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Europe, Middle East, and North Africa Vice Presidency (EMENA) and Europe and Central Asia Vice Presidency (ECAVP) chronological and project files

Series consists of correspondence, reports, and other records created or received by Frank Vita while serving as Senior Country Officer in the Europe, Middle East, and North Africa Vice Presidency (EMENA) and, following the 1991 reorganization of the World Bank's operational units, the Europe and Central Asia Vice Presidency (ECAVP). Vita left this position and retired from the World Bank in 1992. During most or all of his time in EMENA and ECAVP, Vita was the Country Officer for Czechoslovakia, or Czech and Slovak Federal Republic (CSFR). As a result, almost all of the records in this series relate to CSFR project lending and sector research. Of these, records relating to the "Technical and Financial Advisory Project" are most common; note, however, that the CFSR government eventually withdrew from the project. Records related to the Technical and Financial Advisory Project include: project cycle documents, including project briefs, appraisal and post-appraisal documents, final executive project summary, and legal documents; Terms of Reference; back-to-office reports; Aide-Memoires; country strategy notes (including drafts); and correspondence with and briefing notes for CFSR government and state Bank officials.

Other CFSR records relate to: country risk assessment; privatization and restructuring of state-owned enterprises and infrastructure (the latter through the Build, Own, Operate Transfer [BOOT] system); sector reports and research materials (including banking and financial sector, energy sector, and transportation sector); country briefs; a VHS videocassette related to CFSR "Enterprise for Privatization" initiatives; and Annual Meeting briefs. Records relating to senior Bank management mission trips to CFSR are also included. Vita often acted as liaison and facilitator for these trips, which included Moeen Qureshi (Senior Vice President of Operations [OPNSV]) and Willi A. Wapenhans (EMENA Vice President). A small amount of loan documents related to other CFSR projects are also included.

International Finance Corporation (IFC) chronological and subject files

Series consists of correspondence created and received by Frank Vita while he was Manager of Corporate Development in the International Finance Corporation (IFC). Records are contained in chronological files and, in fewer number, subject files. Records relate to: the identification of investment opportunities; project proposals; establishing contacts in the private sector; IFC policies and procedures; and responding to inquiries.

Tokyo Office chronological files

Series consists of correspondence created and received by Frank Vita while serving as Deputy Chief of Mission in the World Bank's Tokyo Office between 1984 and 1985. The Tokyo Office primarily existed to assist in the Bank's borrowing program in the Japanese capital market. It also assisted in the dissemination of information on World Bank activities in Japan. Records include: briefing notes; speeches and presentations; policy and guideline papers; newspaper and magazine clippings related to Japan and its banking system and financial markets; and capital market studies. Correspondence in this series relates to: Tokyo Office administration, budgeting, and staffing; Tokyo capital markets; and currency swaps.

Finance Operations Department (FOD) chronological and subject files

Series consists of correspondence created and received by Frank Vita during his time as a Senior Economist for Financial Operations in the Finance Operations Department (FOD) of the Treasury Vice Presidency (TREVP). Vita led FOD's Capital Markets and Economic Studies Unit (CAMES) from 1980 to 1984 and much of the records in this series relate to its activities. CAMES was responsible for supporting the Bank's borrowing activities by conducting research and reporting on country markets and financial standing, currency markets, capital markets, and central banks. It was the vehicle through which FOD developed borrowing policies and strategies for the World Bank. Series primarily consists of chronological files that contain correspondence, memoranda, reports, studies, summaries, and handbooks related to these activities. Records related to central bank investments in the World Bank are particularly numerous. Records relate to the establishment of a Central Bank Facility that would provide a new avenue for World Bank borrowing and central bank investment in the World Bank. Among other reports and studies on central bank investment in the World Bank is the 1983 report "Central Banks as Sources of World Bank Financing: Financial Operations Review" authored by Vita.

Also contained in this series are "Wednesday Reports", a weekly internal document generated by FOD and often coordinated by Vita that reported on Bank borrowings, currency swaps, Bank bond offerings, and external market issuances and performances. Draftsof reports are included in some cases.

Annual and mid-year review of the Bank's borrowing operations are also found in this series, as are records relating to departmental staffing and mission travel.

Industrial Development and Finance Division, Western Africa Projects Department (WAPID) country and project records

Series consists of correspondence created and received by Frank Vita during his tenure as Senior Operations Officer in the Financial Division of the Western Africa Industrial Development and Finance Projects Department (WAPID) of the West Africa Vice Presidency (WAN). Vita was primarily involved in project appraisal and supervision during his time in WAPID. Records were primarily filed according to country and thereunder by project name or type of records (i.e. supervision reports, official project documents, correspondence). Ghana is represented the most while records relating to Liberia, Nigeria, Malawi, and Kenya are also included. Project-related records include supervisory reports; project appraisals; project completion reports (PCRs); appraisal of projects submitted for financing by development finance companies; country sector reports (particularly on industry, financial institutions, and development banks); and correspondence discussing the writing and dissemination of these materials. Terms of Reference and back-to-office reports related to project appraisal and supervision are also included. Series contains a significant number of records related to the following Ghanaian projects: National Investment Bank Project (01) National Investment Project (02) Highway Project (02) and Highway Project (03) - Emergency Maintenance Project records related to the Development Finance Corporation Project (01) in Liberia are also numerous.

Note that a small amount of records relating to the identification of financial technical assistance projects prepared by Vita in 1990 while working in the International Finance Corporation (IFC) are filed in a folder alongside Ghana project files.

Development Finance Companies Department (DFC) chronological files

Series consists of correspondence created and received by Frank Vita during his tenure as an Economist in the Development Finance Companies Department (DFC). Vita was placed in the Financial Development Unit (FDU) and the majority of the records in the series relate to its primary activity, namely the review of the World Bank's activities in the area of financial development. FDU records primarily relate to the research and authorship of the FDU report "The World Bank's Approach to Interest Rate and CreditAllocation Issues". Records include what appears to be the final version of the report presented to Bank President Robert McNamara as well as drafts of the report. Comments and research materials related to the report are also included. Research materials include reports on meetings with the Bank's regional staff and reports on regional and country finance development issues.

Records also include correspondence with development finance companies discussing the appraisal of projects submitted for financing by development finance companies. The majority of this correspondence is with the Industrial Development Bank (IDB).

Latin America and Caribbean Vice Presidency (LCN) project and subject files

Series consists of correspondence created and received by Frank Vita during his time as loan officer in the Latin America and Caribbean Vice Presidency (LCN). Series contains a variety of records related to operations mission travel made by Vita to Uruguay. Records include Terms of Reference and back-to-office reports and other supporting material. Mission travel activities included project appraisal (Fourth Livestock Development Project) and supervision (Highway Project) as well as conducting research for sector studies. A subject file on Chile and Uruguay is also contained in this series. Records include World Bank authored reports and memoranda on country lending activities.

Eastern Africa Department (EAF) chronological file

Series consists of correspondence created and received by Frank Vita during his time as a loan officer in the Eastern Africa Department (EAF). Series contains correspondence, memoranda, and telexes primarily between Vita and WorldBank colleagues. Records exclusively discuss the country of Malawi and World Bank operations in that country. Specifically, records discuss the writing of country sector studies, Country Program Papers, and country lending programreports. Series contain drafts and final versions of these documents as well as supporting office memoranda and back-to-office reports.

Personal Papers of Frank K. Vita

  • WB IBRD/IDA WB_IBRD/IDA_111
  • Fundos
  • 1969 - 2000

This fonds contains records that span Frank Vita's entire twenty-three year career at the World Bank Group as well as time spent at Arthur Andersen LLP and PricewaterhouseCoopers in the 1990s. Records relate to his involvement in lending operations in Africa, Latin America, Europe and Central Asia in the 1970s and 1990s as well as his work in the Finance Operations Department (FOD) in the 1980s undertaking research and policy work on capital markets and central banks investment. Records relating to his time as Deputy Director in the Tokyo Office in 1984-1985 and his work in the International Finance Corporation (IFC) between 1985 and 1990 are also included.

Vita, Frank K.

Financial Policy, Planning, and Budgeting

  • WB IBRD/IDA WB_IBRD/IDA_110
  • Fundos
  • 1956 - 2011

This fonds has been provisionally arranged into one sub-fonds and five series. Sub-headings are used to break up the content of this field according to provisional sub-fonds and series. For a complete list of the provisional sub-fonds and series, see the "Systems of Arrangement" field below.

Office of the Strategy and Resource Management Vice Presidency (SRMVP) records (sub-fonds)

Sub-fonds contains the records of the Office of the Strategy and Resource Management Vice Presidency (SRMVP) created during its existence from 1997 to 2003. The SRMVP was led first by Mark Baird from 1997 to 1999 and then by Anil Sood from 1999 to 2003. The SRMVP oversaw units responsible for the planning and budgeting function as well as support of the Strategic Compact review. Included are records related to the formulation, approval, and subsequent assessment of the Strategic Compact. Records take the form of correspondence, reports, weekly and monthly meeting minutes and agendas, and materials from presentations on the Compact made to internal and external audiences. Sub-fonds also consists of program support files of the SRMVP which document other unique activities of the Vice Presidency. Activities evidenced in these records include: cost effectiveness reviews; strategic staffing; matrix management; Bank-wide programming and budgeting; and auditing. Subject files created and maintained by the Office of the Vice President are also contained in this sub-fonds. Topics include: performance indicators; human resources and personnel issues; corruption; partnerships; non-governmental organizations (NGOs); budgeting; the Strategic Forum; and the Bank's budgeting activities. Records also contain correspondence with Bank President Wolfensohn, Managing Directors, and other senior staff and external individuals. Meeting minutes and speeches are also included.

Financial Policy

Series contains records related to the financial policy function of the Bank. Activities supporting this function include: analysis of both the Bank's financial position and the international financial environment; and development and recommendation of policies, programs, and strategies that enable access to finances by the Bank and its borrowers. Records include a compendium of financial policies and a list of principal references and copies of key reference documents. Other correspondence, memoranda, and reports relate to the analysis of the Bank's financial position and specifically to management of Bank capital and IBRD subscription. Specific topics include: past policies regarding reserve targets; the financial structure and operations of IBRD; cost competitiveness of the Bank; overview of changes in IBRD financial policies; review of IBRD lending rate policy; review of IBRD income prospects and policies; review of IBRD/IDA programs and financial policies; variable lending rates; currency pooling; liquidity policy; investment guidelines; and capital subscription.

