financial efficiency in publicbenefits. The module also explains several discounted utilities has favored tariffs that reflect costs. Tariffsmeasures of project worth including the net present value, should generate sufficient revenue to defray investmentinternal rate of return, net benefit investment ratio, and and operating costs while at the same time fostering socialbenefit-cost ratio. The presentation and the exercises equity among groups with different levels of income. Thelead the participant gradually through the process with a module discusses the rationale behind the three majorminimal amount of economic jargon. factors in selecting tariff structures: efficiency, equity,

and finance. It also reviews the administrative

Multimedia Modules for Training in Development 251

requirements underlying the metering, billing, and 13. Institutional Analysis (80 slides)collection systems. The module instructs in the design of Weak institutions often account for a number oftariff policies based on the costs of producing water, inefficiencies in the water supply and sanitation sector:consumer income levels, and the financial needs of the unmet demand, costly operations, and inadequateenterprise. administration. The module on Institutional Analysis

9. Procurement of Works (1 60 slides) discusses five critical functions of water supplyenterprises: operations, marketing, administrative

Difficulties and delays during project implementation often support, personnel, and management. It explains howresult from insufficient knowledge of procurement these functions interact, emphasizes the importance of apractices and procedures. Sound procurement practices good information system within the enterprise, andwill help ensure timely implementation and the efficient use discusses the use of funding as a control mechanism.of construction funds. The module on Procurement of Among the exercises is a case study on how to improveWorks discusses the stages of the procurement process, efficiency by reducing unaccounted water.including the detailed design, prequalification, preparationof bidding documents, bidding, evaluation and award of 14. Reducing Unaccounted Water (160 slides)contracts, execution, and the various types of contracts. The operating efficiency of water supply systems isIt outlines the difference between procurement by normally measured by the amount of water produced butcontract and by force account and the advantages and unaccounted for. These losses can occur throughout thedisadvantages of different procedures and types of system and indicate wasteful consumption patterns thatcontracts. cause a financial drain on the enterprise. Managers need

10. Procurement of Goods (1 60 slides) to understand the causes of unaccounted water as well asmethods of monitoring and correcting the problem. The

The highly international character of the procurement of module Reducing Unaccounted Water analyzes thegoods presents special problems in project management. negative effects of large amounts of unaccounted waterInsurance and transportation, bank guarantees, and and focuses on the various causes such as deficientstandardization of equipment are issues that differ from metering, lax control of water distribution, and leakage inprocurement of civil works. Especially important are the the system. Finally, methods of reducing unaccountedrequirements for the subsequent operation and water are described, such as macro metering, connectionmaintenance of internationally procured equipment. This censuses, and leak detection studies.module provides guidance in planning for procurement,preparing documents, establishing administrative 15. Low-Cost Sanitation (140 slides)procedures, and evaluating and selecting bids. Better environmental health requires the provision of three

11. The Use of Consultants (140 slides) components: safe water, sanitary disposal of excreta, andimproved health practices. Although the cost of

Thorough project preparation and implementation often conventional sewerage may be prohibitive, various low-require the specialized skills and expertise of consultants. cost alternative technologies are available. The module onThe costs of employing consultants may be substantial. Low Cost Sanitation provides an orientation to the mostFor this reason, careful procedures are required to define important concepts in selecting, planning, andclearly the consultant's task, and then select, and implementing low-cost sanitation projects. It analyzescontract with the most suitable and qualified firm. The three promising technologies, their costs, and themodule on The Use of Consultants, based on the institutional arrangements required for their success.experience of The World Bank, outlines those procedures Although the module has been designed primarily for staffwhich help ensure that the consulting services provided in the water supply and sanitation sector, it will also be ofare appropriate for the assignment, and that both client interest to those involved in community health andand consultant are treated in an equitable manner. The community planning.module provides guidance on such topics as preparationof terms of reference and the short list of firms, evaluation 16. Productive Use of Human Waste (160 slides)of proposals, contract negotiation, and types of contract. Communities produce a variety of waste products such as

12. Planning for Maintenance (80 slides) waste water, refuse, and excreta. Frequently, no provisionis made for proper disposal, and heavy environmental

Lack of proper maintenance is often cited as the single damage may ensue. Even where satisfactory disposalmost important reason for projects failing to produce their methods are practiced, they tend to be expensive and doexpected benefits. It can shorten the useful life of not take advantage of the opportunity to recover valuablefacilities and equipment and increase the cost of byproducts from the waste. The module on Productive Useoperations. The module on Planning for Maintenance of Human Waste focuses on disposal methods thatdiscusses four essential factors to consider when minimize environmental pollution, reduce the cost of wasteplanning for maintenance: programs, parts, personnel, collection and treatment, and recover valuable byproductsand records. It creates an awareness of the importance of from the wastes. Specifically, the four recovery methodsmaintenance and provides a general framework for are reviewed: aquaculture, biogas production,designing simple maintenance procedures. composting, and effluent irrigation. These can provide

communities with resources such as animal protein andfuel for cooking and lighting, and help improve cropproduction.

