Series consists of records relating to seminars, conferences, training, and workshop events organized or attended by staff of the Transportation Department (TRP) and Infrastructure and Urban Development Department Transport Development Division (INUTD). Records relate to various transportation-related topics and event planning records. Records concern the attendance and participation of transportation sector staff in external and internal conferences, seminars, symposiums, training courses, and lectures. Many records relate to the activities of Senior Highway Engineer William D. O. Paterson, Ports and Aviation Adviser John R. Lethbridge and Principal Transport Economist Clell G. Harral. Record types include course materials, draft and final conference papers prepared by Bank staff, agenda, lists of events, list of participants and attendance lists, internal memoranda including back-to-office reports, letters from external organizations, speeches, handwritten notes, summary evaluations, and external reports,brochures, and other printed material.

Topics covered in the records include harbors and port technology, port maintenance in developing countries, global shipping, Port of Rouen training course, liner shipping policy developments, inland water and coastal and barge transportation review, England and France Channel Tunnel (informally, Chunnel) project, Port of Baltimore dredging works, American public works and infrastructure, International Road Federation (IRF) African Highway Conferences, rural roads, urban transport, highways and road pavement design, pavement performance and maintenance, Strategic Highway Research Program, and air and rail transport.

Two files that relate to planning Bank transport staff training and Bank staff grading contain mostly internal memoranda and discuss internal and external sector staff training needs including regional participation, opportunities, and preparation.

Series contains records created and maintained by the front office of the Transportation Department (TPD), successor offices, and divisions. The records relate to managing transportation research, policy, sector program work, oversight and business planning, and collaboration with external institutions.

Types of records comprising the series include: internal memoranda sent or received by Bank transport directors, senior advisers, sector staff, and staff from other Bank units including its superior, Operations Policy Vice Presidency (OSPVP) and regional units; letters with external organizations; internal and external reports; drafts and published articles and working paper; proposals; minutes and meeting notes; Board papers; handwritten notes; newsletters; and external brochures and publications.

The earliest material in the series dating from 1969 and the early 1970s relates to highways, transport regulation, aviation, and railway subsectors. Railway sector information is organized by country including European countries and developing countries.

Many records relate to transport sector projects and sector work. There are memoranda and reports about the transport sector support strategy paper by the Transport and Water Department (TWD) in 1983 and operational reviews of the Bank's transport sector work in the late 1980s. Correspondence and reports relate to urban transport, traffic simulation, transport pricing, construction industry, generalized road roughness index for worldwide use, road roughness measurement and application in Australia, traffic flow theory, and rural road user costs; some of these reports are country-focused. Files related to research include a paper presented by Director Christopher Willoughby on Transport Research in Developing Countries, discussion paper "Transportation Research at the World Bank: Opportunities for Collaboration," and memoranda discussing transport research program, future needs, impact on Bank policies and operation, and TRP strategy objectives.

Other topics covered are project success cases, transport project completion reports (e.g., Nepal Second Highway Project - P010112, Yugoslavia Fifth Railway Project -P009180), project implementation reviews and performance audit reports (PPARs), involuntary resettlement in Bank-financed transportation projects,structural adjustment lending (SAL) operational features paper, comments on Operations Evaluation Department (OED) annual review of PPAR transportation chapter and lessons learned from PPAR review, and other matters. Four volumes of problem project reviews are mostly copies of memoranda between regional vice presidents (RVPs) and senior vice president (SVP), Operations (SVP), or regional unit staff with copy to the transport sector unit director. These volumes pertain to railway projects, inland waterways,and various other sector projects.

There are also correspondence, reports, publications, and other records that relate to the Bank's liaison with external organizations in the transport sector, primarily through Senior Adviser Vincent Hogg. Organizations include the International Maritime Organization, International Road Federation, International Road Transport Union, national research institutions and others. Records pertain to conferences or annual meetings about transport policies, research about transportation systems, and other collaborative activities.

Records in the series also relate to the sector's business plans, work programs, and budgets, and transport sector units' comments and responses to several Bank-wide initiatives including organization manual statement on Bank financing of recurrent costs, SAL, and SAL procedures. Some files contain widely distributed information about Bank sector departments' initiatives and collaboration with other sectors and Bank departments such as environment and Economic Development Institute (EDI). In terms of environment, the records concern drafting environmental guidelines for port and harbor projects, training course, environmental procedures in Bank operations, and comments on key environment papers.

Series consists of records documenting the Transportation Projects Department (TPD) and successor units' research projects and activities, United Nations Development Programme (UNDP) projects, and operational support to the Bank's lending and project activities in the transport sector. Specific records are further described within the sections below.

Highway Design and Maintenance Standards Study (HDMS) and Highway Design and Maintenance Standards Model (HDM)

The largest volume of records in this seriesrelate to the World Bank's Highway Design and Maintenance Standards Model (HDM) and to the research projects that served as the basis for the model's creation (1969 - 1988). The mathematical model resulted from the Highway Design and Maintenance Standards Study (HDMS) initiated in 1969 by Transportation Department (TRP) engineers to develop a new quantitative basis for investment decision making in the highways sector. The HDMS became a large-scale collaborative research project involving academic institutions and road agencies in several countries. Among the first collaborators were the British Transport and Road Research Laboratory (TRRL), the French Laboratoire Centrale des Ponts et Chaussee, and the Massachusetts Institute of Technology (MIT) in the United States.

While most of the records in this series concern the third model version, HDM-III, released in 1987 and researched and prepared over the previous decade, a massive portion of reports and background research materials from the earliest years of the project are also included. Records relate to general methodologies, country-based studies and analysis of highway design, evaluation, damage, costs, pavement performance, roughness measurement systems, deterioration, and maintenance. Records also relate to proposals to modify the HDM model, work programs, release of HDM, and discussion of a Permanent International Association of Road Congresses (PIARC) Committee on roads in developing regions.

Project records include proposals, reports, research and discussion papers, budget tables, user manuals, questionnaires, lists of computer specifications, model descriptions, and training materials. HDM-II and III were mainly based on field studies undertaken in Kenya, Brazil, India, and the Caribbean. The series mostly contains records that relate to the Brazilian and Indian studies, including internal and external reports, working papers, data tables or datasets, calculations, notes, memoranda, correspondence, back-to-office reports, project files, and seminar and presentation notes. Also included are the volumes of the Bank's Highway Design and Maintenance Standards Series that document the results of the HDM study: "The Highway Design and Maintenance Standards Model"; User's Manual for the HDM-III Model, both authored by Thawat Watanatada, Clell G. Harral, William D. O. Paterson, Ashok M. Dhareshwa, Anil Bhandari, and Koji Tsunokawa and "Vehicle Operating Costs: Evidence from Developing Countries" by Andrew Chesher and Robert Harrison; and "Modelo de Normas de Diseno y Mantenimiento de Carreteras".

The Brazil Highway Research Project study was the largest of the HDM field studies and was conducted from 1975 to 1984. The results were used as the primary basis for the empirical and theoretical work of the HDM-III model issued in 1987. The project was financed by the Government of Brazil and the United Nations Development Programme (UNDP) and executed by the Empresa Brasileira de Planejamento de Transportes (GEIPOT) jointly with a team from the World Bank and the Texas Research and Development Foundation. Its objectives were to determine the total cost of highway transportation in Brazil and minimize the cost. Topics among the records include costs of highway construction, highway characteristics, vehicle utilization and maintenance, road deterioration analysis, road roughness analysis, road costs, paved road deterioration, traffic simulation model, and fuel consumption. Many records were maintained by TRP's Senior Highway Engineer William D.O. Paterson, who was responsible for methodology and processing of the primary data.

Records of the India studies concern the spectrum of axle loads on national highways, growth of highway traffic, construction and maintenance of roads, road user cost, and road improvement programs in India.

Highway and road research and project support

Series also contains various records created and maintained while conducting research projects for publication, or analysis and support for Bank lending projects. The earliest records relate to a Washington Motor Vehicle Operating Cost Survey (1952 - 1953). Most material dates between 1968 and 1991.

