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Reeks

Reorganization files

This series consists of the records maintained by Marianne Haug concerning Bank's 1987 reorganization. They include internal Bank correspondence, presentations, and reorganization follow-up reports describing the successes and weaknesses of the 1987 reorganization efforts. This is the fullest set of files in the President's office on the reorganization and its subsequent fine-tuning' in 1989.

Reorganization files

This series consists of the records maintained by J. William Stanton concerning Bank's 1987 reorganization. They include internal Bank correspondence, presentations, and follow-up reports describing the successes and weaknesses of the 1987 reorganization efforts. The files also include correspondence and reports from management consultants in connection with the 1987 reorganization, memos of Stanton's discussions with President Conable, and reorganization reports of the Steering Committee and the Support Units Task Force.

Chronological file

This chronological file consists of copies of the outgoing letters, memoranda and correspondence handled for President Conable by J. William Stanton as well as Stanton's correspondence. The records include social and public relations messages; letters of appreciation for invitations, acceptances and regrets; congratulations; arrangements for meetings; and letters of introduction and recommendation. A few incoming letters are included. Public figures, such as U.S. Senators and officials of the Executive Branch, are among the correspondents.

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

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

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

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

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

Memoranda and Issuances Relating to the Reorganization of 1972

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

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

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

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

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

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

Ronald Duncan's Files on Commodities and Research While Serving with the International Commodity Markets Division (IECCM) and the International Trade Division (IECIT)

This series contains correspondence, reports, and other records that Ronald C. Duncan maintained primarily while he was director of the International Commodity Markets Division (IECCM) and later the International Trade Division (IECIT) in the International Economics Department. Duncan served as Division Chief in IECCM from 1 July 1987 until 1 May 1990 when he became Division Chief in IECIT. Prior to this he was Divisions Chief in the Economic Program Department's Commodity and Export Projects Division (EPDCS) between 1984 and 1987.

One file in this series, Support to the Regions, documents Duncan's units' support to the regions dating from 1984 when he was director of EPDCS to 1993 when he directed IECIT. Other files concern commodity price forecasting; commodity problems in Africa; the drafting of a paper, Bank Policy on the Financing of Commodities, which was discussed at the October 1989 meeting of the Operations Committee; Bank lending for plantation crops (tea, coffee, and cocoa); and possible researchwork on Eastern Europe. Several files contain correspondence and reports on research in units headed by Duncan. One concerns research funded by IECIT, rather than by the Research Support Budget (RSB). Another contains IEC proposals, 1993-1994, for RSB-funded research, and one updates the FY 1995 status of RSB-funded research projects in IECIT.

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

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

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

The series consists of seven parts. The first part contains correspondence and other records dated May to December 1995 and relating to plans for the issuance of Global Economic Prospects 1996 (GEP'96). Included are intra-IEC memoranda concerning overall plans for GEP '96; various drafts of the initiating brief for GEP '96; production schedules; copies of draft chapters with comments from IEC staff; and copies of DEC Notes regarding GEP '96.

The second part consists of memoranda and other records dated March 1994 to March 1995 and relating to the Organization for Economic Cooperation and Development (OECD) and the Development Assistance Committee (DAC). Filed under "OECD" are: Ahmed's correspondence with OECD staff and with Bank staff regarding OECD and DAC matters, March 1994 -March 1995; and memoranda, letters, schedules dated October 21, 1994 to November 15, 1994 regarding Ahmed's attendance at meetings of the OECD Economic Policy Committee, November 8 -10, 1994

The third part consists of agenda and minutes of meetings of the Departmental Management Team (DMT) which included the Director of IEC, the IEC Division Chiefs and other key staff. The records cover the period April 1990 to June 1997 and include minutes and agenda for the periods when D.C. Rao was Director from 1990 to 1993 and when Masood Ahmed was Director from 1993 to 1997. The files also include some background papers that were discussed at meetings and memoranda regarding follow-up actions from DMT meetings.

The fourth part includes agendas and minutes of meetings, memoranda, and correspondence related to administrative actions and planning initiatives by the DEC Vice President's Office from 1994 to 1997. This includes records related to: budget; reporting of department activities; and DEC-wide initiatives. Other records relate to the DEC Communication Strategy from 1995 to 1996, which sought to develop a cross-department communication policy and strengthen its partnership with the Bank's Office of External Affairs (EXT). These records consist of: correspondence between the DEC Vice President, DEC senior managers, other department staff, and EXT; approach paper drafts; agendas; minutes of meetings; and memoranda. Additional communications between the DEC VP, DEC department managers and staff, and EXT are included for the years 1994 to 1996 on a variety of topics.

The fifth part includes records related to a Bank-wide initiative to create an Information Services (IS) and Information Technology (IT) Task Force from 1995 to 1997 to help upgrade and centralize the Bank's IT Systems. Records consist of: correspondence sent to DMT, IEC Division staff, and DEC senior officials; reports, surveys, and audits of Bank IT systems and architecture; and agenda, minutes, and printed presentation slides related to Bank-wide IT development and management. The initiative proposed an Information Management Group (IMG), and sought representatives from units and departments across the Bank, including DEC and IEC.

The sixth part consists of records related to ongoing IEC collaboration with other national, multi-lateral, and external agencies through: attendance at seminars and meetings; exchange and sharing of research, data, and analysis through data systems, publications, and presentations; and policy advisement for international finance, debt, and trade issues. The records include agenda, meeting minutes, memoranda, correspondence, and reports from October 1995 to October 1996 related to the ongoing interaction between Ahmed of the IEC and the United Nations Conference on Trade and Development (UNCTAD). Most records relate to Ahmed's participation in UNCTAD meetings, and exchanging of global trade statistics through UNCTAD produced reports and IEC publications such as Global Economic Prospects (GEP). Other records in this part include agenda, memoranda, and correspondence related to the Bank-funded initiative International Comparisons Program (ICP) dated 1993 to 1997, which partnered with other national, bi-lateral, and multi-lateral institutions to conduct a massive survey of purchasing power parities (PPPs) among countries. IEC played a significant role in providing technical resources to conduct surveys and research, and led data processing and analysis activities. Records of meetings and seminars related to multilateral debt on severely and heavily indebted countries attended by Bank senior officials, or representatives from DEC or IEC are also included. These records consist of agenda, memoranda, meeting minutes, correspondence, briefings for senior officials, and external reports and papers for a variety of meetings, including: the OXFAM international meetings and seminars, 1995; the G-7 Summit-Halifax, 1995; and the G-7 Summit-Lyon, 1996. The bulk of correspondence in these records is internal communications between IEC, DEC, and the Office of the President (EXC) regarding: the content of the meeting and seminars; responses to papers, reports, and speeches related to multilateral debt; and the Bank's potential actions for multilateral debt. Lastly, records from the G-24 Group dated 1995 to 1996 contain external joint G-24 and IMF papers and reports related to various topics on international finance, debt, and trade issues.

