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Liaison with external organizations

karThis series contains records relating to the World Bank's liaison with external organizations. Records in this series originated in the various units responsible for liaison with external organizations in the External Relations department/vice presidency. However, due to records management practices in the Bank between 1946 and 1978, some of the records in this series originated in departments other than those focused exclusively on liaison activities. This is described in more detail below. Also note that, beginning in 1987, most of the liaison functions in the Bank were removed from the External Relations vice presidency for two brief periods: 1987 to 1990, and 1993 to 2002. Please see the Administrative History field in the Records of the Office of External Relations fonds description for more information on the organizational history of the liaison function in the Bank. Also see the Related Units of Description field below for the location of those post-1987 records related to the liaison function created in units outside of External Relations that are not contained in this series.

This series consists of records that were classified as "liaison files" or "United Nations liaison files" in the Bank's 'General' or 'Central' filing systems. These records date from 1946 to 1978 (with the exception of 1969 to 1971; please see Related Units of Description below). While records classified in this manner originated in departments from across the Bank (including the Office of the President), the majority of the 'General' and 'Central' files originated in the Technical Assistance and Liaison Staff (TAL, 1946-1961), Development Services Department (DSD, 1961-1973), and International Relations Department (IRD, 1973-1978).

Note that, from the beginning of the Bank's General Files classification system in 1946, "liaison files" and "United Nations liaison files" were classified separately. This likely occurred because the Bank's relationship with the UN and its agencies was more involved than with any other external organization. In 1964, as the Bank's collaboration with the UN in fields like agriculture and education was increasing, the Bank created a separate position called the Special Representative to the United Nations within DSD separate from staff responsible for liaison with non-UN external organizations. In 1965 the Special Representative moved to New York and opened an office at the United Nations headquarters. In 1978 a second World Bank UN Office was opened in Geneva, Switzerland.

Both the "liaison files" or "United Nations liaison files" consist of communications with external organizations with whom the Bank had a relationship. Organizations include governmental and international agencies, development banks, religious groups, academic institutions, and private foundations. Records relating to communications with the United Nations and its many agencies (United Nations Development Program [UNDP], Food and Agriculture Organizations [FAO], etc.) are the most voluminous in this series. The volume of records relating to communications with non-UN organizations and governments can be sizable (the Organisation for Economic Co-Operation and Development [OECD] or the United States government and its legislators, for example) or as small as a single folder.

The most common correspondence in this series are invitations to or requests for participation in meetings, conferences, seminars, workshops, training courses, and similar events. In addition to correspondence with external organizations, records related to event participation and coordination also include internal memoranda, Terms of Reference, back-to-office reports, meeting agendas, conference programs, and press releases.

Records relating to collaboration or partnership on joint projects, research, and missions are also common, particularly in those records relating to the UN and its agencies. These records are generally limited to work program development, information sharing,and logistical planning. The records also relate to the exchange of information (including mission schedules, policy proposals, sector studies, etc., most of which are not included with the correspondence), and request for comment.

The Bank-wide 'General' and 'Central' filing practice was discontinued in 1978, and a new Non-Regional Information Center (NRIC) was created to manage records created by non-operational units including the External Relations' International Relations Department (IRD). Unlike therecords of the 'General' and 'Central' files, records from the NRIC, which existed from 1978 to 1986, and those subsequently transferred to the World Bank Group Archives directly from units responsible for external liaison include only those that originated in units responsible for the function. The exceptions are those records that were shared with these departments by other Bank units. Note that most of the records relating to external liaison that were created while the external liaison function was housed outside of the External Relations Vice Presidency from 1987 to 1990 and 1993 to 2002 are included. To locate those arranged in other fonds, please see the Related Units of Description field below.

Topics contained in the NRIC and subsequent records are similar to those in the 'General' or 'Central' files, but with some additions. Beginning around 1980, the Bank's engagement with non-governmental organizations (NGOs) intensified. Records relating to the Bank's communication and collaboration with NGOs as well as the development of policy for interacting with NGOs are contained in this series. Likewise, records relating to the Bank's interaction with civil society also become more numerous throughout the 1980s and 1990s.

Records relating to external meeting and conference attendance are also included as are records related to external liaison staff's participation in World Bank Group spring and annual meetings. Background and briefing materials for senior Bank management prepared by EXT units responsiblefor meetings with external organizations are contained in this series. Many of these briefing materials were prepared for World Bank Group presidents Lewis Preston, James Wolfensohn, Paul Wolfowitz, and Robert Zoellick. Finally, a small amount of records relating to the organization and management of the units responsible for external liaison over time, including the New York and Geneva offices, are contained in this series. These records primarily relate to staff retreats where strategy and work programs were developed.

Records relating to the Bank's European field office in Paris, France, are also included in this series. The records date from 1949, when Drew Dudley, Director of Public Relations for Europe, arrived in Paris, to 1980. The records of the European office relate to its primary role as Bank representative to European governments, central banks and other financial institutions, international organizations, and the European media, academic institutions, and business community. Records also relate to other activities, including the arrangement for the sale of Bank securities in Europe, carrying out information programs, and performing administrative functions. Records consist of correspondence with Bank staff, including Bank presidents, in Washington, DC. Topics include logistical matters, reports on meetings, and exchange of information.

Records relating to the Tokyo office, which opened in November 1970, are also included in this series. The office was concerned with facilitating liaison between the Bank and the Japanese government and the Japanese financial community. It also served as a source of information for the Japanese press and public. Tokyo office records date from 1974 to 1975 and relate to communications with the Japanese government and media, administrative functions, and information exchange and publication.

The series also contains records from 1983 to 1987 relating to general policy and analysis undertaken by IRD in support of liaison with NGOs and other external organizations. Records relate to food security, poverty, debt, and the environment and contain reports, internal memoranda, communications with external organizations, logistical plans for meetings, and back-to-office reports.

The series also contains thematic subject files created and used by EXT units responsible for liaison with external organizations. Topics include gender, human rights, indigenous peoples, partnerships, structural adjustment, private sector investment, etc. These types of records generally date from the 1980s through 2010 and contain a variety of materials, such as: correspondence and internal memoranda; conference materials; and external publications.

The records of the World Bank's Grant Committee are also contained in this series. In 1981, the Bank's system for making grants to development institutions and conferences was streamlined and consolidated within the External Relations Department. From 1981 to 1987, IRD provided the staff for the roles of chairman and secretary. Records include meetingminutes, internal memoranda, and correspondence with external organizations relating to their requests for funding. Records date from 1981 to 1987 and 1990 to 1993.

Records related to the Robert S. McNamara Fellowship Fund are also included in this series. The fund was proposed in 1981 and awarded its first fellowships in 1983. Records relate to the setting up of the fund, raising funds from Bank members, the establishment of a selection committee, and the awarding of fellowships. Records date from 1981 to 1986.

Correspondence

This series contains a fragment of President George D. Woods' correspondence, both private and official. Notable among the official correspondence is a letter to Hector Prud'homme, University of Hartford, Connecticut, on education projects; an exchange of letters with the President of Pakistan, Marshall Ayub Khan, on the political situation for Pakistan in July 1965; a letter to Antonio Montero, a banker from the Bahamas, on external financing of local currency components of public projects; and a report from World Bank Vice President J. Burke Knapp on his talks with the President of Zambia, Kenneth Kaunda, on the situation in Rhodesia in December 1965.

Administrative Circulars and For Your Information announcements

Series contains copies of of World Bank/International Finance Corporation/International Development Association (IBRD/IFC/IDA) Administrative Circulars from 1973 to 1985 and For Your Information (FYI) announcements from 1986 to 1993 collected by Moeen Qureshi. Administrative Circulars were circulated Bank-wide, and provided announcements of senior staff appointments, organizational and procedural changes, and Bank-wide initiatives. As of 1986, the circulars were renamed For Your Information. The frequencyof the announcements varied from week to week.

Indonesian oil sector files

Series consists of records primarily created during Bernard R. Bell's tenure as Director, Resident Staff Indonesia from 1968 to 1972. The series contains a draft paper on the historical development of the oil sector in Indonesia, including notes on Indonesian oil companies. Correspondence and notes concerning Bank economic missions reviewing the oil sector are included, as well as notes of interviews with Indonesian government officials and oil company personnel. The series contains copies of articles on Indonesian oil, copies contracts dating from 1963, copies of Indonesian laws regulating the oil sector, and statistics on the financial status of P. N. Pertamina, the Indonesian National Oil and Natural Gas Mining State Enterprise.

India Fourth Five-Year Plan and economic policy files

Series consists of records maintained by Bernard R. Bell primarily relating to his work studying India's Fourth Five-Year plan while he was economic advisor to Andre de Lattre, President Woods' appointed representative to India. The study began with an appraisal mission headed by Bell which visited India in October-November 1966. The purposes of the mission were to examine the changes made in Indian economic policy in 1966 and how they were being implemented, and to survey the proposed Fourth Five-Year Plan and the aid requirements associated with it. The series contains: Bell's outgoing memoranda and cables with Woods and de Lattre and members of the 1966 appraisal mission to India; correspondence on the previous Bell Mission Report (1964-1966) on India's economy; correspondence with the government of India and documents from the U.S. government on India; a file on Woods' meeting with Ashok Mehta, the Indian Minister of Planning; and copies of official meeting documents of the India Consortium, a group of donor countries concerned with providing aid to India and India's development efforts. The consortium meeting records are filed with copies of memoranda primarily from Alexander Stevenson, Associate Director of Asia Department, and copied to Bell and others, covering the years 1966 to 1968.

