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Quality enhancement review

The series contains records maintained by the Health, Nutrition, and Population team (HDNHE) and previous units to provide quality support services and development effectiveness guidelines to operational task teams managing health, nutrition, and population (HNP) projects. The Bank's Quality Assurance Group (QAG) often, but not always, included an HDNHE representative. The Quality Enhancement Review (QER) panel was first instituted for HNP projects in Fiscal Year 1999 and led by HDNHE senior staff. QER broadly followed the QAG methodology to improve the quality of the project but functioned as an independent group of senior colleagues who conducted the project preparation review with the task teams.

Records in the series were primarily maintained by Chris Walker, senior public health specialist and later lead specialist of the Health, Nutrition, and Population Quality team. Types of records include: hard copy emails; draft and final project documents such as Project Appraisal Documents (PADs) and aide-memoires; background reports for the panel such as internal sector policy and strategy reports; meeting agenda; occasionally draft and final panel review reports; handwritten notes; minutes of project concept review meetings; and QER guidelines. Several records including the project documents and meeting summaries contain Walker's handwritten annotated notes.

There are also records related to HNP Quality of Supervision workshop 1994 - 1998.

Research and policy development

Series contains records maintained by the various divisions and departments responsible for the population, health, and nutrition sector while producing and disseminating research, and developing and analyzing sector policy and strategy. The records reflect discussions about the department's research priorities, methods and techniques of analysis, the quality of its work and ways to improve it, and its relationship to the country-based work carried out in the Bank's regional offices.

Records in the series were primarily created by the Policy and Research Unit (PHNPR), established in 1979 and dismantled in the 1987 Bank-wide reorganization. PHNPR's functions were continued by succeeding units through to the Health, Nutrition, and Population Team (HDNHE), but no longer as a separate division dedicated to policy and research. Many of the records were maintained by PHNPR Chief Nancy Birdsall during her tenure (1984 - 1987) as well as Senior Demographer K.C. Zachariah, Population and Human Resources Division, Economics Department and later the Policy and Research Division, PHNPR (1970 - 1987).

Record types include, but are not limited to: research proposals; terms of reference; back-to-office reports; contracts; agreements with consultants, universities and other third parties who are doing research for or with the division; initiating briefs for policy papers; statistical and other data; published and unpublished reports; drafts and final working papers; briefing notes; external reports and publications; surveys and questionnaires; budget reports and other financial records of research expenditures; and related correspondence.

Staff and consultant research papers

The largest portion of records in the series relate to research and concept papers authored by various department and division staff and consultants. Apart from a single file dated 1970, the papers were primarily accumulated between 1979 and 1988. Records are organized by author and contain draft papers and correspondence about comments on papers. Senior staff and other individuals represented in the files include, but are not limited to: Directors Kandiah Kanagaratnam, John North and David de Ferranti; PHNPR Division Chief Nancy Birdsall; Senior Health Advisor Anthony Measham; Senior Nutrition Advisor Alan Berg; and other Bank staff outside of PHN such as James Lee, Ernest Stern, Shahid Husain, and Barbara Herz. General sector topics are covered as well as topics related to a particular country or region. Subjects include: family planning; rural contraceptive needs; marriage and migration; sub-Saharan Africa population policy project; public health planning; primary health care; health expenditures; education; and economic topics such as liberalization and taxes. A smaller volume of files relate to papers presented at symposia or conferences.

PHNPR Division subject files

The series also comprises a large volume of subject files maintained by the former PHNPR Division between 1976 and 1987. Some of the files were created by staff of the former Population and Human Resources Division. The subject files cover a wide range of the division's activities such as policy research and analysis, preparing studies, project support, conferences, and other knowledge and learning events. These files contain internal memoranda, outgoing letters, reports, background papers, conference reports and agenda, and other records.

Several subject files refer to a specific country project funded by IDA credit (Gambia National Health Project) and covers project appraisal, budget, and analysis on lending in the sector. Files concerning research projects are indicated by the RPO (Research Project Output) code assigned to projects throughout the Bank by the Development Economics department. The RPO material was mostly maintained by Dr. Susan Cochrane, senior economist, PHNPR. RPO files relate to the projects Education and Rural Development in Nepal and Thailand (RP0671-49) and Determinants of Fertility in Egypt (RP0671-49). Included are: memoranda and letters discussing project status updates and workshops on population research; draft surveys and questionnaires with annotations; questionnaire instructions and code sheets; interviewer manual; proposals submitted to Research Committee; expense and budget reports documenting financing through the Research Committee; preliminary chapters; data tables; and background reports. Most of the material is in English but there are also questionnaires and data in Thai. A memo from Susan Cochrane (DEDPH) to the Steering Committee on Determinants of Fertility in Egypt is also included.

Other subject files pertain to poverty guidelines and contain memoranda, reports, and manuals on the Bank's measurement of poverty as it relates to lending to the lower income countries and to alleviate urban poverty. There are also subject files related to health care, health financing, health program evaluation, health services research, pharmaceuticals and drugs, health organizations, diseases, health resources development, irrigation health risk study, and the interaction between health and water supply. Subject files on nutrition relate to nutrition research, programming, nutrition service delivery, and food subsidies and pricing. Population files concern population aspects of education projects, population studies, fertility, contraception, and population policies.

Files related to conferences include the 1984 International Conference on Population, Conference on Research Priorities for Sub-Saharan Africa in Bellagio 1985, Task Force for Child Survival Cartagenaconference, and also seminars, workshops, and EDI training. There are also files related to data on women in development, household living standards, and files reflecting PHN's input on President Clausen's speeches.

Other PHNPR subject files relate to partnerships with international organizations such as World Health Organization (WHO), academic institutes, committees and working groups, and inter-agency partnerships such as the Special Program for Research and Training in Tropical Diseases (TDR), the Control of Diarrheal Diseases (CDD) Program, and the Onchocerciasis Control Program (OCP) or river blindness. The onchocerciasis file (1980 - 1984) contain memoranda, a report of an independent commission regarding economic analysis of OCP reflecting the involvement of Andre Prost and Nick Prescott (PHN) and comments on reports by Karen Lashman Hall (PNHPR). There are also files regarding WHO and Bank cooperation for HIV/AIDS and comments on the draft proposals on structure and coordination of the WHO Special Programme on AIDS.

Working papers series and publications

The series also contains a substantial volume of records related to the PHN Technical Note working papers series authored between 1976 and 1992, arranged by the series or issue number. Files primarily contain printer's copies and research data on topics including cost benefit and cost effectiveness studies, demographic data, AIDS research, health care management, and Safe Motherhood (also known as maternal and child health and mortality).

Thereare also reports and other records related to the PHN Policy Research Working Papers (WPS numbered series) covering the years 1989 to 1993 and include annual sector reviews which outlines population, health, and nutrition lending, health system trends, costs, and resources. Although most of the publications and papers were forwarded to the Bank's Internal Documents Unit and were eventually digitized, other papers contained in this series were disseminated through PHN's successor, HDNHE.

Series also contains handwritten notes, regional data tables for population and mortality projections and labor force data for member countries, as well as memoranda accumulated between 1973 and 1990 in preparation for the annual World Development Reports (WDR). Several files relate to the 1984 WDR that focused on economic performance and population growth, including comments on drafts.

There are also three files (1993 - 1996) related to the best practices book authored by PHN Senior Nutritionist, Dr. Judith McGuire, and consultant Rae Galloway, entitled "Enriching Lives - Overcoming Vitamin and Mineral Malnutrition in Developing Countries" published by the World Bank in 1994. Includes three floppy diskettes of the Spanish version, hard copy of the English master for correction, bound French version, and drafts.

Senior Demographer K.C. Zachariah records

Series also consists of a set of chronological files and subject files maintained by Dr. K.C. Zachariah, Senior Demographer between 1970 and 1987 beginning when Zachariah was in the Population and Human Resources Division, Economics Department and later the Policy and Research Division (PHNPR). The chronological files span 1971 to 1984; however, files for the years 1979 and 1981 are not present. There are two files of incoming correspondence from 1983 to 1987, and several subject files containing research proposals, final versions of staff working papers, and study papers authored by Zachariah including Population Projections for Bank Member Countries 1970 - 2000. Specific subjects covered in Zachariah's records include family planning, income distribution and fertility rates, demographic measures, and migration in specific countries or regions. There are also back-to-office reports and terms of reference documents regarding Zachariah's research missions and attendance at international conferences, terms of reference for consultants, and administrative records related to the recruitment of consultants and research assistants.

Health Sector Strategy paper

Series contains records regarding the development of the HDNHE 1997 Health Sector Strategy paper, from 1995 to 1997. Included are minutes of strategy retreats, strategy and concept paper drafts and final version, notes, and Sector Board minutes in which concept papers were reviewed and discussed.

Tobacco control policy

Also included in the series are records related to tobacco control analysis and policy created between 1988 and 1999 which were primarily maintained by Dr. Prabhat Jha, health specialist, Human Development Department (HDD) and later HDNHE. Records include correspondence, mainly containing comments on report outlines and background papers, draft papers, trip reports, conference publications, handwritten research notes, and statistical tables and charts regarding smoking prevalence, tobacco, cigarette consumption, GDP, and other data. The Bank had organized a consultation session on the economics of tobacco control in 1997 at the tenth World Conference on Tobacco in Beijing that was part of an ongoing review of the Bank's own control policies. A Bank-sponsored international conference on the economics of tobacco control in Cape Town followed in 1998. Files contain Beijing conference abstract booklets and programme, and Cape Town conference funding report and press conference reports. The Bank and WHO began a global study in 1997 on the economics of tobacco control for countries, particularly low-income and middle-income countries and a small volume of files relate to statistical data compiled, as well as the study team's 1999 publication led by Jha and Frank J. Chaloupka entitled "Curbing the Epidemic: Governments and the economics of tobacco control". There isalso correspondence with UN Agencies including FAO, WHO, UNCTAD, and ECOSOC dating from 1989 to 1995 that represents the Bank's early work on tobacco by Senior Economist Howard Barnum.

Director and Front Office records

Series consists of records created and maintained by the front office of the Population, Health and Nutrition Division (PHRHN) and predecessor units that date from 1968 to 1992, including the Population Projects Department (PNP) in existence from 1969 to 1972. The records document the activities of the office in overseeing the population, health, nutrition portfolio and strategy, directing the research and policy work of the department, and managing the Bank's relationship with external partners in the sector. Records cover the tenure of the following directors: Dr. Kandiah Kanagaratnam (1969 - 1979); Dr. John R. Evans (1979 - 1983); John D. North (1983 - 1987); and Ann O. Hamilton (1987 - 1993).

The series is primarily comprised of subject files. Types of records within the files include, but are not limited to: internal memoranda between the department, divisions, Bank president, and other Bank departments; incoming and outgoing letters; back-to-office reports; terms of reference; draft and final research study and concept papers; Board and committee meeting records; panel reports; demographic and country briefs; minutes or summaries of meetings; research proposals; copies of journal articles; and external reports.

A large volume of records relate to the department's relationship and collaboration with international organizations, universities and research institutes, national aid agencies, private foundations, and Nongovernment Organizations (NGOs) during the years 1968 - 1983. Organizations include, but are not limited to: American Public Health Association (APHA); United Nations (UN); United Nations Children?s Fund (UNICEF), United Nations Population Fund (UNFPA), United Nations Educational, Scientific, and Cultural Organization (UNESCO) and committees; World Health Organization (WHO); Population Reference Bureau; Population Service International; European Economic Community and European Parliament; World Population Society; Harvard University; Ford Foundation; Asian Development Bank; Smithsonian Institute; Rockefeller Foundation; Population Council; and United States Congress. Liaison correspondence details operations between the sector and partners, summaries of meetings, participation in Bank missions, coordination of aid and perspective investments in countries, comments on papers, and exchange of information on various health topics. A smaller volume of records relate to the sector's involvement in collaborative disease-prevention programs (1973 - 1983) such as the Onchocerciasis Control Program (OCP, or river blindness) that was administered within the Africa Regional Vice Presidency.

Other records relate to: the work of the external panels and review groups and the Bank's follow-up, such as the 1975 Board-appointed External Advisory Panel on population chaired by Dr. Bernard Berelson; formulation of the 1973 nutrition policy and 1974 health policy; conferences, seminars, lectures, and trainings organized or attended by the Director and staff; population and health lending program; project supervision and disbursement; research and policy papers prepared by the department, such as contraceptive research and development and Kenya health and worker productivity studies; World Development Report (WDR); and specific health topics including public health, environmental health, and HIV/AIDS. The correspondence regarding HIV/AIDS dates from 1986 to 1988, prior to the time when the Bank formed the HIV/AIDS Global Program Unit under the Human Development Network, in 2002. The series also contains two files relating to education and educational projects (1970 - 1980).

