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Séries

Policy development and best practice

Series contains records of the Office of the Director, Industry and Energy (IENDR) and successor Energy Department (EGYDR) related to the formulation and review of policy, best practice, and guidelines for energy sector work and lending. A small portion of records relate to the sector's review of World Bank Group internal policy issues regarding diversity, gender, and harassment (1993 - 1997) and various other Bank Group-wide issues (1980 - 1985).

Records consist of memoranda between IENDR and IEN divisions, Office of the President (EXC), Office of External Relations (EXT), and other sector units such as Environment Sector regarding discussion and formulation of policies on topics such as the Bank Group financing of nuclear power and related projects. Other records relate to deliberation and preparation of the World Bank's energy policy (1990 - 1994) and exploration of member country solar energy initiatives (1993 - 1996).

Other topics covered in this period (1991 - 1997) include: rural energy; clean coal initiative; electric power sector good practice; nuclear safety, in discussion with International Atomic Energy Agency (IAEA) and G7; and nuclear safety in Central and Eastern Europe (1975, 1988 - 1994).

Correspondence is filed with background notes, final draft (yellow cover) reports circulated for review and approval, consultant reports, back-to-office reports, best practice papers presented to the Board, review meeting minutes, and internal and external brochures.

The series also includes records centrally maintained in the NRIC (1978 - 1986) and the EISIC (1980 - 1985). NRIC records were organized into files titled general policy and renewable energy policy. These records mostly consist of internal memoranda sent and received by the assistant director, division chiefs, senior advisers, and relate to discussion of policy and approach papers, policy reviews, role of the Energy Department (EGY), Renewable Energy Task Force, and other related topics. Attached to the correspondence are reports, approach papers, and other records.

EISIC policy and procedure files (1980 - 1985) organized chronologically contain mostly internal memoranda covering a broad range of energy and general policy issues such as work practices of project officers, estimating working capital, project documentation and reporting, petroleum sector agreements, comments on a draft report of the task force on auditing of projects, and contributions to the draft Operational Manual (OMS). There is also reference to Bank-wide procedures communicated at the Operations Policy Vice Presidency level (OPSVP) including financial reporting and Managing Committee procedures, and routine Bank-wide administrative procedures. Memoranda are sometimes filed with internal and Board reports and other items.

Country files

Series consists of a set of country files which combines communications from the secretariats of the Staff Economic Committee (SEC) and its successor Economic Committee (EC) and reports circulated to committee members for review during a meeting of the committee, for written comment, or for information. Records relate exclusively to the review of country-related reports as opposed to general sector or Bank policy reports.

Records in this series include the full range of correspondence, memoranda, and reports circulated as part of the committee's activities between 1965 and 1972; there are a very small number of records dating from 1962 to 1964. Records relating to committee communications include: memoranda proposing meetings by committee members; conclusions and recommendations on papers; notes of meetings; memoranda submitted by committee members who could not attend meetings containing their comments on reports; attendance lists; informal notes for discussion for upcoming meetings; memoranda on the meeting of an EC subcommittee that previously reviewed the report; and meetings minutes.

Reports circulated by the committee secretariat for review and other materials circulated for information and background are also included in this series. Records include: press releases; briefing papers; portions of president's reports and recommendations on projects submitted to the Executive Directors; mission Terms of Reference; Country Economic Briefs, Country Program Notes, and Country Program Papers; and International Development Association (IDA) operations briefs on specific countries.

Note that in some report folders, only a secretariat's cover letter is included, indicating the title of a draft report that was previously attached and the date when either comments are requested or when a meeting will be held to discuss the report. In these cases, the actual report is not included and the folder title indicates "no report attached".

Circulation of reports for review or information

Series contains draft reports and related materials circulated by the Economic Committee (EC) secretariat to committee members for review during a meeting of the committee, for written comment, or for information. In rare cases, the report is circulated by the committee chairperson. Most of the files included in this series use the classification system imposed following the reconstitution, in 1965, of the Staff Economic Committee (SEC) as the Economic Committee. Those files that include classification in their titles are classified as EC/O, or reports distributed to committee members, most but not all under review by the committee.

Note that in some report folders, only a secretariat's cover letter is included, indicating the title of a draft report that was previously attached and the date when either comments are requested, or a meeting will be held to discuss the report. In these cases, the actual report is not included, and the folder title indicates "no report attached".

The majority of the EC's time was given to review of reports focused on the economies and development prospects of individual countries. As such, most of the draft reports included in this series are Country Program Papers (CPPs, October 1969 to October 1972), Country Program Notes, Recent Economic Developments, or other general country economic reports. A small number of more focused country reports relating to the review of a specific aspect of that country's economy are included; these are generally focused on economic sectors suchas transportation, agriculture, energy, etc.

Draft reports relating to non-country-specific topics that were circulated to committee members are also included in this series. Reports date from 1965 to 1970. Some folders include the report as well as "correspondence" which generally refers to memoranda or other documents distributed in support of the review of the report under consideration.

Also contained in this series are draft versions of country economic profiles in the form of "Country Economic Briefs" prepared in 1968 by the Economic and Area Departments with contributions by the EC. These profiles were created, as described in the collection's preface, "to be a ready reference on the economies of World Bank Group members and of the World Bank Group's economic policy attitude towards them." The intention was to upgrade and update the material when more information became available. The briefs may include: a brief discussion of the country's economic situation and development challenges, authored by Area Departments; conclusions and recommendations prepared by the EC; a data brief, compiled by the Economic and Area Departments; and the latest economic map available highlighting topics such as land use, manufacturing centers, resource areas, etc.

A set of Five-Year Program Papers from 1968-69 are also included in this series. These economic profiles duplicate much of what is included in the Country Economic Briefs. The primary addition, which is not included for every folder, is memoranda summarizing the current development outlook for the country. This includes discussion of key problems and issues, creditworthiness, Bank actions, and tables documenting Bank project lending.

The series includes a small collection of monthly reports on Bank lending operations dating from 1969 and 1970. It is unclear if these tables were circulated to committee members or if they served as reference material for the committee's secretariat. The reports each focus on active or potential Bank-funded projects and consist oftwo types: reports on appraisal and negotiations of a project; and preparation and identification of a project. The former charts the progress of the appraisal and negotiations through 12 steps, from "decision to send appraisal mission" to "loan or credit signed." Each step includes an original forecast date, the previous month's forecast, and the current forecast or actual date. Reports on the preparation and identification of projects list the latest step completed as well as pre-investment studies required. Both types of reports include the option for notes and are signed by the Loan Officer.

Monthly reports describing expected economic missions by Area Departments and the staffing needs related to that mission travel are also included. Reports, beginning in January 1969, initially included expected mission travel and staff required for the following six months. Beginning in September 1969, reports began providing this information for the twelve months. While it is likely that all of these reports were circulated to committee members, beginning in September 1969 each report includes a cover letter indicating that the report was sent to committee members by the committee's secretariat. The final report provides planned mission travel for April 1970 to June 1971.

Committee communications

Series contains communications primarily circulated by the Staff Economic Committee (SEC, 1952-1965) and Economic Committee (EC, 1965-1972) secretariats to the members of the committee. In rare cases, records included in this series were circulated by the committee's chairperson. Beginning in July 1965 with the reconstitution of SEC as the EC, communications include an "Economic Committee" cover stencil and are classified according to what kind of document it is; in the case of the records in this series, EC/A (notice of meeting) and EC/M (notice of meeting, conclusions and recommendations, and minutes) are used.

Generally, only a single document is included in each folder; a single document may, however, include attachments in the form of reports or other documents that will be reviewed by the committee or used as reference. Communications include: minutes from the meeting (dated either the same day as the meeting or within two weeks) which usually document the highlights of a meeting listed in chronological order; notes from the meeting, which are more formal in that they have topical subsections often including a "conclusions and recommendations" section; and standalone "Conclusions and Recommendations". In small amounts, "Notice of Meeting" memoranda relating to upcoming meetings are included. These can include meeting agendas and logistical information. Notice of Meeting memoranda can also include attachments such as reports to be reviewed or supporting documentation to be considered.

A relatively small number of records relating to the communications of EC subcommittees dating from 1965 to 1967 are also included in this series. As part of the 1965 reconstitution of SEC into the new EC, subcommittees were created and given the responsibility to review drafts of country- and region-related reports for quality review prior to consideration by the full EC. The majority of the reports reviewed by the subcommittees are "Current Economic Position and Prospects" for individual countries. Records include the notes of the subcommittee meetings and a list of those in attendance. Most subcommittee records are classified as EC/F.

This series also contains three folders dating from 1970 to 1972 that include distribution lists of committee members, procedures on how to write and distribute committee materials, schedules of meetings, and memoranda discussing administrative matters of the secretariat.

Utilities Projects Department research and studies

Series consists of records relating to a report that Jennings led focusing on the financial analyst function in the World Bank entitled "A Study of the Financial Analyst Function in the Bank". The report was undertaken in response to a recommendation in the November 1974 Staff Development Report. Staff from sector departments in the Bank's regional vice presidencies participated in the study. Records include: a draft of the final report; comments on the draft report from various Bank staff; Terms of Reference (TOR) for the report and Jennings' participation; the questionnaire used in the writing of the report; questionnaire distribution list; and memoranda.

Series also includes records relating to the authoring of a report entitled "The Purpose and Form of Financial Covenants in Public Utility Loans and Credits" which Jennings participated in. Included are two draft versions of the report dated February and June 1976, respectively. Memoranda discussing the topic and the report are also included.