Series also contains subject files relating to the Fourth Plan, containing correspondence and background reference materials, a copy of Bell's fourteen volume Bell Mission report in 1965 published as "The Report to the President of the IBRD and IDA on India's Economic Development Effort", and a copy of his 1967 Bank report titled, "Indian Economic Policy and the Fourth Five-Year Plan".

Also included in the series is a small volume of correspondence and other records, dating from 1964 to 1965, relating to the India coal transport study financed by the Bank, a report written by Bell's consulting firm in 1963 on statistics of Korea, and economic reports authored by the Bank, the Indian government or external research groups on India, its growth, and economic prospects, dating from 1973 to 1975.

Bretton Woods collection

Series is comprised of Léonard B. Rist's collection of reference material on the Bretton Woods Conference and the events leading up to it. Document types include official copies of proposals, agreements and amendments relating to the Bretton Woods institutions, IBRD and IMF, as well as reports and commentary from U.S. government agencies (Treasury, Federal Reserve, State Department), research institutions, and the press (Foreign Affairs, Finance, Foreign Commerce Weekly). Also included are President Roosevelt's address to Congress recommending passage of the Bretton Woods agreements, 1963 amendment to the Bretton Woods agreement, and several unpublished papers.

Subject files

Series contains records maintained by Léonard B. Rist from the early period of IBRD history primarily when he first served as Director of the Research Department, later Economics Department between 1946 and 1960. Records are varied and include correspondence and speeches that Rist drafted for President Eugene Black during the period 1947-1953 and an information packet prepared for Black's 1952 trip on which Rist and other senior staff accompanied him to Pakistan, India, Ceylon, Thailand, and Australia. Also included is a file of Rist's speeches to the information conferences (1949-1959), two or three-day sessions at the Bank where groups of individuals in the finance profession would be introduced the Bank and its operations (1949-1951), a file on establishing the Research Department in 1946, and files on loan policy, 1946-1967. Records from the 1950s relate to the European Investment Bank and French oil exploration, and UK credit conditions covering 1945-1957. In 1963 and 1964 while he was Special Adviser to the President, Rist chaired the Committee on Loan Charges , and these files include correspondence on the Committee's Memorandum on Loan Charges (1964). Other files (1960-1968) relate to terms of Bank loans, market loans, IBRD reserves and 9% subscriptions, and Bank and IDA financial policy.

Correspondence with World Bank President

Series contains Qureshi's correspondence with Bank Presidents Robert S. McNamara, Alden W. Clausen, and Barber Conable beginning when Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and Vice President Finance, International Bank for Reconstruction and Development (IBRD) in 1979 to his retirement in 1991 as Senior Vice President for Operations.

Although Qureshi maintained this correspondence in a single chronological series, the nature of the files changes somewhatwith each president. Records from the McNamara era, 1979-1981, include: copies of notes and memoranda sent by or through Qureshi to McNamara; copies of letters forwarded by Qureshi to McNamara for his signature; letters forwarded to McNamara by others and copied to Qureshi; copies of letters and memoranda McNamara sent to others and copied to Qureshi; and memoranda "to the files" summarizing important meetings that McNamara held with others and that Qureshi attended as an observer and/or recorder. Many of Quresh's memoranda to McNamara were returned with extensive handwritten comments and/or replies from McNamara. In many cases, a typed version of McNamara's handwritten comments is also attached to the incoming correspondence.

Records from the Clausen era, 1981-1986, primarily consist of: copies of letters Clausen sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Clausen; and copies of letters Qureshi and his staff prepared for Clausen's signature.

Topics covered in the files during the McNamara and Conable presidencies include (but are not limited to): draft Board papers; Bank borrowing operations; World Bank capital increases; International Development Association (IDA) replenishments; currency management; fiscal projections and monthly financial reports; work program and budget; and staffing requirements and personnel matters.

Records from the Conable era, 1986-1991, include: copies of letters Conable sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Conable; and copies of correspondence Qureshi and his staff prepared for Conable's signature. None of Qureshi's correspondence to Conable were returned with the President's comments. Memoranda and notes that Conable sent directly to Qureshi are filed in Qureshi's subject files.

Most of the correspondence from Conable's era was sent when Qureshi was Senior Vice President for Operations (SVPOP) beginning in 1987. Correspondence covers subjects including: debt; Special Action Program for African countries; International Development Association (IDA) allocations; country lending and emergency situations; and adjustment lending and operations.

The series also contains an index of all of Qureshi's correspondence, 1979-1991, indicating the date, subject, and occasionally, the type of correspondence.

Subject files

Series contains subject files created and maintained during Qureshi's career in the World Bank Group (WBG). Although the files are most voluminous for the period during which Qureshi was the Bank's Senior Vice President for Operations, 1987 to 1991, the series also includes records accumulated while Qureshi served in his various capacities at the international Finance Corporation (IFC), through his tenure as Senior Vice President of Finance, 1981 to 1987. Subject files were created beginning in 1972 apartfrom a few reproductions of earlier publications and documents within the files.

Records include outgoing memoranda, letters, draft loan issuances, minutes, copies of Qureshi's speeches and articles, press releases and clippings, Qureshi's handwritten notes and comments, and occasionally externally-authored papers and reports. Several of the files contain Board papers presented to Executive Directors regarding a given topic.

Subject file topics include: debt; debt reduction; lending programs; Bank capital increases; co-financing; International Development Association (IDA) replenishments; overdue service payments; economic and social sectors; development of operations policy; Operations Evaluation Department (OED) project performance results; technical assistance; relations with China; relations with the Palestinian Liberation Front; currency pooling; special drawing rights; the Persian Gulf crisis; private sector development; women in development; and cooperation with the International Monetary Fund (IMF) and the United Nations (UN). Administrative topics include: budget issues, processes, and guidelines; Operations staffing, budget, and business planning; IT support; and managers' retreats.

Country Strategy Papers

Series consists of Moeen Qureshi's set of Country Strategy Papers (CSP) and Country Strategy Notes (CSN), and their predecessor, Country Program Papers (CPP). While Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and the International Bank for Reconstruction and Development's (IBRD) Vice President of Finance from 1979 to 1980 through his tenure as Senior Vice President, Finance (SVPFI, 1981-1987), the papers were copied to him for his information. The CPPs and CSPs map out the Bank's assistance strategy for a country and were submitted by the Regional Vice Presidencies (RVPs) to the Operations Committee (OC) or the Operations Policy Committee (OPC) for review and approval. Most of Qureshi's files contain copies of the postscripts, which summarize the action taken by the OC, the OPC, or the OPNSV, together with the CPP or CSP, and copies of memoranda to the Senior Vice President for Operations (SVPOP). In a few instances, the country papers maintained when Qureshi was Vice President then Senior Vice President of Finance include attached typewritten notes. The notes were addressed to Qureshi from IBRD/IFC senior staff or were prepared by Qureshi, to provide additional economic information or insight on the country. Some of the files created when Qureshi was SVPOP beginning in 1987 also contain original memos and both review drafts and final versions of CSPs. The few earliest files, from 1974 to 1977, were maintained by Qureshi's IFC predecessor, Ladislaus Von Hoffman.

Policy and research papers

Series consists of copies of various policy and research papers kept by Bernard R. Bell while he was Regional Vice President, East Asia and Pacific Region (EAPVP). Series includes a World Health Organization (WHO)-UNICEF study on health needs in developing countries in 1975, internal Bank memoranda and records relating to energy and the oil crisis from 1973 to 1974, two Bank papers on the economic evaluation of public utilities projects dating from 1974 to 1975, and Bank papers on topics of interest to Bell, ranging from rural roads to procedures for project documentation.

FPD budget, business plan, and work program records

The series includes budget, business plan, and work program records. The bulk of the records are Private Sector Development Department (PSD) budget records detailing funding for PSD related units for fiscal year 1996. The budget records include: correspondence; memoranda; trust fund letters of representation; budget reports and charts; and travel expense reports. Budget records related to PSD resource mobilization and funding units of the Private Sector Financial Operations Group (CFSPS) and its successor the Private Sector Development and Privatization Group (PSDPS) are also included for the fiscal year 1996. Budget and work program records for FPD involvement with the Consultative Group to Assist the Poor (CGAP) program are included for fiscal years 1995 and 1996. CGAP records include: correspondence; memoranda; budget reports and charts; progress reports; staff and consultant hiring records; and travel expense reports. Records related to the overall planning, management, and organization of FPD and its subordinate departments are also included for fiscal years 1994 to 1996. These records include: correspondence and memoranda between FPD Vice President Jean Francois Rischard and the directors and staff from each department; quarterly, mid-year, and retrospective review reports; staff lists; trust fund budget reports; FPD themes and prospects reports; business plans; and work programs.

