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Records of the Office of the Chief Economist Serie Inglés
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Records of the Country Policy Department (CPD)

The series includes records maintained by the Country Policy Department (CPD) and its subordinate divisions and units from 1981 to 1986. The records include correspondence and memoranda maintained by the CPD Directors, divisionalstaff, and unit staff. The records also include discussion papers, policy papers, and reports produced by the CPD divisions and units with comments for review.

EAS Working Group and Task Force files

This series includes records related to Economic Advisory Staff (EAS)participation in Bank working groups and task forces. This includes records related to the Country Risk Management and Portfolio Review Working Group from 1989 to 1991. The Working Group was led by the Bank's Risk Management and Financial Policy Department (FRS), but the Working Group consisted of representatives from EAS, and many other units in the Bank. The records relate to review of country risk monitoring and financial risk assessment functions performed by FRS. The records include: correspondence and memoranda from EAS staff, FRS staff, Working Group representatives, and senior Bank officials; meeting minutes and agenda from the Working Group, the Operations Committee (OC)of the Operations Senior Vice Presidency (OPNSV), and the Finance Committee of the Finance Senior Vice Presidency (FINSV); and reports with comments produced in support of the Working Group, including copies of the Country Risk Management and Portfolio Review report.

The series also includes records from the Task Force on Exposure Guidelines from 1989 to 1990. The task force was led by EAS Director Enzo Grilli, and done in close collaboration with the Bank's regional units and FRS. The task force was formed to re-evaluate and review the Bank's exposure guidelines used to assess member countries and the Bank's exposure to major financial risks such as debt obligations. The records include: memoranda and correspondence; Task Force meeting minutes and agenda; recordsrelated to Country Robustness Analysis surveys performed as part of the Exposure Guidelines Task Force exercise; and draft and final Exposure Guidelines reports with comments.

Audit Reports Maintained in the Policy and Review Department

The series includes the 29 March 1989 report of an audit of the administrative expense budget of the Policy, Planning and Research Complex (PPR) by the Internal Auditing Department (IAD). The purpose of the review was to assess the adequacy and effectiveness of policies, procedures, and controls over formulation, implementation, and monitoring of the PPR budget and to provide recommendations for changes. Comments of the Senior Vice President, Policy, Planning and Research (SVPPR or PPRSV) comments on the draft report (16 May 1989) is with the IAD final report. DECVP reported to SVPPR.

Also in the series is a 9 September 1991 draft report of the results of an audit of the Geneva Office which reported directly to the Senior Vice President, Policy, Research and External Affairs (PRESV). Found with the draft report is a 3 May 1991 memo issued by PRESV to PRE organizations that transmitted the preliminary IAD work program which included the audit of the Geneva Office. The Geneva Office later reported to DECVP.

Background Materials, Memoranda, and Drafts of Research Papers

This series contains background materials, intra-Bank memoranda, and drafts of research papers primarily of staff from two Economic Analysis and Projections Department (EPD) units: the International Trade and Capital Flows Division (EPDIT) and the Global Analysis and Projections Division (EPDGL). The records are divided into two parts. The first and more voluminous part (2.33 linear feet) consists of EPD files dated 1977 to 1984 and containing rough working files for research papers. In addition to rough drafts of papers, these files contain intra-Bank memoranda containing comments on drafts or concerning EPD computer usage, analysis of data compiled by EPD staff, and other issues relating to research. The second part of the series contains drafts of research papers dated 1979 - 1990 and generated primarily by EPDIT and EPDGL staff, but there are also four papers written by staff from the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department and threepapers authored by economists from: the School of International Service at American University; Seoul University; and Sidney Sussex College, University of Cambridge. Some of the research papers in this series were issued as Division Working Papers which reported on research work in progress and were circulated only for Bank staff use to stimulate discussion and comment. Others were prepared for presentation at a conference or for publication by the World Bank or in a professional journal.

Stanley Fischer's Chronological File of Correspondence with Bank Staff (Internal Chronological Files)

The correspondence in this series documents Stanley Fischer's wide range of responsibilities as DECVP. Fischer did not officially assume the duties of DECVP until January 1988 and much of the correspondence in the series prior to that time concerns organization of the VPDEC Front Office, personnel matters, and scheduling of meetings. A significant amount of his correspondence is from the directors and division chiefs of the International Economics Department (IEC), the Country Economics Department (CEC), the Economic Development Institute (EDI), and his Front Office staff. Incoming communications are found with some of Fischer's outgoing memoranda, letters, e-mail, handwritten notes, and other communications. Copies of policy briefs and outlines for studies and papers, policy papers, and research papers on the debt crisis, structural and sectoral adjustment lending, trade policy, environmental issues, and other international economic issues were forwarded from the divisions and the Front Office for Fischer's review and/or further action. Structuring of work programs, proposals for the annual World Development Report (WDR) and drafts of the WDR, World Debt Tables, and proposals for EDI training are also subjects of Fischer's correspondence.

As Chief Economist, Fischer served as principal economic adviser to President Barber Conable (EXC) and to W. David Hopper, Senior Vice President, Policy, Planning and Research [PPRSV] and Hopper's successor, Wilfried P. Thalwitz, Senior Vice President, Policy, Research and External Affairs [PPRSV]. Fischer's memos, informal notes, and other communications with PPRSV are found throughout the series. Memos and informal notes sent in his role as Chief Economist to Moeen A Qureshi, Senior Vice President, Operations (OPNSV) and Ernest Stern, Senior Vice President, Finance (FNSV) concern matters coming before the Operations Committee.

Found with correspondence for 1988 are Fischer's briefing papers for Conable for a June 1988 meeting at the Bank with the Director-General, GATT, Arthur Dunkel and for an August 1988 meeting with Julius Katz, Chairman of the Uruguay Round Negotiating Group on the Functioning of the GATT System (FOGS); Fischer's background paper containing information for an October 1988 meeting between Conable and Romano Prodi, President of the Instituto per la Ricostruzione Industriale (IRI); memos prepared for Conable on the debt problem (May 1988) and Argentine loans (August 1988); and talking points for Conable's May 1988 speech at the brookings Institution.Among the 1989 correspondence are talking points Fischer prepared for a Conable-Camdessus luncheon meeting on proposals to improve collaboration between the Bank and IMF; a policy brief prepared for Conable on Experience in Trade Reform (April 1989); an informal memo on the Brady Plan debt strategy (April 1989); a draft memo to Conable on World Bank Intellectual Leadership (September 1989); and a formal proposal to Conable regarding establishment of a Socialist Economy Reform Unit within CEC (October 1989)which was approved the following month. Among the 1990 correspondence are several memos containing talking points for Conable-Camdessus luncheon meetings.

Fischer also corresponded with OPNSV regarding the classification of economists. Found throughout the series are Fischer's memos announcing meetings of the Economists Review Panel which he chaired, announcing actions taken by the panels, addressing appeals to the panels' actions, and inviting Bank staff to fill panel vacancies. The series also contains Fischer's correspondence as Chairman of the EDI Advisory Board and the Research Committee and his correspondence with the Research Administrator (RAD). Some Fischer correspondence with the Vice President, Sector Policy and Research [PREVP], Visvanathan Rajagopalan, is also part of the series.

Back-to-Office (BTO) Reports prepared by Fischer following trips to Argentina, Germany, Switzerland (Geneva), and China in 1988, to Kenya, Nigeria, Senegal, Tanzania, Yugoslavia, and Poland in 1989, and Japan, Israel, India, Poland, and London in 1990 are in the series. Also part of the series are copies of speeches, Il Messagero articles, and other papers Fischer prepared that were sent to DEC managers who provided him input. Correspondence with other Bank officials and papers forwarded to him for comment from other Bank offices and some outside economists are part of the series. Routine correspondence concerning administrative and personnel matters are scattered throughout the series. Fischer's last official day as DECVP was August 31, 1990 but the series includes correspondence for September - December 1990 during which time Fischer made brief visits to the Bank from the Massachusetts Institute of Technology (M.I.T.) and served as a consultant to the joint Bank/IMF study of the Soviet economy.

International Economics Department (IEC) FY 1992-FY 1994 Budget and Work Program Proposals

This series contains memoranda regarding their work programs and budgets from the IEC division directors to Director D.C.Rao; copies of memoranda that Rao sent the Chief Economist outlining the proposed IEC budgets and work programs; and copies of memoranda from the Chief Economist and his staff outlining the guidelines for the annual budgets.

Correspondence of the Directors, International Economic Department (IECDR) Concerning GATT and WTO

The first part of the series consists primarily of correspondence (1994 - 1996) of Director Masood Ahmed (IECDR) concerning Bank preparations for drafting an agreement between the World Bank and World Trade Organization (WTO). It includes Ahmed's correspondence with Michael Bruno, Vice President and Chief Economist (DECVP), L. Alan Winters, Chief, International Trade Division (IECIT), and other Bank officials throughout the lengthy process of developing a document describing the parameters for a relationship between the Bank and WTO. Comments received from Bank offices on various versions of the document, including the version of the document circulated to the Board on 7 February 1995; a copy of the IMF paper on collaboration with the WTO presented to its Board on 15 February 1995; and the final version of the Agreement between the WTO and World Bank are part of the files. Correspondence concerning a Board Seminar on Bank relations with WTO held in 1995 includes Michael Bruno's 28 July 1995 report to Bank President Wolfensohn on the outcome of the seminar. The first part of the series also includes correspondence and briefing papers prepared for meetings of the Bank and IMF heads (Wolfensohn, Camdessus) with the newly appointed Director, WTO (Ruggiero) in 1995 and a Wolfensohn-Ruggiero meeting in 1996.

The second part of the series contains a copy of a 13 September 1993 letter from IECDR (D.C. Rao) to the Deputy Director General, General Agreements on Tariffs and Trade (GATT, Jesus de Seade) informing him of the closure of the Bank's Geneva Office and the appointment of consultant John Croome to represent the Bank in GATT and Uruguay Round meetings. Copies of Croome's faxed reports to IECIT regarding meetings of the GATT Council, formal Council committees (Trade Policy Review, Trade Negotiations, Market Access, balance-of-Payments), and other formal and informal meetings he attended as the Bank's representative are in both parts of the series.

Records Relating to Structural Adjustment Lending Maintained by Directors and Senior Advisers of the Development Policy Group (DPG) and to Other Organizations

This series was compiled successively by staff in units responsible for maintaining and reviewing adjustment operations: the Country Policy Department (Assistant Director Sidney Chernick and Vinod Dubey who served as Senior Adviser and later Director of CPD), the Economic Advisory Staff (Directors Vinod Dubey and Enzo Grilli), and the Development Policy Group (Enzo Grilli, Anandarup Ray, Satish Mannon). The records are divided roughly into three parts. The first part relates to the early development of the Structural Adjustment Loan (SAL) program, 1979 - 1984, and includes copies of SAL papers and reports presented to the Board and summaries of discussions from Executive Directors' meetings in which the reports and papers were discussed.

The second part is dated 1982 - 1994 and consists of the working files created in CPD, EAS, and DPG relating to adjustment lending. The files include status reports and progress reports on adjustment lending; correspondence relating to the development of guidelines for the processing of adjustment loans; evaluations of the adjustment lending program from the Operations Evaluation Department (OED); correspondence concerning implementation and assessment of adjustment lending; and comments on the various reports, papers, and evaluations of adjustment lending.