The seventh part filed under "Miscellaneous" are memoranda and other records dated 1994 to 1995 concerning: 1) the Annual Bank Conference on Development Economics (ABCDE), May 1 -2, 1995, including memoranda regarding the drafting of the keynote speech; 2) Back-to-Office Reports and other records from DEC staff who attended the UN Symposium on Trade Efficiency that met in Columbus, Ohio, October 17 -21, 1994; and 3) a memorandum concerning guidelines for the Working Paper Series, December 5, 1994.

Divisional Reading File of the Policy Research Department (PRD)

The series consists of documents sent electronically within PRD, to other parts of DEC, and to other Bank organizations. They include peer review comments and comments on other papers, sector reports, Country Assistance Strategy (CAS) documents, research design proposals, concept papers, and draft Final Executive Project Summaries (FEPS) sent to PRD divisions for review. These and other documents in the series reflect PRD divisions' involvement in research into aid effectiveness, poverty (including theold age security study and HIV/AIDS and STDs prevention and management), and the environment. Copies of Terms of Reference and Back-to-Office Reports for missions undertaken during this period and documents relating to establishment of a Research Advisory Group are part of the series. Also included are copies of reports from Bank Board meetings and DEC Senior Managers Meetings which were usually circulated to the divisions by the Department head or the Division Chiefs.

The documents dated August 1991 - January 1992 were created in the Policy and Review Department, which also had the acronym PRD and was abolished November 30, 1991. The few post-dated documents concern matters pertaining to the termination of that department. This reading file also includes copies of documents sent (4 January 1993 - 23 February 1993) by CECFP [Financial Policy and Systems], CECTM [Transition and Macro-Adjustment], and CECTP [Trade Policy] Division] staff short periods before and after 1 February 1993 when the Country Economics Department (CEC) was renamed the Policy Research Department (PRD). Three small subject files pertaining to a poverty handbook and budget matters are part of the series.

Pre-Operations Committee Briefing Memoranda of the Policy Analysis and Review Division (SPRPA), Strategic Planning and Review Department

This series primarily contains briefing memoranda prepared by staff in the Policy Analysis and Review Division (SPRPA) of the Strategic Planning and Review Department. SPRPA was the predecessor to the Review and Analysis Division (PRDRA). The memoranda, which analyze documents to be discussed at an Operations Committee (OC) meeting and propose a position to be taken by the Chief Economist (DECVP), were forwarded to the Chief Economist and, in some cases, also to the Vice President for Sector Policy and Research (PREVP). Most of the items discussed in the briefings are Country Strategy Papers and adjustment loan/credit documents. Included in the series are several agenda for OC meetings and some post-Operations Committee meeting memoranda summarizing the discussion at an OC meeting.

Subject File of the External Funding Coordinator, Program Management Unit, Policy and Review Department

These files were maintained by Zamarak Shalizi, in the office of the Program Management Unit (PRDPM), Policy and Review Department (PRD) which came under the Office of the Senior Vice President, Policy, Research and External Affairs (PRESV). Found in this series are: copies of completed Trust Fund project description forms (Trust Fund Summary of Characteristics) for agreements concluded in 1991. These forms include the title of the project, the donor and the beneficiary countries, the effective date andduration of the project, and the project's sector; copies of Initiating briefs for Trust Fund projects (1991); copies of documents describing cooperation between ESMAP [Energy Sector Management Assistance Program] and the Regions; and several ESMAP reports including that of a commission to review ESMAP in the 1990s. The series also includes minutes of meetings of the Funding Coordinators' Group (1990 - 1991) of which Shalizi was a member and some administrative correspondence. DECVP reported to PRESV.

Work Program and Budget Records for Fiscal Years, 1988-1992 Maintained in the Policy and Review Department

The earliest work program and budget records in this series are the FY 1988 mid-year review records for the Policy, Planning and Research Staff (PPR). PPR, created after the May 1987 Bank reorganization, brought together existing departments from different parts of the Bank (principally the Economics and Research Staff [ERS] and the Operations Staff [OPS]). budget files maintained by Richard Woodford, Program Coordinator, Office of the Senior Vice President, Policy, Planning and Research (SVPPR) and Ziaddin Choudhury, SVPPR contain copies of PPR organizations' FY 1988 mid-year review reports; the FY 1988 PPR mid-year review report submitted by SVPPR to the Planning and budget Department (PBD) of PPR; and PBD's memo of June 29, 1988 to President Conable giving preliminary findings of PBD's review of the Bank's planning and budgeting system. PBD had responsibility for budget analysis and monitoring of work program and budget performance for the entire Bank. DECVP reported to SVPPR.

Budget files maintained by Gregory Ingram, who joined the SVPPR staff as Principal Adviser, Policy and Research, along with the Woodford and Choudhury files contain: budget and work program guidelines, submissions, reports, and memos (FYs 1989-1992); FY 1989 and FY 1990 capital budget guidelines and requests from PPR organizations for office technology and other equipment; mid-year review submissions from PPR organizations for FYs 1989 and 1990 and retrospective review submissions and drafts for FY 1989; PBD's draft mid-year review report of the FY 1989 budget forwarded to the President's Council for review; documents assembled for the PPR FY 1989 work program review meetings with PBD; and the FY 1990 PPR budget plan (management contract) developed after the Bank's FY 1990 budget was approved by the Board.

After PPR became Policy, Research and External Affairs (PRE) in 1990 and the Policy and Review Department (PRD) was created in PRE, Ingram (PRDRA) and Woodford (PRDPM) had continued responsibilities for budget (management contract) and work program coordination for PRE. Their files and those of Zmarak Shalizi (PRDPM) and Ziaddin Choudhury (PRDPM) contain copies of PRE organizations' submissions for the FY 1991 work program and budget; FY 1991 mid-year review submissions from PRE organizations; and the PRE FY 1991 mid-year review report. There is a small amount of information concerning funding of special grant programs after FY 1991. DECVP reported to PRESV.

