## CAPACITY DEVELOPMENT INFORMATION DISSEMINATION POLICY

## Source details

**Canonical URL:** [CAPACITY DEVELOPMENT INFORMATION DISSEMINATION POLICY](https://www.imf.org/-/media/files/publications/pp/2022/english/ppea2022018-s001.pdf)

## Other formats

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### Scope and effective date
- Covers CD-related information produced after May 1, 2022 (new projects and new activities starting after May 1 associated with ongoing projects).
- On May 1, 2022, the Fund’s revised policy on the dissemination of capacity development (CD) information went into force.
- Policy objectives identified in the source:
  - Supports increased transparency and accountability
  - Secures the IMF’s role as a trusted advisor to its membership
  - Confirms your right to consent before country-specific information is shared

### TA Reports (Technical Assistance reports)
- TA Reports are a key final output of the Fund’s CD delivery and are produced for most Fund CD.
- What has stayed the same:
  - For publication: your explicit consent will continue to be required.
  - For sharing with your Executive Director: unless you request otherwise, TA Reports are shared with the Executive Director of your IMF constituency when they are transmitted to you.
- What has changed:
  - The number of days before your consent is assumed if the IMF does not receive objection after a TA report is transmitted to you is 30 business days (reduced from 60 days) when sharing with the IMF Executive Board, direct financing partners, and other parties with legitimate interest (e.g., other CD providers) upon your request.
- Modifications after transmission:
  - You will have the opportunity to review draft TA Reports and high-level summaries and provide feedback prior to their finalization.
  - TA Reports and high-level summaries may not be modified after the final report is transmitted to you.
  - Although you can no longer request corrections or deletions after the final TA Report or high-level summary have been transmitted, you can withhold your consent for their dissemination and publication.
- High-level summaries for strategic CD:
  - The IMF will produce a high-level summary in addition to the TA Report for strategic CD.
  - High-level summaries are intended for publication and will highlight the broad objectives, findings, and recommendations of the CD delivery.
  - You will be deemed to have consented to publication and sharing of high-level summaries, if you do not object within 30 business days after the IMF transmits the final summary.

### Sharing sensitive information with Fund staff
- What has stayed the same:
  - Information received by Fund staff during CD delivery will be treated confidentially but can be shared with other Fund staff, unless you explicitly request otherwise.
- What has changed:
  - If you request information not be shared with other Fund staff, IMF management can override this request if it deems the information critical for program or surveillance purposes.
  - By requesting CD from the Fund, you have provided irrevocable consent that any information learned by Fund staff during CD delivery that is deemed critical for surveillance or program purposes by Fund management may be shared on a strictly need-to-know basis with relevant staff in other IMF departments.
  - With your consent, the Fund can share final CD output and the Fund’s assessment of CD delivery with other parties with legitimate interest (e.g., other CD providers or IOs) upon request.
  - The Fund will assume you consent if you do not object within 30 business days after final transmittal.

### Sharing CD information with the World Bank and other organizations (IOs)
- The Concordat on Bank-Fund collaboration:
  - The Fund can share final CD output (e.g., TA reports) and the Fund’s assessment of CD delivery with World Bank staff (i.e., specifically staff of the IBRD and the IFC) upon request without obtaining your explicit consent, per the Concordat on Bank-Fund collaboration.
  - Members who request Fund CD are presumed to have consented to such disclosure unless they explicitly state otherwise.
- Treatment by recipients:
  - The World Bank and other IOs will treat information in the same way that the Fund treats the information, taking practical steps to safeguard its confidentiality.

### Fund’s assessment of CD delivery (evaluations and RBM)
- Purpose:
  - To support learning, project management, and accountability, the Fund routinely assesses CD delivery through evaluations, results-based management, as well as other products such as progress reports.
- Dissemination rules for assessment information:
  - Your explicit consent is required for publication.
  - For sharing with direct financing partners and the Executive Board, your consent is assumed when you request CD.
  - You may always withdraw consent at any time before assessment information is disseminated.
  - The Fund can share final CD output (e.g., TA reports) and the Fund’s assessment of CD delivery with World Bank staff (i.e., specifically staff of the IBRD and the IFC) upon request without obtaining your explicit consent, per the Concordat on Bank-Fund collaboration.
  - Members who request Fund CD are presumed to have consented to such disclosure unless they explicitly state otherwise.

### Dissemination of information by recipient category and information type (summary of availability rules)
- Categories considered: Executive Board & Direct Financing Partners; Other Parties with Legitimate Interest; Public.
- Fact and Subject Matter (the fact of the provision of CD and the subject matter of CD):
  - Available (Executive Board & Direct Financing Partners)
  - Available (Other Parties with Legitimate Interest)
  - Available (Public)
- Administrative information (information on the administration of CD):
  - Available (Executive Board & Direct Financing Partners)
  - Available (Other Parties with Legitimate Interest)
  - Available (Public)
- Assessment of CD provision (the Fund’s assessment of CD delivery progress):
  - Available (Executive Board & Direct Financing Partners)
  - Available (Other Parties with Legitimate Interest)
  - Available, with appropriate context when sharing (Public)
- Information forming the basis of final CD advice (information received or generated by Fund staff that forms the basis of Fund CD output; includes drafts of CD advice prepared by Fund staff before final CD output or advice is provided):
  - Made available with your presumed consent and appropriate context when sharing results-based management (RBM) data (Executive Board & Direct Financing Partners)
  - Made available if you do not object within 30-business days from the request and appropriate context when sharing RBM data (Other Parties with Legitimate Interest)
  - Made available with your explicit consent and appropriate context when sharing RBM data (Public)
- Final CD output (shareable output provided by IMF staff in the final form delivered to the CD recipient):
  - Made available with your explicit consent (Executive Board & Direct Financing Partners)
  - Made available with your explicit consent (Other Parties with Legitimate Interest)
  - Made available with your explicit consent (Public)
- High-level summaries of strategic final CD output:
  - Made available with your consent based on a 30-business day lapse-of-time (Executive Board & Direct Financing Partners)
  - Made available with your consent based on a 30-business day lapse-of-time (Other Parties with Legitimate Interest)
  - Made available with your consent based on a 30-business day lapse-of-time (Public)
- Other final CD output (e.g., full TA reports, CD recipient-specific final training materials, draft legislation provided by TA missions):
  - Made available with your consent based on a 30-business day lapse-of-time (Executive Board & Direct Financing Partners)
  - Made available with your consent based on a 30-business day lapse-of-time (Other Parties with Legitimate Interest)
  - Made available with your explicit consent (Public)

### Key timelines and consent principles
- Explicit consent continues to be required for publication of country-specific final CD output.
- Assumed consent timelines:
  - 30 business days is the new lapse-of-time after which consent is assumed for certain sharing/dissemination (reduced from 60 days in some cases).
  - The Fund will assume you consent if you do not object within 30 business days after final transmittal for sharing with specified parties or publication of high-level summaries.
- Withholding and withdrawal of consent:
  - You can withhold your consent for dissemination and publication of final TA Reports or high-level summaries after final transmittal.
  - You may withdraw consent at any time before assessment information is disseminated.

*Source: ppea2022018-s001*

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_Source: https://www.imf.org/-/media/files/publications/pp/2022/english/ppea2022018-s001.pdf_