Imprimir vista previa Cerrar

Mostrando 110 resultados

Descripción archivística
Records of the Office of the Chief Economist Serie
Imprimir vista previa Ver :

Records Relating to Capital Market Seminars Sponsored by the Economic Analysis and Projections Department (EPD) and to Other Conferences and Seminars Sponsored or Attended by DEC Staff

This series consists of records relating to the capital markets seminars sponsored by Economic Analysis and Projections Department (EPD) and to conferences and seminars attended by staff from EPD or other DEC units. Beginning in 1979, EPD organized annual capital market seminars on private capital flows to developing countries. This series contains files for the seminars held September 29, 1980; September 28, 1981; February 7, 1983; and March 19 - 20, 1984. Included for each seminar are invitations toparticipants and their replies, agenda and schedules, lists of participants, EPD correspondence with participants, summaries of the proceedings, and copies of some of the papers presented at the seminars. There is also some preliminary planning memoranda for the April 4, 1985 seminar.

Files in this series relating to other conferences include: copies of papers presented at the World Bank seminar on Technology and Long-Term Economic Growth Prospects, November 16 - 17, 1988; detailed notes from the World Bank Workshop on Prospects for Growth in Industrial Countries, June 13, 1984, which was chaired by Jean Baneth, Director of EPD; EPD staff member Martin Wolf's Back-to-Office Reports and copies of his papers presented at two meetings on international textile trade, October 29 - 30, 1979 and May 27 - 29, 1980; Jean Baneth's copy of a detailed summary of the Export Credit Agencies Conference, May 5 - 7, 1986; and the participants' package for a seminar sponsored by the Country Economics Department (CEC) on Macroeconomic Adjustment and Growth Seminar, October 18 - 20, 1989. In addition, there are copies of papers and remarks that EPD staff member Joseph Michael Finger presented at a June 23- 25, 1982 Institute for International Economics Conference on Trade Policy in the 1980s and a copy of a 1981 paper, The Outlook for the 1980s with Particular Reference to Trade, by EPD staffers Helen Hughes and Ernest Lutz.

International Economic Analysis and Prospects Division (IECAP) Files Relating to the Long Term Surveys of Country Ecoinomics and to the Short-Term Outlook

The Long Term Surveys of Country Economists and Short-Term Outlook were products of the Global Analysis and Prospects Division (EPDGL) under the Economics and Research Staff and its successor, the International Economic Analysis and Prospects Division (IECAP). The Long Term Survey, which was prepared once a year, contained ten-year GDP projections for developing countries and provided key data for the World Development Report. Short-Term Outlook was prepared twice a year for the Executive Board.

Included for the Long Term Surveys are: the results of the second and fourth (1985 and 1987) Surveys and the Guidelines for the second and third (1985 and 1986) Surveys. The Guidelines were sent to Regional Senior Economists and Country Economists and included the Planning Assumptions Committee's projections for the global macroeconomic and financial indicators used in the survey.

The records relating to the Short Term Outlook (STO) include: a January 24, 1989 Statement by the Staff on the Short-Term Outlook which appears to been presented to the Board of Executive Directors; a copy of Stanley Fischer's March 1, 1990 statement to the Board; a summary by Arman M. J. Van Nimmen (EDINU) of the March 1, 1990 Board meeting which was devoted entirely to a discussion of the STO; and a copy of Stanley Fischer's August 2, 1990 introductory statement to the Board regarding the summer STO.

Back-to-Office Reports from Bank Liaison Officers to the Paris Club

These reports were prepared by Bank officials designated to serve as liaison officers to the Paris Club. The Paris Club refers to meetings held since 1956 that have arranged, when necessary, for the renegotiation of debt owed to official creditors or guaranteed to them. Neither the World Bank nor the IMF is a member of the Paris Club, but the IMF has played an important role in developing debt restructure packages with commercial Banks. Both the Paris Club and the commercial Banks require debt or countries to have agreed on a stabilization program with the IMF as part of the renegotiation process.

The reports for Paris Club meetings held from April 1990 to November 1991 were prepared by Per Ljung, Economic Adviser, Economic Advisory Staff (EAS) in the Office of the Senior Vice President, Operations (OPNSV). Reports were addressed to Moeen Quereshi, OPNSV. In a 6 February 1991 memo addressed to all Country Directors and Country Operations Department Chiefs, Ljung announced a change in distribution of theParis Club Back-to-Office Reports (BTOs). Previously, a BTO was distributed to a Country Director only when a country coming under that Director's purview had its debt rescheduled or was among the countries discussed during Tour d'Horizon sessions at the Paris Club Meeting. Future reports were to be distributed to all Country Departments, and separate copies were to be sent to the Director and to the Country Operations Chief. The report covering the 19 November - 22 November 1991 Paris Club meeting was prepared by Ljung and Ljung's successor, Michael Lav, Economic Adviser, EAS [Economic Advisory Staff, later Development Policy Group -DPG] under the Office of the Vice President, Development Economics and Chief Economist (DECVP).

Lav's (or his alternates') BTOs cover meetings attended from December 1991 to December 1993 and were addressed to DECVP. Most of the reports of Lav's successor, Ronald P. Brigish, who served as Operations Adviser, International Economics Department (IEC) were addressed to the Director, IEC. Brigish's reports cover Paris Club meetings attended from January 1994 to December 1995. The BTOs for the January-April 1996 meetings were prepared by Fred Kilby, Economic Adviser, and International Finance Division (IECIF) and were addressed to the Director; IECIF.

The BTOs identify the countries and subjects discussed at each meeting and decisions reached with regard to rescheduling countries' debts. Summaries (by country) of discussions at Tour d'Horizon sessions, copies of the Agreed Minute, copies of statements made at the meetings by representatives of countries requesting debt rescheduling and by various organizations represented at the meetings including the IMF, World Bank, and UNCTAD [United Nations Conference on Trade and Development], and copies of Club correspondence are parts of many of the reports. Some reports are marked Confidential. The Paris Club met monthly except during the month of August or when cancelled.

Records of the 1992 Tokyo Trip of D.C. Rao, Director, International Economics Department (IEC)

This series consists of the records that D.C. Rao, Director of the International Economics Department (IECDR), compiled from his trip to Tokyo, April 1 - 10, 1992, to attend the annual seminar on world debt arranged by the Japan Center for International Finance (JCIF). Included are: a copy of Rao's April 14, 1992 Back-to-Office Report sent to Chief Economist Lawrence Summers; a copy of the opening statement Rao delivered at the seminar; and briefing papers Bank staff provided him and Masood Ahmed, who accompanied Rao to Japan, prior to their departure.

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.

Reading File of Michael Lav, Economic Adviser, Development Policy Group (DPG) and Bank Liaison to the Paris Club and the Berne Union

The series consists of documents sent electronically by Michael Lav within DEC and to other parts of the Bank; a few documents were sent by other DPG staff and a staff member of PRDTP [Trade Policy Division, Policy Research Department]. The documents relate to Lav's responsibilities as Bank Liaison Officer to the Paris Club and to the Berne Union. Several of the e-mails concern transition arrangements for his successor, Ronald P. Brigish, as Bank Liaison Officer to the Paris Club as well as transition arrangements for the Bank Liaison Officer to the Berne Union. Organizational responsibilities for both were shifted to the International Economics Department (IEC) on November 22, 1993. Several of Lav's documents concern preparations for Paris Club and Berne Union meetings in 1993, papers and statistical information being prepared in the Bank for Paris Club meetings, and arrangements for a 30 November 1993 - 1 December 1993 visit to the Bank of a Berne Union President's Group representing some of the major export credit and investment agencies.

The series also includes documents concerning debt swaps and containing comments on Initiating Memoranda (IMs) for an adjustment operation, an adjustment loan, and a Sri Lanka project, and Country Assistance Strategy (CAS) papers. A November 19, 1993 document from a staff member from the Information, Technology and Facilities Department (ITF) to the Director of the Planning and budget Department (PBDDR) reports on the status of the renovation of the Edward R. Murrow Park (Reservation 30) in front of the World Bank Main Complex.