Audit Reports Maintained in the Policy and Review Department

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

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

Correspondence and Other Records of the Program Management Unit (PRDPM), Policy and Review Department

This series contains correspondence and other records of the Program Management Unit (PRDPM). The correspondence is in two parts. The first part is a chronological file that consists primarily of e-mail printouts received by PRDPM from October 1990 to May 1991. A few printouts of e-mails sent are included. Most of the e-mails were widely distributed to managers throughout the Policy, Research and External Affairs (PRE) complex. The few that are PRDPM specific concern the distribution of computers and the development of the Information Management and Technology Plan for PRE. The second correspondence segment contains memoranda and e-mail printouts both sent and received by PRDPM from April to August 1991. Filed among the correspondence are PRDPM director Zmarak Shalizi's handwritten notes from meetings with PRD and PRE managers. The correspondence primarily concerns the duties of the PRDPM support staff, budget allocations for PRE publications, and planning for the FY 91 retrospective reviews of PRE.

In addition to the correspondence, there are files concerning the development of a records management program and Management Information Systems for units in the PRE complex. These files include records of several task forces Filed under Management Information Services are records of the PRE Information Needs Task Force, February - June 1991, which was established to evaluate the Management Information Requirements for PRE. Included are agenda, notes from meetings, and a draft report. There are also pre-PRDPM records of the Working Group on Measuring PPR's (a predecessor of PRE) Outputs. This group, headed by Nancy Barry, was organized in August 1988 to develop a system of quarterly reports for measuring PPR outputs and activities. The records include the Terms of Reference for the group and the completed questionnaires from each of the PPR divisions. Filed under Information Management Committee Records is some scattered correspondence concerning the Information Management and Technology Policy Committee (IMTPC) which was established to formulate Bank-wide IMT strategies.

Inventories and Status Reports of Major Policy Products and of Annual and Semi-Annual Reports, Policy and Review Department

This series contains Lotus 123 spreadsheet printouts that provide inventories of and status reports on major policy products and on annual and semi-annual reports which had Bank-wide operational/policy relevance. The reports serve as a quick reference to the policy products and reports that made their way to the Board each year; they were generated by the Strategic Planning and Review Department (SPR) through June 1990 and thereafter by the Policy Review Department (PRD). The entries on the reports for policy products cover all policy papers, best-practice papers, and information papers which were destined for the Board. The entries for annual and semi-annual reports cover all regular and non-regular reports that were destined for the Board. For each Bank complex, the products or reports are listed in the order of the Board meeting dates at which the item was discussed. Entries on the spreadsheets show for each item: the name and Bank unit of the staff member with prime responsibility for the item; an abbreviated title of the item; date of the policy brief that initiated the item (if applicable); dates when the item was discussed at various review meetings; and brief comments regarding the status of the item.

Collection of published materials and mementos

Series contains published materials and other items related to Lurick's work at the World Bank Group. Materials appear to have been selected by Nurick as personal mementos. Included are fourteen copies of the Bank's in-house staff publication International Bank Notes that contain mention of Nurick and his work or celebrate various anniversaries of the Bank. Also included are three copies of an IBRD Office of Information's press clippings compilation from May 1959 in which Nurick is mentioned. Materials related to a trip Nurick made to Japan in 1971 are included as are invitations for Nurick's attendance at a variety of events. Finally, an inscribed copy of a personal memoir by Bank colleague Davidson Sommers titled "Recollections" is included in this series.

Correspondence

This series contains copies of incoming and outgoing correspondence, memoranda, and emails from the office of Managing Director Caio Koch-Weser. In addition to correspondence directly to or from Koch-Weser, the series includes copies of correspondence to World Bank Group President James D. Wolfensohn forwarded to Koch-Weser for action or reference; notes from Wolfensohn to vice presidents with annotations by Koch-Weser; memoranda jointly authored by Koch-Weser and Managing Director Sven Sandstrom to World Bank vice presidents and managers; and meeting notes. The series includes communications with both internal and external correspondents.

The bulk of the materials are in English. Some items in German include an attached English-language translation or summary.

Publications

The terms of reference for the Office of the Historian included the responsibility to develop and maintain an authoritative record of events . . and maintain a running narrative of them, prepare background papers and ad hoc histories, and select and prepare records for publication. This series contains the files of the publications - whether final or draft, articles or books, published or unpublished - that Office staff or contractors developed. Some files contain only the final publication, while others include background documents and occasional correspondence.

Administrative files

This series reflects a variety of the activities undertaken by the Office of the Historian. The activities file contains lists of oral histories conducted by the project and lists of records the historian had when the office closed. The Paris file reports on records that are in the Bank's Paris office, while the CPP file reports on the master set of Country Program Papers, Country Strategy Papers, and Country Assistance Strategy Papers. A file that relates to the Presidents' papers includes: notes on the contents and a few copies of documents from the Eugene Meyer papers at the Library of Congress; notes, descriptions, and a list of George Woods' papers at Columbia University Library; and series descriptions of McNamara's records in the Bank.

Chronological files

This chronological series contains both incoming and outgoing correspondence transmitted through email, postal mail, or fax. Some handwritten notes between the three co-authors are included. There is no general chronological file between August 1, 1991, and June 30, 1994. Some of the correspondence includes commentary on the history of the Bank, particularly in the chronological file of John Lewis, but the majority of the messages are routine, such as requests for oral interviews and requests for data and documents from Bank offices. Other correspondence consists of comments on drafts, either on draft chapters of the history or on other writings by the authors. Two small files contain a single incoming letter from Sidney Dell (1990) and Peter Wright (1992), each enclosing multiple documents for the authors to use.

Interviews

At the first meeting of the project's advisory committee in January, 1990 the authors were advised to undertake a series of interviews. The authors agreed and embarked on an extensive interview program, ultimately talking with 149 persons. The interviews were conducted during the entire life of the project and included discussions with current and former Bank staff and executive directors, persons from related institutions such as the International Monetary Fund and the Asian Development Bank, and prominent external observers of the Bank. Some of the interviews were noted in footnotes in the published volumes of The World Bank: Its First Half Century. Series contains dupicate reference copies of almost all of the original interview tapes.

