Friday, March 23, 2001

President James Wolfensohn
The World Bank   
1818 H Street
Washington, DC, 20433 USA

RE: Commentary on Consultation on Disclosure Policy

Dear President Wolfensohn:

1.      The Bank is to be commended for recognizing that "the sharing of information is essential for effective and sustainable development (Foreword, The Disclosure of Information, 1993)."  The economic value of uniform and open disclosure has been evident for some time from the positive impact of the Bank's encouragement for openness in their international competitive bidding (ICB) standard.  I witnessed first hand the benefits when I assisted the Inter-American Development Bank and the IBRD institute these standards in Honduras.

2.      I will focus on seven suggestions for strengthening the Bank's development effectiveness. My knowledge of disclosure policy comes from my 13 years as a IBRD, IDB, and IFC consultant and 35 years front-line experience in development in 14 countries. This experience includes serving as a Bank consultant on safeguard issues, especially involuntary resettlement and indigenous peoples.

3.      Extensive development experience and research supports the Bank consultation's conclusion that "making draft EA reports readily accessible to affected people at the time of project design can mitigate adverse impacts on them and on the environment."  The flames of every major environmental conflict in the Bank's history have been fueled by lack of full and prompt disclosure, participation, and informed consent. In the fast-pace of project development, voids are quickly filed with information -whether the Bank wishes to disclose or not.

Enumeration method for disclosure policy merits rethinking

4.      Two distinct approaches to disclosure policy are emerging amidst strong global demands for accountability, correction of information-linked market distortions, and political concerns for conflict resolution. Bank Group Disclosure Policies enumerate a list of documents that will be disclosed, all other information is not. In contrast, sunshine policy framework indicates what types of information (as opposed to documents) will NOT be released. The sunshine policies set forth provisions and avenues for appealing non-disclosure decisions. These methods are normally independent of the management and staff- whom may become entangled in a conflict of interest - since information may disclose their own poor performance or mistakes. And the sunshine framework provides publicly visible penalties for non-compliance by staff. The sunshine framework is the predominate approach in the U.S. Freedom of Information Act and further elaborated in State legal frameworks.

5.      The enumeration approach being elaborated in the Bank policy disclosure consultation is drifting away from global, democratic trends of its member governments that are proving effective for development.  Moreover, this approach undercuts development effectiveness by limiting Board and management flexibility by embedding current project cycle documents and procedures in higher level policy. As procedures and documents evolve, the enumeration disclosure framework must undergo continuous, cumbersome policy reviews and revisions.  This wastes Board time and entangles the Board toward micromanagement.

6.      Externally, the rigidity of this approach may also lead to serious misunderstandings. If procedures are revised and critical information is moved through a new procedure and documents without the documents being folded into the disclosure policy, the change in direction may be misinterpreted as a bad-faith attempt to circumvent the disclosure policy. 

Unequal access to information

7.      The disclosure policy establishes that the most powerful parties control what is and is not revealed to the weaker parties - creating dual levels of information citizenship.  While it is reasonable that the Bank and its partner(s) should not disclose trade secrets and pricing information, it is undermines development effectiveness to restrict environmental and social impact of information.  Unequal access to information on project safeguard issues stifles competition, increases conflict, and may harm poor and vulnerable peoples, especially indigenous peoples. Without clear mechanisms to correct this imbalance, the disclosure policy undermines its own objective of increasing informed consent and participation of the powerless affected by such projects.
Presumption of the literacy and supplemental methods for disclosure

8.      Information inequality is exacerbated by the unfortunate assumption in the Bank disclosure policy, that stakeholders are not only literate, but sufficiently literate to understand Bank development language.The Bank consultation document tangentially recognizes, but does not solve the issue. It ventures a prolusion of a possible policy change from disclosure "to those who seek "information to a more strategic, outreach approach.  This is a valuable direction, but the suggested solution falls short of the mark. The assumption that the Bank Group can designate strategic outreach activities to a local NGO's and claim they are responsible for information flows to affected people is flawed and unacceptable to many NGOs.  To expect an NGO or other third party, which has not been legally empowered by project affected people, to translate safeguard information to a third party circumvents, rather than resolves, disclosure.

9.      The policy should be revised to provide safeguards to assure culturally appropriate disclosure.  While consulting for the Bank, I unsuccessfully suggested culturally appropriate non-written methods for information disclosure to supplement written disclosures.  I recall that the IFC reported that it had disclosed an environmental report to Pehuenche Indians leaders.  In reality, the staff let the leaders look at an English version. One of the leaders was illiterate and the others did not, of course, read, let alone speak English. The disclosed document contained information that might have proven useful in their negotiations with the IFC's client, a power company who was negotiating resettlement of part of this deeply impoverished tribe. Management and their client rejected suggestions that would have equalized information inequalities.  For example, the IFC consultant recommended broadcasts of reports over the local radio station - which most Pehuenche - literate or not - listened to each day. Tapes of these broadcast would be distributed (usually tape players can be found) and local leaders could ask questions of the IFC staff and consultant, on the radio, about items they did not understand. The rest of the Bank Group faces this problem and should seek out a policy solution.