Records include technical, laboratory, and work progress reports, as well as correspondence with external institutions, executive summaries, notes, back-to-office reports, Terms of Reference, project cycle documents, government reports, topography maps, and chronological files primarily maintained by Senior Highway Engineer William D. O. Paterson. The records contain information about the Indonesia Highway Betterment Project P003838 concerning pavement and asphalt testing and road maintenance, as well as state-owned transport enterprises in Indonesia, road management system, India road deterioration study, Niger Fourth and Sixth Highway Project missions, road and pavement management in Niger and Nigeria, Eastern Europe highway survey and analysis, supervision of transport studies under the Korea Highway Sector Loan P004112 and the Korea Provincial and County Roads. or Road Development Project P004107, road maintenance study in Tunisia, fuel pricing, taxing transport, road use costs, and road engineering.

Also included are working papers and reports from various authors regarding cost responsibility and allocation, vehicle size and load limits, pavement design and management, and road roughness in the United States, South Africa, Brazil, etc., reports and proceedings about road deterioration and terrain analysis, and correspondence, articles, notes concerning axle-load regulations, climate analysis, and the American Association of State Highway Officials (AASHO) design method, which was based on extensive tests on pavement failure carried out between the 1950s and early 1960s.

There are also photographic prints and negatives that depict road maintenance work, however the location and context of the photographs are not known.

World Bank / United Nations Development Programme (UNDP) projects

The series also contains records regarding the Transportation Department (TPD) role as the executing agency for projects of the United Nations Special Fund and the Fund's successor UNDP between 1968 and 1972. Through financing and technical assistance, the Bank and UNDP assisted former territories and countries who requested assistance to improve their transportation system. Projects in the series primarily relate to the Bank's supervision of national transport studies and surveys, which were typically conducted by outside consulting agencies or individuals (e.g., experts for technical assistance on the managerial level, engineers, soils and pavement specialists, economists, project managers, etc.) recruited by UNDP.

The records reflect project coordination, pre-appraisal and appraisal activities, feasibility studies, negotiations with contracting agencies (e.g., Kampsax, Louis Berger Inc.), staffing, cost estimates, project and contract extensions, logistic management, study findings and recommendations, and comments on reports.

Types of records include: survey and economic mission reports; applications and proposals; contractors' resumes; contracts for consultants' services; Terms of Reference; progress reports from contractors concerning various activities (e.g., implementation of rehabilitation work).

Specific projects include: Indonesia transport and port and dredging survey; Fiji transport and highway Maintenance Surveys (application submitted by the Government of the United Kingdom, on behalf of the Government of Fiji); Korea transport, highway studies, highway coordination and organization, and ports and harbors; Malaysia transport survey; Pakistan Karachi port expansion study; East Pakistan ports and waterways; East/West Pakistan transport study, Papua New Guinea highway study; Philippines port study; and Bangkok Thailand transport study.

Appraisal software user manuals

The series contains four user manuals developed by the Transportation and Urban Projects Department (TUD) with the assistance of the Computing Activities Department (1974, 1976 - 1977). The manuals provide instruction for the appraisal software used for Bank operational projects. The software was also distributed to member countries. Manuals include: Financial Analysis System (FAST, 1977), Port Simulation Model (PORTSIM, 1974), Cost Benefit Package (CBPACK, 1974), and the Road Analysis Model (RAM, 1976). FAST was designed to support the financial analysis of projects implemented by the Bank. CBPACK was produced to support the cost benefit analysis of projects. The Port Simulation Model (PORTISM) was an appraisal tool designed to support the evaluation of port projects. It aided Bank engineers and economists to accurately estimate the operational implications of the projects. The RAM appraisal tool was designed to support the economic evaluation of road projects by the Bank by providing an estimated return on the contemplated investment. The software is not included in the series.

Bank operational project support

The series also contains records related to the Transport Division of the Transport and Urban Development Department (TUDTR) and successor units' support to Bank lending projects (2001 - 2011). Records contain information about technical proposals for the supervision consultancy for Jaffna District in the Sri Lanka Provincial Roads Project - P107847 and technical assistance services for an environmental audit as part of the Bangladesh Rural Transport Improvement Project - P071435. Record types include reports and studies (e.g., status and audit reports), manuals, and procurement-related records.

This series contains speeches made by Bank staff and, in lesser amounts, Bank consultants, Executive Directors, and government officials. These records were maintained by EXT staff as a reference collection. In addition to speeches, a small amount of similar materials are included, such as: talking points for speeches; transcripts of radio addresses, lectures, press conferences, and interviews; and a small number of published articles.

Note that, while one of EXT's responsibilities was to serve as speechwriter for the Bank President and other senior staff, there is no evidence of speechwriting activities contained in the records of this series. Additionally, EXT staff were regularly responsible for fielding requests for appearances and speeches by Bank Presidents and managing logistics related to those appearances; records related to these activities are likewise not included in this series.

Speeches of Bank Presidents

Speeches made by every Bank President from 1946 to 1999 are included. Presidential speeches contained in this series were delivered to a variety of audiences, both internally and externally, although the latter is more common. The most frequent audience is the Board of Governors at the Bank's Annual Meetings. Other external audiences include international organizations (including the United Nations and its various councils, divisions, and conferences), clubs, associations, and academic institutions.

The speeches of Bank Presidents contained in this series are often small pamphlet-sized publications. This is most commonly the case with the annual Address to the Board of Governors given at the Bank's Annual Meetings. Other formats include photocopies and press releases.

Only three speeches made by President Eugene Meyer are included in this series. Two of the speeches, both dating from 1946, are from: the Annual Meeting of the Academy of Political Science; and a dinner in honor of the World Bank and International Monetary Fund's (IMF) Boards of Governors. The third speech, from 13 January 1947, was given to the Canadian Club subsequent to Meyer's resignation as Bank President.

President John J. McCloy's speeches date from April 1947 to June 1949. In addition to speech transcripts and the scripts of two television programs McCloy participated in, the script for his three-part lecture given at John B. Stetson University in February 1949 is also included. Statements made by McCloy to the United States Senate Committee on Foreign Relations in January 1948 and the House Committee on Bank and Currency in May 1949 are also included.

The speeches of President Eugene Black date from 1947 to 1962. These include speeches from 1947 and 1948 made by Black while serving as the U.S. Executive Director to the Bank. In addition to his speeches, a single folder includes Bank press releases related to Black's appointment as President of the Bank and to other matters. A small number of photocopied magazine articles profiling Black are also included.

President George D. Woods' speeches date from January 1963 to May 1968. In addition to speeches, a small amount of Bank press releases related to Woods' appointment as Bank President as well as magazine articles related to Woods and the World Bank are included; the latter includes a copy of Forbes magazine dated 15 December 1963 featuring Woods on the cover. An article authored by Woods and published in Foreign Affairs magazine in January 1966 is also included.

The majority of President Robert S. McNamara's speeches are in published form and date from 1968 to 1981. Three speeches given by McNamara following his departure from the World Bank are also included: the Sir John Crawford Memorial Lecture (1 November 1985); the Africa Leadership Forum (21 June 1990); and the Annual Conference on Development Economics (25 April 1991).

President A. W. Clausen's speeches date from 1981 to 1986. Clausen's addresses to the Board of Governors are available in published pamphlet form as are a small number of other speeches. The remainder are photocopies.

President Barber Conable's speeches date from 1986 to 1991. Conable's addresses to the Board of Governors at the Annual Meetings from 1988 to 1990 include translations in a number of languages, including: Arabic, Chinese, Japanese, Spanish, Portuguese, German, and French.

President Lewis Preston's speeches date from 1991 to 1994. Only talking points are included for a number of his speeches.

President James D. Wolfensohn's speeches date from 1997 and are relatively few in number. Speeches are filed alongside those of other Bank staff and external political figures.

