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East Asia and Pacific Vice President (EAPVP) chronological files

Series consists of correspondence and attachments sent and received by Gautam Kaji while serving as East Asia and Pacific Vice President.

Topics of correspondence and attachments generally relate to operations policy, procedure, reporting, and evaluation, but also include: conference attendance; staffing; administrative matters; regional and Bank-wide lending program; management of field offices; development of Country Strategy Papers; annual lending allocation reviews; sector research and discussion (including gender, environment, social development); EAP administrative budget; country consultative groups; and the EAP Business Process Innovation (BPI) pilot. Records include: EAP Portfolio Monitoring Tables; country policy framework papers; briefing notes for Kaji; briefing notes created by EAP staff for senior Bank staff, including Bank President Preston; Country Strategy Papers; regional "Prospects Papers" and progress reports; administrative budget materials; three-year business plans for EAP; and materials disseminated in advance of Loan Committee meetings.

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.

Economic Advisory and Development Policy chronological files

This series documents Stern's functions covering the period from when he joined World Bank in 1972 as Senior Advisor in the Office of the Economic Advisor to the President (January-October 1972), to his successive positions in the Office of the Vice President, Development Policy (VPD) as Senior Advisor (October 1972-April 1974) and Director (1974-1975).

The files relating to his role as Senior Advisor in the Office of the President primarily includes memoranda addressed to or from Vice President Hollis Cheney, the Bank's Research Committee, and other colleagues in the Office of the Economic Advisor. The correspondence documents the establishment and organization of the World Bank's economic research program, activities of the Research Committee and the Development Research Center, research proposals and decisions, publication of economic reports, discussions on policy papers, joint projects with external organizations, and evaluation of the Bank's economic activities.

The files relating to Stern's Development Policy functions associated with the Front Office of the Vice President include memoranda and letters addressed to the managers of the constituent departments of the Development Policy complex, the President, senior managers, UN offices, government officials, and other outside development organizations and experts. Reports, notes, and other supporting documents are occasionally attached to the memoranda. Records document program, budget, and staffing matters in the Office of the Vice President, management of the research program, country program reviews, growth prospects of developing countries, U.S. aid to development countries, International Development Association (IDA) replenishments, capital markets, Special Drawing Rights (SDR) allocations, World Bank Group-International Monetary Fund cooperation, the European Economic Community, the Committee of Twenty, G-24, the Pearson Commission, the Technical Committee on the transfer of Real Resources, the oil crisis, and some region and country-specific economic statistics. Further, they include comments on the Bank's policy structure regarding the 1972 reorganization, draft speeches for President McNamara and Vice President Hollis Chenery, and reviews of books and articles relating to development.

Economic Development Institute (EDI) collaboration files

This series consists of records related to Masood Ahmed's collaboration with the Economic Development Institute (EDI) of the Bank. Ahmed served on an EDI Advisory Committee during his time as Director of the IEC, and continued tocollaborate with EDI on a number of activities once he became the Vice President of PREM. The series includes memoranda, correspondence, articles, EDI reports, and EDI publications.

Economic Development Institute chronological files

Series consists of chronological files created during Chernick's time as Advisor on Senior Policy Seminars in the Economic Development Institute (EDI). The majority of the files consist of correspondence in the form of carbon copies, printed copies, and telexes; a small number of draft reports accompany the correspondence. Records primarily relate to the development and planning of Senior Policy Seminars and their evaluation. Records related to the development and planning of seminars include: correspondence with potential seminar leaders and attendees; Terms of Reference related to Chernick's trips to plan or oversee seminars; back-to-office reports; reports to other members of EDI describing planned seminars; suggestions for, and discussions of, potential seminar topics; activity briefs; and logistics. Records related to the evaluation of seminars include: Terms of Reference for Impact Evaluation of EDI activities; a draft of a seminar evaluation package; blank evaluation questionnaires; and EDI EvaluationPolicy Committee meeting records (including a report on the Committee itself [1987]).

Other records include: a report on the World Bank Graduate Scholarship Program (1987); Chernick's proposed work program for 1987; materials related to World Bank Graduate Scholarship Program meetings; a report authored by Chernick entitled A Briefing Note on Foreign Exchange Risk (1985); reports and correspondence discussing the relationship between OED and EDI; EDI submissions to the World Bank Annual Report (submitted by Chernick); materials related to EDI Advisory Board meetings; and materials related to EDI Senior Staff meetings.

Edited conference volume

A Conference on Indonesian Culture was held at the University of Wisconsin-Madison, July 3 through August 3, 1976. Gloria Davis edited the papers from the conference for publication in 1979 as :What Is Modern Indonesia Culture? in Ohio University's Southeast Asia Series. The series consists of the conference papers, with editorial changes, sometimes in several versions. Also included is some correspondence with the authors. The publication is not included.

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.

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

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

Executive Committee minutes

This series contains the minutes of the informal Executive Committee that started meeting weekly with the President on February 9, 1981. It was composed of the Senior Vice-Presidents, the Secretary and the General Counsel. Mattersdiscussed by the short-lived committee include the 1982-1986 lending program, the IBRD general capital increase, the IDA Sixth replenishment, the energy program, the PLO observers issue and staff compensation.

External Affairs

This series is a rich source of information on the liaison and public relations activities of the Preston Presidency. The records are particularly strong on the Bank's efforts to improve relationships with the Government of the United States and the U.S. public. Other files cover efforts to improve internal communications in the Bank and to coordinate with Bank field offices. In addition, McHugh's files on Presidential trips cover travel that is not included in the Travel files of the President.

External Relations Vice President and Director records

Series contains records of the front offices of External Relations Vice Presidency (EXTVP) and Directors of EXT units and EXT predecessor units, including Development Services Department (DSD). EXTVP records include chronological and subject files documenting the unit's strategic management of World Bank Group's communications and relationships with donor countries, international organizations, media, and the private sector as well as internal communication within the Bank.

Records include the chronological files of Mark Malloch Brown, 1994 to 1999, while he was first Director of External Affairs (1994-1995) and then Vice President when EXT was elevated again to a Vice Presidency in January 1996. Chronological files of Brown's successor, Vice President Mats Karlsson, date from 1999 to 2001. Both Vice Presidents chronological files contain copies of outgoing memoranda, letters and printed emails, often with attached incoming letters, facsimiles, reports and external documents. Many of the files also contain the Vice Presidents' handwritten notes and drafts of replies. Correspondence addressees include Managing Director Sven Sandstrom and other Bank senior staff as well as representatives and senior officials of various United Nations (UN) agencies and other international organizations. Chronological files document the day to day management of the Bank-wide external relations program, including the arrangement of speaking engagements and meetings, notes and statements drafted for President Wolfensohn, and cooperation with UN agencies including comments on external papers and collaboration on development operations.

Other chronological files included in the series are those of: Rachel Weaving (Chief, EXT Internal Communications Division) dating from 1998 to 1999; Judith Maguire (Senior Advisor to the EXT Vice President) dating from 1996 to 1998; J. William Stanton (Senior Advisor to the EXT Vice President) dating from 1992 to 1994; and Timothy Cullen (various EXT positions including Senior Advisor to EXT Vice President and Chief of Information and Public Affairs) dating from 1980 to 1999.

