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Director and Front Office records

Series consists of records created and maintained by the front office of the Human Development Network, Education Team (HDNED) and predecessor units between 1964 and 2013, beginning with the Education Department (EDP) in existence from 1968 to 1972. The records document management oversight and strategic planning; directing research, policy work, and sector programs; managing the Bank's relationship with external partners in the sector; and, to a lesser extent, donor coordination activities. The records also provide information about the units' structure and communication between the director and advisers in the front office. The department's front office initially consisted of a senior adviser, economic adviser, implementation adviser, training adviser and education adviser from at least 1968 until the creation of the functional units, later divisions, under the Education Department (EDC) beginning in July 1977. The Training Unit (EDCTR) was established in 1977 followed in July 1983 by the Education Research Program (EDCRS), Education Operational Policy Program (EDCOP), and Education Project Related Training Program. The units were elevated to divisions in 1985 led by division chiefs and acronyms were changed. This structure changed again in the 1987 Bank-wide reorganization and the formation of the Population and Human Resources Department, Education and Employment Division (PHREE).

Records cover the tenure of the following directors: Duncan Ballantine (tenure 1964 - 1977); Aklilu Habte (1977 - 1987); WadiD. Haddad (1987 - 1988); Maris O'Rourke (1995 - 2000); Ruth Kagia (2001 - 2008), and Elizabeth (Beth) M. King (2009 - 2014). There is a gap in the records of directors and managers between 1989 and 1994. The tenures of O'Rourke and Kagia are the most widely represented. Between 2000 and early 2001, Senior Advisers Bruno LaPorte and Marlaine Lockheed served as acting directors, and they are also creators of records in this series.

The series is comprised of subject files, chronological files, and a small number of briefing books for the Bank's senior officials. A sizeable portion of the subject file records reflect the development and oversight of the sector's policy, research, and training programs and activities, particularly in the early period between 1965 and 1988. The earliest records consist of correspondence and data sheets related to diversified secondary curriculum (Discus) projects (1964 - 1976).

Education policy

The series includes records related to the preparation, dissemination, and promotion (1974 - 1980) of the 1979 Education Sector Policy (PUB2680). Files were created and accumulated by EDC Director Aklilu Habte, Implementation Adviser David H. Lewis, Senior Adviser Mats Hultin, and others. There is some overlap amongst these files maintained by various personnel in EDC with separate roles in the development of the policy paper. Internal memoranda are between senior management and staff, regional educational divisions, and other Bank staff regarding comments on the sector paper and internal discussions on developing stronger policy for the sector, and discussion on work program and priorities. There are also cables and incoming and outgoing letters with colleagues external to the Bank documenting their collaboration on reviewing the drafts and responses to external requests for policy information and previous publications.

The policy paper correspondence is filedwith draft outlines, data tables, preliminary and final drafts of chapters for discussion, Policy Review Committee revised version and committee minutes, list of commenters including a summary of seminars and discussions held on the draft, draft foreward prepared for President McNamara, summary of Board discussion on sector policy paper, copy of the bound publication issued September 1979 and a copy of the earlier sector policy paper published in 1974.

The Education Sector Policy dissemination and promotion records include: prepared remarks by Habte (October, 1979); memoranda regarding discussion of the policy at a regional senior staff meeting; draft and final board paper on cooperation between the World Bank and other organizations in the education sector in follow up to the sector paper; copies of press releases in English, Spanish, French, and Arabic; and copies of articles, journal and book reviews, and editorials documenting reactions to the policy. There is also a substantive 1980 report submitted by Wadi D. Haddad to Habte, summarizing procedures followed in the preparation of paper, consultations, policy gaps and procedure for future policy work, and proposal for a policy information system.

The sector policy files also include reference to the External Advisory Panel appointed by President McNamara in 1977 to review the status of education in the developing world including the Bank's education and training projects and recommend areas for future action. Files contain copies of memoranda from Vice President, Central Projects Warren C. Baum to Vice President of Operations (SVPOP) Ernest Stern regarding the panel report which contains Stern's notations. There is also correspondence addressed to panel Chair David Bell, Ford Foundation detailing external individual's comments on the 1978 panel report and items for discussion with the panel prepared by Habte.

Other records relate to the Task Force on Issues and Strategies for Meeting Needs of High-Level Agricultural Training in Africa (1986 - 1987) including Terms of Reference, meeting summaries, draft and final reports, and draft report and progress report regarding the Special Program for African Agricultural Research (SPAAR) initiated by the Bank to bring together multilateral and bilateral donors to develop a special program on agriculture research. These records were mostly accumulated by Education Policy Division (EDTPD) Operations Adviser Ralph W. Harbison and EDTPD Agriculture Education and Training Adviser J. Price Gittinger.

Sub-Saharan Africa education policy

Records also relate to the development, collaboration, and dissemination of the Bank's Sub-Saharan Africa education policy paper (1982 - 1988). Background preparation included the formation of an External Advisory Panel to advise on the policy paper. There are memoranda between Habte, Haddad, Policy Division Senior Economist Peter R. Moock and Adviser J. Price Gittinger concerning Gittinger's attendance at a meeting of donor agency representatives to discuss the implications for donors of education in sub-Saharan Africa. There are also: Terms of Reference and other records related to a meeting of the advisory panel and seminar program in Dijon, France in 1985 attended by Habte and other staff from EDT, the Regions and other Bank divisions; Dijon meeting background reports and World Bank Staff Working Papers by various authors; consultants' papers, and back-to-office report (BTOR). Other records are related to the African ministers of education meeting in 1987 attended by PHREE Division Chief Haddad, and conference of European donors to education in 1987 attended by Moock that includes a conference report and BTOR.

Correspondence and other items also pertain to the dissemination of the Sub-Saharan African education policy paper largely handled by Moock. There are letters to government officials from Wadi Haddad Chief, Education and Employment Division, (PHREE). 1987. The paper issued in 1988 was titled "Education in Sub-Saharan Africa: policies for adjustment, revitalization, and expansion".

Project Related Training program and other training seminars and activities

The series contains records of the front office and divisions (1980 - 1987) regarding training programs and seminars organized by the sector, some in collaboration with other Bank divisions. Records primarily document staff training programactivities of the Project Related Training Division (EDTPT, in existence 1983 - 1986). Most of these records were maintained by the front office for reference purposes and contain copies of training material.

There are several seminar files that contain a schedule or agenda, list of participants, course materials consisting of concept papers and case studies, and evaluation form. Topics of seminars include issues in education projects, tools for sector analysis, financing of education, education policy analysis, mass communication, and others. Three training files relate to a staff seminar on preparation and design of project-supported institutional development components and contain handouts, outlines, exercises, case studies, and evaluation form. There are also draft seminar modules for a seminar in agriculture projects, project related training and institutional development in agricultural lending training material, BTORs of senior training advisers, and announcement memoranda to other Bank departments.

Records of Senior Adviser Richard K. Johanson, Director's Office (EDTDR) and others contain reports in the form of memoranda addressed to division chiefs including evaluation report on staff seminars and training, and summary of a Bank seminar on the quality of education in development countries with a list of consultants and credentials, agenda, session outline, and keynote address. Also included are a seminar report, background papers and externally printed material on a school quality and education project management course developed under Implementation Adviser Adriaan Verspoor.

Research program

A small volume of research program records relate to the International Fund for Education Research (IFER, 1973 - 1984). Included are internal memoranda within the Education Research Program unit (EDCRS), BTORs, Terms of Reference, and outgoing letters from EDC Senior Sociologist and later Chief, Education and Training Design Division, Education Development Institute, Stephen Heyneman. Correspondence discusses budget allocation, paper proposals, financial assistance to countries, and comments on the education research strategy paper.

There is a large bound volume of correspondence (1973 - 1979) consisting mostly of internal memoranda of Senior Adviser Mats Hultin and copies accumulated including memoranda from Vice President Ernest Stern to President McNamara regarding the Bank Group research program and education research activities. Memoranda is also addressed to Director Ballantine including an original memo from the Development Policy vice president. Draft research project papers (RPO), Board reports, and project proposals are also filed in the volume.

Also included is a file on a joint United Nations Educational, Scientific, Cultural Organization (UNESCO) Bank education study with background papers (1973).

Knowledge and information products

Series contains World Bank Education Newsletters (WBEN, 1986 - 1987) issued beginning in April 1986 to report on challenges of education investment and Bank efforts to support education. The newsletters were edited by EDTDR Senior Adviser Richard K. Johanson. The newsletters inform about news of country policies, summary of education projects, recent papers and books published, education research updates, and policy notes features. The file also contains memoranda from Johanson.

A retreat file contains background papers and publications that are mostly external.

HDNED Subject files

Also included in this series are subject files maintained by Human DevelopmentNetwork, Education Team (HDNED) Directors O'Rourke and Kagia from 1995 to 2004 mostly relating to unit activities and programs and the strategic direction of the sector and its partnerships and global programs. A single item dated 1973 is a copy of an education project appraisal in Costa Rica found in the 2002 file pertaining to education and technology. Correspondence includes mainly internal memoranda, letters, and hard copy emails. There are memoranda from Kagia to the Bank managing director regarding partnership proposals and hard copy emails concerning the arrangement and proceedings of meetings. Other records filed with the correspondence are internal draft and final reports or concept papers, some annotated; report outlines; agenda, list of participants and reports from various conferences; Poverty Reduction Strategy papers (PRSP); lists and inventory of Human Development Network (HDN) and partnerships; education action plans outlining country information and goals and progress; press releases; and speeches. Topics covered in the files include but are not limited to: Dakar World Conference outcomes; sector lending; grant and trust funds for education; partnership selectivity and oversight; and user fees.