Also included are the records of the Asset Liability Management Committee (ALMC) which makes recommendations in the areas of financial policy, the adequacy and allocation of risk capital, and oversight of financial reporting. Records of ALMC's two subcommittees, the Market Risk and Currency Management Subcommittee and the Credit Risk Subcommittee, are also included in this series.

Records related to the development and review of lending policies are also included. Specifically, these policies relate to member country eligibility criteria, commitments, disbursements, loan income, and loan portfolio. Records are in the form of subject files. Topics include: currency management; currency composition of loans; lending rates; prepayments; country credit risk exposure; debt restructuring and negotiations; interest rate swaps; repayment terms; cofinancing operations; and single currency loans. Records also relate to development and review of financial risk policy. Specifically these include interest rate risk, exchange rate risk, credit risk, liquidity risk, borrowing risk, and others. Records may include policies on the subject as well as correspondence, memoranda, and other background material related to the policy.

Series also contains records related to financial models and projections used to develop and review various financial policies related to Bank Group lending, borrowing, risk management, asset management, and other activities.

Series also includes a small number of speeches and presentation materials produced and/or presented by financial policy staff when reporting to the Bank's regions, senior management and Executive Directors.

Country Creditworthiness and Program Review

Series contains records related to country creditworthiness review and the credit risk inherent in IBRD's loan portfolio. Activities involve managing credit risk at both the individual country level and the portfolio level that directly affects the lending volumes IBRD may be willing to extend to its borrowers. Records relate to topics such as: debt management and reporting; export credits; Berne Union meetings; developments in portfolio credit quality; and loan loss provisioning requirements. Series also contains external debt studies done by the Budget and Planning Department's Financial Studies Division (PABFS) in conjunction with the International Finance Division of the Economic Projections and Analysis Department (EPDIF) in the 1970s. Series contains annual country risk assessments, final creditworthiness reports, portfolio reviews, and any essential information related to these. Periodic reports, forecasts, and summarydiscussion memoranda are also included as are records of the Short Term Risk Management Group which was responsible for informing senior management about economic and political developments in countries that are at risk of falling into crisis or are of systematic regional importance for Bank member countries. A set of historical debt case files primarily from the 1960s and early 1970s used for reference purposes are also included as are a set of debt rescheduling case files dating from 1967 to 1976.

Country program review activities consist of the review, analysis, and coordination of Country Program Papers (CPPs). Specifically, units within the Planning and Budget Department and its successors were responsible for: measuring the size and composition of the country program proposed to the account constraints on the volume of IBRD and IDA lending; evaluating country creditworthiness and the Bank's exposure to risk; and determining the feasibility and appropriateness of the country program in terms of the country's ability to prepare and implement the projects. Activities include: establishing guidelines for the form and content of CPPs; selective participation in the preparation of CPPs in the form of working level reviews; participating selectively in Regional Vice President review meetings; and review final CPPs. Records related to these activities include copies of CPPs as well as the successor of CPPs, Country Assistance Strategy Papers (CAS); a complete set of CPPs from their introduction in 1968 through1987 are included. Also included are lending program files that supported the review of CPPs. Records include memoranda, reports, statistical tables, spreadsheets, Lending Program Monthly Status Reports, and Lending Operations Monthly Reports relating to the analysis and review of country lending. General lending files of PAB's Country Program Review Division (PABCP) and its predecessor the Program and Operations Review Division (PABPO) are also contained in this series. Subjects include: commercial bank lending, IDA allocations, disbursements, local cost financing, and creditworthiness. Document types include reports, statistical tables, and spreadsheets. Sector files of the Planning and Budgeting Department's Country Program Review Divisions (PABCP) are also contained in this series. These include reviews of economic sector work (ESW) performed in the regions and in the Central Projects Staff (CPS). Records include memoranda, statistical tables, and spreadsheets as well copies of reports from the Operations and Development Policy complexes that PABCP reviewed. Many of the records related to CPP review, general lending, and sector review contain annotations, handwritten notes, and calculations.

Institutional Planning

Series contains records related to organizational effectiveness review, Bank reorganizations, and long term institutional planning. Series includes records created and maintained by the Planning and Budgeting Department's Institutional Planning Division (PBDIP) in the mid-1980s that supportedthe "Future Role of the Bank" exercise which sought to determine the direction of the Bank by examining issues such as trade and capital flows, the Bank's competitiveness, and the Bank's leadership role in research and aid coordination. Records include numerous studies and reports that were disseminated among Bank stuff and submitted to the Board. Topics relate to capital management, IDA replenishment, the Bank's role in the 1990s, Bank/Fund collaboration, staffing, and competitiveness. In addition to final versions of studies and reports, records include report drafts, comments on drafts, memoranda and correspondence, and small amounts of reference material. Also included are the files of Joseph D. Woods that relate to the "Future Role of the Bank" exercise. As Vice President of the Financial Policy, Planning and Budgeting Vice Presidency from 1983 to 1987, Woods had a leading role in the exercise.

Also included in this series are records relating to other committees and task forces that focused on institutional planning from a financial policy perspective. The majority of the records relate to the 1987 Bank-wide reorganization and the Strategic Compact review that took place between 1997 and 1999. The series is comprised of the proceedings of the committee/task force meetings in which units responsible for financial policy, planning, and budgeting activities within the Bank participated in management reviews or in support of relevant institutional committee/task force either as the secretariat or as a member. Records include: terms of reference (TOR); agendas and minutes of meetings; background papers; and related materials.

Budgeting Policy and Planning

Series contains records relating to budget policy development and planning activities. Records are primarily contained in subject files on various topics including: reorganization budgeting; the Special Grants Program; cofinancing and trust funds; project review and aid effectiveness; portfolio management; capital budget management; debt and debt restructuring; staffing; and annual lending reporting. Series also contains chronological files of staff in the Planning and Budgeting Department's Budget Planning and Systems (PBDPS) and Office of the Director (PBDDR) departments that relate to the same topics as subject files. Records of John Blaxall, Assistant Director in the Programming and Budgeting Department (1969-1973, 1976) are also included in this series. These records relate to his involvement in the development of the Bank's Five Year Program (1969-1973) as well as the writing of The Scale of IBRD Financial Operations, FY74-78 discussed at the Executive Directors Meetings in 1972 and Report of the Planning, Programming and Budgeting Working Group which was presented to the President's Council in 1977.

Bank-wide Budget Support and Review

Records in this series relate to the monitoring, evaluation and implementation of the Bank's planning and budgeting processes and the submission of budget materials to the Board for review and approval. The series includes records of the main document production cycle (including Planning Directions papers and budget documents) as well as monitoring, evaluation and implementation documents (including Retrospective Reviews, Midyear Reviews, Apex Reports, and Budget Management Manuals). Other budget documents contained in this series include: medium-term framework reports; business plans outlining units' work programs for the next three years; notes presenting Policy and Budgeting Department (PBD) analysis and recommendations; submissions from vice presidencies; analysis of retrospective reviews; requests for clarification/modification of issues in budget submissions; tables detailing expenditures by service categories; and draft reports, staff comments, tables, framework papers, and correspondence relating to Bank planning and budgeting activities. The series also includes: minutes of monthly budget meetings with clients; copies of contingency funding requests and responses to them; budget contract models; accruals overrun/underrun tables and memoranda; and other papers relating to dollar budgeting implementation.

The series contains a reference collection in the form of copies of summary information regarding the plans and budgets of the World Bank Group from 1949 to 1975. Specifically, these records consist of papers presented to the Board of Governors and Executive Directors regarding the administrative and operations budgets of the World Bank Group as well as related internal memoranda and tables.

Series also consists of subject files created by units responsible for budget support and review. Records served as analytical, statistical, historical, and background information for cross cycle activities related to Bank-wide programming, planning and budgeting processes. The series is comprised of correspondence and papers relating to: budget policies and procedures; service categories; organizational units' plans and budgets; object of expenditures; source of external funds; program objectives; capital budget; service category files (e.g. operational planning, borrowing/investment operations, loan administration, personnel, Special Grants Program); organizational unit budgeting (e.g. vice presidencies, administrative tribunal, appeals committee, ombudsman); source of external funds; program objectives (e.g. debt and adjustment, poverty reduction, human resources development, private sector development, public sector management, environment, and forestry); and capital budget.

Financial Policy, Planning, and Budgeting

Personal records

A business card file containing various business cards of James L. Theodores and of other individuals in the fields of international development, media, and hospitality is included in this series. Numerous versions of Theodores's Curriculum Vitae and commendation letters are also included.

World Bank Group Field Coordinator security policy and planning

Series consists of records relating to World Bank Group security policy, planning, coordination, and response activities, and James L. Theodores's role leading this work as Field Coordinator (FC) between 1981 and 1987. Records include: official Bank policies and procedures on security in the field and other materials authored by Theodores and distributed to Bank staff; external publications on security and terrorism; undated and uncredited briefing papers on hijackings, letter and parcel bombs, and telephone threats; consultants' reports on World Bank Group security policy and planning; staff guidelines regarding street crime, burglary, vehicles and travel, and fire protection; reports and summaries of political incidents, security advisories, and incidents involving Bank staff; correspondence regarding specific travel bans; work program and other materials related to the Field Office Improvement Program developed by Theodores upon taking over the position of FC; and the FC transition program that resulted in the transfer of the Field Security System to the General Service Department's (GSD) Security Division upon Theodores's departure from the World Bank in 1987. Some records also relate back to Theodores's time as Resident Representative in Kabul, Afghanistan (1977-1980) and the various security plans and guidelines he followed and enforced.

Series also includes records related to the hijacking of Pakistan International Airlines PK326 in March 1981. One of the hostages was World Bank staff member Jeffrey Balkind. Theodores served as the coordinator and major spokesman for the World Bank's informal Crisis Management Team during the hostage taking. Records include regular updates on the hijacking, primarily in the form of wires from the United Nations Development Programme's (UNDP) Resident Representative in Kabul, Afghanistan. Security updates authored by Theodores presumably for internal World Bank consumption are also included.