Records maintained by Ann O. Hamilton, director, Population and Human Resources Department (PHRDR) who served from 1987 to 1992 include correspondence with the Bank president (1987 - 1992) as well as correspondence and other records related to: the Bellagio Conference of the Task Force on Child Survival (1987 - 1988); FY 1989 and 1990 annual sector review; work program FY 1991; and HIV/AIDS (1988).

Series also contains records maintained by Dr. Anthony R. Measham from 1981 to 1987 while he served as public health specialist, PHND3 (1982 - 1984) followed by health adviser in the director's office (April 1984 to May 1988) prior to becoming division chief, PHRHN 1988 - 1992. Measham's records primarily relate to his economic research and involvement in external partnerships in the health sector as well as participation in conferences, seminars, and workshops. Records include: internal memoranda; letters; cables; reports and studies authored by Meashamand others; briefing notes; conference press kit as well as draft conference program, workshop proposal, and participants list; and minutes of meetings of the Task Force for Child Survival on which Measham served as the Bank representative. Memoranda is mainly between Measham and PHN divisions, and correspondence is with colleagues external to the Bank such as task force representatives, some letters detailing the Bank's support and views. Specific topics covered in the files include Tobacco Working Group,maternal mortality, WHO programs and strategy, health sector survey, and the first Safe Motherhood conference in February 1987. Measham and Division Chief Barbara Herz, Women in Development (PHRWD), participated in coordinating Safe Motherhood conference donors, participants, and prepared papers to be presented at the conference. The conference was followed by Measham and Herz's World Bank Discussion Paper publication The Safe Motherhood Initiative: Proposals for Action no. WDP 9, published in May 1987. There are also records related to Measham's recruitment and management of staff and consultants. The health sector survey file contains material in Chinese such as surveys and research data regarding hospital costs.

Also included in the series are several correspondence files (1974 - 1986) authored by department senior management and advisers that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification. Files are titled 'health', 'population', 'nutrition', 'external advisory panel', and 'general' and include mostly memoranda and letters that cover the various sector activities such as policy work, research, review of projects, and partnerships. Much of the correspondence is between director and division chiefs, and Operations Vice Presidency (VPOPS) and some is with external agencies, mostly within the United Nations family. Reports, discussion papers, and guidelines are occasionally filed with the correspondence.

A small volume of records in the series relate to the management of the division, work plan, 1975 relocation of the nutrition division, management team meeting minutes (1987 - 1990), and involvement in the Board of Governors Annual Meetings.

Grant and trust fund management

Series consists of records created and maintained by the Health, Nutrition, and Population Team of the Human Development Network (HDNHE) and previous units responsible for managing and monitoring grants to partnership programs. Records in this series document financial support for various programs primarily under the Bank's Special Grants Program (SPG) created in 1982, as well as the Development Grant Facility (DGF) approved in FY1998 which later absorbed the SPG. The management of funds and the activitiesfinanced were supervised by HDNHE and its predecessors beginning with the Population, Health, and Nutrition Department (PHN, 1979 to 1987). The programs were implemented by the Bank's development partners in the form of country-level operations, knowledge initiatives, advisory services, and collective action across countries on PHN sector priorities.

Partnership programs represented in the files include, but are not limited to: World Health Organization (WHO) for the Human Reproductive Program (HRP) and Stop TB (Tuberculosis); UNAIDS and WHO for HIV/AIDS; Commonwealth Medical Association (CMA) and Population Council for Safe Motherhood activities; Global Fund for Women and Female Genital Mutilation (FGM) programs; and International Council for Control of Iodine Deficiency Disorders for (ICCIDD) iodine nutrition control initiatives. Other SPG- and DGF-supported programs addressed malaria (Roll Back Malaria), disease testing, family planning and contraception, and organization of conferences, training, andstudies across the sectors.

The records reflect the activities of HDNHE program managers throughout the trust fund cycle, including preparation and review of grant proposals for the sector board or predecessor committees, handling communication with partner grant recipients, preparation of the Letter of Approval (LOA) issued by the HDN Vice President, arranging disbursement of funds, and evaluation of programs. Files contain substantive information on health, nutrition, and population programs in the formof: internal memoranda; all-in-1-notes; incoming and outgoing letters; handwritten notes; draft and final proposals; recipients' annual, financial, and technical reports; recipient interim reports; budget reports; minutes of meetings; background papers, some prepared by PHN; and printed material produced by partner organizations.

Correspondence is between the responsible HDNHE or predecessor unit program manager and the president or head of the partner organization. Internal memoranda are addressed toand from the sector program manager, sector director, and other sector staff including the Population Policy and Advisory Service Group (PPAS, established in 1992 in the PHR Front Office). Other Bank groups represented in the memoranda are the Special Grants Oversight Committee Secretary, DGF Secretariat, and others. The correspondence and memoranda cover matters including proposals or reports received the grant recipient's use of funds or surplus funds, legalities of budget guidelines, and comments on theLOA. The accounting and disbursement data are mostly presented in memoranda between HDNHE or predecessor unit and the Office of the Vice President and Controller (CTRVP).

There are also chronological files (1985 - 1997) and records related to SPG meetings, committee, or advisory group meetings containing agenda, minutes, and correspondence (1994 - 1998). The Population NGOs and Safe Motherhood Committee discussed details of funding proposals, amounts and recommendations, updates on funds spent, and approved proposals. A small volume of records also relate to: the historical background of SPG and include various discussion papers (1987 - 1995); Bank review of SPG in the 1990s; and a PHN strategy report on SPG (1995).

Records were created and maintained by various staff including Senior Population Adviser Tom Merrick, Population Specialist Janet Nassim, Senior Nutrition Advisor Alan Berg, Nutrition Specialist Judith McGuire, Health Specialist Kirrin Gill, and Consultant Crystal Worzola.

Records are predominantly in English. However, there is occasional correspondence, external reports, publications, and other material in French, Spanish, and German.

Partnerships and program collaboration

Series consists of records documenting the partnerships of the various divisions and departments responsible for the population, health, and nutrition sector with external organizations across the sector and program collaboration.

The largest volume of records in the series relate to the administration of the International Health Policy Program (IHPP, 1983 - 1989) initiated by Pew Charitable Trusts, and later jointly funded by Carnegie Corporation, to provide institutional grants for health policy research and individual fellowships for career development. The Population, Health, and Nutrition Department (PHN) and World Health Organization (WHO) provided guidance and support to IHPP. Beginning in 1986, the Bank provided office accommodations to the program's three-person secretariat within PHN (soon the Population, Health, and Nutrition Division [PHRHN] after the Bank-wide 1987 reorganization). The IHPP Secretariat was led by Director Davidson R. Gwatkin who reported to the international Advisory Committee responsible for guiding and overseeing the activities of IHPP. The secretariat salaries and expenses were paid by the Institute of International Education (IIE), the agency that administered Pew's contribution. Dr. Anthony Measham and David de Ferranti of PHRHN represented the Bank as members of IHPP's Advisory Committee.

Records reflect the secretariat's role in managing the IHPP including handling proposals and inquiries and directing operational strategy and activities primarily focused on Asian andAfrican countries. There are also records related to meetings and conferences attended by the secretariat and the Bank's activities related to the IHPP. Types of records include correspondence (some arranged in a chronological file), proposals, guidelines, reports submitted to IIE, discussion notes, external reports, Pew conferences papers, and financial and administrative records.

The series also contains records related to the Bank's partnership with the WHO / United Nations Development Programme (UNDP) / Bank Special Programme for Research and Training in Tropical Diseases (TDR, 1972 - 1988, predominant 1978 to 1987). TDR was formed in 1975 to develop research, leadership, tools, and strategies to control the endemic tropical diseases (malaria, schistosomiasis, filariasis [including onchocerciasis], trypanosomiasis, leprosy and leishmaniasis) in developing countries. The Bank became a cosponsor of the program in 1977 as well as administrator of the TDR trust fund which consisted of contributions of governments and multilateral organizations. In fiscal year 1982, the Bank became a financial contributor to TDR. Records document PHN's administration of the TDR fund, participation in TDR's annual governing body meetings (Joint Coordinating Board), Standing Committee, the Scientific and Technical Advisory Committee (STAC), and operational support.

TDR records include: memoranda, letters, and cables between PHN Directors Dr. John Evans and John North and TDR partners and donors, and some memoranda between PHN senior staff; programme, committee, and annual reports; financial statements; Board documents; copy of Memorandum of Understanding (MOU) agreement; Director Evan's back-to-office report and memoranda to senior vice president of operations; consultant reports; aide-memoirs; data tables; and printed material such as TDR newsletters, and external articles and reports. The MOU and fund arrangement file also contains the proposal for World Bank financial participation in international health research programmes, prepared by PHN in 1981 and presented as a memorandum from President McNamara to executive directors. Internal memoranda cover a range of topics such as securing resources to support TDR, arrangements for Bank's financial contribution to TDR, methods of investment and rate of return, budget, projects, policy, audit planning, comments on discussion papers and draft reports, and research capability strengthening. Correspondence from WHO assistant director-general to government officials and donors is copied to PHN director and relates to acknowledgment of contributions and soliciting participation in the Joint Coordination Board and fund raising. There is also correspondence between WHO assistant director-general and Senior Public Health Specialist Dr. Bernard Liese (PHNDR) regarding TDR contributions, budget, and other matters. A small number of files relate to the External Review Committee and history of TDR and background material for Bank participation (1974 - 1980).

Several files related to TDR thatwere originally maintained in the Non-Regional Information Center (NRIC) primarily contain correspondence beginning from 1972. These files contain original letters and memoranda to and from director of the Office of Environmental and Health Affairs (CPSEH) Dr. James Lee, (1975 - 1979) to WHO and the TDR director, and letters to and from the Bank's Water and Urban Development to TDR Officer. There is also correspondence sent and received by Public Health Officer Dr. Arlene Fonaroff (CPSEH 1978 - 1979, Population Projects Department Operations Division [POPD1] late 1979 - 1980, Division 1 Africa [PHND1] and PHN Director's Office [PHNDR] until 1981). Fonaroff and Lee were members of the TDR Standing Committee until approximately 1979.

The series also contains several files related to the Diarrheal Diseases Control (CDD) Programme (1978 - 1985) launched by WHO in 1978 in collaboration with PHN on behalf of the Bank, and other partners, UNDP, and United Nations International Children's Emergency Fund (UNICEF).Records include, but are not limited to: memoranda authored by Dr. James Lee on a draft proposal for CDD; memoranda between Fonaroff and Director Dr. Evans regarding CDD meetings and activities; and original letters from WHO director-general regarding CDD meeting follow-up.

Also included among the records in this series are several files related to PHN

budgeting and coordination support for the global Onchocerciasis Control Program (1979 - 1987) also known as river blindness disease. PHN supported the control program through technical assistance, attendance at statutory and technical meetings, co-organizing symposia, reviewing health project preparation, disease surveillance and control arrangements in OCP countries, and evaluating operational research undertaken by OCP such as the Onchocerciasis Chemotherapy Project Working Group. Onchocerciasis records were primarily maintained by PHN Epidemiologist Dr. Andre Prost and Deputy Division Chief Dr. Bernhard Liese (PHND2) who was a member of the secretariatof the OCP Committee of Sponsoring Agencies (CSA) and Expert Advisory Committee. Records include: back-to-office reports; copies of OCP committee and program reports; WHO OCP progress reports; Bank authored and WHO joint-authored research papers; PHN position paper on OCP; original and copies of internal memoranda between Prost, Liese, various PHN directors, and West Africa Region (WA1) senior management; copies of internal memoranda and outgoing letters from the Bank's OCP Coordinator Bruce Benton and theOCP programme director in Burkina Faso and correspondence from Bank senior vice president of operations and director, country programs in Africa to sponsoring members and donors.

The series also contains records related to the Special Programme of Research, Development and Research Training in Human Reproduction (HRP) in which the Bank is a partner with WHO, UNDP, United Nations Population Fund (UNFPA), and UNICEF. HRP was formed to conduct research in human reproduction, bringing together policymakers,scientists, health care providers, clinicians, consumers, and community representatives to identify and address priorities for research to improve reproduction and sexual health. Records primarily include annual technical reports, biennial reports, meeting reports of the policy and coordinating committee of HRP attended by PHN Senior Population Adviser Dr. Tom Merric or Director Ann Hamilton on occasion, and related correspondence. There are also files concerning the Scientific and Technical Advisory Group(STAG), Standing Committee Reports (1986 - 1994), and the Bank's role in global population efforts (1989, 1992 - 1994).

Series also contains two files related to Bank - UNDP partnerships on projects implemented by UNDP. These are: UNDP/GLO/81/007 Administrative Committee on Coordination (ACC) - Sub Committee on Nutrition Research Planning (SCN) (1981 - 1983); and UNDP/GLO/77/014 - International Centre for Diarrheal Disease Research (1978 - 1981).