Several subject files relate to the Education for All Fast Track Initiative (EFA-FTI) program and reflect the sector director's support to, or representation at, high level program or partnership meetings, conferences, and working groups. Records include a briefing note and talking points for Bank President Wolfensohn prepared by Kagia, meeting summaries of the G-8 Education Task Force and PRSP Task Force, and committee activities and comments regarding an EFA concept note and financing paper. Also included is a file on the EFA-FTI donors meeting (2002-2003) coordinated by the sector director's office which contains correspondence prepared for the vice president, HDN regarding FTI funding and donor pledges, presentations, agenda, list of participants, and draft summary of discussion and agreements.

Other HDNED subject files relate to the delivery of presentations or addresses given by the director at Bank meetings or externally organized events. Several of these files contain transparency slides and, occasionally, the hard copy presentation and notes on topics such as the Bank's role and strategy for education (1998).

HDNED Director chronological files

Series also consists of mostly outgoing chronological correspondence records that reflect the wide range of management and liaison functions of MarisO'Rourke (HDD senior advisor and later HDNED director, tenure 1995 - 2000), HDNED Director Ruth Kagia (2001 - 2008) and HDNED Director Elizabeth (Beth) M. King (2009 - 2014). There is a gap in correspondence in 2008 which could be the result of Kagia's promotion to country director in the Africa Regional Vice Presidency in August 2008. King's correspondence as director covers her tenure only until 2013.

Correspondents within the records include other Education Sector colleagues, Bank staff in the regions and the Office of External Relations, government officials, United Nations agency officials, and representatives of other external organizations. The correspondence covers various topics such as: visits with education professionals and academics; responses to invitations to conferences and UN governance meetings; comments on external education reports and initiatives; proposals for collaboration or Bank funding; external projects in member countries; small grants program; supervision of project components; sector strategy concept paper and sector policy; research projects; consultants' activities; staffing; adult learning, girls education, and other thematic areas; database development; the Education for All (ETA), Fast Track Initiative (ETA-FTI) and the Bank's Learning for All programs, and ETA-FTI successor, the Global Partnership for Education (GPE).

Correspondence is in the form of all-in-1 notes and email hard copies and incoming and outgoing letters and is sometimes filed with various records such as: trust fund agreement copies; draft and final discussion papers; program or study proposals; meeting or conference agenda and outlines; BTORs; summaries of meetings or conferences attended; speeches and statements; curriculum vitae (CVs); copies of external articles; United Nations agency reports; and other external annual reports.

The series also contains external correspondence files (2000 - 2007) concerning replies prepared for the Office of the President and Office of the Vice President and Head of Network (HDNVP). These files contain correspondence logs or cover sheets indicating correspondence details and action instructions that are filed with the original incoming letters mostly addressed to Bank Presidents Wolfensohn and Wolfowitz, and, to a lesser extent, Zoellick. The outgoing responses were prepared by or on behalf of Directors O'Rourke or Kagia. The HDNVP incoming external correspondence files are primarily addressed to the HDN vice president and occasionally to the Bank president. Topics include: financial contributions of the Bank; invitations to conferences, symposia, roundtables, and other events; Development Grant Facility (DGF); partnership and liaison activities with international organizations and the private sector; and other matters.

There are also a small number of files titled "deadline logbooks" maintained by O'Rourke that contain correspondence log sheets with the attached letters addressed to President Wolfensohn for reply by the sector or by the HDN vice president.

The series also consists of chronological correspondence (2005 - 2006) prepared for Nicholas Krafft, Office of the Vice President (HDNVP). Many of the letters were drafted by Director Kagia or other HDNED senior staff to be sent by the HDN vice president or the Bank president.

Economist Elizabeth King chronological file

The series contains a chronological file which was maintained by Beth King while she was an economist, later senior economist of PHREE between September 1987 to March 1991 and July1991 to March 1992. The file includes both her incoming and outgoing correspondence. Much of the correspondence is with economists and educators external to the Bank, but the files include her correspondence with other sector and department employees. Among the correspondence are copies of her Terms of Reference, travel documents, and back-to-office reports regarding her missions and attendance at conferences; copies of draft papers on which she commented; drafts of her own publications with comments from others; and copies of research project proposals she drafted. The correspondence also documents her role as part of the World Development Report 1991 team and her drafting of the chapter on human resources in the report.

Briefing books

The series also consists of a small set of briefing books (1997 - 2002, 2009) prepared by the sector primarily for senior officials including President Wolfensohn at the World Education Forum held in Dakar in 2000, for Wolfensohn's meeting with the Bureau of African Ministers of the Association for the Development of Education in Africa (ADEA, 1997 - 2000, and a quarterly briefing book for Managing Director Mamphela Ramphele (2002). There are briefing books (1998 - 2002) for HDNED director external meetings and events and a briefing book of Director King (2009).

NRIC correspondence and related records

Also included in the series are several correspondence files (1975 - 1986) authored by department senior management, division chiefs, and advisers that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification. Files are titled "general" and "agriculture modular instruction" and include mostly internal memoranda, letters, and cables that cover the various sector activities such as policy work, project related training and workshops, unit work program and objectives, education lending and economic and sector work reviews, and liaison with partners. Study outlines and papers, Terms of Reference, meeting summaries, proposals, final reports, and bound publications are sometimes filed with correspondence.

Most records in the series are in English. However, a small amount of correspondence and other items are in French and the 1979 Education Sector Policy press release is also in French, Spanish, and Arabic.

Policy and best practice development

Series consists of records related to the development of policy and best practice for projects and sector work in education and employment that were created and maintained by the Education Department (EDT, 1972 - 1977 later EDC 1977 - 1984) and its successor units. The series represents the policy working papers, guidelines, standards, and other instruments prepared by the sector as well as the collection and analysis of guidelines, manuals, and other tools developed by other Bank departments and external organizations such as the United Nations Educational, Scientific, and Cultural Organization (UNESCO). The series also reflects the activities of external advisory panels formed to make recommendations regarding the Bank's education policy. Records were predominantly created between 1972 to 2003, apart from a small number of externally authored reports from the 1960s.

The largest volume of records relate to educational guidelines mostly maintained by the Education Department (EDC) Implementation Advisor David H. Lewis who reported to the EDC director. Files contain guidelines, reports, and internal memoranda between Lewis and Director Duncan S. Ballantine and his successor Aklilu Habte, Senior Advisor Mats Hultin, or regional Education Projects Division architects. Certain records were also created by EDC Educator Clifford W. Gilpin. Guidelines records are organized by subject and cover the topics of operational guidelines, school construction, architectural standards by country, basic learning equipment in education projects, and analytical data. Guidelines were developed for sector staff, consultants, and region staff to maintain and improve the quality of Bank lending and related operations.

Operational guidelines

Records categorized as operational guidelines mostly relate to the discussion and dissemination of guidelines regarding Bank education projects. Guidelines pertain to organizing project appraisal, implementation, procurement practices, preparation of project reports, architectural space and unit appraisal costs, technical assistance, maintenance of education facilities, implementation of construction components and basic equipment in education projects, sector report guidelines, and more. The guidelines are typically in the form of report or sector memoranda prepared by the Education Department but also include jointly prepared user guides, Operations Evaluation Department (OED) guidelines, and "Introduction to the World Bank's Manpower and Education Model" manual prepared by Technical Department, Europe, Middle East, and North Africa Region (1987). Internal memoranda within the files are mainly addressed to EDC Director Habte and contains Lewis' reports on seminars and conferences attended, discussion of changes and approach to the project cycle, and Bank activities in financing educational facilities. Other record types found within the operational guidelines files are charts illustrating project development, job descriptions, and conference papers.

Analytical data

Analytical data records are mostly in the form of internal memoranda, such as from EDC director to EDC staff or to all Regional Education Division staff regarding global data on education enrollment, education and training lending, comparative education indicators, and more. Data tables outlining figures or standard measurements of these data sets are sometimes filed with memoranda.

Architectural standards and school construction guidelines

Records related to architectural standards and school construction contain research reports and guidelines specifying the dimensions and materials for construction of schools as well as for school furniture and equipment. Reports are mostly UNESCO Regional Office design protocol reports shared by Lewis with the other regional architects for projects. However, there are also United States Agency for Aid Development (USAID) and international institutes external reports and guidelines used as reference.

Architectural standards records are organized by country or region. Several files relate to primary school building programs, urban primary schools, low-cost school and housing design, and community development and education centers. Internal memoranda from Lewis to regional staff to share information and details on prototype designs and features, costs, partners, village involvement, progress reported, and occasionally, brief mention of IDA education projects. There are also outgoing letters to UNESCO regional office education officials. Other records within the files include: costing or budget sheets; external reports or manuals, many of which were prepared by the UNESCO Regional Office for Education in Asia and UNESCO Regional Office for Education in Africa, and in Latin America and Caribbean; external reports of country ministries or research institutes; and an architects' brief. The external reports are mostly in English, French, and Farsi.

UNESCO project preparation guidelines

Also included in the series are records related to UNESCO guidelines for project preparation including a 1965 UNESCO low-cost school building report and recommendations, and a 1969 UNESCO report. There is also a substantive briefing note on UNESCO and World Bank relations in the education sector that was prepared by the Education and Employment Division, Population and Human Resources Department (PHREE) in 1988.

Other guidelines subject files

There are numerous other educational guidelines subject files maintained between 1973 and 1983 regarding data collection, project management, educational use of mass media, labor requirements model, education and manpower model, review of education lending (FY1979 - 1983), summary list of projects, and other topics.

The more recent policy development subject files (1990 to 2001) relate to: Education for All Fast Track initiative (EFA-FTI); girls' education; Development Assistance Committee (DAC) goals; Africa Region education action plan and sector overview; and Task Force on Bridging the Digital Divide through Education.