Bank staff (non-President) and other speeches

This series also contains speeches made by Bank Group staff (including International Finance Corporation [IFC] staff) and, in far less number, Bank consultants, Executive Directors of the Bank, country leaders and ministers, and other prominent external figures. The majority of the speeches are by International Bank for Reconstruction and Development (IBRD) staff. Speeches date from 1946 to 1993. In addition to speeches, a small number of interview transcripts, statements, and published articles are included. In most cases, there are between one and three speeches per individual, although in the case of more senior staff, the number of items can exceed a dozen. Drafts of speeches are included, although in very small number. Translations of speeches are included for some speeches and in a few cases the speech exists only in a language other than English; in the case of the latter, the most common languages are French and Spanish.

Note that some speeches by senior External Relations staff that were filed alongside the speeches of other senior Bank staff are included in this series. These include speeches, lecture and press conference transcripts, speech notes (with hand-written annotations), and published articles dating from 1996 to 1999 by EXTVP Mark Molloch Brown.

EXT speechwriters' reference collection

A group of speeches maintained as reference copies by EXT speechwriters from 1981 to 1989 are also included in this series. Speeches made by Presidents Clausen and Conable are the most common in this collection. Conable's speeches from August 1987 to September 1989 are interfiled with speeches made by other senior Bank staff and prominent external figures. Conable's speeches, however, still make up the majority of the records during this period.

The series consists of records related to Jonas' coordination of Bank operational responses to emergencies, pandemics, and other key initiatives, primarily through her participation and organization of high-level meetings, conferences, and other events. Most of the records comprising the series (four files, 2006 - 2014) contains information about the Bank's Avian and Human Influenza (AHI) program and collaboration with the United Nations and UN System Influenza Coordinator (UNSIC), World Health Organization (WHO), Food and Agriculture Organization (FAO), and the World Organization for Animal Health (WOAH, founded as OIE). Meetings and conferences represented within the files include: International Conference on Avian Influenza (2006); High Level Technical Meeting to Address Health Risks at the Human-Animal Ecosystems Interfaces (2011); and Avian Flu working group.

Other records (two files) relate to Jonas' work with the international Task Force on Small States (1999 - 2006), participation in the Global Conference on the Development Agenda for Small States in 2000 and the Small States Forum (2004 - 2005).

Also included is an individual file related to the Bank's support to post-tsunami disaster recovery in Indonesia and affected South Asia countries (2005 - 2006) including Bank staff participation in the Global Consortium on Tsunami Recovery held at UN, New York in April 2006.

There is also a briefing file related to Bank President Paul Wolfowitz's meeting with Roberto Danino kept by Jonas for reference (2005).

Record types include: meeting and conference working papers, agenda, concept note, and summary of proceedings; hard copies of Jonas' and other Bank staff slide presentations; talking point notes; briefing notes, e.g., status of the Bank's contributions to global avian and pandemic response and situation in Aceh and the Bank's post-tsunami activities; copies of Executive Board records and papers presented to the Board; financing requirement note; external reports, including the European Union (EU) and World Food Programme (WFP); draft notice for donors; background paper on pandemic risk for the 2014 World Development Report (WDR) and hard copy of a blog, both authored by Jonas; internal papers prepared by Bank units on tsunami recovery and poverty reduction; and travel and administrative documents.

E-mail hard copies are between Jonas and internal and external colleagues and between country directors, regional staff, and other Bank colleagues. Topics discussed include preparation and organization of conferences and meetings and invitations, Bank support activities, comments on papers, travel arrangements, and other business matters.

Series consists of records relating to the Task Force on Cost Sharing and Local Cost Financing created and received by task force Chairman Randy Harris of the Central Operations Department (COD). Records include what was likely reference material for: the initial response to the Board regarding the determination of the levels of local cost financing and cost sharing for individual projects; and for the work of the actual Task Force on Cost Sharing and Local Cost Financing. These records primarily date from the mid- to late-1980s, but also include a November 29, 1968 memorandum by the Bank's general counsel in response to a policy paper on "Foreign exchange loans for local expenditures". Reference material dating from the 1980s primarily takes the form of memoranda discussing specific cases of cost sharing in Bank projects. A review of Bank practices and policies relating to cost sharing, dated March 14, 1986 and distributed by Operational Policy Vice President S. Shahid Husain, is also included.

The series includes records relating to the Bank's initial response to questions on cost sharing from the Executive Directors. These records primarily include memoranda and correspondence discussing the review of the drafted response but also include lists showing then current country cost sharing limits. A transcription of the portion of the June 13, 1989, Board meeting where questions about cost sharing in Bank projects were initially raised is included and what appears to be the final text of the response coordinated by COD Director Ducksoo Lee and shared with Secretary's Vice President and Secretary Timothy T. Thahane for distribution to the Executive Directors on October 2, 1989.

Records relating to the establishment of the Task Force begin in late October 1989 and consist almost exclusively of memoranda. Memoranda includes attachments in the form of reference material, Task Force report drafts and draft reviews, and responses by Task Force members to a request for thoughts on the subject of project cost sharing. Minutes of Task Force meetings are also included.

An early draft (February 14, 1990) distributed to Task Force members and to Senior Vice President of Operations (OPNSV) Moeen Qureshi is included. Responses to a subsequent draft circulated to Task Force members on April 27, 1990 is also included, although the draft itself is not. Two copies of the final report submitted to Qureshi on May 31, 1990 are also included, with a cover letter authored by Mr. Lee.

Records dating from after the submission of the report to Qureshi relate to implementation of the report's suggestions and to the drafting of OD 6.30 Local Cost Financing and Cost Sharing.

This fonds consists of chronological files assembled by Rotberg during his career at the World Bank, 1968-1987. The predominant materials are photocopies of Rotberg's outgoing correspondence, memoranda, and facsimiles to Bank staff and to external parties. Some of the documents include annotations by Rotberg. The bulk of the materials are related to Rotberg's professional activities as Vice President and Treasurer of the World Bank. A small portion of the correspondence is personal.

Topics covered by the documents include: World Bank borrowing activities and bond issues, particularly in Germany, Switzerland, and Japan; central bank bonds; securities and capital markets; structural changes in lending; strategies in approaching or dealing with certain countries; World Bank investments; risk management; and derivatives such as currency swaps.

Internal correspondents include: World Bank Presidents Robert S. McNamara (1968-1981), A. W. Clausen (1981-1986), and Barber B. Conable (1986-1987); Vice President of Finance Siem Aldewereld (1968-1974); Vice President of Finance I.P.M. Cargill (1974-1980); Senior Vice President of Finance Moeen Qureshi (1980-1987); and Koji Kashiwaya, director of the Tokyo Office (1984-1987).

External correspondents include national ministers of finance from various IBRD/IDA members, and several large investment banks in France, Germany, Japan, Switzerland, the United Kingdom, and the United States.

Series consists of records related to Wood?s work in the China Division of the East Asia and Pacific Regional Vice Presidency (EAPVP) in which he worked from 1980 to 1985. Records primarily consist of hand-written notes taken by Wood during three separate trips to China.

Records relate to Wood?s travel to China undertaken between October and December 1980 in support of the preparation of the World Bank publication China: Socialist Economic Development (1981). The nine-volume report was the Bank?s first report on the Chinese economy. Wood served as the publication?s principal economist. Records include notes Woods created during his attendance at two rounds of meetings in Beijing, and field notes from travel to Gansu province and Sichuan province. Meeting and field notes are divided into three sections reflecting these engagements. Photos related to the mission are also included, as are lists ofofficials met with by Wood?s mission team and correspondence from 1991 between Wood and Zhu Fu Lin, a contact he made during the 1980 mission.

Records relating to Wood?s mission to China in July 1982 to participate in the Moganshan conference on economic reform in China are included. The conference was organized by the World Bank and China?s Price Research Centre, whose aim was dialogue between East European and Chinese economists. The entire engagement consisted of: a meeting of World Bank and East European participants on July 5, 1982 at Wolfson College, Oxford, England; an introductory meeting on July 9, 1982 with Chinese counterparts in Beijing; the conference at a resort on Mo Gan mountain in Zhejiang province from July 11-16, 1982; visits to Chinese cities (Wood and his team visited Shanghai and Chongqing between July 18-26, 1982); and final plenary meetings in Beijing on July 27-29, 1982. Records relating to the conference consist of: Terms of Reference; handwritten meeting and field notes; and photos.