Knowledge and learning events

Series primarily contains records related to conferences, seminars, internal training courses, brown bag lunch (BBL) presentations, or other events organized or attended by the Health, Nutrition, and Population Team (HDNHE) and previous units. A portion of the records were maintained by Principal Economist Helen Saxenian who was also the health, nutrition, and population sector training coordination committee chair. Records were also maintained by Senior Nutritionist Judith McGuire, Consultant Joy Miller de Rosso, and others.

Records comprising the series include: correspondence; seminar and presentation papers; back-to-office reports, several regarding health reforms and health systems studies; sound and video recordings of presentations; hard copies of presentation slides; minutes and agenda of committee training meetings; and learning materials such as course descriptions and BBL summaries occasionally filed with statistical data tables or articles.

Topics include, but are not limited to: HIV/AIDS, evidence-based medicine, vaccines, health care and poverty, nutrition, health and social sector reform, Safe Motherhood or women and children's health, and country health care systems.

There are also two files related to the Bank's Economic Development Institute (EDI) case studies (1980 - 1990).

The series also contains audiocassette recordings of the Food and Nutrition Policy Course (1997 - 1998) and one file of textual records containing the course material. The videocassette titles included in the series are "What do Women and Children Die of?" (1998) and "Challenges for Health Sector Reform in Latin America and the Caribbean" (1999).

Chronological files

The series consists of records created by the Population, Health and Nutrition Division (PHRHN) and its subordinate units beginning from 1988 and continuing through 1995 under its' successor, the Population, Health and Nutrition Department (PHN) of the Human Resources Development (HRO) Vice Presidency.

Records generally consist of outgoing memoranda and letters, specifically hard copies of All-In-1 messages and attachments. Much of the correspondence is between division staff and external agencies, institutions, and governments discussing information exchange, collaboration on projects, and conferences. Correspondence between PHN staff and other Bank departments relates to: research paper publication; peer review and comments on research, strategy, and policy papers; conference attendance and planning; preparation of sector reviews; grants and trust funds; and assistance to and collaboration with the regions. Other records occasionally found among the correspondence are back-to-office reports; terms of reference (TORs); aide memoires; published and unpublished reports and policy papers; sector reviews; and business plans.

A small body of correspondence files all dated 1993 were provided classification by country or subject presumably by IISC (see Archival History field for further information). Most of the country files contain a single memorandum regarding projects, pre-appraisal and reviews, or country health or nutrition data. The subject files are also thin, and cover a variety of topics under: administration (including budget, work program, special grant or donor funding, and fiscal review); policy development and research; dissemination and training (including publications and attendance at conferences, workshops, roundtables, and other events); and general functional areas). This set of files contain mostly memoranda between PHRHN division staff and other Bank staff, including the Regions, often in the form of TORs and back-to-office reports.

Records of the Population, Health, and Nutrition Sector

  • WB IBRD/IDA WB_IBRD/IDA_89
  • Fondo
  • 1963-2001 (predominant 1972 - 2000)

The fonds contains records predominantly created between 1972 and 2000 by the Population, Health and Nutrition Sector. A small portion of records that date from 1963 are external reports and other material used for background reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the Population, Health, and Nutrition Sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of the sector's functional responsibilities including: producing studies and publications; policy development; operational support to the Regions regarding quality review of Bank projects; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other multilateral and private-sector organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

Population, Health, and Nutrition Sector

Staff and consultant reports and documents

The series consists mainly of reports authored by staff and consultants of the Education Research Division (EDTRS) and Education Policy Division (EDTPT). Reports were prepared for internal dissemination, presentation at conferences or seminars, or issued as publications. The records were primarily accumulated between 1974 and 1990, apart from a single 1967 Economics Department report. The series also contains a small number of reports by Bank staff outside of the sector or by external authors.

Record formats include, but are not limited to, internal working papers, discussion papers, research papers and research project outputs (RPO), sector review papers, background papers for Bank seminars, manuals, and copies of articles authored by sector staff and collaborators for external economics or education-related journals. Some papers are Bank-numbered series such as the Education and Training Series discussion papers (1985 - 1987). However, many reports are not numbered. Other document formats include lectures and case studies.

Most of the series consists of files with a single or bound report. The reports are mainly final drafts or published versions; very few rough drafts with annotations are found in the records.

A smaller amount of staff and consultant reports contain one or more different papers and typically consist of internal memoranda and letters regarding the revision of the reports or publication arrangements. Correspondence is between EDTRS Division Chief George Pscharopoulous and other EDTRS staff, consultants contracted to author reports, or from EDT director to the Bank's Publication unit. The files containing reports and related correspondence range from 1981 to 1987.

Reports and documents focus on regions, countries, or specific sector topics. Topics include, but are not limited to: procurement in Bank education projects; effective schools; higher education; informal education; teachers issues and salary; educational planning and change; development of school media services; users charges and expenditures for public education; income benefits of schooling; manpower planning; and review of educational research capabilities in less-developed countries.

Authors that are most prominently represented in the series include George Psacharopoulous, Stephen P. Heyneman, Manuel Zymelman, Dean T. Jamison, Peter R. Moock, Marlaine Lockheed, Jee-Peng Tan, Alain Mingat, and John Simmons (Policy Planning Division).

Many reports in the series are co-authored, such as the "Education and development: Viewsfrom the World Bank" 1983 report by EDT Director Aklilu Habte, Psacharopoulous, and Heyneman. Also included is a first version of a "Handbook for implementation of education projects" (1975) prepared by Education Department, Central Projects Staff.

Operations research

Series contains records maintained by the Education Department (EDP, 1968 - 1972, later EDC, 1977 - 1984) and successor units responsible for producing and disseminating research. Research is conducted by the sectors to support operations projects as well as regional, country, or specific sector programs and initiatives, and to improve the level of sector knowledge in particular areas. Records were primarily created between 1968 and 1991 apart from a set of questionnaires dated 2005 and copy of an externalreport dated 1965 used for reference.

Many of the records were created by George Psacharopoulos during his tenure as education research adviser, Education Department (EDC, 1981 - 1983), manager, Education Research Program (EDCRS, 1983 - 1985) followed by Research Division chief (EDTRS, 1985 - 1987). Other records were created by Senior Adviser Wadi D. Haddad, Senior Sociologist Stephen P. Heyneman, Economist Elizabeth (Beth) M. King, Michael Wilson, and others.

Record formats include, but are not limited to: correspondence regarding collaboration, sharing of information, comments on draft papers, or research conducted for the unit by university professors and other third parties; research proposals; initiating briefs; preliminary outlines; Terms of Reference; back-to-office reports for missions relating to research projects; statistical and other data; operational project audit and completion reports; published and unpublished external reports from governments, external organizations and scholars; working and discussion paper drafts and final versions; surveys; handwritten research notes; copies of journal articles and press clippings; and computer floppy disks containing final papers and research results.

A portion of the material specifically relates to country studies regarding living standards in Peru, higher education in Africa, diversified secondary curriculum (DiSCus) in Colombia and Tanzania, and university education in Pakistan. Other topics include, but are not limited to: economic impact of education; women in education; structural adjustment and education; education and public expenditures; vocational training; education strategy and employment policies; assessments of testing capacities; effects of school conditions and atmosphere on students' performances; informal sector education and employment; education and earnings; and education and environment.

Several of these subject files relate to the preparation of Research Project Outputs (RPOs). The RPO numeric code was assigned to projects throughout the Bank by the Development Economics Department. One such set of files relates to RPO 672-45 Diversified Secondary Curriculum Study (1968 - 1985, not inclusive) prepared by George Psacharopoulos and previously by Wadi Haddad. Records consist of back-to-office reports following missions, internal and external correspondence including with the Research Committee, working papers, questionnaires, research notes and data, and various other record types.

There are also records (1984 - 1986) pertaining to the EDTRS publication "Financing education in developing countries: an exploration of policy options" issued in 1986. Records include working drafts and review draft versions, memoranda from EDT Director Aklilu Habte to Operations Policy Staff Vice President S. Shahid Husain including the initiating brief, correspondence concerning press reaction, and other items.

A small portion of records in the series reflect collaboration between the Research Division and the Education Policy Division (EDTEP) led by Division Chief Dean T. Jamison regarding policy on education in Africa (1983 - 1987). Records include memoranda from Jamison and Psacharopoulos to OPSVP sharing a summary of the Bank-organized Research Priorities in Education in Sub-Saharan Africa Conference proceedings held in Bellagio in 1985, final conference report, agenda and list of participants, papers presented at the conference, and a pre-conference report on workshop research priorities (1984).

The sector policy study "Education in Sub-Saharan Africa: policies for adjustment, revitalization, and expansion" soon followed, issued in 1988. There are three volumes of files (1984 - 1987) pertaining to the preparation of the study. Included are memoranda between Haddad, Jamison, task leader and Senior Economist Peter R. Moock (EDTEP), Operations Adviser Ralph W. Harbison, and other staff discussing the development of the paper, comments on preliminary versions, and budget. Included with the memoranda are the initiating brief with follow-up comments, meeting address of Habte, and background data and papers.

Records originally maintained in the NRIC (1981 - 1982) contain internal memoranda between Haddad and Habte, letters exchanged with external agencies, primarily the International Development Research Center regarding the sector's participation in the Research Review and Advisory Group and other collaborative activities. Back-to-office reports, draft outlines and reports, and other items are also filed with the correspondence. Finally, a small portion of questionnaires maintained by Director Ruth Kagia related to the Ngecha Education Study (2005) also belong to the series.

Most of the records are in English, with correspondence and reports occasionally in French and Spanish, and research data and questionnaires in Swahili.

Knowledge management products

Series contains a variety of records mostly maintained by the HDNED Knowledge Management unit responsible for producing or disseminating education sector information products and responding to client requests. Records in the series take the form of reports; project lesson reports; newsletters; presentation slides; correspondence; and supporting documentation.

A significant volume of records is comprised of Bank reports (primarily Quality Enhancement Review [QER] reports), newsletters, and publications related to country education projects (1999 - 2004). Numerous countries are represented from all regions, particularly European and Central Asia as well as the Middle East and South Asia.

The series also contains records related to presentations and visits of Director Maris O'Rourke including her 1998 visit to the United Nations, presentations to the Human Development Council HDN, and other external presentations on the Bank and education. Several presentation files contain transparency slides, and a small number of these include the hard copy slides with presentation notes. Some slides appear to be prepared as templates for presenters to customize for audiences while others were prepared and used for specific presentations.

Other subject files cover: economics of human resources and economic analysis of education projects (1994 - 1999); the role of the World Bank in education as well as in education research and evaluation (1996 - 1998); structural adjustment and education (1997); knowledge management (1997); education strategy (1999); sector board's work program and budget (1999); and a small volume of conference and workshop papers such as for Quality of Economic and Sector Work (ESW) Workshop (2002).

Records regarding the World Education Forum, Dakar (2000) contain: email hard copies between O'Rourke and Steven Commins (External Relations); attached reports and Education for All (EFA) planning meeting summaries centered around communications and public relations; draft outline for President Wolfensohn speeches; back-to-office reports of O'Rourke and successor Director Ruth Kagia; and draft conference reports.

Operational support

Series consists of records documenting HDNED and previous units support to the Bank's lending and project activities within the education, training, and employment sector. Records are organized into subject files and contain details on Bank loans and credits and interaction with units in the various regions.

The earliest records in the series were maintained by the Project Related Training Program (EDCPT) staff of the Education Department created in July 1983. The unit provided operational support to theregional transportation, public utilities, and agriculture divisions on matters related to project-related training (PRT) which primarily involved developing advanced courses and instructing sector staff on project design and implementation. In February 1985, EDCPT became the Project Related Training Division (EDTPT) under the renamed Education and Training Department and was terminated in July 1986. Records cover the period from 1982 to 1986 and include: preliminary draft guidelines; copies of internal memoranda, many to EDT director; policy notes; discussion papers; and a copy of the 1978 Operation Evaluation Department (OED) Review of Bank Operations in the Education Sector report. Specific topics covered, but not limited to, include: guidelines for project related training components in transportation projects; an approach to manpower development for the transport sector; guidelines for designing training components in agricultural and rural development projects; and United Nations Educational, Cultural, and Scientific Organization (UNESCO) Cooperative Program review. EDPT records were primarily created by Senior Training Adviser Augustin Alberti, Division Chief Lennart Swahn, and Senior Training Adviser H.W. Barker.

The series also contains records related to the Quality Enhancement Review (QER) panel's work on various education projects managed by operational task teams, and a review of the World Bank Institute Education Training program. The QER panel was first instituted for HDN projects in Fiscal Year 1999. QER broadly followed the Quality Assurance Group (QAG) methodology to improve the quality of projects but functioned as an independent group of senior colleagues who conducted the project preparation review with the task teams.