Loan and Trust Funds Department (LOA) chronological files

Series includes Jennings' chronological files relating to his time as director of the Loan and Trust Funds Department (LOA) in the Office of the Vice President and Controller (VPCTR). Records include memoranda relating to comments on drafts, the Joint Audit Committee, LOA staffing, LOA?s "Action Research Program (ARP)", and departmental budget planning.

Records also relate to a study on the recommendation to decentralize the disbursement function to the controller, accounting, and management information functions. These records include; memoranda; a draft report; and an updated Operational Manual Statement (OMS 3.30) on disbursement.

Research projects

This series primarily contains records documenting the findings and results of the World Bank's (Bank) two-year research project in 1976 - 1978 on "Appropriate Technology for Water Supply and Waste Disposal in Developing Countries." This project guided the United Nations Development Programme (UNDP) and the Bank to address the importance of low-cost water and sanitation systems in achieving inclusive access to clean water and adequate sanitation for everyone, especially in developing economies. It includesa series of publications in various record types: manuals, guides, reports, working documents, technical papers, summaries, case studies, and questionnaires.

This research project stemmed from years of informal and formal arrangements in the 1960s and 1970s between the Bank and the international development community (e.g., World Health Organization-WHO) to address ongoing water and waste management issues, particularly in Bank member countries' rural and urban communities. During this time, the Bank was also expanding and redirecting its investments to urbanization projects, particularly in water supply and sewerage initiatives, as emphasized by President Robert McNamara in his address to the Board of Governors in October 1976.

The research project focused on obtaining the perspectives of community members with the following factors and/or activities in mind: evaluation of varying constraints (e.g., environmental, public health, demand, institutional, cultural, social, and financial); sanitation, reclamation, composting technologies; low-cost and/or alternative technological solutions for water and sanitation development; resource availability; and project beneficiaries. The geographical area of focus was concentrated in Latin America, Africa, and the Caribbean.

The project resulted in a series of publications entitled "World Bank Studies in Water Supply and Sanitation" and related monographs, entitled "Appropriate Technology for Water Supply and Sanitation (ATWSS)," published between the early to mid-1980s. They aimed to guide and provide recommendations to project engineers, scientists, technicians, and field workers involved with water-related projects. Key authors include but are not limited to John M. Kalbermatten, David C. Jones, DeAnne S. Julius, Charles G. Gunnerson, and D. Duncan Mara.

Partnerships and program collaboration

This series contains records related to the partnerships and collaboration activities of the World Bank (Bank), United Nations Development Programme (UNDP), and other international agencies in support of the UNDP-World Bank Water and Sanitation Program (UNDP-World Bank WSP) and the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD). It also contains records documenting the trust fund management that supported the UNDP-World Bank WSP projects relating to low-cost development solutions for water and sanitation in low-income countries (i.e., funding contributions came from UNDP and Bank and trust fund resources derived from various international donors).

Partnerships and collaboration records

Records relating to partnerships and collaboration contain the following topics: missions in various countries (e.g., India, Philippines, Ethiopia, Zimbabwe, Morocco, Yemen, etc.); low-cost water sanitation techniques; field trials (e.g., VLOM-Village Level Operated and Maintained handpumps and Canadian Monarch handpumps); related initiatives; advisory panel meetings to discuss staffing, and ongoing and future field trials in regions such as East Africa and Southeast Asia; project implementations and timelines; loan and grant conditions applied by the External Support Agencies (ESAs); recommendations on aid-giving procedures; and meetings with the Collaborative Council of ESAs in the water sector in 1989 (held in Sophia Antipolis, France) and the Steering Committee for Cooperative Action in 1981-1985 (held at the World Bank in Washington, DC); the United Nations Educational, Scientific and Cultural Organization-UNESCO; the United Nations Children's Fund-UNICEF; and the Food and Agriculture Organization-FAO).

Types of partnership and collaboration records in this series include but are not limited to mission reports and communications, job descriptions, project proposals (including work plans, project justifications, budget outlines, schedules, etc.), progress and status reports, and meeting files (e.g., agenda, minutes, progress reports, memos, etc.). Examples of other institutions collaborating with the Bank in this activity are the Science and Technology Fund of the UNDP, Kumasi City Council, University of Science and Technology in Ghana, Banque Ouest Africaine de Developpment-BOAD, ARLAB (a subsidiary of Mines ParisTech5), Georgia Institute of Technology, and others.

The earliest projects related to the Bank's global partnership and collaboration with other organizations associated with water resources and management are:

  • Low-Cost Water and Sanitation Techniques (GLO/78/006);

  • Testing and Demonstration of Small-Scale Solar Powered Pumping Systems (GLO/78/004);

  • Research and Development in Integrated Resource Recovery (GLO/80/004);

  • Project Laboratory Testing, Field Trials, and Technological Development of Rural Water Supply Handpumps (INT/81/026); and

  • Information and Training Program (INT/82/002).

Trust fund management records

Records relating to trust fund management contain topics such as: trust fund agreements and amendments to agreements; cost-sharing; executing trust fund activities; funds received and transferred; country reports; financial management assessments or financial compliance reviews; policy exceptions; project phases (i.e., information gathering and testing; and development and implementation); audit review findings; proposals of project descriptions; Global Water Partnership Interim Committee; financial support for the Participatory Learning and Action Initiative; opportunity to initiate a core-funding relationship with various countries (e.g., Finland, France, Ireland, etc.); and collaborations with bilateral agencies (e.g., UK's Department for International Development-DFID, German Technical Cooperation Agency-GTZ, etc.). They also document communications about trust fund management between the Bank (including the Technical Advisory Group) and other institutions (e.g., UNDP, the Swedish International Development Cooperation Agency-SIDA,the Danish International Development Agency-DANIDA, the Swiss Development Corporation-SDC, Norway's Ministry of Development Cooperation, AusAID Trust Fund, World Health Organization-WHO, United Nations Children's Fund-UNICEF, etc.).

Types of trust fund management records in this series include but are not limited to master budget files, contribution and disbursement statements, project delivery reports (PDR), audit files (e.g., Terms of Reference), reports, waivers, original contracts, legal agreements,payment records, cost-sharing files, Bank internal clearances, Initiating Brief for Trust Funds (IBTF), funding proposals, project files (e.g., evaluations progress reports), recommendations, and donor correspondence.

This series also contains sixteen volumes, entitled Preliminary Study: The Large Aqueducts System, 1969 - 1971. These are bound volumes of pre-feasibility study reports by Gilbert Associates, Inc. (Reading, PA) for the Obras Sanitarias de la Nacion Argentina-OSN (now Agua y Saneamientos Argentinos-AySA), a utility company based in Argentina. These reports are associated with the loan agreement signed on June 3, 1963, between the Argentine Government and the USA through the US Agency for International Development (USAID). These volumes may have been used as reference files.

Training material

This series contains records relating to two projects that were part of the UNDP (United Nations Development Programme)-World Bank Water and Sanitation Program (UNDP-World Bank WSP) that supported the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD). The two projects are the Information and Training Program in Low-Cost Water Supply and Sanitation (INT/82/002) and the International Training Network (ITN) for Water and Waste Management (INT/86/027). These projects were responsible for developing and delivering training modules geared toward water sector personnel and non-water professionals on topics concerning low-cost alternative technologies, sanitation (e.g., ventilated pit latrines), economic appraisal of projects, user participation, health aspects of water supply and sanitation, sanitation technology solutions, wells and handpumps, water distribution network, water and waste treatment, hygiene education, gravity-flow water supply, rainwater roof catchment systems, institutional and financial aspects, and many more. The goals of these training projects were to promote and deliver training on technical aspects, management, administration, finance, community development, and project support communications.

The training projects produced three major training packages for three primary stakeholders: the Decision Package for policy and senior government leaders; the Technical Package for students and sector professionals; and the Community (User) Participation Package for community workers and project staff.

UNDP financed the projects in cooperation with international agencies, while the World Bank (Bank) was responsible for project execution through the Technology Advisory Group (TAG) for technical assistance. The Bank's responsibilities included but were not limited to coordinating the recruitment process, agreements, feasibility studies, in-country training, project description drafts, course curricula design, etc.

Some of the key individuals mentioned in this series include but are not limited to Letitia Obeng, Saul Arlosoroff, Richard N. Middleton, and Mary Elmendorf (anthropologist/consultant, 1975-1996).

Materials include but are not limited to foundational records to prepare and produce the training modules; translations; progress and review reports; correspondence and memoranda; administrative files; conference and workshop files; photographic prints; and audiovisual items (e.g., magnetic cards, flexible disks, 35 mm color slides, and cassette tapes).

This series also contains records related to other initiatives: Research and Development in Integrated Resource Recovery (GLO/80/004) and TAG's collaboration with the UNDP's Women and the Decade Project (INT/83/003). It contains information about the promotion and support for women's participation in the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD) and the development of low-cost sanitation projects and training modules created by the Bank's EconomicDevelopment Institute (EDI).