Subject files included in this series date from 1984 to 2003. The majority were created and accumulated between 1994 and 2003 by Vice Presidents Mark Malloch Brown (1994-1999), and Mats Karlsson (1999-2003). Other subject files were created by Tim Cullen when he was Senior Advisor, EXTVP responsible for media (1996-1999) and also between 1989 and 1993 when he was Chief, Information and Public Affairs.

With one exception, the subject files in this series were created beginning in 1984. The files between 1984 and 1994 were created primarily by Alexander Shakow while he was Senior Adviser, International Relations Department (1984-1987) then Director, Strategic Planning and Review Department (SPR) (1987-1990) until SPR's termination in 1990 after which Shakow became Director of External Affairs Department (EXT) around July 1990. A small portion of the subject files from this period were also created by the International Relations Department (IRD) Director's Office under Shahid Javed Burki and IRD's United Nations Affairs unit.

EXTVP subject files cover the broad range of the office's responsibilities and are filed by organization or institution, country, region, issue or theme. Files document activities including: the front office's comments on papers; information about Bank and joint meetings; the Vice President's advice and support to the Bank President regarding Bank publicity; development of communications strategies and communication plans including responses prepared for the Bank on sensitive or politically-charged topics and planning and execution of campaigns on Bank-wide issues and outreach; writing, or clearance, of letters to the editor of major publications relating to articles involving the Bank; internal communications products such as Bank's World, and communications support for the Bank-wide change initiatives; internal publications; film and video projects; administration and organization of EXT and its units; Annual Meeting preparations and drafting of the meeting speech for President; and the Bank's relationships with UN institutions including United Nations Development Program (UNDP), United Nations Exchange Program, United Nations Foundation, and other intergovernmental or international institutions such as International Monetary Fund (IMF), International Labor Organization (ILO), World Trade Organization (WTO), Oxfam, and non-governmental organizations (NGOs). The more voluminous subject files includecorruption, dams and the World Conference on Dams, IDA lending and replenishments, poverty, debt and the Heavily Indebted Countries Initiative (HIPC), Group of Seven (G7) summits, the Chad-Cameroon pipeline project; and planning of events and publicity for the Bank's 50th anniversary in 1994.

Subject files contain correspondence including copies of outgoing memoranda, emails and facsimiles, as well as original memoranda, and incoming letters. Addressees include EXTVP staff and EXT senior staff inthe European offices and Tokyo, Bank President and Vice Presidents, Managing Directors, country or sector directors, other Bank senior staff, and external organizations. The correspondence is often attached to final and draft papers, draft letters and statements, talking points, concept notes, reports and memoranda authored by UN agencies, articles, press releases, press clippings, transcripts, and handwritten notes of the Vice President.

Subject files also document the Vice President's input provided to the Bank President and drafting of statements or letters to be sent by the President, or briefing material for the President or occasionally Managing Directors.

Correspondence between EXTVP and EXT European and Tokyo offices primarily relates to visits of delegations, summaries of meetings attended by Bank President or EXT senior staff, relations with external organizations, feedback from member countries (on IDA and G7), and the Bank's coverage in the press or summaries of press conferences attended by EXT personnel.

There are also files relating to EXTVP retreats that took place in 1996 to 1997 and a 1988 press briefing speech by EXT Director Francisco J. Aguirre-Sacasa, as well as five photographs of World Bank-Switzerland signing agreement in April 1997 attended by President James Wolfensohn.

Among the earlier records of the series are those of William Clark who served as Director of Information and Public Affairs from 1967 to 1973 while reporting to the Development Services Department (DSD) and then as Director of External Affairs from 1973 to 1974 in the newly established External Affairs Staff (ERS) complex following the Bank's 1973 reorganization. When External Affairs was elevated to the status of a Vice Presidency in 1974, William Clark was promoted to Vice President, External Affairs (VPE). Clark's records relate to the Pearson Commission on International Development from 1968 to 1970 and include correspondence on the selection of Commission members, copies of statements of various national and international development agencies, as well as a copy of the President's memoranda on the report's recommendations.

Clark's records related to the Independent Commission on International Development Issues, also known as the Brandt Commission, date from 1976 to 1981. The records primarily contain chronological files of memoranda, letters and cables between the organizers and candidates/members of the Commission, as well as press clippings, reports and notes on conversations and meetings. Clark's Brandt Commission chronological files are accompanied by several subject files on the establishment and membership of the Commission; public reaction to its establishment; the Bank's follow-up on its conclusions, including lists of Commission proposals to be reviewed by the Board (some of which are heavily annotated by Bank President McNamara); and correspondence handled by Clark for President McNamara.

The series also contains records of the International Relations Department (IRD) Director's Officepredominantly dating from 1973 to 1983 during Director Shirley Boskey's tenure. Records created by Boskey's predecessors, Richard H. Demuth, Director of Development Services Department (DSD) dating 1965 to 1973, and Michael Hoffman, Director of IRD from 1973 to 1975 are also included. The records of Directors Boskey, Hoffman and Demuth are mainly comprised of subject files related to the management of the Bank's relationships with intergovernmental organizations and international institutions, primarily UN institutions (including the United Nations Development Programme [UNDP] and the International Labour Organization [ILO]) on development issues, meetings, arrangement of visits, comments on UN papers; and internal meetings attended by the Director. There are also several files dating from 1969 to 1970 and 1978 related to the Organisation for Economic Cooperation and Development (OECD) Development Assistance Committee (DAC) and its working parties, in which the Bank and the International Monetary Fund (IMF)were observers. Correspondence contains copies of outgoing memoranda, letters, and telexes, and is often filed with: minutes or summaries of external meetings; reports and proposals intended for presentation by Bank staff; annotated copies of draft speeches or letters to UN officials prepared for Bank President McNamara along with the original addressed to President; articles; and Boskey's handwritten notes. There are also copies of memoranda and letters on which the Director was copied, particularly regarding the Publication Committee chaired by the Vice President of External Relations.

The series also contains separate chronological files of Assistants to the Development Services Director, Max Ebstein (1972, 1974) and Pastor B. Sison (1972 to 1975), and consist of copies of memoranda and cables.

Also included in the series is a small number of 'General' correspondence files including outgoing memos and letters written by Special Advisor Peter L. Chatenay on behalf of the IRD Director to other IRD staff, Bank staff or external addressees including UNDP. Correspondence relates to meetings of the President, dignitary visits, UNDP projects and financing and Bank-UN relations.

External communication and production

Series contains sound recordings and films intended for public audiences that promote the World Bank Group or provide information about its operations. The series also contains a small amount of textual records relating to the production and distribution of films and radio programs by the External Relations (EXT) Vice Presidency and its predecessors. In most cases, EXT units were responsible for producing the material for radio, film and television.

The Bank's Public Relations Department (PRD) began producing documentary films about the Bank's work in 1951. These early films were circulated broadly to movie theaters, television stations, schools, universities, and adult discussion clubs. These earliest films are not contained in this series, presumably because they were discontinued after 2 to 3 years in circulation and may have been destroyed by the Office of Information.

With regard to radio programs, PRD's successor, the Office of Information (INFO), began creating and distributing recorded interviews with or speeches by Bank staff or senior country officials in 1955. These segments were used and distributed by the United Nations and carried to numerous radio stations in the United States.