Records in this series related to the hijacking were subsequently used by Balkind for research purposes. A letter from Balkind to Theodores thanking him for the use of these records is included as is the packaging used to courier the records back to Theodores. The packaging is dated June 26, 1996. A complete draft of Balkind's unpublished history of the hijacking, "Life and Death on a Tarmac: The Hijacking of PK326" is included. Other chapters of the book that were reviewed and annotated by Theodores are also included, as is correspondence between Theodores and Balkind.

Records related to the May 1985 abduction of consultant Dr. Robert Williams, his wife Jenny Williamson, and their driver are also included. Williamson was engaged in work on a World Bank supervised project in Pakistan. Records include initial reports and notes on the incident and regular updates, including those made to senior staff World Bank staff.

World Bank Resident Representative for Afghanistan activities and related research and reference materials

Series consists primarily of records related to Theodores's role as Resident Representative for Afghanistan between 1977 and 1980. Many of the records in this series appear to have been compiled by Theodores as either research or memory aids; they have been placed in plastic sleeves and, in many cases, given annotations in the form of sticky notes affixed to the front page of a document or group of documents that describe the document(s) or, in some cases, provide commentary. As part of these compilations,records relating to Afghanistan that were received or collected by Theodores previous or subsequent to his time as Resident Representative have also been included.

Series consists of records relating to the role and mission of the Resident Representative and its relationship with the United Nations Development Programme (UNDP) representative in Afghanistan. These records date back to the opening of the World Bank country office in Kabul, Afghanistan in 1969. Specifically, records relate to: the establishment of the Afghanistan Resident Mission in 1969; briefings on the country's military and political situation (including after the 1973 coup d'etat); the World Bank's role in Afghanistan; Theodores's assignment to Kabul, Afghanistan; the role and objectives of the Resident Mission in Afghanistan; the Mission's relationship and communications with the UNDP representatives regarding operations and security policy; and the diplomatic status of the Resident Representative.

Records related to Theodores's activities as Afghanistan Resident Representative are contained in a chronological file divided into sections according to topic (credentials/identification, receiving guests, health, insurance, taxes, and shipping) and correspondent (World Bank headquarters, family, and personal). Correspondence with World Bank colleagues relates to administration, staffing, travel, housing logistics, and expressions of congratulations or gratitude. Substantive discussion of ongoing or prospective lending operations or economic and sector work is minimal.

Series also consists of four maps of Afghanistan. These include two maps showing political regions (1976), a navigational map (1966), and a general map (1975).

Records compiled by Theodores that appear to be research or memory aids relate to a variety of topics, including: the origins and early days of the Soviet/Afghan war; World Bank security policy and updates; encryption of correspondence; evacuation guidelines; Afghan office budgeting; Bank and resident mission staffing;Theodores's emergency evacuation from Afghanistan in January 1980 for health reasons; assistance of Afghan nationals in communication with the American embassy; transfer of confidential records upon closure of the Kabul office; the Theodores family's final departure from Afghanistan in June, 1980; the closure of the World Bank's Kabul office; and updates on local office staff subsequent to Theodores's departure from Afghanistan. The majority of the records are from Theodores's time in Afghanistan, but somerecords date subsequent to his departure. Records are in the form of correspondence (typed, handwritten, telexes), reports, newspaper clippings, and Afghan government issuances.

Theodores compiled records related to the 1973 and 1978 coups and subsequent Soviet invasion in 1979 as well as the murder of United States Ambassador Adolph "Spike" Dubs in February 1979. These records primarily consist of correspondence between Theodores and Bank colleagues. Records also contain lengthy handwritten letters fromTheodores to his family. Speeches, decrees, and reports made by the various Afghan leadership regimes in 1978 and 1979 are also included.

In addition to correspondence, newspaper clippings from Afghanistan and from other international publications reporting on events in Afghanistan as well as editorials and speeches by external experts commenting on the events and future of Afghanistan are included. Included is a collection of materials related to the nearly decade-long conflict between Afghanistan and the Soviet Union and is primarily newspaper clippings and magazine articles.

Series also consists of three sets of photograph prints. The first consists of fifteen black and white prints depicting Afghani citizens and landscapes. The images appear to be shot by John Siceloff of the American Peace Corps and are not dated. The other two sets of photographs consist of ten color prints and three black and white prints depicting Afghani citizens, landscapes, and towns. Prints appear to have been sold and acquired by Theodores commercially.

A small amount of records related to a talk that Theodores gave at the Newport Public Library in 2002 on the past and future of Afghanistan are also included. Records include presentation notes, articles, and correspondence.

Personal Papers of James L. Theodores

  • WB IBRD/IDA WB_IBRD/IDA_109
  • Fundos
  • 1966 - 2002

Fonds consists of records from Theodores's time as Resident Representative in Kabul, Afghanistan and as Field Coordinator for the World Bank Group. Many of the records in this fonds appear to be a selection made by Theodores either during his time employed at the Bank or upon his departure. Some of the records, such as those relating to Afghanistan after Theodores had completed his time as Resident Representative there, may have been collected by Theodores for personal interest or in support of potential research projects to be undertaken at a later date. A small number of records relating to Theodores's employment with the World Bank or to the history and future of Afghanistan are also included.

Theodores, James L.

PSDVP business plan, work program, and budget monitoring records

The series includes business plans, work programs, and budget monitoring records for the PSDVP. PSDVP business plans for fiscal years 2004 to 2006 are included, and consist of budget summary tables and departmental budget proposals. The fonds also consists of work programs that outline the functions and activities of PSDVP and its subordinate departments for the fiscal year 2004. The work program records include: organizational structure compact records that detail the objectives and activities of PSDVP and its units; budget distribution reports; compact deliverables for economic sector work (ESW) for PSDVP units; work program progress tables; and staffing information. The series also consists of numerous types of budget monitoring records, including: monthly monitoring tables for fiscal year 2004; reposting, budget transfer, and reimbursable income reports for fiscal year 2004; cross support budget records; quality assurance budget reports for fiscal years 2005 and 2006; trust fund budget reports; discretionary budget reports; and budget records related to the Investment Climate Survey and Assessment (ICA) program for fiscal year 2004.

Records of the Private Sector Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_108
  • Fundos
  • 2002 - 2006

The fonds includes budget, business plan, and work program records for the Private Sector Development Vice Presidency (PSDVP) and its subordinate units.

Private Sector Development Vice Presidency

PSD and PSAS business plan, work program, and budget monitoring records

The series includes budget monitoring, business plan, and work programs records for: the Private Sector Development Department (PSD); its numerous units; and its successor, the Private Sector Advisory Services (PSAS) in PSIVP. The PSD units were mapped and merged into PSAS in late 1999, which came after the establishment of PSIVP in February 1999. Much of the PSD related records consists of correspondence and memoranda that details the carryover of funding for PSD projects to PSAS, and reorganization and merging of PSD units with other Bank and IFC units. Budget monitoring records for PSD and PSAS include: monthly monitoring tables for fiscal years 2000 to 2003; year-end projections reports; overrun cost reports; quarterly and mid-year review reports; reposting and dispute budget reports; chargeback reports; reimbursable income reports; cross support funding reports; staff budget reports; and discretionary budget reports. European Union trust fund reports and economic sector work (ESW) budget records for PSDrelated projects are also included, and discuss carryover and extension of projects to PSAS of PSIVP. Business plan and work program records for PSD and PSAS are included for fiscal years 2000 to 2003. The business plans and work programs include: staff and consultant information; thematic group activities reports; sector board compacts; Time Reporting System Adjustments and Cross Support Ratio budget reports; PSAS set-up information; and correspondence and memoranda regarding restructuring and reorganization of PSD.

Records of the Private Sector Development and Infrastructure Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_107
  • Fundos
  • 1997 - 2003

The fonds includes budget, business plan, and work program records from the Private Sector Development Department (PSD) units mapped into PSIVP in 1999, and similar records for PSD's successor of the Private Sector Advisory Services (PSAS).

Private Sector Development and Infrastructure Vice Presidency

Liaison records

The series consist of records related to liaison with organizations external to the Bank. This includes correspondence maintained by Transportation, Water, and Telecommunications Department (TWT) related to the joint United Nations Development Programme (UNDP) - World Bank Water and Sanitation Program from 1978, and correspondence maintained by TWT and WUD related to the joint World Health Organization (WHO) / World Bank Cooperative Program, which also focused on water and sanitation, from 1977 to 1987.

Operations policy and project support records

The series includes records from: the Transportation, Water, and Telecommunications Department (TWT) from 1978 to 1982; the Urban Projects Department (URB) from 1978 to 1982; the Water and Urban Development Department (WUD) from 1983 to 1987; and the Transportation Department (TRP) from 1983 to 1987. These departments were primarily mixed sector departments, therefore, the records cover a broad range of topics, including but not limited to: highway maintenance and development; port development; railways;maritime transportation; water and sanitation systems maintenance and development; tourism services and infrastructure development; urban development; and telecommunication infrastructure and public utilities development. The records include: internal and external correspondence, including letters and memoranda; initiating memoranda; project files; project completion and audit reports; sector support and research files; sector policy papers; back to office reports (BTOs); terms of reference (TORs); and departmental publications. Records related to the Bank's Urban Project Program, which was originally launched in 1975 and supported by URB and later WUD are also included. The Urban Poverty Program records primarily include correspondence and reports related to various sector projects done in support of the program.

Transportation, telecommunication, water, and urban development

The sub-fonds includes operations policy and project support records from the following departments: the Transportation, Water, and Telecommunications Department (TWT) from 1978 to 1982; the Urban Projects Department (URB) from 1978 to 1982; the Water and Urban Development Department (WUD) from 1983 to 1986; and the Transportation Department (TRP) from 1983 to 1986. The sub-fonds also includes records related to liaison with external organizations, which were maintained by TWT from 1978 to 1983.

Records of the Senior Vice President of Operations

  • WB IBRD/IDA WB_IBRD/IDA_106
  • Fundos
  • 1967 - 1991

Records of Vice President of Operations and SVPOP J. Burke Knapp

The fonds includes records maintained by Vice President and Senior Vice President of Operations (SVPOP) J. Burke Knapp. The records include memoranda sent between Knapp and Bank President Robert McNamara from 1967 to 1978. Much of the memoranda are originals authored by Knapp and annotated and sent back by the President. There are also copies of records addressed to McNamara by other staff and copies of minutes of the President's Council or other meetings with the President. The memoranda to the President focus on IBRD and IDA lending programs, papers on financial and lending policy, loan overruns, and other particular loan issues.