QER records were created between 2000 and 2007 apart from a file containing a 1997 report. Senior Education Specialists Juan Manual Moreno, Yidan Wang, and other HDNED served as QER panel members with typically two or three other colleagues from the region's education units. QER panels were not always represented by HDNED staff but in the case of these records, the panel reviews were jointly sponsored by the Education Sector Board and QAG. Records contain panel Terms of Reference, agenda or interview schedule, draft project concept notes, project appraisal documents (PADs), aide-memoires, issues papers, minutes of review meetings, back-to-office reports, project data tables, country profiles, external strategy papers and reports, previous QER reports, and other reference material collected by the panel to support its review. Most files do not contain a final panel review report. Among the several projects represented in the files are West Bank and Gaza Higher Education (P083767) and Montenegro Education Project (P084597).

There are also files regarding sector plans, sector strategy, and country and lending information. Sector plan files relate to the Fast Track Initiative (2002 - 2005) and include Education for All and Fast Track Initiative (EFA-FTI) proposals and plans produced by member countries across multiple regions. Education sector strategy records (1999) contain an implementation plan, chapters, annexes with data tables and figures and maps outlining education lending, and two hard copy emails between HDNED Adviser Jeffrey Waite and Anja Robakowski-Van Strolen. Finally, there is a file containing country information divided by region with country action plans and supporting data on the status of education and Bank assistance in each country.

Policy and best practice development

Series consists of records related to the development of policy and best practice for projects and sector work in education and employment that were created and maintained by the Education Department (EDT, 1972 - 1977 later EDC 1977 - 1984) and its successor units. The series represents the policy working papers, guidelines, standards, and other instruments prepared by the sector as well as the collection and analysis of guidelines, manuals, and other tools developed by other Bank departments and external organizations such as the United Nations Educational, Scientific, and Cultural Organization (UNESCO). The series also reflects the activities of external advisory panels formed to make recommendations regarding the Bank's education policy. Records were predominantly created between 1972 to 2003, apart from a small number of externally authored reports from the 1960s.

The largest volume of records relate to educational guidelines mostly maintained by the Education Department (EDC) Implementation Advisor David H. Lewis who reported to the EDC director. Files contain guidelines, reports, and internal memoranda between Lewis and Director Duncan S. Ballantine and his successor Aklilu Habte, Senior Advisor Mats Hultin, or regional Education Projects Division architects. Certain records were also created by EDC Educator Clifford W. Gilpin. Guidelines records are organized by subject and cover the topics of operational guidelines, school construction, architectural standards by country, basic learning equipment in education projects, and analytical data. Guidelines were developed for sector staff, consultants, and region staff to maintain and improve the quality of Bank lending and related operations.

Operational guidelines

Records categorized as operational guidelines mostly relate to the discussion and dissemination of guidelines regarding Bank education projects. Guidelines pertain to organizing project appraisal, implementation, procurement practices, preparation of project reports, architectural space and unitappraisal costs, technical assistance, maintenance of education facilities, implementation of construction components and basic equipment in education projects, sector report guidelines, and more. The guidelines are typically in the form of report or sector memoranda prepared by the Education Department but also include jointly prepared user guides, Operations Evaluation Department (OED) guidelines, and "Introduction to the World Bank's Manpower and Education Model" manual prepared by Technical Department,Europe, Middle East, and North Africa Region (1987). Internal memoranda within the files are mainly addressed to EDC Director Habte and contains Lewis' reports on seminars and conferences attended, discussion of changes and approach to the project cycle, and Bank activities in financing educational facilities. Other record types found within the operational guidelines files are charts illustrating project development, job descriptions, and conference papers.

Analytical data

Analytical data records are mostly in the form of internal memoranda, such as from EDC director to EDC staff or to all Regional Education Division staff regarding global data on education enrollment, education and training lending, comparative education indicators, and more. Data tables outlining figures or standard measurements of these data sets are sometimes filed with memoranda.

Architectural standards and school construction guidelines

Records related to architectural standards and school construction contain research reports and guidelines specifying the dimensions and materials for construction of schools as well as for school furniture and equipment. Reports are mostly UNESCO Regional Office design protocol reports shared by Lewis with the other regional architects for projects. However, there are also United States Agency for Aid Development (USAID) and international institutes external reports and guidelines used as reference.

Architectural standards records are organized by country or region. Several files relate to primary school building programs, urban primary schools, low-cost school and housing design, and community development and education centers. Internal memoranda from Lewis to regional staff to share information and details on prototype designs and features, costs, partners, village involvement, progress reported, and occasionally, brief mention of IDA education projects. There are also outgoing letters to UNESCO regional office education officials. Other records within the files include: costing or budget sheets; external reports or manuals, many of which were prepared by the UNESCO Regional Office for Education in Asia and UNESCO Regional Office for Education in Africa, and in Latin America and Caribbean; external reports of country ministries or research institutes; and an architects' brief. The external reports are mostly in English, French, and Farsi.

UNESCO project preparation guidelines

Also included in the series are records related to UNESCO guidelines for project preparation including a 1965 UNESCO low-cost school building report and recommendations, and a 1969 UNESCO report. There is also a substantive briefing note on UNESCO and World Bank relations in the education sector that was prepared by the Education and Employment Division, Population and Human Resources Department (PHREE) in 1988.

Other guidelines subject files

There are numerous other educational guidelines subject files maintained between 1973 and 1983 regarding data collection, project management, educational use of mass media, labor requirements model, education and manpower model, review of education lending (FY1979 - 1983), summary list of projects, and other topics.

The more recent policy development subject files (1990 to 2001) relate to: Education for All Fast Track initiative (EFA-FTI); girls' education; Development Assistance Committee (DAC) goals; Africa Region education action plan and sector overview; and Task Force on Bridging the Digital Divide through Education.

External Advisory Panels

The series also contains records related to the establishment and dissemination of reports from advisory groups between 1978 and 2003. The External Advisory Group on Training for the Education Sector was appointed by Bank President McNamara in late 1977 to review the status of education in the developing world including the Bank's education and training lending and projects and to recommend areas for future action. The panel was chaired by David E. Bell of the Ford Foundation. Records related to the final report of this panel were maintained in the Non-Regional Information Center (NRIC) and consist of a single file (1978 - 1980). The NRIC file contains mostly internal memoranda to and from Director Habte regarding comments on the panel report issued in 1978 and input from the Regions including from R.K. Johnson, chief Education Division, East Asia and Pacific Region (AEPED). There are also letters between Chair David E. Bell and President McNamara regarding completion of the final report and from Habte to panel members announcing the 1979 Education Sector Strategy paper and follow up on the panel recommendations. Also included is a letter from Vice President Willi A. Wapenhans, East Africa Regional Office to the Tanzanian minister of education regarding a requested visit of the recently formed advisory panel to Tanzania.

Records also reflect the establishment and activities of subsequent advisory panels formed annually to advise the Bank on the future direction in education covering the period 1994 to 2003. The 1994 to 1995 correspondence andbackground notes relates to the formation of the first annual panel formed in 1996. Records were primarily maintained by the Human Development Department Education Team (HDDED) Manager, later Director Maris O'Rourke. Correspondence is in the form of all-in-1 notes and email hard copies and facsimiles between O'Rourke, HDD Director David de Ferranti, HDD senior staff, and letters to and from panel members including invitations to annual panel meetings. There are also copies of correspondence between the 1997 External Advisory Panel on Education Chairman Jozef (Jo) M.M. Ritzen and de Ferranti and Bank President James Wolfensohn, including a facsimile on advice to the World Bank addressed to Wolfensohn and follow up thank you letters from Wolfensohn to Ritzen and other panel members.

A variety of records are filed with the advisory panel correspondence including: Terms of Reference for the panels; panel meeting agenda; meeting draft conclusions; preliminary and final panel reports; Ritzen?s speech on reforming education to the World Bank Forum; transcript of the newly formed Human Development Network (HDN) kick-off meeting between de Ferranti and Wolfensohn; agenda and summaries of meetings including sector board meetings and correspondence related to the board's functions regarding the panels; hard copy presentation slides; addresses by Wolfensohn and senior management; issues papers; education sector booklet and other promotional material; external articles and newsletters; two copies of the 1978 panel report, one bound copy, kept by O'Rourke; and agenda with outgoing letters of invitation sent by O'Rourke for the high-level UNESCO meeting on the future of educational statistics and indicators hosted by the Bank. Following O'Rourke?s departure as director in 2000, Acting Director Marlaine Lockheed and HDNED Operations Officer Sobhana Sosale were involved in panel selection and meeting preparations, later under the direction of Ruth Kagia who began her tenure as director in early 2001. There is a small volume of mostly administrative correspondence from this period to 2003, including internal email hard copies and letters to panel members.

Education Sector Strategy Paper

There are also records in the series (1997 - 1999) regarding the preparation of the Education Sector Strategy issued in 1999 to shape policy and practice in member countries. Records were primarily maintained by Director O'Rourke, Adviser Jeffrey Waite, and Projects Assistant Anja Robakowski-Van Stralen. Record types include handwritten notes, concept papers, preliminary outlines and drafts beginning from late 1997, several with annotations, and the draft final report submitted to the Board of Executive Directors' meeting (1999). Correspondence is in the form of hard copy emails and occasionally internal memoranda primarily to and from O'Rourke and Waite containing comments from the sector board, external individuals, executive directors, and other Bank department staff including from the regions and the Operations Evaluation Department (OED). There is also an OED evaluative report and Committee on Development Effectiveness (CODE) informal subcommittee review meeting summaries, as well as correspondence and outlines of plans for strategy development, such as the timeline for implementation of the sector strategy work in the regions. Also included are O'Rourke's memoranda to the Operations Policy Committee presenting the paper and data collected, summaries of meetings with HDNED staff and regional staff to discuss the strategy paper, and summaries of other meetings such as with Wolfensohn regarding the status of education in the regions.

Annual reviews

A small portion of records in the series contains correspondence related to the internal review of Bank policy in the education and employment sectors (1983 - 1986), including copies of the operations annual review, Sector and Operations Vice Presidency (OSP) annual sector review, and Operations Evaluation Department (OED) annual reviews. Among the correspondence are draft reports and papers used for background and reference material.

NRIC policy reports and documents

Finally, there are four general policy files originally maintained in the NRIC that contain various reports and other records produced by Education Department (EDC) senior staff, consultants, and others (1978 - 1980). Included in the files are: OED Review of Bank Operations in the Education Sector (1978); Education Sector Policy Report No. 2680 (1979); Policy Review Committee Staff level review meeting on the Education Department, Central Projects Staff Education Sector Policy Paper (1979) and policy paper discussion drafts (1978 - 1979); Food and Agriculture Organization (FAO) and World Bank Cooperative Program "Training Equipment Lists in Food and Agriculture" publication with a forward by Habte (1978); and the publication entitled "Occupational structures of industries" by Manuel Zymelman (1980) containing country tables and industry tables.

Grant and trust fund management

Series contains records of the Human Development Network Education Team (HDNED) and previous units related to the management of funds to support global and regional development initiatives. Records document financial support for various education programs under the Bank's Special Grants Program (SPG) as well as the Development Grant Facility (DGF) approved in fiscal year 1998 which later absorbed the SPG. Most records in this series relate to DGF-supported programs. The programs represented in the records were implemented by the Bank's development partners including United Nations agencies, international organizations, bilateral agencies, foundations, and the private sector. DGF programs consisted of: country-level activities; capacity building; knowledge initiatives such as organization of conferences and training; and collective action across countries on education sector priorities.

Partnerships and programs represented in the files include, but are not limited to: World Education Forum for the Education for All (EFA) program; United Nations Educational, Scientific and Cultural Organization Institute for Statistics (UIS) program of education statistics to monitor country-level progress towards EFA goals; Global Development Network (GDN) to support education research; Association for the Development of Education in Africa (ADEA) and knowledge initiatives; Forum of African Women Educationalists (FAWE); and International Programme for the Improvement of Educational Outcomes (IPIEO).

Records were createdand maintained between 1995 and 2005 by various HDNED staff primarily including Shobhana Sosale, senior education specialist and program manager for trust funds, Task Manager and Economist Elizabeth (Beth) King, Adviser Marlaine Lockheed, and Sukai Prom-Jackson. The records reflect the activities of program managers throughout the grant and trust fund cycle, including preparation and review of grant proposals for the sector board, handling communication with partner grant recipients, preparation of the Letter of Approval (LOA) issued by the HDN vice president, arranging disbursement of funds, and the audit and evaluation of programs. Other records reflect participation in Bank and externally organized conferences and workshops on trust funds, and the trust fund learning and certification program.

Files contain detailed information on grant and trust fund-related programs, activities, achievements, and partnerships and contain the following formats: internal memoranda; all-in-1 notes and email hard copies; incoming and outgoing letters; handwritten notes; draft and final proposals; partnership approval and tracking system (PATS) output reports; guidelines; recipients' annual, financial and technical reports; recipient and internal progress reports; expenditure statements; budget reports; funding data tables; agenda and minutes of meetings; background papers, some prepared by the sector; fiscal year education DGF strategy and programs draft paper; letters of representations; lists of program trust funds; and printed material produced by partner organizations.