The series is predominantly comprised of documentary or informational videos produced or co-produced by World Bank for international television media outlets or for development education. Videos date from 1984 to 2005 but are mostly from 1990 to early 2000. They document: development activities in various countries; interviews with government officials, citizens and workers; and raw footage shot in various countries including city, village and industrial scenes. Themes and topics include: first loans signed; Uganda education reform; industry in Russia; the aftermath of the 2005 tsunami in Asia; World Bank corporate videos; Young Professionals program; and World Development Report press briefings.

There is also a large volume of videos of the Bank's Public Service Announcements (PSAs) from 1997 to 2004, produced for television broadcasting, several of which aired on CNN (Cable News Network). Most of the PSAs are compilations and relate to more than one topic on each video. They cover issues such as governance, global hunger, the environment and sustainability, natural disasters, safe motherhood, AIDS, water, GEF, reconstruction in Bosnia, the southeast Asia financial crisis, transparency, slum upgrading, tropical diseases, and disability. Some of the individual item titles in the inventory do not indicate that they are PSA but were identified as such by relating their titles to others in the PSA inventory. PSA videos are primarily in English but also include Arabic, French, Chinese, Spanish, Russian, and numerous other languages.

The series also contains joint-productions of the Bank including Staying Alive and two sequels, a documentary produced in partnership with UNAIDS and MTV (Music Television) that launched on World AIDS day, December 1, 1998. There are also several videos relating to the GlobalLinks documentary series produced by World Bank Institute (WBI) for educational purposes that was also licensed to broadcast on television, as well as the Azimuths video series, a co-production with United Nations Development Program (UNDP) and the Information and Public Affairs Department's Production Services Section.

The series also contains film reels (predominantly 16mm) created in 1980 to 1985 and which relate to the work of the Bank. Titles include: Plague Upon the Land; Dandora; Seeds of Progress; Reflections on the 21st Century; Development is People; IDA; Neighborhood of Coelhos; The World Bank; and World Bank Trade Women. Some films such as Plague Upon the Land, Dandora, and The World Bank were translated into multiple languages. There are copies of some of the film titles that were transferred to the archives with the masters.

The series also includes a small number of films developed around 1984 to 1986 about the World Bank and development issues geared toward secondary school or higher education audiences. Titles include: Toward a Better World; Some Big Questions; Many Steps, One Goal; and What Happens When a Desert Blooms.

The series also contains sound recordings, primarily audio reels of radio broadcasts from 1970 to 1979 produced by the Radio Services Unit of Information and Public Affairs (IPA). The bulk of the sound recordings are Special Reports, a program about World Bank activities, announcements of loans for country projects, Bank Annual Reports and development trends, and interviews of Bank staff. Special Reports also feature excerpts of President McNamara speaking at Annual Meetings and his speeches and addresses while visiting various countries or attending ministerial or UN meetings. Other radio programs from this period include Africa Today, Progressive Asia, Finance and Development, Pioneros del Siglo, and Comments from the Inside. These recordings also feature news about World Bank loans and development initiatives in various countries and other economic and social development issues. British film actor, barrister and World Bank consultant Paul Danquah is featured in the various broadcasts as interviewer or host as are other IPA senior staff including Peter L. Chatenay, Garry Lightowler, and Pastor B. Siston.

The earliest sound recordings dating 1955-1967 comprise the Mallon Series interviews on World Bank and country development activities. Topics discussed include the building of a new railroad through Rhodesia and electric power plant in the Brazilian jungle (1955). There are also sound recordings narrating IPA Advisor William Bennett's flight from Egypt (1967). More recent radio broadcasts in the series include Challenges on World Development (1980) focused on rural development issues and two audio reels entitled The African Dilemma (1991). Most of the radio broadcasts are in English, but a considerable amount are also translated into several other languages. Arabic, Spanish and French are the other predominant languages.

Textual records in this series consist of original letters, copies of outgoing memoranda, and cables addressed to and sent by the Director or senior staff of IPA and its predecessors, PRD and INFO between 1951 to 1974. The correspondence primarily relates to the production, distribution and use of the earliest Bank films such as Power Changes Mexico (1951), India Fights Kans (1952), and On the Road (1955) as well as television broadcasts. Although some files are labelled "TV and Radio" there is very little information about the Bank's radio programs and broadcasting. Correspondence is authored by Directors Harold N. Graves and William Clark, Lars Lind, Public Affairs Chief David C. Fulton, and Tom Noone of the Office of Information, and addresses production and broadcast company executives, United Nations information officers, and government officials. Topics include: planning and budgeting of films; contracts with film production and distribution companies; technical production and editing; costs of printing for distribution; collaboration with USID (United States Information Agency), the National Council of Churches in Canada and ABC television; and occasional requests for interviews or television appearances from President McNamara or Vice President Garner. Correspondence occasionally includes attachments such as brochures, articles, and tables or figure sheets relating to budgets and audience screenings. A file containing the script and proposal for the development of the World Bank film Bank at Work (1957) is also included. The correspondence is in English, French, German, Spanish.

FPBVP and FPRVP chronological correspondence files

This series consists of chronological correspondence from when Joseph Wood served as the Vice President for the Financial Policy, Planning, and Budgeting Vice Presidency (FPBVP), and later as Vice President for the Financial Policy and Risk Management Vice Presidency (FPRVP), the successor to FRBVP. The series primarily consists of correspondence and memoranda between Joseph Wood, the Office of the President (EXC), Senior Vice President of Finance Moeen Qureshi, Senior Vice President of Finance Ernest Stern (succeeded Moeen Qureshi in 1987), Executive Directors Board members, and other World Bank staff. Wood's handwritten notes and annotations are also included. The chronological correspondence focus on numerous topics, including: IBRD lending; the "Future Role of the Bank"; fiscal years budgets for 1986 to 1988; IDA commitments and agreements; and General Capital Increase (GCI).

FPBVP and FPRVP subject and activity files

This series includes subject and activity files collected by Joseph Wood while Vice President of the Financial Policy, Planning, and Budgeting Vice Presidency (FPBVP, 1983-1987) and the Financial Policy and Risk Management Vice Presidency (FPRVP, 1987-1991). The FPBVP contained the Financial Policy Department (FPA) and the Planning and Budgeting Department (PBD). The FPRVP contained the Financial Policy Department as well as the Resource Mobilization Department (FRM). Records in this series relate to Wood's role overseeing the work of these units. Subject files include: lending programs; adjustment lending; debt and debt servicing; cofinancing; Bank relations with external institutions; Bank sectors (i.e. environment, women in development, etc.); risk management; Bank capital and currency management; borrowing and liquidity policy; International Finance Corporation (IFC) operations; International Development Association (IDA) policy; IDA replenishment; IBRD General Capital Increase (GCI); country positions on various topics; and the Brady Proposal. Records include correspondence and memoranda between Wood and the Office of the President (EXC), Senior Vice President of Finance Ernest Stern, other high-ranking World Bank staff, and staff of departments reporting to the FPBVP and FPRVP. Many of the correspondence and memoranda are forwarded to Wood for information or comment. Many contain handwritten annotations by Wood.

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.

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.

FSEVP budget monitoring and planning records

The series consists of budget monitoring records for the fiscal years 1999 to 2002 for FSEVP and its subordinate departments and units. The budget records include correspondence and memoranda; work program budgets; budget guidelines reports; quarterly and mid-year budget review reports; staffing expense reports; budget allocation; status budget reports; and budget deliverables. Proposed and planned budget records are also included for projects funded by the New Spending Authority (NSA) as part of the WorldBank and IMF Financial Sector Assessment Program (FSAP) for the years 1998 to 2001. The FSAP records include retrospective reports, strategic compact funding, and cross support budget records.