External Advisory Panels

The series also contains records related to the establishment and dissemination of reports from advisory groups between 1978 and 2003. The External Advisory Group on Training for the Education Sector was appointed by Bank President McNamara in late 1977 to review the status of education in the developing world including the Bank's education and training lending and projects and to recommend areas for future action. The panel was chaired by David E. Bell of the Ford Foundation. Records related to the final report of this panel were maintained in the Non-Regional Information Center (NRIC) and consist of a single file (1978 - 1980). The NRIC file contains mostly internal memoranda to and from Director Habte regarding comments on the panel report issued in 1978 and input from the Regions including from R.K. Johnson, chief Education Division, East Asia and Pacific Region (AEPED). There are also letters between Chair David E. Bell and President McNamara regarding completion of the final report and from Habte to panel members announcing the 1979 Education Sector Strategy paper and follow up on the panel recommendations. Also included is a letter from Vice President Willi A. Wapenhans, East Africa Regional Office to the Tanzanian minister of education regarding a requested visit of the recently formed advisory panel to Tanzania.

Records also reflect the establishment and activities of subsequent advisory panels formed annually to advise the Bank on the future direction in education covering the period 1994 to 2003. The 1994 to 1995 correspondence andbackground notes relates to the formation of the first annual panel formed in 1996. Records were primarily maintained by the Human Development Department Education Team (HDDED) Manager, later Director Maris O'Rourke. Correspondence is in the form of all-in-1 notes and email hard copies and facsimiles between O'Rourke, HDD Director David de Ferranti, HDD senior staff, and letters to and from panel members including invitations to annual panel meetings. There are also copies of correspondence between the 1997 External Advisory Panel on Education Chairman Jozef (Jo) M.M. Ritzen and de Ferranti and Bank President James Wolfensohn, including a facsimile on advice to the World Bank addressed to Wolfensohn and follow up thank you letters from Wolfensohn to Ritzen and other panel members.

A variety of records are filed with the advisory panel correspondence including: Terms of Reference for the panels; panel meeting agenda; meeting draft conclusions; preliminary and final panel reports; Ritzen's speech on reforming education to the World Bank Forum; transcript of the newly formed Human Development Network (HDN) kick-off meeting between de Ferranti and Wolfensohn; agenda and summaries of meetings including sector board meetings and correspondence related to the board's functions regarding the panels; hard copy presentation slides; addresses by Wolfensohn and senior management; issues papers; education sector booklet and other promotional material; external articles and newsletters; two copies of the 1978 panel report, one bound copy, kept by O'Rourke; and agenda with outgoing letters of invitation sent by O'Rourke for the high-level UNESCO meeting on the future of educational statistics and indicators hosted by the Bank. Following O'Rourke's departure as director in 2000, Acting Director Marlaine Lockheed and HDNED Operations Officer Sobhana Sosale were involved in panel selection and meeting preparations, later under the direction of Ruth Kagia who began her tenure as director in early 2001. There is a small volume of mostly administrative correspondence from this period to 2003, including internal email hard copies and letters to panel members.

Education Sector Strategy Paper

There are also records in the series (1997 - 1999) regarding the preparation of the Education Sector Strategy issued in 1999 to shape policy and practice in member countries. Records were primarily maintained by Director O'Rourke, Adviser Jeffrey Waite, and Projects Assistant Anja Robakowski-Van Stralen. Record types include handwritten notes, concept papers, preliminary outlines and drafts beginning from late 1997, several with annotations, and the draft final report submitted to the Board of Executive Directors' meeting (1999). Correspondence is in the form of hard copy emails and occasionally internal memoranda primarily to and from O'Rourke and Waite containing comments from the sector board, external individuals, executive directors, and other Bank department staff including from the regions and the Operations Evaluation Department (OED). There is also an OED evaluative report and Committee on Development Effectiveness (CODE) informal subcommittee review meeting summaries, as well as correspondence and outlines of plans for strategy development, such as the timeline for implementation of the sector strategy work in the regions. Also included are O'Rourke's memoranda to the Operations Policy Committee presenting the paper and data collected, summaries of meetings with HDNED staff and regional staff to discuss the strategy paper, and summaries of other meetings such as with Wolfensohn regarding the status of education in the regions.

Annual reviews

A small portion of records in the series contains correspondence related to the internal review of Bank policy in the education and employment sectors (1983 - 1986), including copies of the operations annual review, Sector and Operations Vice Presidency (OSP) annual sector review, and Operations Evaluation Department (OED) annual reviews. Among the correspondence are draft reports and papers used for background and reference material.

NRIC policy reports and documents

Finally, there are four general policy files originally maintained in the NRIC that contain various reports and other records produced by Education Department (EDC) senior staff, consultants, and others (1978 - 1980). Included in the files are: OED Review of Bank Operations in the Education Sector (1978); Education Sector Policy Report No. 2680 (1979); Policy Review Committee Staff level review meeting on the Education Department, Central Projects Staff Education Sector Policy Paper (1979) and policy paper discussion drafts (1978 - 1979); Food and Agriculture Organization (FAO) and World Bank Cooperative Program "Training Equipment Lists in Food and Agriculture" publication with a forward by Habte (1978); and the publication entitled "Occupational structures of industries" by Manuel Zymelman (1980) containing country tables and industry tables.

Knowledge and learning events

Series consists of records related to a variety of conferences, seminars, and other knowledge and learning events organized or attended by senior management and staff across the sector's units. Records include internal memoranda, incoming and outgoing letters, agendas, presentation slides, course or training materials, and copies of journal articles and papers.

Many records document HDNED Director Ruth Kagia's participation and presentations in various conferences and other external and internal events. There are files containing mostly presentation slide transparencies outlining Poverty Reduction and Strategy Paper (PSRP) training, as well as Kagia's presentation to the Non-Governmental Organization (NGO) Conference on User Fees in Education held 23 April 2001 discussing the World Bank's position on user fees. Also includes Kagia's paper presentation at the 2002 International Conference of the Centre of African Studies under the topic of new approaches to African development that are filed with letters from conference donors, a list of participants, invitations, and copies of papers presented by other speakers.

Records related to Human Development Week 2000 contain talking points and data under the heading of poverty and human development, including an overview of Human Development Network (HDN) goals, immediate indicators, and future indicators. There are also hard copy emails to and from Kagia and other Bank staff including Human Development Poverty Reduction Economist Michael Walton regarding planning and content, course materials, and communications and evaluations for Humane Development Learning Week (2003).

The series also contains records of Bank-hosted and organized learning events. These include the global Early Childhood Development (ECD) Conference hosted by the Bank in April 2000 to address the benefits and challenges of investing in early child development. The records include some administrative correspondence on preparation and planning of the conference. There is also a file related to the Bank seminar on the international development goals for multilateral development partners and member country development institutions, hosted in March 2001 and organized outside of HDNED, but which Kagia attended. Included are the list of participants, agenda, data slides, background papers, and reports.

A variety of other files relate to: briefing materials and key education documents for various conferences and seminars attended by sector staff as well as Bank President James D. Wolfensohn (1997 - 2003); minutes, report of the Knowledge Board and staff learning progress report (2004 - 2005); year-end reports, evaluations, activity initiation report status and course descriptions (1999 - 2000).

There is also a small volume of records pertaining to the Seminar on Public Expenditures that was developed by the Education Policy Division (EDTEP) and held in 1985.

Director and Front Office records

Series consists of records created and maintained by the front office of the Population, Health and Nutrition Division (PHRHN) and predecessor units that date from 1968 to 1992, including the Population Projects Department (PNP) in existence from 1969 to 1972. The records document the activities of the office in overseeing the population, health, nutrition portfolio and strategy, directing the research and policy work of the department, and managing the Bank's relationship with external partners in the sector. Records cover the tenure of the following directors: Dr. Kandiah Kanagaratnam (1969 - 1979); Dr. John R. Evans (1979 - 1983); John D. North (1983 - 1987); and Ann O. Hamilton (1987 - 1993).

The series is primarily comprised of subject files. Types of records within the files include, but are not limited to: internal memoranda between the department, divisions, Bank president, and other Bank departments; incoming and outgoing letters; back-to-office reports; terms of reference; draft and final research study and concept papers; Board and committee meeting records; panel reports; demographic and country briefs; minutes or summaries of meetings; research proposals; copies of journal articles; and external reports.

A large volume of records relate to the department's relationship and collaboration with international organizations, universities and research institutes, national aid agencies, private foundations, and Nongovernment Organizations (NGOs) during the years 1968 - 1983. Organizations include, but are not limited to: American Public Health Association (APHA); United Nations (UN); United Nations Children's Fund (UNICEF), United Nations Population Fund (UNFPA), United Nations Educational, Scientific, and Cultural Organization (UNESCO) and committees; World Health Organization (WHO); Population Reference Bureau; Population Service International; European Economic Community and European Parliament; World Population Society; Harvard University; Ford Foundation; Asian Development Bank; Smithsonian Institute; Rockefeller Foundation; Population Council; and United States Congress. Liaison correspondence details operations between the sector and partners, summaries of meetings, participation in Bank missions, coordination of aid and perspective investments in countries, comments on papers, and exchange of information on various health topics. A smaller volume of records relate to the sector's involvement in collaborative disease-prevention programs (1973 - 1983) such as the Onchocerciasis Control Program (OCP, or river blindness) that was administered within the Africa Regional Vice Presidency.

Other records relate to: the work of the external panels and review groups and the Bank's follow-up, such as the 1975 Board-appointed External Advisory Panel on population chaired by Dr. Bernard Berelson; formulation of the 1973 nutrition policy and 1974 health policy; conferences, seminars, lectures, and trainings organized or attended by the Director and staff; population and health lending program; project supervision and disbursement; research and policy papers prepared by the department, such as contraceptive research and development and Kenya health and worker productivity studies; World Development Report (WDR); and specific health topics including public health, environmental health, and HIV/AIDS. The correspondence regarding HIV/AIDS dates from 1986 to 1988, prior to the time when the Bank formed the HIV/AIDS Global Program Unit under the Human Development Network, in 2002. The series also contains two files relating to education and educational projects (1970 - 1980).