The files in part three contain publications relating to adjustment lending and adjustment lending studies and reports that were forwarded to the Executive Directors, 1980-1992. Included in the files are summaries of discussions from Executive Directors' meetings.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC) Concerning the Office of the President and the Board of Executive Directors

This series consists of six parts and contains records related to Masood Ahmed's collaboration, communications, reporting, and presentations to the Office of the President (EXC) and the Board of Executive Directors. The first part of the series includes chronological files related to the EXC kept by Ahmed from January 1994 to December 1996. Records consists of incoming and outgoing correspondence between Ahmed, IEC staff, DEC Vice President, and EXC; presentation slides, speech drafts, and reports intendedfor EXC; memoranda, meeting minutes, and monthly EXC reports; and scattered Executive Board reports

The second part of the series contains files titled "Board General" from April 1994 to December 1997, and these consist of agendas and meetings minutes, memoranda, and correspondence as well as Executive Board reports and biographies of Executive Directors. IEC reported regularly to the Board and this series contains memoranda and correspondence related to this activity. In addition to those found in the "Board General" records, Executive Director biography files were kept by Ahmed that dated January 1994 to December 1997.

The third part of the series consists of records from the Induction Program for Executive Directors and Alternates, 20-21 November 1996, in which DEC officials gave a presentation to incoming Executive Directors on the roles, functions, and activities of DEC and its departmental units. The records include correspondence and memoranda between the DEC Vice President, IEC senior officials, and other Bank units discussing preparations and planning for the presentation. Copies of the presentation slides are also included.

The fourth part of the series concerns records related to the World Development Report (WDR), 1997. IEC was responsible for providing and drafting much of the analytical and statistical data in this report. Ahmed's WDR records include memoranda, and correspondence with attached draft WDRs that discuss revisions, edits, updates, and other issues related to the report. The correspondence and memoranda are between EXC, the DEC Vice President, IEC senior officials, and the Staff Director of the WDR. Other memoranda and correspondence discuss the presentation of the WDR to the EXC and the Board, and subsequent Executive Directors discussion of the report.

The fifth part of the series consists of readings compiled by Ahmed for World Bank President James Wolfensohn from January 1995 to December 1995. These include various articles, reports, and other publications. Most of the readings are publications external to the Bank, and discuss international finance, debt, and trade.

The sixth part of the series includes records related to Wolfensohn's Change Management Group, a Bank-wide initiative that organized 30 focus groups from selected individuals in offices and units across the Bank to assess management issues and draft strategies for potential re-organization of management in the Bank. The records are dated August 1995 to May 1996. The records consist of agenda and meeting minutes from meetings and retreats; correspondence with various individuals in different Bank units who participated in the multi-unit focus groups; and published articles related to business and management change.

Subject File of Dennis N. de Tray, Head of the Living Standards Measurement Unit (DRDLS), Development Research Department

These very loosely organized files appear to have been assembled, mostly in black binders, by de Tray for his personal use. Files (binders) were created for a 1985 mission to Jamaica he participated in to evaluate the effects of structural adjustment activities on major sectors of the Jamaican economy and a 1986 mission to Grenada he also participated in to meet with government officials in the national statistical office to discuss government survey needs and the possibility of monitoring a Living Standards Study. These files include copies of Back-to-Office Reports (BTOs) and other correspondence relating to the mission.

De Tray's Ivory Coast Living Standards Survey (ICLSS) materials, which consist mostly of technical data from the survey (1985-1987), include a Terms of Reference (TOR) and BTO for a 1983 project identification/preparation mission to Abidjan, Paris, and London for the ICLSS. A small number of reports, sampling plans, and prototype questions for the ICLSS are included for the 1983 - 1984 period. Correspondence concerning the French version of the ICLSS questionnaire, recommendations for questionnaire changes, and a report of a mission by a DRDLS staff member to Cote d'Ivoire to collect data from the ICLSS are included for the 1986-1987 period. De Tray also created a file for a 1985-1986 Bank study (RPO 673-84) (folder 1315128) of the determinants of children's nutritional status and morbidity in the Cote d'Ivoire for which he was principal supervisor.

De Tray's Ghana Living Standards Survey (GLSS) materials include his BTO from a February - March 1986 Technical Assistance mission to Ghana and Cote d'Ivoire to explore the possibility of undertaking a GLSS and to discuss a proposed seminar covering results from the 1985 ICLSS and an earlier 1979 consumption survey. Also included are other 1986-1987 BTO reports from missions relating to the GLSS including a September 17, 1986 report of a mission to Ghana de Tray participated in to finalize plans for the GLSS. Also included is correspondence with and mission reports from a consultant working on the GLSS.

A smaller amount of material is included for the Peruvian Living Standards Survey. BTO reports (1984) from missions to Peru to prepare for the survey and a proposal for a study of Education and Informal Sector Employment (1983) are among the documents assembled. The series also includes an undated draft proposal for an Egyptian Living Standards Survey, a December 5, 1983 BTO from a mission to that country to discuss the conduct of a Living Standards Survey, and some related material. De Tray also assembled some publications and other materials that appear to have related to his membership on the Task Force on the Annual Report on Bank Research. Found with this material is a copy of a paper he prepared in October 1984 entitled The Living Standards Measurement Survey which describes in detail the origin of LSMS at the Bank, the development of the survey design, planned analyses of data collected, and the survey plan for the Ivory Coast where the first LSMS was to take place.

Secretariat's Copies of Policy Papers and Minutes of Policy Review Committee Meetings and of Staff Review Meetings

The Policy Planning and Program Review Department staff (Pedro-Pablo Kuczynski, Frank Vibert, and Shahid J. Burki) served as the secretariat for the Policy Review Committee (PRC). This series contains the secretariat's set of policy papers and the notices of meetings and minutes of staff review meetings and of Policy Review Committee meetings at which the policy papers were discussed. The policy papers, which were drafted by various units throughout the Bank, were distributed for review at the PRC stafflevel or by the Policy Review Committee as a whole or were widely distributed throughout the Bank for comment or for information purposes prior to consideration by the Executive Directors. The files contain the various versions of a paper as it proceeded through the review process. The policy papers cover a broad range of subjects: sector issues, project costs overruns, the lending policies and practices of IDA, the World Bank's approach to interest rates and credit allocation issues, and the establishmentof the Third Window.

Records Relating to the Committee of Twenty and to Two of Its Technical Groups

The Committee of Twenty (C-XX), formally known as the Committee of the Board of Governors on Reform of the International Monetary System and Related Issues, was established by the IMF in 1972 to prepare a draft for a reformed international monetary system after the United States had announced in August 1971 that it was suspending the convertibility of the dollar into gold. The records in this series were compiled by Frank Vibert while he was working in the Policy Planning and Program Review Department (PPR) in the Office of the Vice President for Development Policy (VPD). The records primarily concern two of the Committee's Technical Groups: the Technical Group on the Transfer of Real Resources and the Technical Group on the Special Drawing Rights (SDR) Link and Related Proposals. The Bank was asked to participate in the secretariat function for the Technical Group on the Transfer of Real Resources, and Frank Vibert with Azizali Mohammed from the IMF formed the secretariat for the Group. Earnest Stern, Senior Adviser in VPD, was part of the Technical Group on the SDR Link.

The series contains copies of IMF and World Bank studies and other documents that were used as background materials for the Committee or that were drafted in response to specific requests from Committee staff; drafts of and comments from IMF and Bank staff on the Bank paper, Capital Flows to Developing Countries, that was prepared for the Committee; and the issues of the IMF newsletter, IMF Survey, that included articles regarding the Committee of Twenty. The files include: copies of President McNamara's correspondence with Ernest Stern and with C. Jeremy Morse, the chair of the Deputies of the Committee of Twenty; memoranda exchanged between Vibert and Stern; intra-VPD correspondence and other intra-Bank correspondence relating to the Committee of Twenty and the Technical Groups; Vibert's correspondence with IMF staff and with the chair of the Technical Group on the Transfer of Real Resources; copies of memoranda Vibert drafted for the chair's signature; and Vibert's copies of Stern's memoranda to the files regarding the SDR Link.

Records maintained for meetings of the Technical Group on the Transfer of Real Resources include: Vibert's correspondence relating to pre-meeting planning, copies of documents provided as background for the meeting discussions, lists of attendees, copies of the Terms of Reference for the Group, and Vibert's handwritten notes form the meetings. The files also contain multiple drafts and comments on the drafts of the Group's report.

Records relating to the Technical Group on the SDR Link include copies of World Bank and IMF documents provided the Group as background materials; copies of statements regarding the SDR Link made by heads of delegations to the Group; notes regarding SDR discussions with the United Kingdom and Germany; and various drafts of the Bank paper Bank Group Uses of SDR Link Resources.

Correspondence and Other Records of the Development Policy Staff, Departments, and Divisions

This series contains the records of the Vice President for Development Policy's (VPD's) staff, departments, and divisions for the period 1978 - 1982. There are a few files that cover the Development Policy Staff (DPS) in general, and these files include a small amount of correspondence with the VPD, his senior adviser, and the Director, Development Policy, but this series primarily contains the correspondence, studies, reports, and publications of four of the DPS departments and of some of the divisions within those departments. Included are files for the Policy Planning and Program Review Department (PPR), the Economic Analysis and Projections Department (EPD), the Development Economics Department (DED), and the Development Research Center (DRC). The EPD correspondence for the years 1978 - 1980 also includes information regarding the Berne Union: Back-to-the-Office Reports from missions to Berne Union meetings; summaries of discussions at Berne Union meetings, and analyses of Berne Union data. The division-level files include correspondence, publications and reports generated by the division.

In addition to the department and division files, there are records relating to the Bank's World Development Report (WDR), 1978 - 1980. These files include correspondence containing input for the report, comments on drafts of the report, and plans for the content of the next report. Copies of background papers for the report and copies of the 1978 - 1980 editions are also included.

The Development Policy Staff ended in 1982, but this series includes DPS publications issued with a 1983 publication date.

Files of the Director, Development Policy, Regarding the Development Committee and Related Committees

These records were compiled by the Director of Development Policy in the Office of the Vice President of Development Policy. That position was held by Ernest Stern from April 1974 to September 1975, Attila Karaosmanoglu from October 1975 to June 1979, and E. Bevan Waide from June 1979 to 1982.

The Joint Ministerial Committee of the Boards of Governors of the Bank and the Fund on the Transfer of Real Resources to Developing Countries, better known as the Development Committee, was established in 1974 to advise the Boards on development issues and to coordinate international efforts to finance development. The Interim Committee of the Board of Governors of the International Monetary System, known since 1999 as the International Monetary and Finance Committee, was established by the International Monetary Fund in 1974 to advise the Board on the management of the international monetary system. The Group of Twenty-Four on International Monetary Affairs, now officially the Intergovernmental Group of Twenty-Four on International Monetary Affairs and Development, was established in 1971 to coordinate the positions of developing countries on international monetary and development finance issues to ensure that their interests were adequately represented in negotiations on international monetary matters. The chairman of the Group of Twenty-Four customarily addresses Development Committee meetings, and the Development Committee, the Interim Committee, and the Group of 24 normally meet at the same times during the year.