FSEVP budget monitoring and planning records

The series consists of budget monitoring records for the fiscal years 1999 to 2002 for FSEVP and its subordinate departments and units. The budget records include correspondence and memoranda; work program budgets; budget guidelines reports; quarterly and mid-year budget review reports; staffing expense reports; budget allocation; status budget reports; and budget deliverables. Proposed and planned budget records are also included for projects funded by the New Spending Authority (NSA) as part of the WorldBank and IMF Financial Sector Assessment Program (FSAP) for the years 1998 to 2001. The FSAP records include retrospective reports, strategic compact funding, and cross support budget records.

Operations Division, Asia-Country Department II (AS2CO) chronological correspondence files

The series includes chronological correspondence, memoranda, and other records of Heywood Fleisig created or received during his position as Principal Economist in the Country Operations Division, Asia-Country Department II (AS2CO). Most of the records are related to debt restructuring plans and strategies for the Task Force on Philippines Debt from 1989. Much of the correspondence and memoranda include attached reports or surveys, Fleisig's personal notes, and financial and statistical data. The correspondence and memoranda are mostly between Fleisig and other Asia Country Department staff. Meeting minutes from the Executive Board of Directors related to debt restructuring in the Philippines are also interfiled in records.

Office of the Chief Economist, Latin America and Caribbean Region (LACCE) chronological correspondence files

This series includes chronological correspondence, memoranda, and other records of Heywood Fleisig created or received during his position as Principal Economist in the Office of the Chief Economist, Latin America and Caribbean Region (LACCE). The records are primarily devoted to economic and sector work (ESW) planning, and reporting for the Latin America and Caribbean Region (LAC). The records include: initiating memoranda; ESW business plans; ESW task briefs; terms-of-reference; back-to-office reports; and research paper and survey proposals. The series also includes meeting minutes from LAC regional ESW planning meetings, and draft policy papers with handwritten notes and comments by Fleisig. Most memoranda and correspondence are between Fleisig, the Region's Lead Economists, and other staff in the LAC Region. Correspondence between Fleisig and the Office of the President (EXC) are also included.

Pre-Bank conference and seminar policy papers

This series includes policy papers prepared by Lamb for conferences and seminars when he served as a research Fellow at the Institute of Development Studies at the University of Sussex from 1977 to 1979. The papers pre-date his appointment to the World Bank in 1980. The following draft papers are included: Distributive Politics in Tanzania; The Politics of Growth and Distribution: Is a Policy-relevant Analysis Possible?; and Organising for Technology Appropriation: An approach to appropriate technology implementation.

Industrial Development and Finance Division, Western Africa Projects Department (WAPID) country and project records

Series consists of correspondence created and received by Frank Vita during his tenure as Senior Operations Officer in the Financial Division of the Western Africa Industrial Development and Finance Projects Department (WAPID) of the West Africa Vice Presidency (WAN). Vita was primarily involved in project appraisal and supervision during his time in WAPID. Records were primarily filed according to country and thereunder by project name or type of records (i.e. supervision reports, official project documents, correspondence). Ghana is represented the most while records relating to Liberia, Nigeria, Malawi, and Kenya are also included. Project-related records include supervisory reports; project appraisals; project completion reports (PCRs); appraisal of projects submitted for financing by development finance companies; country sector reports (particularly on industry, financial institutions, and development banks); and correspondence discussing the writing and dissemination of these materials. Terms of Reference and back-to-office reports related to project appraisal and supervision are also included. Series contains a significant number of records related to the following Ghanaian projects: National Investment Bank Project (01) National Investment Project (02) Highway Project (02) and Highway Project (03) - Emergency Maintenance Project records related to the Development Finance Corporation Project (01) in Liberia are also numerous.

Note that a small amount of records relating to the identification of financial technical assistance projects prepared by Vita in 1990 while working in the International Finance Corporation (IFC) are filed in a folder alongside Ghana project files.

Europe, Middle East, and North Africa Vice Presidency (EMENA) and Europe and Central Asia Vice Presidency (ECAVP) chronological and project files

Series consists of correspondence, reports, and other records created or received by Frank Vita while serving as Senior Country Officer in the Europe, Middle East, and North Africa Vice Presidency (EMENA) and, following the 1991 reorganization of the World Bank's operational units, the Europe and Central Asia Vice Presidency (ECAVP). Vita left this position and retired from the World Bank in 1992. During most or all of his time in EMENA and ECAVP, Vita was the Country Officer for Czechoslovakia, or Czech and Slovak Federal Republic (CSFR). As a result, almost all of the records in this series relate to CSFR project lending and sector research. Of these, records relating to the "Technical and Financial Advisory Project" are most common; note, however, that the CFSR government eventually withdrew from the project. Records related to the Technical and Financial Advisory Project include: project cycle documents, including project briefs, appraisal and post-appraisal documents, final executive project summary, and legal documents; Terms of Reference; back-to-office reports; Aide-Memoires; country strategy notes (including drafts); and correspondence with and briefing notes for CFSR government and state Bank officials.

Other CFSR records relate to: country risk assessment; privatization and restructuring of state-owned enterprises and infrastructure (the latter through the Build, Own, Operate Transfer [BOOT] system); sector reports and research materials (including banking and financial sector, energy sector, and transportation sector); country briefs; a VHS videocassette related to CFSR "Enterprise for Privatization" initiatives; and Annual Meeting briefs. Records relating to senior Bank management mission trips to CFSR are also included. Vita often acted as liaison and facilitator for these trips, which included Moeen Qureshi (Senior Vice President of Operations [OPNSV]) and Willi A. Wapenhans (EMENA Vice President). A small amount of loan documents related to other CFSR projects are also included.

Arthur Andersen LLP and PricewaterhouseCoopers project records

Series consists of correspondence, reports, and other materials created or received by Frank Vita while employed by Arthur Andersen LLP as Managing Director, Global Emerging Markets Services (GEMS) and, in lesser amount, by PricewaterhouseCoopers (Asia) as a senior consultant. Records relate to a variety of management and administrative functions in support of projects and technical assistance funded by the World Bank and other development agencies, including the Asian Development Bank (ADB) and European Bank for Reconstruction and Development (EBRD). Main functions include project management, technical support, and program identification. Records in this series relate to participation in project identification and management in a number of countries, including Russia, Uzbekistan, Kazakhstan, Lithuania, Slovenia, India, and Vietnam. The majority of the projects involve the banking and financial sector. Records are filed according to project or country and include: correspondence related to project proposals or contract work; contracts for services; Project Implementation Unit (PIU) guides; Terms of Reference; and requests for proposals.

Operations policy and project support records

The series includes records from: the Transportation, Water, and Telecommunications Department (TWT) from 1978 to 1982; the Urban Projects Department (URB) from 1978 to 1982; the Water and Urban Development Department (WUD) from 1983 to 1987; and the Transportation Department (TRP) from 1983 to 1987. These departments were primarily mixed sector departments, therefore, the records cover a broad range of topics, including but not limited to: highway maintenance and development; port development; railways;maritime transportation; water and sanitation systems maintenance and development; tourism services and infrastructure development; urban development; and telecommunication infrastructure and public utilities development. The records include: internal and external correspondence, including letters and memoranda; initiating memoranda; project files; project completion and audit reports; sector support and research files; sector policy papers; back to office reports (BTOs); terms of reference (TORs); and departmental publications. Records related to the Bank's Urban Project Program, which was originally launched in 1975 and supported by URB and later WUD are also included. The Urban Poverty Program records primarily include correspondence and reports related to various sector projects done in support of the program.

Managing Director (MDS) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Managing Director (MDS) for Bank President Lewis T. Preston. The records include correspondence, memoranda, agenda and meeting minutes, and other records related to high level policies, programs, and administrative operations of the World Bank. This includes records related to the reorganization of the Bank in 1991, which details the termination of senior vice-presidencies in bank operations, establishment of managing directors in Bank operations, and the re-organization of Bank units and World Bank Group affiliates. Other records include memoranda and correspondence of various

meetings arranged for Karaosmanoglu with Preston, fellow Managing Directors Ernest Stern and Sven Sandstrom, Executive Directors of the Bank, country leaders, Regional Bank staff, and other World Bank senior officials. Some correspondence and memoranda cover policy and programs of the Bank, such as structural adjustment loan programs, travel policy, and country strategy or policy framework papers for specific countries.

Asia Vice Presidency (ASIVP) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Vice President in the Asia Vice Presidency (ASIVP). The records include correspondence, memoranda, agenda and meeting minutes, and other records related to support of ASIVP operations, including: memoranda of country project loan signings; meeting minutes and agenda records for meetings with ASI staff, Board of Executive Directors members, country representatives from the ASI countries, and other senior World Bank officials; and incoming and outgoing correspondence and memoranda regarding management of ASI and support of ongoing projects within the ASI Region.