Internal correspondence is mostly between the responsible HDNED program manager or director, sector staff, and sector board, and HDN vice president. The correspondence covers various matters such as: reviews of proposals including recruitment of external peer reviewers for proposals; survey data for DGF applications; feedback and comments on proposals, including from the Education Sector Board; reporting on priorities for use of trust funds; the Bank's trust funds management reform; and announcements of trust fund agreements from the Trust Funds and Cofinancing Department (CTF). Other correspondence and associated records, such as the draft DGF sector strategy proposal, detail how funding was shaped by the Education Sector Strategy Paper issued in 1999.

Hard copy emails between program manager Sosale and the DGF unit and with HDNED directors concern the disbursement of educational grant program funds and contain general details on proposed individual programs and fiscal year priorities for funding. Attached to these emails are score cards of proposals from DGF manager, submission summary report, and strategy reports.

External correspondence includes the LOA sent by HDNVP to the president or head of the partner and recipient organization, and letters or hard copy emails from the director and program managers about proposal preparation, use and disbursement of funds, and other matters and queries such as categorization of funding.

The series also consists of records related to the Bank Netherlands Partnership Program (BNPP, 1997 - 2003) that contain funding proposals for the Dutch Trust Fund, email hard copies and memoranda outlining prioritized proposals by Marleen Dijkman (HDNHE) and from Education Sector Board Secretary Margaret Amaral to HDN Vice President David de Ferranti. Records document activities, timeline, and costs of regional and global activities in the education sector such as girls education and EFA.

There are also files related to rejected proposals and task managers' meetings (2000 - 2001).

Budget management

Series consists of records maintained by the front office of the Education Team of the Human Development Network (HDNED) related to fiscal year business planning and reviews in preparation for budget allocation and monitoring. Business plans were developed by the sector director and advisers and were subsequently endorsed by the Education Sector Board on which the director served as chair. Records were predominantly created between 1997 and 2001 by Directors Maris O'Rourke and Ruth Kagia and other senior staff including Bruno LaPorte, Jamil Salmi, and Sukai Prom-Jackson. The records provide contextual information about the organization of HDNED teams, the sector's thematic activities, strategic objectives, support to Bank regions, partnerships, spending, and lending.

Record types within the series include memoranda, hard copy emails, budget sheets, staffing lists, cost and expenditure tables, guidelines, hard copy presentation slides, HDN issues notes, and draft and final reports concerning the sector'sbusiness plans, mid-term review of work programs, and retrospective reviews. These records, particularly the reports that are in table form, detail the sector's various work programs, such as early childhood education, under which the program's various themes, activities, projects and outcomes, and regions of focus are outlined.

Correspondence is between HDNED director or other senior staff and the Human Development Network Vice Presidency (HDNVP), Human Development Network Operations (HDNOP), and Strategy, Finance, Risk and Resource Management (SFRRM) regarding the planning process and budget matters, and allocation of funds to the regions and HD anchor.

Series also includes a file from 2004 containing records related to global partnerships and programs, specifically preparation of the Development Grant Facility (DGF) work program, budget, and Global Program and Partnerships (GPP) portfolio review. Among the records are a hard copy presentation on DGF and proposed DGF budget FY05 to executive directors, hard copy emails attached to DGF summary information with budget requests and allocations, DGF work program task outlines, draft report, and DGF Council correspondence and reports on allocations for HDN. Correspondence is mainly between HDNED staff and DGF manager.

Education Sector Board records

Series consists of various records maintained by the Education Sector Board of the Human Development Network (HDN) that was launched in September 1996. The Education Sector Board was one of the first sector boards to operate ahead of the Bank-wide reorganization in July 1997 that created networks to link staff working in the same sectors throughout the Bank.

The sector board was chaired by the sector director of the Human Development Network Education Team (HDNED). Maris O'Rourke was the first to serve in this position (1996 - 2000), followed by Director Ruth Kagia (tenure 2001 - 2008). The board was comprised of staff drawn from the network as well as representatives from the regions, Development Economics Department (DEC), International Finance Corporation (IFC), and World Bank Institute (WBI) and was managed by a sector manager. Accountable to the HDN Council led by the Human Development Network Vice Presidency, the board was supported by a secretariat. Records in the series reflect the responsibilitiesof the board in setting the strategy for the Bank's work in the sector, endorsing business plans and budget, ensuring the regions and anchor perspectives were coordinated, overseeing the outreach and partnerships for the sector, and vetting grant and trust fund proposals for quality, consistency, and prioritization with sector objectives.

A large portion of the series consists of meeting records including minutes, agenda, and reports from 1996 to 2006. There are records for one 1996 meeting held in December and a gap in the meeting records exists between 2004 and 2005. Some of the minutes contain handwritten annotations. Occasionally minutes are filed with copies of correspondence to the Office of the President or HDN Council, conference invitations and agenda, course outlines, draft and final discussion papers, external reports or newsletters, and other items. The minutes reflect discussion and decisions taken on various initiatives and topics such as: special grant proposals; preparation of reports or sector strategy; data and trends presented by sector staff including decline in education lending; external conferences and other events held by partners; quality assurance; Human Development Week event activities; fiscal year business plan and budget; staff training and development; awards programs; Bank reorganization; and various internal administrative matters. The minutes also specify follow-up actions to be taken.

The series also consists of chronological files of the sector board (1995 - 2000, with agap between mid-1998 and 1999), sector manager chronological file (2001 - 2002), and several correspondence and external correspondence files in liaison with the Office of the President (EXC, 2002 - 2005), specifically Wolfensohn (1996 - 1998), executive directors (1996 - 1997), HD Council (1996 - 1997), and the network's predecessor, Human Development Department (HDD) front office (1996 - 1997). The EXC correspondence files contain the incoming correspondence and log sheet with instructions, the response prepared by HDNED director or staff on behalf of the director, and emails between staff regarding draft responses that were sometimes jointly drafted with the input of other Bank units.

Subject files maintained by the sector board (1995 - 1999) also comprise the series. Files contain internal memoranda, external correspondence, and other records that relate to strategy, budget, funding, personnel, knowledge management, communications for the 1997 Human Development Network launch, Evaluation Learning Group, partnerships with external organizations, Development Grant Facility (DGF), and specific sector topics such as distance education and technology. There are also files related to the HDN Council that contain minutes of the HD Council meetings attended by O'Rourke and correspondence outlining directives from the HDD VP for the action of the sector board and regarding the launch of the networks including staffing matters. Correspondence is primarily between O'Rourke and other education sector senior staff such as Jeffrey Waite and Nick Burnett and includes all-in-1 messages and email hard copies, internal memoranda, and facsimiles. The correspondence is occasionally filed with internal reports such as working group and portfolio performance review reports, strategy papers, Terms of Reference, handwritten notes, and various other records.

An additional set of records relate to sector strategy, quality, governance, and partnerships (2000 - 2003). Strategy files contain draft business plans, Terms of Reference,issues notes, sector board minutes, framework or working papers, concept note reports, guidelines, executive summaries, and other reports. Strategic areas include Education for All Fast Track Initiative (EFA-FTI), HIV/AIDS, user fees in primary education, adult basic education, early child development, science and technology, and other themes.

Quality review records maintained by the sector board relate to the Quality Enhancement Review (QER) process for Bank-financed education projects at entry, quality training, and portfolio monitoring. The QER was initiated by the sector board in fiscal year 1999 and organized by the Quality Promotion Team, HDNED, in close collaboration with the Quality Assurance Group (QAG) and the regions. The purpose of the QER was to provide professional advice for country and task teams to enhance the quality and impact of projects and economic sector work (ESW). The files titled "Quality" contain: QER guidelines and overview documents; list of QERs FY2001 to 2003; QER panel roster; Terms of Reference; reports; and email hard copies regarding requests for QER by task team leaders (TTLs) and provision of quality training courses in collaboration between HDNED and Human Development Network, Health, Nutrition and Population Team (HDNHE) and HDNVP. The records pertaining to portfolio monitoring include quarterly reports, FY2002 retrospective report, and email hard copies between HDNED staff Omporn Regel and HDN Operations Officer Hongu Yang from HDNHE Lead Specialist Christopher Walker. Also included are four QER files related to Water and Sanitation and two related to Environment Sector Board QER that were presumably kept as reference.

Knowledge and learning events

Series consists of records related to a variety of conferences, seminars, and other knowledge and learning events organized or attended by senior management and staff across the sector's units. Records include internal memoranda, incoming and outgoing letters, agendas, presentation slides, course or training materials, and copies of journal articles and papers.

Many records document HDNED Director Ruth Kagia's participation and presentations in various conferences and other external and internal events. There are files containing mostly presentation slide transparencies outlining Poverty Reduction and Strategy Paper (PSRP) training, as well as Kagia's presentation to the Non-Governmental Organization (NGO) Conference on User Fees in Education held 23 April 2001 discussing the World Bank's position on user fees. Also includes Kagia's paper presentation at the 2002 International Conference of the Centre of African Studies under the topic of new approaches to African development that are filed with letters from conference donors, a list of participants, invitations, and copies of papers presented by other speakers.

Records related to Human Development Week 2000 contain talking points and data under the heading of poverty and human development, including an overview of Human Development Network (HDN) goals, immediate indicators, and future indicators. There are also hard copy emails to and from Kagia and other Bank staff including Human Development Poverty Reduction Economist Michael Walton regarding planning and content, course materials, and communications and evaluations for Humane Development Learning Week (2003).

The series also contains records of Bank-hosted and organized learning events. These include the global Early Childhood Development (ECD) Conference hosted by the Bank in April 2000 to address the benefits and challenges of investing in early child development. The records include some administrative correspondence on preparation and planning of the conference. There is also a file related to the Bank seminar on the international development goals for multilateral development partners and member country development institutions, hosted in March 2001 and organized outside of HDNED, but which Kagia attended. Included are the list of participants, agenda, data slides, background papers, and reports.

A variety of other files relate to: briefing materials and key education documents for various conferences and seminars attended by sector staff as well as Bank President James D. Wolfensohn (1997 - 2003); minutes, report of the Knowledge Board and staff learning progress report (2004 - 2005); year-end reports, evaluations, activity initiation report status and course descriptions (1999 - 2000).

There is also a small volume of records pertaining to the Seminar on Public Expenditures that was developed by the Education Policy Division (EDTEP) and held in 1985.

Partnerships and program collaboration

Series contains records related to the partnerships between education sector units and external organizations and global program collaboration that cover the period from 1987 to 2000. The largest portion of records in the series relate to the World Conference on Education for All (WCEFA), an inter-agency initiative that began with a conference to universalize basic education and that launched the Education for All (EFA) program.

World Conference on Education for All (WCEFA)

The WCEFA records document the establishment, governance, and proceedings of the conference convened by World Bank, United Nations Education, Scientific and Cultural Organization (UNESCO), United Nations and Development Program (UNDP), United Nations Population Fund (UNFPA), and United Nations Children's Fund (UNICEF). The impetus for the conference was the United Nations General Assembly declaration of 1990 as International Literacy Year. Invitations to the inaugural WCEFA were jointly sent from Bank President Conable and the heads of fellow sponsoring agencies. The conference was held March 2-5, 1990, in Jomtien, Thailand and brought together 155 governments, 33 intergovernmental bodies, and 125 nongovernmental organizations (NGOs). The participants adopted the World Declaration on Education for All charter consisting of six goals to meet the learning needs of children, youth, and adults, and a Framework for Action: Meeting Basic Learning Needs that outlined general priority actions for countries.

WCEFA records were mostly maintained by Wadi Haddad, executive secretary of the WCEFA Inter-agency Commission originally based in New York City, and WCEFA Deputy Executive Secretary Nat J. Colletta. For more information about the custody of these records, see the above archival history section. Haddad and Colletta were both senior Bank staff prior to their appointment to the Inter-agency Commission secretariat. Haddad served as the Population and Human Resources, Education and Employment Division chief (PHREE) and Colletta was previously a senior educator in the Bank's India Country Department. WCEFA records were also maintained by Maris O'Rourke who represented the Bank on conference committees during her tenure as senior adviser, Human Development Department (HDD, 1995 - 1996) and director, Human Development Network, Education Team (HDNED, 1998 - 2000). Prior to O'Rourke, other Education Sector senior management or advisers represented the Bank on the various committees and working groups. Adriaan Verspoor, implementation adviser (PHREE, predecessor of HDD), served to represent the Bank on the WCEFA Executive Committee along with Vice President Visvanathan Rajagopalan, Sector Policy and Research (PRE).

The earliest WCEFA records in this series dated 1978 to 1987 are reference items including external reports and a journal article. Most of the early correspondence includes letters and facsimiles between UNICEF and other UN agency representatives and Executive Secretary Haddad. Haddad coordinated the consultations and comments on the draft charter and framework for action from sponsors, co-sponsors, and associates prior to the conference. The correspondence is often filed with background reports from UNICEF and UNESCO and other organizations and consultants, outlines of the basic working documents, some annotated outlines, first drafts of the charter and framework for action, and the final revised papers presented at the 1990 Jomtien conference. There is also correspondence and back-to-office reports of Deputy Secretary Colletta following his participation in partnership or task force meetings and a file that pre-dates his position with WCEFA. This includes an India education sector work file that contains country information, statistics on projects, and initiating memoranda for proposed studies and projects (1987 - 1989).