Also included are records relating to Wood?s travel to China in 1983, 1984, and 1985 for preparation of the World Bank report China: Long-Term Issues and Options (1985), for which Wood served as deputy mission chief and coordinator of the main report. Records are divided into six parts: a report planning note, authored by Wood, dated February 16, 1983; notes from meetings held in Beijing from September 13-19, 1983, to discuss planning of the report; notes on system reform from February and April-May 1984 missions; notes from February 13-23, 1984 mission to Beijing and Wuhan; notes from April-May 1984 mission to Beijing, Jiangsu, and Gansu; and notes from March 1985 mission during which a draft version of the report was discussed and high-level meetings with Chinese officials were held. Supplementary folders contain photos from the mission and documents related to the 1985 report, consisting of contact lists and a memo on income distribution data given to the economic mission.

Records in this series also relate to World Bank support for China?s investment decisions, project planning, and shadow pricing. Records dating from 1981 to 1984 include: Bank memoranda on these topics; handwritten notes from relevant meetings and missions; notes relating to the preparation of a project appraisal manual for the China Investment Bank (CIB) and the finalized CIB appraisal manual titled ?Appraisal Manual for Industrial Credit Projects? dated March 1983; and two papers titled ?Economic Evaluation of Investment Projects: Possibilities and Problems of Applying Western Methods in China? (authored by Wood) and ?Economic Analysis of Aluminum Milling in Shanghai? (authored by Wood and Shinji Ichishima). A photo from November 1981 from a Beijing meeting with the CIB manual team is also included.

Series includes Jennings' chronological files relating to his work as assistant director in the Latin America and Caribbean Projects Department (LCP). Records include memoranda related to: training; staffing; departmental budget; the implementation of the Performance, Planning, and Review (PPR) system in the Latin America and Caribbean (LCR) Vice Presidency; procurement procedures; LCR project implementation reviews; and oversight of sector departments reporting to LCP director S. M. L. van der Meer. Chronological file also includes numerous informal "Notes" to Bank colleagues.

Series consists of records related to the Incentives and Comparative Advantage (INCA) unit's applied research work including developing methodologies and tools to support INCA studies and analysis of studies. Most records were maintained by Economist Garry Pursell beginning from his tenure with the Development Research Center (DRC) and its previous units under the Development Policy Vice Presidency (VPD) in the 1970s before he was transferred to the International Development Finance Department (IDF) to lead the Bank's new INCA unit in 1981. Other records were created by consultants with the INCA unit when it was under the Strategy and Policy Division, Industry Department (INDSP). In some cases, material was added to the files by Pursell or colleagues after 1985 when the INCA unit was discontinued; these six additional files date from 1986 to 1991.

Research and reference materials

Most of the records in this series comprise research material created and collected for a study of Cote d'Ivoire carried out by the INDSP INCA unit and possibly predecessors. The effective protection study analyzed various types of incentive indicators (effective protection and effective subsidy) and comparative advantage indicators (effective rates of protection [ERC] and domestic resource cost [DRC]) using data from 84 industrial firms in Cote d'Ivoire. Records include the export questionnaires in French, 1984 printouts of calculations made from the computer program on which the data had been entered, and the resulting material based on the survey data including handwritten notes, export statistics, and price calculation outlines. These records are also filed with reference documentation including journal articles, external guidelines, and working papers (1970 - 1983). Predominant industries covered in the export survey include textiles, beverages, and edible oils.

Cote d'Ivoire research records also include four volumes of country papers and reports on various aspects about the economy of Cote d'Ivoire created by various units of the World Bank and International Monetary Fund (IMF) units (1972 - 1978) and a larger body of reference files in English and French, some containing Bank internal reports, pertaining to the country's various industries and economy (1968 - 1984) that were used in the study. Additional reports, studies, pamphlets, project descriptions, and other records compiled by the INCA unit in support of the study were authored by various departments of the Government of Cote d'Ivoire and by external agencies and organizations (1963 - 1984). These pertain to existing and proposed industries, customs tariff schedules, financial reports, and trade statistics.

Other research materials include INCA country files representing nearly 40 countries that were maintained by Pursell and used as background information and data for INCA research projects and studies by DRC and successor INCA unit. Files contain draft and final reports authored by DRC staff and other Bank department staff (IFD), Board papers, Bank and external working papers including sector strategy paper, copies of externally authored publications and journal articles, research proposals, back-to-office reports (BTORs), and memoranda related to effective protection and associated topics or project data (1968, 1971 - 1991). Memoranda and letters beginning from the 1970s are between DRC staff including Pursell, Larry Westphal, and Consultant Bela Balassa and occasionally the Bank's regional units.

Methodology and applied research

The series contains records related to the INCA staff and consultants' methodology work as a primary task under its applied research responsibility (1978, 1980 - 1991 [predominant 1982 - 1985]). These records, including discussion papers, unpublished technical and procedure notes (first draft and final versions), export questionnaire (French), document the methods used for analysis on effective protection, domestic resource cost (DRC) estimates, export incentives and related concepts.

Applied research outputs to support INCA country studies develop Bank operational tools, also referred to as "infrastructure" according to the various INCA unit reports, are also represented in the series and include a draft interview guide on incentive issues, INCA program description and model for computing, bibliographies and summaries of studies, and one of the unit's final products, a 1985 final draft manual for INCA for country officials and researchers.

Knowledge and information products

The series also contains records related to the pooling of international price data for numerous industrial products (1972 - 1974, 1980 - 1984). The INCA unit collected global price data for numerous industrial products to make accessible for international data pooling and exchange. Specific records include: internal memoranda and correspondence with external institutes or government offices concerning the collection or sharing of price information; copy of the multipage form that the unit designed for requesting prices; directory of information sources on international prices (1984) prepared by the unit; and related reference material used to compile the directory including copies of Industry Department (IND) papers, published Bank working papers, external publications, and news clippings. Early material includes copies of internal memoranda distributed to Central Projects Staff (CPS) management about a border prices paper (1973), and external reference material.

Lastly, another group of records (1971 - 1985) entitled "liaison" consist of unpublished and published reports and other items authored or co-authored by Pursell, other INDSP staff and consultants including Yoon Joo Lee, or authored by international academics that were collected by Pursell and INCA personnel. Records mostly contain draft and final reports, working papers, case study, lectures, and copies of published articles and external reports. A few files created before 1981 relate to Pursell's work in the DRC unit; one of these contains reports on a Bank workshop on trade policy in relation to industry in developing countries (1980).

This series mainly contains records that were created and/or maintained by John M. Kalbermatten between the 1970s and 1980 while working as an adviser and then a consultant in both urban and rural water supply initiatives in various iterations of the water sector departments (i.e., Public Utilities Department-PBP; Energy, Water, and Telecommunications Department Office of the Director-EWTDR; Transportation, Water, and Telecommunications Water and Wastes Advisory Staff-TWTWW).

Kalbermatten contributed to World Bank policies and training on water supply and rural development, as well as research on appropriate water supply and sanitation technology. This series also contains records authored by other individuals, primarily by Yves Rovani (1972 - 1980: director, Public Utilities Projects Department-PBP; director, Energy, Water & Telecommunications Department-EWT) and Richard Middleton (1972 - 1978: sanitary engineer, Public Utilities Division-WAPPB; sanitary engineer, Public Utilities Division Office of theDirector-PBPDR; senior sanitary engineer, Energy, Water, and Telecommunications Office of the Director-EWTDR).

Records contain information relating to a panel on Measuring the Health Benefits of Investments in Water Supply; PBP project monitoring; 1970s work programs; annual staff training course on water supply; research on appropriate technology for water supply and waste disposal in low-income countries; case study reports on residential demand for water and sewerage service in countries in Africa; cooperation with external organizations (e.g., WHO and UNDP); and many more.

Record types include but are not limited to office memoranda, correspondence, articles and discussion papers, journals, training course documents, programs, questionnaires, and case study reports.

