Fonds consists of records related to activities undertaken by the Operations Evaluation Department in support of its function as the Bank's independent operations evaluator. The majority of the records in this fonds are working files for project evaluations (Project Performance Audit Reports [PPARs] or Performance Audit Reports [PARs]) produced by the OED; these files are generally accompanied by Project Completion Reports (PCRs) or Implementation Completion Reports (ICRs) that were produced by operations departments and submitted to the OED. Working files for other OED evaluation products include: Impact Evaluation Reports (IERs); Country Assistance Reviews (CARs); Country Assistance Notes (CANs); Country Assistance Evaluations (CAEs); and special evaluation studies. Records related to annual reviews of Department evaluations are also included as are records related to Department annual reports. Publication files for OED periodicals, OED Processes, and Lessons & Practices are also included.

The fonds also consists of records created and received by the Department's Directors-General (DGO), Directors (OEDDR), and division directors. These records generally relate to: policy and procedure development; reporting; Department, Bank, and external projects, committees, and commissions; communications and dissemination of reports; operations management; and Department administration.

This series contains correspondence and other documents regarding: the development of monitoring and evaluation systems in member countries; the evaluation of specific Bank-funded projects; and the formal Evaluation Capability Development Program (ECDP), which was established in OED in 1987 and was renamed the Evaluation Capacity Development Program in 1993. The main tasks of ECDP were to: strengthen networks of evaluators in developing countries; assess countries' interest in evaluation and their evaluation capacity-building requirements; organize evaluation seminars and workshops; provide short-term training within OED for client staff; and organize pilot programs in a small number of countries. The files generally contain: correspondence; reports from evaluation missions; Terms of Reference for special studies or missions regarding project evaluations; studies, reports, and articles regarding ex-post evaluations or evaluation capabilities; agenda and other planning documents for monitoring and evaluation seminars and workshops; and schedules and other records regarding visits of staff from client countries to OED for monitoring and evaluation training. Of special note is the extensive documentation filed under India: Narmada which OED compiled while working on an evaluation of the Narmada project. Most of the correspondence in the series is with the Director-General or with Robert van der Lugt and Pablo Guerrero, the two special advisors who coordinated ECDP within OED.

The sub-fonds consists of records related to the functions of the Directors-General, Operations Evaluation (DGO). Included are records evidencing the DGO's role in the administrative and operational activities of the OED as well as the development of OED policies and procedures. Activities related to OED reporting to the Bank's Executive Board as well as to the Joint Audit Committee (JAC) and, later, the Committee on Development Effectiveness (CODE) are evidenced through correspondence, meeting minutes, and reports. The OED's role in the oversight of the International Finance Corporation (IFC) is also documented here. Interaction with external bilateral, multilateral, international development and aid organizations is included in the form of correspondence, reports, memoranda, meeting minutes, and trip planning records; of note are records related to the DGO's interaction with the United Nations and the Organization for Economic Cooperation and Development (OECD).

Much of the files in this sub-fonds are related to specific Directors-General. Chronological files containing correspondence and accompanying memoranda and reports of DGOs Mervyn L. Weiner and Shiv S. Kapur are included. However, records created or received by DGO Robert Picciotto are the most abundant and diverse. Picciotto's chronological files are included, as are records related to committees, commissions, boards, and projects on which he served. Working files for OED studies, reports, and reviews created during Picciotto's time as DGO are also included.

The records in this series contain the reports, correspondence, and studies compiled by the Directors of OED (OEDDR). The Director is selected by the Director-General, Operations Evaluation (DGO), and is responsible for the overall management of the OED. Principal functions include:

• assisting the Director-General in making periodic assessments of the adequacy and effectiveness of the operations evaluation system in light of the institutional objectives of the World Bank;

• carrying out reviews of the Bank's completion reports and other self-evaluations, performance audits on selected completed projects, impact evaluations, and evaluation studies focusing on operational programs, policies, strategies, and processes;

• assisting member countries to develop their own operations evaluation capacities; and

• disseminating evaluation findings both within the Bank and to the wider development community.

The series contains the records of Christopher R. Willoughby, who was the first Director of OED. Primarily consisting of memoranda, these records document the early development of the operations evaluation function and of the Operations Evaluation Department in the 1970s. Also contained in this file are records of subsequent OED Directors from the 1980s and 1990s. These records relate to a variety of topics.

The series consists of records created and received by the Director of OED's Country Policy, Industry and Finance Division (OEDD2). Records relate to Initial Executive Project Summaries (IEPS), adjustment lending, and other aspects of OEDD2's work. A very small number of records were added to the files by the Sector and Thematic Evaluation (OEDST) and Country Evaluation and Regional Relations (OEDCR) Divisions.