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

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

Fiji economic mission

Gloria Davis was a member of the June 1984 World Bank economic survey mission to Fiji, and this series is the set of subject files she compiled before and during the mission. The files contain correspondence, notes she took while in Fiji and while doing research, drafts, schedules, and information obtained from other Bank missions and from governments with projects in Fiji. At the end of the subject files is the draft report she wrote following the mission, Fiji: Equity Issues and Rural Development. Also included are two files of background information.

Although this series is small, Davis assembled a quantity of grey literature on Fiji that makes it a useful supplement to research on Fiji in the 1970s and early 1980s.

Files Documenting the Review Process for Country Program Papers, Country Strategy Papers, and Country Assistance Strategies in the Development Policy Group (DPG)

This series contains files documenting the drafting and review of Country Program Papers (CPPs), Country Strategy Papers (CSPs), Country Assistance Strategies (CASs) and several Country Strategy Notes (CSNs) and Country Economic Memoranda (CEMs). These files were maintained by the Development Policy Group (DPG) and by its predecessor, the Economic Advisory Staff (EAS). Both units were responsible for shepherding CSPs etc. through the review process.

The small number of items dated prior to the 1987 Reorganization and the establishment of EAS are primarily only copies of Country Program Papers, Special Country Program Papers (SCPPs), or Country Program Notes (CPN) and copies of Postscripts of Operations Policy Subcommittee reviews of CPPs; there are very few memoranda discussing drafts or commenting on the CPP/CPN content. The document copies were forwarded to the Vice President for Development Policy (VPD) and to units within VPD: the Policy Planning and Program Review Department (DPP) and the Program Review Division (PPPR); to the Economics and Research Staff (ERS); and to the Country Policy Department (CPD) in the Operations Policy Complex (OPS).

The more complete files in this series cover the period from 1987 to 1994 and contain records documenting the entire CSP/CAS drafting and review process and the input of EAS/DEC staff into that review process: a draft Initiating Memorandum (IM) or brief prepared by Regional staff and comments on the draft IM from units throughout the Bank; a summary of the meeting in which the draft IM was discussed; a working level draft CSP developed by Regional staff and comments on the draft and minutes of the review meeting at which the draft was discussed; the agenda and minutes of the Regional VP (Loan Committee) review meeting; a revised draft CSP incorporating changes agreed upon in the Regional VP review; the Operations Committee review draft of the CSP with comments on the draft from Regional staff and staff in EAS/DPG/DECVP; an agenda with background information prepared by EAS for the Operations Committee (OC) meeting to discuss the draft CSP; comments forwarded to EAS/DPG on the draft Operation Committee minutes and on the draft CSP; an Operations Committee Postscript written by EAS to incorporate decisions made in the OC meeting and comments received from all units following the OC meeting; the President's Review draft of the CSP or CAS and related comments from Bank units; minutes of President's Review meeting; the President's comments on the CSP following the President's Review meeting; handwritten notes taken by EAS/DPG staff and by the Chief Economist (DECVP) at the various review meetings; news notices and magazine articles (primarily from The Economist, Financial Times, and Far Eastern Economic Review) regarding the country that was the subject of the CSP; internal EAS, DPG, and DECVP memoranda discussing the various drafts and/or commenting on the various review meetings; comments on the CSP/CAS from staff within DEC units, especially the Policy Research Department (PRD), the Research Advisory Staff (RAD), and the International Economics Department (IEC); and correspondence between EAS/DPG staff and Regional staff during the entire drafting and review process. In some cases, the DPG representative who attended the Regional Loan Committee meeting wrote his own post-meeting review to the files. The file on South Africa is an aberration; it contain nothing but news updates on the political situation in South Africa from 1992 to 1994 and one summary of discussionsof the situation in South Africa at a December 9, 1993, meeting of the Executive Directors.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Files Regarding the Publication and Dissemination of Research Products

The files in this series contain correspondence, reports, and other records establishing policies and procedures for the publication and dissemination of World Bank research products. The files were maintained successively by the Development Policy Staff (DPS), the Economics and Research Staff (ERS: primarily by Research Administrator Deepak Lal and Policy Advisor Dennis N. de Tray), and finally by Research Administrator de Tray in the Policy, Planning, and Research Staff.

Subjects covered include: the establishment and funding of the Bank Research Documentation Center (BRDC) as the primary depository of research documentation on projects funded by the World Bank Research Program, 1980 - 1984; the selection of topics for the next several editions of the World Development Report, 1985 - 1988; the costs of producing the Bank's main periodicals on research, 1986; and general discussions of the types of publications best suited for the dissemination of information about the research program. Specific documentsin the files include: copies of key documents (Terms of Reference; agenda and minutes of meetings), 1985 - 1987, for the Comparative Studies Coordination Committee and its successor, the Research Coordination Committee; the July 1984 draft of the report of the Committee on Economy-wide Modeling in the Bank (filed under Model Review Committee); a copy of Bela Balassa's August 1987 Report on World Bank Research and the voluminous comments from Bank staff on that report (filed under Review of Bank's ResearchProgram); briefing papers used in an ERS presentation by ERSVP Anne Kruger to the Executive Directors, December 1986; correspondence and intra-DPS and ERS memoranda outlining policies concerning the publication of products of the Bank's staff (filed under Publication Policies); and a copy of the October 1984 preliminary report of the Subcommittee of BRAG [Bank Research Advisory Group] on dissemination of the Bank's research output (filed under Research Dissemination).

Files Relating to ERS Reviews of Documents Disscussed in Meetings of the Loan Committee, the Operations Policy Subcommittee, and the Operations Policy Committee

This series contains five sets of files that the Economics and Research Staff (ERS) compiled while reviewing proposals and developing the ERS position on proposals (for loans, credits, Country Policy Papers, Country Strategy Papers, and Policy Framework Papers) that were considered primarily by the Loan Committee but also by the Operations Policy Subcommittee (OPSC) and, beginning in September 1986, by the Operations Policy Committee (OPC).

  1. The bulk of the series (1.5 linear feet) contains country files, dated 1985 to 1987 and arranged alphabetically by client country and thereunder chronologically. The file for a particular country contains, at a minimum, the agenda and/or minutes of the committee meeting at which a proposal was discussed. The minutes include a summary of the proposal but not the complete text. Other documents in a typical file include intra-ERS memoranda analyzing a proposal and containing recommendations regarding the position ERS should support; a briefing note summarizing the ERS position; an ERS staff member's report on the meeting, providing information to supplement the official minutes; memoranda from the ERS staff to Regional or sector staff clarifying the position ERS took on the proposal in the committee meeting; other correspondence between ERS and Regional staff; and some Back-to-Office Reports from ERS staff who took part in negotiations with the client country. Filed under Rwanda/SAVEMS is a small collection of statistical tables (titled Selected Analytical Variables for Economists and Managers), 1985 - 1987, arranged by client country that the Country Analysis and Projections Division (EPDCO) of ERS generated on 28 countries.

Filed at the end of the series are four small collections of files. Many of the items in these files are duplicated the country files.