Knapp records also include a set of briefs for the 1972 Annual Meeting. The briefs contain briefing memoranda and reports on the politico-economic situation and the Bank's lending program in individual member countries. In preparation for scheduled meetings between the Bank President and the delegations of membercountries, the briefs provide a summarized background for the meeting, talking points for the President, summaries of subjects likely to be raised by the delegation, and a list of delegates. Filed with some of the briefs are related Country Program Papers (CPP). In addition to briefs for individual countries, filed at the beginning of the series are briefs on the African and Latin American Caucuses, the Asian Development Bank (ADB), and the European Investment Bank (EIB).

Records of OPNSV Moeen Qureshi

The fonds also includes records maintained by Senior Vice President of Operations (OPNSV) Moeen Qureshi. The records consist of briefing materials prepared for Qureshi from 1987 to 1991. Briefings cover his foreign travel and any formal meetings he attended in New York or Washington, DC. In addition, there are records for his August 17 - September 8, 1984, trip to London, Pakistan, New Zealand, Australia, and Japan. A typical briefing file contains: Qureshi's itinerary and schedule; biographies of people with whom he would be meeting; outlines, drafts, and copies of speeches he delivered; press releases; correspondence; conference agenda and programs; and background papers regarding the Bank's relationship with the countries visited.

Joint IMF-World Bank Annual Meeting briefs prepared for Qureshi are also included for the years 1988 to 1990. The briefs consist of a separate folder for each day of the Annual Meeting. A typical folder contains Qureshi's schedule for that day and a sub-folder for each event he was scheduled to attend. The briefs also include: lists of delegates attending each event; agenda for meetings; Annual Meeting briefs for each country whose delegation met with Qureshi; talking points for and copies of speeches for Qureshi or President Barber Conable; copies of Conable's schedule for the day; and seating charts.

Qureshi's records also include materials concerning the 1987 Bank-wide reorganization from 1986 to 1989. The records consist of: memoranda exchanged between Conable, Qureshi and members of the Operations Complex regarding implementation of the reorganization plan and specific staff appointments; copies of memoranda from Conable updating Bank staff on the reorganization; records outlining interim personnel procedures; Steering Committee issuances regarding staff selection, redeployment, and redundancy; copies of letters from Conable to specific staff affected by the reorganization; Bank press releases; the Support Unit Task Force Report; and studies completed by an external management consulting firm. Much of the records concern implementation of the reorganization within the Operations Complex. Specific records focus on the Operations Task Force Report, which includes: comments from staff regarding that report; draft position descriptions; and memoranda regarding the staff selection and allocation process.

The Qureshi records also contain records related to country lending operations from 1987 to 1991. The records consist of memoranda, letters, cables, reports, studies, and minutes of meetings regarding the Bank's lending policies in specific countries or, in the case of donor countries, aid coordination. The records also include briefing papers prepared for Qureshi and/or President Conable prior to meetings with country representatives, agenda and minutes of meetings of Qureshi or Conable with country representatives, minutes of meetings of Bank Executive Directors, and Bank mission reports. Much of the records include Qureshi's annotations. Issues discussed in the correspondence include technical assistance, economic reforms, environmental impact of Bank policies, political events in a country and their implication for Bank loans and operations, and special grants in response to natural disasters.

Lastly, incoming and outgoing correspondence and memoranda between Qureshi, the OPNSV Front Office Staff, and members of the Operations Complex are included for the years 1987 to 1989.

Records of Special Assistant Ngozi Okonjo-Iweala

The fonds also includes records maintained by Ngozi Okonjo-Iweala when she served as Special Assistant to the Senior Vice President of Operations (OPNSV) Moeen Qureshi. This includes records maintained by Okonjo-Iweala related to major borrowing countries from 1987 to 1991. These records consist mostly of copies of correspondence and reports on lending operations and recent developments in borrowing countries. Background materials and reports of meetings held between Bank officials and official representatives of the borrowing countries are also included. County Strategy Papers (CSP) are found in some records. Among the most discussed lending issues are structural adjustment, privatization, technical assistance, and late payments. Some of the records contain Okonjo-Iweala's correspondence with the staff from the Regional Vice Presidencies (RVPs) officials, her handwritten and typed notes to Qureshi on lending issues, and her handwritten notes taken at meetings she attended.

Okonjo-Iweala records also consist of business plans for the OperationsComplex from 1989 to 1991. The records consist of internal memoranda and reports detailing planned lending expenditures for FY 1991 to 1993 and FY 1992 to 1994. The business plans are broken down by Region, therein by country and sector with reference to the Bank's country lending strategies. Breakdowns on IBRD versus IDA lending are also given. The business plans are heavily annotated by Okonjo-Iweala.

Okonjo-Iweala records also include memoranda, reports, and correspondence on a variety of operational and administrative matters relating to the functions of the OPNSV from 1989 to 1991. Records related to operational matters include records related to the following topics: cofinancing; private sector development; the IDA Ninth Replenishment; the Gulf crisis; and the Bank's interaction with international organizations. Records related to administrative matters include: preparation for the 1990 Annual Meeting; records related to a Senior Operations mangers' retreat; and records related to pay, annual leave,the staff retirement plan, and actions regarding specific staff members. Filed under "Front Office" are also records regarding administrative matters of security, document formats, and the United Way Campaign. There are also records containing briefing notes for trips undertaken or meetings attended by Qureshi.

Okonjo-Iweala records also includes materials maintained for the Operations Committee (OC) from 1989 to 1991. Arranged by country, most of the records include: Okonjo-Iweala's copies of formal minutes of the OC meetings; her handwritten notes taken when she attended the OC meetings; and postscripts on discussions of Country Strategy Papers (CSP) by the OC. Included with the minutes are copies of CSPs, Initiating Memoranda, and reports and recommendations accompanying requests for loans and credits submitted by the country to the OC. Some draft CSPs submitted to Okonjo-Iweala are annotated with her comments.

Lastly, Okonjo-Iweala records include internal memoranda, correspondence, and reports from 1990, which were primarily sent between her, the OPNSV Moeen Qureshi, the OPNSV Front Office Staff, and members of the Operations Complex.

Records of Senior Adviser, Lending and Budget Operations, Cosmas Linus Robless

The fonds also includes records of Cosmas Linus Robless, who served as Senior Advisor for Lending and Budget Operations to OPNSV Moeen Qureshi, from 1987 to 1991. Records include subject files consisting of: memoranda; correspondence; reports; position papers; and guidelines regarding Operations Complex programs and policies. Other records focus on the topics of: annual sector reviews; the Field Offices Task Force; overdue service payments; the Bank's response to the Gulf Crisis; graduation from the Bank; and program goals for the Operations Complex. Correspondence, memoranda, and reports sent and received by Robless are also included.

Robless records also consist of materials related to the Ad Hoc Committee on Board Procedures from 1990 to 1991, which sought to improve bank procedures performed by the Bank's Executive Directors (ED) for reviewing country assistance strategies and policy formulation in Bank operations. The records include: correspondence and memoranda; meeting minutes of the Ad Hoc Committee; draft Ad Hoc Committee reports prepared for the EDs; terms of reference prepared for EDs; and work programs prepared for the EDs for consideration.

Lastly, his records also include copies of Country Strategy Paper (CSP) postscripts prepared for the Operations Committee (OC) from 1991. The CSP postscripts summarize the review, and subsequent actions taken by the OC for a particular CSP.

Front office adviser records

The fonds also includes records maintained by various advisers who served in the Front Office for SVPOP Ernest Stern and his successor OPNSV Moeen Qureshi from 1979 to 1989. The front office records reflect the activities of the SVPOP/OPNSV. The records include: SVPOP yellow sheets, or handwritten project lending notes; decision memoranda and comments prepared by advisers on behalf of the SVPOP for the Loan Committee; Loan Committee log book prepared by advisers; board papers, briefs, and schedules prepared for meetings with the Executive Board of Directors; memoranda regarding Project Completion Reports (PCR) submitted to OPNSV from the Central Operations Department (COD); memoranda regarding Women in Development (WID) country assessments submitted to the OPNSV from the Economic Advisory Staff (EAS); working papers submitted to OPNSV from the Policy, Planning, and Research (PPR) Complex for review; standard budget tables submitted to SVPOP from the Division Chief of the Planning and Budget Department (PBD); and memoranda, budget reports, and other records related to liaison with United Nations cooperative programs.

Communications and Meetings with Area Department Heads (later Operational Vice Presidents)

The fonds includes memoranda address by Ernest Stern as (Vice President (1978-1980) and Senior Vice President (1980-1987) of Operations to the Operational/Regional Vice Presidents. Topics of memoranada include lending policies, programming, and lending activities.

The fonds also includes memoranda and minutes from the weekly meetings of the Area Department Heads and its replacement of the Operational Vice Presidents (OVP, renamed after 1972 Reorganization) from 1968 to 1986. The records dated from 1968 to 1978 were maintained by J. Burke Knapp when he served as Chairman for the Area Department Heads and the OVP as the Vice President of Operations and SVPOP. The recordsdated 1979 to 1986 are maintained by Vice President of Operations (VPO) and SVPOP Ernest Stern.

Country lending and strategy records

The fonds also includes records related to the Bank's country lending operations from 1981 to 1991. Records were maintained by Senior Adviser for Lending and Budget Operations Cosmas L. Robless, and OPNMS Senior Programming Officers Larry Smucker and Manuel Benedito. The records include: lending review records focused on lending projects in the Regions for the fiscal years 1982 to 1983 and 1988 to 1994; lending program status records and reports focused on reporting lending project status to the Bank's Board of Executive Directors; records related to lending allocations for IBRD/IDA loans; records related to the Five Year Lending Program, 1984-1989; records related to the IDA Ninth Replenishment for lending operations; and Country Briefs prepared for various countries in the Regions from 1985 and 1987, which outlined an economic profile of a country, lending programming, and reform actions taken.

