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Records of Individual Staff Members

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Correspondence with Executive Directors

Series contains primarily outgoing copies of memoranda and typewritten or handwritten notes sent or received by Stern relating to his business with Executive Directors. The records span the period when Stern was Senior President of Operations (SVPOP), Senior Vice President of Finance (FINSV), and Managing Director and therefore documents a crossover of operational, financial, and executive management matters. Correspondence is addressed to and from individual or all Executives Directors as a group, or is authored by other senior officials and sent to Stern for his consideration or comments. A significant volume of the correspondence contains attached letters, reports and telexes and covers issues including: county projects, loans and repayments; aid coordination; International Development Association (IDA) resources; and governance and operational policy and procedures such as Board management and overdue loans and arrears.

Speeches and related material

Series consists of a variety of records primarily documenting speaking appearances made by Stern during his time at the World Bank Group. The majority of the records consist of full-text speeches given at academic institutions, external conferences, seminars, symposia and at various meetings of country ministers and International Development Association (IDA) replenishment meetings. Other speeches were made by Stern at internal World Bank Group functions such as Board and Executive Directors meetings, presidents' retreats, and senior operations manager retreats. The series also includes press releases, talking points prepared for Stern, copies of articles written by Stern, or publications containing interviews with him. The series also contains a copy of a 1971 speech "Foreign Assistance Agencies and the Problem of Unemployment" given by Stern prior to his World Bank employment when he was at USAID. His farewell speech as Managing Director in 1995 is also included.

Group of Twenty Four files

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

Vice President of South Asia Region chronological files

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

Development Committee files

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

Vice President and Senior Vice President of Operations chronological files

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

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

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

India Fourth Five-Year Plan and economic policy files

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

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

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

Indonesian oil sector files

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

Administrative Circulars and For Your Information announcements

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

Correspondence with World Bank President

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

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

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

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

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

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

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

Subject files

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

Bretton Woods collection

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

Policy and research papers

Series consists of copies of various policy and research papers kept by Bernard R. Bell while he was Regional Vice President, East Asia and Pacific Region (EAPVP). Series includes a World Health Organization (WHO)-UNICEF study on health needs in developing countries in 1975, internal Bank memoranda and records relating to energy and the oil crisis from 1973 to 1974, two Bank papers on the economic evaluation of public utilities projects dating from 1974 to 1975, and Bank papers on topics of interest to Bell, ranging from rural roads to procedures for project documentation.

Country Strategy Papers

Series consists of Moeen Qureshi's set of Country Strategy Papers (CSP) and Country Strategy Notes (CSN), and their predecessor, Country Program Papers (CPP). While Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and the International Bank for Reconstruction and Development's (IBRD) Vice President of Finance from 1979 to 1980 through his tenure as Senior Vice President, Finance (SVPFI, 1981-1987), the papers were copied to him for his information. The CPPs and CSPs map out the Bank's assistance strategy for a country and were submitted by the Regional Vice Presidencies (RVPs) to the Operations Committee (OC) or the Operations Policy Committee (OPC) for review and approval. Most of Qureshi's files contain copies of the postscripts, which summarize the action taken by the OC, the OPC, or the OPNSV, together with the CPP or CSP, and copies of memoranda to the Senior Vice President for Operations (SVPOP). In a few instances, the country papers maintained when Qureshi was Vice President then Senior Vice President of Finance include attached typewritten notes. The notes were addressed to Qureshi from IBRD/IFC senior staff or were prepared by Qureshi, to provide additional economic information or insight on the country. Some of the files created when Qureshi was SVPOP beginning in 1987 also contain original memos and both review drafts and final versions of CSPs. The few earliest files, from 1974 to 1977, were maintained by Qureshi's IFC predecessor, Ladislaus Von Hoffman.