The earliest WCEFA records in this series dated 1978 to 1987 are reference items including external reports and a journal article. Most of the early correspondence includes letters and facsimiles between UNICEF and other UN agency representatives and Executive Secretary Haddad. Haddad coordinated the consultations and comments on the draft charter and framework for action from sponsors, co-sponsors, and associates prior to the conference. The correspondence is often filed with background reports from UNICEF and UNESCO and other organizations and consultants, outlines of the basic working documents, some annotated outlines, first drafts of the charter and framework for action, and the final revised papers presented at the 1990 Jomtien conference. There is also correspondence and back-to-office reports of Deputy Secretary Colletta following his participation in partnership or task force meetings and a file that pre-dates his position with WCEFA. This includes an India education sector work file that contains country information, statistics on projects, and initiating memoranda for proposed studies and projects (1987 - 1989).

The series also contains a substantial portion of meeting records related to the organization and governance of the WCEFA. These are: Steering Group Meeting (1988 - 1990, first meeting October 1989) including proposals for membership and chronological file, (1987 - 1990); regional consultations (1989 - 1990); Working Group on the Basic Education for All Conference (1988 - 1989); Executive Committee meetings (first meeting in Paris, March 1989 - 1990); heads of agencies meeting (1988 - 1990); sponsors meetings (1989); Regional Conference and International Task Force on Literacy and regional consultations minutesand reports (1989 - 1990). Most files contain agenda, minutes, and correspondence, however others may only contain list of participants and annexed reports or briefing notes.

There are also agreements between the WCEFA sponsors and host government of Thailand, preliminary conference objectives notes, conference programme and roundtable programmes in English and French, and numerous conference workshop files (1989). Workshop files on basic training for out-of-school youth contain the agenda, list of participants, terms of reference, externally authored background reports, case studies, journal articles, and pamphlets. Other workshops on the topics of adult literary and data analysis and presentation include terms of reference, summary record, and correspondence from Deputy Executive Secretary Colletta regarding workshop preparation.

Other WCEFA files are titled "Illustrative" and "Thematic" (1978 - 1990). Illustrative files contain conference pamphlets, abstracts, background papers, case studies, and othersession materials distributed to participants. Thematic files contain guidelines, publications, and special studies booklets for roundtables organized by the secretariat, lists of proposed thematic or global roundtables, draft outlines, notes for the record, and correspondence with roundtable coordinators and attached proposals from sponsoring agency representatives regarding contributions. Some thematic files contain abstracts and background reports as in the illustrative files. Abstracts, or synthes, arecommonly in both English and French. Several reports and publications presented or studied at the roundtable sessions were prepared by Bank education staff. The earliest report is the 1978 World Bank Staff Working Paper No. 298 by Stephen P. Heyneman, Education Department Research Program (EDCRS) and co-authors.

WCEFA subject files (1984 - 1992) relate to topics including: WCEFA partners and participants such as UN agencies, government aid agencies, NGOs, private foundations, and various countries; conference declaration and press coverage; and cultural factors and learning needs.

The 1990 Jomtien conference launched the international Education for All (EFA) program with the financial support of the Bank and the other conference conveners as well as various foundations and international and nongovernmental organizations. As of 2021, the Global Partnership for Education (GPE), formerly EFA, continues to fund projects, activities, and services in the public and private sectors for children, youth, and adults within and outside school. This series contains records concerning the Bank's participation in post-conference EFA initiatives and meetings. These records pertain to the International Consultative Forum on Education for All Steering Committee established to monitor goals and progress towards the Education for All program (1997 - 2000), the G8 Task Force on Education organized with the Canadian International Development Agency (CIDA) in (2001), Accelerating Action for Education for All, Amsterdam (2002), and Education for All Fast Track Initiative (EFA - FTI) donor meeting and technical meeting (2002 - 2003). FTI was established in 2002 before evolving into the GPE. There is also a general Education for All initiative partnerships file (1997 - 2000).

Other liaison and partnership files

Other partnership records comprising the series (1994 - 2001, 2007) mostly consist of correspondence to and from HDNED Director O'Rourke and other senior staff concerning the sector's collaboration and liaison activitieswith numerous international and national organizations, academic institutions, and private sector education and employment institutions.

A small portion of records were created by Director Ruth Kagia who succeeded O'Rourke as director in 2001. The partnership files document the sector's involvement in high-level meetings including the arrangement and proceedings of meetings, and discussion of shared activities and collaboration. Correspondence consists of all-in-one notes and email hard copies, memoranda, incoming and outgoing letters, and facsimiles. Back-to-office reports are in the form of memoranda. Other record types found among the correspondence include external annual reports, agenda and invitations to meetings or conferences, proposal papers, brochures, and copies of external articles.

Records regarding partnership activities with UNESCO and other United Nations agencies comprise most of the files. There is a single file concerning UNESCO partnership dated 2007 and two files related to the UN Special Rapporteur Katarina Tomasevski which contains correspondence with Director Kagia, Human Development Network Vice Presidency, and others. The topics covered are Bank financing and support to education programs, draft annual report for comment and final annual report to United Nations Economic and Social Council (ECOSOC), and feedback on an HDNED Education Sector Strategy Paper.

Other partner institutions include, but are not limited to: European Union; Soros Foundation; Japan International Cooperation Agency; International Association for the Evaluation of Education Achievement (IEA); and World Links. There are also individual files concerning the Human Development Professional Mentoring Program (1997), Development Grant Facility (DGF, 1997 - 1999), and various conferences (1996 - 1997).

Director and Front Office records

Series consists of records created and maintained by the front office of the Human Development Network, Education Team (HDNED) and predecessor units between 1964 and 2013, beginning with the Education Department (EDP) in existence from 1968 to 1972. The records document management oversight and strategic planning; directing research, policy work, and sector programs; managing the Bank's relationship with external partners in the sector; and, to a lesser extent, donor coordination activities. The records also provide information about the units' structure and communication between the director and advisers in the front office. The department's front office initially consisted of a senior adviser, economic adviser, implementation adviser, training adviser and education adviser from at least 1968 until the creation of the functional units, later divisions, under the Education Department (EDC) beginning in July 1977. The Training Unit (EDCTR) was established in 1977 followed in July 1983 by the Education Research Program (EDCRS), Education Operational Policy Program (EDCOP), and Education Project Related Training Program. The units were elevated to divisions in 1985 led by division chiefs and acronyms were changed. This structure changed again in the 1987 Bank-wide reorganization and the formation of the Population and Human Resources Department, Education and Employment Division (PHREE).

Records cover the tenure of the following directors: Duncan Ballantine (tenure 1964 - 1977); Aklilu Habte (1977 - 1987); WadiD. Haddad (1987 - 1988); Maris O'Rourke (1995 - 2000); Ruth Kagia (2001 - 2008), and Elizabeth (Beth) M. King (2009 - 2014). There is a gap in the records of directors and managers between 1989 and 1994. The tenures of O'Rourke and Kagia are the most widely represented. Between 2000 and early 2001, Senior Advisers Bruno LaPorte and Marlaine Lockheed served as acting directors, and they are also creators of records in this series.

The series is comprised of subject files, chronological files, and a small number of briefing books for the Bank's senior officials. A sizeable portion of the subject file records reflect the development and oversight of the sector's policy, research, and training programs and activities, particularly in the early period between 1965 and 1988. The earliest records consist of correspondence and data sheets related to diversified secondary curriculum (Discus) projects (1964 - 1976).

Education policy

The series includes records related to the preparation, dissemination, and promotion (1974 - 1980) of the 1979 Education Sector Policy (PUB2680). Files were created and accumulated by EDC Director Aklilu Habte, Implementation Adviser David H. Lewis, Senior Adviser Mats Hultin, and others. There is some overlap amongst these files maintained by various personnel in EDC with separate roles in the development of the policy paper. Internal memoranda are between senior management and staff, regional educational divisions, and other Bank staff regarding comments on the sector paper and internal discussions on developing stronger policy for the sector, and discussion on work program and priorities. There are also cables and incoming and outgoing letters with colleagues external to the Bank documenting their collaboration on reviewing the drafts and responses to external requests for policy information and previous publications.

The policy paper correspondence is filedwith draft outlines, data tables, preliminary and final drafts of chapters for discussion, Policy Review Committee revised version and committee minutes, list of commenters including a summary of seminars and discussions held on the draft, draft foreward prepared for President McNamara, summary of Board discussion on sector policy paper, copy of the bound publication issued September 1979 and a copy of the earlier sector policy paper published in 1974.

The Education Sector Policy dissemination and promotion records include: prepared remarks by Habte (October, 1979); memoranda regarding discussion of the policy at a regional senior staff meeting; draft and final board paper on cooperation between the World Bank and other organizations in the education sector in follow up to the sector paper; copies of press releases in English, Spanish, French, and Arabic; and copies of articles, journal and book reviews, and editorials documenting reactions to the policy. There is also a substantive 1980 report submitted by Wadi D. Haddad to Habte, summarizing procedures followed in the preparation of paper, consultations, policy gaps and procedure for future policy work, and proposal for a policy information system.

The sector policy files also include reference to the External Advisory Panel appointed by President McNamara in 1977 to review the status of education in the developing world including the Bank's education and training projects and recommend areas for future action. Files contain copies of memoranda from Vice President, Central Projects Warren C. Baum to Vice President of Operations (SVPOP) Ernest Stern regarding the panel report which contains Stern's notations. There is also correspondence addressed to panel Chair David Bell, Ford Foundation detailing external individual's comments on the 1978 panel report and items for discussion with the panel prepared by Habte.

Other records relate to the Task Force on Issues and Strategies for Meeting Needs of High-Level Agricultural Training in Africa (1986 - 1987) including Terms of Reference, meeting summaries, draft and final reports, and draft report and progress report regarding the Special Program for African Agricultural Research (SPAAR) initiated by the Bank to bring together multilateral and bilateral donors to develop a special program on agriculture research. These records were mostly accumulated by Education Policy Division (EDTPD) Operations Adviser Ralph W. Harbison and EDTPD Agriculture Education and Training Adviser J. Price Gittinger.

Sub-Saharan Africa education policy

Records also relate to the development, collaboration, and dissemination of the Bank's Sub-Saharan Africa education policy paper (1982 - 1988). Background preparation included the formation of an External Advisory Panel to advise on the policy paper. There are memoranda between Habte, Haddad, Policy Division Senior Economist Peter R. Moock and Adviser J. Price Gittinger concerning Gittinger's attendance at a meeting of donor agency representatives to discuss the implications for donors of education in sub-Saharan Africa. There are also: Terms of Reference and other records related to a meeting of the advisory panel and seminar program in Dijon, France in 1985 attended by Habte and other staff from EDT, the Regions and other Bank divisions; Dijon meeting background reports and World Bank Staff Working Papers by various authors; consultants' papers, and back-to-office report (BTOR). Other records are related to the African ministers of education meeting in 1987 attended by PHREE Division Chief Haddad, and conference of European donors to education in 1987 attended by Moock that includes a conference report and BTOR.

Correspondence and other items also pertain to the dissemination of the Sub-Saharan African education policy paper largely handled by Moock. There are letters to government officials from Wadi Haddad Chief, Education and Employment Division, (PHREE). 1987. The paper issued in 1988 was titled "Education in Sub-Saharan Africa: policies for adjustment, revitalization, and expansion"..

Project Related Training program and other training seminars and activities

The series contains records of the front office and divisions (1980 - 1987) regarding training programs and seminars organized by the sector, some in collaboration with other Bank divisions. Records primarily document staff training programactivities of the Project Related Training Division (EDTPT, in existence 1983 - 1986). Most of these records were maintained by the front office for reference purposes and contain copies of training material.

There are several seminar files that contain a schedule or agenda, list of participants, course materials consisting of concept papers and case studies, and evaluation form. Topics of seminars include issues in education projects, tools for sector analysis, financing of education, education policy analysis, mass communication, and others. Three training files relate to a staff seminar on preparation and design of project-supported institutional development components and contain handouts, outlines, exercises, case studies, and evaluation form. There are also draft seminar modules for a seminar in agriculture projects, project related training and institutional development in agricultural lending training material, BTORs of senior training advisers, and announcement memoranda to other Bank departments.

Records of Senior Adviser Richard K. Johanson, Director's Office (EDTDR) and others contain reports in the form of memoranda addressed to division chiefs including evaluation report on staff seminars and training, and summary of a Bank seminar on the quality of education in development countries with a list of consultants and credentials, agenda, session outline, and keynote address. Also included are a seminar report, background papers and externally printed material on a school quality and education project management course developed under Implementation Adviser Adriaan Verspoor.