Records maintained by Ann O. Hamilton, director, Population and Human Resources Department (PHRDR) who served from 1987 to 1992 include correspondence with the Bank president (1987 - 1992) as well as correspondence and other records related to: the Bellagio Conference of the Task Force on Child Survival (1987 - 1988); FY 1989 and 1990 annual sector review; work program FY 1991; and HIV/AIDS (1988).

Series also contains records maintained by Dr. Anthony R. Measham from 1981 to 1987 while he served as public health specialist, PHND3 (1982 - 1984) followed by health adviser in the director's office (April 1984 to May 1988) prior to becoming division chief, PHRHN 1988 - 1992. Measham's records primarily relate to his economic research and involvement in external partnerships in the health sector as well as participation in conferences, seminars, and workshops. Records include: internal memoranda; letters; cables; reports and studies authored by Meashamand others; briefing notes; conference press kit as well as draft conference program, workshop proposal, and participants list; and minutes of meetings of the Task Force for Child Survival on which Measham served as the Bank representative. Memoranda is mainly between Measham and PHN divisions, and correspondence is with colleagues external to the Bank such as task force representatives, some letters detailing the Bank's support and views. Specific topics covered in the files include Tobacco Working Group,maternal mortality, WHO programs and strategy, health sector survey, and the first Safe Motherhood conference in February 1987. Measham and Division Chief Barbara Herz, Women in Development (PHRWD), participated in coordinating Safe Motherhood conference donors, participants, and prepared papers to be presented at the conference. The conference was followed by Measham and Herz's World Bank Discussion Paper publication The Safe Motherhood Initiative: Proposals for Action no. WDP 9, published in May 1987. There are also records related to Measham's recruitment and management of staff and consultants. The health sector survey file contains material in Chinese such as surveys and research data regarding hospital costs.

Also included in the series are several correspondence files (1974 - 1986) authored by department senior management and advisers that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification. Files are titled 'health', 'population', 'nutrition', 'external advisory panel', and 'general' and include mostly memoranda and letters that cover the various sector activities such as policy work, research, review of projects, and partnerships. Much of the correspondence is between director and division chiefs, and Operations Vice Presidency (VPOPS) and some is with external agencies, mostly within the United Nations family. Reports, discussion papers, and guidelines are occasionally filed with the correspondence.

A small volume of records in the series relate to the management of the division, work plan, 1975 relocation of the nutrition division, management team meeting minutes (1987 - 1990), and involvement in the Board of Governors Annual Meetings.

Research and policy development

Series contains records maintained by the various divisions and departments responsible for the population, health, and nutrition sector while producing and disseminating research, and developing and analyzing sector policy and strategy. The records reflect discussions about the department's research priorities, methods and techniques of analysis, the quality of its work and ways to improve it, and its relationship to the country-based work carried out in the Bank's regional offices.

Records in the series were primarily created by the Policy and Research Unit (PHNPR), established in 1979 and dismantled in the 1987 Bank-wide reorganization. PHNPR's functions were continued by succeeding units through to the Health, Nutrition, and Population Team (HDNHE), but no longer as a separate division dedicated to policy and research. Many of the records were maintained by PHNPR Chief Nancy Birdsall during her tenure (1984 - 1987) as well as Senior Demographer K.C. Zachariah, Population and Human Resources Division, Economics Department and later the Policy and Research Division, PHNPR (1970 - 1987).

Record types include, but are not limited to: research proposals; terms of reference; back-to-office reports; contracts; agreements with consultants, universities and other third parties who are doing research for or with the division; initiating briefs for policy papers; statistical and other data; published and unpublished reports; drafts and final working papers; briefing notes; external reports and publications; surveys and questionnaires; budget reports and other financial records of research expenditures; and related correspondence.

Staff and consultant research papers

The largest portion of records in the series relate to research and concept papers authored by various department and division staff and consultants. Apart from a single file dated 1970, the papers were primarily accumulated between 1979 and 1988. Records are organized by author and contain draft papers and correspondence about comments on papers. Senior staff and other individuals represented in the files include, but are not limited to: Directors Kandiah Kanagaratnam, John North and David de Ferranti; PHNPR Division Chief Nancy Birdsall; Senior Health Advisor Anthony Measham; Senior Nutrition Advisor Alan Berg; and other Bank staff outside of PHN such as James Lee, Ernest Stern, Shahid Husain, and Barbara Herz. General sector topics are covered as well as topics related to a particular country or region. Subjects include: family planning; rural contraceptive needs; marriage and migration; sub-Saharan Africa population policy project; public health planning; primary health care; health expenditures; education; and economic topics such as liberalization and taxes. A smaller volume of files relate to papers presented at symposia or conferences.

PHNPR Division subject files

The series also comprises a large volume of subject files maintained by the former PHNPR Division between 1976 and 1987. Some of the files were created by staff of the former Population and Human Resources Division. The subject files cover a wide range of the division's activities such as policy research and analysis, preparing studies, project support, conferences, and other knowledge and learning events. These files contain internal memoranda, outgoing letters, reports, background papers, conference reports and agenda, and other records.

Several subject files refer to a specific country project funded by IDA credit (Gambia National Health Project) and covers project appraisal, budget, and analysis on lending in the sector. Files concerning research projects are indicated by the RPO (Research Project Output) code assigned to projects throughout the Bank by the Development Economics department. The RPO material was mostly maintained by Dr. Susan Cochrane, senior economist, PHNPR. RPO files relate to the projects Education and Rural Development in Nepal and Thailand (RP0671-49) and Determinants of Fertility in Egypt (RP0671-49). Included are: memoranda and letters discussing project status updates and workshops on population research; draft surveys and questionnaires with annotations; questionnaire instructions and code sheets; interviewer manual; proposals submitted to Research Committee; expense and budget reports documenting financing through the Research Committee; preliminary chapters; data tables; and background reports. Most of the material is in English but there are also questionnaires and data in Thai. A memo from Susan Cochrane (DEDPH) to the Steering Committee on Determinants of Fertility in Egypt is also included.

Other subject files pertain to poverty guidelines and contain memoranda, reports, and manuals on the Bank's measurement of poverty as it relates to lending to the lower income countries and to alleviate urban poverty. There are also subject files related to health care, health financing, health program evaluation, health services research, pharmaceuticals and drugs, health organizations, diseases, health resources development, irrigation health risk study, and the interaction between health and water supply. Subject files on nutritionrelate to nutrition research, programming, nutrition service delivery, and food subsidies and pricing. Population files concern population aspects of education projects, population studies, fertility, contraception, and population policies.

Files related to conferences include the 1984 International Conference on Population, Conference on Research Priorities for Sub-Saharan Africa in Bellagio 1985, Task Force for Child Survival Cartagena conference, and also seminars, workshops, and EDI training. There are also files related to data on women in development, household living standards, and files reflecting PHN's input on President Clausen's speeches.

Other PHNPR subject files relate to partnerships with international organizations such as World Health Organization (WHO), academic institutes, committees and working groups, and inter-agency partnerships such as the Special Program for Research and Training in Tropical Diseases (TDR), the Control of Diarrheal Diseases (CDD) Program, and the Onchocerciasis Control Program (OCP) or river blindness. The onchocerciasis file (1980 - 1984) contain memoranda, a report of an independent commission regarding economic analysis of OCP reflecting the involvement of Andre Prost and Nick Prescott (PHN) and comments on reports by Karen Lashman Hall (PNHPR). There are also files regarding WHO and Bank cooperation for HIV/AIDS and comments on the draft proposals on structure and coordination of the WHO Special Programme on AIDS.

Working papers series and publications

The series also contains a substantial volume of records related to the PHN Technical Note working papers series authored between 1976 and 1992, arranged by the series or issue number. Files primarily contain printer's copies and research data on topics including cost benefit and cost effectiveness studies, demographic data, AIDS research, health care management, and Safe Motherhood (also known as maternal and child health and mortality).

There are also reports and other records related to the PHN Policy Research Working Papers (WPS numbered series) covering the years 1989 to 1993 and include annual sector reviews which outlines population, health, and nutrition lending, health system trends, costs, and resources. Although most of the publications and papers were forwarded to the Bank's Internal Documents Unit and were eventually digitized, other papers contained in this series were disseminated through PHN's successor, HDNHE.

Series also contains handwritten notes, regional data tables for population and mortality projections and labor force data formember countries, as well as memoranda accumulated between 1973 and 1990 in preparation for the annual World Development Reports (WDR). Several files relate to the 1984 WDR that focused on economic performance and population growth, including comments on drafts.

Also amongst the records are three files (1993 - 1996) related to the best practices book authored by PHN Senior Nutritionist,Dr. Judith McGuire, and consultant Rae Galloway, entitled "Enriching Lives - Overcoming Vitamin and Mineral Malnutrition in Developing Countries" published by the World Bank in 1994. Includes three floppy diskettes of the Spanish version, hard copy of the English master for correction, bound French version, and drafts.

Senior Demographer K.C. Zachariah records

Series also consists of a set of chronological files and subject files maintained by Dr. K.C. Zachariah, Senior Demographer between 1970 and 1987 beginning when Zachariah was in the Population and Human Resources Division, Economics Department and later the Policy and Research Division (PHNPR). The chronological files span 1971 to 1984; however, files for the years 1979 and 1981 are not present. There are two files of incoming correspondence from 1983 to 1987, and several subject files containing research proposals, final versions of staff working papers, and study papers authored by Zachariah including Population Projections for Bank Member Countries 1970 - 2000. Specific subjects covered in Zachariah's records include family planning, income distribution and fertility rates, demographic measures, and migration in specific countries or regions. There are also back-to-office reports and terms of reference documents regarding Zachariah's research missions and attendance at international conferences, terms of reference for consultants, and administrative records related to the recruitment of consultants and research assistants.