  1. A set of files concerning Country Policy Papers (CPPs), arranged alphabetically by client country and dated February 1984 - January 1987. For Bolivia and Jamaica, the files refer to Divisional Country Briefs (DCBs) rather than CPPs. The file for a particular country typically includes an agenda for the Operations Policy Subcommittee (OPSC) or Operations Policy Committee (OPC) with comments on major policy issues in the CPP that were identified by the Country Policy Department (CPD) and the Planning and Budget Department (PBD); a Postscript of the OPSC or OPC meeting at which the CPP was discussed; and a memorandum forwarding the CPP to the Managing Committee of which the Vice President of ERS was a member. In most cases, the complete CPP is not in the file, but most files do include intra-office memoranda and briefing notes from ERS staff.

  2. A set of minutes of the Operations Policy Subcommittee and, beginning in November 1986, of the Operations Policy Committee, arranged chronologically and dated September 1986 - April 1987. The meetings were held to discuss Policy Framework Papers (PFPs) and most are Structural Adjustment Facility PFPs. Attached to the minutes are summaries of the PFP provided by the Director of the Country Policy Division, but complete PFPs are not found in the files.

  3. Agenda and Minutes of Loan Committee meetings arranged by Region and dated September 1984 - May 1987. Included with the agenda are summaries of the proposed loan or credit provided by the Director of the Country Policy Department.

  4. Agenda and Minutes of Loan Committee meetings and Operations Policy Committee meetings, arranged alphabetically by country and dated April 1985 - April 1987. The OPC meetings dealt with Structural Adjustment Facility Policy Framework Papers, Country Policy Papers, and Divisional Country Briefs. This file also includes briefing notes stating the ERS position on a proposal and post-meeting notes from ERS staff supplementing the official minutes.

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

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

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

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

Files of the Director, Development Policy, Regarding the Development Committee and Related Committees

These records were compiled by the Director of Development Policy in the Office of the Vice President of Development Policy. That position was held by Ernest Stern from April 1974 to September 1975, Attila Karaosmanoglu from October 1975 to June 1979, and E. Bevan Waide from June 1979 to 1982.

The Joint Ministerial Committee of the Boards of Governors of the Bank and the Fund on the Transfer of Real Resources to Developing Countries, better known as the Development Committee, was established in 1974 to advise the Boards on development issues and to coordinate international efforts to finance development. The Interim Committee of the Board of Governors of the International Monetary System, known since 1999 as the International Monetary and Finance Committee, was established by the International Monetary Fund in 1974 to advise the Board on the management of the international monetary system. The Group of Twenty-Four on International Monetary Affairs, now officially the Intergovernmental Group of Twenty-Four on International Monetary Affairs and Development, was established in 1971 to coordinate the positions of developing countries on international monetary and development finance issues to ensure that their interests were adequately represented in negotiations on international monetary matters. The chairman of the Group of Twenty-Four customarily addresses Development Committee meetings, and the Development Committee, the Interim Committee, and the Group of 24 normally meet at the same times during the year.

The series consists of four groups of records:

    1. A general chronological file, 1977 - 1982, contains: a) correspondence between the Director, Development Policy and the Executive Secretary of the Development Committee, the Bank's liaison (Ernest Stern, Vice President of Operations) with the Development Committee, and other Bank managers, including President McNamara; b) copies of draft and final versions of Development Committee documents (agenda, press communiqu?s, reviews of Development Committeeperformance, annual reports, and work programs) forwarded to the Director of Development Policy or to the Executive Directors of IBRD.
    1. Chronological files on meetings of the Development Committee, 1977 - 1980, contain agenda of meetings, copies of Development Committee documents to be discussed at the meetings, copies of President McNamara's statements delivered at Development Committee meetings, and memoranda from the Director, Development Policy or the Bank's liaison with the Development Committeesummarizing meetings. These files include some agenda for and documents considered at meetings of the Working Group on Development Finance and Policy, the Working Group on Access to Capital Markets, the Group of Twenty-four, and the Senior Officials of the Development Committee.
    1. Files on committees and working groups generally contain agendas with copies of the documents to be discussed at the meeting attached, intra-Bank memoranda regarding the committee or working group, and reports and papers prepared by the committee, working group, or task force. Included are records for the Capital Markets Coordinating Committee, 1972 - 1977; the Working Group on Capital Market Access, 1975 - 1978; the Working Group on Development Finance and Policy, 1978; the Senior Officials' Meeting, September 1978; the Task Force on Private Foreign Investment, 1979 - 1981; the Task Force on Non-Concessional Flows, 1980-1981; the Group of Twenty-Four, 1978-1981; and the Interim Committee of the Board of Governors of the International Monetary System , 1978, 1980 - 1981.
    1. Files related to Development Committee studies and reports include: correspondence, papers, and a report regarding cofinancing, 1978 -1980; a Bank study of aid groups sponsored by IBRD, 1978; a report on the implementations of the Special Action Program, 1978; the Joint Fund/Bank staff study on The Stabilization of Export Earnings, done at the invitation of the Development Committee and submitted to the Committee in 1978; and reviews of Development Committee performance, 1976 and1978.

Files of the Directors-General, Operations Evaluation, Documenting Relations with United Nations Organizations

This series consists of records that document the Director-General's coordination with units and personnel within the United Nations (UN) that were responsible for evaluations. The correspondence in the files is primarily between UN evaluation personnel and the Director-General or his special advisors, and it concerns evaluation methodology and strategy, an exchange of evaluation personnel between the institutions, joint Bank and UN evaluation efforts, and funding for evaluations. Among the files for the United Nations Development Programme (UNDP) are reports, correspondence, and minutes of meetings of the Inter-Agency Working Group on Evaluation (IAWG), which was established in January 1984 to provide a forum for discussion of evaluation issues by the UNDP and the executing agency partners and to promote simplification and harmonization of evaluation reporting practices among the UNDP and the executing agencies. An advisor to the DGO was a member of the Group. The files also contain UN publications and reports regarding evaluation methods and procedures or specific evaluations.

Files of the Directors-General, Operations Evaluation, Documenting the Early History of OED

This series consists of files compiled by the Director-General containing his copies of reports and correspondence documenting the early history of the Operations Evaluation Department. Filed under Operations Evaluation History are copies of documents dated 1969 - 1974 that established the evaluation function in the Bank and the responsibilities of the OED and the Director-General. Included are copies of the DGO's correspondence with President Robert McNamara, the President's memoranda and circulars regarding OED and the evaluation function, and a 1974 General Accounting Office (GAO) proposal regarding Operations Evaluation. Filed under GAO Audits are copies compiled in June 1973 of documents dated 1967, 1969, and 1973 regarding audits of several international and government institutions in response to a bill to revise the functions of the Comptroller General of the U.S (the head of GAO). Filed under U.S. Congressional Staff Report on International Finance Institutions (IFIs) and DGO's Commentary are copies of documents dated 1975 - 1981 regarding a 1979 investigation of International Finance Institutions by the U.S. House Committee on Appropriations. DGO Mervyn L. Weiner reviewed a draft of the investigative report and prepared the Bank's response. That file also includes a 1981 GAO review of operations evaluation in the World Bank and Weiner's response to recommendations from that review. A file labeled OED 50: 'Learning About Development - Major Evaluation Findings' contains the DGO's copy of the draft of abooklet on OED prepared in connection with the Bank's 50th anniversary and OED's 20th anniversary. Filed with the draft are background materials used by Stokes Tolbert, one of the two consultants who drafted the booklet. Filed under Operation and Impact of the Bank's Evaluation System are various drafts of the 1989 OED booklet, Improving the World Bank's Performance: the Role of Operations Evaluation. Also in that file are copies of the Operational Directives chapters that concerned OED and copies of OED staff and DGO memoranda, articles, and presentations about OED and the Bank's evaluation system, 1975 - 1989.