Research program

A small volume of research program records relate to the International Fund for Education Research (IFER, 1973 - 1984). Included are internal memoranda within the Education Research Program unit (EDCRS), BTORs, Terms of Reference, and outgoing letters from EDC Senior Sociologist and later Chief, Education and Training Design Division, Education Development Institute, Stephen Heyneman. Correspondence discusses budget allocation, paper proposals, financial assistance to countries, and comments on the education research strategy paper.

There is a large bound volume of correspondence (1973 - 1979) consisting mostly of internal memoranda of Senior Adviser Mats Hultin and copies accumulated including memoranda from Vice President Ernest Stern to President McNamara regarding the Bank Group research program and education research activities. Memoranda is also addressed to Director Ballantine including an original memo from the Development Policy vice president. Draft research project papers (RPO), Board reports, and project proposals are also filed in the volume.

Also included is a file on a joint United Nations Educational, Scientific, Cultural Organization (UNESCO) Bank education study with background papers (1973).

Knowledge and information products

Series contains World Bank Education Newsletters (WBEN, 1986 - 1987) issued beginning in April 1986 to report on challenges of education investment and Bank efforts to support education. The newsletters were edited by EDTDR Senior Adviser Richard K. Johanson. The newsletters inform about news of country policies, summary of education projects, recent papers and books published, education research updates, and policy notes features. The file also contains memoranda from Johanson.

A retreat file contains background papers and publications that are mostly external.

HDNED Subject files

Also included in this series are subject files maintained by Human DevelopmentNetwork, Education Team (HDNED) Directors O'Rourke and Kagia from 1995 to 2004 mostly relating to unit activities and programs and the strategic direction of the sector and its partnerships and global programs. A single item dated 1973 is a copy of an education project appraisal in Costa Rica found in the 2002 file pertaining to education and technology. Correspondence includes mainly internal memoranda, letters, and hard copy emails. There are memoranda from Kagia to the Bank managing director regarding partnership proposals and hard copy emails concerning the arrangement and proceedings of meetings. Other records filed with the correspondence are internal draft and final reports or concept papers, some annotated; report outlines; agenda, list of participants and reports from various conferences; Poverty Reduction Strategy papers (PRSP); lists and inventory of Human Development Network (HDN) and partnerships; education action plans outlining country information and goals and progress; press releases; and speeches. Topics covered in the files include but are not limited to: Dakar World Conference outcomes; sector lending; grant and trust funds for education; partnership selectivity and oversight; and user fees.

Several subject files relate to the Education for All Fast Track Initiative (EFA-FTI) program and reflect the sector director's support to, or representation at, high level program or partnership meetings, conferences, and working groups. Records include a briefing note and talking points for Bank President Wolfensohn prepared by Kagia, meeting summaries of the G-8 Education Task Force and PRSP Task Force, and committee activities and comments regarding an EFA concept note and financing paper. Also included is a file on the EFA-FTI donors meeting (2002-2003) coordinated by the sector director's office which contains correspondence prepared for the vice president, HDN regarding FTI funding and donor pledges, presentations, agenda, list of participants, and draft summary of discussion and agreements.

Other HDNED subject files relate to the delivery of presentations or addresses given by the director at Bank meetings or externally organized events. Several of these files contain transparency slides and, occasionally, the hard copy presentation and notes on topics such as the Bank's role and strategy for education (1998).

HDNED Director chronological files

Series also consists of mostly outgoing chronological correspondence records that reflect the wide range of management and liaison functions of MarisO'Rourke (HDD senior advisor and later HDNED director, tenure 1995 - 2000), HDNED Director Ruth Kagia (2001 - 2008) and HDNED Director Elizabeth (Beth) M. King (2009 - 2014). There is a gap in correspondence in 2008 which could be the result of Kagia's promotion to country director in the Africa Regional Vice Presidency in August 2008. King's correspondence as director covers her tenure only until 2013.

Correspondents within the records include other Education Sector colleagues, Bank staff in the regions and the Office of External Relations, government officials, United Nations agency officials, and representatives of other external organizations. The correspondence covers various topics such as: visits with education professionals and academics; responses to invitations to conferences and UN governance meetings; comments on external education reports and initiatives; proposals for collaboration or Bank funding; external projects in member countries; small grants program; supervision of project components; sector strategy concept paper and sector policy; research projects; consultants' activities; staffing; adult learning, girls education, and other thematic areas; database development; the Education for All (ETA), Fast Track Initiative (ETA-FTI) and the Bank's Learning for All programs, and ETA-FTI successor, the Global Partnership for Education (GPE).

Correspondence is in the form of all-in-1 notes and email hard copies and incoming and outgoing letters and is sometimes filed with various records such as: trust fund agreement copies; draft and final discussion papers; program or study proposals; meeting or conference agenda and outlines; BTORs; summaries of meetings or conferences attended; speeches and statements; curriculum vitae (CVs); copies of external articles; United Nations agency reports; and other external annual reports.

The series also contains external correspondence files (2000 - 2007) concerning replies prepared for the Office of the President and Office of the Vice President and Head of Network (HDNVP). These files contain correspondence logs or cover sheets indicating correspondence details and action instructions that are filed with the original incoming letters mostly addressed to Bank Presidents Wolfensohn and Wolfowitz, and, to a lesser extent, Zoellick. The outgoing responses were prepared by or on behalf of Directors O'Rourke or Kagia. The HDNVP incoming external correspondence files are primarily addressed to the HDN vice president and occasionally to the Bank president. Topics include: financial contributions of the Bank; invitations to conferences, symposia, roundtables, and other events; Development Grant Facility (DGF); partnership and liaison activities with international organizations and the private sector; and other matters.

There are also a small number of files titled "deadline logbooks" maintained by O'Rourke that contain correspondence log sheets with the attached letters addressed to President Wolfensohn for reply by the sector or by the HDN vice president.

The series also consists of chronological correspondence (2005 - 2006) prepared for Nicholas Krafft, Office of the Vice President (HDNVP). Many of the letters were drafted by Director Kagia or other HDNED senior staff to be sent by the HDN vice president or the Bank president.

Economist Elizabeth King chronological file

The series contains a chronological file which was maintained by Beth King while she was an economist, later senior economist of PHREE between September 1987 to March 1991 and July1991 to March 1992. The file includes both her incoming and outgoing correspondence. Much of the correspondence is with economists and educators external to the Bank, but the files include her correspondence with other sector and department employees. Among the correspondence are copies of her Terms of Reference, travel documents, and back-to-office reports regarding her missions and attendance at conferences; copies of draft papers on which she commented; drafts of her own publications with comments from others; and copies of research project proposals she drafted. The correspondence also documents her role as part of the World Development Report 1991 team and her drafting of the chapter on human resources in the report.

Briefing books

The series also consists of a small set of briefing books (1997 - 2002, 2009) prepared by the sector primarily for senior officials including President Wolfensohn at the World Education Forum held in Dakar in 2000, for Wolfensohn's meeting with the Bureau of African Ministers of the Association for the Development of Education in Africa (ADEA, 1997 - 2000, and a quarterly briefing book for Managing Director Mamphela Ramphele (2002). There are briefing books (1998 - 2002) for HDNED director external meetings and events and a briefing book of Director King (2009).

NRIC correspondence and related records

Also included in the series are several correspondence files (1975 - 1986) authored by department senior management, division chiefs, and advisers that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification. Files are titled "general" and "agriculture modular instruction" and include mostly internal memoranda, letters, and cables that cover the various sector activities such as policy work, project related training and workshops, unit work program and objectives, education lending and economic and sector work reviews, and liaison with partners. Study outlines and papers, Terms of Reference, meeting summaries, proposals, final reports, and bound publications are sometimes filed with correspondence.

Most records in the series are in English. However, a small amount of correspondence and other items are in French and the 1979 Education Sector Policy press release is also in French, Spanish, and Arabic.

Records of the Education Sector

  • WB IBRD/IDA WB_IBRD/IDA_88
  • Fondo
  • 1964 - 2013 (predominant 1972 - 2006)

The fonds contains records predominantly created between 1972 and 2006 by Education Sector units. A small portion of records that date from the 1960s are external reports and other material used for reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the education sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of functional responsibilities within the sectors of education, employment, and training: including: producing studies and publications; policy and best practice development; operational support to theregions regarding Bank projects and quality review; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

Education Sector

Records of the Social Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_87
  • Fondo
  • 1975 - 2007

This fonds consists of records created by the Social Development Department (SDV) as well as by other Bank units that pre-existed the SDV and which carried out those functions that comprise the Bank's social development sector. Records created in the Environment Department's Social Policy and Resettlement Division (ENVSP, 1993-1997) are abundant. In some cases, files begun in the ENVSP were transferred to and eventually closed by the SDV. Records from other Departments in this fonds include: the International Relations Department of the Office of the Vice President, External Relations (VPE) between 1983 and 1987; the Strategic Planning Department (SPRIE) between 1987 and 1990; the External Relations Department (EXTIE) between 1990-1993; and the Operations Policy Department's Policy Group (OPRPG) between 1993 and 1997.

A significant amount of records in this fonds relate to the Bank's involvement with Non-Governmental Organizations (NGOs) in their capacity: as operational organizations, whose main purpose isthe design and implementation of development projects; and as advocacy organizations that support a particular cause and seek to influence Bank policies and practices.

Included are general subject and policy development records used to establish and review Bank Group policies in relation to NGOs. The majority of these files were created in the 1990s by the ENVSP and SDV's NGO Unit (SDVNG), although there are a number of files from the SPRIE, EXTIE, and OPRPG in the mid-1980s through the early 1990s. Correspondence and reports related to policies and strategies for Bank collaboration with NGOs are included, as are subject files on gender, governance, resettlement, capacity building, civil society, debt initiative, and other topics. Other NGO-related topics (often in the form of chronological files) include: committees; partnerships; participation and monitoring; progress reports; conferences; seminars; workshops; U.S. development NGOs; and Swiss NGOs. Related to these records and present in this fonds are records created and received while monitoring civic engagement in Bank lending and policy instruments.

Bank/NGO liaison files dating from the mid 1980s to early 1990s and relating to specific countries are also included. These records relate to activities carried out by NGOs independently or in collaboration with the Bank. Records include correspondence between the Bank and NGOs or government officials as well as technical materials, Bank and NGO reports, and material on workshops and conferences. Records related to the Small Grants Program are also included. The Program supports activities related to civic engagement by providing small grants administered through the Country Offices. The records included here are primarily from the early to mid-1990s when the Program was organized within the EXTIE. Records include reports, minutes, grant applications, awards, and related materials from the Committee. The fonds also contains records relating to other trust funds, such as the Trust Fund for Environmentally and Socially Sustainable Development (TFESSD) and the Grants Facility for Indigenous Peoples. These records include legal documents, Internal Audit Reports, External Audit Reports, Portfolio review issues, single audit reports, and special analyses.

A number of records related specifically to participation - that is, the promotion of methods and approaches that encourage the involvement of stakeholders in development initiatives - are also included. These include internal and externally created documents, suchas: NGO files; action plans; participatory poverty assessment studies; discussion papers; committee files; policy development files; and general files.

The fonds also contains a large amount of research material created and collected by SDV staff and by the Bank's social scientists prior to the SDV's formation. Research undertaken by Michael Cernea and others in the 1990s related to resettlement is included. This includes research materials created during the writing of various reports including The Bankwide Review of Projects Involving Involuntary Resettlement (1986-1993) (1994). Included are country and project files that involve cases of resettlement.

Records related to Cernea's historical research on sociology in the Bank are also included. These contain a collection compiled by Cernea of Bank project files, Terms of Reference (TORs), conference and seminar materials, and other records from the 1980s that involved elements related to the social development sector. Records of the Bank Sociological Groupare also included. The fonds also contains Gloria Davis's chronological files created during her time as the first Director of the SDV from 1997 to 2000. These generally consist of correspondence.

Social Development Sector

Loan and Trust Funds Department (LOA) chronological files

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

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

Latin America and Caribbean Projects Department (LCP) chronological files

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

Utilities Projects Department research and studies

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

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

Personal Papers of James H. Jennings

  • WB IBRD/IDA WB_IBRD/IDA_120
  • Fondo
  • March 27, 1975 - December 21, 1987

Fonds contains records relating to the career of James H. Jennings at the World Bank Group. While records relate to various periods of his employment at the Bank Group and the different units he worked in, they are not comprehensive. Records relate to two studies he participated in towards the end of his tenure as a financial analyst in the Public Utilities Projects Department (PBP) in 1975-76 and his work in the Latin America Projects Department (LCP) in 1984 and Loan and Trust Funds Department (LOA) in 1987.

Jennings, James H.