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).

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.

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.

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.

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.

Series consists of records related to conferences, symposia, seminars, workshops, roundtables, and similar knowledge and learning events that were developed and hosted by Industry and Energy Department (IEN) energy units or attended by sector directors and staff. A portion of files also relate to sector staff's participation in preparatory work for events such as conference steering committees and the vetting of papers submitted. The series also contains newsletters as well as published and unpublished articles and reports authored or co-authored by sector staff. The earliest records dated 1984 are copies of externally authored discussion and presentation papers. Records were created and maintained by various units such as: Industry and Energy Office of the Director (IENDR), Natural Gas Development Unit (IENGU), Power Development, Efficiency & Household Fuels Division (IENPD), and ESMAP Operations Division (ESMOD).

Conferences, seminars, and similar events that were organized as Energy Sector Management Assistance Program (ESMAP) technical assistance or relating to other ESMAP projects are not included in this series if there was a clear distinction. See the related units of description note below for more information.

Conferences, seminars, other knowledge and learning events

Records reflect IEN Director Richard Stern's attendance and or participation including as a panel member at various international conferences and symposia such as the World Energy Council Congress (1995) and World Economic Development Congress Power Project Finance Summit. Stern also maintained records of World Bank seminars conducted by his division chiefs and staff as reference (Seminar on Technical and Economic Nuclear Issues, 1994). There is also a small volume of files containing papers presented by IENDR Adviser Dennis Anderson on the Bank's solar initiative experience to date at the International Symposium on the Grand Solar Challenge (1995) with other event records. Also included are a draft and three computer disks relatedto Anderson's paper "Energy, Environment and Economy". Knowledge and learning event records were largely maintained by IEN divisions. The whole of the records of IENDR and divisions cover the period 1988 to 1998.

Records consist of facsimiles and letters sent to participants or organizers covering invitations to the event and preparation of the agenda, and internal memoranda between IENDR, division management, and staff discussing the organization of speakers, selection of panels and topics, administrative arrangements, and follow-up to various events. Memoranda are often in the form of Terms of Reference (TORs), back-to-office-reports, and summaries of discussions, together with an attached event program, drafts and final agenda, presentation slide hard copies, or the paper presented at the event, some of which are externally authored papers. Additional record types in the series include: conference session papers; lists of participants and speakers; program and presentation outlines and notes; papers prepared by sector staff or consultants; working papers and reports produced by participants or external authors; transparency slides; biographical sketches of presenters; and press clippings or articles.

Specific topics represented in the knowledge and learning events include, but are not limited to: seminars concerning power sector regulatory issues; structure and pricing; energy policy; power system planning; natural gas; electricity and gas trade; financing energy; roundtables on energy efficiency; independent power projects; or power supply in low- and lower-middle income countries; International Gas Trade Roundtable; and workshops on renewable energy; oil and gas; commercialization of natural gas; and annual World Bank Energy Workshops.

There are also individual files regarding Bank Group and International Monetary Fund Annual Meetings (1994 - 1996), IEN road shows and products (1992 - 1994), Task Managers' Workshop on Global Environment Facility Global Warming Projects sponsored by Global Environment Coordination Division (ENVCG) and partners, Mining and the Community for Asian and Pacific Nations (1998), China Coal Sector Development and Reform Conference World Bank and ESMAP (2003), and various other events.

Speeches, newsletters, publications, and other material

The series contains speeches of the first IEN Director, Anthony Churchill, given at various external conferences and events (1990 - 1993) and speeches on the topic of energy and the environment given at conferences and similar events by Churchill and others including Bank Group President Barber B. Conable and Energy Strategy, Management, and Assessment (IENES) Division Chief Robert J. Saunders at the ESMAP consultative meeting, 1988. A single file containing material for speeches on gas mostly contains papers authored by IENGU chief and draft papers used for the 1992 World Development Report (WDR) related to natural gas benefits to the environment, gas activities of ESMAP, and letters to external peers requesting review and comments.

Series also consists of two files of publications and computer disks maintained by Anderson on various energy and environment topics that he mostly authored and co-authored (1988 - 1996). Files contain an item list of papers, final drafts, final papers published in academic journals and at conferences, and a draft for the new Finance and Private Sector Development Vice Presidency (FPD) series on "Approaches to Private Power". Publication topics include: cost effectiveness in addressing the CO2 problem; cost of nuclear power and fossil fuels; sustainable development; energy efficiency and pollution; industry and the environment; and more. The files also contain some papers by other colleagues including "Transportation and CO2 Emissions: Flexing the Link - A Strategy for the World Bank".

There are also two files containing internally produced newsletters (1994 - 1996), including Oil and Gas, Energy Notes, FPD Notes about the activities of Finance and Private Sector Development Vice Presidency, internal memoranda about the publications, and external press articles about the Bank sectors.

Three training-related files relate to Monitoring Training Program and IEN Support Staff Workshop (1993 - 1995) as well as IENGU gas training (1989 - 1990).

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.

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.

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".

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 (CCI); 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.

Series consists of records created and received by the Energy Department units, successors, and consultants in conducting research and analysis in support of operations projects, programs, initiatives, and sector topics. The results of research involving technical, economic, and environmental issues within the energy sector were often disseminated and published in the form of departmental working papers or ESMAP Papers.

Record types include: back-to-office reports (including copies of regional unit BTORs); Terms of Reference (TORs); ESMAP reports; proposals; staff appraisal reports; project completion reports (PCRs); consultant reports; statistical data tables and worksheets; background papers; handwritten notes; United Nations project documents; and external guidelines, reports, brochures, press clippings, and articles.

Research papers and studies

The largest volume of records in the series (1985 - 1992) are those concerning research related to the Electric Power Utility Efficiency Study (EPUES). EPUES was a research study funded by bilateral donors, United Nations Development Programme (UNDP), and the Bank that was organized in January 1989 to investigate the causes of poor power plant performance in developing countries, to measure related economic and financial costs, and prepare programs and guidelines to improve performance. As the executing agency on behalf of the Bank, records were created and received by Industry and Energy (IEN) unit staff including Energy Development Division (IENED) while managing the study and consultants. Records document the preparation of the study, development of guidelines, multilateral and research collaboration, and communication with donor agencies. There are also records concerning the EPUES Steering Committee such as draft and final minutes, and reports or summaries of UNDP and EPUES missions. The topicsexamined included power system efficiency, power transmission and distribution, power sector rehabilitation, power sector lending, and environmental and efficiency measures for diesel electric power plants. Several files relate to Somalia and general regions of Africa and Latin America.

Another set of records primarily maintained by Shigeru Kubota (Industry and Energy Division, EMTIE), relate to rural development, oil and gas, and energy situation in the Soviet Union and post-Soviet Russia (1991 - 1993).Several of the press clippings, articles, and reports are in Japanese language.

Two files relate to the research fellow program (1990 - 1991) that was launched by the Bank in 1989 to draw development research scholars into research activities. The file contains internal memoranda regarding nominations with curriculum vitae (CVs), outline of proposed IEN study, and external reference material.

Reference material

Series also contains assorted reference materials maintained by the Natural Gas Development Unit, Industry and Energy Department (IENGU) and its successor, Oil and Gas Division (IENOG) concerning various oil and gas topics and information about Bank energy activities (1987 - 1993). There are several files of press clippings and articles from various international newspapers about the "new" natural gas unit (1989) and the petroleum industry. A portion of files also contain internal and external study papers, Policy Planning Review technical papers, memoranda regarding publication of papers andpeer review, and other items.

Another set of miscellaneous files (1990 - 1995) include worksheets, externally printed material of international oil companies, brochures, World Energy Council 15th Congress technical session bound reports, handwritten notes, and presentation slides of external presenters at the 1994 World Bank energy efficiency roundtable.

NRIC and EISIC correspondence and related records

A small portion of records originally maintained in the Non-Regional Information Center (NRIC) dated 1977 to 1984 are mostly comprised of internal memoranda between EGY assistant directors, division chiefs, advisers, and regional units. Topics include comments on EGY research proposals, internal EGY discussions on proposals, planning and preparation of studies, and research grants. Other records occasionally filed with the correspondence include study TORs and reports. Two of these files relate to a thermal generation study (1980).