Health Sector Strategy

Series also consists of records regarding the development of the HDNHE 1997 Health Sector Strategy paper, from 1995 to 1997.Included are minutes of strategy retreats, strategy and concept paper drafts and final version, notes, and Sector Board minutes in which concept papers were reviewed and discussed.

Tobacco control policy

Also included in the series are records related to tobacco control analysis and policy created between 1988 and 1999 which were primarily maintained by Dr. Prabhat Jha, health specialist, Human Development Department (HDD) and later HDNHE. Records include correspondence, mainly containing comments on report outlines and background papers, draft papers, trip reports, conference publications, handwritten research notes, and statistical tables and charts regarding smoking prevalence, tobacco, cigarette consumption, GDP, and other data. The Bank had organized a consultation session on the economics of tobacco control in 1997 at the tenth World Conference on Tobacco in Beijing that was part of an ongoing review of the Bank's own control policies. A Bank-sponsored international conference on the economics of tobacco control in Cape Town followed in 1998. Files contain Beijing conference abstract booklets and programme, and Cape Town conference funding report and press conference reports. The Bank and WHO began a global study in 1997 on the economics of tobacco control for countries, particularly low-income and middle-income countries and a small volume of files relate to statistical data compiled, as well as the study team's 1999 publication led by Jha and Frank J. Chaloupka entitled "Curbing the Epidemic: Governments and the economics of tobacco control". There is also correspondence with UN Agencies including FAO, WHO, UNCTAD, and ECOSOC dating from 1989 to 1995 that represents the Bank's early work on tobacco by Senior Economist Howard Barnum.

Operations research

Series contains records maintained by the Education Department (EDP, 1968 - 1972, later EDC, 1977 - 1984) and successor units responsible for producing and disseminating research. Research is conducted by the sectors to support operations projects as well as regional, country, or specific sector programs and initiatives, and to improve the level of sector knowledge in particular areas. Records were primarily created between 1968 and 1991 apart from a set of questionnaires dated 2005 and copy of an externalreport dated 1965 used for reference.

Many of the records were created by George Psacharopoulos during his tenure as education research adviser, Education Department (EDC, 1981 - 1983), manager, Education Research Program (EDCRS, 1983 - 1985) followed by Research Division chief (EDTRS, 1985 - 1987). Other records were created by Senior Adviser Wadi D. Haddad, Senior Sociologist Stephen P. Heyneman, Economist Elizabeth (Beth) M. King, Michael Wilson, and others.

Record formats include, but are not limited to: correspondence regarding collaboration, sharing of information, comments on draft papers, or research conducted for the unit by university professors and other third parties; research proposals; initiating briefs; preliminary outlines; Terms of Reference; back-to-office reports for missions relating to research projects; statistical and other data; operational project audit and completion reports; published and unpublished external reports from governments, external organizations and scholars; working and discussion paper drafts and final versions; surveys; handwritten research notes; copies of journal articles and press clippings; and computer floppy disks containing final papers and research results.

A portion of the material specifically relates to country studies regarding living standards in Peru, higher education in Africa, diversified secondary curriculum (DiSCus) in Colombia and Tanzania, and university education in Pakistan. Other topics include, but are not limited to: economic impact of education; women in education; structural adjustment and education; education and public expenditures; vocational training; education strategy and employment policies; assessments of testing capacities; effects of school conditions and atmosphere on students' performances; informal sector education and employment; education and earnings; and education and environment.

Several of these subject files relate to the preparation of Research Project Outputs (RPOs). The RPO numeric code was assigned to projects throughout the Bank by the Development Economics Department. One such set of files relates to RPO 672-45 Diversified Secondary Curriculum Study (1968 - 1985, not inclusive) prepared by George Psacharopoulos and previously by Wadi Haddad. Records consist of back-to-office reports following missions, internal and external correspondence including with the Research Committee, working papers, questionnaires, research notes and data, and various other record types.

There are also records (1984 - 1986) pertaining to the EDTRS publication "Financing education in developing countries: an exploration of policy options" issued in 1986. Records include working drafts and review draft versions, memoranda from EDT Director Aklilu Habte to Operations Policy Staff Vice President S. Shahid Husain including the initiating brief, correspondence concerning press reaction, and other items.

A small portion of records in the series reflect collaboration between the Research Division and the Education Policy Division (EDTEP) led by Division Chief Dean T. Jamison regarding policy on education in Africa (1983 - 1987). Records include memoranda from Jamison and Psacharopoulos to OPSVP sharing a summary of the Bank-organized Research Priorities in Education in Sub-Saharan Africa Conference proceedings held in Bellagio in 1985, final conference report, agenda and list of participants, papers presented at the conference, and a pre-conference report on workshop research priorities (1984).

The sector policy study "Education in Sub-Saharan Africa: policies for adjustment, revitalization, and expansion" soon followed, issued in 1988. There are three volumes of files (1984 - 1987) pertaining to the preparation of the study. Included are memoranda between Haddad, Jamison, task leader and Senior Economist Peter R. Moock (EDTEP), Operations Adviser Ralph W. Harbison, and other staff discussing the development of the paper, comments on preliminary versions, and budget. Included with the memoranda are the initiating brief with follow-up comments, meeting address of Habte, and background data and papers.

Records originally maintained in the NRIC (1981 - 1982) contain internal memoranda between Haddad and Habte, letters exchanged with external agencies, primarily the International Development Research Center regarding the sector's participation in the Research Review and Advisory Group and other collaborative activities. Back-to-office reports, draft outlines and reports, and other items are also filed with the correspondence. Finally, a small portion of questionnaires maintained by Director Ruth Kagia related to the Ngecha Education Study (2005) also belong to the series.

Most of the records are in English, with correspondence and reports occasionally in French and Spanish, and research data and questionnaires in Swahili.

Partnerships and program collaboration

Series contains records related to the partnerships between education sector units and external organizations and global program collaboration that cover the period from 1987 to 2000. The largest portion of records in the series relate to the World Conference on Education for All (WCEFA), an inter-agency initiative that began with a conference to universalize basic education and that launched the Education for All (EFA) program.

World Conference on Education for All (WCEFA)

The WCEFA records document the establishment, governance, and proceedings of the conference convened by World Bank, United Nations Education, Scientific and Cultural Organization (UNESCO), United Nations and Development Program (UNDP), United Nations Population Fund (UNFPA), and United Nations Children's Fund (UNICEF). The impetus for the conference was the United Nations General Assembly declaration of 1990 as International Literacy Year. Invitations to the inaugural WCEFA were jointly sent from Bank President Conable and the heads of fellow sponsoring agencies. The conference was held March 2-5, 1990, in Jomtien, Thailand and brought together 155 governments, 33 intergovernmental bodies, and 125 nongovernmental organizations (NGOs). The participants adopted the World Declaration on Education for All charter consisting of six goals to meet the learning needs of children, youth, and adults, and a Framework for Action: Meeting Basic Learning Needs that outlined general priority actions for countries.

WCEFA records were mostly maintained by Wadi Haddad, executive secretary of the WCEFA Inter-agency Commission originally based in New York City, and WCEFA Deputy Executive Secretary Nat J. Colletta. For more information about the custody of these records, see the above archival history section. Haddad and Colletta were both senior Bank staff prior to their appointment to the Inter-agency Commission secretariat. Haddad served as the Population and Human Resources, Education and Employment Division chief (PHREE) and Colletta was previously a senior educator in the Bank's India Country Department. WCEFA records were also maintained by Maris O'Rourke who represented the Bank on conference committees during her tenure as senior adviser, Human Development Department (HDD, 1995 - 1996) and director, Human Development Network, Education Team (HDNED, 1998 - 2000). Prior to O'Rourke, other Education Sector senior management or advisers represented the Bank on the various committees and working groups. Adriaan Verspoor, implementation adviser (PHREE, predecessor of HDD), served to represent the Bank on the WCEFA Executive Committee along with Vice President Visvanathan Rajagopalan, Sector Policy and Research (PRE).

The earliest WCEFA records in this series dated 1978 to 1987 are reference items including external reports and a journal article. Most of the early correspondence includes letters and facsimiles between UNICEF and other UN agency representatives and Executive Secretary Haddad. Haddad coordinated the consultations and comments on the draft charter and framework for action from sponsors, co-sponsors, and associates prior to the conference. The correspondence is often filed with background reports from UNICEF and UNESCO and other organizations and consultants, outlines of the basic working documents, some annotated outlines, first drafts of the charter and framework for action, and the final revised papers presented at the 1990 Jomtien conference. There is also correspondence and back-to-office reports of Deputy Secretary Colletta following his participation in partnership or task force meetings and a file that pre-dates his position with WCEFA. This includes an India education sector work file that contains country information, statistics on projects, and initiating memoranda for proposed studies and projects (1987 - 1989).

The earliest WCEFA records in this series dated 1978 to 1987 are reference items including external reports and a journal article. Most of the early correspondence includes letters and facsimiles between UNICEF and other UN agency representatives and Executive Secretary Haddad. Haddad coordinated the consultations and comments on the draft charter and framework for action from sponsors, co-sponsors, and associates prior to the conference. The correspondence is often filed with background reports from UNICEF and UNESCO and other organizations and consultants, outlines of the basic working documents, some annotated outlines, first drafts of the charter and framework for action, and the final revised papers presented at the 1990 Jomtien conference. There is also correspondence and back-to-office reports of Deputy Secretary Colletta following his participation in partnership or task force meetings and a file that pre-dates his position with WCEFA. This includes an India education sector work file that contains country information, statistics on projects, and initiating memoranda for proposed studies and projects (1987 - 1989).