A series of interviews were conducted during a research trip the authors made to India, Bangladesh, Indonesia and the Philippines in November, 1991. These interviews were primarily with national leaders and focus particularly on the 1980s.

Some of the persons interviewed by the authors were also interviewed by the Bank's own oral history program; some also were interviewed by Robert Oliver for his biography of Bank president George D. Woods. The series also contains some of the transcripts from these older interviews.

Front Office Business Plans for Fiscal Years 1991-2000

These copies of DEC Business Plans were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. Prior to the 1992 reorganization, DEC Business Plans were submitted to the Senior Vice President, Policy, Planning and Research (PPRSV). After the reorganization of that year, they were submitted to the Director, Planning and budgeting Department (PBD). The plans were submitted for all DEC units. The Business plan was a major component of Bank budget cycles and provided information from DEC that would become part of priorities and framework papers presented to the Board. The Business plan also served as the basis for DEC's next fiscal year work program and budget, described each DEC organization's plans for the following two or more fiscal years, described each organization's underlying strategy and work program, and indicated plans for special emphases and topics that cut across department and other organizational boundaries. Included in files aredraft and final Business plans, submissions for each DEC unit, background correspondence, data relating to the preparation of the plans, and copies of monitoring reports. The FY 1998 - 00 [2000] DEC Business Plan was prepared in April 1997 in anticipation of the Bank reorganization by July 1 of that year which would form as major parts of DEC a new Research, Data and Prospects Group and an Economic Development Institute and Leadership Center (EDI) in alliance with the Bank's new Strategic Compact.

Records of the Country Policy Department (CPD)

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

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

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

Briefing Books, Travel Documents, and Travel-Related Correspondence of Nicholas H. Stern

This series contains the briefing books, travel documents, and travel-related correspondence for Senior Vice President and Chief Economist Nicholas H. Stern. The files include information on his trips to Washington, DC from March to June 2000 before he officially took charge as Chief Economist. Some of the files (e.g. those for brief trips to Boston, New York, London, and Ottawa) contain only travel documents (such as itineraries and e-mails regarding travel arrangements), but the more extensive files include briefing books containing: daily schedules and agenda; outlines of the objectives and themes for the visit or the Bank's strategy for a conference; biographical data on officials with whom Stern met; talking points for meetings; background information on and summaries of Bank projects in the countries he was scheduled to visit; copies of Bank documents (e.g. country assistance strategies, Implementation Completion Reports, OED evaluations of Bank projects, loan status reports) relating to the country visited; formal invitations to special events; copies of Stern's presentations and related Power-point slides; press releases; and extensive intra-Bank correspondence regarding trip plans and drafts of Stern's presentations. Many files include copies of Stern's Back-to-Office Reports to President Wolfensohn and Stern's own extensive notes from meetings. If Stern attended a conference, the conference documents (program, list of attendees, background documents) are included. If Stern accompanied President Wolfensohn on a trip (e.g. Brazil, March 28 - 29, 2003), a copy of the President's briefing book is in the files.

Subject Files Relating to Major Issues of Interest to the Vice President and Chief Economist (DECVP)

This series contains files on major issues of interest to the Vice President and Chief Economist and his staff. Most files contain documents compiled by DECVP Michael Bruno and by Mark Baird, Director of Development Policy in DEC, but some are from the administrations of former DECVPs Stanley Fischer and Lawrence Summers. Among the topics covered are: aid effectiveness; plans to relaunch and reform the Economic Development Institute in 1995; planning for the 50th Anniversary of the World Bank; and DEC presentations made to the Board and to President Wolfensohn.

Specific documents include: comments on drafts of a paper on aid effectiveness, prepared by the staff of the World Bank, in collaboration with the staff of the International Monetary Fund, for the 49th meeting of the Development Committee on October 3, 1994; memoranda on research proposals on aid effectiveness; a copy of Mark Baird's presentation to the IDA Deputies at a February 1995 meeting in Paris to discuss the Eleventh Replenishment of IDA; a DEC paper, dated April 1, 1994, on the contribution of research and training (EDI) to the work of the World Bank (filed under 50th Anniversary); summaries of brainstorming sessions, held in 1994 in conjunction with plans for the 50th Anniversary, on future issues facing the Bank; a copy of the DEC information package provided the Executive Directors when DEC made a presentation to the Directors on December 2, 1994 as part of the Executive Directors' Information Program; background notes used to prepare for a strategy meeting with President Wolfensohn on November 22, 1995 (filed under DEC strategy note); DEC memoranda and a February 1995 DEC report regarding the DEC review process of loans and country strategies (filed under lending); an October 1994 DEC Proposal to Restructure Funding of Non-Lending Services (filed under Non-lending Services); comments from Mark Baird and other DEC staff on items discussed at Loan Committee meetings; Michael Bruno's correspondence with the Deputy Director-General and the Director General of the World Trade Organization (WTO); briefing materials prepared for President Wolfensohn's July 6, 1995 meeting with the head of the WTO and the IMF; summaries of meetings the Chief Economist and DEC staff had with WTO staff; and comments on drafts of the guidelines for World Bank staff cooperation with the WTO.

Stanley Fischer's Chronological File of Correspondence with Non-Bank Organizations and Individuals (External Chronological Files)

Most of Fischer's outgoing letters and memoranda are accompanied by incoming communications. The majority of the letters in this series concern Fischer's contacts with fellow economists and professional and international organizations outside the Bank. Included are: Fischer's letters accepting and declining invitations to speak or otherwise participate in conferences, institutes, symposia, and professional meetings; his responses to letters suggesting topics for his future research and writing; and his responses to letters requesting Fischer's comments on papers and to letters commenting on his papers and other writing. Some incoming letters and memoranda contain Fischer's annotations regarding the response to be prepared.

The remainder of the series includes: Fischer's letters of invitation sent to academics and other outside economists to participate in informal workshops, seminars, and conferences sponsored (or co-sponsored) by the Bank; Fischer's thank you letters to participants following these events and to officials with whom he met during overseas trips; and occasional memoranda Fischer sent to individuals inside the Bank.