Front Office Work Program and Budget Records for Fiscal Years 1993-1998

These copies of DEC annual work programs and budgets, usually accompanied by Department and EDI [Economic Development Institute] feeder work programs and budgets, were maintained by Lesley Davis (Lesley Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. Copies of DEC's FY 93 Mid-Year and Retrospective Review Reports were maintained with the FY 93 work program and budget. Background materials for the FY 93 work program and budget include correspondence concerning positionsand funds associated with a proposed downsizing of the Geneva Office and concerning the impact on staffing of the acceptance into Bank and Fund membership in 1992 of most of the Republics of the former Soviet Union. Found with the FY 94 work plan and budget is correspondence concerning the merger of the budget of the Development Policy Group (former Economic Advisory Staff [EAS]) with that for the rest of DEC and copies of monitoring and Mid-Year Review Reports. The FY 94 - FY 96 Business Plan for DEC accompanies these records. A new format was adopted for the FY 95 work plan and DEC units' submissions were entered into the Resource Planning System (RPS). Accompanying documents relating to the FY 95 work program are FY 95 - FY 97 and FY 96 - FY 98 Business Plans for DEC (including EDI). Found with documents pertaining to the FY 96 work program is correspondence concerning development of a new Country Assistance Strategy or Country compact and a copy of the Third Quarter FY 97 Monitoring Report of the DEC work program and budget which was prepared for the first time in a new format in line with implementation of the Bank's new Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty. Correspondence concerning DEC's proposed involvement in the Bank's program of technical cooperation, expanded volunteer efforts, and modest funding of activities related to education, employment, poverty alleviation, and municipal services for Washington, DC is found with guidance documents for preparation of the FY 98 work programs and budgets.

Personal papers of Benjamin B. King - Materials related to Zambia

The papers consist of a body of materials related to Zambia. King undertook a mission to Zambia for the Bank and wrote a report on it, and he collected information about and remained interested in Zambia thereafter. The materials related to Zambia include four documents prepared and distributed for the December 1986 meeting of the Consultative Group on Zambia, which had had its first meeting in June 1978. Most of the other documents related to Zambia are internal World Bank documents, with a few Bank publications and some publications from other sources. The materials are arranged in four sections: Consultative Group documents; unpublished Bank materials; Bank publications; and other publications. This is a useful body of materials for an overview of Zambian economic issues in the 1980s.

Benjamin B. King

Chronological correspondence

The files primarily consist of correspondence to and from Nurick, and drafts of correspondence, reports and other records. The chronological files kept by Nurick capture a variety of topics, related both to Bank work and to personal activities. As the correspondence was captured chronologically, each folder contains records relating to a large variety of (and sometimes unrelated) topics, activities or events. Researchers looking for records related to specific topics, activities or events may need to review all records within the Series using dates as a guideline. The correspondence relates, but is not limited, to: member contributions; membership (including origin of Part 1 and Part 2 countries); Bank subscription increases; bond issues; borrowing and loans to various countries; co-financing; IDA replenishments; Bank financial statements; valuation of capital; arrears and settlement of foreign claims; International Finance Corporation matters; Loan Committee; Development Committee; Joint Ministerial Committee; Bank IDA Statutory Committees; Disbursement Committee; selection of Robert McNamara; the Arab boycott; administrative and other personnel matters, including litigation, Administrative Tribunal and appeals; procurement guidelines; relations with other organizations and the US government; Second Committee of the UN; EEC Special Action Programme; and many others.

Urban Poverty Program files

Series consists of records created and received by the Urban Operations Review and Support Unit (URBOR) and related to the Urban Poverty Program. Records relate to the various objectives and activities of the Program, including defining, identifying, and quantifying developing countries? urban poor; identifying urban poverty target groups; estimating poverty incomes levels; creating lending policy; developing guidelines on project implementation and review; setting targets; and measuring impacts. Series iscomprised of chronological files consisting of correspondence, memoranda, and reports dating from the beginning of the Task Group?s existence in July of 1975. Included is a memorandum entitled ?Bank Action Program to Attack Urban Poverty? submitted to President McNamara by Warren C. Baum, Vice President, Central Projects Staff, on July 11, 1975, as well as two early ?Action Program and Interim Reports? submitted by Edward V. K. Jaycox to Warren C. Baum; these are dated Oct. 23, 1975, and March 29, 1976. Other interim reports and project reviews submitted between 1976 and 1981 are also included, as is feedback on the reports from Department staff. Reports and memoranda submitted to the project Chairman from internal and external offices are contained. Memoranda from the Bank?s regional offices? Chief Economists reporting on their efforts to combat urban poverty and offering feedback on the Group?s reports and memoranda are included. A small amount of meeting minutes and notes are included, as are photocopies of newspaper and journal articles.

There are also records from the Office of the Director of the Public Utilities Projects Department (PBPDR) and the Office of the Director of the Energy, Water and Telecommunications Department (EWTDR), between 1975 and 1977, concerning the Urban Poverty Program?s Urban Poverty Task Group. Files contain correspondence by Yves Rovani (director, PBP, then EWT), Richard N. Middleton (Sanitary Engineer) and John M. Kalbermatten (Water and Wastes Advisor), as well as with divisions in the regional projects departments, including regional chief economists, dealing with water supply and sewerage issues. Correspondence generally deals with the implementation of the Urban Poverty Program, specifically the impact of water supply and sewerage projects or operations and sanitation lending on the urban poor, and EWT's input into the water supply and wastewater aspects of the Task Group's work.

Urban development reference subject files

Series consists of reference materials created or received by the Water Supply and Urban Development Department (WUD) and, more specifically, the Water Supply and Urban Development Department Operations Support and Research Unit (WUDOR).

The majority of the records within this series are published and unpublished research and discussion papers created by the WUDOR, World Bank regional offices, other World Bank departments, and external authors. External authors include consultants, academics, NGOs, and other multilaterals, such as United Nations Center for Human Settlements (HABITAT), United Nations Development Programme (UNDP), and the Organization for Economic Co-operation and Development. Topics of these papers relate to urban-rural relations, urban development strategy implementation, housing and shelter, municipal finances, spatial policy, urbanization, urban infrastructure, rent controls, electricity and energy pricing, participant/observer project evaluation, structural adjustment, urban transport, project budget management, and urban population. Records include background and theoretical papers as well as papers specific to individual countries and regions; all regions are represented, although African countries are most common. A small percentage of records relate to topics that are not directly related to the urban development sector, such as agriculture, healthcare, education, rural development, and water.

Series also includes a small amount of records created and used during the research and writing of World Bank-authored papers, including memoranda, back-to-office reports and consultant terms of reference.

Other types of papers included in the series include small numbers of regional strategy papers, project proposals and summaries, loan committee reviews, country and project appraisal reports, mission notes, policy papers, research and discussion paper drafts, project case studies, research proposals, program statistical data, Country Economic Memoranda, sector reports, conference papers, regional status reports, project monitoring reports and guidelines, and WUD annual reports for 1984 and 1986.

Publications

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

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

Completion Reports and Audit Reports

The series consists of records related to the project monitoring and evaluation function of the Operations Evaluation Department (OED). The majority of the records in the series are final audit reports for individual, Bank-sponsored projects and records related to the creation of those reports. Reports date from the beginning of OED and its project evaluation activities in 1973. OED-authored reports include Project Performance Audit Reports (PPARs) and Performance Audit Reports (PARs). Reports completed byoperating departments and submitted to the OED include Project Completion Reports (PCRs), Project Completion Notes (PCNs), Implementation Completion Reports (ICRs), and Implementation Completion Notes (ICNs). The PCRs can be characterized as either reports that required and received an audit by the OED or as pass through PCRs which OED division chiefs determined did not require an audit. In the case of the latter, Notes of Record are sometimes included to explain why an audit was not required. The series also consists of background materials and working files created or collected during the preparation of audit reports. These records include: correspondence; memoranda; staff appraisal reports; reports and recommendations sent to the Executive Directors for approval of the loans or credits; loan or credit agreements that were executed; annotated audit drafts; project progress reports; and field notes. In some cases, working files related to audits and report preparation are those accumulated by specific evaluation officers in OED.

The types of records that accompany the final evaluation reports vary, as procedural requirements changed over the years. OED evaluating officers created files for all completion reports and audit reports for which they were assigned responsibility. Most of the pre-1982 working files containing PCRs and PPARs reflect procedures put in place by the Bank between 1973 and 1979. The time frame for completion of PCRs after final disbursements of loans / credits varied as did the extent ofthe involvement of operating departments and clients in their preparation. In the mid-1970s, the PCR was to be prepared within six months of final disbursement by the Bank's Regional Vice-Presidency of the country in which the project took place. Information for the PCR was gathered from project files, supervision reports, and discussions in the field between Bank and Government officials associated with the project. However, before 1976 the majority of the PPARs prepared by OED evaluating officers were for projects for which no PCR had been prepared.

In 1976, procedural changes required all PCRs to be sent through the Director-General, Operations Evaluation (DGO), without OED comment to the Executive Board along with the PPAR. In addition to the PCR, the PPAR working files from 1976 onward include: the Terms of Reference for the OED audit mission; the Back-to-Office Report from the mission; PPAR drafts; comments on the drafts from Bank officials in the Region, Government officials and representatives of businesses or institutions involved in the project; and copies of transmittal letters accompanying the PPAR. Loan or Credit Agreements, Staff Appraisal Reports, and Reports and Recommendations by the Bank President for loans and credits, most of which are of earlier date than the other records in the file, are included in some PCR and PPAR files. By the end of 1979, OED conducted abbreviated audit reviews for about half of the PCRs it received. The working files for these passed-through PCRs usually contain: a memorandum addressed to the Regional Vice President indicating that based on the OED review of the PCR an audit would not be performed; comments on the PCR; a final draft of the PCR sent for printing by OED; a copy of the printed PCR forwarded to the Executive Board; and copies of the transmittal letters used in the OED distribution of the printed PCR.