Reading File of The World Development Report (WDR) Team

The series consists of documents sent electronically within the WDR team, to other parts of DEC, and to other Bank organizations. The WDR team reported directly to DECVP and had primary responsibility for the Bank assessment of the state of the global economy found in the annual WDR and for selecting an aspect of development to be analyzed in depth for the annual report. The documents in this series reflect the process of information gathering, analysis, and review involved in the preparation of the annual WDR, including briefing of the Bank President. Also documented is the collaboration that took place with other Bank organizations for information and data needed for the report as well as consultation with outside groups including NGOs. Summaries of meetings at which the WDR was discussed are in the series. Michael Bruno was DECVP for most of the period covered by these records.

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.

Correspondence Regarding Collaboration between the World Bank and the International Monetary Fund (IMF)

This series contains the incoming and outgoing correspondence of the Vice President and Chief Economist that concerned collaboration between the World Bank and the International Monetary Fund. It is primarily the correspondence of Chief Economists Fischer and Bruno; there is very little from Lawrence Summer's tenure. The correspondence is with DEC staff and managers, managers in other Bank units, and IMF managers and concerns proposed topics for the periodic luncheons between the Bank's President and the Fund's Managing Director with summaries of those luncheon discussions drafted by DEC staff; comments from Bank staff on draft IMF papers; IMF comments on draft Development Committee papers; attendance of Bank staff at IMF Board meetings and Board seminars and summaries of those meetings and seminars from Bank staff; duplication of effort between the Bank and the Fund; policy on disclosure of Policy Framework Papers; Bank procedures for Policy Framework Papers; proposals for joint Bank/Fund studies; planningfor a joint retreat in 1995; guidelines for Bank-Fund collaboration on public expenditure issues; and DEC representation on the IMF Working Party on Measurement of International Capital Flows. Included in the series is a July 5, 1990 draft of the joint Bank/Fund report, World Bank and International Monetary Fund Progress Report on Bank-fund Collaboration.

Files Maintained by Fred D. Levy, Senior Adviser, Economic Advisory Staff on the Berne Union

These files were maintained by Fred D. Levy, Senior Adviser, Economic Advisory Staff (EAS) while representing the Bank as an observer to the Berne Union and coordinating meetings of Berne Union representatives at the Bank. The International Union of Credit and Investment Insurers (Berne Union) was formed in 1934 with members from France, Italy, Spain the United Kingdom. By 1988 the number of members had increased to over 30. Its purpose was to foster international acceptance of sound principles of export credit insurance; to establish and maintain discipline in terms of credit for international trade; to maintain sound principles of foreign investment insurance; to encourage a favorable investment climate; and to exchange information, assistance, expertise, and advice in relation to the commercial and political risks associated with export credit and investment insurance.

  • At the beginning of the series are memoranda, telex messages, draft and final schedules of country reviews, and Levy's detailed handwritten notes taken at meetings between the Bank and representatives of the Berne Union [International Union of Credit and Investment Insurers] visiting with the Bank and the IMF, respectively, on November 2 and 3, 1987. These are followed by files containing Levy's reports to Moeen Quereshi, Senior Vice President, Operations of Berne Union Annual General Meetings and meetings of the Berne Union Export Credit Insurance Committee and Investment Insurance Committee from 1988 to 1990 at which he represented the Bank as an observer. The extensive reports cover discussions of countries under review at those meetings and are filed with Levy's handwritten notes taken during the meetings.

The files containing Levy's 1988-1990 Berne Union meeting reports also include draft and printed meeting agendas and lists of participants, copies of papers discussed at the meetings, and copies of formal meeting minutes provided by the Berne Union Secretariat. A file titled Berne Union Meeting briefing book contains handwritten notes arranged by country that appear to have been prepared by Levy in 1989 during briefings given by Regional Office staff. The name of the staff member giving the country briefing and the date are usually included in the notes. Printed statistical information, Country briefs, and correspondence are included for some countries.

Also part of the series is a Back-to-Office Report prepared for the files by Vinod Dubey, Director, EAS of a meeting of the Export Credit Group of OECD [Organization for Economic Cooperation and Development] in Paris on June 13, 1989 at which he participated in a discussion of Export Credit cover for countries with payment difficulties. Copies of meeting papers and a list of meeting participants accompany the report. A copy of the report to the Director, EAS, of the 1987 Annual General Meeting of Berne Union prepared by Jeffrey Katz, Resource Mobilization Department (FRM), who represented the Bank as an observer, is also in the series.

Records Maintained by Mary Shirley While Serving with the Secretariat for the Private Sector Development Review Group, the Private Sector Development Committee, and the Private Sector Development Working Group

This series contains records maintained by Mary Shirley who was assigned to the secretariat for the Private Sector Development Review Group, the Private Sector Development Committee, and the Private Sector Development Working Group. She also served as head of the Private Sector Development Unit in the Public Sector Management and Private Sector Development Division (CECPS) of the Country Economics Department (CEC) and later as chief of the Finance and Private Sector Development Division (PRDFP) of the Policy Research Department. As part of her various secretariat duties, Shirley also had the lead in preparing an annual progress report on the Bank's efforts to promote private sector development (PSD).

The PSD Review Group was created in February 1988 to assess the Bank's work on PSD and to recommend specific ways to strengthen and expand it. The Review Group's report was presented to the Executive Directors in August 1988, and, in response, management set up a Task Force led by CECPS to prepare a World BankGroup Private Sector Development Action Program. The Action Program was adopted in January 1989, and management then set up the PSD Committee in March 1989 to implement the Action Program and to report annually on PSD progress. In November 1990, President Conable established the Working Group on PSD, chaired by D. Joseph Wood, to propose how to best orchestrate the support provided by the IFC, MIGA, and the Bank to promote private sector development.

Specific records in this series include various drafts of the PSD Review Group's report and of the Task Force's PSD Action Plan; Terms of Reference for and minutes and agenda of meetings of the PSD Committee and the Working Group on PSD; multiple drafts of annual PSD progress reports and of the Working Group's reports on PSD prepared for the Development Committee; a February 1992 draft of the Third Report on Adjustment Lending; and 1992 - 1993 reports from the Regions on the status of their private sector assessments. The series also includes copies of background reports and papers, 1979 - 1987, on the Bank's private sector development efforts and on institutional development work in the Bank and Shirley's summaries of a workshop on PSD held June 27 - 29, 1989 and of a conference, Institutional Development and the World Bank, held December 14 - 15, 1989 at the World Bank.

Reading File Maintained by Mary Shirley While Serving as Chief, Finance and Private Sector Development (PRDFD) and During Prior Bank Assignments

The correspondence in this series was maintained as a personal reading file by Mary Shirley during successive assignments at the World Bank from 1980 to 1995 serving as: Economist/Loan Officer, Country Programs Department I (LC1D), Office of the Regional Vice President for Latin America and the Caribbean, 1980 - 1982; Senior Economist, Projects Advisory Staff (PAS), Office of the Vice President, Operations Policy (OPSVP), 1983; Senior Economist and later Public Enterprises Adviser, Public Sector Management Unit (PPDPS), OPSVP, 1983 - 1987; Public Enterprises Adviser, Public Sector Management and Private Sector Development Division (CECPS), Country Economics Department, Office of the Vice President, Development Economics and Chief Economist (DECVP), 1987 - 1990; Chief, CECPS, 1990 - 1993; and Chief, Finance and Private Sector Development (PRDFP), Policy Research Department (PRD), 1993 - 1995.

Incoming correspondence is sometimes filed with copies of letters, memoranda, reports, papers, and informal communications prepared by Shirley. Shirley's earliest correspondence while assigned to LC1D was primarily with Division Chief Francisco Aguirre-Sacasa and government officials. The majority of the correspondence in the reading file centers on her work after leaving LC1D in 1982. The subjects of much of this later correspondence, exchanged primarily with Bank staff, relate to public enterprise issues, particularly in developing countries; private sector development; and privatization. Research and projects in all of these areas are covered in her correspondence.

Throughout the series are Back-to-Office Reports (BTOs) prepared by Shirley following numerous missions she led to various parts of Latin America, Europe, Asia, and Africa. She also represented the Bank at meetings of the Development Assistance Committee (DAC) in Paris (1987, 1990) when issues relating to private sector development were discussed. BTOs for these meetings are part of the file. Correspondence concerning Shirley's participation in the Committee on Private Sector Development and other Bank initiatives, along with a small amount of correspondence concerning her work on the World Development Report at the end of her LC1D assignment in 1982, are in the series. Throughout the series are letters of invitation for speaking engagements from academic institutions and professional groups both within the United States and abroad and Shirley's responses.