Budget formulation and review records

The fonds also includes records related to budget formulation and budget review functions performed by the Office of the Management Systems and Budget (SVPMS) and its successor of the Office of the Management Systems and Budget (OPNMS) within the SVPOP/OPNSV Front Office from 1985 to 1992. The records were primarily maintained by the Senior Budget Officers of SVPMS/OPNMS, and the Senior Adviser for Lending and Budget Operations, Cosmas LinusRobless. The records focus primarily on budget formulation and review for Bank units belonging to the Operations Complex. The budget formulation records include: budget correspondence and memoranda; Operations Complex budget distribution and salary reports; Operations Complex budget proposals; Operations Complex capital budget; budget officers meeting minutes; budget submissions sent to the SVPOP/OPNSV related to the Operations Complex; staffing and consulting budgets; budget calendars and booklets prepared by the SVPMS/OPNMS; budget framework papers; business plans, work programs, budget plans, and budget contracts drafted for the Regional Vice Presidencies for fiscal years 1986 to 1995; and business plans, budget plans, work programs, and staffing records related to the vice presidencies and departments of Operations Complex for the fiscal years 1987 to 1991.

Budget plans and staffing records are also included for OVPMS/SVPMS, and for the SVPOP/OPNSV Front Office. Work program and budget reports are also included for the Management Information System (MIS) of the Operations Information Systems (SVPMI/OPNMI) Unit, and its successor Operations Information Services Division (OPNIS) of the SVPOP/OPNSV Front Office from 1985 to 1989.

Budget review records include: monthly status budget reports for the Operations Complex; reimbursement reports; mid-term perspective reports; quarterly, mid-year, third quarter, and retrospective review records for the Operations Complex for the fiscal years 1988 to 1992; and Operations Complex final expense reports.

Operations information management

The fonds also includes records related to the Operations Information Committee (OIC) from 1987 to 1990. The Operations Information Committee (OIC) was established in November 1987 to develop "Complex-wide strategies, plans, policies and investments in information and information technology which would...coordinate the management of information and information technology activities within or affecting the Operations Complex." Therecords include agenda and minutes of OIC meetings and documents and memoranda forwarded to Committee members. Also contained in the records are some minutes of meetings of the Information and Technology Advisory Committee (ITAC) and records related to the FY 90 work program of the Operation Information Services Division (OPNIS). The records are maintained by OIC Chairman Heinz Vergin, who served as the Operations Staff (OPN) Director at the time.

Transportation, telecommunication, water, and urban development records

The fonds also includes operations policy, project support records, and liaison records related to the sector departments of the: Transportation, Water, and Telecommunications Department (TWT); the Urban Projects Department (URB); the Water and Urban Development Department (WUD); and the Transportation Department (TRP) from 1975 to 1986.

Senior Vice President of Operations

PSD budget and work program records

The series consists of budget and work program records related to the multiple units and groups of the Private Sector Development Department (PSD) of the Finance, Private Sector Development, and Infrastructure Network (FPSI). Correspondence, memoranda, anchor function reports, cross support reports, business plans, and thematic budget reports are among work program and budget records for the PSD for fiscal years 1998 and 1999. Separate budget reports are related to trust fund support for PSD related projects for fiscal years 1998 and 1999. Records related to the PSD Consultative Mechanisms Study from 1997 to 1999 are also included, and contain consultant budget records, CVs, and background information on numerous consultants hired by PSD.

FPD budget, business plan, and work program records

The series includes budget, business plan, and work program records. The bulk of the records are Private Sector Development Department (PSD) budget records detailing funding for PSD related units for fiscal year 1996. The budget records include: correspondence; memoranda; trust fund letters of representation; budget reports and charts; and travel expense reports. Budget records related to PSD resource mobilization and funding units of the Private Sector Financial Operations Group (CFSPS) and its successor the Private Sector Development and Privatization Group (PSDPS) are also included for the fiscal year 1996. Budget and work program records for FPD involvement with the Consultative Group to Assist the Poor (CGAP) program are included for fiscal years 1995 and 1996. CGAP records include: correspondence; memoranda; budget reports and charts; progress reports; staff and consultant hiring records; and travel expense reports. Records related to the overall planning, management, and organization of FPD and its subordinate departments are also included for fiscal years 1994 to 1996. These records include: correspondence and memoranda between FPD Vice President Jean Francois Rischard and the directors and staff from each department; quarterly, mid-year, and retrospective review reports; staff lists; trust fund budget reports; FPD themes and prospects reports; business plans; and work programs.

Records of the Finance and Private Sector Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_102
  • Fundos
  • 1993 - 1997

The fonds consists of budget, work program, planning, management, and organization records related to FPD and its subordinate departments of PSD, FSD, and IEN.

Finance and Private Sector Development Vice Presidency

Public Expenditure and Financial Accountability (PEFA) Program records

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

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

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

Records of the Public Sector Management and Governance Sector

  • WB IBRD/IDA WB_IBRD/IDA_101
  • Fundos
  • 1996 - 2009 (predominantly 2001 - 2009)

The fonds includes records from research, advising, and policy development sector units oriented towards public sector management and governance functions of the World Bank, and does not include records from technical assistance oriented Regional units related to public sector management and governance. The records include Public Expenditure and Financial Accountability (PEFA) Program trust fund records related to funding for projects and activities of the Public Sector Governance Department (PRMPS) for the years 1996 to 2009.

Public Sector Management and Governance Sector

Records of Private Sector Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_100
  • Fundos
  • 1980 - 1999

The fonds primarily consists of records related to projects and special studies performed by the Private Sector Finance and Advisory Services Group (CFSPS) located in the Co-financing and Financial Advisory Services Vice Presidency (CFS) from 1989 to 1996, and its later successors, the Private Sector Development and Privatization Group (PSDPS) located in the PSD departments of the Finance and Private Sector Development Vice Presidency (FPDVP) from 1996 to 1997, and the Finance, Private Sector Development and Infrastructure Network (FPSI) from 1997 to 1999. The special studies and projects records relate to privatization of public enterprises and private sector development projects managed by CFSPS and PSDPS during this period. Records include: requests for assistance from the Regions or member governments; project initiating memoranda; trust fund planning reports; external background reports and papers; back-to-office reports; mission supervision reports; terms of reference; mission reports; correspondence and memoranda between CFSPS or PSDPS staff, Bank regional staff, and member countries; aide-memoires; draft and final reports; briefing notes; and recommendation reports for privatization or private sector development technical assistance, advisory, and lending services.

The fonds also includes research and reference records accumulated by Private Sector Development Department of the FPDVP from 1993 to 1997. These records consist of numerous annual reports, development plans, handbooks, brochures, statistical data reports, newspaper clippings, articles, reports, and papers produced external to the Bank and are usually specific to a country. The records are usually produced both by private and public entities within a country, including commercial banks, private industries, government central banks, and other government agencies. Academic reports and papers are also included. The records are focused on topics of privatization of public enterprises, private sector development, and industrial science and technology.

The fonds also consists of incoming and outgoing chronological correspondence maintained for the PSD of the FPDVP from 1993 to 1997. Most correspondence are between PSD Director Magdi Iskander and PSD staff, and focus on project mission reports, project proposals, PSD workshops and seminars, survey reports and papers comments, and PSD related topics such as privatization, industry, and regulation.

Private Sector Development Sector

Records of the World Bank Institute

  • WB IBRD/IDA WBI
  • Fundos
  • 1952 - 2007

The fonds consists of records related to the activities of the World Bank Institute (WBI, previously the Economics Development Institute [EDI]). Records in this fonds most commonly relate to the training and programming offered by the WBI. Topics of WBI training classes, programs, seminars and other events are generally aligned with the Bank's networks and sectors; these include, for example, training courses related to the environment, health, social protection, education, etc. Other training programs represented in these records include: Women Entrepreneurship Development (WED); Women's Management Training Outreach Program (WMTOP); Women in Enterprise Management Training Outreach Program (WEMTOP); Portuguese Speaking African Countries (PALOP); South Pacific Development Management Program (SPDMP); UNEDIL (UNDP/EDI/ILO program for Strengthening African Management Institutions in Africa); Agricultural Management Training in Africa (AMTA); Agricultural Rural Development Network (ARDNET); Gender and Developing Training Programme (GAD); and the Social Policy Reform in Transition Economies (SPRITE). Also included are records related to: programs organized in cooperation with the Joint Vienna Institute; the Foundation for Advanced Studies on International Development (FASID); Food and Agriculture Organization (FAO); and the United Nations Development Programme (UNDP).

Prior to 1994, the EDI division responsible for a training activity would, at the conclusion of the project, create a 'Master' training file. This consists of the records considered to be the essential products of the training unit. Included in these files are: terms of reference; seminar/training course programs and agendas; data on participants, including participants' registration questionnaires; activity briefs; activity completion reports; and final reports. After 1994, divisions and units sent master copies to the Internal Documents Unit (IDU) and the Infoshop for public dissemination and, consequently, no longer maintained these types of files.

The fonds contains a variety of other records related to training programs organized by WBI/EDI or in cooperation with other agencies and institutions. Records from these programs may include, but are not limited to: participants lists; activity briefs; timetables; agendas; administrative arrangements; budget information; strategic plans; mission statements; descriptions of functional responsibilities; terms of reference; program goals; structure and management records; periodic reports; policy papers; substantive correspondence; chronological files; Memoranda of Understanding; liaison reports; background information on organizations; Back-to-Office reports; and aide memoires. Program evaluation studies and impact evaluations of specific EDI programs are also included. Studies may involve use of questionnaires or site visits, and may be conducted by EDI or by cofinancing partners or external agencies.

Records relating to a program organized and provided by EDI for non-governmental organizations (NGOs) to strengthen the participation of [NGOs] in the planning and execution of development policies/programs are also included. Records related to this program take the form of the training program records described previously.

Records of the African Virtual University (AVU) are also included. Records relate to: learning centers; content providers; satellite service providers; researchers; the digital virtual library; the language laboratory; accreditation; conferences, seminars, and forums. Also included are: AVUboard documents; legal documents; commitment summary reports; trust fund and budget reports; and course-related materials like those described above.

Records related to seminars organized and presented by EDI in the 1990s are included in this fonds. These include: seminar proposals; aide memoires; summary sheets; activity briefs; lists of resources and participants; evaluation reports; course curriculum; Back-to-Office reports; general correspondence; and final versions of program materials that were distributed to participants. A small amount of records relating to EDI's Senior Policy Seminars in the late 1980s are also included.