252 Multimedia Modules for Training in Development

17. Rural Water Supply and Sanitation(160slides)The provision of water supply and sanitation to rural EDI welcomes any comments, suggestions, orpopulations requires different techniques from those used experiences with regard to the substance or instructionalin the urban sector. The first part of the module analyzes effectiveness of its multimedia training modules. Pleasethose modifications generally required during the address your comments to:preparation, construction, and operation of rural watersupply and sanitation projects. The second part of the Mr. John Didiermodule discusses an example of a successful program Project Manager, Multimedia Training Materialscarried out on a national scale in the Philippines. This case Studies and Training Design Divisionstudy demonstrates the importance of three factors: firm Economic Development Institutegovernment commitment, well staffed institutions, and The World Bankcommunity participation. 1818 H Street, N.W.

18. Ground Water Development (160 slides) Washington, D.C. 20433

Lack of knowledge about ground water has discouraged * * *its use in water supply projects and favored costliersurface water schemes. The module on Ground waterDevelopment takes away the mystery behind theoccurrence of ground water and explains the manyadvantages of this flexible water source. Where it exists,ground water can be developed in stages moreeconomically than surface water. The module provides anintroduction to ground water hydrology, how to locate andtap underground sources, and how to manage groundwater in order to derive full benefits indefinitely.

19. Ground Water Location (80 slides)Ground water often seems mysterious because it is notimmediately visible. Many regions in the world arehampered by lack of water even though they possessextensive water resources underground. The moduleillustrates several methods of locating ground water andassessing the potential of water bearing strata. Rangingfrom the relative simple to the more complex, methodsinclude interpretation of field data from reports, maps, andobservations; aerial photography; and geophysicaltechniques.

20. Well-Pump Selection (80 slides)The efficient use of ground water assumes a reliablemeans for lifting water to the earth's surface. Often,however, pumps are poorly selected for the task at hand,and faulty operations and maintenance shorten theiruseful lives. The module on Well-Pump Selection providesmanagerial staff and decision makers with information onthe proper selection and management of well pumpingsystems. The first part of the program discusses someimportant technical aspects, including factors to beconsidered when selecting a pump, types of pumps, powersources, and storage facilities. The second part examinesthe management aspects necessary to ensure a safe andreliable ground water system over time. The third partanalyzes the economic aspects of selecting andmaintaining a water pumping system, including initialinvestment, and the recurrent operating and maintenancecosts.

Multimedia Modules Order Form 253

Order FormMultimedia Modules for Training in Development

Customers in the United States, detach form and return to:

Economic Development Institute Facsimile No.:World Bank (0)6606Studies and Training Design Division (202) 676 09621818 H Street, N.W.Washington, D.C. 20433, U.S.A.Attention: Ms. Edith A. Pena, Room M-P1 -010

Customers outsidethe United Stateswill receive materials more quicklyby returning ordersto authorizedWorldBank publications distributors whose name and addresses are listed on page 215. Contact your local distributorfirstfor details on prices, payment options, and shipping. Orders received in the United States from countries withauthorized distributors will be returned to the customer. If no distributor is listed for your country, send orders to theEconomic Development Institute at the above address. Orders from individuals must be accompanied by payment.

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254 Multimedia Modules Order Form

Please send me the items listed below: Facsimile No.:(Check appropriate box) (202)6760962

< The Complete EDI Water Supply and Sanitation Collection. Includes all 20Training Modules $3,000. Ordering the complete collection saves $1,150 over orderingeach module separately; or

Z Individual EDI Training Modules (check below):

Number of Sets1 Price (US$) Total Cost

1. Elements of Macroeconomics $ 240.

2. Sector Planning $ 190.

3. The Project Cycle $ 140.

4. Economic Cost-Benefit Analysis $ 240.

5. Demand Forecasting $ 240.

________ 6. Least-Cost Analysis $ 240.

7. Elements of Finance $ 240.

8. Tariff Analysis $ 240.

9. Procurement of Works $ 240.

10. Procurement of Goods $ 240.

11. The Use of Consultants $ 190.

12 Planning for Maintenance $ 140.

13. Institutional Analysis $ 140.

_______ 14. Reducing Unaccounted Water $ 240.

15. Low-Cost Sanitation $ 190. _

16. Productive Use of Human Waste $ 240.

17. Rural Water Supply and Sanitation $ 240.

18. Ground Water Development $ 240.

19. Ground Water Location $ 140.

20. Well-Pump Selection $ 140.

Total:

1. One complete set for each module includes the slide/tape presentation, 20 copies of the Participant Manual, andthe Instructor Guide.

Please send me information of the g French/ F Spanish versions of the EDI Water Supply and Sanitationcollection

E Also please send me the catalog for Information and Training Materials for Low-Cost Water Supply and Sanitationfrom the World Bank's Water and Urban Development Department

Prices vary by country and are subject to change without notice. Prices include air mail delivery. Please allow 6-8weeks for delivery. Thank you for your order.

THE WORLD BANKRESEARCH OBSERVER

The Research Observer surveys economic research in areas of interest to de-velopment policy. Papers are written so as to be accessible to the nonecon-omist. Policymakers, concerned laymen, and students are among the targetaudience.

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* Where women work.

* Commodity price booms-a mixed blessing?

* Easing the transition-feasible methods to remove importbarriers.

* European food price policies-who really pays?

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