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.

Background Materials Compiled by the Public Sector Management and Private Sector Development Division (CECPS), Country Economics Department (CEC) for Privatization: The Lessons of Expereince

These files contain the background materials compiled for use in a study carried out by Sunita Kikeri, John Nellis, Mary Shirley, and other staff from the Public Sector Management and Private Sector Development Division (CECPS) of the Country Economics Department. Their study, published by the World Bank in August 1992 as Privatization: The Lessons of Experience reviewed the experiences of both developing and industrialized countries with state-owned enterprises (SOEs) and the privatization of those enterprises. The background materials in this series cover issues relating to state-owned enterprises and Bank-supported efforts to privatize such enterprises; public enterprise sector reform projects; structural adjustment programs; enterprise development projects; economic management capacity building projects; divestiture design studies; export development projects; and technical assistance for economic reforms. Most of the materials are Bank Group documents: Staff Appraisal Reports, Memoranda of the President, Initiating Memoranda, and minutes of meetings of the Operations Committee regarding proposed loans and credits; published reports and studies; published EDI [Economic Development Institute] and PRE [Policy, Research and External Affairs Complex] working papers; Back-to-Office Reports from supervision, economic, or technical assistance preparation missions; Country Economic Memoranda (CEM); copies of Intra-Bank correspondence; and World Bank daily news summaries. Non-Bank materials include news articles;copies of book chapters; academic conference papers and lectures; reports published by governments of client countries; IMF newsletters; and annual reports of state-owned utility companies, airlines, and telecom enterprises.

Fact Sheet, Press Release, and Other Materials Concerning the Publication of the 1996 World Debt Table Maintained by the Debt and International Finance Division (IECDF)

This series documents media coverage of the March 1996 release of the sixteenth edition of the World Debt Tables. Included are: copies of the Bank's press release and fact sheet; a transcript of remarks Michael Bruno, Chief Economist, Nawal Kamel, Chief of the Debt and International Finance Division (IECDF), and Masood Ahmed, Director of the International Economics Department, delivered at the National Press Club on March 11; copies of news clippings; and a list of questions and answers relating to the report.

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.

Evaluation Report for SMART (Software for Market Access and Restriction to Trade) Maintained by the Chief, International Trade Division (IECIT)

This series contains a draft and the final version of the report of the joint Bank/United Nations Conference on Trade and Development (UNCTAD) project to evaluate: the development of the SMART [Software for Market Access and Restrictions to Trade] system, the dissemination activities for SMART, and the use that developing countries had made of SMART. These copies of the report were maintained by the Chief of the International Trade Division (IECIT) of the International Economics Department whose staff worked on the project. SMART was a software system to analyze trade, tariffs, and NTBs (nontariff barriers) in OECD [Organization of Economic Cooperation and Development] markets.

Project Files for the UNDP/World Bank Trade Expansion Programme (TEP) Maintained by the Chief, International Trade Division (IECIT)

This series contains the project files for Phase I, 1987-1991 (Project INT/86/033/A/01/42) and part of Phase II, 1991 - 1994 (Project INT/90/036/A/0142) of the joint UNDP/World Bank Trade Expansion Programme (TEP) to provide technical and policy advice to countries that intended to reform their trade regimes. These files were maintained successively by the Trade and Adjustment Policy Division (CPDTA) of the Country Policy Department, the Trade Policy Division (CECTP) of the Country Economics Department, the Trade Policy Division (PRDTP) of the Policy Research Department, and the International Trade Division (IECIT) of the International Economics Department. Jaime de Melo (CECTP) was the original project co-director with Thomas Cox (and later Timothy S. Rothermel) of the Division for Global and Interegional Projects, UNDP. Most of the files concern Phase I of the project and include copies of the formal signed Project Documents for Phase I and Phase II; CECTP staff (Jaime de Melo, Maria Lozos, Vinod Thomas, Oli Havrylshyn, and John Nash) correspondence with Cox, Regional Bank staff, project consultants, and officials in the countries involved in the project; Terms of Reference for project consultants; Back-to-Office reports from CECTP staff and consultants who completed missions in connection with the project; and a copy of the brochure for the project. Documents spanning both Phase I and Phase II include: copies of the 11 Occasional Papers about trade expansion issues written in conjunction with the project; copies of Country Reports chronicling the TEP experience in 16 countries; and summary Country Reports for Morocco, Poland, and Uruguay.

Memoranda and Reports Maintained by the Development Policy Group (DPG) Concerning Procedures and Schedules for Country Strategy Papers (CPSs)

The records in this series were maintained by the Development Policy Group (DPG) and its predecessor, the Economic Advisory Staff (EAS), and consist of the following seven small groupings of memoranda and reports concerning schedules and procedures for the drafting and review of Country Strategy Papers (CSPs):

    1. EAS status reports and memoranda concerning schedules for producing CPSs and slippages in those schedules, November 25, 1987 - February, 19, 1991.
    1. EAS correspondence with Regional staff regarding schedules for CSP Initiating Memoranda, May 24, 1989 - March 16, 1990.
    1. EAS and DPG memoranda regarding revisions of CSP guidelines for inclusion in the Operational Manual (OM) and copies of the relevant sections from the OM, January 5, 1987 - February 4, 1993.
    1. EAS copies of CSP reviews prepared in FY 88 and FY 90 and comments on those reviews, October 10, 1988 - April 27, 1990.
    1. EAS correspondence regarding guidelines for country strategy reviews for IDA countries, March 13, 1990 - June 4. 1993.
    1. EAS memoranda concerning plans for scheduling CSP in FY 1992, February 19 -July 5, 1991.
    1. EAS and DPG correspondence concerning CSP schedules and procedures regarding the content and the review process for CSPs, April 20, 1988 - April 6, 1994.

Research Proposals that were Withdrawn or Rejected

The files for the 1985 - 1988 period for research proposals that were rejected or were withdrawn by the staff members who submitted the original proposals appear to have been maintained by the Secretary to the Research Projects Approval Committee (REPAC). Research funding was limited to departments which normally did not have in-house research capacity such as the Regional departments. For the 1989 - 1997 period, files for research project proposals that were rejected by either Research Advisory Staff (RAD) or the Research Committee (RC) or were withdrawn by the staff member who submitted the original proposal were maintained by RAD.

Among the documents that can be found in rejected files for the 1985 - 1988 period are: the research project proposal submitted to the Research Administrator (RA), comments made on the proposal by RA or by internal or external referees who agreed to comment on the proposal, responses to referees' comments, the report of the REPAC subcommittee to all REPAC members on the proposal; and minutes of the REPAC meeting or correspondence indicating action taken on the project proposal. Appeals of rejections by REPAC are in some files along with REPAC's responses.

A number of files for the 1989 - 1997 period contain requests for information regarding the procedures for requesting funding for a research proposal or for advice as to whether a specific proposal fit within the guidelines of the RC for projects funded from the Research Support Budget. The more complete files for rejected projects for the 1989 -1997 period include: a formal project proposal; correspondence between the RAD staff and the project manager; RAD's correspondence with referees; the referees' comments and the project manager's responses to RAD regarding issues raised by the referees; intra-RAD memoranda regarding the project proposal; a report from the Research Committee subcommittee that reviewed the project proposal; replies from the manager to specific questions from RAD staff; handwritten notes from RAD staff; and the official memorandum from RAD stating that the project had not been approved. There are a few files for pending proposals for which no final action was taken or for which no formal proposal was submitted.

Research Project Files Maintained by the Research Administrator

The records in this series are the official project files maintained by the office of the Research Administrator and predecessor units for research projects funded wholly or in part from the Research Support Budget (RSB). Research proposals were received from the Regions, Sectors, and from DEC or earlier Economics and Research Staff (ERS) units. Research proposals dealt with development policy and planning, finance and trade, capital markets, rural development, industry, infrastructure, poverty and socialwelfare, labor markets, education, environmentally sustainable development including environmental economics, energy, agriculture and natural resources, private sector development, regional development, and population.