The series consists of four groups of records:

    1. A general chronological file, 1977 - 1982, contains: a) correspondence between the Director, Development Policy and the Executive Secretary of the Development Committee, the Bank's liaison (Ernest Stern, Vice President of Operations) with the Development Committee, and other Bank managers, including President McNamara; b) copies of draft and final versions of Development Committee documents (agenda, press communiqu?s, reviews of Development Committeeperformance, annual reports, and work programs) forwarded to the Director of Development Policy or to the Executive Directors of IBRD.
    1. Chronological files on meetings of the Development Committee, 1977 - 1980, contain agenda of meetings, copies of Development Committee documents to be discussed at the meetings, copies of President McNamara's statements delivered at Development Committee meetings, and memoranda from the Director, Development Policy or the Bank's liaison with the Development Committeesummarizing meetings. These files include some agenda for and documents considered at meetings of the Working Group on Development Finance and Policy, the Working Group on Access to Capital Markets, the Group of Twenty-four, and the Senior Officials of the Development Committee.
    1. Files on committees and working groups generally contain agendas with copies of the documents to be discussed at the meeting attached, intra-Bank memoranda regarding the committee or working group, and reports and papers prepared by the committee, working group, or task force. Included are records for the Capital Markets Coordinating Committee, 1972 - 1977; the Working Group on Capital Market Access, 1975 - 1978; the Working Group on Development Finance and Policy, 1978; the Senior Officials' Meeting, September 1978; the Task Force on Private Foreign Investment, 1979 - 1981; the Task Force on Non-Concessional Flows, 1980-1981; the Group of Twenty-Four, 1978-1981; and the Interim Committee of the Board of Governors of the International Monetary System , 1978, 1980 - 1981.
    1. Files related to Development Committee studies and reports include: correspondence, papers, and a report regarding cofinancing, 1978 -1980; a Bank study of aid groups sponsored by IBRD, 1978; a report on the implementations of the Special Action Program, 1978; the Joint Fund/Bank staff study on The Stabilization of Export Earnings, done at the invitation of the Development Committee and submitted to the Committee in 1978; and reviews of Development Committee performance, 1976 and1978.

Business Plans for Fiscal Years 1991-1995 Maintained in the Policy and Review Department

These Business plans for all of the organizations comprising the Policy Research and External Affairs Complex (PRE) and the predecessor Policy, Planning and Research Complex (PPR) were maintained by Gregory Ingram, Principal Adviser, Review and Analysis Division (PRDRA), Policy and Review Department (PRD) and Ziaddin Choudhury and Zmarak Shalizi in the Program Management Unit (PRDPM) in PRD. The Business plan was a major component of Bank budget cycles and provided information from PRE that would become part of priorities and framework papers presented to the Board. The Business plan also served as the basis for PRE's next fiscal year work program and budget, described each PRE organization's plans for the following two or more fiscal years, described each organization's underlying strategy and work program, and indicated plans for special emphases and topics that cut across department and other organizational boundaries. Included in the files are draft and final Business plans, submissions from each PRE (or PPR) organization, including DEC, and background correspondence and data relating to the preparation of the plans.

Project Managers' Research Project Files

This series contains files for the earliest projects approved under the World Bank's research program. These particular files are primarily those that were maintained by the managers responsible for directing the projects. Most were directed by staff from departments under the Development Policy Staff (the Development Research Center, the Development Economics Department, the Economic Analysis and Projections Department) and under the Economics and Research Staff (the Economics and Analysis and Projection Department and the Development Research Department), but others were conducted by staff from the sectors or the Regions. The files are in two sections: those that were completed and for which completion reports and evaluations had been filed and those for which the final reports and evaluations had not been filed.

A project file typically contains draft research proposals with comments on the drafts, the formal research proposal submitted on a standardized form, memoranda establishing a review panel to vet the proposal and to convey the decision of the review panel, minutes of the Research Committee meeting at which the proposal was discussed, the Research Committee's decision on the proposal, correspondence with consultants who worked on the project, Back-to-Office reports from missions connected with the project, requests for computer support, requests for additional funding and/or an extension of the research schedule and the Research Committee's decisions regarding those requests, intra-office correspondence of the unit directing the project, a summary of the project results for inclusion in Research News, and possibly a project completion report on a standard form. For most projects, there is a separate folder containing quarterly status reports and possibly also the project completion report. The files in the completed projects section of the series also include evaluation reports. Most of the files for projects under the 672 and 673 series contain only completion reports.

Project files Numbered 671-93 to 671-98 were used for documentation relating to the General Research Advisory Panel (GRAP) and five of the Special Research Advisory Panels. For the official GRAP files, see (add link to series 4031).

Correspondence of Masood Ahmed, Director, International Economics Department (IEC) Concerning Joint World Bank-IMF Development Committees, Annual Meetings , and Seminars

This series consists of five parts and includes records related to the Joint World Bank and International Monetary Fund (IMF) committees, meetings, and seminars in which Masood Ahmed participated during his time as Director of the International Economics Department (IEC). IEC played a key role in joint Bank-IMF initiatives by providing statistical data and publications on macroeconomic projections, multilateral-debt, and trade forecasting. Much of this was done in collaboration with the IMF's Statistical Department, where IEC and the IMF shared and reviewed data and publications such as the IEC Global Economic Prospects (GEP), World Debt Tables (WDT), and the IMF Statistical Department's World Economic Outlook (WEO). The data provided by IEC and IMF Statistical Department helped to set the agenda for Joint IMF-Bank meetings, and informed subsequent policy development. In addition, IEC senior officials directly participated and advised Bank-IMF efforts, and helped develop the joint Bank-IMF board papers eventually produced by the Development Committee.

The first part of this series includes records from Ahmed's involvement with the joint Bank-IMF Development Committee from January 1994 to December 1997. The records consist of agenda and minutes of meetings, memoranda, and correspondence; copies of statements given by participants in committees; and published reports and joint Bank-IMF papers. Some of the correspondence is internal Bank communications to the Office of the President (EXC), DEC staff, and IEC staff reporting on Committee meetings, or discussing issues or actions related to the meetings. The records primarily focus on the topic of Heavily Indebted Poor Countries (HIPC) and the joint Bank-IMF HIPC Initiative of 1996. Ahmed played a key role in policy advisement for the HIPC Initiative and its subsequent implementation and policy revisions.

The second part of the series consists of files from the joint Bank-IMF Annual Meetings Ahmed attended from 1994 to 1997, including meetings held in: Madrid, 1994; Washington, DC, 1995 and 1996; and Hong Kong, 1997. The records include: briefing books outlining events, topics, and background information; briefs for ad hoc meetings or smaller committee meetings; delegation lists and biographies of participating agencies and individuals; handwritten notes; speech transcripts by Masood Ahmed and others; and correspondence and memoranda related to involvement by IEC units for the Annual Meetings, and related to subsequent reporting in the Annual Meetings to Officeof the President (EXC), the DEC Vice President, IEC officials, or other internal Bank staff.

The third segment of this series is records from the IMF Interim Committee meetings Ahmed attended from 1994 to 1997. The Interim Committee meetings were IMF member only meetings, but the Bank President and other senior officials were invited as observers for each meeting. The Office of the President (EXC) usually had the DEC Vice President or Ahmed attend these meetings in the President's absence. The records consist of agenda and meeting minutes and correspondence sent from the IMF and correspondence and memoranda sent internally between EXC, DEC, and IEC regarding arrangements or attendance at the meeting, and reporting of the meeting.

The fourth part of the series includes records from joint Bank-IMF organized seminars and workshops in which Ahmed participated. These records consist of Severely Indebted Low Income Countries (SILIC) seminars and workshops Ahmed attended from 1994 to 1995 where he helped develop a joint IMF-Bank SILIC paper. Memoranda, correspondence, and drafts document Ahmed's collaboration with the IMF to develop SILIC policy, and also his reporting of his work to the Office of the President (EXC), the DEC Vice President, and other internal Bank staff. Similar records contain transcripts for the Workshop on the Analytical Aspects of the Debt Problems of Heavily-Indebted Countries, 7 February 1996. Agenda, memoranda, correspondence, and copies of presentation speeches are also included for the IMF/Bank Seminar on External Financing for Low Income Countries, 9-12 December 1996.

The last part of the series consists of correspondence, memoranda, and photo static copies of statistical reports and publications sent from the IMF to Ahmed from January 1995 to December 1997. The records document the collaboration between IEC and the IMF Statistical Department.

Chronological File of EAS Director

Series consists of chronological files maintained by EAS Director Vinod Dubey from between January 1989 and November 1990. After Dubey's appointment as director of EAS in June 1987, he continued many of the duties he had in the Country Policy Department (CPD): coordinating the Bank's interaction with the Paris Club, the Berne Union, the OECD Export Credit Group, and the International Monetary Fund; reviewing country strategy papers and Structural Adjustment Policy Framework Papers (PFPs); providing the SVP Operations with analysis on operational issues and policy initiatives; serving as the Secretariat to the Operations Committee; and providing advice and support to the Regional staff on major policy questions, especially regarding country strategies, adjustment operations, and country economic and sector work. Much of the records in this series relate to the duties listed above and take the form of agendas, schedules, and requests for comments or review for discussion. In the case of the latter, the reports and policy papers are rarely attached.

Policy Research Department Poverty and Human Resources Division (PDRPH) Research

This series contains a variety of research materials accumulated in support of research projects undertaken by various staff in the Policy Research Department (PRD) and its predecessors, the Poverty Analysis and Policy Division (PHRPA) and later the Welfare and Human Resources Development Division (PHRWH) of the Population and Human Resources Department.

This series contains background materials, and administrative and research records from 1972 to 1991 (predominant 1985-1991) relating to the Living Standards Measurement Survey (LSMS) update for Peru in 1990. Records were compiled by Gillette Hall who was, along with Peruvian economist Richard Webb, responsible for the update. The original LSMS for Peru was conducted in 1985-1986 jointly by the Peruvian government and the World Bank (specifically the Education Department and the Development Research Department). These records consist of World Bank and Peruvian government studies, reports, and articles containing background materials on social and economicconditions in Peru, 1972 - 1985, that were gathered as part of the first survey. There is also a small amount of administrative material (back-to-office reports, notes regarding data entry, sample questionnaires, a summary of initial results from the survey, a list of studies based on the 1985 - 1986 data, and notes on fieldwork) relating to the first survey. Hall's records of the 1990 survey and of later research regarding Peru include: applications for funding; notes regarding the project's budget and sampling methods; background articles and reports on Peru published after the 1985 - 1986 survey; back-to-office reports for the Peru Social Sector Review, January 14 - 25, 1991 and for a mission to prepare for the update of the LSMS, June 17 - 18, 1991; correspondence concerning a fiscal year 1992 regional study to include programs in Peru; a copy of Hall's Cambridge University Master's thesis; notes prepared for a presentation on the 1990 survey; articles by Hall regarding conditions in Peru; and various drafts of an article on poverty in Peru by Hall and by Paul Glewwe of the PHRPA and later the PHRWH of the Population and Human Resources Department.

The series also contains records compiled by Elizabeth M. King relating to nine Bank published research papers pertaining to Peru that were authored, co-authored, or reviewed by King while working as an Economist first in the Education and Employment Division of the Population and Human Resources Department (PHREE) and later in PRDPH. The nine papers appear to have been based primarily on findings from the Living Standards Measurement Survey (LSMS) conducted in Peru. Six of the nine papers were published in the LSMS Working Papers series. Two papers were published in the Bank's Policy, Planning and Research Working Papers series and one paper was published as a Policy, Planning and Research Working Paper. In addition to drafts of the papers, which relate primarily to education and wages in Peru, the series includes: reference copies of other papers relating to Peru; computer generated tables relating to wages, GDP, and education in Peru; copies of a few papers presented by King at professional meetings; 5 1/4 inch floppy discs primarily containing different versions of reports as well as a small amount of research; and presentation materials. There is also some correspondence concerning a proposed book based on findings of the Peru LSMS.