Publication File of Bela Balassa

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

Post-Operations Committee Meeting Memoranda of the Review and Analysis Division, Policy and Review Department

This series contains memoranda prepared by staff in the Review and Analysis Division (PRDRA) of the Policy and Review Department and its predecessor, the Policy Analysis and Review Division (SPRPA) of the Strategic Planning and Review Department. The memoranda summarize discussions in meetings of the Operations Committee (OC) that were of interest to the Policy, Research and External Affairs (PRE) staff. The memoranda were written to the files and copies were sent to the Chief Economist and to the headsof other Policy, Research and External Affairs units. Most of the memoranda are post-meeting memos that summarize the OC's discussion on a particular topic, but scattered throughout the series are several pre-meeting briefing memoranda that analyze the document that is to be the topic of discussion at the next OC meeting. One such pre-meeting memorandum, dated April 11, 1990, was sent to Ajay Chhibber in preparation for his briefing for the Chief Economist.

Speech File of D.C. Rao, Director, International Economics Department (IEC)

This series primarily contains copies of the public speeches of D.C. Rao who became IEC's Director on May 1, 1990. The series also includes Rao's copies of two speeches President Conable gave in Mexico City on January 24, 1990 and in Warsaw, Poland on February 23, 1990; Rao's handwritten notes and copies of agenda from various meetings at which he spoke; background data provided Rao to help him prepare a briefing; and rough notes, outlines, talking points,and computer-generated slides for speeches he delivered.

Subject Files of the Director, International Economic Department (IECDR)

This series contains incoming and outgoing correspondence, reports, draft articles and papers, and other records maintained by the Directors of the International Economics Department. Most of the correspondence is with staff in the IEC divisions and with the Vice President and Chief Economist (DECVP). The files concern: external access to the IEC's Bank Economic and Social Database System (BESD); data management issues in IEC; the distribution and marketing plans for IEC products (filed under Dissemination Task Force Electronic Data including CD-Rom Project and External Dissemination of IEC Products); the Socio-Economic Data Division's (IECSE's) participation in the International Comparison Project (ICP); intra-IEC discussions on the rebasing of national accounts and on statistical capability building; the methodology for preparing trade data tables; and the 1990 and 1991 work program and budget of the Debt and International Finance Division (IECDI).

Specific documents include: IEC correspondence on drafting its September 1991 report on The Management of Commodity Price Risk and the Bank's Role; copies of computer-generated slides from the January 27, 1992 IEC Seminar on Information Management Opportunities; copies of background papers and IEC staff comments on papers prepared for Long-Term Prospects Paper, 1990; status reports and correspondence regarding the development of the Revised Minimum Standard Model - Extended (RMSM - X) in IECSE; a February 1993 draft research agenda for IECSE (filed under Unified Survey'); and IEC correspondence and comments on the World Development Indicators (WDI) production process.

Files Relating to the Development Policy Group's (DPG) Review of Proposals Discussed at Loan Committee Meetings

The Development Policy Group compiled these files while assisting the Vice President and Chief Economist (DECVP) in developing DEC's position on proposals discussed at Loan Committee meetings. Most of the files consist primarily of agenda and minutes of Loan Committee (LC) meetings at which adjustment loans and credits were reviewed, but the files for 1993 and 1994 also include agenda and minutes of the President's review meetings to discuss Country Strategy Papers (CSPs) and Country Strategy Notes (CSNs) and memoranda from DEC staff or from the Vice President and Chief Economist (DECVP) commenting on a CSP/CSN. The files for all years include memoranda from the Chief Economist to the chair of the Loan Committee stating DEC's position on a document to be discussed by the Committee; memoranda from Regional staff to the LC chair; intra-DEC memoranda regarding DEC's position on a proposed loan or credit, and minutes of Regional Loan Committee meetings.

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

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

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

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

Photograph library

This series consists of photographs created by or for departments responsible for the external affairs function in the World Bank. The majority of the photographs included here were managed by Information and Public Affairs Department (IPA) staff responsible for the Photograph Library. Photographs were taken by Bank staff or were received from other sources, including contracted photographers, country representatives, among others. The Photo Library loaned or provided copies of photographs to external organizations, including publishing companies, newspapers, magazines, governments, and academic institutions. Photographs were also used in Bank publications and other promotional displays and projects in the World Bank Group headquarters and field offices.

This series contains an extensive collection of country photographs documenting project sites, and loan and credit signing events. The majority of these photos document International Bank for Reconstruction and Development (IBRD) and International Development Association (IDA) projects from 1946 to 2001, but projects financed by the International Finance Corporation (IFC) between 1962 and 1981 (predominant 1978-1980) are also represented. Country photos may also include images of cities, villages, dwellings, people, streets and markets, transportation, and water supply. Photographs documenting membership signings of the IDA and the International Centre for Settlement of Investment Disputes (ICSID) are also included. The majority of these photographs are 8x10black and white prints mounted on cardboard, often with captions on the reverse. More recent images are 35mm color slides often contained in binders. Some of the IFC project images are black and white negatives.

Photographs of World Bank staff, including Bank Presidents, as well as Executive Directors are included in this series. Photographs are generally portraits but, in the case of senior staff and, especially, Bank presidents, images documenting activities, meetings, trips, and other important events are also included. Photographs are 8x10 black and white prints and are, in most cases, mounted on cardboard, occasionally with captions on the reverse.

Photographs of Bank-owned buildings, including those in Washington DC and, in lesser number, Paris, France, are included. Images are of building exteriors and also include building interiors and the office of President Robert McNamara. Photographs date from 1946 to 1982 and are black and white prints of various size, some of which are mounted on cardboard.

Photographs from the Bretton Woods Conference held at Bretton Woods, New Hampshire in July 1944 are also included. Photographs include images of various national delegations as well as notable attendees. A small number of group photos and photos of country representatives signing International Bank for Reconstruction and Development (IBRD) Articles of Agreement are also included. Note that these photographs were originally taken by press sources and by the Office of War Information of the United States Government. Photographs are black and white prints of various size, some of which are mounted on cardboard with captions on the reverse.

Photographs documenting the Bank's Annual Meetings are also included in this series. These photographs show prominent guests, Bank staff, speakers, and events and are included for every year between 1946 and 1986 with the exception of 1976. Annual Meetings from 1994 to1996 and 1998 are also included. The majority of photographs are black and white prints of various size, some of which are mounted on cardboard with captions on the reverse. Some of the photographs from the 1990s are color prints or slides.