The series is arranged in five parts, the first four of which cover overlapping time periods from 1981 to 2000. The fifth segment consists of a single research project file for the 1995-1997 period maintained by a project manager. The bulk of the files in this series include: a project proposal; memoranda to project proposal reviewers for projects that exceeded the cost ceiling for approval by the Research Administrator, reviewers' evaluations of the project proposal; the project manager's response to the reviewers' evaluations; Research Advisory Staff (RAD) memoranda to members of the REPAC [Research Projects Approval Committee] or the Research Committee (RC) subcommittee selected to review the proposal; comments from subcommittee members; the project manager's response to the subcommittee's comments; minutes of the REPAC or RC meeting at which the proposal was discussed; intra-RAD memoranda discussing the project; RAD's memorandum to the project manager conveying approval and funding of the project; Back-to-Office Reports (BTOs) from missions connected to the project; correspondence between the project supervisor and the Research Administrator that may include requests for an extension of the project completion date or for additional funds; budget tracking reports; a project completion report on a standardized form; and copies of the publications and papers that constituted the output from the project. Not all of the files contain completion reports. Some files include status reports and comments on the proposal from Regional organizations.

Among the earlier files in the series are four files for research projects associated with the Living Standards Measurement Study (LSMS) (RPO file nos. 673-22, 673-38, 674-17, and 674-19). Some of the files in the series that predate 1990 relate not tospecific research projects but to administrative matters relating to research: authorizations for the transfer of funds from the RSB (RPO 671-99); costs for the World Bank Economic Review (RPO 673-570), the Research Observer (RPO 673-61), and the World Bank Research News (RPO 673-71); RAD costs for the First Annual World Bank Conference on Development Economics (RPO 674-82); and routine authorizations for the transfer of funds from the RSB for consultants, project proposal reviewers, etc. (RPO 671-99). The Research Policy Council (RPC) approved funding for the three previously mentioned publications.

Beginning in 1991; the records within each project file were divided into five categories, each with a separate tab: proposal; reviews; correspondence; budget; and completion. Filed under the proposal tab is the formal project proposal sent to RAD and correspondence between the RAD staff and the project manager. Under the review tab are RAD's correspondences with referees who agreed to comment on the proposal, the referees' comments, and the project manager's responses to RAD regarding issued raised by the referees. The items under the 'correspondence tab include a wide range of records: intra-RAD memoranda regarding a project proposal; reports from the Research Committee subcommittee that reviewed the project proposal; notices that the project manager and/or the managing unit had changed; replies from the manager to specific questions from RAD staff; requests for deadline extensions; BTOs from missions connected to the project; copies of book reviews of publications resulting from a research project; and handwritten notes of RAD staff. Correspondence under the budget tab generally includes a copy of the RAD memorandum to the project manager indicating the proposal had been approved and explaining how the budget should be managed. In addition, there may be requests from the project manager for additional funds or for an extension of the completion date, and a copy of RAD's instructions as to how to handleproject funds remaining at the end of the fiscal year. Not all of the files for 1991 and later contain a project completion report under the completion tab. Some files contain copies of publications resulting from the research output or a RAD memorandum requesting an overdue project completion report under this tab. A small number of the project files created after 1991 are for funding conferences and workshops, expenses connected with the Bank's Visiting Research Fellows program, and the production of avideo of the slide presentation used as the keynote to a conference. The file for Symposium/Workshop on Accelerating Native Forest Regeneration on Degraded Tropical Lands (RPO 677-67) contains only the materials distributed to workshop attendees and a note indicating that no file for the project could be found.

Project Manager John Nash's file (fifth part of series) for the research project Regulating Technology Transfer: Impact on Technical Change, Productivity and Incomes covers the years 1995-1997 andincludes a request for RSB funding for the project; a response to the review of the research project; expense/budget reports for the project; Terms of Reference for missions connected to the project; a copy of a consultants BTO report for December 1995 visits to Malawi, Zimbabwe, Kenya, and Ghana in connection with project; and Nash's correspondence with consultants associated with the project. The official file for this research project is also in this series.

Project evaluation reports are not in the files in this series, but, in most cases, the project completion report, when present in the file, has been annotated to indicate that the evaluation was completed.

Correspondence Files of D.C. Rao, Director, International Economics Department

These files contain primarily copies of Director Rao's outgoing correspondence for the period March 1990 to April 1993. The files for the period May to November 1993 contain both Rao's incoming and outgoing correspondence. Enclosures to outgoing correspondence are generally not included. This series includes copies of Rao's correspondence while he was Acting Vice President, DEC, and the correspondence of Masood Ahmed and others who served as Acting Directors of IEC in Rao's absence. Rao did not become Director of IEC until May 1, 1990, but his March - April 1990 correspondence in this series relates entirely to IEC Business.

Memoranda of the Directors, International Economics Department (IEC) Regarding the Planning Assumptions Committee (PAC) Baseline Numbers

This series contains memoranda sent and received by Directors of the International Economics Department (IECDR) regarding the Planning Assumptions Committee (PAC) and the process of revising PAC Baseline Numbers. The Planning Assumptions Committee met twice a year, in the spring and the fall, to review and validate Bank-wide planning assumptions about international prices (particularly of manufactures), interest rates, and related global indicators. These assumptions became the PAC Baseline Numbers that were used in various Bank projections, e.g. in setting price and interest rate guidelines for Bank project work. IEC served as the secretariat to the PAC; the Chief Economist was chair. The memoranda in this series concern ways to improve the PAC process and the methods used to develop the baseline indicators and plans to develop a downside scenario as an alternative to the Baseline Numbers for 1990.

Records Relating to Adjustment Programs

This series, which was compiled by Vinod Dubey, Director of the Country Policy Department (CPD), contains records relating to adjustment programs in a number of different countries. CPD was responsible for, among other functions, providing advice and support to the regions on structural adjustment lending. This function was transferred to EAS when CPD was terminated in 1987.

The records relate to adjustment programs in Argentina, Bangladesh, Bolivia, Brazil, Chile, Columbia, Ecuador, Ivory Coast, Mexico, Morocco, Nigeria, Peru, Philippines, Uruguay, Venezuela, and Yugoslavia. The documents for a country vary but included are: Medium-Term Growth Strategy Papers, Country Studies, Baker Initiative Papers, Selected Analytical Variables for Economists and Managers (SAVEM) Tables, and printouts of the major economic indicators for a country. Dubey forwarded many of the country papers and studies to the Operations Policy Subcommittee (OPSC) for discussion, and some minutes of OPSC meetings are included in the files.

Files Relating to IDA Policies and Programs Maintained by the Senior Adviser, Development Policy Group (DPG)

This series, which contains files relating to the policies and programs of IDA, was compiled primarily by Anandarup Ray while he was a Senior Adviser first with the Economic Advisory Staff (EAS) and then with the Development Policy Group. Most of the documents are Ray's comments on or correspondence regarding the preparation of IDA documents for presentation to the Board of Executive Directors. Specific documents and subjects include: the preparation of statements of eligibility for IDA credits for individual countries, 1988 - 1992; EAS staff comments on a Bank publication, The Evolving Role of IDA, 1989; general correspondence on IDA policies and resources, 1987-1991; the preparation of papers for the Implementation of the IDA-9 and IDA-10 replenishments, 1989 - 1993 and 1996; and annual country performance ratings, 1996.

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.

Files Maintained by Vinod Dubey, Director, Economic advisory Staff, while Also Serving as the First Liaison Officer to the Paris Club

Much of the correspondence at the beginning of the series concerns Bank efforts to play a greater role in the Paris Club's rescheduling of debts, including admission to informal meetings with credit participants.The appointment of Vinod Dubey as liaison officer was a response to the Paris Club's need, in return, for a central contact point in the Bank. The Paris Club refers to meetings held since 1956 that have arranged, when necessary, for the renegotiation of debt owed to official creditors or guaranteed to them. Neither the World Bank nor the IMF are members of the Paris Club, but the IMF has played an important role in developing debt restructure packages with commercial Banks. both the Paris Club and the commercial Banks require deBTOr countries to have agreed on a stabilization program with the IMF as part of the renegotiation process.

Copies of Senior Vice President, Operations Ernest Stern's letter of October 10, 1984 to Philippe Jurgensen, Chairman of the Paris Club, announcing Dubey's appointment as the Bank's liaison officer to the Paris Club regarding all matters affecting specific country negotiations and Stern's November 1, 1984 memo to Operational Vice Presidents on the same subject are in the files. Dubey was serving as Senior Advisor, Country Policy Department at the time of his appointment.