Finally, records relating to World Bank staff research as part of the Youth Training and Employment Partnership Programme (YTEPP) in Trinidad and Tobago are included in this series. Most of the records were created in the PHRWH, although activities related to the YTEPP were moved to PRDPH in 1993. Records include correspondence, back-to-office reports, Terms of Reference, memoranda, YTEPP publications, questionnaires and codebooks. Also contained are 3 1/2 inch floppy discs that appear to contain research data in various forms.

Research Project Files Maintained in the Office of the Vice President, Development Policy (VPD) and the Office of the Vice President, Economics and Research (VPERS)

Most of the research projects for which there are files in this series were started in the 1970s to early and mid-1980s The remainder of the series consists of files for other research projects started in the later 1980s, as well as a smaller number of files for projects started after that time that were maintained by the Research Administrator. The series is arranged in four parts. The first three parts cover overlapping time periods from 1969 to 1995. The fourth part of the series is a research project file for the City Project or City Study (1975 - 1985).

The majority of the projects in this series fall into the categories of development policy and planning, international finance and trade, agriculture and rural development, industry, transportation, water, telecommunications, energy, urbanization and regional development, and population and human resources. Some of the projects were conducted in collaboration with bilateral aid agencies, outside research institutions, and government agencies.

The earlier projects were funded wholly or in part from the External Research budget (ERB) and the later projects by the Research Support Budget (RSB). The Development Economics Department (ECD), Development Research Center (DRC) and the Economic Analysis and Projection Department (EPD) were responsible organizations for most of the earlier projects with Sector and Regional organizations bearing responsibility for the remainder. Research project proposals for the later period were forwarded by the Development Research Department (later the Country Economics Department) or another department, a Sector, or Regional unit, or, in the case of jointly sponsored projects, by a department or Sector and a Regional unit.

A typical research file contains: the formal research proposal submitted on a standardized form and sometimes accompanied by a narrative description of the proposed research and methodology; a memorandum establishing the membership of the review panel; comments on the proposal from Regional or sector units; the report of the review panel; replies from the reviewers or from the review panel; minutes of the Research Committee meeting at which the project proposal was reviewed;a memorandum containing the Research Committee's decision for funding and the identification code (RPO number) assigned to the project; quarterly status reports submitted on forms or narrative progress reports; and an abstract of the project that was published in the World Bank Group Research Program that was first issued in August 1972.The abstract described specific objectives of the study and the research method, the organization of the project, the date when final output was expected, and the Bank staff involved in the project. Also part of the project file were Terms of Reference and Back-to-Office reports for missions connected with the project; correspondence between the project supervisors and the Research Administrator that may include requests for additional funding (which were sometimes accompanied by an additional project proposal) or for an extension of the completion date; budget tracking reports; a project completion report on a standard form; and project evaluation reports from internal and external reviewers that accompanied the final project evaluation, or a project evaluation report from an internal panel. Files for some of the earlier projects also include correspondence with evaluators of the project, comments from the evaluators, and the project manager's response to the evaluations. Occasionally, completion reports and evaluation reports for more than one project were combined and some files are without completion reports. Internal and external evaluation reports as well as REPAC evaluation panel reports are in some files. After 31 July, 1984, only projects receiving over $100,000 in RSB funds were required to be evaluated.

Some project files for the mid to late 1980s contain proposals in the form of memoranda or papers for funding from RSB small grants (usually under $20,000) for development of formal project proposals; preparation of papers for colloquia; organization of workshops, seminars or expert meetings to assist in the formulation of a formal research proposal; or for dissemination of papers or other output from previously conducted research projects. The proposals for funding from the small grants program were usually reviewed and approved by the Research Adviser (later Research Administrator). The other research files for this period for projects requiring larger amounts of funding from the RSB vary in content. All of these files contain a completed Request for Research Support Budget (RSB) funding which is often accompanied by a memorandum describing in some detail the proposed research and/or methodology. Sometimes revisions were made to the original proposal and additional request forms were completed. All of the files contain an identification or RPO number.

Among the more widely known of the early files in this series is a project file for what was in 1987 the longest running (18 years) research project in the Bank's history-Road Construction, Maintenance and Vehicle Operating Cost (also known as the Highway Design Study') (670-27). The International Comparison Project (670-68) was begun by the United Nations in 1968, was later funded as an external research project by the Bank, and was closed in December 1984. The Strategic Planning to Accommodate Rapid Growth in LDC Cities (The City Project or City Study) (671-47) project file covers the 10-year period from 1975 to 1985. In addition to the project completion report and evaluation, the file includes a November 1982 narrative report entitled The City Study: A Summary of Results and Policy Implications prepared by Gregory Ingram, Alvaro Pachon, and Jose Fernando Pineda. Another project file for the same project (RPO 671-47) contains manuscripts of some of the project papers and intermediate papers produced. According to the Project Completion Report filed by project manager Gregory Ingram, the intermediate papers were a means of compiling intermediate, mainly descriptive, results and usually resulted from the city study workshops. The project papers were usually more analytical and intended as finished results. These were intended for wide distribution and have mostly been published as World Bank Staff Working Papers or papers elsewhere in journals and books. Paper abstracts are in this series along with the manuscript of the monograph Understanding the Developing Metropolis: Lessons from the City Study of Bogota and Cali, Colombia by Rakesh Mohan, which was published in 1994 and summarized the main findings of the City Study.

Also found with the earlier files in this series is correspondence of Ernest Stern, Senior Adviser, Development Policy with the Ford Foundation, the Rockefeller Foundation, the International Development Research Center (IDRC), the U.S. Agency for International Development (AID), and other government offices following the social science research on development conference in Bellagio, Italy, 13-15 February 1974 (RPO 670-92). The correspondence primarily concerns the continuation of international collaboration for development research and planning by holding meetings (referred to as Bellagio Plus meetings) during 1974 and 1975 in the areas of employment, income distribution, rural development, population, and education. Correspondence concerning planning and outcomes of these meetings is in the files along with correspondence of Benjamin King, Research Administrator, and Orville Grimes, Secretary to the Research Committee, with IDRC concerning Bank participation in the Social Science Research (SSR) information system and with Bank officials concerning the issue of Bank participation in DEVSIS, an international information system in the field of economics and social development sponsored by IDRC, ILO, OECD, UNDP, and UNESCO.

The earlier files also include documents brought together for the World Bank's Comparative Study of Poverty (673-73), an overall study and evaluation of poverty, equity and growth in 21 developing countries during the period 1950-1985. Included are unpublished papers concerning Ghana's agricultural commodity prices, political economy, and production costs for food crops; studies of poverty, equity, and growth issues; various development plans and reports, including World Bank reports; study outlines; notes and correspondence concerning project work; and newspaper articles pertaining to Ghana. With these documents is a heavily annotated typewritten timeline of economic and political events in Ghana from 1874 to 1983 that was used in the study, a sample questionnaire, computer printouts, and related correspondence. Research papers on the Political Economy of Poverty, Equity and Growth in Brazil, Mexico, Colombia, Malawi, Hong Kong, Thailand, Sri Lanka, and Malaysia developed for the study and several comparative research papers; printouts of computer data; and a draft introduction prepared for a multi-volume publication of the research papers developed for the study are part of the files.

For the later period the series includes project files for several multi-country Comparative Studies. The Timing and Sequencing of A Trade Liberalization Policy was the first of these studies that was initiated under a Research Policy Council program in 1985. An evaluation of the Comparative Studies was summarized in the FY 93 Report on the World Bank Research Program. A small number of project files for the later period were created for administrative purposes and assigned RPO numbers.

Files are included in the series for projects that extended beyond their authorized duration and never went beyond initial planning stages and projects that were cancelled because no contract was signed or funds expended to carry out the project. The titles of some projects were changed after approval of the research proposal and a few projects were shut down and never completed because of lack of department or division sponsorship or because no work was undertaken after the project proposal was approved.

Records of the Global Prospects Conferences Sponsored by the International Economic Analysis and Prospects Division (IECAP)

This series consists of records relating to the Global Prospects Conferences sponsored by the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department (IEC). Included are verbatim transcripts of the proceedings of the first (April 25 - 26, 1989) and second (April 30 - May 1, 1990) conferences. Also included for the first conference are memoranda of a draft conference outline and a proposed budget. Among the files for the second conference are black-and-white photographic negatives of conference sessions, copies of some of the papers prepared for the conference, a copy of the preliminary conference announcement (December 27, 1989), and marked-up copies of transcripts edited by some of the speakers.

International Economics Department (IEC) Secretariat Records of the Planning Assumptions Committee MAintained in the International Economic Analysis and Prospects Division (IECAP)

This series contains copies of PAC Memoranda, summaries of meetings, and other records of the Planning Assumptions Committee (PAC) and related records of the Economic Analysis and Projections Department (EPD) and later of the International Economic Analysis and Prospects Division (IECAP), the two units that maintained these records.

Originally formed in the early 1970s as the Deflator Committee, the Committee approved the deflator projections to be used in Bank financial planning and in project appraisals. Late in 1980, the name was changed to Planning Assumptions Committee, and its role was broadened to cover a wide range of key indicators of change in the global environment. By establishing common planning assumptions about the world economy, the Committee ensured that the various parts of the Bank used the same projections for economic and sector work, project analysis, financial and budget analysis, and the World Development Report. The Global Analysis Division (EPDGL) of EPD and later the International Economic Analysis and Prospects Division (IECAP) of IEC prepared the background analysis and projections for PAC. This series includes memoranda from those two units transmitting projections data to the PAC chairman. That data was incorporated into the PAC Memoranda which were issued twice a year, in the spring and the fall, to units throughout the Bank. By the late 1980s, these memoranda were issued directly by IECAP, through the Director of the International Economics Department (IECDR) as PlanningAssumptions for Major Macroeconomic Indicators and Financial Indicators. In addition to the official PAC memoranda, there are intra EPD and IEC memoranda documenting the process of compiling the planning data.

Divisional Reading File of the International Economics Department (IEC)

The series consists of documents sent electronically within IEC, to other parts of DEC, and to other Bank units on many subjects. A large proportion of the documents concern debt reporting, debt management operations, borrowing arrangements for countries, World Debt Tables, and World Development Indicators. Also included are comments on reports and papers, Unified Survey projects for various countries, Staff Appraisal Reports, and Draft Memoranda of the President for loans for projects. The series also includes requests for information in preparation for representation at Berne Union meetings and documents pertaining to modeling and analytical tools in IECIT [International Trade Division], external debt missions, and The Old Age Crisis Report. Summaries and reports of Bank Board meetings, comments on brainstorming sessions, and meeting announcements circulated by the Department Director or Division Chiefs are also part of the series.