At the beginning of fiscal year 1983, a new system of selective project performance auditing was introduced which required that 40 to 50 percent of projects be audited. PCRs were selected for audit according to whether they were for: large, complex, or innovative projects; projects an Executive Director proposed for performance audit; projects with high lending priority; projects which were first in a given sector / sub-sector for a country or last in a series; or a series of projects subject to a combined audit. OED division chiefs were given responsibility for determining the projects to be audited and for making decisions on pass-through PCRs. Some files for projects which OED did not audit contain: a Summary Note explaining the reasons for the pass-through decision and evaluating the quality of the PCR; a copy of the draft PCR; comments regarding the draft PCR from the client country; a Pass-Through PCR Unit Cost Sheet tracking OED staff time allocated to the project; memoranda and letters transmitting a final copy of the PCR to the Executive Directors, the Bank President, and officials of the client country; and a final copy of the PCR. Found in other working files for post-fiscal year 1983 is the Note of Record, which was prepared by the OED evaluating officer after review of the PCR with the division chief. It contained the reasons for the pass-through decision. The Note of Record assessed the project as described in the PCR in terms of its objectives, scope, implementation, costs, and sustainability. It was distributed only to the Director of OED (OEDDR), the OED Library, the working file, and the OED annual review coordinator. Also found in some workingfiles with the Note of Record is the Project Information Form (PIF) used to input data about the project into OED's database for use in annual reviews and studies. Results for all PCRs were reported to the Executive Board.

New guidelines for completing PCRs were put into place effective July 1, 1989. Most of the PCRs in the OED working files after this date have a different format from earlier prepared PCRs. Parts I and II of the report were prepared by the Regional Office and Part III was completed by the client. Some working files include Project Completion Notes (PCNs) which were prepared in lieu of PCRs for projects for which: the loan was never signed by the client; the Bank withdrew the loan; disbursement was very fast or ahead of schedule; no PCR was ever completed; or for which there were no implementation issues. The decision to create the PCN was based on a review of the Staff Appraisal Report prepared before the loan or credit was granted, internal Bank memoranda, minutes of Board discussions, supervision reports, and interviews with staff. The PPAR was carried out on the basis of the recommendation for audit made by OED at the time of review of the PCR. The contents of the PPAR working file remained largely unchanged from earlier periods but some PPARS for cluster audits (i.e. audits of multiple projects) were included.

By 1994, operations staff (also called Regional staff) evaluated all completed operations for which they were responsible and OED audited a representative sample of completed operations. For last supervision missions departing after July 1, 1994, Regional staff was required to prepare an Implementation Completion Report (ICR) or Implementation Completion Note (ICN) similar to the earlier PCN. Issues encountered during implementation, achievements, and the economic rate of return, were among the factors covered in the ICR. Contributions from client agencies (whole reports or comments) were attached to the ICR. Co-financiers were invited to participate in evaluations in which they provided funding. All ICRs were to be completed within six months of the final loan / credit disbursement. By 1997, about 25 percent of completed projects were audited by OED. Like the earlier PPARs, Project Audit Reports (PARs) were field-based and incorporated the views of client countries and major stakeholders. Projects were subject to audit if they were: large and complex; innovative or had unusual features; controversial, with issues unresolved during the ICR evaluation; first in a series or expected to offer especially strong lessons; suitable to be analyzed together with similar projects; useful for providing building blocks for sector or country evaluation study; or requested by Executive Directors.

The ICR, PCR, PCN, and ICN working files for the mid-1990s and later generally contain the printed report, a PIF and control sheet, drafts of the DGO's evaluative memorandum regarding the report or note, a copy of a memorandum from OEDDR transmitting the draft evaluative memorandum to the relevant Country Director, and comments from the Bank's Regional staff on the draft. Some files contain the OED-ICR-Review-Evaluation Summary which recommended for or against an audit of the project. Projects were evaluated for outcome, sustainability, institution development, Bank performance, and client country performance based on information in the ICR and PIF. Correspondence with Regional and other Bank staff and with officials in client countries regarding their comments on the draft report can also be found in the files. Some files contain copies of intra-OED electronic messages commenting on the draft evaluative summary and on the review process. A few of the files contain background documents records such as Staff Appraisal Reports (as was the case for PCR files for earlier periods).

In addition to draft and final copies of the reports, the PAR files for this period typically include: Initiating Memoranda; Terms of Reference (TOR) addressed to OED evaluators designated to travel to the field to conduct the audit; letters to Government officials and others related to the project announcing the mission to develop the report; Back-to-Office Reports from the audit mission; and comments on the draft audit report. Comments from the OED audit panel and an Audit Panel Review form can be found in some files along with drafts of the DGO's evaluative memorandum, a PIF and cover sheet, and copies of letters transmitting the final printed copy of the PAR to officials in the client country. Some of the PAR files contain copies of related background materials such as the Staff Appraisal Report and the Loan Agreement.

The review and audit activities of regional operations and the OED were conducted for the projects of all sectors. These include:

*Education- Primary; secondary; tertiary; vocational; technical

  • Health and nutrition Specific disease and HIV/AIDS prevention and management; population projects

  • Water Sewarage and drainage; sanitation; water supply; water pollution control; flood control

  • Agriculture Commodity production; livestock development; fisheries development; research; support services; marketing

  • Human resources Extension and training; social sector management; science and technology

  • Rural development Rural roads; rural electrification

  • Urban development Urban engineering; air pollution; urban management

  • Telecommunications General sector

  • Energy and power Power generation; refinery engineering; energy efficiency; oil field development; gas transport and distribution; oil, thermal, and gas exploration and development; pipeline rehabilitation

  • Transport Navigation; railways; highways; rural roads; aviation; ports

  • Finance and trade Private sector finance projects; financial rehabilitation projects; economic management and public enterprise; technology development projects; small and medium enterprise projects; development banks; export development; shipping; imports program; debt and debt service

  • Industry Foundry modernization; small-scale industry; fertilizer production; mining and other extractive sector projects; pulp and paper engineering; public enterprise assistance; natural resource management; forestry; off-shore development

  • Infrastructure Housing; construction projects

  • Reconstruction and emergency Earthquake and flood recovery; drought relief

  • Tourism General sector

  • Structural adjustment Public sector reform loans; adjustment loans and credits; trade policy adjustment

  • Client capacity building Technical assistance loans; central government administration projects; planning support

Evaluations of non-sector and multi-sector projects are also included.

The series also consists of evaluative reports and related materials created by OED staff that are not PARs or PPARs and are not related specifically to individual projects. These include: staff appraisal reports initially developed for the projects; reports and recommendations sent to the Executive Directors for approval of the loans or credits; materials related to a study by Carl Jayarajah entitled Overview Study: World Bank Support for Small and Medium Industry; a draft of correspondence related to a proposed Review of Lessons Learned in Railway Projects (RLLRP) for the OED Lessons & Practices publication; an approach paper, drafts, and background materials for Review of the World Bank Experience with Electric Power Generating Facilities (1985); a draft study outline, Terms of Reference, and supporting materials for the 1987 - 1989 study Columbia: An Evaluation of Bank Lending to the Colombia Power Sector between 1970 and 1986 along with the March 1991 final study report; the approach paper and draft of the 1988 - 1989 country case study World Bank Support for Rural Roads Maintenance - Philippine Case Study; a draft of Senior Evaluator Jan de Weille's March 1992 report Annual Review, Project Performance Results for 1991 - Transport; the approach paper and drafts of the June 30, 1994, grey cover sector review (Report 13291) Rural Electrification in Asia: A Review of Bank Experience; records related to a study of the Bank's involvement in Mexico's power sector over four decades; background materials for Study of Adjustment Lending in Sub-Saharan Africa (Oct. 1996 - July 1997) including an approach paper, preliminary draft, draft speech prepared for the Director-General, Operations Evaluation, and copies of related reports; the report Case Study of World Bank Activities in the Health Sector in Mali accompanied by a memorandum from OEDST inviting the DGO and other OED personnel to a meeting review regarding the study; working files of evaluator Basil Coukis which include annotated copies of PCRs and PPARs as well as background materials such as loan guarantee agreements, staff appraisal reports developed for loan or credit applications, progress reports, background correspondence, and field notes used in the preparation of evaluations; and two reports concerning trade policy reform for Mexico, Mexico: Trade Policy Reform, World Bank's Support for Trade Liberalization Program by Yalcin M. Baran (Sept. 15, 1989) and Overview Study: World Support for Small and Medium Industry issued by the Projects Department of Latin America and the Caribbean Regional Office (June 24, 1986). Finally, the series consists of records related to the OED's problematic review of the Thirteenth Indian Railway Project (Credit 582-IN). The files contain the April 1979 PCR, various versions (dating from 1981 to 1986) of the PPAR, and correspondence regarding the project. The first and the subsequent draft PPARs for this project were controversial and found to be inadequate for various reasons. The controversy led President Clausen to appoint a special audit team for the Railway Project and to request a reevaluation of OED internal procedures. Materials related to the subsequent review as well as to the OED evaluation are included; the latter includes: intra-OED correspondence; correspondence with Transportation Department staff, the South Asia Regional Office, and Indian government officials; and minutes of a Joint Audit Committee meeting and Executive Directors' meeting.

Center Directors Committee (CDC) meeting and informational files

The series consists of records that evidence the relationship between the CGIAR Secretariat and the International Agricultural Research Centers' (IARC) Directors and the Center Directors Committee (CDC). The majority of the records in the series are informational reports and other materials forwarded, most commonly, by the CGIAR Executive Secretary to CDC members. These records include topical reports, CGIAR-authored reports, CGIAR-related external publications, and CGIAR project and initiative updates. Some records also relate to the recruitment of new CGIAR members/donors. Series also consist of reports authored by the CDC or CDC members as well as a small amount of CDC meeting agendas and minutes.