Following his appointment, Dubey continued to receive copies of correspondence forwarded to him concerning the need to increase the Bank's role at Paris Club meetings. Copies of correspondence between Stern and Jurgensen regarding a misunderstanding of the Bank's view of the Paris Club and the Bank's request to provide presentations to the Club on medium-term prospects of some indebted countries are in the files along with other correspondence between Dubey and Vice President, Operations Policy S. Shaid Husain regarding scheduling of these presentations. The files include copies of Dubey's correspondence with Bank regional officials concerning preparations for meetings, drafts of statements and speeches forwarded to Dubey for review before the meetings, background materials concerning countries seeking debt rescheduling, meeting invitations, Dubey's responses to the invitations which list the Bank's delegations to the meetings, back-to Office Reports prepared by Dubey and others representing the Bank at the meetings, and copies of press communiques regarding meetings.

A proof of a lengthy article entitled The Paris Club, 1978-1983 scheduled to appear in the Columbia Journal of Transnational Law is inthe files. A 30 October 1984 note found in the files indicates that the author, Alexis Rieffel, formerly the representative of the U.S. Treasury Department to the Paris Club, was brought to Dubey's attention by Alexander Shakow, Director, International Relations Department (IRDD). A report of a 26 November 1984 meeting of the Coordinating Group of Creditor Countries for Yougoslavia prepared by Dubey and Joseph Ingram, Senior Loan Officer, Country Programs Department was placed in the files along with memos from Ingram regarding Yugoslavia sent to Dubey after the meeting.

Dubey was succeeded as liaison by basil Kavalsky, Assistant Director, Country Policy Department in January 1986 after Dubey was designated Director of that department. Only a small amount of correspondence after that date is in the files and there is no correspondence for 1987.

Also contained in this series are correspondence, memoranda, background papers, reports, handwritten notes, feedback on reports, meeting agendas and summaries, and other materials related to Vinod Dubey's participation in the World Bank's Debt Task Force. The Debt Task Force first met on July 6th, 1987 and was led by Jean Baneth. The Task Force was to re-examine the debt problems of middle-income countries. It was to provide an interim report, undertake country analyses and projections, and examine possible modalities of debt relief schemes and the role the World Bank would play in those schemes. Records date from July 8 to September 22 of 1987.

Correspondence and Other Records of Masood Ahmed, Director, International Economics Department (IEC) Relating to Finance and Development and to Phase II of IEC's Renewal Program

This series consists of two parts. The first part contains International Economics Department (IEC) Director Masood Ahmed's records relating to the publication Finance & Development (F &D). Ahmed was a member of the Joint Fund-Bank Committee on Finance & Development from 1994 until January 1997. His files relating to Finance & Development consist mostly of correspondence with the editor-in-chief of F & D; copies of articles that were considered for publication in F & D; and comments on the proposed articles from Ahmed, IEC staff members, and other members of the Joint Committee. A few agenda and minutes of meetings of the Joint Committee are included in the series. Also included is correspondence sent to Ahmed that details the Bank's decision to discontinue the F & D in March 1997.

The second part of the series contains Director Masood Ahmed's files relating to Phase II of the International Economics Department's Renewal Program, which focus on the data and systems area of the department (established inspring 1995 and called the Development Data Group -IECDD). The files in this series include: intra-IEC memoranda and copies of IEC memoranda to other Bank units concerning the Renewal Program; minutes of meetings of the Redesign Team, the Steering Committee, the Data/System Management Team, and the various Sub Teams; copies of slides from computer-assisted presentations regarding the program made to the Steering Committee, the Departmental Management Team, and the IEC staff; copies of the IECDD briefing packet distributed to staff; notes from planning sessions; and memoranda regarding the reorganization of the Development Data Group.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC), Relating to EDI and the 50th Anniversary of the World Bank

This series contains files that IEC Director Masood Ahmed compiled on the Economic Development Institute (EDI) and the 50th Anniversary of the World Bank. Ahmed agreed in November 1993 to be a member of an informal network to review and comment on some of the internal Bank work regarding plans for the 50th Anniversary. The network was directed by Sarwar Lateef, who was also head of the secretariat to coordinate the Bank-wide 50th anniversary program. The 50th Anniversary files include correspondence withSarwar Lateef, staff in DECVP, and other members of the informal network; agenda for network meetings; comments on drafts of The World Bank at the Threshold of the Twenty-First Century: Learning from the Past/Embracing the Future; and copies of various background articles and papers prepared for the Committee on the Future of the Bretton Woods Institutions and for the 50th Anniversary of the World Bank. In October 1994 Ahmed was tapped to be a member of the Advisory Committee to EDI. The records relatingto EDI in this series include Ahmed's correspondence with the Director of EDI and other members of the Advisory Committee regarding the relaunching of EDI, copies of minutes of meetings of the Advisory Committee, and copies of various issuances regarding EDI from its establishment in 1955.

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.

Development Research Group's Reading File Relating to the World Trade Organization (WTO) Second Ministerial Conference and the 50th Anniversary of the Multilateral Trading System

This appears to be the reading file maintained in DECRG for the delegation representing the Bank at the Second WTO Ministerial Conference and the 50th Anniversary celebration of WTO in Geneva, 18 May 1998 - 20 May 1998. Members of the delegation were: Masood Ahmed, Vice President and Head of Network, Poverty Reduction and Economic Management (PRM), head of delegation; L. Alan Winters, Research Manager, Trade, DECRG; and John Croome, consultant, Permanent Observer to the WTO at Geneva.

Copies of schedules and programs of events; Croome's e-mails regarding arrangements for the conference and celebration; a number of background documents and reports including President Wolfensohn's 27 April 1998 memorandum and report on the WTO initiated Integrated Program for Least-Developed Countries Trade Development which was endorsed by the Executive Board; e-mails and other correspondence and papers exchanged between Ahmed and Winters regarding preparations for the Conference and the Wolfensohn report; and Ahmed's statement to the Second Ministerial Conference are part of the series. The reading file also includes: a copy of a summary of the one-day conference held on 21 May 1998 at Geneva on What About Regionalism hosted by Ahmed and the Graduate Institute for International Studies; a Back-to-Office Report for the Ministerial Conference and the 50th Anniversary celebration prepared by Gloria Bartoli, Senior Economist, Africa Region; copies of e-mails and other correspondence concerning the opening of a World Bank Frankfurt Office in June 1998 and the issue of reopening the Geneva office; and post-Conference/50th Anniversary correspondence relating to 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.

Research Materials Relating to Public Sector Enterprises (PSEs) in India, Mexico, Chile, Ghana, Turkey, and the Philippines Compiled by the Finance and Private Sector Development Division

The research materials in this series were compiled by the staff of the Finance and Private Sector Development Division (PRDFP) of the Policy Research Department (PRD) and concern public sector enterprises (PSEs) in India, Mexico, Chile, Ghana, Turkey and the Philippines and government efforts to reform and/or privatize those enterprises. The materials have been heavily tabbed and annotated by the PRDFP staff, but this series does not contain any drafts of the resulting PRD studies. Included are annual PSE audit reports; copies of performance contracts (also called Memoranda of Understanding) between a government and a PSE; government-issued data, surveys, and reports regarding PSEs; copies of World Bank documents (staff appraisal reports, completion reports) relating to loans or credits affecting PSEs; World Bank studies of PSEs and privatization efforts; academic articles; news clippings; book chapters; transcripts of lectures; and IMF documents and reports.

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.

Michael Bruno's Chronological Correspondence File (Internal and External Chronological Files)

Both incoming and outgoing correspondence is included in this series. The incoming correspondence in the first part of the series documents Bruno's roles as Manager of the Development Economics Vice Presidency, Chief of Research for the Bank and the Bank's principal economic adviser, Chairman of the Research Committee, and Chairman of the Economist Panel. The letters from January to August 1993 were signed by D.C. Rao who was serving as Acting DECVP until Vruno's assumption of duties.