The series also contains a substantial portion of meeting records related to the organization and governance of the WCEFA. These are: Steering Group Meeting (1988 - 1990, first meeting October 1989) including proposals for membership and chronological file, (1987 - 1990); regional consultations (1989 - 1990); Working Group on the Basic Education for All Conference (1988 - 1989); Executive Committee meetings (first meeting in Paris, March 1989 - 1990); heads of agencies meeting (1988 - 1990); sponsors meetings (1989); Regional Conference and International Task Force on Literacy and regional consultations minutesand reports (1989 - 1990). Most files contain agenda, minutes, and correspondence, however others may only contain list of participants and annexed reports or briefing notes.

There are also agreements between the WCEFA sponsors and host government of Thailand, preliminary conference objectives notes, conference programme and roundtable programmes in English and French, and numerous conference workshop files (1989). Workshop files on basic training for out-of-school youth contain the agenda, list of participants, terms of reference, externally authored background reports, case studies, journal articles, and pamphlets. Other workshops on the topics of adult literary and data analysis and presentation include terms of reference, summary record, and correspondence from Deputy Executive Secretary Colletta regarding workshop preparation.

Other WCEFA files are titled "Illustrative" and "Thematic" (1978 - 1990). Illustrative files contain conference pamphlets, abstracts, background papers, case studies, and othersession materials distributed to participants. Thematic files contain guidelines, publications, and special studies booklets for roundtables organized by the secretariat, lists of proposed thematic or global roundtables, draft outlines, notes for the record, and correspondence with roundtable coordinators and attached proposals from sponsoring agency representatives regarding contributions. Some thematic files contain abstracts and background reports as in the illustrative files. Abstracts, or synthes, arecommonly in both English and French. Several reports and publications presented or studied at the roundtable sessions were prepared by Bank education staff. The earliest report is the 1978 World Bank Staff Working Paper No. 298 by Stephen P. Heyneman, Education Department Research Program (EDCRS) and co-authors.

WCEFA subject files (1984 - 1992) relate to topics including: WCEFA partners and participants such as UN agencies, government aid agencies, NGOs, private foundations, and various countries; conference declaration and press coverage; and cultural factors and learning needs.

The 1990 Jomtien conference launched the international Education for All (EFA) program with the financial support of the Bank and the other conference conveners as well as various foundations and international and nongovernmental organizations. As of 2021, the Global Partnership for Education (GPE), formerly EFA, continues to fund projects, activities, and services in the public and private sectors for children, youth, and adults within and outside school. This series contains records concerning the Bank's participation in post-conference EFA initiatives and meetings. These records pertain to the International Consultative Forum on Education for All Steering Committee established to monitor goals and progress towards the Education for All program (1997 - 2000), the G8 Task Force on Education organized with the Canadian International Development Agency (CIDA) in (2001), Accelerating Action for Education for All, Amsterdam (2002), and Education for All Fast Track Initiative (EFA - FTI) donor meeting and technical meeting (2002 - 2003). FTI was established in 2002 before evolving into the GPE. There is also a general Education for All initiative partnerships file (1997 - 2000).

Other liaison and partnership files

Other partnership records comprising the series (1994 - 2001, 2007) mostly consist of correspondence to and from HDNED Director O'Rourke and other senior staff concerning the sector's collaboration and liaison activitieswith numerous international and national organizations, academic institutions, and private sector education and employment institutions.

A small portion of records were created by Director Ruth Kagia who succeeded O'Rourke as director in 2001. The partnership files document the sector's involvement in high-level meetings including the arrangement and proceedings of meetings, and discussion of shared activities and collaboration. Correspondence consists of all-in-one notes and email hard copies, memoranda, incoming and outgoing letters, and facsimiles. Back-to-office reports are in the form of memoranda. Other record types found among the correspondence include external annual reports, agenda and invitations to meetings or conferences, proposal papers, brochures, and copies of external articles.

Records regarding partnership activities with UNESCO and other United Nations agencies comprise most of the files. There is a single file concerning UNESCO partnership dated 2007 and two files related to the UN Special Rapporteur Katarina Tomasevski which contains correspondence with Director Kagia, Human Development Network Vice Presidency, and others. The topics covered are Bank financing and support to education programs, draft annual report for comment and final annual report to United Nations Economic and Social Council (ECOSOC), and feedback on an HDNED Education Sector Strategy Paper.

Other partner institutions include, but are not limited to: European Union; Soros Foundation; Japan International Cooperation Agency; International Association for the Evaluation of Education Achievement (IEA); and World Links. There are also individual files concerning the Human Development Professional Mentoring Program (1997), Development Grant Facility (DGF, 1997 - 1999), and various conferences (1996 - 1997).

Budget management

Series consists of records maintained by the front office of the Education Team of the Human Development Network (HDNED) related to fiscal year business planning and reviews in preparation for budget allocation and monitoring. Business plans were developed by the sector director and advisers and were subsequently endorsed by the Education Sector Board on which the director served as chair. Records were predominantly created between 1997 and 2001 by Directors Maris O'Rourke and Ruth Kagia and other senior staff including Bruno LaPorte, Jamil Salmi, and Sukai Prom-Jackson. The records provide contextual information about the organization of HDNED teams, the sector's thematic activities, strategic objectives, support to Bank regions, partnerships, spending, and lending.

Record types within the series include memoranda, hard copy emails, budget sheets, staffing lists, cost and expenditure tables, guidelines, hard copy presentation slides, HDN issues notes, and draft and final reports concerning the sector'sbusiness plans, mid-term review of work programs, and retrospective reviews. These records, particularly the reports that are in table form, detail the sector's various work programs, such as early childhood education, under which the program's various themes, activities, projects and outcomes, and regions of focus are outlined.

Correspondence is between HDNED director or other senior staff and the Human Development Network Vice Presidency (HDNVP), Human Development Network Operations (HDNOP), and Strategy, Finance, Risk and Resource Management (SFRRM) regarding the planning process and budget matters, and allocation of funds to the regions and HD anchor.

Series also includes a file from 2004 containing records related to global partnerships and programs, specifically preparation of the Development Grant Facility (DGF) work program, budget, and Global Program and Partnerships (GPP) portfolio review. Among the records are a hard copy presentation on DGF and proposed DGF budget FY05 to executive directors, hard copy emails attached to DGF summary information with budget requests and allocations, DGF work program task outlines, draft report, and DGF Council correspondence and reports on allocations for HDN. Correspondence is mainly between HDNED staff and DGF manager.

Records of the Education Sector

  • WB IBRD/IDA WB_IBRD/IDA_88
  • Fonds
  • 1964 - 2013 (predominant 1972 - 2006)

The fonds contains records predominantly created between 1972 and 2006 by Education Sector units. A small portion of records that date from the 1960s are external reports and other material used for reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the education sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of functional responsibilities within the sectors of education, employment, and training: including: producing studies and publications; policy and best practice development; operational support to theregions regarding Bank projects and quality review; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

Education Sector

HIV/AIDS program management files

Series consists of various records maintained by Debrework Zewdie while managing the Bank's HIV/AIDS program and developing its strategic direction. Records included in the series are: reports on Global HIV/AIDS activities and work program (1999- 2003); summaries of internal meetings regarding the Bank's HIV/AIDS portfolio and minutes of a briefing to Bank President Wolfensohn by Zewdie and colleagues on portfolio implementation (2002); action plan on accelerating implementation (2002); draft papers submitted to the Development Committee (2002); and regional AIDS sectoral strategies (2001 - 2002).

The series also contains a small volume of records related to evaluation of the United Nations Joint Programme on HIV/AIDS (UNAIDS) and UNAIDS Monitoring and Evaluation Reference Group (2002), World HIV/AIDS Campaign strategy (2002 - 2003) as well as comments on HIV/AIDS project design and other records regarding projects in Brazil (2002), Guinea (2003), and Sri Lanka (no date). There are also individual filesregarding HIV/AIDS treatment projects in Africa (2003), telemedicine (2002), lending numbers (2002), and partnership for social justice with faith groups (2002).

Debrework Zewdie files

The subfonds consists of records maintained by Debrework Zewdie during the period from 1999 to 2006 when she served as manager of the AIDS Campaign Team for Africa (ACTafrica) in the Africa Region, and then as adviser and director, HDNGA. Records reflect Zewdie's managerial and oversight role over the Bank's HIV/AIDS programs, her participation in conferences and meetings, and collaboration with external organizations.

Operations policy and procedures

Series consists of records related to the formulation of policies, guidelines, standards, and advisory support for lending, economic sector work, and other operations of the International Bank for Reconstruction of Development (IBRD), International Finance Corporation (IFC), and International Development Association (IDA) that were maintained in the centralized files. Records date from 1946 to 1986. There are no records from 1987 in this series, likely because files were handed over to the functional departments following the closure of the NRIC in July 1987. The offices and non-regional departments whose records were centralized over time and are represented most prominently in this series include, but are not limited to: Office of the President and Vice President; Treasurer's Department; Office of the Controller; Research, later Economic Department (years of operation between 1946 - 1952); Technical Operations and divisions (1952 - 1965) and its successors Projects Department (1965 - 1972), Central Projects Staff (1972 - 1982), and Operations Policy Vice Presidency (1982 - 1986); Technical Assistance and Liaison Department (1951 - 1967) and successor, Development Services (1967 - 1973).

Records comprising the series include internal memoranda, incoming and outgoing letters, cables, copies of Board records and committee documents, legal document drafts, concept and strategy papers, external reports, summaries, minutes or excerpts of senior staff and other department or external meetings, and published articles and press clippings. Back-to-office reports and Terms of Reference are often in the form of internal memoranda.