CGIAR's International Agricultural Research Centers (IARC) general files

The series consists of records created and received by the CGIAR Secretariat as a result of its ongoing relationship with the International Agricultural Research Centers (IARC). The series contains records relating to three of the IARCs: the International Livestock Centre for Africa (ILCA), the International Laboratory for Research on Animal Diseases (ILRAD), and the International Network for the Improvement of Banana and Plantain (INIBAP). These IARCs no longer exist; in 1994, INIBAP was absorbed into theInternational Plant Genetic Resources Institute (IPGRI, renamed Bioversity International in 2006) and, in the same year, the ILAC and ILRAD merged and formed the International Livestock Research Institute (ILRI).

Records related to the ILRAD include: correspondence between the CGIAR Chairman and ILRAD; schedule of the Chairman's visit to ILRAD and other IARCs; position search and announcements; ILRAD Board of Directors annual meeting agenda (1989); correspondence and announcements concerning funding disbursements; external reviews; survey of ILRAD board members; Director General's report to the ILRAD Board of Directors (1990); and other materials.

Records related to ILCA include: correspondence between the CGIAR Chairman and ILCA; schedule of the Chairman's visit to ILCA and other IARCs; ILCA newsletters; ILCA Board of Trustees meeting minutes; ILCA Board orientation program materials; correspondence and announcements concerning funding disbursements; external reviews; ILCA board member surveys; an ILCA-authored paper entitled Management Information Requirements at ILCA: A Discussion Paper (1987); annual meeting and other committee meeting minutes; and other materials.

Records related to INIBAP include: correspondence between the CGIAR Chairman and INIBAP; INIBAP strategy document (1991); International Musa Testing Program materials; collaborative research agreements; INIBAP workshop materials; program committee reports; position search and announcements; INIBAP program surveys; Board of Trustees meeting minutes; Donor Support Group meeting minutes and supporting materials; budget proposal (1992); an initial offer of support by the CGIAR Chairman to INIBAP (21 November, 1990) and related materials; external reviews; and other materials. Records related to INIBAP's absorption into INGRI are also contained in this series. These include: records from the 1993 meeting in which the incorporation of INIBAP and INGRI was discussed and the Memorandum of Understanding between INIBAP and INGRI.

Impact Evaluation Reports

The series primarily consists of Impact Evaluation Reports (IERs) and the working files produced during the creation of those reports. The series also consists of a number of special studies produced by the OED. IERs assess the performance of operations at full development, some five to ten years after the close of disbursements on the Bank's loan. The evaluations are selective; only a small percentage of projects undergo an impact evaluation. These evaluations provide a second look at a project by analyzing the long-term effects - intended or unintended - on people, institutions, and the physical environment. The evaluations assess projects against the goals that were stated at appraisal and also against a broad set of criteria that relate to social dynamics, income distributions, effects on women and families, institutional development, sustainability, and the environment. This series consists of IERs from the very beginning of their production in 1979 and through into the 1990s.

The content of the files for impact evaluations varies somewhat but the more complete files contain: copies of the Completion Reports, Audit Reports, and other OED-generated records relating to the project; non-Bank background reports and publications relating to the project; Terms of Reference for the OED staff members and/or consultants assigned to evaluation; drafts of the Approach Paper and Study Design Paper; memoranda and correspondence regarding the team's travel plans if a mission was required; a Back-to-Office Report regarding the mission; intra-OED correspondence regarding the format for the evaluation; various drafts of the evaluation; comments on the drafts from OED and Regional staff, officials in the client country, and representatives from other aid/lending organizations; drafts of comments by the Director-General, Operations, (DGO) to the Committee on Development Effectiveness (CODE) or its predecessor, the Joint Audit Committee (JAC) regarding evaluations; minutes of CODE or JAC meetings at which the evaluation was discussed; drafts of the DGO's transmittal memorandum to the Executive Directors and the President; and summaries of the Executive Directors' discussion of the evaluation and copies of the Board chairman's published comments. Many of the impact evaluations relied on field surveys to gather opinions of stakeholders. The raw survey data is not included in an evaluation file, but sample survey questionnaires and data derived from the surveys may be in the file.

The series contains the first IER produced by theOED, referred to as a Project Impact Evaluation Report (PIER). The report was for the Mexico Third Irrigation Project (1978 - 1979) which focused on irrigation rehabilitation programs in irrigation districts Nos. 17 (Region Lagunera) and 23 (San Juan del Ro). The evaluation was undertaken by Chief Evaluation Officer John Malone about five years after the performance audit was conducted for the project. Other early impact evaluation reports in this series are for: Kenya's First Smallholder Agricultural Credit Program (1980); the Kenya First Livestock Development Project (1981); the Roseires Irrigation Project in the Sudan (1980); the Burundi-First Arabica Coffee Improvement Project (1980); the Malaysian Muda and Kemubu Irrigation Projects (1981); the Atlantico Irrigation Project in Colombia (1982); and the San Lorenzo Irrigation and Land Settlement Projects in Peru (1982). In addition, records related to an IER conducted jointly with the National Economic and Development Authority (NEDA) and the Central Bank of the Philippines on the Philippines Second Rural Credit Project are included. The report was issued in 1983 after an extensive evaluation that involved a survey of beneficiaries in different regions. Also issued in 1983 was an IER for the Indonesia Irrigation Rehabilitation Project.

The series contains many other IERs and IER working files produced through the mid to late 1980s and 1990s. Agriculture, urban, education, transport, industry and transmigration projects are represented. Of note, one IER covers three income generating projects for refugees in Pakistan for which the Bank acted as executive agency on behalf of the United Nations High Commissioner for Refugees (UNHCR). Also contained are background materials on Indonesia that OED's Agriculture and Human Development Division (OEDD1) gathered from a wide variety of sources in preparation for a 1993 impact evaluation covering loans for three transmigration projects in Indonesia. The files include the Project Completion Reports for two of the loans (Transmigration II [L1707] and III [L 2248]) and Terms of Reference for the impact evaluation but no other documents regarding the impact evaluation.

The series also includes a number of special process and thematic studies. Reports and related working papers include: a 1987 and 1988 OED special study entitled Management of Renewable Resources in Agricultural Operations; two transport sector evaluation studies entitled The Transport Sector in Mexico: An Evaluation (1998) and Transport in China: An Evaluation of Bank Assistance (1999); a copy of a 1998 paper (The Industrial Organization of Corruption: Why Corruption Hurts More in Africa than in Asia) prepared by Sector and Thematic Evaluation Division (OEDST) staff members Antti Talvitie and Binyam Reja, based on their participation in an OED evaluation of five transport projects in Indonesia; background records for a 1996 Infrastructure and Energy Division (OEDD3) process study, Effectiveness of Environmental Assessments and National Environmental Action Plans (EA/NEAP Study), which evaluated the Bank's use of project-level environmental assessments (EAs) and highlighted the differences between countries that had an approved National Environmental Action Plan (NEAP) and those that did not; working files for the 1995 Country Policy, Industry and Finance Division (OEDD2) study The Social Impact of Adjustment Operations: An Overview; and special impact evaluation studies covering a range of agriculture topics, including Harvesting the Waters (1980s), The World Bank and Structural Adjustment in Agriculture; Reforming Agriculture: The World Bank Goes to Market, Irrigation O & M [Operation and Maintenance] and System Performance in Southeast Asia (1996), Natural Resource Management in Bolivia: 30 Years of Experience (1993), and Dynamics of Rural Development in Northeast Brazil: New Lessons from Old Project (1991), as well as one file for a special process study entitled Monitoring and Evaluation Plans in Staff Appraisal Reports Issued in Fiscal Year 1995.

Also in this series are correspondence, reports, and publications that evaluator Christian Polti gathered while OEDD1 was working on two impact evaluation studies. The first study deals with the World Bank's experience with irrigation development and examined irrigation projects in Morocco, Mexico, the Philippines, and Thailand. The second study deals with cotton development programs in Cote d'Ivoire, Burkina Faso, and Togo.

United States Agency for International Development (USAID) CGIAR files

The series consists of records created and collected by the Associate Director (Research), Office of Agriculture, Technical Advisory Bureau, of the US Agency for International Development (USAID). The majority of the records relate to the first five years of the CGIAR. The series contains two types of files: chronological correspondence files and files relating to specific meetings and conferences.

The correspondence files are exclusively related to communication between USAID and the CGIAR Secretariat. Subjects of the correspondence include: International Agricultural Research Centers (IARC) appraisal, IARC financial practices and policy, and deliberations on and accounting of USAID funding. Records include: CGIAR meeting summary of proceedings; reports authored by the CGIAR's Technical Advisory Committee (TAC); CGIAR reports and records distributed to member countries for informational purposes; and materials related to International Centers Week (ICW). A small amount of correspondence sent within USAID departments on the topic of the CGIAR is also included in these files.

The majority of records relating to meeting or conference attendance relate to CGIAR's annual ICW meetings. A number of other USAID-CGIAR meetings are represented as are meetings of the CGIAR North American donors. Further, meetings relating to agricultural research that do not directly involve CGIAR but which are attended by USAID representatives are also present in small number. Records relating to meetings or conferences attended by USAID representatives include meeting agendas, minutes, summary of proceedings, and supporting documents. Also included are meeting and conference summaries authored by USAID attendees as part of their reporting responsibilities. A small number of Action Memoranda composed in response to issues raised and the subsequent need for deliberation are also included.