EDI funding and programs, selection of topics for annual World Development Reports, DEC Business plans, relations with the World Trade Organization (WTO), liaison functions with Berne Union and the Paris Club, and Terms of Reference for DEC department heads leading missions are among the many subjects of Bruno's correspondence with DEC department heads and Bank Managing Directors in the first part of the series. Responses to Ernest Stern, Chairman of the Loan Committee, on lending options and comments offered for Country Assistance Strategy (CAS) Reviews are also in the first part of the series along with Bruno's reports on his 1994 visits to India; Slovenia, Slovakia, and the Ukraine; Brazil and Argentina; and South Africa, Senegal and Kenya.

The internal correspondence file relating to Bank President James D. Wolfensohn in the second part of the series includes informal memos and notes from Bruno to Wolfensohn on Bank-Fund [IMF] relations and collaboration and issues raised in policy papers and presentations; background papers prepared for Wolfensohn on various subjects including the closure of the World Bank office in Geneva and Wolfensohn's forthcoming trip to Russia and Hungary; and copies of Wolfensohn's staff announcements. Bruno's elevation to Senior Vice President and to the President's new Executive Committee is part of the December 7, 1995 Announcement to Staff on the Restructuring of the Bank's Top Management. Also placed in the file is a copy of a Wolfensohn December 26, 1996 memo addressed to all staff announcing Michael Bruno's death on December 25, 1996 in Jerusalem. Bruno had left the Bank earlier in 1996. Filed at the end of the internal correspondence in the first part of the series is a small amount of Lyn Squire's correspondence while serving as Acting DECVP following Bruno's departure from the Bank. It includes correspondence concerning meetings with Joseph Stiglitz in January 1997. Filed immediately following the internal correspondence are comments and other correspondence concerning the 1994 WDR.

The external correspondence file relating to Bank President Wolfensohn includes letters from outside organizations and private individuals forwarded to Bruno by the President's office requesting that a response be prepared in DEC for Wolfensohn's signature, Bruno's signature, or for signature by one of the DEC department heads. Background information provided to Wolfensohn to use in his replies and information copies of Wolfensohn's correspondence forwarded to Bruno are also in this external correspondence file.

Records of the General Research Advisory Panel and the Special Research Advisory Panels

This series contains the records of the General Research Advisory Panel (GRAP), reports of most of the Special Research Advisory Panels, and detailed records of two of the Special Panels: the Research Advisory Panel on Industrial Development and Trade (ID and T) and the Research Advisory Panel on Income Distribution and Employment (RAPIDE). The GRAP was a panel of outside experts chaired by Sir Arthur Lewis and established by the Bank in 1978 to review the entire research program of the Bank. GRAP was assisted in its work by eight Special Research Advisory Panels which examined and made recommendations on Bank research in specific sectors: Agriculture and Rural Development; Industrial Development and Trade; Commodities; Energy, Water and Telecommunications; Transport; Income Distribution and Employment; Education; and Population. For administrative purposes, the panels were assigned to the Office of the Vice President, Development Policy (VPD), and Suman Bery in VPD served as secretary.

The GRAP records include: biographical notes on and Terms of Reference for panel members; a letter of appointment for each panel member; extensive background documents on the World Bank, the World Bank research program, and the Research Committee; lists of assignments for individual panel members; schedules for the October 26 - 28, 1978, March 5 - 7, 1979, and June 6 - 8, 1979 meetings and handwritten notes from the October and June meetings; various drafts of the panel's report and comments on the drafts from Bank staff; drafts and the final printed copy of President McNamara's November 6, 1979 memorandum to the Executive Directors regarding the GRAP report; the final printed GRAP report dated August 13, 1979 (R79-221); a Summary of Discussion at the Meeting of Executive Directors of the Bank and IDA, December 4, 1979 at which the GRAP report was discussed; memoranda to VPD Chenery regarding the responses of individual Executive Directors to the GRAP report and to President McNamara's memorandum on the report; and Bank staff memoranda regarding the GRAP recommendation for a Research Subsidiary in the Bank. Also included are 1979 - 1980 Bank memoranda regarding: planned follow-up to the GRAP report; funding and guidelines for research; and the Development Policy Staff (DPS) work program and budget for FY 81.

The records of the Research Advisory Panel on Income Distribution and Employment (RAPIDE) include: biographical notes on and Terms of Reference for panel members; individual panel members' letter of appointment and correspondence with other panel members and with Michael Beenstock in the Policy Planning Division who served as coordinator for RAPIDE; copies of Bank documents Beenstock provided the panel members as background material, including a number of memoranda concerning the Bank's research on Income Distribution and Employment; a list of specific assignments for individual members; the schedule for the panel meeting held October 10 - 12, 1977; correspondence with the chair of GRAP regarding the work of the RAPIDE members; various drafts of portions of the panel's report; a copy of the final draft, dated April 10, 1978; and comments from Bank staff on that draft.

The records of the Research Advisory Panel on Industrial Development and Trade (ID and T) include: biographical notes on and Terms of Reference for panel members; letters of appointment; background materials including memoranda and reports from Bank staff regarding research on industry and trade; schedules for the July 17 - 1, 1978, October 10 - 12, 1978, November 30 - December 2, 1978, and February 8 - 9, 1979 meetings and handwritten notes from the July and October meetings; various drafts of the panel's report and comments on the drafts from Bank staff; and copies of first and second Interim Reports of the Industry and Trade Research Steering Committee.

Included in this series are draft final reports for all the special panels except the ones on Population and on Education which are filed separately in (see folder numbers 30135058 and 30135060). Also included are copies of the Terms of Reference and the background reports for the Panel on Energy, Water and Telecommunications and a July 13, 1978 memorandum outlining plans for future work for the Panel on Transport.

Subject Files of the Research Advisers

This series contains the subject files of Research Advisers Ernest Stern (originally titled Senior Adviser) and, beginning in April 1974, Benjamin B. King. After King left the position in March 1977, Ian M.D. Little and Bela Belassa served as acting Research Adviser until the appointment of Shankar Acharya in July 1979. The files include the advisers' correspondence with President McNamara, the Vice President of Development Policy, the directors and staff of the Development Policy departments, members ofthe Research Committee, and non-Bank research professionals. This series also includes some correspondence of the Research Committee secretary. A file on the early administration of the World Bank's research program, 1971 - 1974, includes a history and description of the research program, outlines of research priorities, and memoranda on the policy of long-term consultant appointments funded from the External Research Budget.

Other files contain: tables and correspondence regarding the research budget and the funding of specific projects, July 1971-June 1973; correspondence on rejected proposals, October 1971 - May 1974, including comments on the project proposals and memoranda explaining why specific research proposals were rejected; agenda (May 1971 - June 1979) and minutes ( April 1971 - October 1974; January 1975 - March 1979) of Research Committee meetings; minutes of Review Panel meetings, 1972 - 1978; correspondence regarding the size and membership of the Research Committee, 1971 - 1979; correspondence regarding research proposals (instructions and deadlines for submitting proposals, memoranda conveying the decisions of the Research Committee, lists of proposals each department planned to submit in the coming fiscal year), 1972 - 1974; comments on drafts of the annual report to the Executive Directors on the research program and memoranda summarizing the response of the Directors to the report, 1973 - 1974; correspondence regarding the evaluation of urban development projects and the financing of these evaluations, 1972 - 1975; correspondence with non-Bank personnel, 1971 - 1974 (filed under Outside Correspondence); excerpts from Research Committee minutes and memoranda on funding the sector research program, 1973 - 1977; and information regarding the Development Policy staff's participation and attendance at the International Meetings of the Directors of Development Research and Training Institutes, OECD [Organization for Economic Co-operation and Development] in Belgrade, Yugoslavia, August 1972, and in Abidjan, Ivory Coast, August 1974.

Correspondence Concerning the World Bank's Research Program

This series contains primarily letters and memoranda sent and received by the staff of the Vice President, Development Policy (VPD) and by members of the Development Policy Staff and departments. The series consists of two parts: general correspondence and correspondence concerning research on specific subjects (sectors). Much of the general correspondence is from the secretary of the Research Committee (RC) forwarding to committee members meeting agenda, packets of materials to be reviewed in meetings, and minutes of meetings; establishing informal review panels to evaluate research proposals; requesting or commenting on project narratives, status reports, project abstracts, or completion reports from project managers; responding to requests for research funds from non-Bank economists; and transmitting ideas for the World Development Report (WDR) to the WDR staff.