10.      Telecommunication advances open up new possibilities for disclosure policy, to supplement the written document. Measured against the operational costs of moving Bank staff back and forth to a remote site, it is now cost effective to train, provide and maintain Internet links between project affected peoples and the Bank. My colleagues in Latin America and I have developed such report linkages and trained indigenous peoples in remote areas of Latin America for almost a decade.

Full disclosure and access of information to The Bank Executive Board members

11.     Under the present rules, critical Bank documents are withheld from the Board.  The disclosure policy should address the unequal access of member governments to information held by management and staff.  The Executive Board is an accountable party. It should have unobstructed access to all documents upon demand. Valuable Board and staff time is wasted on an internal cat and mouse game trying to gain access to information. Widespread public knowledge of this situation will undermine public support for the Bank, especially among people in democratic countries who demand accountability from their national governments.  If government representatives do that know what is going on within an organization that they oversee, this fosters perception that the Board is not in control.

Insufficient and ambiguous consultation on safeguard issues

12.     The most disappointing part of this public consultation comes from its highly ambiguous suggestions concerning the most sensitive of all Bank information - that related to the safeguard issues, especially resettlement and indigenous peoples.  The Bank proposal for a "uniform treatment for each separate document, even if short, submitted to the Infoshop before project appraisal" is confusing and nebulous.

13.     Which of the multiple practices now in effect will become the "uniform standard?" Will the current Category A treatments, which permit environmental assessments to be withheld from the public eye if under "exceptional circumstances" the borrower objects be extended? Is this consultation proposing to permit borrow objections to be a valid reason for non-disclosure in Category B projects and resettlement? Equally nebulous is whether or not the [non-legally binding] "good practices" threshold for resettlement policy might be extended as the uniform standard for Category B, and A and resettlement plans?

14.     The call for an exception "in special circumstances" is not workable and will exacerbate mistrust, controversy, and conflict.  Experience with previous Bank project shows that "special circumstances" will most likely occur in controversial projects - which are precisely the ones in which open access to information. For the sake of the Bank and moving projects forward, this "exception" clause should be removed in favor of a "uniform" and open standard. Placing "special exception" language in a policy opens the door for arbitrary extensive redaction (censorship) of sensitive documents by Bank staff to protect their careers and cover up mistakes (cf. the heavy redaction of Pangue Project independent evaluations by Hair and Downing).

15.     Full disclosure is especially important when property is being taken and livelihoods destroyed by involuntary resettlement.  In 1984, the Board review of resettlement discovered involuntary displacement carries high risks of impoverishment - apart from the loss of land. Denial of full disclosure of information held by the Bank and partners on Bank and partner produced resettlement information places the Bank and its partners at risk of violating international human rights standards.  A policy solution to avoid mixing disclosed with non-disclosed information would be to require that resettlement information be segregated from other project documents.

16.     The safeguard component of the disclosure consultation is so weak and technical flaw that a distinct, extended consultation on disclosure of safeguard information is need. More productive alternative to resetting the consultation clock would be to assure in the disclosure policy that all safeguard information, including underlying technical reports on all categories of projects be promptly disclosed to the affected parties and the public.  
Human rights violation risks

17.     In the area of resettlement and indigenous peoples, the Disclosure Policy should avoid permitting any exceptions to disclosure - since it may lead to unacceptable human rights violations and deep damage to the Bank.  In the Pangue project, failure to disclose lead to investigations and findings that the World Bank's sibling, the International Finance Corporation and its staff had violated the human rights of the Pehuenche Indians in Southern Chile (http://linux.soc.uu.se/mapuche/fakta/act031a.html). Had the Bank secret agreement been made about the future of a Balkan's ethnic group, instead of a small tribe in Chile, serious damage to the institution would have resulted and made headlines in the Financial Times.

Resolve management conflicts of interest

18.     Finally, the proposed disclosure policy framework continues to permit management and staff to withhold disclosure of information based on exceptions such as a "compelling reason", to "protect the integrity of the deliberative process", to protect "the personal privacy of the staff", "and the like." By permitting management to judge what is and is not an exception, the disclosure policy is constructed on an unresolved conflict of interest.  Self-policing has proven ineffective. Public confidence is undermined by the fact that the Bank staff who were directly involved in the decision making of some of the largest blunders in Bank history (Narmada, Pangue, etc.) were not disciplined and subsequently promoted to leadership positions. I recommend setting up an independent or external judge or appeal procedure to contain the inherent conflict of interest.  

Thank you for the opportunity to comment.


Theodore E. Downing

- Research Professor of Social Development, University of Arizona
- Chair, the International Standards Committee and Past-President, the Society for Applied Anthropology
- IBRD/IFC consultant for 13 years, including the Zimapan, Aguamilpas, and Pangue dams and as an international resettlement panelist on the Yacyreta dam.
- Member, Conseil internacional du droit de l'environnement
- Founder, the Policy Kiosk (www.policykiosk.com)

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