A small amount of textual records relating to the management of the photograph library and procurement of photographs are also included. These records, dating from 1959 to 1968, primarily relate to hiring photographers to travel to Bank member countries and photograph ongoing Bank-funded projects. Many of these contracts are with photographers represented by Black Star Publishing Co., Inc., in New York, New York. Much of the series contains correspondence with Black Star as well as with the photographers themselves discussing contracts, logistics, and related matters.

Textual records in this series also include correspondence between staff in the Bank's Information Department responsible for photograph lending and external correspondents representing publishing companies, academic institutions, international organizations, etc. Correspondence generally concerns requests and logistics related to the loan of photographs from the World Bank photo library. These records date from 1966 to 1968.

The series also contains single copies of the Bank publication "Loans at Work". Included are copies from 1950 through 1967 with the exception of 1951, 1956, and 1966. These publications, which provide country and regional lending information but primarily consist of photographs, were maintained by the Photo Library staff. Some of the publications contain annotations next to photographs indicating where in their library the photograph was stored.

Slides and black and white prints of images used in the 1984 to 1986 World Bank Group Annual Reports are also included in this series. A folder containing prints of diagrams and charts as well as a folder containing notes related to the creation and publication of the reports are are also included.

A small number of Photo Library brochures dating from 1983 and 1984 are also included in this series.

Agenda, minutes, and other records of the Operations Committee

This series of Committee records was compiled by Cosmos Linus Robless, Senior Operations Advisor, Office of the Senior Vice President - Operations. It includes four types of records:

  • (I) Agendas of meetings, 17 February 1988 to 25 May 1990, arranged by date of meeting;

  • (II) Minutes and Postscripts of meetings, 3 March 1988 to 25 May 1990, arranged by date of meeting;

  • (III) Initiating Memoranda discussed at Operations Committee meetings, 29 March 1989 to 27 March 1990;

  • (IV) Memoranda to Committee members regarding papers to be discussed at meetings and Committee procedures and schedules, June 1987 to April 1990.

Agenda and minutes of meetings, and background documents: Loan Committee and Operations Committee

  • WB IBRD/IDA LC-03
  • Reeks
  • December 1991 - July 1997

The files for each meeting include the formal agenda and minutes of the meeting and extensive background documentation such as the project proposal (e.g., Final Executive Project Summary) and related memoranda forwarded from a region, memoranda from various units in the Bank commenting on the proposal prior to the Committee's meeting, handwritten notes taken during the Committee's meeting, draft minutes and comments on drafts, and follow-up memoranda and correspondence regarding the project. The files for the period from December 1991 to December 1995 were maintained by Orsalia Kalantzopolous, assistant to Managing Directors Ernest Stern and Gautam Kaji. When the Operations Committee replaced the Loan Committee in January 1996, the committee secretariat was transferred to the Office of the Director, Operations Policy Department (OPRDR), and John D. Shilling was appointed secretary to both the Operations Committee and the Operations Policy Committee.

Loan Committee project files

  • WB IBRD/IDA LC-06
  • Reeks
  • 1971 - 1987 (predominant 1980 - 1987)

The files typically contain: discussion memoranda; discussion memoranda transmittal sheets; loan agreements; guarantee agreements; project agreements; reports and recommendations of the IBRD President to Executive Directors; agreements amending guarantee agreements; and memoranda regarding either withdrawal of loan offers or loan modifications. A small number of files contain minutes of Loan Committee meetings. Project files for the Bahamas (1973) and Barbados (1973) include memoranda and other documents relating to their applications for membership in the IBRD and documents indicating approval actions taken by the IBRD.

The bulk of these records are dated 1980 - 1987. Very few Loan Committee project files survive from the 1970s because in September 1971 the Committee and the staff of the Bank's Administration Department decided that once a project file was more than two fiscal years old, it would be discarded.

Chronological File of Director-General Robert Picciotto

This series contains copies of the letters, memoranda, and electronic messages Robert Picciotto sent from September 1992 to June 2001, the period during which he was Director-General, Operations Evaluation (DGO).

Picciotto's files for September 1992 to December 1996 contain only copies of outgoing correspondence; copies of attachments to his outgoing correspondence are not routinely included until 1996. Beginning in January 1997, incoming letters and electronic messages are filed with Picciotto's replies,and his handwritten responses are often written on incoming correspondence. His correspondence is with: President Wolfensohn; OED staff; officials in other organizations and countries who were responsible for performance evaluations or development assistance; officials in countries in which OED was conducting a Country Assistance Review (CAR) or Evaluation (CAE); editors of scholarly journals; members of the Committee on Development Effectiveness (CODE) and its predecessor, the Joint Audit Committee; and members of the Evaluation Cooperation Group (ECG). His correspondence with OED staff primarily concerns: OED work programs, evaluation process issues and specific evaluation projects; planning for OED seminars and workshops and for the annual OED staff retreat; the deliberations of the Evaluation Cooperation Group (ECG) which Picciotto chaired; efforts to establish an International Development Evaluation Association; and the establishment of the Comprehensive Development Framework (CDF) Evaluation Steering Committee. Specific records include: Picciotto's replies to applicants for Bank positions; his comments on draft Bank publications or directives; his response to a report regarding the Bank from the Allan Meltzer Commission; his input for President Wolfensohn's speeches or articles; copies of his own articles; and a draft of the OED booklet, Evaluation in the Bank and IFC. This series also includes nine letters and memoranda, dated July 1992 - August 1992, which Picciotto sent while still Vice President of Corporate Planning and Budgeting (CPBVP).

Policies and Procedures

This series consists of records related to the development of policies and procedures for the OED. Policies and procedures for OED programs and work products were developed in intra-OED correspondence, staff meetings, retreats, committees, and working groups and via Bank-wide task forces, committees, issuances, and operational manuals. The majority of the series consists of records created and received by the OED Directors-General (OEDDG) and OED Directors (OEDDR) that relate to the development of Department policies and procedures. Most of these guidelines relate to the creation of OED work products, such as audit reports, impact evaluation reports, Country Assistance Reviews and Evaluations, and special evaluation studies.

The series also consists of records documenting meetings of the Department Management Team (DMT) as well as records related to Departmental Management Team retreats.

Bound Reports and Studies Maintained by the DGO's Reference Library

The series consists of three sets of leather bound volumes that were maintained in the Office of the Director-General, Operations Evaluation (DGO). Volumes are titled: Annual Reports - Annual Reviews - JAC Reports - JAC Subcommittee Reports (October 1971 - November 1995); Project Evaluation - Project Performance Audit Reports (PPARs) - Project Completion Reports (October 1972 - August 1994); and Special Studies - Impact Evaluation Reports (July 1973 - August 1994).