Three files maintained in the Energy and Industry Information Center (EISIC) include mostly copies of memoranda between EGY director, division chiefs, and Central Projects Staff Vice Presidency discussing sector research priorities, the Bank's research program, quarterly progress report IDP policy and research functions, research activities on industry and trade, and Research Committee activities (1975 - 1986).

Series consists of records related to collaborative activities and partnerships between the Industry and Energy (IEN) Department units and mostly external organizations, but liaison with Bank Group institutions and internal committees as well. Records cover the period from 1975 to 2013 and provide information about common initiatives with partners, director and senior staff participation on high-level committees or events, and development of collaborative global programs. Most records relate to the energy sector, but content within certain files frequently includes the industry and mining sectors as well. See the arrangement note below for more information.

Liaison with external organizations

The series contains records organized by external organization or Bank Group body, including the International Energy Agency (IEA, 1993 - 1996), Organization of the Petroleum Exporting Countries (OPEC, 1975, 1986 - 1988), non-governmental organizations including Bretton Woods Committee (1992 - 1997), Solar Development Corporation (1996 - 1997), the International Finance Corporation (IFC, 1991 - 1992), Economic Development Institute (EDI), now World Bank Institute (WBI, 1994 - 1996), Enron (1993 - 1996), Organizacion Latinoamericana de Energia (OLADE, or Latin American Energy Organization, 1988 - 1990), European Bank for Reconstruction and Development (EBRD, 1991), and other research institutions, private foundations, and United States government agencies. A file on the G7 Nuclear Safety Working Group discusses the Chernobyl, Ukraine nuclear plant closure and energy strategies.

These records were primarily maintained by the Power Development, Efficiency & Household Fuels Division (IENPD) and the Office of the Director (IENDR). Files contain internal memoranda, All-in-1 messages, and letters between IEN units and representatives of organizations regarding arrangement of and discussion at meetings, discussion of partnerships and current or potential collaborative activities preparation of implementing agreements, information about ESMAP activities, and knowledge sharing. Other memoranda are between IENDR and Finance and Private Sector Development Vice Presidency (FPD) and other Bank departments including the Office of External Relations. Memoranda are also occasionally in the form of Terms of Reference (TORs) and back-to-office reports, describing events attended. Some files only contain United Nations agency reports and other external annual reports, press clippings, or booklets as reference. A single file consists of a 1975 preliminary briefing note on OPEC regarding optimal pricing policies for OPEC among the records.

Also included in the series are a set of records originally maintained in the Energy and Industry Information Center (EISIC, 1975 - 1987). Most of the files concern the Bank's relationship with United Nations Development Programme (UNDP) and contain general correspondence with UNDP (1975 - 1987). Some liaison files reflect joint initiatives between the EGY and Industry Department (IND) departments when they were two separate departments under Energy and Industry Staff Vice Presidency (EISVP).

Other record types consist of copies of Board documents, draft Memoranda of Understanding (MOUs), meeting and seminar agenda, meeting minutes and summaries, presentation slide hard copies, concept papers, TORs, curriculum vitae (CVs), external brochures and reports, and copies of Congressional committee papers.

Global Gas Flaring Reduction Partnership (GGFR)

A large volume of records in the series (2001 - 2013) relate to the Global Gas Flaring Reduction Public-Private Partnership (GGFR) that originated in 2002. Records document the origins of the Bank Group-led Gas Flaring Reduction Initiative in collaboration with the Government of Norway and the role played by the joint Bank and International Finance Company (IFC) department, the Oil, Gas, Mining and Chemicals Department (COC), and its Policy Division (COCPO), later the Sustainable Energy, Gas, Oil, Mining unit [SEGOM]). COCPO was central to planning and organizing the Oslo 2002 conference and discussion of the GGFR Terms of Reference (TORs), arranging subsequent conferences and stakeholder consultations, and preparing and disseminating GGFR studies and reports. Most records were maintained by GGFR Program Manager Bent Svensson who led the task team responsible for implementing GGFR activities and liaising with stakeholders in coordination with the GGFR secretariat.

Correspondence records consist of draft and final outgoing letters, facsimiles, and email hard copies, including invitations to GGFR members and facsimiles sent by IFC Executive Vice President Peter L. Woicke and jointly authored letters with partner European Bank for Reconstruction and Development (EBRD) inviting attendees to workshops, forums, and similar events. Other correspondence is with consultants recruited to conduct gas flaring studies and internal hard copy emails regarding meeting planning, launching events, and press arrangements. Other records filed with correspondence include: draft and final TORs including for the GGFR partnership; summary action plans and activity descriptions; draft country profile information including summary of Bank work activities; progress and final reports; consultation briefing notes; agenda and meeting summaries with stakeholders and partners; data tables; budget sheets; GGFR promotional materials such as brochures; draft workshop session notes; speeches and talking points; presenter biographies; presentation slides; handwritten notes; and reference material suchas newsletters and webpage hard copies.

A small volume of records relate to financing GGFR activities through a multi-donor trust fund and include: agreements and amendments signed by COC director; initiating brief for trust funds (IBTFs); notice of contributions; letters and hard copy emails with donors or between COC units and GGFR secretariat regarding financing agreements and the transfer and use of funds; quarterly and annual financial reports, and other reports prepared and submitted by Svensson; GGFR steering committee minutes; briefing papers; and confidentiality agreements.

GGFR is governed by a Steering Committee that was chaired by COC Director Rashad-Rudolf Kaldany at its establishment. Steering Committee records (2002 - 2013) were maintained by COCPO and SEGOM in addition to International Gas Flaring Reduction conferences, GGFR regional conferences, and workshops on carbon credits and best practice, standards, and guidelines for flaring reduction. Records include invitation letters, quarterly updates to committee members, agenda, minutes, list of participants, briefing papers, and reports for review. Also included are two files related to the World Summit on Sustainable Development (2002).

Extractive Industries Review (EIR)

Series also contains records related to the Extractive Industries Review (EIR) to examine the role, and future of, the Bank Group in the oil, gas, and mining sectors that was established in July 2001 and led by Dr. Emil Salim. Salim, a former minister of the Government of Indonesia, was appointed by Bank Group President Wolfensohn. Records cover the period 2000 to 2004 and appear to be maintained by both the EIR secretariat and the joint Bank-IFC Oil, Gas, and Chemicals Department (COC), Policy Division, Oil and Gas (COCPO), and the Mining Department director (CMNDR) in support of planning and developing EIR activities. Files relate to EIR activities and events including the planning workshop in Brussels (2001), multistakeholder consultation workshops in Africa, Asia Pacific, Europe and Central Asia, and Middle East and North Africa (2003), advisory group feedback meetings and final workshop (2003), and other meetings. These files, as well as a set of chronological correspondence files, contain mostly email hard copies between the EIR secretariat, consultation participants, and consultants and between COC and IFC senior management and staff. Topics covered in the correspondence include comments on EIR drafts and submissions to the review, nominations for advisory group membership (with participant lists and CVs), representation of regions, comments on consultation workshop reports, budget and trust funds, communications strategy, planning and discussion around Bank Group oil and gas activities, and event administration and logistics. Correspondence between Salim and EIR secretariat discuss managing and planning EIR work, schedule, budget, consultants, sharing of information and articles, status of EIR recommendations and finalizing report, planning of meetings with Bank senior staff, country visits and itineraries, advisory group member selection, and withdrawals of EIR process. There is also correspondence between Salim and Bank Group President Wolfensohn, Director Kaldany, Mining Director James Bond, and IFC officials, discussing EIR activities, meetings, and an amendment to the EIR TORs.

Record types consist of: EIR executive summary recommendations draft outlines; meeting minutes or summaries; lists of participants; hard copies of slide presentations; draft and final EIR TORs; aide-memoire; consultation reports; testimonial reports and transcripts of regional and informal consultations; background papers including one on Bank Group activities in the extractive industries by COCPO; hard copies of slide presentations; handwritten notes; draft and final OED approach paper Evaluation of World Bank Group Activities in the Energy and Extractives sector; external reports, brochures, and articles regarding extractive industries; and more.