Miscellaneous Correspondence of the Office of the Special Representative to the U.N. Organizations in Geneva

The series consists of documents that were most likely retained for reference purposes by the Directors of the Geneva office (also referred to as Special Representatives to the U.N. Organizations in Geneva) and their staffs. Included in the series are: copies of the agreement regarding privileges and immunities concluded between the U.N. and the Swiss Federal Council on 19 April 1946; a copy of the 22 June 1978 letter from the Director, International Relations Department of the Bank to the Deputy Director-General of the U.N. announcing the opening of the Bank's Geneva office with Mahmud Burney as permanent representative; biographical information about Bank Presidents; copies of staff and other announcements of the appointments of Wolfgang Siebert (effective 20 January 1986) and Jean Baneth (effective 4 August 1989) as Directors; copies of the announcement of Baneth's departure and the appointment of his successor Piritta Sorsa (effective 14 December 1992); memos and other correspondence concerning the Post Adjustment (cost-of-living) System for Field Assignments (1988 - 1992); memoranda concerning work plans (1990 - 1991) and staffing requirements (1985, 1987, 1989) for the office; an unsigned 7-page monograph titled Notes on the Bank Office in Geneva dated 20 November 1985 most likely written by L. Peter Chatenay who headed the office from 1982 to 1985; and a draft of a letter to the U.N. office in Geneva announcing the permanent closing of the Bank's Geneva office as of 1 July 1993. Copies of a small amount of correspondence prepared by Siebert and Baneth regarding the Geneva office and correspondence from other permanent missions at Geneva are also part of the series.

Reports to Headquarters from Special Representatives to U.N. Organizations in Geneva

The series consists of three black binders containing reports sent from Geneva to Headquarters by Representatives Mahmud Burney, L. Peter Chatenay, and Wolfgang Siebeck. The Bank first opened an office in Geneva in 1978 staffed by a resident representative and one support staff. Its responsibilities included representing the Bank in meetings of international organizations held in Geneva, principally the GATT, UNCTAD, ILO, and WHO. The Bank staff at Geneva kept Bank Headquarters informed through periodicreports and facilitated informal contacts with staffs of Geneva organizations. Reports to Headquarters prior to 1987 were addressed to the Director of the Bank's International Relations Department (IRD). When the Strategic Planning and Review Department (SPR) was established under the Senior Vice President, Policy, Planning and Research (SVPPR) in May 1987, the Geneva Office reported to the International Relations Division (SPRIE), which included the U.N. Offices in New York and Geneva (SPRGE).

The first black binder contains numbered Geneva bi-monthly letters (also referred to as newsletters) sent by Mahmud, the first Representative, from September 21, 1979 to October 29, 1982. A register showing letter number, date, and subject is located at the beginning of the binder. At the back of the binder are 15 unnumbered Washington letters and one unnumbered memorandum (10 September 1979 - 31 August 1982), most of which were sent to Burney by Shirley Boskey, Director, International Relations Department (IRD),in response to issues raised in Burney's numbered reports.

All of the numbered Burney Geneva letters except the first and last were addressed to Boskey. In almost all of the letters, Burney provides full descriptions of discussions and outcomes of meetings and conferences of UNCTAD [United Nations Conference on Trade and Development], particularly the Trade and Development Board of UNCTAD, and GATT [General Agreement on Tariffs and Trade]. In the 17 December 1979 letter, Burney offers his views on the impact of the crisis in Iran on Geneva negotiations and possibly the Bank. Burney's letters describe his involvement with work of the U.N. High Commissioner for Refugees (UNHCR) and various preparatory meetings for the G-77 ministers meeting (1980), the U.N. Conference on the Least Developed Countries (1981), the GATT Ministerial Meeting (1982), and UNCTAD VI (1982). Burney also reported on the reactions from the U.N. and other organizations at Geneva to world events such as the Iran crisis (1979), President McNamara's announcement of his retirement (1980), the Gulf War (1980), Ronald Reagan's assumption of the U.S. Presidency (1981), and President Clausen's early pronouncements as Bank President (1981). Burney included in his letters information gained in informal and formal discussions with country representatives at Geneva concerning the impact of high oil prices and inflation on economies, balance-of-payments problems of developing countries; the absence of developing countries' at management and seniormanagement levels of the Bank; and the withholding of observer status for the PLO at Bank annual meetings. Burney also reported on other formal and informal contacts with representatives of international organizations in Geneva, arrivals and departures of ambassadors, changes in U.N. and GATT officials, and visits with Bank staff attending meetings in Geneva.

Reports from Geneva of the other two Representatives were similar in the kinds of information covered but differed in frequency and format. The Geneva Letters binder of L. Peter Chatenay is divided into three parts: Geneva Office Activity Reports (in the form of memoranda) sent monthly to the Director, IRD, Shahid Javed Burki, 15 August 1983 - 3 July 1985; reports of UNCTAD, GATT, and other meetings Chatenay attended, 12 September 1983 - 30 July 1985 addressed primarily to Burki; and a small number of Washington letters and messages, some undated, received by Chatenay from Burney and others at the Bank, 10 August 1983 - 16 September 1985. The monthly activity reports focused more on general trends, upcoming events, contacts with and observations about the diplomatic community at Geneva, and contacts with Bank visitors to Geneva. The reports of meetings attended describe comments made by Chatenay and other representatives at these meetings, outcomes, and Chatenay's observations and/or recommendations for Bank response.

Wolfgang Siebeck's first report of 21 January 1986 to Burki was in the form of a letter. The next report, simply captioned Geneva Report for April 1986, covered meetings and other developments related to GATT, UNCTAD, the International Trade Center, the International Labor Organization, and a World Bank briefing given by Burki on April 20, 1986 at Geneva for a group of 88 representatives of Permanent Missions and U.N. Organizations. The reports which followed were submitted on a monthly basis, followed the same format, and focused primarily on GATT and UNCTAD. In these reports, Siebeck covered meetings attended, positions taken,outcomes, and his observations.

In his cover memo of 14 November 1986, Siebeck announced a change in the format of the Geneva Report. Attached to the memo were the October/November and November/December reports, both of which focused on preparations for and negotiations at the Uruguay Round. Succeeding reports beginning with January/February 1987 were numbered and covered Uruguay Round meetings/negotiations, UNCTAD VII and other activities. After September 1987, Siebeck's reports from Geneva fluctuatedbetween one month and two months coverage but continued to address the Uruguay Round and UNCTAD VII developments. In his last report (October/November 1989) from Geneva, Siebeck focused entirely on the status of negotiations in individual Uruguay Round groups.

Publication File of Bela Balassa

The series includes reprints of approximately 200 papers and essays authored by Bella Balassa on a wide spectrum of economic and trade issues including development strategy, adjustment policies, tariff policy and taxation, exchange rates and balance of payments, protectionism, and export policy and performance. Most of the papers and essays were initially presented by Balassa at symposia, conferences, institutes, and seminars held in the United States and abroad while he served as consultant to the Bank and as a faculty member at The Johns Hopkins University. A series of papers published between 1963 and 1966 were written while he was on the faculty of Yale University. Also found in the series is a copy of a Le Monde article of 26 April 1990 announcing the award of an honorary doctorate to Balassa by the l'universite de Paris, a copy of a letter Belassa sent to friends concerning the Sorbonne ceremony and other honors, and a copy of an article on Balassa that appeared in the March 1990 issue of The Bank's World.

Records of the Research Projects Approval Committee (REPAC)

This series contains the records of the Research Projects Approval Committee (REPAC) which the Research Policy Council (RPC) established in January 1984 to evaluate and recommend individual research projects for funding from the External Research Budget (later renamed the Research Support Budget [RSB]). The committee's evaluations were to ensure that projects were technically sound, cost-effective, and conformed to the institutional research priorities established by the RPC. To maintain links with theRPC, the Secretary of RPC was the Chair of REPAC. In July 1984, a new position, Research Administrator, was created in the Office of the Vice President, Economics and Research (VPERS); the Research Administrator (RA) served as the REPAC chair and dealt with all matters relating to the Research Policy Council, REPAC, and the Bank Research Advisory Group (BRAG). REPAC consisted of nine Bank staff members, appointed by the Research Policy Council on the recommendation of VPERS.

The REPAC records consist ofofficial requests for Research Support Budget (RSB) funding for research projects, some of which are accompanied by reports from referees, the outside consultants who commented on proposals; minutes of REPAC meetings (filed under correspondence and under rules and procedures); guidelines for evaluating completed projects funded by the Research Support Budget; copies of memoranda establishing REPAC and outlining REPAC rules and procedures; and correspondence which includes memoranda of REPAC decisions regarding requests for funds, incoming requests for additional funding to continue on-going research projects, REPAC correspondence with referees, replies from project managers responding to REPAC funding decisions, and minutes of meetings at which research proposals were discussed.

Subject Files of Geoffrey B. Lamb, Adviser, Policy Development Unit (PRDPD), Policy and Review Department

This series contains files compiled by Geoffrey B. Lamb while he was an adviser in the Strategic Planning Division (SPRSP) of the Strategic Planning and Review Department and, after July 1, 1990, an adviser in and later head of the Policy Development Unit (PRDPD) of the Policy and Review Department (PRD). SPRSP had the major responsibility for generating and drafting the President's addresses to the Annual Meetings of the Bank and the Fund, and more than two thirds of this series consists of files Lamb compiled while drafting the speeches that President Conable delivered at the 1987, 1988, and 1989 annual meetings. These speech files contain numerous drafts of the speeches, much intra-Bank correspondence containing suggestions for the speeches and comments on the many drafts, copies of Bank publications used as background materials, Lamb's handwritten notes from meetings at which the drafts were discussed, and intra-Bank memoranda regarding follow-up action required to ensure that policies and programs outlined in the speeches were, in fact, accomplished.

Other files in the series contain records concerning the Group of Thirty's Study Group on Financing Eastern Europe which issued a 1991 report on the outlook for capital flows into Eastern Europe and the policy issues affecting them. Included is Lamb's correspondence with Richard A. Debs, the chair of the study group; Charles Taylor, the Executive Director of the Group of Thirty; and Wilfried Thalwitz, the World Bank's Senior Vice President, Policy, Research and External Affairs (PRESV), who was a member of the study group. A copy of the published report is included in the files. Items filed under President's Retreat 1989 concern the drafting of a work program and other follow-up work emanating from the January 6, 1989 retreat on the Strategic Agenda Framework. Another file contains intra-Bank memoranda and reports on the relationship between the U.S.S.R. and the Bretton Woods institutions and copies of and comments on a draft of the 1989 article The Soviet Union and the Bretton Woods Agencies written by the Executive Vice President and Director of the Overseas Development Council Richard E. Feinberg. There is also a file concerning the drafting of briefing materials compiled in November 1990 for President Conable prior to his visit to the U.S.S.R.

At the end of the series is a small file (under Guarantees) containing seven memoranda and papers, June 1990-September 1991, from Alfred J. Watkins, a senior economist in the Policy Development Unit, outlining howthe World Bank could use its guarantee powers to facilitate private capital flows to private sector entities in developing countries.

Records of Evaluation of The World Bank Economic Review and The World Bank Research Observer Maintained by the Research Advisory Staff (RAD)

The series includes: Terms of Reference for the 1995 evaluation of The World Bank Economic Review (WBER) and The World Bank Research Observer (WBRO), both of which were first published in 1986; six individual evaluations of WBER and WBRO that were submitted during July and August 1995 to Moshe Syrquin, Editor, The World Bank Journals; and a March 1997 report on WBER and WBRO submitted by Syrquin to Joseph E. Stiglitz, Senior Vice President and Chief Economist, DEC. Syrquin's report included findings of evaluations of the two journals conducted in 1991 and in 1995.

Reading File of the Research Advisory Staff (RAD)

The series consists of documents sent electronically within RAD, to other parts of DEC, and to other Bank organizations by the Research Administrator and other RAD staff concerning the Annual Bank Conference on Development Economics (ABCDE), The World Bank Economic Review, the annual report of the World Bank Research Program, the World Bank Visiting Research Fellows Program (VRFP), research and conference funding, the Working Papers series, and research and conference proposals.