Speech, presentation, statement, and interview files

This series includes records of the speeches, presentations, statements, and interviews given by Attila Karaousmangolu in the following roles: Director of Development Policy (VPD); Director of the Country Programs Department 1 of the Europe, Middle East, and North Africa Region (EM1DR); Vice-President East Asia and Pacific Region (AENVP); and Managing Director (MDS). The records include speech transcripts, presentation papers, press releases, newspaper clippings, and hand-written notes. Correspondence and memoranda are also included, and detail formal arrangements, itineraries, and responses to speeches, presentations, statements, and interviews given by Karaosmanoglu.

PSD and PSAS business plan, work program, and budget monitoring records

The series includes budget monitoring, business plan, and work programs records for: the Private Sector Development Department (PSD); its numerous units; and its successor, the Private Sector Advisory Services (PSAS) in PSIVP. The PSD units were mapped and merged into PSAS in late 1999, which came after the establishment of PSIVP in February 1999. Much of the PSD related records consists of correspondence and memoranda that details the carryover of funding for PSD projects to PSAS, and reorganization and merging of PSD units with other Bank and IFC units. Budget monitoring records for PSD and PSAS include: monthly monitoring tables for fiscal years 2000 to 2003; year-end projections reports; overrun cost reports; quarterly and mid-year review reports; reposting and dispute budget reports; chargeback reports; reimbursable income reports; cross support funding reports; staff budget reports; and discretionary budget reports. European Union trust fund reports and economic sector work (ESW) budget records for PSDrelated projects are also included, and discuss carryover and extension of projects to PSAS of PSIVP. Business plan and work program records for PSD and PSAS are included for fiscal years 2000 to 2003. The business plans and work programs include: staff and consultant information; thematic group activities reports; sector board compacts; Time Reporting System Adjustments and Cross Support Ratio budget reports; PSAS set-up information; and correspondence and memoranda regarding restructuring and reorganization of PSD.

Strategic Planning and Review Department (SPR) records

Series consists of records related to Garcia de Truslow's activities in the Strategic Planning and Review Department's Strategic Planning Division (SPRSP) between 1987 and 1990. As a Planning Officer, Garcia de Truslow contributed to the establishment of the strategic planning process, supported the Strategic Agenda program through analytic work on priority issues, and provided ad hoc support to senior management. She also contributed to the 1987 reorganization process and participated in the Bank's Main Complex renovation.

A number of papers and reports discussing the future of the Bank, including a copy of the Strategic Agenda report, are included. Other reports authored by SPR staff, SPR consultants, and external authors are included. Topics are varied and include: technology and development; public sector reform; private investment; trade; field offices; and employment and macro-economic policies. Budget materials including midyear and retrospective reviews of various Vice Presidencies are included. Records related to the 1987 reorganization include: the General Reorganization Report and other reports; staff announcements; and memoranda. Records relating to facilities management and the rehabilitation of the Bank's Main Complex include: renovation proposals; memoranda; and correspondence related to the architectural design competition.

Series contains a number of subject files containing records collected by Garcia de Truslow during her time in SPRSP. The majority of these records are reports and articles on a disparate range of topics. A small amount of Bank memoranda and Board papers are also included.

SPRSP budgeting and management records are also included in this series as is a chronological file containing incoming and outgoing correspondence related to SPRSP activities. Correspondence is primarily between Garcia de Truslow and parties external to the Bank and relates to a variety of topics relevant to Garcia de Truslow's work in SPRSP as well as to her work in operations.

Subject files

Series contains subject files compiled by Garcia de Truslow over the course of her career at the World Bank. The majority of the records contained in this series span her time in both the Bank's operations complex and the Strategic Planning and Review Department (SPR). Topics include: women in the World Bank; urban development and housing; metrology in South and Central American countries; debt; technology and innovation; women in development; project accounting, disbursement and auditing; market and financial deregulation; small-scale enterprise development; development economics; and the environment. Records include: reports authored by the World Bank and external authors; memoranda on specific topics; newspaper clippings and magazine articles; and conference publications.

Reference files and training materials

Series consists of reference materials maintained by Garcia de Truslow during her employment at the World Bank. Included are: administrative manual statements; addresses by World Bank presidents; government directors; accounting handbooks; and World Bank publications including World's Word and Development.

Series also consists of training materials Garcia de Truslow collected during her employment at the World Bank. Training was provided by the Personnel Management Department's Staff Training Division. Training topics include: Land Information Systems; Project Economic Appraisal; Basic Procurement; Cofinancing Policies and Procedures; Private Sector Assessment; and Macroeconomics. Training materials from sessions on banking and financial management provided by the Economic Development Institute (EDI, later the World Bank Institute [EDI]) are also included.

Operations support and supervision

The operations support and supervision series consists of records relating to Garcia de Truslow's work in the Latin America and Caribbean regional vice presidency between 1981 and 1987 as an Urban Planner and between 1990 and 1998 as Senior Projects Officer. The series includes records relating to both project support and to sectoral and country research and planning. Records relate to work in countries throughout South and Central America including Argentina, Bolivia, Chile, Dominican Republic, Ecuador, Guatemala, Mexico, Panama, Paraguay, Peru, and Uruguay. Of these, Argentina and Panama are represented the most.

Series consists of records maintained by Garcia de Truslow relating to specific projects. Garcia de Truslow maintained her own binders of records on projects that she was involved in and these are contained in this series. Projects that are represented most abundantly include: Bolivia - Urban Development Project (P006132) Dominican Republic - Project for the Institutional Development of the Municipality of Santo Domingo (P006993) Argentina - Yacyreta Hydroelectric Project (P005937) Ecuador - Mining Development and Environmental Control Technical Assistance Project (P007129) Argentina - Mining Sector Development Technical Assistance (P006055) and Panama - Colon Urban Development Project (P007810) Project records include: copies of official loan documents (including drafts); project briefs (including revisions); back-to-office reports;internal memoranda; correspondence with external parties, including government officials; Terms of Reference; mission notes, itineraries, and other records collected while on mission; project status reports; newspaper clippings; environmental assessment reports; and aide memoires.

Country operation records are also included in this series. These records relate to project identification and preparedness, mission travel, and the preparation of Country Economic Memoranda (CEM) and other papers. In some instances, country operation files include records related to ongoing projects for which Garcia de Truslow provided support. Research and reference materials are also included. Note that country operation records from the 1980s were created and collected during Garcia de Truslow's time as an Urban Planner and, as such, records related to urban planning and housing are numerous. Many of the country operation records were contained in black binders. Record types include: country and country sector reports; investment reviews; aide memoires; back-to-office reports; correspondence between Garcia de Truslow and parties external to the Bank including country officials; Terms of Reference; project briefs; and Bank- and external-authored reports related to the country's economic development and lending operations.

The operations support and supervision series also contains country-focused subject files. The majority of the country subject files are general in nature. A small number relate to the specific sector of a given South or Central American country, such as science and technology or urban development. Country subject files contain small amounts of internal memoranda related to project support, research, and mission travel. Correspondence with external parties, including country officials, is also included. However, the majority of the country subject files consists of reports, background papers, and reference materials. Some of the reports and papers are drafts that had been sent to Garcia de Truslow for comment.

Country economic research and assessment

The records in this series primarily relate to the World Bank's involvement in the transition from planned to market economies in Russia immediately following the dissolution of the Soviet Union. Records specifically relate to missions made by Bank officials, including John Nellis, to the then Soviet Union in September and October 1990 and to Russia in November 1991 and August and September 1992. Series primarily consists of handwritten notes written by Nellis during these missions.

The 1990 mission to the Soviet Union was the World Bank's first and was undertaken with staff from the International Monetary Fund (IMF), the Organisation for Economic Cooperation and Development (OECD), and the European Bank for Reconstruction and Development. The mission resulted in the publication of the joint authored 'The Economy of the USSR: Summary and Recommendations'. During the trip, John Nellis's role was to examine the prospects for enterprise reform and privatization primarily through interviews with Soviet ministries (including Ministry of Justice and various sector and union ministries), other government officials, companies, financial authorities, and academics.

Notes taken by Nellis during these interviews are included in this series. The handwritten notes are heavily annotated in Nellis's hand. A transcription of the notes is also included as is a brief summary of the trip authored by Nellis and submitted to a select number of Bank staff. Further, notes authored by Nellis for a presentation to Bank President Barber Conable are included. The presentation, dated November 10, 1990, is titled, "Soviet Economic Study: Enterprise Reform and Privatization Component" and summarizes what the mission to the Soviet Union learned about potential enterprise reform and suggests avenues for the Bank's involvement in the reform process. In addition, a World Bank Discussion Paper authored by Nellis entitled "Improving the Performance of Soviet Enterprises" is included. The paper is based on interviews undertaken by Nellis during the 1990 mission and was published in 1991.

Records relating to a second trip to Moscow by Bank officials in November 1991 are also included. The purpose of the trip was to gain knowledge about the state and its economy and advance the process of enterprise reform and privatization. Notes are, again, handwritten and heavily annotated by Nellis. The World Bank team also stopped in Hungary and notes from Nellis's meetings in Budapest are also included. A mission summary authored by Nellis entitled "Privatization in the Republic of Russia" is also included.