The series includes records containing comments that OEDD2 staff made on Initial Executive Project Summaries (IEPS) and on other project-related records generated by the Regions, including Final Executive Project Summaries (FEPS), Initiating Memoranda (IM), and Project Concept Documents. The record on which the comments were made is not always in the file, but in some cases the file does contain minutes from the OEDD2 staff review meeting at which the record was discussed.

Also contained in this series are files relating to adjustment lending. These include: copies of papers presented on various aspects of adjustment lending; memos on issues to be covered in adjustment audits; copies of statements made before the Board on structural adjustment lending; and memos on performance indicators for adjustment lending. Also included are background files for the FY 93 OED study of adjustment lending in Sub-Saharan Africa and the FY 96 OED report on The Social Impact of Adjustment Lending.

Also part of the series is OED's response to an Upstream Activities initiative encouraged by Bank President Wolfensohn toexpand OED's real time involvement in initial executive project summaries (IEPS) and initiating memoranda (IMs) for adjustment lending.

The series also includes files documenting activities associated with annual reviews and major studies undertaken by OEDD2 primarily between the years 1992 and 1996. A file containing records used in the 1991 annual review of performance results of 49 transport projects evaluated by OED and a file containing planning documents and drafts of the 1995 study of industrial restructuring are contained in the series. Also part of the series is files created to document activities associated with country assistance and other reviews. Files related to studies on OED methodology and procedures, conferences and seminars in which OED participated, and OED replies to studies and reports prepared in other Bank units are also included.

The series also includes project performance files containing draft and printed copies of a series of sectoral and project performance indicators study reports. This series of reports was developed as part of follow-up to the November 1992 Wappenhans Report (Report of the Task Force on Portfolio Management). Audit files were created for copies of comments received in OEDD2 in 1995 from reviewers of evaluative memoranda for Implementation Completion Reports (ICRs) and Performance Audit Reports (PARs) prepared in the division. These copies were retained as part of an initiative to incorporate findings or issues raised in the comments into divisional ledgers.

Series consists of records created and received by the Director of OED's Agriculture and Human Development Division (OEDD1). Specifically, the series contains records gathered by OEDD1 Director Graham Donaldson, including reports, correspondence, intra-OED memoranda, agendas and minutes of meetings, and seminar outlines. The records generally relate to the extension of OED's influence and the dissemination and use of OED products throughout the Bank, in international organizations, and in other countries. Among the topics covered are: a review of OED reports and advice regarding their publication; policy regarding the dissemination of OED findings and information; the establishment of operations evaluation programs in other countries and in the Inter-American Development Bank; the Bank's coordination with countries and other organizations doing post evaluations of projects fully or partially funded by the Bank; Bank-provided training on program monitoring and evaluation; and the Evaluation Capability Development Program. Included are a number of requests from Bank staff and from non-Bank organizations for specific OED reports. Two large folders on the Joint Audit Committee (JAC) include: intra-OED memoranda regarding the Department's responses to specific JAC inquiries and requests; agenda and minutes of JAC meetings; the OED Director's requests for Donaldson's comments on JAC reports; OED's proposals for the JAC work program; and OED comments on the Report of the Working Group on Project Completion Reports and on the Report of the Task Force on Dissemination and Utilization of OED Findings.

This sub-series contains records documenting Departmental Management Team retreats for: July 1996; March, October, and November 1998; October 2000; and the retreats for the entire DGO/OED staff for October 1997, October 1998, January 1999, and January 2000. The content of the files for each retreat varies, but the more complete files include: intra-OED correspondence planning the retreat; copies of invitations sent to non-OED retreat speakers; handwritten notes documenting the retreat proceedings; retreat agenda; copies of articles provided as background reading and of documents to be discussed at the retreat; paper copies made from computer-assisted presentations; and post-retreat issuances summarizing specific retreat sessions and containing typed versions of the flip charts generated during retreat sessions.

This series contains documentation regarding the drafting and publication of booklets aimed at explaining the evaluation function in the World Bank to non-Bank audiences. The early editions of this booklet were titled Operation Evaluation: World Bank Standards and Procedures. By 1993, the title had changed to Assessing Development Effectiveness: Evaluation in the World Bank and the International Finance Corporation.

The sub-series contains records documenting the drafting and publication of the booklets. Included are: intra-OED correspondence; multiple drafts of the booklets; comments on the drafts; and agenda, minutes, and summaries of meetings of the Joint Audit Committee and of the Board of Executive Directors at which drafts were discussed. The sub-series also contains draft and/or published copies (in English and French) of various booklet editions (1976, 1979, 1984 [draft only], 1993).