The fonds also consists of divisional and departmental work program and budget records. Divisional work program and budget records from the early to mid-1990s include: budgets; payments and expenditures; budget reviews; trust fund letters of agreement; budget and cofinancing allocation; accrual payment reports; and regional and topical work programs. The fonds also includes retrospective, quarterly, and mid-year work program and budget reviews from 1985 to 1992, as well as records related to the Institute's periodic reorganizations.

Also included in this fonds are a variety of records related to cofinancing of EDI/WBI projects and programs; these records are from the late 1980s through the 1990s. Included are fact sheets summarizing training activities undertaken in developing countries through cofinancing. These consist of: program statements; correspondence; progress reports; Summary Activity Briefs; evidence of expenditures; and related materials. The fonds also consists of correspondence with governments and international agencies regarding their commitments or intentions to participate as cofinancer or Trust Fund provider for activities/programs conducted by EDI. These records include: summaries of coordination meetings; copies of original legal agreements; copies of initiating briefs; and correspondence, reports, memos, etc., concerning expenses and the release of monies.

Thefonds also includes liaison records between EDI and various states, agencies, institutions, and international organizations. These records were created at both the divisional and departmental level and primarily take the form of correspondence. Funding, programming, and information exchange are the most common topics discussed.

The fonds contains records related to the Joint Japan/World Bank Graduate Scholarship Program and the McNamara Fellowship Program. Joint Japan/World Bank Graduate Scholarship Program records primarily include scholars' information (applications, reference letters, etc.) from the late 1990s through the mid 2000s. However, Steering Committee records from its inception (1987 to 1991) and Annual Reports and Director of Scholars (1990 to 1993) are also included. Records related to the McNamara Fellowship Program are similar. Records include: applicant correspondence and reference letters; applicant proposals; letters of award; payment information; quarterly progress reports; and final reports. McNamara Fellowship budget records from 1983 to 1989 relate to: scholars' tuition; travel expenses; subsistence allowances; insurance costs; and other records related to the administration of the Fellowship. An Annual Report for 1989 is included.

A variety of EDI/WBI network/departmental and divisional chronological and subject files are included in this fonds. Records include: WBIVP chronological files (2000 to 2005) and meeting files (2001 to 2003); EDI Directors' chronological files (Amnon Golan [1990 to 1994], Alexander Ter Weele [1991 to 1996] and Vinod Thomas [1995 to 1999]); Coordination and Development Administration Division (EDICD) Chief Robert Lacey (1988 to 1992); Regional Capacity Enhancement (WBIRC) Director Michael Sarvis (2003 to 2004); Joint Vienna Institute (1995 to 1998) subject files; and small amounts of EDI regional coordinators', researchers', and consultants' chronological files.

The fonds contains a variety of the Institute's publications. These include: copies of EDI Bulletins from the 1980s and 1990s; the EDI Preliminary Prospectus (1955); EDI booklets and pamphlets from the 1950s to the 1970s; copies of Selected Readings and Source Materials on Economic Development published by EDI (1963/64 and 1965/66); EDI Curricula of Courses publications (1968 to 1976); and EDI Directory of Fellows (various years, 1967 to 1980).

Records related to the Development Education Program (DEP) are included as well. The DEP, formerly the Schools Program, was begun in the late 1970s with the objective of producing and marketing education materials about economic development for secondary schools in the U.S. and other countries. Records include: published materials based on DEP materials; catalogues; marketing and outreach materials; budget and human resource records; program records; and chronological records.

The fonds also contains briefing books prepared for the WBI Vice President by WBI staff for the years 2001 to 2003. A small number of briefing books prepared for Bank President Wolfowitz (2006 to 2007) are also included.

Finally, the fonds contains records created from the early-1950s through 1968 that relate to the origins of the Institute and its early operation. These records include chronological files from 1952 to 1968 that contain correspondence between the Bank and academics, civil servants, politicians, institutions, agencies, and others. Minutes of the Bank's Staff Loan Committee that relate to EDI's creation and its early operation are also included in these files as are proposals, planning, and budget records for the creation of the EDI. Topics of other records include: EDI's library project; administration of the Institute; funding of the Institute by the Ford and Rockefeller foundations; public relations; reports to the Bank Board; reviews of the Institute; EDI Advisory Board meeting minutes; and travel. Also included are anniversary publications and transcripts of interviews of prominent EDI administrators and instructors conducted in the mid-1980s.

World Bank Institute

Governance, management and oversight

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

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

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

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

Training material

This series contains records relating to two projects that were part of the UNDP (United Nations Development Programme)-World Bank Water and Sanitation Program (UNDP-World Bank WSP) that supported the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD). The two projects are the Information and Training Program in Low-Cost Water Supply and Sanitation (INT/82/002) and the International Training Network (ITN) for Water and Waste Management (INT/86/027). These projects were responsible for developing and delivering training modules geared toward water sector personnel and non-water professionals on topics concerning low-cost alternative technologies, sanitation (e.g., ventilated pit latrines), economic appraisal of projects, user participation, health aspects of water supply and sanitation, sanitation technology solutions, wells and handpumps, water distribution network, water and waste treatment, hygiene education, gravity-flow water supply, rainwater roof catchment systems, institutional and financial aspects, and many more. The goals of these training projects were to promote and deliver training on technical aspects, management, administration, finance, community development, and project support communications.

The training projects produced three major training packages for three primary stakeholders: the Decision Package for policy and senior government leaders; the Technical Package for students and sector professionals; and the Community (User) Participation Package for community workers and project staff.

UNDP financed the projects in cooperation with international agencies, while the World Bank (Bank) was responsible for project execution through the Technology Advisory Group (TAG) for technical assistance. The Bank's responsibilities included but were not limited to coordinating the recruitment process, agreements, feasibility studies, in-country training, project description drafts, course curricula design, etc.

Some of the key individuals mentioned in this series include but are not limited to Letitia Obeng, Saul Arlosoroff, Richard N. Middleton, and Mary Elmendorf (anthropologist/consultant, 1975-1996).

Materials include but are not limited to foundational records to prepare and produce the training modules; translations; progress and review reports; correspondence and memoranda; administrative files; conference and workshop files; photographic prints; and audiovisual items (e.g., magnetic cards, flexible disks, 35 mm color slides, and cassette tapes).

This series also contains records related to other initiatives: Research and Development in Integrated Resource Recovery (GLO/80/004) and TAG's collaboration with the UNDP's Women and the Decade Project (INT/83/003). It contains information about the promotion and support for women's participation in the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD) and the development of low-cost sanitation projects and training modules created by the Bank's EconomicDevelopment Institute (EDI).

Partnerships and program collaboration

This series contains records related to the partnerships and collaboration activities of the World Bank (Bank), United Nations Development Programme (UNDP), and other international agencies in support of the UNDP-World Bank Water and Sanitation Program (UNDP-World Bank WSP) and the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD). It also contains records documenting the trust fund management that supported the UNDP-World Bank WSP projects relating to low-cost development solutions for water and sanitation in low-income countries (i.e., funding contributions came from UNDP and Bank and trust fund resources derived from various international donors).

Partnerships and collaboration records

Records relating to partnerships and collaboration contain the following topics: missions in various countries (e.g., India, Philippines, Ethiopia, Zimbabwe, Morocco, Yemen, etc.); low-cost water sanitation techniques; field trials (e.g., VLOM-Village Level Operated and Maintained handpumps and Canadian Monarch handpumps); related initiatives; advisory panel meetings to discuss staffing, and ongoing and future field trials in regions such as East Africa and Southeast Asia; project implementations and timelines; loan and grant conditions applied by the External Support Agencies (ESAs); recommendations on aid-giving procedures; and meetings with the Collaborative Council of ESAs in the water sector in 1989 (held in Sophia Antipolis, France) and the Steering Committee for Cooperative Action in 1981-1985 (held at the World Bank in Washington, DC); the United Nations Educational, Scientific and Cultural Organization-UNESCO; the United Nations Children's Fund-UNICEF; and the Food and Agriculture Organization-FAO).

Types of partnership and collaboration records in this series include but are not limited to mission reports and communications, job descriptions, project proposals (including work plans, project justifications, budget outlines, schedules, etc.), progress and status reports, and meeting files (e.g., agenda, minutes, progress reports, memos, etc.). Examples of other institutions collaborating with the Bank in this activity are the Science and Technology Fund of the UNDP, Kumasi City Council, University of Science and Technology in Ghana, Banque Ouest Africaine de Developpment-BOAD, ARLAB (a subsidiary of Mines ParisTech5), Georgia Institute of Technology, and others.

The earliest projects related to the Bank's global partnership and collaboration with other organizations associated with water resources and management are:

  • Low-Cost Water and Sanitation Techniques (GLO/78/006);

  • Testing and Demonstration of Small-Scale Solar Powered Pumping Systems (GLO/78/004);

  • Research and Development in Integrated Resource Recovery (GLO/80/004);

  • Project Laboratory Testing, Field Trials, and Technological Development of Rural Water Supply Handpumps (INT/81/026); and

  • Information and Training Program (INT/82/002).

Trust fund management records

Records relating to trust fund management contain topics such as: trust fund agreements and amendments to agreements; cost-sharing; executing trust fund activities; funds received and transferred; country reports; financial management assessments or financial compliance reviews; policy exceptions; project phases (i.e., information gathering and testing; and development and implementation); audit review findings; proposals of project descriptions; Global Water Partnership Interim Committee; financial support for the Participatory Learning and Action Initiative; opportunity to initiate a core-funding relationship with various countries (e.g., Finland, France, Ireland, etc.); and collaborations with bilateral agencies (e.g., UK's Department for International Development-DFID, German Technical Cooperation Agency-GTZ, etc.). They also document communications about trust fund management between the Bank (including the Technical Advisory Group) and other institutions (e.g., UNDP, the Swedish International Development Cooperation Agency-SIDA,the Danish International Development Agency-DANIDA, the Swiss Development Corporation-SDC, Norway's Ministry of Development Cooperation, AusAID Trust Fund, World Health Organization-WHO, United Nations Children's Fund-UNICEF, etc.).