Country files

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

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

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

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

Circulation of reports for review or information

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

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

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

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

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

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

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

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

Committee communications

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

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

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

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

Records of the (Staff) Economic Committee

  • WB IBRD/IDA WB_IBRD/IDA_118
  • Fondo
  • 1957 - 1972

Fonds contains records related to the activities of the Staff Economic Committee (SEC) and its successor the Economic Committee (EC). Records consist of communications from the committees' secretariat to committee members and the draft reports that the committee reviewed; other reports or background information that was not reviewed by the committee but used for informational purposes are also included. Records of the subcommittee, created in 1965, are also included, but in small number.

Records related to the first five years of SEC (1952-1957) are not included and are unaccounted for. Records relating to the work of the SEC from 1958 to 1964 are included, although in lesser number than those relating to the EC. Only committee communications for the SEC from 1958 to 1964 are included.

(Staff) Economic Committee

Report preparation and President's memoranda

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

Staff and consultant reports

Series consists of reports created and accumulated by Commission staff and consultants. Reports broadly include working papers prepared by Commission senior staff, studies produced by consultants that were recruited to conduct research for the Commission, and external papers, addresses, and other reference material.

Although most of the records are from 1968 there are a few reports used for reference that date from 1961. The reports contained in this series investigate a wide range of development related issues as well as country-specific information that were discussed by the Commission members and incorporated into their final report delivered in 1969. Each senior staff employed by the Commission was responsible for investigating one of the specific topics under study, such as trade, aid importance, or debt relief. The work of the consultants meanwhile, concentrated on studies of conditions and prospects in individual developing countries. Consultants also studied the history and structure of opinion toward development aid in the major donor countries.

The files containing external reference material are labeled "Miscellaneous - Non-Staff" and contain copies of UN committee reports and concept or study papers (some published and others presumably unpublished) that were produced by other UN family organizations (such as Food and Agriculture Organization [FAO]), academic institutions, and national agencies such as USAID. There are also transcripts of addresses given by government officials and copies of memoranda and papers authored by individuals.

Specific topics of reports in this series include (but are not limited to): aid statistics; foreign aid policy; population control; foreign aid to Colombia; donor assumptions and expectations in Germany; aid philosophy and mechanisms in Japan; and Pakistan growth and development policies.

Commission administration records

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

Commission meetings and regional hearings

Series consists of records documenting the activities and proceedings of the Commission on International Development from the time of its establishment in 1968. The records predominantly cover the years 1968 to 1969 apart from a regional hearing file dating 1970. The Commission met four times to decide the direction of the staff's work, to make decisions about the ideas and conclusions on international development issues, and to write their report. Records include correspondence and minutes of Commission meetings held in Mont Gabriel near Montreal (December 16-17, 1968), followed by meetings in Rome (March 1969), Copenhagen (June 1969), and Geneva (August 1969).

There are also records concerning several meetings in Sydney followed by Tokyo in April 1969 between Chairman Pearson, Commission member Dr. Saburo Okita, and ministers, other government officials, and Japanese industrialists. The meetings discussed aid policy, aid activities, and allocation. A meeting with the President of the Asian Development Bank (ADB) spoke about relations with World Bank and United Nations Development Programme, aid tying, and ADB country projects. Records are primarily in the form of meeting summaries with press clippings, memorandum, and copy of a lecture dated 1965 by Professor David C. Corbett regarding Australian aid in south and southeast Asia.

Also included in the series are audio recordings of press conferences and addresses at Commission meetings and regional hearings made by Chairman Pearson and Commission members Okita, Lewis and Guth. Commission press conference recordings cover two of the Commission's four meetings including the first meeting at Mont Gabriel in December 1968 and in Copenhagen in June 1969. Regional hearing press conferences and statements include: Abidjan and Kampala (March 1969), and New Delhi and Singapore (April 1969). The Kampala press conference includes a statement by the President of Uganda, Dr. Milton Obote. There is a single audio reel in French, entitled "La commission internationale de laBanque Mondiale d'aide au developpement."

Photographs

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

Country economic research and assessment

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

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

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

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

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

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

Personal Papers of John Nellis

  • WB IBRD/IDA WB_IBRD/IDA_115
  • Fondo
  • 1990 - 1992, 1995

This fonds contains records related to John Nellis's work in the Public Sector Management and Private Sector Development Division (CECPS) located in the Country Economics Department (CEC) of the Development Economics Vice Presidency (DEC). The majority of the records relate to Nellis's participation in mission travel to the Soviet Union in 1990 and Russia in 1991 and 1992.

Nellis, John

Operational support

Series consists of records relating to Biderman's work supporting the World Bank's lending and operations function while serving in various regional operational units.

Records relating to project support provided by the Urban Projects Department (URB) between 1976 and 1979 are included. Records relate to: urban development project identification in Chad; India - Kanpur Urban Development Project (P009795); and a potentialurban development project in Ghana.

Also included are records related to the East Asia and Pacific Regional Vice Presidency's Urban and Water Supply Division's (AEPUW) support of project lending activities in China and Indonesia. Records date from 1983 to 1995 (predominant 1983 to 1987) and specifically relate to a proposed Shanghai housing project in China, public sector and urban sector reviews in Indonesia, and a proposed housing project in Indonesia.

Records related to Biderman's work as a Senior Economist in the Africa Vice Presidency's Department 6 (AF6) between 1987 and 1991 are included. The majority of the records relate to: Angola - Economic Management Capacity Building Project (P000037); and a Public Expenditure Review (PER) for Mozambique. Series also consists of records related to Angola's application for membership, request for assistance, and a country economic review of Angola. Records include: annual meetings briefs; back-to-office reports; country economic review; Terms of Reference; applications for membership; and official requests for Bank assistance. Slides for a 2009 presentation by Biderman at the Africities Conference are also included. The presentation is titled "Urban Transition in Sub-Sahara Africa and the Role of the World Bank".

Records related to the Europe and Central Asia Vice Presidency (ECA) project lending activities in Estonia are also included. Records specifically relateto Estonia - Rehabilitation Loan Project (P008399).

Records relating to project support generally include: memoranda; back-to-office reports; supervision mission reports; aide memoires; meeting notes and minutes; summary of negotiations; Terms of Reference; supervision reports; and correspondence with external parties including government officials.

Operations Policy Department (OPR) records

Series consists of records related to activities in the Operations Policy Department's Policy Group (OPRPG). Records relate specifically to a Task Force on Multilateral Development Banks (MDBs) focusing on operational responsiveness and evaluation and accountability. Records consist of a variety of reports and memoranda. Series also consists of Annual Reports on Portfolio Performances (ARPPs) for 1994 and 1996.

Subject files

Series consists of subject files created by Biderman during his employment at the World Bank. Subjects include: Country Economic and Sector Work (CESW) effectiveness; public expenditure management and review; and annual reporting on portfolio performance and field-based supervision. Records include: approach papers; report drafts; final reports; and meeting minutes. The majority of the reports included in this series were authored by the Development Economics and Chief Economist Vice Presidency (DEC).

Personal papers of Jaime Biderman

  • WB IBRD/IDA WB_IBRD/IDA_114
  • Fondo
  • 1976 - 2009

This fonds contains records that span Jaime Biderman's entire career with the World Bank Group. Records relate to his work as an Economist, Senior Country Officer, and other positions in the World Bank's operations complex. A small number of records also relate to his work in the Operations Policy Department (OPR).

Biderman, Jaime

Reference files and training materials

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

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

Subject files

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

Strategic Planning and Review Department (SPR) records

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

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

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

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

Operations support and supervision

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

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

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

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

Personal papers of Aura Garcia de Truslow

  • WB IBRD/IDA WB_IBRD/IDA_113
  • Fondo
  • 1961 - 1997

This fonds contains records that span Aura Garcia de Truslow's entire career with the World Bank Group. Records relate to her work as an Economist and Senior Projects Officer in the Latin America and Caribbean Vice Presidency (LCNVP, LACVP). Included are project-related records as well as subject and reference files and training materials. Records relating to her time as a Planning Officer in the Strategic Planning and Review Department (SPR) are also included in this fonds.

Garcia de Truslow, Aura

Quality Assurance Group (QAG) review and assessment

Series relates to work Desmond McCarthy undertook as a consultant for the Quality Assurance Group (QAG) in 2004 and 2005.

Series includes records relating to a quality assessment of Non-Lending Technical Assistance (NLTA) conducted by the Quality Assurance Group (QAG) on which McCarthy served as a panelist in 2004. Records relating to assessments of the State Owned Bank Technical Assistance project in Romania and the Services Sector Census project in China are included. Records include background information on each project and QAG guidelines for the assessment process.

Records related to the QAG assessment of the Customs Modernization Handbook are also included in this series. The Handbook was intended to provide guidance to organizations and individuals involved in the preparation and implementation of customs modernization projects. Records include a copy of the handbook itself as well as comments on the Handbook and records related to the release and dissemination of the Handbook.

Series also includes records related to a 2003-2004 QAG review of analytical and advisory activities (AAA) primarily related to Bulgaria, including reviews of: public expenditure issues; rural development sector; Country Procurement Assessment Report (CPAR); and a national energy efficiency study. Records consist of background materials and guidance questionnaires: the latter often contain hand-written notes presumably made by McCarthy.

Speeches, articles, and conference attendance and participation

Series contains reports and articles authored by McCarthy in both published and draft form. Published materials are usually contained in publications or as published reports. Articles and reports date from throughout McCarthy's employment at the World Bank, including his time as a consultant after his 1999 retirement. A small number of articles contained in this series were published while McCarthy was affiliated with the Massachusetts Institute of Technology (MIT) in the late 1970s. Topics of the articlesare wide-ranging, but generally relate to country economic profiles, consumer behavior in developing countries, and the agriculture and nutrition sectors.

Series also includes a number of reports published by the World Bank and authored by World Bank staff and consultants other than McCarthy. A small number of development-related speeches authored by individuals external to the World Bank are also included.

Records related to seminar attendance and participation by McCarthy are included in this series.Records include text and slides from presentations by both McCarthy and others. The most common topic of articles, reports, and conference materials is the environment and its effect on and role in development economics. Other topics include structural adjustment and country economic profiles.

Chronological files

Series includes Desmond McCarthy's chronological files covering nearly his entire career at the World Bank, beginning just prior to his transfer from the Comparative Analysis and Projections Division of the Economic Analysis and Projects Department (EPDCA) in 1983 to his time as Economic Adviser in the Development Economics Vice Presidency (DECVP) in 1998. Records generally consist of correspondence and memoranda between McCarthy and World Bank colleagues. Correspondence between McCarthy and individuals and institutions external to the Bank are included in lesser number. A significant amount of correspondence relates to the exchange of articles and reports for information, research, and review purposes; as such, articles and reports in final or draft form often accompany correspondence. Terms of Reference and back-to-office reports relating to mission travel by McCarthy and colleagues are included, as is correspondence related to work programs and research projects.

Records created during McCarthy's time as an Economist in the Latin America and the Caribbean Vice Presidency (LCN) between 1985 and 1988 are plentiful and primarily relate to his work as country economist for Argentina. Records relate to McCarthy's authorship or review of Argentina's Country Program Paper (CPP) and Country Economic Memorandum (CEM) and related discussion and research on macro-economic issues including: trade, financial sector reform, public sector expenditure, economic recovery and growth, and debt management. Records also relate to a variety of new initiatives in Argentina including a Cofinancing Task Force, debt equity swaps, and a significant refinancing package. Records also include periodic economic updates on Argentina.

Records relating to McCarthy's time in the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department (IEC) between 1988 and 1992 include research on and discussion of a variety of topics including: World Bank-International Monetary Fund (IMF) relationship; impacts of the 1990 Middle East crisis on development; global economic outlooks; global capital shortages; and the environment and the world economy.

Records relating to McCarthy's work as an Economic Adviser in the Development Policy Group (DPG) between 1992 and 1993 primarily relate to his contribution to and review of Country Strategy Papers (CSPs). Substantial records relating to CSPs for Kenya, Columbia, Chili, Bulgaria, Poland, and Indonesia are included in this series. Comments by McCarthy on drafts of CSPs for other countries are also included. Records relating to McCarthy's participation in Paris Club Meetings are also included.

Records relating to McCarthy's time as Economic Adviser to the Chief Economist and Development Economist Vice President (DECVP) between 1993 and 1999 primarily relate to his research efforts. Topics include: public sector expenditure; impacts of environment on trade and development economics; and guidance and review of Country Assistance Strategy papers (CAS). Briefs on a variety of topics and countries for senior DECVP staff (including Chief Economists Michael Bruno [1993-1996] and Joseph Stiglitz [1997-2000]) are also included.

Personal papers of Desmond McCarthy

  • WB IBRD/IDA WB_IBRD/IDA_112
  • Fondo
  • 1964, 1976 - 2006

Fonds consists of chronological files compiled by McCarthy that cover nearly his entire career at the World Bank. Fonds also contains reports and articles authored by McCarthy in both draft and published form as well as records related to his attendance and participation in a number of conferences and working groups. Records related to his work for the Quality Assurance Group (QAG) in 2004 and 2005 are also included.

McCarthy, Desmond

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