Records relating to a third trip to Moscow in August and September of 1992 are also included in this series. Nellis was charged with researching corporate governance and property funds. Again, records include handwritten notes made by Nellis during interviews with Russian government officials and other interested parties, both Russian and international. Topics include: economic and political developments in Russia; privatization efforts; voucher program; corporate governance; finance sector; energy sector; foreign investment; and inflation.

The series also contains a small amount of notes made by Nellis during a series of talks and meetings between May 18, 1992 and May 27, 1992. The notes appear to have come from the same notebook as the Soviet Union/Russia notes. These events include a number of Bank staff and external parties speaking on privatization in Russia and EasternEurope. A separate set of notes on a talk by World Bank staff member Qimiao Fan in April 1995 on restructuring of Russian enterprise is also included.

Vice President and Senior Vice President of Operations chronological files

The series contains internal memoranda to the World Bank Group President, the Regional Vice Presidents, other senior managers, and the Executive Directors for the period in which Stern was Vice President and Senior Vice President, Operations.

Issues covered relate to: the formulation and review of regional and country assistance strategies and lending programs and of structural adjustment loans and selected individual projects; operational policy and procedure; World Bank-International Monetary Fund collaboration; budgeting; and analyses of current initiatives, such as the China program, the Brandt Commission, energy development, and International Development Association (IDA) replenishments.

While Stern served as Senior Vice President from 1980 to May 1987, there is a gap in the chronological records for 1987; the series contains only seven items dating from 1987.

Development Committee files

This series contains Stern's records relating to the organization and functioning of the Joint Ministerial Committee of the Boards of Governors of the Bank and the Fund on the Transfer of Real Resources to developing countries, known as the Development Committee. The series includes Stern's correspondence regarding the Development Committee and the Draft Resolution establishing it, its initial work program, administrative arrangements, membership lists, and budget. Included in the administrative files are April and September 1974 reports from the Technical Group on the Transfer of Real Resources, the Committee of Twenty, as well as the September 1974 suggestions for the work program of the Development Committee. The bulk of the series are Stern's files on meetings of the Committee from its inaugural meeting in October 1974 through September 1981. The series also includes files on two working groups and a task force established by the Committee.

Public Relations subject files and media monitoring

Series consists of a variety of records created and used by External Relations units and its predecessors over time to monitor press coverage of World Bank Group news and events and, if necessary, to formulate responses to that press coverage.

A large portion of the records are press clippings or photocopies of clippings dating from 1949 to 1998, however, there is a gap in the clippings from 1962 to 1972 and 1980 to 1993. Press clippings were primarily collected from American newspaper outlets including the Washington Post, Washington Star, New York Times and others, as well as foreign print media such as the London Financial Times. The clippings cover Bank activities and developments, global economic and development events, Annual Meetings and Annual Reports, statements, speeches and trips of the Bank Presidents beginning with President Eugene Black, IDA, Bank personnel, and World Bank anniversaries beginning with its tenth anniversary. There are weekly press reports containing clippings beginning fromNovember 1976 to 1979. The earlier press clippings dating from 1949 were created by the Public Relations Department led by Director Harold N. Graves who served from November 1950 to 1967. Another set of photocopied press clippings relating to Bank activities and its major meetings and conferences were maintained by the News Bureau of the EXT Media Division. These files predominantly date from 1994 to 1998, however, there are two files with information on IDA from 1962 to 1996, and World Bank project summaries from 1977 to 1979. Press clipping files also include a scrapbook on various Bank issues in India in 1957, and press reports, also referred to as news bureau dissemination reports, dating from 1994 to 1998, that provide summaries of news articles, editorials or letters to the editor about the Bank and its activities. Many of the dissemination reports include an attached memo from the Media Division (EXTME) to the External Relations Vice Presidency (EXTVP) that reports on preparation, major EXT activities, media coverage, and lessons learned. The dissemination reports also contain all press releases, briefings, talking points, and letters to the editor, all related to the event, as well as an analysis of media coverage for internal use by EXT to provide a brief overview of media perception and to examine stories for accuracy and thoroughness. Press clipping files also occasionally contain typed translations of foreign news articles and World Bank news releases.

The series also contains compiled reference material including country articles, financial statements, and case books used for internal or public information, created by the Information and Public Affairs Unit (IPA) in the 1960s and 1970s. Country Article files, dating from 1967 to 1972 (predominantly 1970-1972), contain summaries or information reports appended with financial data about developed and developing countries, basic country data and background on its economy, history of Bank operations in the developing country, and figures on Bank loans and IDA credits. For developed countries, the report includes a summary of the country's history of its relationship with the World Bank Group, Bank's borrowings in the country, disbursements, and the country's goods/services contributed to Bank-funded projects and Bank loans.

Other reference files contain: financial statements for World Bank, IDA and IFC, 1966-1967; policy documents including Board papers 1973-1976; a file titled "Irreverent Inquiries" that provides responses to common Bank queriesand criticisms; and an IDA Briefing Book prepared in 1977 that explains Bank policies on a variety of topics. The IDA Case Books from 1961 to 1974 created by IPA include information on a variety of topics, including: IDA replenishment; health and nutrition; and IDA's relationship with the United States government. There is also a list of IDA publication credits from 1961 to 1969. The series also contains Annual Meeting files, 1966 to 1977, compiled for the Special Guests Office including lists of external and press attendees, as well as administrative correspondence on press attendees' attendance and accommodations.

Also included in the series are Public Relations general files, dating from 1947 to 1968, mostly containing correspondence of the Public Relations Department. Records include copies of memoranda and letters, meeting minutes and summaries, handwritten notes, and working documents relating to: the Bank's public relations-related activities such as articles and speeches given by the Bank President and senior staff; leaks in the press; marketing; film and radio production; the first meeting of the Committee on Information, February 20 1947, which examined the Bank's communications and relationship with the press, as well as the Ad Hoc Committee on Internal Information from 1951. There are also yearly reports outlining all publications, press releases, and speeches by Bank staff. A small volume of files relate to the production of Bank posters, Annual Meeting exhibits, and the Bank's participation at International Exhibitions (Expo) as part of the UN family pavilion. The exhibit files contain original invitations to the exhibition, copies of minutes of the UN Expo Committee meetings, copies of outgoing letters and cables to government organization officials and United Nations headquarters, and printed materials from external organizers. There are also two files relating to the Bank's participation in the Washington World Conference on World Peace Through Law held in Washington, DC in September 1965.

Vice President of South Asia Region chronological files

The series consists of outgoing memoranda written by Stern while he served as Vice President of the Bank's South Asia Region (SAR). Some memos are addressed to the World Bank President McNamara and others to senior managers and managers in SAR. The series also includes letters and telexes to the regional missions and government officials in South Asia, notably India and Pakistan. The records address such issues as the formulation of the lending programs for the region or its individual countries, the review of individual projects, operational policies and procedures, cooperation with the Central Projects Staff and the Development Committee, and staffing and budgeting.

Group of Twenty Four files

This series contains Stern's records relating to the meetings of the Intergovernmental Group of Twenty Four on International Monetary Affairs, also known as the G-24. Set up in 1971 on the model of the Group of Ten, the G-24 was a permanent body representing the views of the non-socialist developing countries concerning international monetary affairs. Stern attended the meetings of the G-24 on behalf of the World Bank. The records consist of Stern's correspondence regarding G-24 as well as agendas, membership lists, communiques, and records of discussions at the meetings of the G-24 Ministers and Deputies.

Technical assistance

The series contains records relating to technical assistance projects that were managed by the International Relations Department's Technical Assistance Division (TAD) and its predecessors. The functions of technical assistance coordination and United Nations liaison were the responsibility of the Technical Assistance and Liaison Department (TAL) from 1946 to 1961. TAL was terminated in 1961 and these functions were transferred to the Technical Assistance Division (TAD) of the Development Services Department and subsequently to the External Relations Vice Presidency as part of the newly formed International Relations Department (IRD) in 1973. Records in this series are predominantly from 1973 to 1983.

The majority of the records in this series relate to technical assistance projects that are almost entirely funded by the United Nations Development Programme (UNDP) or its predecessor, the UN Special Fund (UNSF), but administered and executed by the Bank. A very small portion of the series relates to technical assistance directly supporting Bank Group lending operations.

Records document TAD and its successor TAL's role in coordinating technical assistance between the Bank's operating departments and UNDP and UN or, for Bank-funded projects, between project consultants and Bank departments. Records consists of correspondence and supporting documents that cover the appraisal and negotiation of proposed projects in addition to the project's administration. Topics include: payments and use of funds; budget revisions; TA consultants contract arrangements; and project evaluation and reporting.

Correspondence is between TAD and the respective World Bank regional or sector departments or vice presidencies, UNDP and other UN officials, senior government officials, and project manager consultants and includes copies of outgoing memoranda, letters, telexes and cables. The correspondence is filed with project documents and includes: proposals and plan of operation; contracts; externally-produced reports, many issued by UNDP; Bank project evaluation draft reports and final reports; newspaper clippings; and occasionally plans and diagrams. A portion of country files that are labelled 'Miscellaneous' contain correspondence and supporting proposals for projects requested by the government for UNDP assistance and were sent by UNDP officials for Bank comment.

