473
Toward Democracy: A Critique of a World Bank Loan to
the United Mexican States
Jayson W. Richardson
Abstract
In 2002 the World Bank issued a US$300 million loan to Mexico to finance an education reform
project. The loan is the second phase of a three-part Adaptable Program Loan (APL). A brief descrip-
tion of the 136-page World Bank reform project is initially detailed and contrasted with a historical
perspective. The Multiple Streams Model is used to determine why this education reform has come to
fruition. Finally, the Frank Model is used to assess viability of this phase of the APL. It is concluded
that this loan takes great national steps toward modernization, decentralization, and democratization.
The adaptability of the loan is quite evident and proactive. Success of this project is promising, but the
World Bank must not forget the cultural needs of the indigenous peoples.
On February 21, 2002, the World Bank issued a project appraisal document titled
“Mexico—Basic Education Development Phase II.” This document outlined a two-
year, US$300 million loan used to finance an education reform project. The loan
was approved in March 2002 as the second phase of a three-part Adaptable
Program Loan (APL). A brief description of the 136-page World Bank reform
project is initially detailed and contrasted with a historical perspective. The Multi-
ple Streams Model is used to determine why this education reform has come to
fruition. Finally, the Frank Model is used to assess viability of this phase of the APL.
Phase II (APL2) which began in August 31, 2001 had a closing date of June 30,
2004. The main goal of this three-part project is to support the government’s
National Education Program (PNE). Phase I ( June 15, 1998, to December 31,
2001) was successful in improving supervision and school-based management as
well as increasing planning and evaluation capacities at the federal and state levels.
APL2 “seeks to rationalize and integrate the various compensatory programs into
a more decentralized environment, both in terms of organization and financing”
(World Bank, 2002, p. 4). There were two main components of APL2: Improving
the quality of initial and basic education and strengthening institutional capacities
at federal and state levels. Phase III ( January 1, 2004, to June 30, 2006) will fine-
tune “basic education services provision mechanisms based on a more fully devel-
oped decentralization model” (World Bank, 2001, p. 2). In sum, APL2 sought to
strengthen existing efforts to decentralize the education system in Mexico.
Component one of APL2 consisted of five objectives. The first was to expand
improvements of infrastructure, including rehabilitating and replacing physical
facilities and providing school furniture. The second objective was to improve
didactic materials to increase participation in the initial education program. The
third objective was to provide for teacher training. The forth objective was to
strengthen school management at the preschool and primary levels. The final
objective was to improve school supervision.
The second component consisted of six objectives. The first objective was to con-
solidate the national education evaluation system. The second objective was to con-
Review of Policy Research, Volume 22, Number 4 (2005)
© 2005 by The Policy Studies Organization. All rights reserved.