Other correspondence includes letters from VPD Chenery inviting Bank staff to be members of the Research Committee; memoranda from the chairsof review panels reporting the results of the panels' reviews; memoranda from the RC secretary and from other VPD staff outlining procedures for submission and review of research proposals and explaining why a research proposal was not approved by the RC or what changes were required before approval would be granted; letters from Regional economists or from sector staff transmitting research proposals to the RC; and memoranda from the Director, Development Policy, responding to questions from the Executive Directors regarding the Bank's research program. Beginning in May 1978, much of the correspondence consists of copies of letters sent by President McNamara and by VPD staff to members of the General Research Advisory Panel and the Special Research Advisory Panels. Also included is correspondence regarding implementation of the Panels' recommendations. At the end of the general correspondence, there is a folder containing copies of the FY 1977 annual report: World Bank Research Program, January 23, 1978, and a June 19, 1979 Updating Report on the World Bank Research Program.

The second part of the series, which primarily concerns sector research, includes comments on research proposals, review panels' decisions on proposals, Back-to-Office reports from research-related missions, and correspondence responding to GRAP recommendations for research in a sector.

Correspondence and Files Created for Research Projects in Support of Operations (Operations Policy Files)

The series consists of correspondence of Departments and of other organizational units of the Development Policy Staff (DPS), Central Projects Staff (CPS), and the Regional Offices primarily with the Vice President, Development Policy (VPD), the Director, Development Policy, and the DPS Research Adviser concerning research projects in support of operations. Most of these projects were funded through the Bank's External Research Budget beginning in 1972, but the series also includes correspondence relatingto research funded through Department resources. The remainder of the series consists of: research project files, 1972 - 1974 and sector research files, 1975 - 1977.

The research correspondence for the 1972 - 1974 period includes: research proposals forwarded by DPS, CPS, and Regional Office departments to the Research Committee; reports of reviews of research proposals by Research Committee review panels; memos concerning funding estimates for approved research projects; lists of projects requiring funding submitted by the Departments; research project status reports; correspondence of VPD, Bank Departments, and Regional Offices with outside consultants conducting research for approved projects; Terms of Reference (TOR); Back - to - Office Reports (BTOs) for missions associated with research projects; and research proposals from outside researchers and multi-national organizations and responses to these proposals. Also with the 1972 - 1974 correspondence is a copy of the pamphlet World Bank Research Program - Policies and Procedures.

Found with the 1972 - 1974 correspondence are reports prepared in 1973 at the request of Ernest Stern, (Director, Development Policy), which provided information for the first comprehensive report on the Bank's external research program in 1973. Among these reports is a 28 September 1973 status report prepared by the Director, Policy Planning and Program Review Department, DPS of 58 policy papers underway and planned for FY 1974 - FY 1975 and policy papers added, completed, and dropped. A November 30, 1973 update of this report is also in the files. Also among the 1972 - 1974 correspondence are copies of letters and other correspondence concerning the Task Force on Education and Development (ECIEL) and other research issues coming out of the conference on social research held at Bellagio, Italy in February 1974 and co-sponsored by the Ford and Rockefeller Foundations, the Bank, the International Development Research Centre (IDRC), and the U.S. Agency for International Development (AID). Filed at the end of the correspondence for 1972 - 1974 are project files relating to various topics including anthropology, export promotion and preference, growth potential of iron ore from developing countries, and urban transport and the automobile.

The research correspondence for 1975 - 1977, while similar in content to the earlier 1972 - 1974 correspondence, includes for the first time copies of mostly administrative correspondence of the Secretary to the Research Committee, Orville F. Grimes, Jr., including copies of Research Committee review panel announcements and minutes of Research Committee meetings. The 1975 - 1977 correspondence also includes Grimes' memos to supervisors of external research projects requesting input for the Abstracts of Current Studies booklet issued annually; copies of revisions of procedures for preparation and submissions of research proposals and informal guidelines for panel review of proposals issued by the Research Adviser; a copy of a bibliography on foreign aid prepared in VPD and furnished to the Executive Directors (EDS) on 19 March 1976 covering publications dated from 1968 to 1975; drafts of sections of the Annual Report on Research forwarded for comment by VPD; correspondence concerning the formation in 1977 of the Research Advisory Panel on Income Distribution and Employment (RAPIDE), including an informal history of the origins of the Research Committee prepared by Grimes (10 October 1972); and a report prepared at VPD's request by the Chief Economist, Latin America and the Caribbean Regional Office, concerning prospective research in country analysis and identification of areas justifying increased external funding or internal staff time.

Immediately following the research correspondence, 1975 - 1977 are three folders, apparently created by Grimes, which contain copies of grey cover annual reports of the World Bank Research Program for 30 December 1975, 8 January 1975, and 13 January 1977, and an annotated draft of the annual report for 1978. A folder on cotton research precedes the 1975-1977 sector research project files which are similar in content to the earlier (1972 - 1974) research project files. The kinds of documents found in the three 1975-1977 research study files at the end of the series (Kenya Socio-Economic Impact, Private Sector Development Study, Socio-Economic Impact Study) are similar to those found in the earlier research project files.

Berne Union Files Maintained by Development Finance Services, Economic Program Department

The International Union of Credit and Investment Insurers (Berne Union) was formed in 1934 with members from France, Italy, Spain, and the United Kingdom. Its purpose was to foster international acceptance of sound principles of export credit insurance; to establish and maintain discipline in terms of credit for international trade; to maintain sound principles of foreign investment insurance; to encourage a favorable investment climate; and to exchange information, assistance, expertise, and advice in relation to the commercial and political risks associated with export credit and investment insurance.

The January 1965 to January 1970 files cover the period when Andr Nespoulous-Neuville served as a World Bank observer to Berne Union Extraordinary General Meetings held in January and Annual General Meetings usually held in May of the same year. Most meeting files for the period include correspondence regarding meeting arrangements, provisional and final programs and lists of participants, lists of countries to be reviewed at the meetings, press releases (press notices), minutes of the meetings provided by the Berne Union Secretary-General, and the observer's Back-to-Office reports. Some of Nespoulous-Neuville's reports and other correspondence regarding Berne Union are addressed to the President of the Bank, the Director and Associate Director of the Development Services Department, and the Director, Development Finance Services where he was on staff.

The file for the 20 - 25 May 1967 Annual General Meeting in Wiesbaden contains a copy of a statement made by Nespoulous-Neuville at the meeting on the World Bank's Staff Study of Supplier' Credits from Industrialized to Developing Countries. The file for the 16 - 20 January 1967 meeting in Meg?ve includes a copy of a January 26, 1967 letter from Nespoulous-Neuville to the Secretary-General of Berne Union informing him that the Berne Union President had agreed at the meeting to send the World Bank all documents of general interest to the Bank. Most of the files dated after this letter usually include statistical data and other Berne Union documents not previously distributed to the Bank. The file for the London meeting, June 4-9, 1968 is the first to include a letter of invitation to the observer to participate in country review discussions at the meetings.

Nespoulous-Neuville left Development Finances Services before the May 1970 Annual General Meeting and was succeeded as a Bank observer at that meeting by Ugo Sachetti, the Director, Development Finance Services, which became the International Finance Division in the January 15, 1971 Bank reorganization. Sachetti served as observer through the May 1971 Annual General Meeting held in Washington, DC. Among topics discussed at that meeting were the responses to a questionnaire regarding the availability of export credit insurance to Ghana. Some responses are part of the file for that meeting.

Records of the Social and Economic Statistics Committee (SESC)

The Bank-wide Social and Economic Statistics Committee (SESC) was established in 1987 and was responsible for advising the Senior Vice President, Policy, Planning and Research (SVPPR) on policies of the Bank's social and economic statistical services. It served as a Bank-wide forum for ensuring that the interests of the Bank's socio-economic data collectors, managers, and users were adequately considered. The Committee met at roughly quarterly intervals; the Chief Economist (DECVP) was chair and Ramesh Chander, Statistical Adviser (DECVP), was ex-officio Secretary.

This series contains a small collection of SESC records that D.C. Rao maintained while he was Director of the Risk Management and Financial Policy Department (FRS) and a member of SESC. This set of the Committee's records includes lists of members; Terms of Reference; minutes of the first meeting held on September 8, 1987; an August 11, 1988 note from Stanley Fischer summarizing the major issues regarding the Bank Economic and Social Database (BESD) prior to a discussion of BESD at a SESC meeting; and a copy of the 1987 questionnaire for Short Term, Long Term and Credit Worthiness Surveys.