Working File for the Trade Policy Development Project Maintained in the Development Research Group

In November 1999, the World Bank established a new program of international standards, technical regulations, and trade policy with the support of the United Kingdom's Department of International Development's (DFID) Trust Fund. The DFID umbrella Trust Fund project had eight sub-components or projects: WTO 2000 and WBI Core Course developed by the World Bank Institute; WTO Agriculture; Services Trade; Trade Support; International Standards Support; Trade Policy Data System; and Impact Modeling. This file appears to have been initially maintained by Anthony Venables (Manager for Trade, Development Research Group [DECRG]) who was designated Task Manager to administer this three-year Trust Fund project.

Found in the series are copies of electronic messages (e-mails) exchanged in 1998 between L. Alan Winters, then Trade Manager, DECRG with David Batt, Head of DFID about a DFID-World Bank collaboration on trade policy in advance of the next round of World Trade Organization (WTO) negotiations in order to increase understanding of the policy implications and economic impact of standards and regulations on world trade development. A copy of Winter's 21 December 1998 letter to Botts expressing the Bank's interest in a Trade Policy Development Project is in the file. Also in the file are copies of e-mails and notes concerning the preparation process for a Bank Initiating brief for a Trust Fund for the Trade Policy Development Project and a copy of the Initiating brief executed on 29 March 1999 that describes the objectives of the Trust Fund.

In the series are descriptions of each sub-component project approved by DFID for financing, program updates/progress reports, and other project related correspondence including Venable's correspondence with personnel designated as Bank contact points for the sub-projects and with DFID and a copy of a later 2001 facsimile message requesting payment from DFID for expenditures for the period 1 October 2000 to 30 September 2001.

Files Documenting the Review Process for Country Program Papers, Country Strategy Papers, and Country Assistance Strategies in the Development Policy Group (DPG)

This series contains files documenting the drafting and review of Country Program Papers (CPPs), Country Strategy Papers (CSPs), Country Assistance Strategies (CASs) and several Country Strategy Notes (CSNs) and Country Economic Memoranda (CEMs). These files were maintained by the Development Policy Group (DPG) and by its predecessor, the Economic Advisory Staff (EAS). Both units were responsible for shepherding CSPs etc. through the review process.

The small number of items dated prior to the 1987 Reorganization and the establishment of EAS are primarily only copies of Country Program Papers, Special Country Program Papers (SCPPs), or Country Program Notes (CPN) and copies of Postscripts of Operations Policy Subcommittee reviews of CPPs; there are very few memoranda discussing drafts or commenting on the CPP/CPN content. The document copies were forwarded to the Vice President for Development Policy (VPD) and to units within VPD: the Policy Planning and Program Review Department (DPP) and the Program Review Division (PPPR); to the Economics and Research Staff (ERS); and to the Country Policy Department (CPD) in the Operations Policy Complex (OPS).

The more complete files in this series cover the period from 1987 to 1994 and contain records documenting the entire CSP/CAS drafting and review process and the input of EAS/DEC staff into that review process: a draft Initiating Memorandum (IM) or brief prepared by Regional staff and comments on the draft IM from units throughout the Bank; a summary of the meeting in which the draft IM was discussed; a working level draft CSP developed by Regional staff and comments on the draft and minutes of the review meeting at which the draft was discussed; the agenda and minutes of the Regional VP (Loan Committee) review meeting; a revised draft CSP incorporating changes agreed upon in the Regional VP review; the Operations Committee review draft of the CSP with comments on the draft from Regional staff and staff in EAS/DPG/DECVP; an agenda with background information prepared by EAS for the Operations Committee (OC) meeting to discuss the draft CSP; comments forwarded to EAS/DPG on the draft Operation Committee minutes and on the draft CSP; an Operations Committee Postscript written by EAS to incorporate decisions made in the OC meeting and comments received from all units following the OC meeting; the President's Review draft of the CSP or CAS and related comments from Bank units; minutes of President's Review meeting; the President's comments on the CSP following the President's Review meeting; handwritten notes taken by EAS/DPG staff and by the Chief Economist (DECVP) at the various review meetings; news notices and magazine articles (primarily from The Economist, Financial Times, and Far Eastern Economic Review) regarding the country that was the subject of the CSP; internal EAS, DPG, and DECVP memoranda discussing the various drafts and/or commenting on the various review meetings; comments on the CSP/CAS from staff within DEC units, especially the Policy Research Department (PRD), the Research Advisory Staff (RAD), and the International Economics Department (IEC); and correspondence between EAS/DPG staff and Regional staff during the entire drafting and review process. In some cases, the DPG representative who attended the Regional Loan Committee meeting wrote his own post-meeting review to the files. The file on South Africa is an aberration; it contain nothing but news updates on the political situation in South Africa from 1992 to 1994 and one summary of discussionsof the situation in South Africa at a December 9, 1993, meeting of the Executive Directors.

Front Office Records Relating to the 1992 and 1998 Bank Reorganizations

These files were created by Leslie Davis (Leslie Davis Arnold), Program Coordinator for Administration in DEC's Front Office, during the planning stages of the FY 1993 Bank reorganization. They include copies of: briefing papers, memoranda, electronic messages, and other correspondence concerning reassignments within DEC and the Technical Departments; budget allocation and remapping documents; notes and reports from meetings discussing the DEC reorganization; correspondence concerning the reconfiguration of the Country Economics Department (CEC); and DECVP's memorandum of January 19, 1993 announcing CEC's change in name to the Policy Research Department (PRD) and designating it as the principal department in DEC engaged in research affecting the formulation of development policy. Also included as part of Davis' files on the FY 1993 reorganization are correspondence and reports concerning the closing of the Geneva Office by the end of June 1993. Much of the correspondence between Davis with the Administrative Assistant at the Geneva Office, Diane Cunningham, concerns various aspects of the closedown including reactions to the announcement of the shut down, allocation of Geneva Office responsibilities to DEC and to other Bank units, employment issues affecting Bank personnel at the office, the abolition of the Geneva Office support staff, termination of the lease for the office space, and disposition of Bank property at the Geneva Office.

Davis' file for the FY 1998 reorganization includes memoranda, electronic messages, organization charts, copies of kiosk announcements, and other documents concerning the movement of staff resources and dollars, reclassifications and appointments, and proposals for reorganization structure. Also in her file are copies of memoranda exchanged between human resources organizations, DEC department heads, and DEC Front Office staff, as well as Davis' correspondence with personnel within and outside of DEC regarding the reorganization.

Reading File of Bela Balassa

This reading file covers Balassa's work as a consultant for the World Bank from September 1966 to May 1991. Bela Balassa was recruited in 1966 by Irving S. Friedman, The Economic Adviser to the President, as a consultant adviser to the Economics Department of the Bank. Balassa had recently been appointed Professor of Political Economy at The Johns Hopkins University and prior to that was on the faculty of Yale University. Balassa worked closely with Friedman and Andrew Kamarck, the Director of the Economics Department, and later with Hollis B. Chenery after he was appointed Economic Adviser to the Bank President in October 1970.

Through successive Bank reorganizations, Balassa served as a consultant policy adviser and prepared papers at the request of Operations and other Bank units, led Bank missions to developing countries, supervised research performed in Regional offices, and conducted his own research and writing. He served as a consultant in DEC at the time of his death on May 10, 1991.

During theperiod 1966-1970, the series includes Balassa's letters and Back-to-Office Reports for missions to Argentina, Korea, Taiwan, and Israel, letters sent in conjunction with the Development Strategies in Semi-Industrial Countries and Export Promotion in Developing Countries projects, and letters to outside economists invited to attend meetings at the Bank on the Structure of Protection in Developing Countries.

Letters and memoranda for the 1971-1981 period continue to document his duties as Research Adviser to the Economics Department and to the Vice President, Development Policy Hollis Chenery who was appointed the Economic Adviser to the Bank President. Balassa also consulted with Ernest Stern, Senior Adviser, Development Policy and officials of other Bank departments on policy issues and participated in economic or advisory missions. In February 1972 he was transferred to the Development Research Center. Letters and memoranda for the period afterward indicate that Belassa continued to lead or otherwise participate in missions; performed other policy advisory work for Regional Offices, other parts of the Bank, and governments of less developed countries; assisted the Research Committee (later the Research Projects Approval Committee [REPAC]) in panel review of research proposals; provided leadership to the Industrial Development and Trade Steering Group; commented on the quality and distribution of World Bank staff working papers; and conducted his own research and writing

Beginning in 1982, Balassa reported to the Vice President, Development Policy Staff (later Vice President, Economics and Research [ERS]) and to the Director of the Development Research Department. Letters and memoranda indicate his increased involvement in policy advising and operational support both to senior Bank management and Regional Offices and continued participation in missions and in the Research Committee. After the 1987 Reorganization, Balassa reported to the Vice President, Development Economics and Chief Economist (DEC). A copy of an August 4, 1987 report on World Bank Research prepared at the request of the Senior Vice President, Policy, Planning and Research is in the file. A number of letters and reports after that date and continuing through 1991 concern Balassa's review of papers in the Policy, Planning and Research (PPR, later PRE [Policy, Research, and External Affairs]) Working Papers series. Included in the PPR/PRE series were World Development Reports and other papers prepared by organizations within DECVP, IEC [International Economics Department], and CEC [Country Economics Department].

Throughout the series are copies of papers Balassa prepared at the request of the Board and Bank offices, copies of research papers and lectures prepared for Bank-IMF sponsored conferences and for meetings of international organizations, reports prepared after returning to the Bank from outside meetings on economic issues and trade policy, and letters concerning his books and other publications.

World Debt Tables and World Economic Indicators

The earliest World Debt Tables in the series were prepared by the Comparative Data Division, Economics (later Economic Program) Department. The tables were developed from data received from deBTOr countries supplemented by data from other sources. These tables were periodically updated and supplemented; data used in some updates are part of the series. The Economic and Social Data Division, Economic Analysis and Projections Department of the Development Policy Staff succeeded the Comparative Data Divisionin issuing World Debt Tables.

Included in this series is the first World Economic Indicators report that was transmitted with a November 2, 1973 explanatory memo from Bank President Robert McNamara. The purpose of the report was to assemble data for use by Bank senior staff and the Board relating to major trends in the world economy and to describe major features of the economic situation in developing countries.

Memoranda and Issuances Relating to the Reorganization of 1972

Contained in this series are memoranda and copies of Bank-wide issuances concerning the Bank's Reorganization of 1972 as it affected the Economics Department and, after the reorganization, the Development Policy Staff. The notebook appears to have been maintained first by P. D. Henderson and, after the reorganization, by Alexander Stevenson, the Director of the Development Economics Department (DED). Among the contents are: November 1971 memoranda to Henderson from Economics Department managers with their thoughts on possible future organizational structures for the Bank; copies of December 1971 memoranda from Mohamed Shoaib (chair of the Organization Study Steering Committee) and Hollis B. Chenery to President McNamara with their reorganization ideas; Henderson's notes from the December 22, 1971 meeting of the President's Council; McNamara's January 7, 1972 announcement of a study of the Bank's organization and procedures; Henderson's correspondence from McKinsey, the consulting firm which helped with the study; a copy of the July 13, 1972 memorandum outlining the views of Mahbub Haq and Ernest Stern regarding the Bank's policy function; a copy of E. Lerdau's July 24, 1972 comments on Haq's and Stern's views; the August 10, 1972 announcement of the first phase of the restructuring; memoranda from various managers of the Central Economic Staff (CES) to Henderson with ideas as to how to reorganize CES; Henderson's September 30, 1972 draft of a memorandum from Hollis B. Chenery to President McNamara concerning responsibility for sector development policy; the October 16, 1972 announcement of the Development Policy Staff's organization; and other memoranda further refining the organization and staffing of the Development Economics Department in the Development Policy Staff.