Chronological files

Series contains chronological files of Debrework Zewdie that cover her various activities related to managing the Bank's HIV/AIDS programs and partnerships. Three files date 1999 to 2001 and cover the period when Zewdie led the AIDS Campaign Team for Africa (ACTAfrica) in the Africa Regional Vice Presidency (AFRHV). The 1999 chronological file contains only a single letter. The records reflect Zewdie's collaboration with external organizations, attendance at externally organized events, and peer review of reports, and include: hard copies of emails to World Health Organization (WHO) and the Joint United Nations Programme on HIV/AIDS (UNAIDS) colleagues, including comments on a UNAIDS/WHO working paper; invitation letters to external meetings and conferences; letters from development organizations; and letters from country officials addressed to Bank President James Wolfensohn regarding concessional funding and the World AIDS campaign. There are internal hard copy emails addressed to colleagues of the Africa Region AIDS Campaign Team and director of the Human Development, Health, Nutrition, and Population Team (HDNHE) on meetings of common interest or participation. Correspondence is filed with provisional agenda and reports, internal and external working papers and guidance documents sent for Zewdie's review, and UNAIDS press releases and meeting papers.

Chronological files dated 2002 to 2004 cover Zewdie's tenure as director, Global HIV/AIDS Program (HDNGA). Files contain mostly hard copy emails and facsimiles between Zewdie and her reporting unit, Human Development Network Vice Presidency (HDNVP), and Zewdie's responses to requests addressed to the Bank president or HDN vice president. Topics covered in the files include program audit, relations with The Global Fund to Fight AIDS, Tuberculosis and Malaria, HIV/AIDS research, Bank-organized consultation workshops, partnership between the Global HIV/AIDS unit and AIDS Campaign Team for Africa Region, and administrative matters. Other record types found in thefiles are external newsletters, conference booklets, project proposals, a unit progress report (2002), and financial reports to UNAIDS on use of funds.

HIV/AIDS program management files

Series consists of various records maintained by Debrework Zewdie while managing the Bank's HIV/AIDS program and developing its strategic direction. Records included in the series are: reports on Global HIV/AIDS activities and work program (1999- 2003); summaries of internal meetings regarding the Bank's HIV/AIDS portfolio and minutes of a briefing to Bank President Wolfensohn by Zewdie and colleagues on portfolio implementation (2002); action plan on accelerating implementation (2002); draft papers submitted to the Development Committee (2002); and regional AIDS sectoral strategies (2001 - 2002).

The series also contains a small volume of records related to evaluation of the United Nations Joint Programme on HIV/AIDS (UNAIDS) and UNAIDS Monitoring and Evaluation Reference Group (2002), World HIV/AIDS Campaign strategy (2002 - 2003) as well as comments on HIV/AIDS project design and other records regarding projects in Brazil (2002), Guinea (2003), and Sri Lanka (no date). There are also individual filesregarding HIV/AIDS treatment projects in Africa (2003), telemedicine (2002), lending numbers (2002), and partnership for social justice with faith groups (2002).

Knowledge and learning

Series contains records related to the preparation and participation at workshops, training courses, conferences, and other events facilitated or attended by Debrework Zewdie primarily during her tenure as director of the Global HIV/AIDS Program Team (HNDGA). Records include: agenda; list of participants; working papers; correspondence and copies of agreements on funding inter-agency workshops with the Joint United Nations Programme on HIV/AIDS (UNAIDS) or World Health Organization (WHO); and hard copies of emails from HDNGA operations adviser regarding organization and participation in events, some attended with Zewdie. A portion of the records pertain to administrative matters such as transfer of funds to external conference organizers, travel, and accommodation.

Workshops and courses include: Monitoring and Evaluation of National HIV/AIDS response (2006); Dissemination of the World Bank Procurement Guide Publication "Battling Aids" (2004); and HIV/AIDS Workshop for Faith-Based Organizations and National AIDS Councils (no date). Other events include, but are not limited to: Consultative Meeting on Improving Access of Faith-Based Organizations to Funding from National HIV/AIDS Programs (2003), and the Global HIV Monitoring and Evaluation Team (GAMET) retreat (2005).

The series also contains a briefing book compiled for the Chief Economist Advisory Council (2002), in which some of the contents mention HIV/AIDS activities.

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