Types of trust fund management records in this series include but are not limited to master budget files, contribution and disbursement statements, project delivery reports (PDR), audit files (e.g., Terms of Reference), reports, waivers, original contracts, legal agreements,payment records, cost-sharing files, Bank internal clearances, Initiating Brief for Trust Funds (IBTF), funding proposals, project files (e.g., evaluations progress reports), recommendations, and donor correspondence.

This series also contains sixteen volumes, entitled Preliminary Study: The Large Aqueducts System, 1969 - 1971. These are bound volumes of pre-feasibility study reports by Gilbert Associates, Inc. (Reading, PA) for the Obras Sanitarias de la Nacion Argentina-OSN (now Agua y Saneamientos Argentinos-AySA), a utility company based in Argentina. These reports are associated with the loan agreement signed on June 3, 1963, between the Argentine Government and the USA through the US Agency for International Development (USAID). These volumes may have been used as reference files.

Research projects

This series primarily contains records documenting the findings and results of the World Bank's (Bank) two-year research project in 1976 - 1978 on "Appropriate Technology for Water Supply and Waste Disposal in Developing Countries." This project guided the United Nations Development Programme (UNDP) and the Bank to address the importance of low-cost water and sanitation systems in achieving inclusive access to clean water and adequate sanitation for everyone, especially in developing economies. It includesa series of publications in various record types: manuals, guides, reports, working documents, technical papers, summaries, case studies, and questionnaires.

This research project stemmed from years of informal and formal arrangements in the 1960s and 1970s between the Bank and the international development community (e.g., World Health Organization-WHO) to address ongoing water and waste management issues, particularly in Bank member countries' rural and urban communities. During this time, the Bank was also expanding and redirecting its investments to urbanization projects, particularly in water supply and sewerage initiatives, as emphasized by President Robert McNamara in his address to the Board of Governors in October 1976.

The research project focused on obtaining the perspectives of community members with the following factors and/or activities in mind: evaluation of varying constraints (e.g., environmental, public health, demand, institutional, cultural, social, and financial); sanitation, reclamation, composting technologies; low-cost and/or alternative technological solutions for water and sanitation development; resource availability; and project beneficiaries. The geographical area of focus was concentrated in Latin America, Africa, and the Caribbean.

The project resulted in a series of publications entitled "World Bank Studies in Water Supply and Sanitation" and related monographs, entitled "Appropriate Technology for Water Supply and Sanitation (ATWSS)," published between the early to mid-1980s. They aimed to guide and provide recommendations to project engineers, scientists, technicians, and field workers involved with water-related projects. Key authors include but are not limited to John M. Kalbermatten, David C. Jones, DeAnne S. Julius, Charles G. Gunnerson, and D. Duncan Mara.

Records of the Water Sector

  • WB IBRD/IDA WAT
  • Fundos
  • 1973 - 2008

This fonds contains records created between 1973 and 2008 that reflect the various iterations of the water sector in the World Bank (Bank) and their activities. In particular, it includes records relating to the Bank's partnership with the United Nations Development Programme (UNDP) for the UNDP-World Bank Water and Sanitation Program (UNDP-World Bank WSP), a cooperative program created in 1978. It also contains records about the Bank's and UNDP's contributions during the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD).

Records in this fonds document the research, operational support, governance, quality control, and trust fund management for global program projects managed and/or supported by various Bank water sector departments. Topics include but are not limited to handpump development and testing, sewerage, landfill design, sanitation, solid waste private options, demonstration projects, and participatory development and management--initiatives involving users, particularly women (i.e., PROWWESS-Promotion of the Role of Women in Water and Environmental Sanitation Services) , and communities in all stages of the water development process.

Materials in this fonds include but are not limited to internal and external correspondence (including letters, memoranda, and telexes), project files (including reports, Country Monitoring Evaluations-CMEs, agreements, Terms of References-TORs, progress reports, budgets, personnel management files, country information, research materials, and liaison records with external agencies), training material, research files, conference and workshop materials, departmental publications, and finance and accounting records.

Water Development Sector

Urban development reference subject files

Series consists of reference materials created or received by the Water Supply and Urban Development Department (WUD) and, more specifically, the Water Supply and Urban Development Department Operations Support and Research Unit (WUDOR).

The majority of the records within this series are published and unpublished research and discussion papers created by the WUDOR, World Bank regional offices, other World Bank departments, and external authors. External authors include consultants, academics, NGOs, and other multilaterals, such as United Nations Center for Human Settlements (HABITAT), United Nations Development Programme (UNDP), and the Organization for Economic Co-operation and Development. Topics of these papers relate to urban-rural relations, urban development strategy implementation, housing and shelter, municipal finances, spatial policy, urbanization, urban infrastructure, rent controls, electricity and energy pricing, participant/observer project evaluation, structural adjustment, urban transport, project budget management, and urban population. Records include background and theoretical papers as well as papers specific to individual countries and regions; all regions are represented, although African countries are most common. A small percentage of records relate to topics that are not directly related to the urban development sector, such as agriculture, healthcare, education, rural development, and water.

Series also includes a small amount of records created and used during the research and writing of World Bank-authored papers, including memoranda, back-to-office reports and consultant terms of reference.

Other types of papers included in the series include small numbers of regional strategy papers, project proposals and summaries, loan committee reviews, country and project appraisal reports, mission notes, policy papers, research and discussion paper drafts, project case studies, research proposals, program statistical data, Country Economic Memoranda, sector reports, conference papers, regional status reports, project monitoring reports and guidelines, and WUD annual reports for 1984 and 1986.

Urban Poverty Program files

Series consists of records created and received by the Urban Operations Review and Support Unit (URBOR) and related to the Urban Poverty Program. Records relate to the various objectives and activities of the Program, including defining, identifying, and quantifying developing countries? urban poor; identifying urban poverty target groups; estimating poverty incomes levels; creating lending policy; developing guidelines on project implementation and review; setting targets; and measuring impacts. Series iscomprised of chronological files consisting of correspondence, memoranda, and reports dating from the beginning of the Task Group?s existence in July of 1975. Included is a memorandum entitled ?Bank Action Program to Attack Urban Poverty? submitted to President McNamara by Warren C. Baum, Vice President, Central Projects Staff, on July 11, 1975, as well as two early ?Action Program and Interim Reports? submitted by Edward V. K. Jaycox to Warren C. Baum; these are dated Oct. 23, 1975, and March 29, 1976. Other interim reports and project reviews submitted between 1976 and 1981 are also included, as is feedback on the reports from Department staff. Reports and memoranda submitted to the project Chairman from internal and external offices are contained. Memoranda from the Bank?s regional offices? Chief Economists reporting on their efforts to combat urban poverty and offering feedback on the Group?s reports and memoranda are included. A small amount of meeting minutes and notes are included, as are photocopies of newspaper and journal articles.

There are also records from the Office of the Director of the Public Utilities Projects Department (PBPDR) and the Office of the Director of the Energy, Water and Telecommunications Department (EWTDR), between 1975 and 1977, concerning the Urban Poverty Program?s Urban Poverty Task Group. Files contain correspondence by Yves Rovani (director, PBP, then EWT), Richard N. Middleton (Sanitary Engineer) and John M. Kalbermatten (Water and Wastes Advisor), as well as with divisions in the regional projects departments, including regional chief economists, dealing with water supply and sewerage issues. Correspondence generally deals with the implementation of the Urban Poverty Program, specifically the impact of water supply and sewerage projects or operations and sanitation lending on the urban poor, and EWT's input into the water supply and wastewater aspects of the Task Group's work.

Conference on Improving the Effectiveness of Urban Assistance files

Series consists of records relating to the Conference on Improving the Effectiveness of Urban Assistance held in Washington on December 2-6, 1985. The Conference was convened by the World Bank to evaluate the previous decade's experience in the area of urban development and to develop plans for the future. Records include general Conference information and planning materials such as agendas, workshop plans, tour preparation, and planning committee correspondence. The series also includes speeches, biographies of speakers, and a published copy of the summary of proceedings. Correspondence relating to presenter, delegate, and donor invitations is also included as are thank-you and feedback letters from attendees.

Records of the Urban Development Sector

  • WB IBRD/IDA URB
  • Fundos
  • 1972 - 1987

Fonds consists of records related to activities undertaken by the urban development sector. Most records in the fonds are reference materials created or received by the Water Supply and Urban Development Department (WUD) and, more specifically, the Water Supply and Urban Development Department Operations Support and Research Unit (WUDOR). These records were created by Unit staff as well as by other World Bank offices and consultants and organizations external to the bank.

Materials include research anddiscussion papers on a variety of topics related to the World Bank?s urban development function. The fonds also contains records relating to the operation and administration of the Urban Poverty Program by the Urban Operations Review and Support Unit (URBOR) and to the research and reporting activities for which it was responsible. Records include reports and memoranda created by the Unit as well as by Regional offices. The fonds consists of records related to the Conference on Improving the Effectiveness of Urban Assistance convened by the World Bank in Washington on December 2-6, 1985. Records include planning materials as well as speeches, speaker biographies, and a published copy of the summary of proceedings.

This fonds also includes correspondence from the Office of the Director of the Public Utilities Projects Department (PBPDR) and the Office of the Director of the Energy, Water and Telecommunications Department (EWTDR), between 1975 and 1977, documenting the water sector?s input on water supply and sanitation, which served as a complement to the Urban Task Group?s preliminary report to President Robert McNamara.

Urban Development Sector

Records of the Transport Development Sector

  • WB IBRD/IDA TRA
  • Fundos
  • 1952 - 1953, 1960 - 1991 (predominant 1968 - 1991)

The fonds consists of records that reflect the various activities of the transport sector in the World Bank. The fonds includes: research materials and background documentation; operational support and project-related records; seminar, conference and workshop materials; and appraisal software user manuals. The records in this fonds were created, collected, and used by transport-related departments beginning in the late 1960s with the Transportation Projects Department (TRP) through to the Infrastructure and Urban Development Department (IUD) in the late 1980s.