Commodity Files of the Director, Development Policy

These files were compiled by the Senior Adviser whose title became in April 1974 Director, Development Policy. That position was held by Ernest Stern from 1972 to September 1975 and by Attila Karaosmanoglu from October 1975 to June 1979. The files include correspondence, reports, studies, publications and policy papers regarding commodities and Bank policy towards specific commodities. Topics covered include Bank policy for financing the production of a specific commodity, Bank policy on publication of information on commodities, commodity price forecasts and stabilization, and analysis of world production and demand for a commodity.

Policy Review Committee Files of the Director, Development Policy

These Policy Review Committee (PRC) records were maintained by the Senior Adviser whose title became in April 1974 Director, Development Policy, positions held by Ernest Stern from 1971 to September 1975; by Attila Karaosmanoglu from October 1975 to June 1979; and by E. Bevin Waide from July 1979 to 1982. A file typically contains a copy of a policy document or issues paper; minutes of the PRC staff review meeting and/or the PRC meeting at which the paper was discussed; and often background materials documenting the development of a policy paper before it reached the PRC including: comments on the draft paper from Development Policy staff and staff throughout the Bank, copies of memoranda between the Director, Development Policy and President McNamara and VPD Chenery, intra Development Policy Staff correspondence, and copies of Back-to-Office Reports forwarded to Stern or Karaosmanoglu.

Director, Development Policy Ernest Stern's Correspondence with President McNamara

This series contains the memoranda that Ernest Stern exchanged with President McNamara while he was Senior Adviser (later Research Adviser) and, beginning in April 1974, Director of Development Policy in the Office of the Vice President, Development Policy. The records consist of copies of Stern's memoranda to McNamara or to his immediate staff; copies of memoranda to McNamara from other Bank staff, especially VPD Hollis Chenery, that were copied to Stern; Stern's memoranda to Bank staff that were copied to McNamara; and memoranda and notes from McNamara or members of his staff to Stern. In many cases, Stern's original memoranda to McNamara were returned to him marked with the President's annotations or with a red stamp indicating President has seen. Stern's correspondence in this file predates his official appointment in VPD on November 1, 1972. Stern's memoranda transmit comments on papers prepared by Bank staff, suggestions for topics to be covered in briefing books prepared for the President, drafts of Presidential speeches, drafts of letters for the President's signature, and comments on correspondence received by McNamara.

The correspondence covers a wide-range of subjects: cooperation with the IMF; the establishment of the Development Committee and the Interim Committee; the Bank's response to the energy crisis; and the establishment of the Intermediate Financing Facility or Third Window. Filed at the end of the series are three items belonging to Stern's successor, Attila Karaosmanoglu: two October memoranda Chenery sent McNamara and copied to Karaosmanoglu and Karaosmanoglu's December 31 draft outlines for McNamara's annual speech.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC) Concerning the Development of the Poverty Reduction and Economic Management Network (PREM)

In early 1996, Masood Ahmed began a transition from the position of the Director of International Economics Department (IEC) to Vice President of the Poverty Reduction and Economic Management Network (PREM). The IEC was terminated within the DEC Vice-Presidency in July 1997, and PREM was launched in July 1997. The DEC VP oversaw much of Ahmed's transition into PREM, primarily because a large portion of IEC, its subordinate department, was absorbed by the new network, and DEC was re-organized as a result. This series consists of records from this transition period, and Ahmed's involvement in planning and implementing PREM.

The series consists of chronological files, including communications between Ahmed and the DEC Vice-President Joseph Stiglitz. The records primarily relate to: the re-organization of DEC with the closure of IEC; PREM's possible collaboration with or inclusion in DEC; updates on the planning of PREM; and what functions and actions will be mapped into potential sector departments in PREM. These records date from December 1996 to June 1997. Additional chronological files consist of correspondence and memoranda related to various discussions, topics, and meetings concerning PREM's launch, and administrative structure. Ahmed's handwritten notes are also interfiled among the chronological files. These records date from November 1996 to December 1997.

The second part of the series contains records related to PREM planning meetings and retreats. These records concern the Operations Vice Presidents (OVPs) -meetings and retreats attended by Network Heads from other newly launched networks. The OVP meetings records contain: agenda and meeting minutes; correspondence; memoranda; budgeting reports; business plan reports for each network; and network update reports for various meetings and retreats from December 1996 to August 1997. Separate subject files for the other two networks involved in the OVP meetings (Environmentally and Socially Sustainable Development Network [ESSD] and the Human DevelopmentNetwork [HDN]) are also included. Other planning materials relate to: development of sector departments and boards; development of PREM functions; short-term outputs for the PREM launch; development of PREM technical standards; budgeting for PREM; development of PREM knowledge and information infrastructure; and development of PREM evaluation and monitoring. These meeting records include agenda and meeting minutes, memoranda, correspondences, and handwritten notes. PREM produced reports, business strategy plans, and printed presentation slides are also included. These records date from January 1997 to December 1997.

The last part of this series includes records related to selection of management for PREM and mapping of staff for potential sector departments. These records consist of Ahmed's handwritten notes; potential candidate lists; background information, including CVs and biographical information; memoranda; agenda and meeting minutes from selection management meetings; and correspondence discussing candidates. Some of the records relate to the Poverty and Social Policy Department (PSP). This department briefly fell under the IEC's supervision following the closure of the Human Capital Development Vice Presidency (HCD) in December 1996. The PSP became the Poverty, Gender, and Management Units (PGP) during this short period in the first half of 1997. PGP staff was eventually mapped into the new sector departments of PREM. The PSP records discuss this staff mapping from PGP into PREM and also the absorption of past PSP functions and activities into PREM. Similarly, mapping and management selection records discuss disbursement of staff from Ahmed's own IEC, which was closed in mid-1997. PREM additionally mapped and selected candidates from other sources. Records related to the Bank Human Resources and management selection meetings discuss potential candidates and selection procedures. The mapping and management selection records are dated January 1997 to December 1997.

Correspondence Files of Masood Ahmed, Director, International Economics Department (IEC)

This series, which contains the incoming and outgoing correspondence of Masood Ahmed, consists of five parts.

The first set of files (7 linear feet) is correspondence for the periods December 1, 1993 - February 28, 1995 and March 16 - December 31, 1995 containing both incoming and outgoing correspondence for the periods December 1, 1993 - October 31, 1994 and August 1995. The files for November 1994 -July 1995; and September - December 1995 primarily contain only copies of outgoing correspondence. In most cases, the enclosures to outgoing mail are included.

The second part of the series (3 linear feet) is the general correspondence for August 8, 1994 and September 19, 1994 - December 30, 1995. A number of the items in these files are duplicated in the first set of correspondence described above. The correspondence is primarily with World Bank staff, and most consists of a copy of the incoming letter with Ahmed's handwritten reply. Almost all are electrostatic copies rather than the originals. The typedoutgoing copy of Ahmed's reply is not always attached but generally can be found in the first set of files.

The general external correspondence forms the third part of the series (1 linear foot) with records dating from September 1994 to December 1995 with two documents dated June 7, 1994 and August 30, 1994. These files contain Ahmed's correspondence with individuals or organizations external to the Bank or his correspondence with IEC staff that concerned issues external to the Bank. A large portion of the files consists only of electrostatic copies of the covers of non-Bank reports or publications that were sent to Ahmed and that he then forwarded to a Bank staff member or circulated to the IEC managers. Other documents in the files are memoranda from IEC staff concerning external-Bank issues; copies of Ahmed's letters sent to or received from non-Bank personnel; intra-IEC memoranda concerning attendance at a non-Bank conference or arranging for visits of non-Bank staff to IEC; Ahmed's memoranda to IEC staff regarding his meetings with non-Bank individuals; and requests for copies of IEC reports or publications. Many of the letters and memoranda are electrostatic copies rather than the originals.

The fourth group (5.42 linear feet) consists of printouts of incoming e-mail, September 11, 1994 - December 31, 1995, primarily from World Bank staff, but some e-mails are from staff of the Organization of Economic Cooperation and Development (OECD), the International Monetary Fund, and the Development Assistance Committee (DAC).

The final set (1.66 linear feet) includes printouts of outgoing e-mail, September 12, 1994 - December 27, 1995. Some printouts of incoming e-mail are filed with the related outgoing message and are duplicated in the set of incoming e-mail.

Front Office Quarterly Monitoring, Mid-Year, and Retrospective Review Reports

Most of these copies of DEC 's Apex, Quarterly Monitoring, Mid-Year, and Retrospective Review Reports were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. The FY 92 Apex Reports were submitted after the end of the first quarter to the Policy and Review Department (PRD) before that unit was abolished in the 1992 reorganization. The FY 92 DEC Apex Reports described the status of DEC's implementation of the FY 1992 PRE [Policy, Research and External Affairs] Management Contract, compared quarter outcomes with the original plan in the Contract, described major activities/accomplishments by program objective category (POC), and described the status of EDI's development training program and EXT's [External Affairs Department] public information work and publications program. The report also commented on cross-cutting topics such as private sector development, environment, poverty, and women in development.

In FY 93, the Apex Reports were renamed Quarterly Monitoring Reports and, similar to the earlier Apex Reports, described progress of DEC departments against their individual Management Contracts and commented on cross-cutting topics. Guidance memoranda, divisions' submissions, and other related correspondence are found with the Monitoring Reports submitted to the Director, Planning and budgeting Department (PBD) following the First (FYs 93 - 95) and Third (FYs 94 - 97) Quarters of the fiscal year.

DEC's Mid-Year Review Reports (FYs 92 - 94, 96, 97) were prepared to provide bases for estimating whether fiscal year objectives and plans would be achieved. They covered structural changes within DEC and cross-support activities and compared first-half of the year performance of the DEC Departments and other units to the Management Contracts. Sometimes the Mid-Year Review Reports were accompanied by requests to PBD for additional funds for the second half of the fiscal year for programs included in the Management Contracts.

Retrospective Reviews (FYs 92 - 96 and FY 99) were conducted for DEC organizations after the close of a fiscal year. They provided Department Directors and the Vice President opportunities to compare organizational performance against the fiscal year budget plan or management contract, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level. The reports, which were submitted to PBD/PBDPR [Program and Budget Review Division], provided an overview of the implementation of the past year's work program, highlights of program activities, services to other parts of the Bank, and dissemination activities.

At the beginning of FY 97 the Mid-Year and Retrospective Review Reports were replaced by Semiannual Reports on Monitoring the Bank's Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty.DEC submitted data to PBD for retrospective reporting and, in addition, DEC provided a brief retrospective narrative report describing steps taken to deliver on the Compact. The FY 99 Retrospective Review consisted of: a review of progress under the Strategic Compact; a review of focus areas and major programs and activities; and budgetary information.