Photo albums

Three albums of color photographs, the first of a fashion show luncheon on 1963-10-02 hosted by Louise Woods and Mrs. Pierre-Paul Schweitzer, wife of the Managing Director of the International Monetary Fund, for wives of attendeesat the Annual Meeting of the Board of Governors; the second of a luncheon hosted on 1966-09-26 by Mrs. Woods and Mrs. Schweitzer for the same group during the Annual Meeting; and the third of the farewell dinner given for George D. and Louise Woods by the Executive Directors of the World Bank on 1968-03-29. All with captions.

Utilities Projects Department research and studies

  • WB IBRD/IDA WB_IBRD/IDA_120-01
  • Reeks
  • March 27, 1975 - June 23, 1976

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.

Finance files

The series consists of records related to the management of IBRD, IFC, and IDA funds that were maintained in the Central Files system. The records were predominantly created between 1946 and 1977, except for a single file dating to 1978. Records originated primarily in the Treasurer's Department and its divisions as well as the Office of the Controller that was initially established in the Administration Department in 1948. Records of the Office of the President and Office of the Vice President were also centralized until 1968 and there is some correspondence originating mainly from Presidents John McCloy, Eugene R. Black, and George D. Woods. The correspondence includes internal memoranda mostly between the Bank treasurer or controller and the president or vice president, as well as letters exchanged between these Bank offices and government and corporate bank officials. The records in this series cover the development and maintenance of accounts and accounting systems, reporting of financial information, management of investments, and advancement of overall financial policy of the World Bank Group. This series does not contain records of the World Bank units responsible for donor-based resource mobilization functions related to cofinancing and trust funds or program and budgeting.

The general subject files (1946 - 1974) comprising the series contain mostly internal memoranda to and from the treasurer and controller. Incoming and outgoing cables, draft and final Board of Executive Directors resolutions and reports, Financial Policy Committee reports, Advisory Council notes, data tables, Secretary's memorandum, and other records are also often found within the files. There are also files containing IBRD and IDA monthly financial statements (1946 - 1968) from the Treasurer's Department and a financial statement prepared by Price Waterhouse & Co. dated June 30, 1946 shortly after IBRD began operations. Bank press releases are also attached to some of the financial statements. Other financial statement files arein the form of memoranda regarding the translation, printing, and proofing of financial statements in other languages (1952 - 1969).

Also among the general subject files, capital stock records provide information about the Bank's earliest financial operations and policy decisions. These files contain mostly internal memoranda regarding various capital stock subscription issues such as calls for payment of subscriptions and delays in payment, enquiries about exchange rates, data regarding Bank and Fund member subscriptions and quotas, and procedures of payment with gold. Early records also relate to potential income of the Bank and establishment of the fiscal year. Memoranda is occasionally filed with: data tables such as a comparison of subscriptions or capital structure; excerpts of resolutions of Advisory Council or Board of Directors; draft circulars, some with handwritten annotations; final printed circulars and revised copies, such as the instruction to depositories on the establishment and maintenanceof accounts for IBRD; draft letter to government officials notifying of subscription payment written in June 1946 prior to the Bank's operations; draft and final first reports and second report (both dated May 1946) of the Committee on Capital appointed by the executive directors and chaired by Bank Treasurer Daniel Crena de Iongh; and the Committee on Interpretation 1946 report and note on interpretation of the Articles on Agreement.

Finance subject files also relate to general investment and pension fund investment management, also referred to as staff retirement plan (1948 - 1977), portfolio sales and participation (1972 - 1978), audits and appointment of auditors (1946 - 1974), and overdue service payments (1987). The investment files cover various matters including the development of policy and procedures, interpretation of the Articles of Agreement, and discussions and decisions about investment of Bank holdings in various countries, investment returns, the sale of gold, and audit of investments. Data tables occasionally filed with the memoranda detail schedules of investment securities, U.S. government bonds owned by IBRD, and other financial data.

A set of individual files for each IBRD account according to bank name (1946 - 1974) contains mostly correspondence relating to opening of accounts and policy regarding transactions. The earliest institutions represented in the files include the United States Federal Reserve Bank and American Security and Trust (from 1946), Bank for International Settlements (1947), Banque National Suisse (1948), Chase Manhattan Bank (1949).

IBRD general currency files (1946 - 1974) include correspondence and other material concerning local expenditure and local currency loans, devaluations of currencies on loans, convertibility, exchange rates and risks, repayment of non-dollar currency and supplying non-dollars under dollar loans, losses as a result of devaluation, maintenance of value, and Bank policy material on clauses in loan agreements and denomination. The series also contains currency files by country of origin (1951 - 1971), several which are thin in volume, and cover a variety of topics including currency proposals and problems, loan transactions, and revaluations. Correspondence is filed with financial data tables and forecast reports.

There is also correspondence and statements relating to time deposit investment accounts (1959 - 1972) held in various commercial banks. Files are arranged according to bank.

Records related to IFC finance include general accounts management arranged by bank (1956 - 1971), and time deposit files (1961 - 1971) also organized by bank name. Among the earliest account files (1956) are Federal Reserve Bank and American Security and Trust. Other files (1956 - 1971) relate to financial statements, investments, audits, forecast on income, interest on late payments, reserve against losses, stock options and equity holdings, consultants, and two files concerning borrowing (1969 - 1971).

IDA finance files contain correspondence and other records related to general accounts and opening of accounts by bank (1960 - 1977), several of which relate directly to transactions with the US Federal Reserve and depository statements (1960 - 1971). There are files related to financial statements (1961 - 1971) and related correspondence, time deposits (1960 - 1971), currencies (1960 - 1971), and audits (1961 - 1971). From 1972 to 1977 there are only files titled "Miscellaneous IDA" and a "general" file (1987) and these cover the various aforementioned subjects. There is also a small volume of records related to the fourth, fifth, and eighth IDA replenishments (1971 - 1977, 1987) originating mostly from the Controller and Legal Departments as well as the Office of the Vice President of Finance. Also included in the IDA files is a transcript of proceedings of the IDA meeting on criteria for country allocation of IDA resources, June 3, 1977.