Third System Review

The series consists of records related to CGIAR's Third System Review conducted in 1996-1998. The Review's purpose was to assess the role, relevance and future directions of the CGIAR System and make recommendations for improving its overall effectiveness. Its focus included, but was not limited to:

  • Mission and strategy: mission, scientific orientation, goals, principal activities, priorities, and strategies of the System

  • Governance and finance: roles and responsibilities of System-wide units, System-level management processes (priority setting, resource allocation, evaluation); funding modalities

  • Operational effectiveness: quality, relevance, and efficiency of the science practiced by the centers; partnerships; structural considerations.

The Review was conducted by an external panel which was supported by separate Working Groups and facilitated by a secretariat. The series contains Review Panel meeting minutes along with extensive background readings and other supporting materials. Indexes for meeting-related materials are included. Series also contains correspondence related to the System Review. Correspondence relates to the selection of Panel and Working Group members as well as meeting and conference planning and requests for comments on Review-generated reports. The series also contains a file of reports commissioned by the Review Panel as well reports created or collected by the Panel. Finally, the series contains a copy of the Review's final report, The International Research Partnership forFood Security and Sustainable Agriculture, dated October 8, 1998. A draft of the final paper by the Specialist Panel on Governance and Finance (August 24, 1998) is also included.

Congratulations file

This series contains congratulatory letters from heads of state, government officials, and international and domestic private entities to A.W. Clausen on the occasion of his appointment as the President of the World Bank and the outgoing responses from President Clausen. A list of the contact addresses filed at the beginning of the series.

Alphabetical [subject] files

This series contains President A. W. Clausen's subject files. The records consist of correspondence, memoranda, reports and background materials relating to a broad spectrum of organizations, interests and concerns. They contain general correspondence, internal Bank communications, and external correspondence with the European Economic Community; the U.S. Congress and the Departments of Treasury and State, among others; the United Nations and its many specialized agencies; and various international banksand organizations. The UNICEF file includes photographs of Mr. Clausen with the Bay Area Corporate Committee for UNICEF in 1985.

Correspondence of the Directors-General, Operations Evaluation with Bilateral and International Organizations

The series consists of letters, memoranda, and messages between the DGO and the heads of evaluation units of bilateral and international organizations. The series documents primarily the formulation, implementation, and impact of evaluations within these bilateral and international organizations. Some of the correspondence is with the Special Advisor and Assistant to the DGO and the Director, Operations Evaluation Department (OEDDR). The series also contains copies of studies, publications, and reports of audits and evaluations sent to DGO. A copy of a February 15, 1980 memorandum from President Robert S. McNamara to DGO Mervyn L. Weiner addresses Bank support for upgrading national audit institutions. With this memorandum is correspondence describing implementation actions taken by the Bank and cooperation with the International Organization of Supreme Audit Institutions (INTOSA).

Correspondence of the Directors-General with the International Finance Corporation (IFC)

The series consists of correspondence primarily between DGO Yves Rovani and IFC Chief Evaluation Officer Walter I. Cohn, and relates to the DGO's responsibility for oversight of IFC's operations evaluation activities. An Operations Evalution Unit (OEU) was established within the Development Department of IFC in 1984. Included are drafts of IFC operations evaluation work programs for fiscal years 1986-1993 forwarded by Cohn to Rovani and to his successor Robert Picciotto for review and comment. Accompanying many of the work programs are proposals for special studies. Draft approach papers for those studies, also forwarded to DGO for review, include those prepared for the following studies: IFC's experience in the tourism sector (1989); performance of IFC's oil and gas exploration program (1991); successful IFC investments in Sub-Saharan Africa (1991); lending for industrial technology development (1992); IFC's market assessments (1992); and IFC's experience in the privatization of State-owned enterprises (1992). Comments prepared by the Country Policy, Industry and Finance Division (OEDD2) on some of the approach papers are included.

Also among the correspondence are comments from the DGOs to Cohn on OEU work programs and use of resources along with notes from the first meeting (July 16, 1986) at which the role of DGO in operations evaluation in IFC was discussed. Also included are: minutes of special meetings of the Portfolio Committee at which IFC evaluation studies were discussed; a list of IFC project completion reports for fiscal year 1982 to fiscal year 1986; a copy of a May 20, 1987, memo distributed to all IFC high level staff on new procedures for project completion reports; and Cohn's February 21, 1991, memorandum copied to Rovani in which he responds extensively to issues raised at an earlier Joint Audit Committee (JAC) Sub-Committee on Operations Evaluation meeting regarding IFC's evaluation capacity, IFC evaluation work, and the relationship between IFC and DGO and OED. In this memo he also responds to issues surrounding a report prepared by OEU on IFC's experience in the agricultural production sector.

A small amount of miscellaneous correspondence arranged by subject (1983 - 1995) includes: formal and informal memoranda and other correspondence between the Director, OEU, Walter I. Cohn and DGO's Mervyn Weiner, Yves Rovani, and Robert Picciotto; approach papers for studies forwarded for approval to DGO before being sent to the JAC, copies of IFC policy papers, and draft IFC evaluation reports, workprograms, and budgets. Also included are an Annual Portfolio Evaluation Report for FY 1983 and an updated mandate statement for evaluation in the Bank and IFC that reflects findings of the March 1995 report of the review of evaluation in IFC.

Subject files (1980 - 1995) found with the correspondence include the report of IFC's first evaluation of a segment of its portfolio of investments, IFC Hotel Portfolio Review, forwarded by DGO Mervyn Wiener to the Joint Audit Committee (JAC) for review on May 11, 1981. Also included are reports of IFC evaluations in the agricultural, mining, and petrochemical sectors completed between 1983 and 1994 and in the cement and textile industries sectors between 1983 and 1989. There are also files containing correspondence and reports relating to: evaluations of successful investments in Sub-Saharan Africa (1994); support for small and medium scale enterprises (1995); investment assessments performed by OED (1992 - 1994); IFC's Five Year Program for fiscal years 1985 - 1989; and the review of evaluation in IFC (1994 - 1995).

A small amount of miscellaneous IFC and OEU reports (1979 - 1989), some of which are annotated, forwarded to DGOs Mervyn Weiner, Yves Rovani, and Robert Picciotto are in the series. A number of these reports were distributed to the Board of Directors including three confidential Project Completion Reports (PCRs) on three IFC investments in Guatemala (1979), Brazil (1979), and Indonesia (1979). These three reports were distributed in January 1980 to the Board based on a decision made at an October 30, 1979, Board meeting. Each director was to receive a copy to indicate the type of PCR IFC had been preparing and to illustrate why caution was necessary when disseminating information contained in the reports. Other IFC reports included are: Annual Portfolio Evaluation Reports for fiscal years 1984 and 1986 - 1988; a report entitled Deterioration in IFC's Portfolio: An Analysis (March 1985); and a report prepared by a consultant entitled IFC in Sub-Saharan Africa, Proposals for a New Approach (February 1987).

Records of Economic Advisor Irving Friedman

Irving Friedman maintained these files on the Bank's cooperation with the United Nations Conference on Trade and Development in developing a supplementary financing scheme. The scheme was conceived as a response to the instability of commodity prices that frequently led to unexpected shortfalls of export earnings in developing countries. The aim was to have supplementary financing cover these shortfalls through soft loans to shield the development programs of the developing countries. IBRD/IIDA supplementary financing would offer longer-term assistance, as opposed to the International Monetary Fund's short-term compensatory financing facility.

The records include correspondence with UNCTAD, memoranda, drafts, handwritten notes by Friedman and others, meeting briefs, agendas, speeches, and official documents from UNCTAD, IMF, and IBRD on supplementary financing. The general correspondence is principally between Friedman, other Bank managers, and UNCTAD officials, especially Raul Prebish and Manuel Perez-Guerrero, Secretary Generals of UNCTAD, and Sidney Dell, Director of UNCTAD. The meetings files relate to meetings of UNCTAD, the UNCTAD Committee on Invisibles and Financing related to Trade, the Intergovernmental Group on Supplementary Finance, the Development Advisory Committee, and meetings within the World Bank. Friedman filed into the file on a meeting both documents that pre-dated the meeting and documents from activities subsequent to the meeting, so researchers will need to read through the sub-series on meetings in order to find all the items about one meeting.

In addition, three files on stabilization of prices for primary commodity products, transferred to the World Bank Group Archives separately from those on supplementary financing, are found at the end of the series.

Correspondence of Economic Advisor Hollis Chenery

Hollis Chenery served as the Economic Adviser to the President from 1970 until 1972. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series consists of one file of Chenery's memoranda and correspondence and two files on the Development Research Center of the World Bank.

The correspondence file includes a memorandum by Chenery on research prospects in Latin America in April 1972; a proposal to the Bank on generation of employment in Mexico and a draft study with comments on planning in Mexico; and a draft study on Ethiopia. The correspondence ends in May 1972; an invitation dating from 1973 is also included.

The two files on the Development Research Center primarily drafts of economic studies. The study topics include evaluations of various economic models, Mexican agriculture, and substitution of labor for equipment in road construction.