Development and debt policy

A significant volume of records relate to general development and foreign aid policy, strategy, and activities for developing countries. Records cover the period 1947 to 1977 and contain internal memoranda and Bank-produced reports or comments on reports on development including the Tinbergen Report (1953 - 1958), Horowitz Proposal (1964 - 1968), Machado proposal (1963 - 1968), and an article by Hollis B. Chenery entitled "Effectiveness of Foreign Assistance". Also contains original letters sent to and from Presidents Woods and McNamara, and memoranda between the president, vice president, president's Economic Advisor Irving Friedman, with directors or advisors of Economic Department, Development Services, Area Departments, general counsel of the Legal Department, and IFC. There is correspondence regarding President Woods' proposal for a grand assize on development assistance and responses from government officials, and correspondence related to the Bank's support to the Commission on International Development (or Pearson Commission) formed in 1968 at President McNamara's request. There is also correspondence to and from McNamara and senior Bank staff following the Pearson Commission's findings as well as proceedings of the Bank's Committee of the Whole on Pearson Commission Recommendations. Other development topics covered are: development finance trends and outlook; Bank's role as aid coordinator; coordination of bilateral project financing; multilateral financing; Bank study of aid results; use of leverage in development aid; land reform; and the Brandt Commission (1976 - 1983) also known as the Independent Commission on International Development Issues. Development correspondence is often filed together with external reports, copies of Economic Committee papers, published articles and press clippings, and excerpts of senior staff meetings.

Series also includes correspondence, reports, and other documents relating to the Bank's policy on indebtedness (1947 - 1977), debt information compiled for the Annual Report, communication with regional development banks on joint debt, and the Foreign Bondholders Council (1946 - 1971).

IDA operational policy and procedures

The series contains a set of IDA general operational policy and procedure files (1960 - 1971) and files regarding credit regulation, creditworthiness, and Statements of Credits (1966 - 1968). General IDA policy files include reports from the Staff Loan Committee, Board of Directors meetings, IDA Financial Policy committee, and a draft of the Report of the Working Group on IDA policies by Benjamin B. King (1968). Other records concerning IDA policy and guidelines are found throughout this series filed according to the subject matter.

Lending and non-lending policy and procedures

A large volume of records comprising this series relate to IBRD, IFC, and IDA lending policy (1948 - 1986) including specific topics such as: loan regulations and agreements; loan administrative reports; procedures for handling loan applications; lending forecasts including Five-Year Program; structural adjustment lending; Special Project Preparation Facility; Third Window loans; cancellation of loans and credits; and consultative and negative pledge clauses in loan agreements. There are also files on colonial lending (1948 - 1952), effective date, determination of loan grace periods, and amortization payment and maturity.

The series also contains records related to the Bank's technical assistance function from 1946 to 1977 and includes material on the UN Technical Assistance Board, correspondence with technical research institutes and training centers, and quarterly reports.

Project policy and procedures

A sizable portion of records also relate to the development of standards and policy surrounding Bank projects (1946 - 1977) such as appraisal of proposed projects, preparation and costs of projects, supervision of Bank and IDA project loans, project monitoring and identification of problem projects, performance audit reports, and origin of supply particularly for civil works projects.

Also included are records related to the creation, development, and review of Bank Group-wide and divisional procurement and consultant policies (1947 - 1986). Procurement policy issues and advice cover topics such as: assistance to borrowers in procuring materials needed for a project; contract bidding; selection of consultants; sector project contracts; review visits and discussions with governments; and comments on Bank procurement guidelines.

Specific files regarding consultants and contractors selected for Bank projects include correspondence on bidding, bonds, contractual arrangements, and international industry federations. There are also contractor files for certain member countries as well as the 1956 Colquhoun consultancy report.

Mission policy and procedures

Mission files comprising the series (1947 - 1971) relate to the establishment, administration, and functions of economic and sector missions, project supervision missions, technical assistance missions and special missions undertaken primarily by the Area Departments and Projects Department. Correspondence containing mostly internal memoranda, details practices and procedures for the collection of data and reports, scheduling and staffing for missions, cooperation with United Nations other international organizations and financial support of missions, and country updates. Memoranda is occasionally attached to lists of missions, tables with comparative data, Economic Committee reports on missions, and excerpts of senior staff meetings. Also includes a 1947 report on European missions and description of proposed missions. There are a portion of files (1972 - 1974) containing cables and outgoing letters drafted by the Projects Department and its sectors, mostly pertaining to administrative arrangements for missions and meetings and occasionally mission follow up discussions.Also included are correspondence and reports from the Bank's resident offices and missions (1947 - 1968).

Operational committees, working groups, task forces, and meetings

Series also contains the centralized records related to the practices, procedures, composition, and functions of the Bank's committees, working groups, and task forces concerned with operations. Includes memoranda, agenda, minutes, or reports of the Loan Committee (1946 - 1971), Economic Committee (1953 - 1968), Statutory Loan Committee (1947 - 1968), Financial Policy Committee (1949 - 1967), Technical Assistance Committee (1961 - 1964), Committee on Development Projects and Prospects (1975 - 1977), Operational Policy Subcommittee (1982), Advisory Panel on Bank Operations (1966 - 1968) and Working Parties on Financial Aspects of Development Assistance (DAC, 1969 - 1971). The functions of the Technical Assistance Committee that was established in 1961 under the chairmanship of the director of Development Services to review proposals forBank/IDA technical assistance were taken over in 1964 by the Loan Committee. Loan Committee records document committee deliberations, function, structure of meetings, designation of officers, drafting of Operational Memoranda, and subjects for discussion presented by Bank staff. Among the committee records are also files related to senior staff meetings (1963 - 1968).

External aid coordination

The series also contains records concerning the development and implementation of policy and strategies for co-financing covering the period 1975 to 1986 including joint and parallel financing. Records also cover development aid coordination with bilateral and multilateral organizations, aid untying, and guidelines and procedures related to consortia and consultative aid groups sponsored by the Bank (1971 - 1980). Also contains correspondence and documents related to the Consultative Group on Food Production and Investment in Developing Countries (CGFPI, 1974 to 1977).

Arbitration policy and procedures

Arbitration records in the series (1960 - 1971) concern policy and practices for the settlement of differences between member country clients, consultants, contractors, and manufacturers involved in Bank projects. Included is correspondence sent and received primarily by IBRD general counsel and staff and occasionally from operations or sector departments. There is also material concerning the Convention on the Settlement of Investment Disputes (SID), and the establishment of the International Centre for Settlement of Investment Disputes (ICSID) including summary of meeting proceedings (1964 - 1968).

Finance policy and procedures

Financial audit records in the centralized files were primarily created by Treasurer's Department, Office of the Controller, Technical Operations Department, its sector divisions, and successors and relate to external auditing of Bank and IDA borrowers accounts by independent and corporate auditors. Letters and cables to and from government officials, companies, and private banks provide information on balances of loans and loan details, and internal memoranda outlines countries with project loans and contains arrangements and reviews of accounting practices of industrial borrowers.

Records related to the Bank's policy on investment were created between 1950 - 1973 and covers the advancement and protection of private and foreign investments, guarantees, insurance, and the Symington Plan (1953 - 1957). There is also correspondence with international investment institutions and memoranda from Shirley E. Boskey, policy planning officer and senior policy planning advisor in the Development Services Department, concerning the Working Party on International Investment Guarantees.

Portfolio sales and participation records in the series (1947 - 1968) include memoranda to and from Legal and Treasurer's Departments and the Office of the President including President Black. There are also letters, cables, and other material related to the sales of bonds received under loan agreements and participation by outsiders in loans. Includes approvals for borrowing filed by country, certificates of investment, exchange transfers, and statements of borrowers' obligations. Also includes correspondence relating to the Ford Foundation participation (1956 - 1962), German purchasers, and transactions handled by the Bank's New York and Paris Offices.

Development banks and development finance companies

Several files in the series relate to development banks and development finance companies (1951 - 1978) including Bank Group meetings with regional development banks and development finance companies. Other records relate to IFC's appointment of directors to the boards of development banks and of finance companies in which IFC is a shareholder. There are also a few files regarding the Conference of Development Finance Companies (1965 - 1971).

Operations administration

Series contains records concerning Bank operations administration from as early as 1946 and departments' status of projects, reports to andfrom department heads, country assignments, schedules of operations, operational vice president meetings (1978 - 1986), operations evaluation system (1975 - 1977), and operations evaluation reports including the annual report (1978 - 1983). There are also records related to the preparation of Board reports and working papers such as Future Role of the Bank (1977), Possible Improvements in Techniques of Lending - A Study by the Staff of the World Bank (1970), and a review of Bank experience with proposals for the future (1969). Two general reports files (1975 - 1977) relate to the distribution, format, quality of various reports proposals and standards for the president's report, appraisal report, economic and sector reports, annual report, and drafting of confidentiality agreement of contractors regarding Bank records.

The series also includes correspondence and other records related to policies, practices, and preparation for Bank Group operational reports and statements including: Monthly Operational Summary of Bank and IDA projects (1955 - 1971); Semi-Monthly Operational Report to the Executive Directors on Bank and IDA Operations (1967 - 1971); IFC Monthly Report (1966 - 1968); Statement of Loans (1952 - 1976); Status of Loans (1954 - 1970); Statement of Credits (1969 - 1975); World Tables (1969 - 1976); Country Data and Economic Indicators, Country Economic Brief and Country Program Papers (1969 - 1985).

There is also material concerning the planning and preparation of the Bank's operational directives including the Operational Memorandum and Manual (1952- 1986), Central Projects Notes and Operational Policy Note (1981 - 1986) and Projects Department Director's Memoranda (1969 - 1971).

Fellowship and training files in this series (1969 - 1971) primarily originated in the Projects Department and its sectors, particularly the Education Sector, and contain mostly internal memoranda and cables related to: administrative arrangements of member country trainees for operational projects also known as manpower trainees; nominations of trainees; proposed training for Projects Department professional staff; trainee and fellowship recipient reports; and comments on a draft manual on an "overseas" training program.

Administration and organization

Series consists of records related to the internal administration and organization of the International Bank of Reconstruction and Development (IBRD) and International Development Association (IDA) maintained in the centralized filing system from 1946 to 1980. Records related to the International Finance Corporation (IFC) are less voluminous and were created between 1956 and 1974.