Files regarding revision of the International Finance Corporation's safeguard policy

In 2004 Gloria Davis assisted the International Finance Corporation (IFC) in its review of its environmental and social safeguard policies. This review was triggered by the findings of the 2003 report by the IFC's Compliance Advisor and Ombudsman on the implementation and impact of the IFC's safeguard policies.

The series includes notes from meetings, drafts, printouts of email, and background materials.

Finance Committee file

The President's Finance Committee was established by President McNamara on 9 August 1979 together with the Personnel Management Committee. Both committees operated as sub-committees of the President's Council. The purpose of the Finance Committee was to deal with such matters as liquidity objectives, profit objectives, the lending rate, financial structure, and IDA transfers. The membership consisted of the President as chair, the Senior Vice President, the Vice President for Finance who served as vice chair, the Vice President for Operations, the Vice President and General Counsel, the Vice President and Secretary, the Vice President and Treasurer, and the Director, Programming and Budgeting.

The series contains the agenda and minutes of the Committee meetings between August 1979 and June 1981. It includes papers regarding the currency pooling system, debt problems of developing countries, co-financing, the cost of IBRD borrowings, criteria for selective capital increase and other papers distributed to the members of the Committee for discussion.

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.

Financial analyst and division chief, Financial Policy and Analysis Department (FPA) chronological correspondence files

Series contains the chronological files created by Rischard during his time as a financial analyst in the Financial Policy and Analysis Department FPA; he worked in both the Financial Analysis Division (FPAFA) and the Financial Studies Division (FPAFS). The series also contains records maintained by Rischard after he was named the Department's division chief for the new Financial Management and Analysis Division (FPAMA) in 1984. Records in this series relate to the various activities for which these units were responsible. Work areas included: IBRD financial forecasting (as part of the IBRD Financial Projections Task Force that Rischard participated in and, at times, led); IBRD and IDA program and financial policy review; the Bank's relationship with high debt countries and its advisory role in debt restructuring; exchange rate and currency availability and disbursements; commercial loan sales; guarantee pricing; and the creation of an IBRD subsidiary bank. Many of the records in this series were created in the context of the FPA's Management Support Group (formerly the Data Support Group). The Group's work consisted of: IBRD forecasting; FPA work scheduling; and development of management information and monitoring tools (including management of resource mobilization, net transfer, and income).

Financial files

This series provides information on financial issues, both internal and external, that affect the Bank. The files include briefings, talking points, agendas, drafts of Mr. Conable's opening remarks for meetings, and correspondence. The file on the debt initiative includes records dating from the Clausen presidency.

Front Office Business Plans for Fiscal Years 1991-2000

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

Front Office Quarterly Monitoring, Mid-Year, and Retrospective Review Reports

Most of these copies of DEC 's Apex, Quarterly Monitoring, Mid-Year, and Retrospective Review Reports were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. The FY 92 Apex Reports were submitted after the end of the first quarter to the Policy and Review Department (PRD) before that unit was abolished in the 1992 reorganization. The FY 92 DEC Apex Reports described the status of DEC's implementation of the FY 1992 PRE [Policy, Research and External Affairs] Management Contract, compared quarter outcomes with the original plan in the Contract, described major activities/accomplishments by program objective category (POC), and described the status of EDI's development training program and EXT's [External Affairs Department] public information work and publications program. The report also commented on cross-cutting topics such as private sector development, environment, poverty, and women in development.

In FY 93, the Apex Reports were renamed Quarterly Monitoring Reports and, similar to the earlier Apex Reports, described progress of DEC departments against their individual Management Contracts and commented on cross-cutting topics. Guidance memoranda, divisions' submissions, and other related correspondence are found with the Monitoring Reports submitted to the Director, Planning and budgeting Department (PBD) following the First (FYs 93 - 95) and Third (FYs 94 - 97) Quarters of the fiscal year.

DEC's Mid-Year Review Reports (FYs 92 - 94, 96, 97) were prepared to provide bases for estimating whether fiscal year objectives and plans would be achieved. They covered structural changes within DEC and cross-support activities and compared first-half of the year performance of the DEC Departments and other units to the Management Contracts. Sometimes the Mid-Year Review Reports were accompanied by requests to PBD for additional funds for the second half of the fiscal year for programs included in the Management Contracts.

Retrospective Reviews (FYs 92 - 96 and FY 99) were conducted for DEC organizations after the close of a fiscal year. They provided Department Directors and the Vice President opportunities to compare organizational performance against the fiscal year budget plan or management contract, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level. The reports, which were submitted to PBD/PBDPR [Program and Budget Review Division], provided an overview of the implementation of the past year's work program, highlights of program activities, services to other parts of the Bank, and dissemination activities.

At the beginning of FY 97 the Mid-Year and Retrospective Review Reports were replaced by Semiannual Reports on Monitoring the Bank's Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty.DEC submitted data to PBD for retrospective reporting and, in addition, DEC provided a brief retrospective narrative report describing steps taken to deliver on the Compact. The FY 99 Retrospective Review consisted of: a review of progress under the Strategic Compact; a review of focus areas and major programs and activities; and budgetary information.

Davis also maintained a copy of the Country Economics Department's (CED) Black Book, which was developed at the end of FY 92. The black Book includes a completion report on each of the research or policy tasks completed by CED during that fiscal year, a summary linking work completed in FY 92 to the FY 93 work program, and a list of CED FY 92 publications.

Front Office Records Relating to Special Programs and Issues

This series consists primarily of files maintained by Lesley Davis Arnold, Program Coordinator in the DEC front office, 1993 - 1997. Her records concern special programs and issues affecting DEC, such as the DEC Action Plans for Women for FY 95 - 97; DEC's input into plans for the World Bank's 50th Anniversary; DEC presentations and briefings; matters concerning the Board of Executive Directors; and DEC's performance plan for FY 97 (filed under Planning Directions). Among the files for DEC's Action Plans for Women are Lesley Davis Arnold's correspondence regarding: DEC's Advisory Group on Gender of which she was a member; special funding available for first-time women consultants in DEC; plans for celebrating International Women's Day; and meetings of the Vice Presidential Unit Gender Coordinators and of the Local-Level Harassment Advisors (LHA). The files relating to the Board of Executives Directors include schedules of the major DEC papers and reports that required Board review. Files under Presentations include copies of the briefing materials Michael Bruno used in his March 1995 presentation to President Wolfensohn and a copy of his statement to the Executive Directors in December 1994. This series also includes five memoranda dated November 3 - 9, 1992, relating to plans for the 1993 reorganization as they affected DEC. Included is a copy of Lawrence Summers' November 9, 1992 memorandum regarding his vision for research on sectoral issues.