A smaller volume of files concerning Salim's project field visits (2000 - 2003) to Asia and Africa (Chad Cameroon oil pipeline project) include a briefing book, and planning records such as: email hard copies of travel arrangements discussion of case studies, outreach and workshops, and Bank group oil, gas and mining investments data; agenda and itineraries; EIR project sheets; country briefs; and external reports, press clippings, and other reference documentation on oil spills and pipelines.

Records are mostly in English with some correspondence and press clippings in French. EIR official reports and stakeholder letters are also in French, Russian, and Spanish.

Committees, task forces, and working groups

The series also contains records of energy sector management and senior staff participation in various external and Bank-wide committees. Most records relate to the International Gas Union (IGU) Council meetings and committees (1988 - 1994) that energy division chiefs participated in, on behalf of the Bank. Energy Development Division Chief Gunter Schramm (IENED) presented in 1989 on the Bank's work in hydrocarbons and future liaison with Bank-IGU. Included in the records are council agenda, minutes, reports, background papers, study proposals, BTORs following meetings, and mostly routine correspondence regarding administrative arrangements.

There are also files relating to the Energy Sector Board (1992 - 1996) created in 1993 and its sub-committee on staffing including meeting announcements and lists of participants, occasionallyagenda and minutes focusing on project updates, reports, position descriptions, and All-in-1 notes regarding board membership, energy policy strategy. Other files relate to the sector's participation in the Multilateral Development Bank Task Force (1995 - 1997), Intergovernmental Panel on Climate Change (IPCC, 1995) and smaller files on Finance and Private Sector Development Vice Presidency (FPD) task forces, advisory committee, working groups on quality enhancement of projects and on large dams (1993 - 1997).

Trust fund program management

A small set of records relate to IENDR, its divisions, and successors' management of trust funds to support energy sector programs and activities in member countries. Three files document the establishment of the Danish Trust Fund for Rural and Renewable Energy and subsequent activities financed by the Government of Denmark (1997 - 2003) including the Africa Rural and Renewable Energy Initiative (AFRREI). Correspondence is filed with Bank-authored progress reports, financial statements, presentation slide hard copies, and other items. There is also an individual file related to an agreement and financial support between the Government of Israel and the Bank for a gas strategy study for Israel (1995).

Series contains records of the Industry and Energy Office of the Director (IENDR), its predecessors, and divisions that relate to planning, organizing, and directing subordinate units as well as developing business plans, work programs, and budgets. Most records were maintained by Director Richard Stern, Senior Adviser Dennis Anderson, and Division Chief Afsaneh Mashayekhi. The series also contains the chronological and subject files of Assistant Director Efrain Friedmann that represent the department's energy sector work in the early 1970s as well as subject files of the mining units under IEN and later, the joint Bank/International Finance Corporation (IFC) Oil, Gas, Mining and Chemicals Department (COC).

Strategic planning, business development, and management

Records in the series document changes in divisional structure, reporting lines, resources, and activities of the responsible units. Individual subject files relate to IEN reorganization (1993 - 1997), energy practice management (1993 - 1996), and others.

Specific types of records include internal memoranda, All-in-1 message hard copies, organizational charts, vision and mission statements, budget sheets, reports regarding IEN departmental structure, IEN background and staff profiles, job descriptions, functional descriptions (outlining organization, functional areas, reporting, division management) and reports on activities of the Oil and Gas Division (IENOG).

Another set of records (1990 - 1997) relate to the department's midyear review,retrospective review, portfolio management, business plan and budget, and preparation of the Annual Report on Portfolio Performance (ARPP). Record types include: copies of ARPP by the Operations Evaluation Department (OED); minutes of review meetings; drafts and final text of IEN divisions; and portfolio improvement program review reports by the Quality Assurance Group (EXCQA) unit.

Two correspondence files containing incoming and outgoing memoranda with FPDVP (1992 - 1997) cover the period when Richard D. Stern was ESMAP Manager (ESMMR), then IEN director. Some memos are in the form of briefing notes and background for meetings and discuss department activities, papers produced, reorganizations, ESMAP products, and private sector investment in infrastructure projects. Also in the files are sector papers on topics including industrial restructuring, and a comparative survey of public and private ownership of gas companies.

There are also files maintained by IEN divisions and predecessors regarding the organization and activities of divisions carrying out United Nations Development Programme / World Bank Group Energy Sector Management Assistance Program (ESMAP). Included are: files related to ESMAP operations (1989 - 1993); Office of the ESMAP Manager (ESMMR, in existence from 1991 - 1992); ESMAP reorganization (1990 - 1992); ESMAP activities and schedules (1990 - 1991); and ESMAP procedures and guidelines for operations coordination (1991, 1993). General files (1986 - 1995) contain mostly internal memoranda and accompanying reports that cover a variety of topics such as meeting summaries, ESMAP operations, knowledge and learning events, sector work program, division status reports, recruitment, reporting to vice presidencies, and general administrative information such as for cross support activities.

Other files relate to industry and mining budgeting, work programs, and business planning (1994 - 2005), the latter maintained by unit staff of the Mining Department (CMN) and successor Oil, Gas, Mining and Chemical Department (COC) senior staff including Division Chief, later Manager Peter van der Veen. Also included is a briefing book prepared for IFC Vice President Peter L. Woicke related to a 2003 visit to Bolivia.

Operational support oversight

A smaller volume of files titled "cross support" created by IENDR (1992 - 1996) contain mostly internal memoranda between Director Stern, IEN divisions, Finance and Private Sector Development Vice Presidency (FPDVP), and regional units concerning projects and support to the regions in terms of delivery plans, allocation of tasks, and enhancing collaboration. Some memoranda also provide information about regional unit reorganizations, trust fund management issues, and network performance measures. Filed with the correspondence are back-to-office reports (BTORs), meeting minutes, data tables, and other records.

Another set of records document communications between Director Stern, IEN units, and Bank senior management regarding certain Bank projects (1980 - 1997), such as the Arun Hydroelectric Power Project in Nepal. Files include correspondence, draft discussion papers, external press articles, President's Memorandum, project documents (staff appraisal report, project agreement etc.), and other material.

Several files related to general energy and environmental sector work contain correspondence and other records (1994 - 1996) maintained by Senior Adviser Anderson (IENDR). Included are invitations and follow ups to meetings, events, publications and reviews written by Anderson, communication about the Bank's energy work, current and potential studies, comments on internal or external papers and reports, and other matters.

Efrain Friedmann chronological and subject files

The series contains records created and received by Efrain Friedmann during the period 1972 to 1980 when he held the following positions: energy specialist, then energy adviser in Public Utilities Department Director's Office (PBPDR, 1972 - 1977, later Energy, Water, Telecommunications Department [EWT]); assistant director, Energy and Fuels (EWTDR, 1977 - 1979); and senior adviser in the Energy Policy Advisory Staff (EGYEP, 1979 - 1980).

Chronological files span the periods from November 1972 to August 1974 and April 1977 to March 1980 and includes internal memoranda, cables, and incoming and outgoing correspondence with representatives of the United States government and other country or international organization officials, oil companies, engineers, and academics regarding the world energy situation and the Bank's mineral and energy programs. Correspondence covers topics such as oil surveys, energy projects and studies, research and policy development activities, department work program and budget, staff development seminars on energy planning, hiring of consultants, international conferences, meetings with oil companies, participation in missions, comments on draft correspondence to be sent by vice president, Operations Policy, and administrative matters. Also included among the correspondence is a paper prepared by Friedmann for Bank Group President Robert McNamara's meeting with U.N. General Secretary Waldheim in December 1979 which presents the Bank's views on energy conservation and the search for new energy supplies, and a memorandum on a White House meeting with President Carter, which indicates Carter's growing interest in developing oil reserves in developing countries.