Chairman's chronological correspondence files

Series consists of chronological correspondence files of CGIAR Chairman Ismail Serageldin. Records provide evidence of fund-raising, communications, and public relations activities as well as activities related to CGIAR organizational and committee management. The majority of the records in this series are copies of the Chairman's outgoing mail. Letters are addressed to CGIAR member and potential member representatives (primarily ambassadors and agriculture ministers), CGIAR committees, International Agricultural Research Centers (IARC), and other agricultural research institutes and universities. Topics of correspondence include CGIAR membership, fund-raising and donations, meetings, CGIAR projects and initiatives, committee nominations and appointments, the Chairman's travel and visitation, conference attendance, speaking engagements, and IARC research, funding, and management.

Conferences, lectures and addresses

This series contains correspondence and notes regarding guest lectures and remarks by President McNamara and conferences he attended, both in the U.S. and in Europe. It is clearly fragmentary and does not cover many of the events in which McNamara participated. The series includes speeches he gave on topics such as population (University of Notre Dame in May 1969), poverty and population (American Urological Association in October 1977), and international development (Frederick Ebert Foundation in Bonn in 1979). Several files relate to awards given to McNamara, including on from the Tun Abdul Razak foundation in Malaysia; some awards files include speeches and remarks he made at the presentation of the award.

A few conference files include McNamara's handwritten notes of points made by other speakers; sometimes a typescript copy of his notes on the proceedings is filed. Because the speakers were often important figures in public affairs, these notes are useful for researching both the positions taken bythe participants and McNamara's understanding of the points they made.

Travel briefings

This series contains the briefings prepared for President McNamara's official trips. It includes notes by McNamara, some handwritten; correspondence with senior staff and government officials; and staff reports on visits.

The briefings consist of schedules, airport statements, government lists and biographies, lists of topics for discussion, basic data and maps, background information on the political and economic situation and the Bank's operations in the country visited and, for Part II countries, aid programs and IDA contributions. Schedules, statements, biographies, and topics for discussion are often annotated by McNamara, some heavily. If the trip included more than one country, the first file may include general information on the region. While most files contain a full briefing, a few files include only the list of persons visited or a schedule.

The 1980 files on an African trip include a file of Mrs. McNamara's activities. The series includes one photo from McNamara's trip to Peru in 1976.

These files are valuable for any researcher looking at the Bank's relationship with a country. The rich analytical material in the briefing file pulls together the Bank's information on a country at a particular date which, when supplemented with McNamara's notes, give a snapshot of the country's stage of development and its political climate.

Travel briefings of staff assistants to the President

The series consists of the travel briefing files of three staff assistants for three trips during the McNamara Presidency. The first are the files of Sven Burmester, Special Assistant to the President, for the Middle East trip (Kuwait, Saudi Arabia, Qatar, and the United Arab Emirates) of March 5-16, 1975. The second are the files of Caio Koch-Weser, Personal Assistant to the President, for the West Africa trip (Nigeria, Ivory Coast, Liberia, Guinea, The Gambia, and Senegal) of November 1-15, 1977. The last are the files of Oliver Lafourcade, Personal Assistant to the President, for the trip to India and Pakistan, March 28-April 1, 1981. All of these trips also have briefing files in the President's travel briefs series.

Board [of Executive Directors] Actions files

President McNamara's memoranda to the Board of Executive Directors constitute this series. They are divided into the following subjects:

  • I. Lending rate

  • II. Profit transfer

  • III. Budget proposals

  • IV. Compensation

  • V. Structural adjustment lending

  • VI. Miscellaneous

  • VII. International Development Association

  • VIII. International Finance Corporation

  • IX. Financial policy

  • BC. Brandt Commission Pearson Commission Role of the Bank.

The first file of the series consists of 2 finding aids prepared in the President's office. The first finding aid is an annotated list of the President's memoranda to the Executive Directors from 1 April 1968 - July 10, 1980, listing the subjects discussed, the background papers distributed on the subject, the date of the discussion, and remarks. The annotations indicate the file (I through X and BC) containing the documents on the subject. The second finding aid is titled Board Actions Books I-X. It lists all documents filed within the ten numbered subject files plus the Brandt Commission file. Copies of these lists are filed in the subject files, and the lists in the subject files are annotated to show which documents have been removed from that file or have been filed in other files.

The memoranda dealing with lending rate contain the President's recommendations to the Board with regard to the Bank's interest rate policy and its annual and quarterly review. They include background material dating from 1947 and some handwritten notes by McNamara of the Executive Directors' discussions on lending rate policy (1968, 1969 and 1979).

The memoranda on profit transfer deal with the Bank's annual transfer to IDA of part of the year's income. They include some handwritten notes by McNamara of the Executive Directors' discussion on the allocation of net income for FY69. The budget proposals and related memoranda presented to the Executive Directors for review and approval are occasionally annotated by McNamara. The 1973 Review of IBRD/IDA program, FY74-78, is accompanied by the President's handwritten notes of his meetings with H. Kaufman, E. Patberg and L. Parker of Salomon Brothers, the First Boston Corporation and Morgan Stanley respectively.

The memoranda on compensation are concerned with salary policies and procedures, salary reviews, staff retirement and tax liabilities. They include McNamara's proposals of a general salary increase with his notes of the discussions of the Board, drafts and comparative figures (1968-1970), and recommendations with regard to the conclusions of the McKinsey study on staff compensation (1972) and the Report of the Joint Bank-Fund Committee on Staff Compensation Issues (Kafka Committee 1979). There are also notes taken by the President of discussions on tax liabilities (1979).

The miscellaneous memoranda deal with Board procedures, IBRD borrowing, lending policies, procurement practices, operations evaluation, work arrangements with other agencies, the Bank research program, international agricultural research, and office space. They contain McNamara's handwritten notes on the Executive Directors' discussions of his recommendations regarding subscriptions to the capital stock of the Bank (1969, 1970), Board procedures (1971), and the financing of tea (1973). The memoranda relating to IBRD borrowing and bonds issues are heavily annotated by the President (1978-1980), as is a memorandum on development policy for countries dependent on exports of primary products (1973).

The memoranda regarding IDA concern IDA policies, financing and international agricultural research. They bear no annotations by the President.

The memoranda regarding IFC contain some notes by McNamara of the discussion by the Executive Directors of papers on operating policies (1973), as well as personal comments by R. L. Knight regarding IFC policies (1973).

The memoranda on financial policy contain McNamara's papers to the Board on the Bank's borrowing program, financial policies and capital increase, and the establishment of the Third Window. They include the President's drafts of statements and closing remarks for the Executive Directors' discussions of memoranda on the scale of financial operations FY74-78 (1972) and IBRD financial policies (1973) and notes accompanying his 1976 memorandum on IBRD capital increase.

The memoranda on the recommendations of the Pearson and Brandt Commissions relating to the Bank bear some annotations by McNamara.

A set of documents concerning the discussions of memoranda to the Board on the future role of the Bank and its associated capital requirements was put together by President McNamara. It contains summaries of informal meetings with the Directors, technical notes, memoranda and handwritten notes of the discussions, and correspondence. An index to the documents in the file Role of the Bank, both in McNamara's handwriting and in typescript, is included in the file.

IPA chronological file (outgoing)

This series is composed of letters and memoranda drafted for McNamara by the Department of Information and Public Affairs (IPA) between January 1969 and July 1981. Letters consist of thank-you notes, mostly regrets, for invitations to participate or speak at meetings or luncheons, deliver interviews and appear on television, thanks for gifts, books, articles, comments, views, support, staff work, and responses to requests for material, statements and articles.

The addressees are private citizens, scholars, journalists, heads of organizations and congregations, diplomats, and government officials. Thank-you letters range from a note to President Leopold Sedar Senghor thanking him for a volume of poetry, to letters to the U.S. President, senators and congressmen thanking them for assuring the passage of foreign assistance legislation. Responses to inquiries include a letter informing President Sekou Toure of the progress of the Konkoure project, a letter attempting to answer William Safire's etymological inquiry about the phrase bargaining chip, and notes declining requests for comments on defense policy and the Vietnam War.

Chronological file (personal)

The personal chronological file contains material drafted by McNamara or his secretaries between 1968 and 1972. It includes outgoing correspondence, short memoranda to the senior staff and memoranda recording conversations, notes on special issues and notes to himself.

The correspondence consists of acceptances or declinations to speak, comment, serve on committees, join boards, lunch and dine; thank-you notes; congratulations and condolences; recommendations; the President's requests for meetings or support; letters on Bank activities and letters on private matters. Addressees include heads of States and government officials, U.S. Senators and Congressmen, bankers, scholars, publishers, journalists, art dealers and old friends. There are letters and cables to Hubert Humphrey, Edward Kennedy, David Rockefeller, John Kenneth Galbraith, Arthur Schlesinger, Pierre Salinger, Henry Kissinger, Walt W. Rostow, Edward Heath, Lord Mountbatten, and Harlan Cleveland.

The memoranda to the staff are short notes to the Vice-Presidents, the Economic Advisor, the General Counsel, and the Directors of the Development Services, External Affairs and Administration offices on particular issues of concern to their sector or department. Memoranda of conversations record discussions with members of the Board, Bank staff and government officials, including Henry Fowler, John Connally, Dean Rusk, Walt W. Rostow, Daniel Ellsberg and Maurice Strong.

Interfiled with outgoing letters and memoranda are lists of projects President McNamara drafted for himself in May 1968, April and August 1969, January 1971 and December 1972. There also are points for meetings and for the press, outlines of the Bank President's annual speech and notes and figures on the Bank's capital increase, the IDA policies and third replenishment, the budget, the Bank's organization, staff compensation, population growth, the gap between poor and rich nations and nuclear force issues.