The majority of records contained in this fonds relate to research projects and operational support and are authored by the various departmental incarnations of the transport sector as well as by consultants and other World Bank departments. Research and discussion papers on the topic of transport infrastructure development are numerous as are country, project, and technology background studies and reports. Correspondence and memoranda related to the creation and review of these papers are also included. Topics include road location, design, deterioration, maintenance, and upgrading; surface treatments; traffic simulations; rural traffic; pavement and soils; drainage; railways; maritime transport; and climate studies. Records relating to collaboration with external organizations, universities, and national aid agencies are also included. Project evaluation and development materials, loan appraisals, terms of reference, project loan recommendations and related memoranda, and project reviews and audits are present in small amounts. Note that many of the records in these types were created by, commented on, and/or received by William D. O. Paterson, Senior Engineer of the Infrastructure and Urban Development Department Transport Development Division (INUTD). Included in Paterson's files are chronological files, country files, working papers, and extensive records on transport infrastructure projects in Indonesia in the 1980s. Also note that the fonds contains a group of project, operations, sector, and technological reference records as well as World Bank information and policy records that were organized within a single classification scheme in the Transportation Department (TRP, 1983-1987). Reports, memoranda, and correspondence are the most common record form, while topics are wide ranging.

The fonds contains a large amount of records related to the Highway Design and Maintenance Standards Models (HDMS) and to projects that served as the basis for their creation. The HDMS was a tool initially conceived in 1969 by Transport Department engineers and later incorporated external academics and consultants. Its purpose was to meet the needs of highway authorities, particularly in developing countries, for evaluating policies, standards, and programs of road construction and maintenance. The project was concerned with various topics related to highway maintenance and construction, including design, evaluation, damage, costs, pavement performance, and deterioration.The project had at least four iterations. While the majority of the records in this fonds concern HDMS III, released in 1985 and researched and prepared over the previous decade, a significant amount of reports and background materials from the earliest years of the project are also included. Project records include budget materials, research and project proposals, reports, research and discussion papers, user manuals, training materials, and drafts of papers and feedback. HDMS II and III were largely based on primary studies undertaken in Kenya, Brazil, India, and the Caribbean. The fonds includes extensive records from the Brazilian and Indian studies, including reports, working papers, data, notes, memoranda, calculations, correspondence, back-to-office reports, project files, and seminar and presentation notes.

Also included in this fonds are records related to the Transportation Projects Department (TRP) between 1967 and 1972. Records relate to World Bank/United Nations Development Programme projects in the Far East during the years 1968-1972. Much of these records are correspondence between the Department and outside consulting agencies that performed the project research. The files concern the scope of projects, consultative fees, contracts, negotiations with the contracted agencies, and periodic progress reports. A wide array of transportation-related projects is represented.

Also included is a small amount of records relating to seminars, training and workshops. Many of these events were organized by the Transportation Department (TRP, 1983-1987) and Infrastructure and Urban Development Department Transport Development Division (INUTD); records of this type date from between 1986 and 1991 and include speeches and background reports on a variety of Transportation-related topics along with event planning records. As well, a number of records relating to the attendance of and participation in external conferences, seminars, and symposiums by transportation sector staff are also included.

Finally, the fonds includes user manuals for appraisal software used for operational projects. The software includes: Financial Analysis System (FAST), Port Simulation Model (PORTSIM), Cost Benefit Package (CBPACK), and the Road Analysis Model (RAM). The manuals found here, as well as the software itself, was developed by the Transportation and Urban Projects Department (TRU) with the assistance of the Computing Activities Department during the early to mid 1970s.

The fonds also includes records related to the Construction Industry (CI) Adviser Helmut Kadner and his staff from 1981 to 1984. The records include drafts of construction industry papers prepared by CI staff with comments, which were prepared for the Construction Industry in Developing Countries Seminar held in February 1984.

Transport Development Sector

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.

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).

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.

Debrework Zewdie files

The subfonds consists of records maintained by Debrework Zewdie during the period from 1999 to 2006 when she served as manager of the AIDS Campaign Team for Africa (ACTafrica) in the Africa Region, and then as adviser and director, HDNGA. Records reflect Zewdie's managerial and oversight role over the Bank's HIV/AIDS programs, her participation in conferences and meetings, and collaboration with external organizations.

FPRVP chronological files

Series consists of chronological files created by Johannes Linn while serving as the Vice President of the Financial Policy and Risk Management Vice Presidency (FPRVP). Files primarily consist of correspondence and memoranda between Linn and World Bank staff including Senior Vice President of Finance (SVPFI) Ernest Stern as well as World Bank managing directors. Drafts of reports and papers for review and information sharing often accompany correspondence. Topics of correspondence include: lending constraints; FPRVP staffing and budget; IBRD disbursement projections; privatization in developing countries; loan loss provisioning; Soviet Union and former Soviet republics membership in the World Bank; single currency loans and the Asset-Liability Management Committee; risk-based capital investments; IDA replenishments (including United States funding issues); IDA country performance ratings; FPRVP annual and mid-year reviews; FPRVP advisory role on Loan Committee; country risk management and portfolio reviews; sector paper reviews; Joint Audit Committee (JAC) activities; lending allocation reviews; negative pledge policy; Global Environment Facility (GEF) replenishment; and multilateral debt overhang.

This series also contains correspondence with external individuals and institutions. These records discuss speaking engagements, information exchange, commenting on drafts, and offers of employment. They also contain announcements (often related to IDA replenishments) and letters of gratitude.

DECVP/IECDR/CECDR chronological files

Series consists of chronological files created by Johannes Linn while working in the Development Economist and Chief Economist Vice Presidency (DECVP) between 1988 and 1991. The series contains records Linn created and received while serving in three different positions: as Senior Economic Advisor in the DECVP reporting directly to World Bank Chief Economist Stanley Fischer; as Director of DECVP's International Economics Department (IEC, 1989-1990); and as Country Economics Department Director (CEC, 1990-1991).

Records contained in chronological files created during his time as Senior Economic Advisor primarily contain correspondence, memoranda, and notes between Linn and World Bank staff. Drafts of reports, papers, and speeches are also included, generally as attachments; Linn's handwritten comments are included on some. Topics include: publication of reports; DECVP budgeting; adjustment lending; Operations Committee procedures; private sector development; public sector finance; staffing; conference and seminar attendance and participation; dissemination of information, reports, and speeches; and World Development Report 1989 and 1990. Records also include presentations and responses to queries related to the World Development Report 1988, of which Linn was the Staff Director. World Bank Board meeting minutes and Annual Meeting briefs authored for senior DECVP staff are also included.

Records contained in chronological files created during Linn's time as Director of DECVP's International Economics Department (IEC) contain correspondence, memoranda, and notes between Linn and World Bank staff. Topics include: access to World Bank socio-economic data; world economic projections; departmental staffing and recruitment; world debt tables; debt forgiveness; IEC publications; structural adjustment; and World Development Indicators (WDI) collaboration. A single file containing correspondence with external individuals and institutions created during Linn's time as Director of IEC is also contained in this series. It primarily contains invitations to participate in conferences and letters from individuals seeking employment or information.

Records contained in chronological files created during Linn's time as Director of DECVP's Country Economics Department (CEC) contain correspondence, memoranda, and notes between Linn and World Bank staff. Topics include: departmental budget, staffing, and work program review; country strategy papers (CSPs); structural and sectoral adjustment; coordination and support of policy workand research; review of staff papers and reports; private sector development (PSD) policy brief and PSD Working Group; publication of Linn's and others' articles and monographs; Soviet Union and former Soviet republics membership in the World Bank; privatization in developing countries; and constraints on lending. A small amount of material in these files relate to Linn's role in supporting the incoming World Bank Chief Economist Larry Summers. Records include correspondence with Summers and briefing materials.

AENVP/ASI chronological files

Series consists of chronological files created by Johannes Linn while serving as Senior Economist in the East Asia and Pacific Vice Presidency (AENVP) and Asia Regional Vice Presidency (ASI). Files primarily consist of correspondence and memoranda between Linn and World Bank staff. Topics include: publication of papers and monographs; feedback on papers and reports; mission travel; staffing and recruitment; Country Economic Memoranda (CEM); country sector reports; country projections; country creditworthiness; debt reporting; macromodelling; project review and planning; and work programs. During Linn's time in AENVP and ASI, he did extensive analysis of Thailand, as well as Indonesia, Korea, and the Philippines and this is reflected in the records of this series.

This series also contains correspondence with external individuals and institutions. These records discuss speaking engagements, information exchange, feedback on drafts, and offers of employment. Files also consist of a small amount of travel records.

ECDRB/DEDRB chronological files

Series consists of chronological files created by Johannes Linn while serving in the Urban and Regional Economics Division of the Economics Department (ECDRB) and its successor the Development Economics Department (DEDRB) of the Development Policy Vice Presidency (DPS). Correspondence and memoranda contained in the chronological files generally relate to his work on urban development policy. Chronological files include those labeled "Chronological File - Official Correspondence" and labeled "Chronological File".

The "Official Correspondence" folders date from 1973 to 1981 and exclusively contain correspondence between Linn and individuals external to the World Bank. Most of the correspondence deals with the sharing of information (i.e. papers and reports), conference participation, and speech requests and logistical planning for conferences. A small number of papers and reports are included as attachments to correspondence. Correspondence is between Linn and academics, journalists, government officials, multilateral institutions, and other institutions and associations.

Other chronological files in this series primarily contain correspondence and memoranda between Linn and World Bank staff. Correspondence between Linn and external, non-Bank staff is more personal and substantive in nature than that found in the Official Correspondence files. Topics in these records include: project proposals; seminar and conference participation; research projects; work programs; economic analysis of Bank projects; and country and city studies.

Johannes F. Linn files

This sub-fonds consists of chronological files created by Johannes Linn during his time in a variety of positions at the World Bank, including: the Urban and Regional Economics Division of the Economics Department (ECDRB) and its successor the Development Economics Department (DEDRB) of the Development Policy Vice Presidency (DPS); the East Asia and Pacific Vice Presidency (AENVP) and Asia Regional Vice Presidency (ASI); the Development Economist and Chief Economist Vice Presidency (DECVP); and the Vice President of the Financial Policy and Risk Management Vice Presidency (FPRVP). Note that this sub-fonds does not contain records from his time as Vice President of the Europe and Central Asia Regional Vice Presidency (ECAVP). Chronological files contain correspondence and memoranda primarily between Linn and World Bank colleagues; a smaller amount are between Linn and external individuals and institutions.

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