Friedmann subject files represent his various activities such as: liaison with consultant O.B. Falls regarding Impact of Primary Energy Cost on Electric Power study (1974); liaison and meetings with banks and development banks (1977 - 1979); meeting on assistance to the energy sector in developing countries, Paris (1979), attendance at various conferences (1978 - 1979), and sector work (1979). There are also several files concerning nuclear power (1972 - 1976) and a nuclear study (1975 - 1976) which mostly contain memoranda and correspondence with International Atomic Energy Agency (IAEA) or national atomic energy agencies.

Record types in the Friedmann files include memoranda, cables, incoming and outgoing letters, summaries of meetings and consultations, Terms of Reference (TORs), BTORS including copies from regional staff, approach papers, briefing notes, sector reports, externally authored conference papers and reports, draft study outlines (some annotated), and press clippings. The Paris World Energy meeting files contain agenda and list of delegates, copy of "Program to Accelerate Petroleum Production in Developing Countries" Bank report, list of oil and gas production projects, summary of development partners' energy assistance and activities, and other items.

NRIC and EISIC correspondence and related records

Also included in the series are several correspondence files (1978 - 1986) sent and received by division chiefs, senior advisers or occasionally directors that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification system. Files are titled "general" and include mostly internal memoranda (some in the form of BTORs), letters, and cables that cover management of the various sector activities and division objectives such as: workshop or roundtable preparation and participation; selection of consultants for projects; direction of energy policy and lending including comments on policy papers and draft guidelines for lending; ESMAP program; and collaboration with external organizations. Reports, discussion papers and other records are sometimesfiled with the related correspondence. Two files that are thin in volume relate to a proposed World Bank energy affiliate (1981 - 1982) and contains memoranda from Senior Vice President of Operations Ernest Stern to Bank Group President Clausen.

Series also contains a set of thematic, or subject files (1974 - 1987) that were originally maintained in the Energy and Industry Information Center (EISIC). Files contain internal memoranda and cables, many are copies sent by the Energy and Industry Vice Presidency (EISVP), the Office of the Senior Vice Presidency, Operations (SVPOP), by regional directors, and unit or sector staff. There are also some original incoming letters to industry and energy directors or division chiefs. Correspondence is occasionally attached to draft and final internal reports, discussion or issues papers, BTORs, Board reports, briefing notes, summary of discussions, and other items.

The more voluminous files relate to activities regarding petroleum, natural gas, environment, ecology, cofinancing, budget and work program, project implementation review, and project performance audit. Because of the EISIC filing system that interfiled sector records, these files also represent the industry sector including industrial development finance (IDF) operations. Files titled "general energy correspondence" cover a broad range of topics ranging from routine to substantive matters. The latter includes: confirmations on appointments and divisional assignments or responsibilities from regional chiefs copied to sector; Bank programs and activities in related sectors; procedural changes (i.e. project pre-briefs); training requirements, and Industry Department implementation review. Routine administrative matters cover staffing, Bank employment, word processing, travel schedules, and Board schedules.

A set of "energy and industry staff" files relate to the EIS departments that reported to EISVP under SVPOP between 1982 and 1987. These department files discuss recruitment, management and divisional retreat summaries, sector work, ESMAP tasks and country work, and assignment of responsibilities. Memoranda between Vice President Jean-Loup Dherse (EISVP), SVPOP, and Director Rovani and others discuss operational initiatives such as an issues paper regarding project financing on limited recourse basis in Bank projects, proposal of EIS support, and other business activities.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The series includes incoming and outgoing correspondence and memoranda of Syed Shahid Husain from when he served as Vice President for Management and Personnel Services (MPSVP). The correspondence and memoranda are primarily between MPS staff, the Office of the President (EXC), and Vice President Offices of numerous units of the Bank. The correspondence and memoranda cover various topics, including: personnel recruitment; compensation; personnel performance review; redundancies; and re-organization of Bank units.

The series includes chronological correspondence, memoranda, and other records of Heywood Fleisig created or received during his position as Principal Economist in the Asia Vice Presidency (ASIVP). The correspondence and memoranda are primarily between Fleisig and the Lead and Chief Economist in the Asia Regional Office (ASI) regarding economic and sector work (ESW) projects. Draft research papers and reports are attached, and contain comments and handwritten notes by Fleisig. Back-to-office reports, project proposal reports, initiating memoranda, mission reports, financial and statistical data printouts, and meeting minutes related to regional ESW projects are also included.

The series includes chronological correspondence, memoranda, and other records of Heywood Fleisig created or received during his position as Senior Economist in the East Asia and Pacific Vice Presidency (AENVP). The correspondence and memoranda are primarily between Fleisig and regional economists and staff regarding economic and sector work (ESW) projects within the East Asia and Pacific Region (AEN). Draft research papers and reports are included, and contain comments and handwritten notes by Fleisig. Back-to-office reports, project proposal reports, and meeting minutes related to regional ESW projects are also included.

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

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

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Vice President in the East Asia and Pacific Region (AENVP). The records include incoming and outgoing correspondence, memoranda, and other records related to support of AENVP operations, including: memoranda of country project loan signings; back-to-office reports; mission support records; briefing notes; and records related to numerous meetings, training seminars, and events held in the AEN region. Outgoing correspondence discussing ongoing projects and initiatives for particular countries sent from Karaosmanoglu to AEN country Executive Directors of the Bank are also included.

The series includes chronological correspondence files from when Attila Karaosmanoglu served as the Director in the Country Programs Department 1 of the Europe, Middle East, and North Africa Region (EM1DR). The records primarily include incoming and outgoing correspondence and memoranda between Karaosmanoglu and EM1 staff regarding the numerous activities of EM1. Correspondence and memoranda between Karaosmanoglu, the Office of the President (EXC), and members of the Executive Board of Directors are also included.

The series includes chronological correspondence files from the period Attila Karaosmanoglu served as Director for Development Policy Vice Presidency (VPD). The correspondence is primarily between Karaosmanoglu, the Office of the President (EXC), and members of the Board of Executive Directors. The correspondence focuses on numerous topics, including: planning of the annual World Development Report (WDR) publication; world economic and social indicators forecasting; and budgeting and planning for research initiatives.

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

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

This series contains the records related to the Public Expenditure and Financial Accountability (PEFA) Program, a multi-donor partnership consisting of the World Bank, the European Commission, the UK Department for International Development (DFID), the Swiss State Secretariat for Economic Affairs, the French Ministry of Foreign Affairs, the Norwegian Ministry of Foreign Affairs, and the International Monetary Fund (IMF). PEFA consists of steering committee comprised of members from each of these organizations. A PEFA Secretariat was also located in the World Bank to administer the program. PEFA served as a trust fund program and helped fund much of the activities of the Public Sector Governance Department (PRMPS) of the Poverty Reduction and Economic Management Network (PREM). The records in this series are related to PEFA trust fund proposals, planning, and budgeting for public expenditure and public finance management (PFM) projects with PRMPS.

The trust fund records include correspondence and memorandabetween PEFA steering committee members, the PEFA Secretariat Nicola Smithers, and staff of PRMPS, including past Directors Cheryl Gray and Sanjay Pradhan. The records also consist of PEFA steering committee meeting and minutes. Records for proposed public expenditure and PFM projects for PRMPS include assessments specific to a country. The country assessment records include the following specific types of reports, action plans, and application documents: Public Expenditure Review and Rationalization (PERR) report; PEFA Trust Fund Application; Public Expenditure Management Country Assessment and Action Plan; Application of PFM Performance Measurement Framework report; and Financial and Accountability Review and Action Plan (FARAP).

PEFA budget and audit records are also included for PRMPS public expenditure projects and PFM projects. Records are also included for PEFA and PRMPS organized workshops, conferences, and training sessions, which include training manuals, agenda, and participant lists. The seriesalso contain records related to fund disbursement and project agreement, including: initiating brief for trusts fund records, grant letters signed by PEFA donor partners, and grant agreements from the World Bank Development Grant Facility (DGF). Recruitment records consisting of curriculum vitae and terms of reference for consultants and temporary employees are also included.

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