Report preparation and President's memoranda

  • WB IBRD/IDA WB_IBRD/IDA_116-05
  • Reeks
  • 1968 - 1970

Series consists of records related to the preparation, publication, and follow up of the Commission's final report, titled "Partners in Development" issued in September 1969. The series includes: draft outlines of the report produced in 1968 and 1969 including an outline prepared by Chairman Pearson; internal memoranda regarding comments on the report outline and discussion about content between Commission Executive Secretary Edward K. Hamilton, Deputy Executive Secretary Ernest Stern, other Commission staff, and World Bank staff; preliminary drafts and final version of the Commission's report; and correspondence pertaining to the report's publication. Also included in the series is World Bank President's Memoranda on Report Recommendations, the 1970 official Bank response to the findings of the Commission initiated by President Robert S. McNamara.

Consultative Group on International Agricultural Research planning files

Series contains records documenting the origins and first year of operation of the Consultative Group on International Agricultural Research (CGIAR) that were maintained by Central Files and created primarily by the Development Services Department (DSD) between 1969 and 1971. A single item dated 1968 is a copy of the by-laws of the International Institute of Tropical Agriculture. Co-sponsored by the World Bank Group, the Food and Agriculture Organization (FAO), and the United Nations Development Programme (UNDP), CGIAR was established in May 1971 as an informal association of countries, international development agencies, and private foundations to support a network of international agricultural research centers.

Records in this series consist mostly of correspondence between Bank staff assigned responsibility for implementing proposals for CGIAR including DSD Director Richard H. Demuth and Arie Kruithoff and their counterparts at the Rockefeller Foundation, Ford Foundation, United Nations Development Programme (UNDP), Food and Agriculture Organization (FAO), the individual research institutes to be financed through CGIAR, and senior managers of the Bank principally Warren C. Baum and Vice President, Operations J. Burke Knapp. A smaller volume of correspondence is from L.J.C. Evans of the Bank's Agriculture Projects Department, concerning agricultural research summary of meetings.

Other records included in the series are summaries of meetings of agricultural research institutes including the International Institute of Tropical Agriculture, speeches, and study papers and reports produced by the initial agricultural research institutes funded by CGIAR including annual and financial reports. The series also consists of a set of documents on the first meeting of the CGIAR held in January 1971.

Photographs

  • WB IBRD/IDA WB_IBRD/IDA_116-01
  • Reeks
  • 1968 - 1969

Series consists of photographs of members of the Commission on International Development created between 1968 and 1969. Photographs include black and white portrait photographs of Chairman Hon. Lester B. Pearson and individual portraits of the seven other Commission members: Sir Edward Boyle, Roberto de Oliveira Campos, C. Douglas Dillon, Dr. Wilfried Guth, Sir W. Arthur Lewis, Robert E. Marjolin and Dr. Saburo Okita. Also included are black and white group photographs of the Commission and color photographs depicting the Commission's visit with Pope Paul VI in 1969.

Commission administration records

  • WB IBRD/IDA WB_IBRD/IDA_116-03
  • Reeks
  • 1968 - 1969

The series consists of administrative records related to the establishment and administrative functions of the Commission. Records in the series relate to the Commission's terms of reference, budgeting, personnel recruitment, office services, the use of consultants, requisitions for research materials and supplies, and travel and expenses of Commission members. The records concerning recruitment and consultant contains correspondence between the Commission and external organizations such as Organization for Economic Co-operation and Development (OECD), United Nations and Overseas Development Institute.

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

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

Director-General Robert Picciotto's Files on the Independent Evaluation of the Pilot Phase of the Global Environment Facility (GEF)

The series consists of records related to the Global Environment Facility (GEF). The GEF was a three-year pilot program begun in 1991 to provide grants and low interest loans to developing countries for programs to relieve pressures on global ecosystems. The Facility was a co-operative venture among national governments, the World Bank, the United Nations Development Program (UNDP) and the United Nations Environment Program (UNEP). In April 1992, GEF participants agreed that its structure should be modified, and at a subsequent meeting in December of that year in Abidjan the participants requested an independent evaluation of the Pilot Phase.

Correspondence regarding discussions held within the Bank regarding the GEF independent evaluation of the Pilot Phase are part of the series, including minutes of a January 25, 1993, meeting on the topic convened by the Chief, Infrastructure and Energy Division (OEDD3) at which ENVGE (Global Environment Facility Administration) was represented. Drafts of the Terms of Reference (TOR) to be presented at a GEF meeting in Rome on March 4-5, 1993, are part of the series. Drafts of the Inception Memorandum for the independent evaluation, the Inception Report, and the Terms of Reference prepared after the Rome meeting are also part of the series. Most of these records were prepared following a March 12, 1993, meeting attended by the Deputy Director of UNDP's Central Evaluation Office (CEO), the Chief of OEDD3, and an OEDD3 consultant (John Malone). Establishment of an Independent Panel of Experts for the GEF evaluation was discussed at this meeting. Copies of letters of invitation extended to individuals selected to serve on the panel are part of the series.

Memoranda, paper copies of electronic and facsimile messages, correspondence, newspaper articles, and news releases in the series document the work of the Independent Panel of Experts (Independent Evaluation Panel [IEP]) and the three Evaluation Managers (Robert Picciotto - DGO, World Bank, Gus Edgren - UNDP, and Nay Htun -UNEP) responsible for conduct of the evaluation. Also documented are the managers' contacts with the Chairperson of IEP (Dr. Alvaro Umata), the principal evaluators (Jim Kelly - UNDP, Andrea Matte-Bakers, and Stjepan Keckes - UNEP, John Malone - World Bank), and the Evaluation Staff Coordinator (W. Haven North - World Bank).

The series includes: the final Inception Memorandum; work plan outline and budget for the evaluation; agendas, discussion papers, and minutes of meetings of the IEP and of GEF participants; copies of the questionnaires distributed to GEF participants as part of the evaluation; a draft Project Evaluation Form (PEF) consisting of a summary of questionnaire responses; and the interim and final reports of the evaluation. A copy of Global Environment Facility-The Pilot Phase and Beyond, Working Paper Series, Number I, May 1992, contains the text on the restructuring of the GEF approved by participating governments on April 30, 1992. Also in the series is the July 20, 1993, Back-to-Office report of Hideki Mori (OEDD3), of a GEF evaluation mission to Japan, Thailand, and Lao People's Democratic Republic from June 16 to July 5, 1993.

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