Also included in the series are IRD correspondence files relating to general technical assistance administration and procedures. Records include copiesof outgoing memoranda between IRD senior staff including Director Shirley Boskey and successor Shahid Javed Burk as well as TAD Chief Vincent J. Riley, senior advisors, and other Bank staff. Some correspondence is authored by IRD Directors or other senior staff to be sent by World Bank President McNamara or Clausen, or Vice President of External Relations Jose Botafogo. A portion of the correspondence is also with external bodies including UNDP officials. Series also contains semi-annual reports on the Bank's technical assistance activities and other ad hoc reports as well as files related to UNDP's annual General Council meetings (1975-1976).

Although the technical assistance function was transferred from IRD to the regional vice presidencies in 1981, a few correspondence files in this series extend to 1986 and reflect IRD's continuing function in advising on operational activities with UNDP and UN bodies. Files from this period contain copies of outgoing memoranda and reports about technical assistance projects managed by UNDP, discussion of the relationship of technical assistance advisors with UN Resident Coordinators, and communication on country projects as well as a copy of World Bank Technical Paper WTP23 "Twinning of Institutions: Its Use as a Technical Assistance Delivery System", released in 1984.

External Relations Vice President and Director records

Series contains records of the front offices of External Relations Vice Presidency (EXTVP) and Directors of EXT units and EXT predecessor units, including Development Services Department (DSD). EXTVP records include chronological and subject files documenting the unit's strategic management of World Bank Group's communications and relationships with donor countries, international organizations, media, and the private sector as well as internal communication within the Bank.

Records include the chronological files of Mark Malloch Brown, 1994 to 1999, while he was first Director of External Affairs (1994-1995) and then Vice President when EXT was elevated again to a Vice Presidency in January 1996. Chronological files of Brown's successor, Vice President Mats Karlsson, date from 1999 to 2001. Both Vice Presidents chronological files contain copies of outgoing memoranda, letters and printed emails, often with attached incoming letters, facsimiles, reports and external documents. Many of the files also contain the Vice Presidents' handwritten notes and drafts of replies. Correspondence addressees include Managing Director Sven Sandstrom and other Bank senior staff as well as representatives and senior officials of various United Nations (UN) agencies and other international organizations. Chronological files document the day to day management of the Bank-wide external relations program, including the arrangement of speaking engagements and meetings, notes and statements drafted for President Wolfensohn, and cooperation with UN agencies including comments on external papers and collaboration on development operations.

Other chronological files included in the series are those of: Rachel Weaving (Chief, EXT Internal Communications Division) dating from 1998 to 1999; Judith Maguire (Senior Advisor to the EXT Vice President) dating from 1996 to 1998; J. William Stanton (Senior Advisor to the EXT Vice President) dating from 1992 to 1994; and Timothy Cullen (various EXT positions including Senior Advisor to EXT Vice President and Chief of Information and Public Affairs) dating from 1980 to 1999.

Subject files included in this series date from 1984 to 2003. The majority were created and accumulated between 1994 and 2003 by Vice Presidents Mark Malloch Brown (1994-1999), and Mats Karlsson (1999-2003). Other subject files were created by Tim Cullen when he was Senior Advisor, EXTVP responsible for media (1996-1999) and also between 1989 and 1993 when he was Chief, Information and Public Affairs.

With one exception, the subject files in this series were created beginning in 1984. The files between 1984 and 1994 were created primarily by Alexander Shakow while he was Senior Adviser, International Relations Department (1984-1987) then Director, Strategic Planning and Review Department (SPR) (1987-1990) until SPR's termination in 1990 after which Shakow became Director of External Affairs Department (EXT) around July 1990. A small portion of the subject files from this period were also created by the International Relations Department (IRD) Director's Office under Shahid Javed Burki and IRD's United Nations Affairs unit.

EXTVP subject files cover the broad range of the office's responsibilities and are filed by organization or institution, country, region, issue or theme. Files document activities including: the front office's comments on papers; information about Bank and joint meetings; the Vice President's advice and support to the Bank President regarding Bank publicity; development of communications strategies and communication plans including responses prepared for the Bank on sensitive or politically-charged topics and planning and execution of campaigns on Bank-wide issues and outreach; writing, or clearance, of letters to the editor of major publications relating to articles involving the Bank; internal communications products such as Bank's World, and communications support for the Bank-wide change initiatives; internal publications; film and video projects; administration and organization of EXT and its units; Annual Meeting preparations and drafting of the meeting speech for President; and the Bank's relationships with UN institutions including United Nations Development Program (UNDP), United Nations Exchange Program, United Nations Foundation, and other intergovernmental or international institutions such as International Monetary Fund (IMF), International Labor Organization (ILO), World Trade Organization (WTO), Oxfam, and non-governmental organizations (NGOs). The more voluminous subject files includecorruption, dams and the World Conference on Dams, IDA lending and replenishments, poverty, debt and the Heavily Indebted Countries Initiative (HIPC), Group of Seven (G7) summits, the Chad-Cameroon pipeline project; and planning of events and publicity for the Bank's 50th anniversary in 1994.

Subject files contain correspondence including copies of outgoing memoranda, emails and facsimiles, as well as original memoranda, and incoming letters. Addressees include EXTVP staff and EXT senior staff inthe European offices and Tokyo, Bank President and Vice Presidents, Managing Directors, country or sector directors, other Bank senior staff, and external organizations. The correspondence is often attached to final and draft papers, draft letters and statements, talking points, concept notes, reports and memoranda authored by UN agencies, articles, press releases, press clippings, transcripts, and handwritten notes of the Vice President.

Subject files also document the Vice President's input provided to the Bank President and drafting of statements or letters to be sent by the President, or briefing material for the President or occasionally Managing Directors.

Correspondence between EXTVP and EXT European and Tokyo offices primarily relates to visits of delegations, summaries of meetings attended by Bank President or EXT senior staff, relations with external organizations, feedback from member countries (on IDA and G7), and the Bank's coverage in the press or summaries of press conferences attended by EXT personnel.

There are also files relating to EXTVP retreats that took place in 1996 to 1997 and a 1988 press briefing speech by EXT Director Francisco J. Aguirre-Sacasa, as well as five photographs of World Bank-Switzerland signing agreement in April 1997 attended by President James Wolfensohn.

Among the earlier records of the series are those of William Clark who served as Director of Information and Public Affairs from 1967 to 1973 while reporting to the Development Services Department (DSD) and then as Director of External Affairs from 1973 to 1974 in the newly established External Affairs Staff (ERS) complex following the Bank's 1973 reorganization. When External Affairs was elevated to the status of a Vice Presidency in 1974, William Clark was promoted to Vice President, External Affairs (VPE). Clark's records relate to the Pearson Commission on International Development from 1968 to 1970 and include correspondence on the selection of Commission members, copies of statements of various national and international development agencies, as well as a copy of the President's memoranda on the report's recommendations.

Clark's records related to the Independent Commission on International Development Issues, also known as the Brandt Commission, date from 1976 to 1981. The records primarily contain chronological files of memoranda, letters and cables between the organizers and candidates/members of the Commission, as well as press clippings, reports and notes on conversations and meetings. Clark's Brandt Commission chronological files are accompanied by several subject files on the establishment and membership of the Commission; public reaction to its establishment; the Bank's follow-up on its conclusions, including lists of Commission proposals to be reviewed by the Board (some of which are heavily annotated by Bank President McNamara); and correspondence handled by Clark for President McNamara.

The series also contains records of the International Relations Department (IRD) Director's Officepredominantly dating from 1973 to 1983 during Director Shirley Boskey's tenure. Records created by Boskey's predecessors, Richard H. Demuth, Director of Development Services Department (DSD) dating 1965 to 1973, and Michael Hoffman, Director of IRD from 1973 to 1975 are also included. The records of Directors Boskey, Hoffman and Demuth are mainly comprised of subject files related to the management of the Bank's relationships with intergovernmental organizations and international institutions, primarily UN institutions (including the United Nations Development Programme [UNDP] and the International Labour Organization [ILO]) on development issues, meetings, arrangement of visits, comments on UN papers; and internal meetings attended by the Director. There are also several files dating from 1969 to 1970 and 1978 related to the Organisation for Economic Cooperation and Development (OECD) Development Assistance Committee (DAC) and its working parties, in which the Bank and the International Monetary Fund (IMF)were observers. Correspondence contains copies of outgoing memoranda, letters, and telexes, and is often filed with: minutes or summaries of external meetings; reports and proposals intended for presentation by Bank staff; annotated copies of draft speeches or letters to UN officials prepared for Bank President McNamara along with the original addressed to President; articles; and Boskey's handwritten notes. There are also copies of memoranda and letters on which the Director was copied, particularly regarding the Publication Committee chaired by the Vice President of External Relations.

The series also contains separate chronological files of Assistants to the Development Services Director, Max Ebstein (1972, 1974) and Pastor B. Sison (1972 to 1975), and consist of copies of memoranda and cables.

Also included in the series is a small number of 'General' correspondence files including outgoing memos and letters written by Special Advisor Peter L. Chatenay on behalf of the IRD Director to other IRD staff, Bank staff or external addressees including UNDP. Correspondence relates to meetings of the President, dignitary visits, UNDP projects and financing and Bank-UN relations.