While Rao was neither the Chair nor the Secretary for this Committee, there are no known records related to the SESC found in the custody of the World Bank Group Archives. Therefore, this set of records is retained permanently.

Files Maintained by Vinod Dubey and Enzo Grilli, Directors, Economic Advisory Staff, Related to Collaboration between the World Bank and the International Monetary Fund

The bulk of the series consists of Policy Framework Papers (PFP) and related records documenting Bank/Fund collaboration in connection with the Fund's Structural Adjustment Facility (SAF), and the later Enhanced Structural Adjustment Facility (ESAF) from April 1986 to September 1991. These files are arranged in three segments. The first two segments are arranged alphabetically by client country and maintained primarily by Vinod Dubey when he was Director of the Country Policy Department (CPD) and Directorof the Economic Advisory Staff (EAS). The third segment focuses on Bank-Fund collaboration in reviewing the PFP process and the SAF program, and development of the ESAF program. The country files may include comments on a draft PFP from Regional staff, the Economics and Research Staff, and the Senior Vice President for Operations (SVPOP); minutes of meetings of the Operations Policy Subcommittee and the Operations Policy Committee at which the PFP was discussed; and summaries of discussions and agenda and minutes of meetings of the Committee of the Whole at which a PFP was discussed.

Additional PFP related records include program review and development records maintained by Enzo Grilli when he was Director of EAS. The records include: IMF papers submitted to the Executive Board related to PFP extensions and PFP modifications; IMF proposal papers related to ESAF operational and financial arrangements, legal documentation, and access and monitoring procedures; SAF/ESAF review papers submitted to the IMF Executive Board; and IMF Executive Board meeting minutes related to SAF/ESAF review. The records also consist of materials related to the IMF/Bank Working Group on PFP Issues and the Bank/IMF Seminar with Donors on PFPs. The records include Working Group meeting minutes and summary reports, and papers prepared by both IMF and Bank staff for the PFP Seminar. Lastly, records related to PFP procedures and practices, and country schedules for PFPs are also included.

The series also consists of background correspondence concerning the compilation of three reports on Bank/Fund collaboration between 1984 and 1990. The initial report was issued in February 1985; the second report was issued in May 1986 to document progress on Bank/Fund collaboration during the previous year. A third report was issued in July 1990. Final copies of reports are in the files. Records related to the Bank/Fund collaboration report include: President's Memoranda sent to the Bank's Executive Board of Directors; Executive Directors meeting minutes and notes; and meeting minutes held between Senior Vice President of Operations (OPNSV) Moeen Qureshi, and Senior Staff of IMF regarding the report. Vinod Dubey in the Country Policy Department (CPD) had responsibility for coordinating the Bank's input; C. David Finch was the IMF contact. This responsibility continued with Dubey and Grilli in EAS.

The series also includes records dealing with Bank/Fund collaboration from February 1972 to February 1984. The records come from Development Policy Staff (DPS) units from the Development Policy Vice Presidency (VPD), the Economics and Research Staff (ERS), and from Vinod Dubey while he was the Chief Economist in EMENA. The records are primarily intra-Bank memoranda and reports.

The series also consists of copies of Bank-wide records outlining Bank/Fund collaboration from 1966 and 1970 to 1979. The records were compiled by the Program Review Division (PRD) of the Policy Planning and Program Review Department (PPR) of the VPD, and includes intra-Bank memoranda, joint Bank/Fund memoranda, PPR and PRD memoranda, notes regarding the meetings of the Bank/Fund Working Group, which first met April 3, 1974, and published articles regarding the Bank/Fund relationship.

The series also includes records related to Bank-Fund collaboration on arrears for member countries, or overdue debt obligations to the Bank and IMF from 1988 to 1991. The records include: approach papers and reports produced by the IMF countries in arrears; IMF Executive Board meeting minutes regardingarrears; Joint Audit Committee (JAC) meeting minutes regarding joint IMF/Bank review of countries in arrears, and debt relief strategies for arrears; records related to preparation of collectability papers for countries in arrears; and incoming and outgoing correspondence records for EAS Directors Vinod Dubey and Enzo Grilli, Senior Vice President of Operations (OPNSV) Moeen Qureshi, Senior Vice President of Finance (FINSV) Ernest Stern, and Bank President Barber Conable regarding arrears. Country files are also maintained and include memoranda and correspondence focused on the following topics: arrears clearance, arrears country strategies and reviews, approach papers, and issue papers prepared for individual arrears member countries.

The series also consists of records related to EAS involvement in IMF/Bank collaboration on joint IMF/Bank papers, press releases, and publications for the years 1988 to 1991. The records include numerous draft papers with attached EAS comments related to economic policy topics, such as debt, export credits, or balance of payments (BOPs). EAS comments on drafted IMF press releases and joint IMF/Bank communiques for the IMF/Bank Annual Meetings and Interim Committee are also included.

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.

Apex and Retrospective Review Reports Maintained in the Policy and Review Department

These files were maintained by Richard Woodford, Program Coordinator in the Office of the Senior Vice President, Policy, Planning and Research (SVPPR); Gregory Ingram, Principal Adviser, Policy and Research, Policy and Review Department (PRD); and Amarak Shalizi in the Program Management Unit (PRDPM) in PRD. PRD reported to the Senior Vice President, Policy, Research and External Affairs (PRESV).

  • The Apex Reports covering all PPR (later PRE) organizations, including DEC, were prepared at the end of each fiscal year quarter from feeder reports prepared by all PPR (PRE) organizations and included a summary of the status of principal elements of the current fiscal year's budget plan and descriptions of activities and accomplishments of each organizational unit. Annexes to the Reports provided listings of major policy and research papers completed or initiated during the quarter.

  • Retrospective reviews were conducted for PPR (later PRE) organizations after the close of a fiscal year. They provided Department Directors, Vice Presidents, and the Senior Vice President opportunities to compare organization performance against the fiscal year budget plan, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level.

  • A folder containing a draft of and supporting materials for a briefing book for an Executive Directors budget Priorities Colloquium has also been included in this series. Thecolloquium was held on 9 October 1990 and appears to have been organized by the SVPPR and PRD.

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.

Review Files for Policy Papers/best Practices Papers, and Other Publications and Issuances, Policy Development Unit, Policy and Review Department

This series documents the review process for World Bank Policy Papers, best Practices Papers, and information papers, most of which were generated by Policy, Research, and External Affairs (PRE) units. Also included are a file for Development Committee papers and files for annual publications such as the World Development Report and Global Economic Prospects. The files, which were maintained by Geoffrey Lamb and the Policy Development Unit (PRDPD), generally contain a copy of the initiating policy brief for the paper, copies of all the major revisions of the paper, copies of comments on the paper from high-level Bank managers, notes and minutes from meetings at which the paper was discussed (e.g. review meetings within the concerned complex, PRE managers' meetings, meetings of the PRE Committee, and meetings of the President's Council or the Committee of the Whole), and information about Board seminars regarding the policy outlined in the paper. The file for the Task Force on Environmental Action contains only the final report. In addition to the files for specific policy/best practices papers, one folder (filed under Pending correspondence) contains 1991 memoranda and intra-Bank correspondence on a number of policy papers that were still pending when PRD was abolished on November 30, 1991. The several files that predate the establishment of PRD contain only an initiating brief.

Studies Generated by the Strategic Planning Division (SPRSP), Strategic Planning and Review Department

Filed in this series are copies of studies generated by consultants and staff in the Strategic Planning Division (SPRSP) of the Strategic Planning and Review Department. Filed with some of the studies are memoranda between the author and SPRSP staff or between SPRSP staff and the SPR Director. Although some of the papers were issued as PRE Working Papers and/or SPR Discussion Papers, most were not published. Of special note is the paper, Strategic Planning in the World Bank, 1987-1990, by SPR staff member Norman Hicks, which provides a history of strategic planning in the Bank and the role of SPRSP in that process and analyzes the successes and failures of SPRSP. The annex to the paper contains a list of the major products of the Strategic Planning Division, most of which are filed in this series.

Resultados 51 a 100 de 110