Davis also maintained a copy of the Country Economics Department's (CED) Black Book, which was developed at the end of FY 92. The black Book includes a completion report on each of the research or policy tasks completed by CED during that fiscal year, a summary linking work completed in FY 92 to the FY 93 work program, and a list of CED FY 92 publications.

Front Office Records Relating to Special Programs and Issues

This series consists primarily of files maintained by Lesley Davis Arnold, Program Coordinator in the DEC front office, 1993 - 1997. Her records concern special programs and issues affecting DEC, such as the DEC Action Plans for Women for FY 95 - 97; DEC's input into plans for the World Bank's 50th Anniversary; DEC presentations and briefings; matters concerning the Board of Executive Directors; and DEC's performance plan for FY 97 (filed under Planning Directions). Among the files for DEC's Action Plans for Women are Lesley Davis Arnold's correspondence regarding: DEC's Advisory Group on Gender of which she was a member; special funding available for first-time women consultants in DEC; plans for celebrating International Women's Day; and meetings of the Vice Presidential Unit Gender Coordinators and of the Local-Level Harassment Advisors (LHA). The files relating to the Board of Executives Directors include schedules of the major DEC papers and reports that required Board review. Files under Presentations include copies of the briefing materials Michael Bruno used in his March 1995 presentation to President Wolfensohn and a copy of his statement to the Executive Directors in December 1994. This series also includes five memoranda dated November 3 - 9, 1992, relating to plans for the 1993 reorganization as they affected DEC. Included is a copy of Lawrence Summers' November 9, 1992 memorandum regarding his vision for research on sectoral issues.

Reading File of the Front Office Staff, Office of the Vice President, Development Economics and Chief Economist (DECVP)

The series consists of documents sent electronically within the Front Office, to other parts of DEC, and to other Bank organizations by economic and statistical advisors and other staff. A few of the documents were sent by Mark Baird, DECVP [Director, Development Policy]. Included are comments on Country Assistance Strategy (CAS) papers, Initiating Memoranda (IMs) for loans and credits, Initial Executive Project Summaries (IEPS), the Unified Survey, and other papers received for review. Paris Club meetings are the subject of some of the documents.

Files Regarding the Publication and Dissemination of Research Products

The files in this series contain correspondence, reports, and other records establishing policies and procedures for the publication and dissemination of World Bank research products. The files were maintained successively by the Development Policy Staff (DPS), the Economics and Research Staff (ERS: primarily by Research Administrator Deepak Lal and Policy Advisor Dennis N. de Tray), and finally by Research Administrator de Tray in the Policy, Planning, and Research Staff.

Subjects covered include: the establishment and funding of the Bank Research Documentation Center (BRDC) as the primary depository of research documentation on projects funded by the World Bank Research Program, 1980 - 1984; the selection of topics for the next several editions of the World Development Report, 1985 - 1988; the costs of producing the Bank's main periodicals on research, 1986; and general discussions of the types of publications best suited for the dissemination of information about the research program. Specific documentsin the files include: copies of key documents (Terms of Reference; agenda and minutes of meetings), 1985 - 1987, for the Comparative Studies Coordination Committee and its successor, the Research Coordination Committee; the July 1984 draft of the report of the Committee on Economy-wide Modeling in the Bank (filed under Model Review Committee); a copy of Bela Balassa's August 1987 Report on World Bank Research and the voluminous comments from Bank staff on that report (filed under Review of Bank's ResearchProgram); briefing papers used in an ERS presentation by ERSVP Anne Kruger to the Executive Directors, December 1986; correspondence and intra-DPS and ERS memoranda outlining policies concerning the publication of products of the Bank's staff (filed under Publication Policies); and a copy of the October 1984 preliminary report of the Subcommittee of BRAG [Bank Research Advisory Group] on dissemination of the Bank's research output (filed under Research Dissemination).

Minutes, Agenda, and Other Records of the Research Policy Council (RPC) and the Bank Research Advisory Group (BRAG)

This series contains the minutes, agenda, and other records of the Research Policy Council (RPC) and the Bank Research Advisory Group (BRAG). Based on the recommendations in a report on the management of Bank research which was produced by a study team under the auspices of the Organization Planning Department (OPD), President A. W. Clausen established the RPC on August 2, 1983 to provide overall leadership in the guidance, coordination and evaluation of all Bank research. Anne Krueger, Vice President, Economics and Research Staff (VPERS), served as chairperson. The RPC records in this series consist primarily of agenda and minutes of meetings, August 1983 - February 1987. Filed with some of the agenda are copies of the issues papers to be discussed at the meetings. Included with the records are: a small file of May 1987 intra-Bank memoranda regarding the Internal Audit Department's proposed review of the comparative studies program, and memoranda and issuances, August 1983 - October 1985, outlining the role of the RPC and how it changed the role of the Research Committee. There is also a copy of the minutes of the first meeting (November 19, 1987) of the Research and Publications Policy Council (RPPC) which replaced the RPC.

The Bank Research Advisory Group (BRAG) was established by the RPC to advise it on a wide range of Bank views on research issues of interest to the Council and to assist the RPC in formulating institutionally relevant research priorities. Anne Krueger (VPERS) chaired BRAG and appointed its members after consultation with the RPC. The BRAG had a membership of 20 senior Bank staff chosen so as to ensure a wide representation of perspectives. The Secretary of the RPC was also an ex-officio member of BRAG. The BRAG records in this series consist of: lists of the BRAG members; Anne Krueger's correspondence with members, February-August 1984; copies of key documents establishing BRAG and outlining its duties; and agenda and minutes of the two BRAG meetings, April 12, 1984 and October 4, 1984. Filed with the agenda are copies of documents to be discussed at the meetings, including a copy of the October 1984 report on dissemination of the Bank's research output that was prepared by a BRAG subcommittee, chaired by C. Michalopoulos.

Copies of Articles, Lectures, and Speeches Authored by Anne O. Kreuger

This series contains copies of 30 articles, lectures, and speeches authored by Anne O. Kreuger, Vice President, Economics and Research (VPERS). In some cases, the title page indicates at which conference or seminar the paper was delivered or in which periodical it was to be published.

Records of the Economics and Research Staff, Departments, and Divisions

The files in this series contain correspondence, reports, and publications documenting the economic analysis and research work of the Economics and Research Staff (ERS) and the two ERS departments: the Economic Analysis and Projections Department (EPD) and the Development Research Department (DRD). Most of the correspondence was sent or received by the Director of EPD and by staff in the EPD divisions, but there is some correspondence of the Vice President of ERS and of the DRD staff. The correspondence concerns commodity price forecasts, economic and social data generated by ERS, international trade, external debt of developing nations, and comments on drafts of the World Development Report (WDR) and on background papers prepared for the WDR. Specific documents and publications include: Back-to-Office Reports from ERS staff attending conferences or undertaking missions to analyze a specific industry; copies of the commodity handbooks issued by the Commodities and Export Projections Division (EPDCE); quarterly reviews of commodity markets; publications on commodities from the Commodity Studies and Projections Division (EPDCS); copies of the 1984 - 1986 annual reports on the World Bank Research Program; the EPD's User's Guide on World Bank Trade Data System issued in October 1985; and a June 1984 draft of the Pfeffermann Committee's Report on Economy-Wide Modelling in the Bank.

Research Files of the Economic Analysis and Projections Department (EPD)

This series contain files for two research projects conducted by EPD staff. Research Project No. 672-32: The Direction of Developing Countries' Trade: Patterns, Trends, and Implications was begun in 1980 in the International Trade and Capital Flows Division (EPDIT) and completed in 1987 under the Global Analysis and Projections Division (EPDGL). Oli Havrylyshyn and Martin Wolf (and later Peter Miovic) were the principal researchers. The project files include the original research proposal, a request forsupplementary funds, Back-to-Office reports from project-related missions, a status report, copies of Havrylyshyn's and Wolf's articles related to the project, a completion report, and a project evaluation. The second project, which was conducted by Iveta Bebris of the International Finance Division (EPDIF) in 1977 - 1978, was a Comparison of the Reporting of Loans from Financial Markets in the DeBTOr Reporting System (DRS) and the Capital Market System (CMS), 1973 - 1976. The project file includes a summary of the findings and a comparison of data from the two systems for the 26 countries covered by the study.

Files Relating to ERS Reviews of Documents Disscussed in Meetings of the Loan Committee, the Operations Policy Subcommittee, and the Operations Policy Committee

This series contains five sets of files that the Economics and Research Staff (ERS) compiled while reviewing proposals and developing the ERS position on proposals (for loans, credits, Country Policy Papers, Country Strategy Papers, and Policy Framework Papers) that were considered primarily by the Loan Committee but also by the Operations Policy Subcommittee (OPSC) and, beginning in September 1986, by the Operations Policy Committee (OPC).

  1. The bulk of the series (1.5 linear feet) contains country files, dated 1985 to 1987 and arranged alphabetically by client country and thereunder chronologically. The file for a particular country contains, at a minimum, the agenda and/or minutes of the committee meeting at which a proposal was discussed. The minutes include a summary of the proposal but not the complete text. Other documents in a typical file include intra-ERS memoranda analyzing a proposal and containing recommendations regarding the position ERS should support; a briefing note summarizing the ERS position; an ERS staff member's report on the meeting, providing information to supplement the official minutes; memoranda from the ERS staff to Regional or sector staff clarifying the position ERS took on the proposal in the committee meeting; other correspondence between ERS and Regional staff; and some Back-to-Office Reports from ERS staff who took part in negotiations with the client country. Filed under Rwanda/SAVEMS is a small collection of statistical tables (titled Selected Analytical Variables for Economists and Managers), 1985 - 1987, arranged by client country that the Country Analysis and Projections Division (EPDCO) of ERS generated on 28 countries.

Filed at the end of the series are four small collections of files. Many of the items in these files are duplicated the country files.

  1. A set of files concerning Country Policy Papers (CPPs), arranged alphabetically by client country and dated February 1984 - January 1987. For Bolivia and Jamaica, the files refer to Divisional Country Briefs (DCBs) rather than CPPs. The file for a particular country typically includes an agenda for the Operations Policy Subcommittee (OPSC) or Operations Policy Committee (OPC) with comments on major policy issues in the CPP that were identified by the Country Policy Department (CPD) and the Planning and Budget Department (PBD); a Postscript of the OPSC or OPC meeting at which the CPP was discussed; and a memorandum forwarding the CPP to the Managing Committee of which the Vice President of ERS was a member. In most cases, the complete CPP is not in the file, but most files do include intra-office memoranda and briefing notes from ERS staff.

  2. A set of minutes of the Operations Policy Subcommittee and, beginning in November 1986, of the Operations Policy Committee, arranged chronologically and dated September 1986 - April 1987. The meetings were held to discuss Policy Framework Papers (PFPs) and most are Structural Adjustment Facility PFPs. Attached to the minutes are summaries of the PFP provided by the Director of the Country Policy Division, but complete PFPs are not found in the files.

  3. Agenda and Minutes of Loan Committee meetings arranged by Region and dated September 1984 - May 1987. Included with the agenda are summaries of the proposed loan or credit provided by the Director of the Country Policy Department.

  4. Agenda and Minutes of Loan Committee meetings and Operations Policy Committee meetings, arranged alphabetically by country and dated April 1985 - April 1987. The OPC meetings dealt with Structural Adjustment Facility Policy Framework Papers, Country Policy Papers, and Divisional Country Briefs. This file also includes briefing notes stating the ERS position on a proposal and post-meeting notes from ERS staff supplementing the official minutes.

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