Speeches and related material

Series consists of a variety of records primarily documenting speaking appearances made by Stern during his time at the World Bank Group. The majority of the records consist of full-text speeches given at academic institutions, external conferences, seminars, symposia and at various meetings of country ministers and International Development Association (IDA) replenishment meetings. Other speeches were made by Stern at internal World Bank Group functions such as Board and Executive Directors meetings, presidents' retreats, and senior operations manager retreats. The series also includes press releases, talking points prepared for Stern, copies of articles written by Stern, or publications containing interviews with him. The series also contains a copy of a 1971 speech "Foreign Assistance Agencies and the Problem of Unemployment" given by Stern prior to his World Bank employment when he was at USAID. His farewell speech as Managing Director in 1995 is also included.

Correspondence with Executive Directors

Series contains primarily outgoing copies of memoranda and typewritten or handwritten notes sent or received by Stern relating to his business with Executive Directors. The records span the period when Stern was Senior President of Operations (SVPOP), Senior Vice President of Finance (FINSV), and Managing Director and therefore documents a crossover of operational, financial, and executive management matters. Correspondence is addressed to and from individual or all Executives Directors as a group, or is authored by other senior officials and sent to Stern for his consideration or comments. A significant volume of the correspondence contains attached letters, reports and telexes and covers issues including: county projects, loans and repayments; aid coordination; International Development Association (IDA) resources; and governance and operational policy and procedures such as Board management and overdue loans and arrears.

Correspondence with World Bank Presidents

The series consists of correspondence between Stern and World Bank Presidents McNamara, Clausen, Conable, and Preston accumulated over the course of his time at the Bank. Correspondence includes copies of memoranda and attachments authored by Stern and sent to the President as well as some of the President's incoming and outgoing correspondence from others, which was forwarded to Stern. Correspondence serves a variety of purposes: information dissemination; briefing for President's meetings; responding to requests for information; authoring correspondence for the President; and submitting reports, announcements, and correspondence for the President's approval. A small portion of the memoranda are originals sent by Stern or the President, and many also contain attached reports and papers or articles. Other record types include telexes and letters. The files document a broad range of policy and management issues during Stern's various appointments such as country economic issues, debt repayment, World Bank program review and budget, Bank-Fund relations, annual meetings, and women in development. One folder from 1987 to 1990 exclusively relates to activities of the Finance Vice Presidency.

Managing Director files

The series consists of records created and received by Stern while serving as Managing Director from December 1991 until his retirement in 1995. The majority of the records are chronological files containing outgoing memoranda, letters, reports, and handwritten notes addressed to his fellow Managing Directors Atilla Karaosmanoglu and Sven Sandstrom, President Lewis Preston, Regional Vice Presidents, and other senior managers. The files cover issues including: Loan Committee proceedings for which Stern served as Chairman; Commonwealth of Independent States (CIS) food security, staffing, and other matters; initiation and status of country loans; country debt; planning and review of Bank program and budget; recruitment; and comments contributing to internal papers and strategy discussions. Other external correspondents include senior government officials, academic institutions, and private sector executives. Series also contains a small portion of files relating to lending operations and portfolio management, Lending Allocation Review (LAR) guidelines, Policy Review Committee guidelines, and Country Strategy Assistance Program guidelines.

Senior Vice President of Finance chronological files

The series consists of memoranda, letters, and telexes written or received by Stern during his tenure as Senior Vice President of Finance (FINSV) from 1988 to 1991. Stern assumed his duties in FINSV in May 1987 but there is a gap in his chronological files for the year 1987. Records consist mostly of internal memoranda to the President, the Regional Vice Presidents, other senior managers in the Finance Vice Presidency and President's Council as well as the Board of Directors. A smaller portion of the correspondence is with external banks or institutions and country ministers. Reports and draft papers are occasionally attached to the correspondence in addition to handwritten notes and annotations.

Issues covered in the files relate to: investment guidelines and operations; lending arrangements; monthly financial reports for clearance; market updates; currency management and policies to borrowers; country loan payments; comments on internal and external reports and papers; IDA9 deputies meeting administration and IDA9 negotiations; World Bank-International Monetary Fund collaboration and debt reduction; pension fund management; capital subscriptions; FINSV's work program and budget; and staffing matters. Topics of note are: U.S. Treasury's Brady Plan for international debt reduction and the role of the World Bank; review of the Bank's reimbursable programs; and the establishment of the Global Environment Facility (GEF) in 1991.

Economic Advisory and Development Policy chronological files

This series documents Stern's functions covering the period from when he joined World Bank in 1972 as Senior Advisor in the Office of the Economic Advisor to the President (January-October 1972), to his successive positions in the Office of the Vice President, Development Policy (VPD) as Senior Advisor (October 1972-April 1974) and Director (1974-1975).

The files relating to his role as Senior Advisor in the Office of the President primarily includes memoranda addressed to or from Vice President Hollis Cheney, the Bank's Research Committee, and other colleagues in the Office of the Economic Advisor. The correspondence documents the establishment and organization of the World Bank's economic research program, activities of the Research Committee and the Development Research Center, research proposals and decisions, publication of economic reports, discussions on policy papers, joint projects with external organizations, and evaluation of the Bank's economic activities.

The files relating to Stern's Development Policy functions associated with the Front Office of the Vice President include memoranda and letters addressed to the managers of the constituent departments of the Development Policy complex, the President, senior managers, UN offices, government officials, and other outside development organizations and experts. Reports, notes, and other supporting documents are occasionally attached to the memoranda. Records document program, budget, and staffing matters in the Office of the Vice President, management of the research program, country program reviews, growth prospects of developing countries, U.S. aid to development countries, International Development Association (IDA) replenishments, capital markets, Special Drawing Rights (SDR) allocations, World Bank Group-International Monetary Fund cooperation, the European Economic Community, the Committee of Twenty, G-24, the Pearson Commission, the Technical Committee on the transfer of Real Resources, the oil crisis, and some region and country-specific economic statistics. Further, they include comments on the Bank's policy structure regarding the 1972 reorganization, draft speeches for President McNamara and Vice President Hollis Chenery, and reviews of books and articles relating to development.

Documentation of institutional meetings, press conferences, and other events

Series contains sound recordings and videos created by External Relations and its predecessor units documenting World Bank meetings and other events organized, sponsored, or attended by Bank units. The series primarily contains audio reels of Annual Meeting speeches by Bank Presidents, Governors and world leaders as well as various Annual Meetings sessions. These materials date from 1954 to 1999. Records from Annual Meetings from the years 1955, 1961, 1964 and 1967 are missing from this series. Audio reelsof consultative group, consortia, and aid meetings, from 1965 to 1980, are also included.

The series also contains a collection of recorded speeches, press conferences, and interviews, primarily of Bank Presidents but also featuring other Bank staff. These audio reels cover the period 1956 to 1987. Speeches given by President McNamara are the most common, but Presidents Clausen, Conable, Woods, and Black also appear in the recordings. There are audio reels recording President Black's television addressto the National Farm Institute in 1956 and a press conference in April 1957.

Other sound recordings consist of speeches given by various Bank staff, including Vice President Robert L. Garner, at conferences, seminars, and other forums, audio reels relating to the Orangi Pilot Project in Pakistan which was launched in 1980, and audio cassettes of various Bank press conferences from 1997 to 1999.

Videos included in this series contain Bank Presidents' speeches, addresses, press conferences, and interviews covering the period 1985 to 2010 but are predominantly from President Wolfensohn's tenure from 1995 to 2005. Videos include: speeches and press conferences at Annual Meetings by Presidents Conable, Preston, Wolfensohn, Wolfowitz and Zoellick; World Development Report (WDR) press conferences; town halls; President Wolfensohn's speeches and addresses given at high-level meetings, conferences, or trips to countries; and international media interviews of Bank presidents. Other videos document interviews with other World Bank staff. A small number of videos relate to orientation for new staff (1988) and proceedings of meetings such as Second Africa Regional Workshop on Harmonization, Alignment and Results for Development Effectiveness (2004), and the Annual Bank Conference on Development Economics (ABCDE) in 2006.

External communication and production

Series contains sound recordings and films intended for public audiences that promote the World Bank Group or provide information about its operations. The series also contains a small amount of textual records relating to the production and distribution of films and radio programs by the External Relations (EXT) Vice Presidency and its predecessors. In most cases, EXT units were responsible for producing the material for radio, film and television.

The Bank's Public Relations Department (PRD) began producing documentary films about the Bank's work in 1951. These early films were circulated broadly to movie theaters, television stations, schools, universities, and adult discussion clubs. These earliest films are not contained in this series, presumably because they were discontinued after 2 to 3 years in circulation and may have been destroyed by the Office of Information.

With regard to radio programs, PRD's successor, the Office of Information (INFO), began creating and distributing recorded interviews with or speeches by Bank staff or senior country officials in 1955. These segments were used and distributed by the United Nations and carried to numerous radio stations in the United States.