Front Office Records Relating to the 1992 and 1998 Bank Reorganizations

These files were created by Leslie Davis (Leslie Davis Arnold), Program Coordinator for Administration in DEC's Front Office, during the planning stages of the FY 1993 Bank reorganization. They include copies of: briefing papers, memoranda, electronic messages, and other correspondence concerning reassignments within DEC and the Technical Departments; budget allocation and remapping documents; notes and reports from meetings discussing the DEC reorganization; correspondence concerning the reconfiguration of the Country Economics Department (CEC); and DECVP's memorandum of January 19, 1993 announcing CEC's change in name to the Policy Research Department (PRD) and designating it as the principal department in DEC engaged in research affecting the formulation of development policy. Also included as part of Davis' files on the FY 1993 reorganization are correspondence and reports concerning the closing of the Geneva Office by the end of June 1993. Much of the correspondence between Davis with the Administrative Assistant at the Geneva Office, Diane Cunningham, concerns various aspects of the closedown including reactions to the announcement of the shut down, allocation of Geneva Office responsibilities to DEC and to other Bank units, employment issues affecting Bank personnel at the office, the abolition of the Geneva Office support staff, termination of the lease for the office space, and disposition of Bank property at the Geneva Office.

Davis' file for the FY 1998 reorganization includes memoranda, electronic messages, organization charts, copies of kiosk announcements, and other documents concerning the movement of staff resources and dollars, reclassifications and appointments, and proposals for reorganization structure. Also in her file are copies of memoranda exchanged between human resources organizations, DEC department heads, and DEC Front Office staff, as well as Davis' correspondence with personnel within and outside of DEC regarding the reorganization.

Front Office Work Program and Budget Records for Fiscal Years 1993-1998

These copies of DEC annual work programs and budgets, usually accompanied by Department and EDI [Economic Development Institute] feeder work programs and budgets, were maintained by Lesley Davis (Lesley Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. Copies of DEC's FY 93 Mid-Year and Retrospective Review Reports were maintained with the FY 93 work program and budget. Background materials for the FY 93 work program and budget include correspondence concerning positionsand funds associated with a proposed downsizing of the Geneva Office and concerning the impact on staffing of the acceptance into Bank and Fund membership in 1992 of most of the Republics of the former Soviet Union. Found with the FY 94 work plan and budget is correspondence concerning the merger of the budget of the Development Policy Group (former Economic Advisory Staff [EAS]) with that for the rest of DEC and copies of monitoring and Mid-Year Review Reports. The FY 94 - FY 96 Business Plan for DEC accompanies these records. A new format was adopted for the FY 95 work plan and DEC units' submissions were entered into the Resource Planning System (RPS). Accompanying documents relating to the FY 95 work program are FY 95 - FY 97 and FY 96 - FY 98 Business Plans for DEC (including EDI). Found with documents pertaining to the FY 96 work program is correspondence concerning development of a new Country Assistance Strategy or Country compact and a copy of the Third Quarter FY 97 Monitoring Report of the DEC work program and budget which was prepared for the first time in a new format in line with implementation of the Bank's new Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty. Correspondence concerning DEC's proposed involvement in the Bank's program of technical cooperation, expanded volunteer efforts, and modest funding of activities related to education, employment, poverty alleviation, and municipal services for Washington, DC is found with guidance documents for preparation of the FY 98 work programs and budgets.

GEF correspondence files

Series consists of records related to Johnson's responsibilities as Assistant CEO of the Global Environment Facility (GEF). Records consist almost exclusively of correspondence addressed to and received from academic institutions,government agencies, non-governmental organizations (NGOs), research groups, consulting groups, and business leaders. The main topics of the correspondence include information exchange and invitations to conferences and meetings. A speech to the Governing Council of the United Nations Environmental Programme that appears to have been given by Johnson is also included.

General Subject Files of the Directors-General, Operations Evaluation

This series consists primarily of reports, studies, and other issuances sent to the Director-General either for his comments or as part of a general distribution to high-level managers in the Bank. Filed with these issuances are comments and related correspondence of the Director-General and his special advisers and comments that the OED staff provided the DGO. The documents from the Kapur and Rovani eras are primarily originals, many with handwritten comments from the Directors-General. The Picciotto-eradocuments are primarily electrostatic copies. Key topics covered by the files include: mechanisms for integrating OED findings into the policy formation process of the Bank (filed under Dissemination and Feedback); evaluation criteria used in appraising projects (filed under Methodology); OEDs involvement in the monitoring and evaluation of NGO programs and in providing evaluation guidance to NGOs (filed under NGOs); OED guidelines for evaluating environmental projects (filed under Environment); planning for the 1995 G-7 Summit in Halifax (filed under G-7 Summit); the role of gender in OED work (filed under Women in Development); DGO/OED comments on the Annual Report on Portfolio Performance (ARPP) and on the disconnect between the ARPP and Completion Report/Audit Report ratings (filed under Annual Report on Portfolio Performance); and planning for the 1994 Annual Review of Evaluation Results (filed under Annual Review). Filed under Development Committee Task Force on Multilateral Development Banks (MDBs) are replies to questions and copies of documents DGO Picciottos adviser Pablo Guerrero provided to the Task Force secretary. The MDB Task Force files also contain Guerreros comments on draft background studies submitted to the Task Force. Filed under Main Complex Rehabilitation Project (MCRP) are records regarding a 1993 Bank inquiry into cost overruns for an improvement program to the Banks headquarters complex at 1818 H Street NW. That file includes copies of Robert Picciottos 1993 memoranda outlining the input he had into the funding required for the project while he was Vice President of Corporate Planning and Budget. The files also include Picciottos comments on a draft of the S. Guhan chapter, The Banks Project Lending in South Asia, 1971-1990, in Volume II of the Brookings history of the World Bank.

General correspondence

This series contains letters and copies of letters addressed to President McNamara by heads of States, international organizations and regional development banks, government officials, U.S. Senators and Congressmen, economists and lawyers. It also contains internal memoranda addressed to the President by the Executive Directors or the staff. Incoming letters and memoranda are often annotated or accompanied by notes by McNamara or minutes of his responses. Although generally incoming items, the series also contains a small quantity of outgoing letters and memoranda. Correspondents include heads of State Indira Gandhi, Yahya Khan, and Gamel Abdel Nasser; U.S. Treasury Secretaries Henry Fowler, John Connally, William Simon, W. Michael Blumenthal and G. William Miller; UN Secretary Generals U Thant and Kurt Waldheim; various directors of WHO, FAO, the UN Environment Programme and World Food Council; and public figures such as Barbara Ward. The correspondence deals with the general issue of development, development programs of other agencies, relations with the U.S. government and Congress, and governments of other member countries, in particular India and Pakistan. The internal memoranda addressed to the President mostly concern the IDA replenishments and the situation in India and Pakistan, but there are also some exchanges on joint financing, World Bank borrowing, relations with OPEC countries, energy, the World Development Report of 1978, and a number of memoranda regarding the U.S. Congress' committee investigation on the Bank's effectiveness in reaching the poor (1977). McNamara's minutes and notes include his letter to Lester B. Pearson asking him to organize a committee to study development in the next decade (1968); letters to various U.S. Treasury Secretaries and U.S. Secretary of State Henry Kissinger on the IDA replenishments and the Foreign Assistance Appropriation Bill, the Bank and the OPEC countries; memoranda of conversations with Executive Directors and notes on the IDA, the India-Pakistan war, and Bangladesh; and an annotated draft of the World Development Program proposal (1977). The series also includes two photographs of Robert McNamara with U.S. President Richard Nixon in the White House at the signing ceremony on 10 March 1972 of the bill authorizing the United States' contribution to International Development Association (IDA).