Statements, speeches and interviews

This series contains the official statements issued by Robert S. McNamara as President of the World Bank. The material consists of drafts by the President (some handwritten) and drafts prepared by staff (some heavily annotated)' press releases' and occasional background documents. Statements include remarks at the signing of Bank loans' statements at press conferences' airport statements' statements at Annual Meetings and Board meetings' toasts at official dinners including some toasts to McNamara given by Presidents' messages to be delivered at conferences' remarks to the U.S. Congress and messages to staff.

The set also contains transcripts of interviews and newspaper articles. The former include interviews for the NBC Today Show and Meet the Press (1974)' Segment Three (1978)' Bill Moyer's Journal on WNET (1975)' a CBS interview with Peter Jay (1977)' the ABC presentation of A Day in Shrishnagar (1980)' and appearances on the BBC (1978-1980) and on Norwegian' Japanese' German' and French television. There are also interviews for the London Times and Europa (1975)' the New York Times (1978)' Newsweek (1979)' and the Sunday Times (1980).

Personnel Management Committee files

The President's Personnel Committee was established by President McNamara on 9 August 1979 together with the Finance Committee. Both Committees operated as sub-committees of the President's Council. The purpose of the Personnel Committee was to deal with such issues as staff compensation and benefits, staff development, recruitment, management and manpower planning, Staff Association relationships and senior level appointments and transfers. The membership consisted of the President as chair, the SeniorVice President, the Vice President for Administration who served as vice chair, the Vice President for Operations, the Vice President for Finance, and one rotating member.

The series contains the minutes of the Committee as well as discussion papers distributed to the members of the Committee.

Finance Committee file

The President's Finance Committee was established by President McNamara on 9 August 1979 together with the Personnel Management Committee. Both committees operated as sub-committees of the President's Council. The purpose of the Finance Committee was to deal with such matters as liquidity objectives, profit objectives, the lending rate, financial structure, and IDA transfers. The membership consisted of the President as chair, the Senior Vice President, the Vice President for Finance who served as vice chair, the Vice President for Operations, the Vice President and General Counsel, the Vice President and Secretary, the Vice President and Treasurer, and the Director, Programming and Budgeting.

The series contains the agenda and minutes of the Committee meetings between August 1979 and June 1981. It includes papers regarding the currency pooling system, debt problems of developing countries, co-financing, the cost of IBRD borrowings, criteria for selective capital increase and other papers distributed to the members of the Committee for discussion.

Contacts - Member Countries files

The Contacts - Member Countries files are the record of President McNamara's meetings with famous individuals, representatives of member countries other than the United States, and representatives of organizations (e.g., Executive Directors, Annual Meeting delegates, heads of States and organizations, government officials, parliamentarians, bankers, businessmen, industrialists, economists, journalists). The files contain minutes of meetings, briefings, questions and answers for press interviews, background material and some correspondence.

Although the minutes were generally prepared by staff from the concerned region or the Personal Assistant to the President, the files contain many memoranda of conversations and notes on meetings and visits drafted by McNamara, some handwritten. Also in McNamara's hand are a number of points to discuss for meetings and annotations on the briefs prepared by staff. Among the items personally drafted by McNamara are notes of, or for, meetings with King Baudouin (1969), Pierre Trudeau (1976), Anwar Sadat (1975), Georges Pompidou (1969), Valery Giscard d'Estaing (1972, 1975, 1979), Karl Otto Poehl, Hans Dietrich Genscher, Helmut Schmidt (1975), Indira Gandhi (1973), the Shah of Iran (1973), Felix Houphouet-Boigny (1969), Takeo Fukuda (1978), William Tolbert (1973), Nicolae Ceausescu (1968), Leopold Senghor (1969), Alec Douglas-Home (1972), Edward Heath (1973), U Thant (1969), Joseph Mobutu (1972).

Subject Files of the Directors-General, Operations Evaluation

This series consists of subject files containing: copies of the Director-General's outgoing correspondence; and the reports, articles, minutes, agenda of meetings, and other records received by the DGO. Much of the series relates to routine OED administrative matters but the files cover a broad range of topics: the 1993 review of OED's processes and structure (filed under OED Process Review); changes in the Operational Directives affecting OED (filed under Operational Directives); the establishment of an independent Inspection Panel in the Bank (filed under Operations Inspections in the Bank); the establishment of the OED's Publication Committee; Failed States and UN/World Bank cooperation in post-conflict reconstruction; and rules of conduct for OED staff. Specific documents include: summaries, drafted by OED attendees, of discussions of OED-related topics covered in Executive Board meetings (filed under Board of Executive Directors); invitations, trip itineraries, copies of presentations made by OED staff, agenda, and other documents regarding conferences and seminars attended by OED personnel (filed under Conferences and Seminars); Apex reports for OED; copies of statements and presentations made by the Director-General (filed under Presentations) agenda, articles, and other documents relating to the 1994 Joint DAC/UNDP/World Bank Seminar on Technical Cooperation; the program packages provided to staff members prior to 1993 and 1995 OED staff retreats; and copies of notes summarizing the weekly meetings the Director-General had with the OED managers, November 1989 - May 1992 and September 1992 - June 1995 (filed under Management Team Meetings). Filed under Miscellaneous are personal notes sent to the Director-General and much of his correspondence with job applicants and other non-Bank personnel. The files for the Task Force on Portfolio Management contain copies of memoranda regarding the changing mandate of OED.

Chronological files (outgoing)

This series contains letters and memoranda signed and sent by the President. Topics range from substantive issues of development assistance to social and public relations messages. Letters are addressed to foreign heads of state, government officials, banks, private citizens, US Senators and Congressmen, scholars, development institutions and academics, heads of organizations, diplomats, and journalists. Some internal messages and memorandam, including memoranda to the files, are included.

This is a verycomplete record of Conable's views on all matters that came before him and of the people with whom he corresponded. Although these are duplicate copies of records that should appear elsewhere in the files of the President's office or the Bank, this is a particularly useful series when other files have gaps.

Transition Correspondence

This small series contains President's Conable's correspondence at the time of his appointment as President of the World Bank and for the first few months of his term. The records include congratulations, thanks, job inquiries, and letters from persons advertising their services, and the correspondents include both friends and institutions such as commercial banks. The series provides an interesting view of the type of approaches made to an incoming President.

Presidential chronological files of Economic Advisor Irving Friedman

Irving Friedman served as the Economic Adviser to the President from 1964 until he left the Bank in 1970. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series, which Friedman called his Presidential chron files consists principally of Friedman's correspondence with Bank President Robert McNamara, but it also includes some correspondence with other Bank managers and one file on a memorandum from Friedman to President George Woods.

Friedman's 1964 memorandum to Woods is a commentary on an analysis by John C. Bullitt, U.S. Executive Director, of the impact on other funders of an accelerated development assistance effort by the United States Government. The files from 1968-1970 cover topics including the Grand Assize and the Pearson Commission, which were convened to help formulate a new development strategy; population planning; the second IDA replenishment negotiations; supplementary finance and debt rescheduling, among others. Also included are analyses of economic news; some reports of the Economic Committee, which Friedman chaired; reports from program studies units in the Bank; and status reports and briefs on Bank economic activities. The file on McNamara's interview consists of background information assembled for him and suggested answer to questions, particularly on financing for the Bank, borrower indebtedness and the Bank as a development institution. In addition there is one file on a commodity study and one file of minutes and matters outstanding from meetings of the Economics Group Directors, chaired by Friedman, between September 1969 and August 1970.

Country files

The series contains records of President Preston's briefings and talking points for meetings with Government leaders and representatives of member countries, background information on the country, country strategy papers, and internal memoranda. A few files contain items from the Conable Presidency. Many of the records in the files are memoranda and correspondence of the Managing Directors; however, the records were maintained as the record set of country files for the Office of the President.

The files cover only the first three years of the Preston term. Files on countries during the last part of the Preston years are found in the records of Matthew F. McHugh, who was appointed Counselor to the President in 1993. McHugh remained in the President's office for the first term of the Wolfensohn Presidency and he continued to use and file into the country files he maintained; these records are part of the Wolfensohn Presidential records.

External Affairs

This series is a rich source of information on the liaison and public relations activities of the Preston Presidency. The records are particularly strong on the Bank's efforts to improve relationships with the Government of the United States and the U.S. public. Other files cover efforts to improve internal communications in the Bank and to coordinate with Bank field offices. In addition, McHugh's files on Presidential trips cover travel that is not included in the Travel files of the President.

World Bank 50th Anniversary

This is the only series in the President's office records that covers the commemoration of the fiftieth anniversary of the Bank. The files document the anniversary activities, and one file relates to the Commission on the Future of the Bretton Woods Institutions, a commission established by the private Bretton Woods Committee. To mark the fiftieth anniversary of the Bretton Woods Conference, the commission issued a report with recommendations on state of the international monetary system, development finance, and the International Monetary Fund and the World Bank, and this file provides the Bank's view of the work of the commission.

Committee of Center Board Chairpersons (CBC) meeting files

The series primarily consists of CBC meeting agendas, minutes, and supporting materials for meetings held between 1987 and 1991. Included with the materials for the CBC meeting held on October 25 and 26, 1990, is an attachment entitled CBC Corporate Memory which includes a summary of CBC meetings and meeting activities, subjects, and decisions for meetings held between 1985 and 1990.

The series also contains records related to Board surveys conducted by two of the International Agricultural Research Centers (IARC) represented on the CDC: the International Institute of Tropical Agriculture (IITA) and the International Livestock Centre for Africa (ILCA). A small amount of other informational material is also included.

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