The series is predominantly comprised of documentary or informational videos produced or co-produced by World Bank for international television media outlets or for development education. Videos date from 1984 to 2005 but are mostly from 1990 to early 2000. They document: development activities in various countries; interviews with government officials, citizens and workers; and raw footage shot in various countries including city, village and industrial scenes. Themes and topics include: first loans signed; Uganda education reform; industry in Russia; the aftermath of the 2005 tsunami in Asia; World Bank corporate videos; Young Professionals program; and World Development Report press briefings.

There is also a large volume of videos of the Bank's Public Service Announcements (PSAs) from 1997 to 2004, produced for television broadcasting, several of which aired on CNN (Cable News Network). Most of the PSAs are compilations and relate to more than one topic on each video. They cover issues such as governance, global hunger, the environment and sustainability, natural disasters, safe motherhood, AIDS, water, GEF, reconstruction in Bosnia, the southeast Asia financial crisis, transparency, slum upgrading, tropical diseases, and disability. Some of the individual item titles in the inventory do not indicate that they are PSA but were identified as such by relating their titles to others in the PSA inventory. PSA videos are primarily in English but also include Arabic, French, Chinese, Spanish, Russian, and numerous other languages.

The series also contains joint-productions of the Bank including Staying Alive and two sequels, a documentary produced in partnership with UNAIDS and MTV (Music Television) that launched on World AIDS day, December 1, 1998. There are also several videos relating to the GlobalLinks documentary series produced by World Bank Institute (WBI) for educational purposes that was also licensed to broadcast on television, as well as the Azimuths video series, a co-production with United Nations Development Program (UNDP) and the Information and Public Affairs Department's Production Services Section.

The series also contains film reels (predominantly 16mm) created in 1980 to 1985 and which relate to the work of the Bank. Titles include: Plague Upon the Land; Dandora; Seeds of Progress; Reflections on the 21st Century; Development is People; IDA; Neighborhood of Coelhos; The World Bank; and World Bank Trade Women. Some films such as Plague Upon the Land, Dandora, and The World Bank were translated into multiple languages. There are copies of some of the film titles that were transferred to the archives with the masters.

The series also includes a small number of films developed around 1984 to 1986 about the World Bank and development issues geared toward secondary school or higher education audiences. Titles include: Toward a Better World; Some Big Questions; Many Steps, One Goal; and What Happens When a Desert Blooms.

The series also contains sound recordings, primarily audio reels of radio broadcasts from 1970 to 1979 produced by the Radio Services Unit of Information and Public Affairs (IPA). The bulk of the sound recordings are Special Reports, a program about World Bank activities, announcements of loans for country projects, Bank Annual Reports and development trends, and interviews of Bank staff. Special Reports also feature excerpts of President McNamara speaking at Annual Meetings and his speeches and addresses while visiting various countries or attending ministerial or UN meetings. Other radio programs from this period include Africa Today, Progressive Asia, Finance and Development, Pioneros del Siglo, and Comments from the Inside. These recordings also feature news about World Bank loans and development initiatives in various countries and other economic and social development issues. British film actor, barrister and World Bank consultant Paul Danquah is featured in the various broadcasts as interviewer or host as are other IPA senior staff including Peter L. Chatenay, Garry Lightowler, and Pastor B. Siston.

The earliest sound recordings dating 1955-1967 comprise the Mallon Series interviews on World Bank and country development activities. Topics discussed include the building of a new railroad through Rhodesia and electric power plant in the Brazilian jungle (1955). There are also sound recordings narrating IPA Advisor William Bennett's flight from Egypt (1967). More recent radio broadcasts in the series include Challenges on World Development (1980) focused on rural development issues and two audio reels entitled The African Dilemma (1991). Most of the radio broadcasts are in English, but a considerable amount are also translated into several other languages. Arabic, Spanish and French are the other predominant languages.

Textual records in this series consist of original letters, copies of outgoing memoranda, and cables addressed to and sent by the Director or senior staff of IPA and its predecessors, PRD and INFO between 1951 to 1974. The correspondence primarily relates to the production, distribution and use of the earliest Bank films such as Power Changes Mexico (1951), India Fights Kans (1952), and On the Road (1955) as well as television broadcasts. Although some files are labelled "TV and Radio" there is very little information about the Bank's radio programs and broadcasting. Correspondence is authored by Directors Harold N. Graves and William Clark, Lars Lind, Public Affairs Chief David C. Fulton, and Tom Noone of the Office of Information, and addresses production and broadcast company executives, United Nations information officers, and government officials. Topics include: planning and budgeting of films; contracts with film production and distribution companies; technical production and editing; costs of printing for distribution; collaboration with USID (United States Information Agency), the National Council of Churches in Canada and ABC television; and occasional requests for interviews or television appearances from President McNamara or Vice President Garner. Correspondence occasionally includes attachments such as brochures, articles, and tables or figure sheets relating to budgets and audience screenings. A file containing the script and proposal for the development of the World Bank film Bank at Work (1957) is also included. The correspondence is in English, French, German, Spanish.

Interim Committee files

This series contains Stern's records relating to the Interim Committee of the Board of Governors on the International Monetary System, known as the Interim Committee. The Interim Committee was created by the International Monetary Fund (IMF) in 1974 to advise in the supervision of the management and adaptation of the evolving international monetary system until the establishment of a permanent decision-making body. Stern attended the meetings of the Interim Committee on behalf of the Bank. The records consist of agendas, reports, and records of discussion of the Interim Committee meetings from August 1975 to December 1981. Also included is Stern's correspondence regarding Interim Committee meetings and issues.

Unit budgeting and administration

Series contains records related to the budgeting and administration of the Office of the Vice President and its departments responsible for the external relations function in the World Bank. Records are predominantly from the 1970s and 1990s and include outgoing memoranda, reports, handwritten notes and ledger sheets in preparation for fiscal year business planning. The series also contains memoranda and notes relating to personnel administration and budget correspondence files of Information and Public Affairs (IPA) Directors Lars J. Lind (1967 to 1972), and John Merriam (1973 to 1974), which provides contextual information about IPA's organization and activities.

Director, Investment Department (INV) chronological correspondence files

Series consists of the chronological files created by Rischard during his time as Director of the Investment Department (INV) in the Treasury Vice President (TREVP). Records relate to Rischard's position as director of the department and manager of its various units and their activities. The majority of the correspondence are in the form of office memoranda between Rischard and other Bank staff discussing: divisional work programs; specific topics related to unit activities; the creation of the new products and strategies division; staffing; workshop and meeting planning, scheduling, and attendance; and information sharing. Monthly portfolio and annual retrospective reports are also found amongst the office memoranda. A smaller amount of correspondence are letters between Rischard and external individuals and organizations primarily discussing meetings and the exchange of information.

Note that the series contains correspondence authored and received by Rischard's predecessor in the role of INV Director, Bernard Holland, from January 1989 to July 1989. Rischard became the INV Director in September of 1989. It appears that the correspondence of the new Director was added to the folder for the year 1989 initiated by Holland.

Financial analyst and division chief, Financial Policy and Analysis Department (FPA) chronological correspondence files

Series contains the chronological files created by Rischard during his time as a financial analyst in the Financial Policy and Analysis Department FPA; he worked in both the Financial Analysis Division (FPAFA) and the Financial Studies Division (FPAFS). The series also contains records maintained by Rischard after he was named the Department's division chief for the new Financial Management and Analysis Division (FPAMA) in 1984. Records in this series relate to the various activities for which these units were responsible. Work areas included: IBRD financial forecasting (as part of the IBRD Financial Projections Task Force that Rischard participated in and, at times, led); IBRD and IDA program and financial policy review; the Bank's relationship with high debt countries and its advisory role in debt restructuring; exchange rate and currency availability and disbursements; commercial loan sales; guarantee pricing; and the creation of an IBRD subsidiary bank. Many of the records in this series were created in the context of the FPA's Management Support Group (formerly the Data Support Group). The Group's work consisted of: IBRD forecasting; FPA work scheduling; and development of management information and monitoring tools (including management of resource mobilization, net transfer, and income).

Project officer, Industrial Projects Department (NDP/IPD/IND) chronological correspondence files

Series contains the chronological files created by Rischard during his time as a project officer in the Industrial Projects Department (NDP/IPD/IND) from 1976 to 1982. The records in this series relate to the various activities of sectoral project officers. Regarding involvement with lending operations, records evidence Rischard's role in multiple projects and countries. Common project types include funding of chemical industries, fertilizer production, and industrial energy conservation and diversification. Specific projects include: P008691 - Tecuci Fertilizer Project (Romania) P006289 - Copesul Petrochemical Project (Brazil) P008710 - Craiova Chemical Project (Romania) P009665 - Gorakhpur Fertilizer Expansion Project (India) P009369 - Ashuganj Fertilizer Project (Bangladesh) and P008639 - Industrial Energy Conservation and Diversification Project (Portugal) Records related to travel logistics and expenses and the exchange of information within the World Bank and with external organizations are also included.

Records primarily consist of correspondence between Rischard and other World Bank staff (in the form of office memoranda and telexes) and official correspondence between Rischard and external individuals, including country representatives. In addition to correspondence, back-to-office reports, Terms of Reference, and reports and studies on industrial sector topics are included.

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