Records originated in the departments and offices whose files were centralized over time including, but not limited to: Administration; Organization and Planning; Development Services Department; Controller's Department; Program and Budgeting; Information Solutions; and the Office of the President and Office of the Vice President whose files were centralized until 1968. Although Secretary's Department records were considered specialized according to the Administration Manual and were decentralized beginning from 1947, there is a significant volume of correspondence between the Secretary's Department and other centralized departments in this series. The types of records comprising the series include internal memoranda occasionally filed with accompanying Board or committee reports and other internal reports and drafts, as well as cables, incoming and outgoing letters, minutes of meetings and proceedings, copies and drafts of contracts and agreements, press releases, press clippings, external reports and articles, and architectural plans and drawings.

The series contains records related to the organization and procedures of theBank as well as the establishment of its departments and subordinate offices. A small volume of files related to the President's Office and Vice President's Office (1947 - 1971) document general and personal activities and congratulatory letters, as well as two files regarding the organization of the President's Council (1969 - 1968) and subjects for discussion at the council meetings, together with organizational charts and bulletins. The records also document Bank-wide reorganizations as well as work programs, budgets, staffing requirements, internal relations, and activity reports of various Bank departments and divisions from 1946 to the 1970s including: Administration, Economic Department, Loan Department, Legal Department, Development Services and its successor Information and Public Affairs, Technical Operations and its successor Projects Department, Programming and Budgeting, Technical Assistance and Planning Staff, Secretary's, and Treasurer's. Several files relate to the organization of the Bank's early economic research program as well as meeting summaries and monthly progress reports of the Loan Department and Economic Department and its' sector division staff. These department files mostly contain memoranda that is occasionally attached to administrative circulars announcing staffing assignments and organizational changes, press clippings, or other records. A few files in the series relate to Economic Development Institute (EDI) administration, inquiries, and library project (1969 - 1971). Field offices files document administrative procedures for the setting-up and operations of offices. Correspondence is mostly between the Bank's representatives or field office staff, and senior management and staff at headquarters. The more substantive letters in the representative files describe the economic situation in the countries. Field offices files include the following record date ranges: Paris Office, also referred to as the European Office, first opened in Europe (1947 - 1979), New York (1947 - 1971), Beirut (1952 - 1954), London (1956 - 1979), Geneva (1965 - 1968), Copenhagen (1969 - 1971), and Treasurer Department's various offices in Europe (1947 - 1949). A small number of resident mission files (1969 - 1980) mostly relate to the offices' functions, leasing of premises, and other administrative matters.

Other records in the series document policies and operations of the Bank's administrative and support services such as: records management and the maintenance and disposition of World Bank records and official documents; Joint Library and Legal Library; internal audit; translation and document printing services; communications; the use of devices and computers; and data processing.

Series also contains records related to the Articles of Agreement and By-Laws of IBRD and IDA (1946 - 1971). Included are: internal memoranda; cables; copies of the Articles including in French and Spanish; printed by-laws; drafts and official Board documents and decisions; reports of the Committee on Interpretations and Committee on Procedure; and correspondence concerning the interpretation and amendments of these instruments as well as the IFC Articles of Agreement and Charter; and voting of countries on the articles and by-laws. Other files concern the IBRD, IDA, and IFC budget (1948 - 1971) language (1950 - 1968), and seals (1956 - 1965).

There are records such as internal memoranda and reports, United Nations resolutions and minutes, UN Economic and Social Council (ECOSOC) reports, press clippings, and speeches related to the history and inauguration of IFC (1956 - 1974), history of the Bank, and history projects such as the Brookings Institution publication and oral history planning (1942, 1944, 1947 - 1974). There is a single file related to the origin of IDA, labeled as General Counsel "Mr. Sommers' working file on IDA" including legislation, summaries of President Black's meetings, statements of Board of Governors, and country member notes on the IDA proposal (1959 - 1960). Also included is a list of bibliographic sources from pre-Bretton Woods period. The 1942 and 1944 documents are copies of outlines and draft "Proposal for a Bank of Reconstruction and Development of the United and Associated Nations" by the United States Treasury research department. Also includes correspondence regarding the planning of anniversary celebrations (1956 - 1971), draft statements, and press coverage booklets of the tenth and twentieth anniversaries of IBRD (1966).

Donations and organizational membership records in the series (1956 - 1968) relate to policy discussion about Bank financial contributions to international and local institutions, professional societies, as well as club memberships and membership dues.

Series also contains records of various Bank meetings and the functions and procedures of committees beginning from 1946 to 1977. Includes correspondence and minutes of professional staff meetings (1951 - 1968), senior staff meetings (1969 - 1971), department heads meetings outside of Washington, or "lost weekends" (1952 - 1968), Administration Department staff meetings (1947 - 1968), and other department meetings (1966 - 1968). Committee records include minutes or reports of: the Board Committee on Administration and Administrative Policy (1946 - 1957); Board Committee on Interpretation and Procedure (1946 - 1949); Joint Bank-Fund Committee on Integrated Services and Functions (1949 -1953); Joint Library Committee (1946 - 1947); Committee on Bank Organization (1952); Committee on Staff Utilization (1955); PublicationsCommittee (1969 - 1971); and others.

The series contains a substantial volume of records concerning the preparation and amendment of directives and manuals that set out the policies, procedures, and standards for the overall management and administration of the World Bank from 1946. Includes correspondence and statements regarding the preparation of the Administrative Manual, Organizational Bulletin and Policies and Procedures Statements (1947 - 1966), IFC Administrative Manual (1956 - 1966), Basic Documents Manual (1961 - 1971), and Organizational Manual (1966 -1971). There are also sets of the Administrative Order and Information Circular (1946 - 1947), Administrative Circulars (1947 - 1974) and Weekly Bulletins (1965 - 1971), and related memoranda. The Weekly Bulletins replaced the Information Bulletin in December 1952 and were prepared successively by the Administrative Planning Division, the Organization and Procedures Division (1970), the Administrative Services Department's Document Services Division (1972), and Information and Public Affairs (1973). There are also copies of the Development Services Department newsletter (1969 - 1971).

The series contains memoranda and other records concerning agreements (1949 - 1975) of an administrative nature such as cost-sharing between IBRD and IDA, Bank and IFC, and between the Bank and International Monetary Fund (IMF). Other agreements pertain to library services of the Joint Library and the Legal Library, United Nations and the Bank, and leasing of space and office rentals. There are also records related to authorized signatures for written instruments.

Series contains correspondence, copies of contracts, building and floor plans, technical drawings, and other records relating to the acquisition, construction, and maintenance of World Bank Group buildings and management of premises in Washington, Paris, London, and New York (1949 - 1977). There are several files documenting the construction of the Bank "D" building at 1809 G Street, Washington. Also included are New York office plans dated 1963 and reproductions of 1937 plans.

Series also contains records related to Bank assets such as vehicles and apartments and facilities for Economic Development Institute (EDI) participation, insurance coverage of buildings and vehicles, as well as other administrative files on office services, conference rooms and cafeterias, maintenance contracts, office space and security, parking facilities, and the creation of the Bank-Fund Credit Union.

There are also records related to general staff services and policies, financial assistance, privileges and immunities, taxation including Bank staff exemptions, travel policy and travel services, retirement plan, staff health and welfare, insurance coverage, and the Staff Association. Includes privileges and immunities files for IFC (1955 - 1968). Other files deal with contributions to charity, allowances for official entertainment, and policy regarding the acceptance of gifts, civil defense, and other matters.

Series also contains a small portion of reports, correspondence, and other records relating to varied topics including: studies of the Bank's organization and procedures conducted by General Counsel Davidson Sommers (1962 - 1966) and Vice President Mohamed Shoaib's Study Committee (1966 - 1967); the Bank's involvement in the establishment of the Washington International School (1969 - 1971); public relations (1972 - 1974); and copy of the report "The International Bank for Reconstruction and Development, 1946 - 1953".

Chronological files

The series consists of records created by the Population, Health and Nutrition Division (PHRHN) and its subordinate units beginning from 1988 and continuing through 1995 under its' successor, the Population, Health and Nutrition Department (PHN) of the Human Resources Development (HRO) Vice Presidency.

Records generally consist of outgoing memoranda and letters, specifically hard copies of All-In-1 messages and attachments. Much of the correspondence is between division staff and external agencies, institutions, and governments discussing information exchange, collaboration on projects, and conferences. Correspondence between PHN staff and other Bank departments relates to: research paper publication; peer review and comments on research, strategy, and policy papers; conference attendance and planning; preparation of sector reviews; grants and trust funds; and assistance to and collaboration with the regions. Other records occasionally found among the correspondence are back-to-office reports; terms of reference (TORs); aide memoires; published and unpublished reports and policy papers; sector reviews; and business plans.

A small body of correspondence files all dated 1993 were provided classification by country or subject presumably by IISC (see Archival History field for further information). Most of the country files contain a single memorandum regarding projects, pre-appraisal and reviews, or country health or nutrition data. The subject files are also thin, and cover a variety of topics under: administration (including budget, work program, special grant or donor funding, and fiscal review); policy development and research; dissemination and training (including publications and attendance at conferences, workshops, roundtables, and other events); and general functional areas). This set of files contain mostly memoranda between PHRHN division staff and other Bank staff, including the Regions, often in the form of TORs and back-to-office reports.

Records of the Population, Health, and Nutrition Sector

  • WB IBRD/IDA WB_IBRD/IDA_89
  • Fonds
  • 1963-2001 (predominant 1972 - 2000)

The fonds contains records predominantly created between 1972 and 2000 by the Population, Health and Nutrition Sector. A small portion of records that date from 1963 are external reports and other material used for background reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the Population, Health, and Nutrition Sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of the sector's functional responsibilities including: producing studies and publications; policy development; operational support to the Regions regarding quality review of Bank projects; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other multilateral and private-sector organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

Population, Health, and Nutrition Sector

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