Group of Twenty Four files

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

IFPRI and World Bank Poverty Research Conference records

The series consist of records related to the International Food Policy Research Institute (IFPRI) and World Bank Poverty Research Conference held at Airlie House in Northern Virginia from October 25-28, 1989. The records primarily consist of abstracts and copies of papers focused on poverty related issues, which were presented at the conference. The abstracts and papers were produced by PHRWH staff, other World Bank staff, and numerous academic and NGO participants. Correspondence and memoranda discuss arrangements and reporting on the conference. Additional correspondence and memoranda discuss possible publication of a poverty focused book consisting of a compilation of the papers presented at the conference.

IPA chronological file (outgoing)

This series is composed of letters and memoranda drafted for McNamara by the Department of Information and Public Affairs (IPA) between January 1969 and July 1981. Letters consist of thank-you notes, mostly regrets, for invitations to participate or speak at meetings or luncheons, deliver interviews and appear on television, thanks for gifts, books, articles, comments, views, support, staff work, and responses to requests for material, statements and articles.

The addressees are private citizens, scholars, journalists, heads of organizations and congregations, diplomats, and government officials. Thank-you letters range from a note to President Leopold Sedar Senghor thanking him for a volume of poetry, to letters to the U.S. President, senators and congressmen thanking them for assuring the passage of foreign assistance legislation. Responses to inquiries include a letter informing President Sekou Toure of the progress of the Konkoure project, a letter attempting to answer William Safire's etymological inquiry about the phrase bargaining chip, and notes declining requests for comments on defense policy and the Vietnam War.

Impact Evaluation Reports

The series primarily consists of Impact Evaluation Reports (IERs) and the working files produced during the creation of those reports. The series also consists of a number of special studies produced by the OED. IERs assess the performance of operations at full development, some five to ten years after the close of disbursements on the Bank's loan. The evaluations are selective; only a small percentage of projects undergo an impact evaluation. These evaluations provide a second look at a project by analyzing the long-term effects - intended or unintended - on people, institutions, and the physical environment. The evaluations assess projects against the goals that were stated at appraisal and also against a broad set of criteria that relate to social dynamics, income distributions, effects on women and families, institutional development, sustainability, and the environment. This series consists of IERs from the very beginning of their production in 1979 and through into the 1990s.

The content of the files for impact evaluations varies somewhat but the more complete files contain: copies of the Completion Reports, Audit Reports, and other OED-generated records relating to the project; non-Bank background reports and publications relating to the project; Terms of Reference for the OED staff members and/or consultants assigned to evaluation; drafts of the Approach Paper and Study Design Paper; memoranda and correspondence regarding the team's travel plans if a mission was required; a Back-to-Office Report regarding the mission; intra-OED correspondence regarding the format for the evaluation; various drafts of the evaluation; comments on the drafts from OED and Regional staff, officials in the client country, and representatives from other aid/lending organizations; drafts of comments by the Director-General, Operations, (DGO) to the Committee on Development Effectiveness (CODE) or its predecessor, the Joint Audit Committee (JAC) regarding evaluations; minutes of CODE or JAC meetings at which the evaluation was discussed; drafts of the DGO's transmittal memorandum to the Executive Directors and the President; and summaries of the Executive Directors' discussion of the evaluation and copies of the Board chairman's published comments. Many of the impact evaluations relied on field surveys to gather opinions of stakeholders. The raw survey data is not included in an evaluation file, but sample survey questionnaires and data derived from the surveys may be in the file.

The series contains the first IER produced by theOED, referred to as a Project Impact Evaluation Report (PIER). The report was for the Mexico Third Irrigation Project (1978 - 1979) which focused on irrigation rehabilitation programs in irrigation districts Nos. 17 (Region Lagunera) and 23 (San Juan del Ro). The evaluation was undertaken by Chief Evaluation Officer John Malone about five years after the performance audit was conducted for the project. Other early impact evaluation reports in this series are for: Kenya's First Smallholder Agricultural Credit Program (1980); the Kenya First Livestock Development Project (1981); the Roseires Irrigation Project in the Sudan (1980); the Burundi-First Arabica Coffee Improvement Project (1980); the Malaysian Muda and Kemubu Irrigation Projects (1981); the Atlantico Irrigation Project in Colombia (1982); and the San Lorenzo Irrigation and Land Settlement Projects in Peru (1982). In addition, records related to an IER conducted jointly with the National Economic and Development Authority (NEDA) and the Central Bank of the Philippines on the Philippines Second Rural Credit Project are included. The report was issued in 1983 after an extensive evaluation that involved a survey of beneficiaries in different regions. Also issued in 1983 was an IER for the Indonesia Irrigation Rehabilitation Project.

The series contains many other IERs and IER working files produced through the mid to late 1980s and 1990s. Agriculture, urban, education, transport, industry and transmigration projects are represented. Of note, one IER covers three income generating projects for refugees in Pakistan for which the Bank acted as executive agency on behalf of the United Nations High Commissioner for Refugees (UNHCR). Also contained are background materials on Indonesia that OED's Agriculture and Human Development Division (OEDD1) gathered from a wide variety of sources in preparation for a 1993 impact evaluation covering loans for three transmigration projects in Indonesia. The files include the Project Completion Reports for two of the loans (Transmigration II [L1707] and III [L 2248]) and Terms of Reference for the impact evaluation but no other documents regarding the impact evaluation.

The series also includes a number of special process and thematic studies. Reports and related working papers include: a 1987 and 1988 OED special study entitled Management of Renewable Resources in Agricultural Operations; two transport sector evaluation studies entitled The Transport Sector in Mexico: An Evaluation (1998) and Transport in China: An Evaluation of Bank Assistance (1999); a copy of a 1998 paper (The Industrial Organization of Corruption: Why Corruption Hurts More in Africa than in Asia) prepared by Sector and Thematic Evaluation Division (OEDST) staff members Antti Talvitie and Binyam Reja, based on their participation in an OED evaluation of five transport projects in Indonesia; background records for a 1996 Infrastructure and Energy Division (OEDD3) process study, Effectiveness of Environmental Assessments and National Environmental Action Plans (EA/NEAP Study), which evaluated the Bank's use of project-level environmental assessments (EAs) and highlighted the differences between countries that had an approved National Environmental Action Plan (NEAP) and those that did not; working files for the 1995 Country Policy, Industry and Finance Division (OEDD2) study The Social Impact of Adjustment Operations: An Overview; and special impact evaluation studies covering a range of agriculture topics, including Harvesting the Waters (1980s), The World Bank and Structural Adjustment in Agriculture; Reforming Agriculture: The World Bank Goes to Market, Irrigation O & M [Operation and Maintenance] and System Performance in Southeast Asia (1996), Natural Resource Management in Bolivia: 30 Years of Experience (1993), and Dynamics of Rural Development in Northeast Brazil: New Lessons from Old Project (1991), as well as one file for a special process study entitled Monitoring and Evaluation Plans in Staff Appraisal Reports Issued in Fiscal Year 1995.

Also in this series are correspondence, reports, and publications that evaluator Christian Polti gathered while OEDD1 was working on two impact evaluation studies. The first study deals with the World Bank's experience with irrigation development and examined irrigation projects in Morocco, Mexico, the Philippines, and Thailand. The second study deals with cotton development programs in Cote d'Ivoire, Burkina Faso, and Togo.

India Fourth Five-Year Plan and economic policy files

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

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

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

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