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Dissertation and data collection sheets

Gloria Davis completed her Ph.D. in anthropology at Stanford University in 1976 with a dissertation titled, Parigi: A Social History of the Balinese Movement to Central Sulawesi, 1907-1974. The series consists of a copy of the dissertation and the data sheets that Davis compiled in preparing it.

As Davis describes in the introduction to the dissertation, In early 1973 I began a systematic census of the migrant area [Parigi, central Sulawesi], followed by a detailed questionnaire administered to 1,000 migrants. In this effort I was assisted by a number of school teachers in the various villages, and also by two assistants . . . who together administered about one-half the questionnaires and coded and compiled all the results. In early 1974 the three of us returned to Bali and gave the same questionnaire to 500 Balinese from sending areas for migrants in Sulawesi. The original questionnaires, filled out by hand and including the name of the person interviewed and the location, make up the series. Nine groups were surveyed in Sulawesi and six in Bali. Within each group, each survey sheet was numbered, and they are in numerical order. Appendix B of the dissertation provides an English translation of the survey form.

Because of the completeness of the survey data, the data sheets are an important resource for persons interested in tracing communities, families, or individuals in the survey area; reviewing the early stages of the transmigration program in Indonesia; or replicating the survey.

Divisional Reading File of the International Economics Department (IEC)

The series consists of documents sent electronically within IEC, to other parts of DEC, and to other Bank units on many subjects. A large proportion of the documents concern debt reporting, debt management operations, borrowing arrangements for countries, World Debt Tables, and World Development Indicators. Also included are comments on reports and papers, Unified Survey projects for various countries, Staff Appraisal Reports, and Draft Memoranda of the President for loans for projects. The series also includes requests for information in preparation for representation at Berne Union meetings and documents pertaining to modeling and analytical tools in IECIT [International Trade Division], external debt missions, and The Old Age Crisis Report. Summaries and reports of Bank Board meetings, comments on brainstorming sessions, and meeting announcements circulated by the Department Director or Division Chiefs are also part of the series.

Divisional Reading File of the Policy Research Department (PRD)

The series consists of documents sent electronically within PRD, to other parts of DEC, and to other Bank organizations. They include peer review comments and comments on other papers, sector reports, Country Assistance Strategy (CAS) documents, research design proposals, concept papers, and draft Final Executive Project Summaries (FEPS) sent to PRD divisions for review. These and other documents in the series reflect PRD divisions' involvement in research into aid effectiveness, poverty (including theold age security study and HIV/AIDS and STDs prevention and management), and the environment. Copies of Terms of Reference and Back-to-Office Reports for missions undertaken during this period and documents relating to establishment of a Research Advisory Group are part of the series. Also included are copies of reports from Bank Board meetings and DEC Senior Managers Meetings which were usually circulated to the divisions by the Department head or the Division Chiefs.

The documents dated August 1991 - January 1992 were created in the Policy and Review Department, which also had the acronym PRD and was abolished November 30, 1991. The few post-dated documents concern matters pertaining to the termination of that department. This reading file also includes copies of documents sent (4 January 1993 - 23 February 1993) by CECFP [Financial Policy and Systems], CECTM [Transition and Macro-Adjustment], and CECTP [Trade Policy] Division] staff short periods before and after 1 February 1993 when the Country Economics Department (CEC) was renamed the Policy Research Department (PRD). Three small subject files pertaining to a poverty handbook and budget matters are part of the series.

Documentation of institutional meetings, press conferences, and other events

Series contains sound recordings and videos created by External Relations and its predecessor units documenting World Bank meetings and other events organized, sponsored, or attended by Bank units. The series primarily contains audio reels of Annual Meeting speeches by Bank Presidents, Governors and world leaders as well as various Annual Meetings sessions. These materials date from 1954 to 1999. Records from Annual Meetings from the years 1955, 1961, 1964 and 1967 are missing from this series. Audio reelsof consultative group, consortia, and aid meetings, from 1965 to 1980, are also included.

The series also contains a collection of recorded speeches, press conferences, and interviews, primarily of Bank Presidents but also featuring other Bank staff. These audio reels cover the period 1956 to 1987. Speeches given by President McNamara are the most common, but Presidents Clausen, Conable, Woods, and Black also appear in the recordings. There are audio reels recording President Black's television addressto the National Farm Institute in 1956 and a press conference in April 1957.

Other sound recordings consist of speeches given by various Bank staff, including Vice President Robert L. Garner, at conferences, seminars, and other forums, audio reels relating to the Orangi Pilot Project in Pakistan which was launched in 1980, and audio cassettes of various Bank press conferences from 1997 to 1999.

Videos included in this series contain Bank Presidents' speeches, addresses, press conferences, and interviews covering the period 1985 to 2010 but are predominantly from President Wolfensohn's tenure from 1995 to 2005. Videos include: speeches and press conferences at Annual Meetings by Presidents Conable, Preston, Wolfensohn, Wolfowitz and Zoellick; World Development Report (WDR) press conferences; town halls; President Wolfensohn's speeches and addresses given at high-level meetings, conferences, or trips to countries; and international media interviews of Bank presidents. Other videos document interviews with other World Bank staff. A small number of videos relate to orientation for new staff (1988) and proceedings of meetings such as Second Africa Regional Workshop on Harmonization, Alignment and Results for Development Effectiveness (2004), and the Annual Bank Conference on Development Economics (ABCDE) in 2006.

DRD country strategies, studies, and policy records

This series includes drafts of proposed country strategy papers, study papers, and policy papers maintained by Lamb when he served as Economist for the Development Research Department (DRD). This includes the following draft papers: African Development Strategy: Some Administrative Issues; Proposed Institutional Study of Kenya Tea Development Authority; Rapid Capitalist Development Model: a New Politics of Dependence?; and Market Surrogate Approaches to Institutional Development.

EAS Working Group and Task Force files

This series includes records related to Economic Advisory Staff (EAS)participation in Bank working groups and task forces. This includes records related to the Country Risk Management and Portfolio Review Working Group from 1989 to 1991. The Working Group was led by the Bank's Risk Management and Financial Policy Department (FRS), but the Working Group consisted of representatives from EAS, and many other units in the Bank. The records relate to review of country risk monitoring and financial risk assessment functions performed by FRS. The records include: correspondence and memoranda from EAS staff, FRS staff, Working Group representatives, and senior Bank officials; meeting minutes and agenda from the Working Group, the Operations Committee (OC)of the Operations Senior Vice Presidency (OPNSV), and the Finance Committee of the Finance Senior Vice Presidency (FINSV); and reports with comments produced in support of the Working Group, including copies of the Country Risk Management and Portfolio Review report.

The series also includes records from the Task Force on Exposure Guidelines from 1989 to 1990. The task force was led by EAS Director Enzo Grilli, and done in close collaboration with the Bank's regional units and FRS. The task force was formed to re-evaluate and review the Bank's exposure guidelines used to assess member countries and the Bank's exposure to major financial risks such as debt obligations. The records include: memoranda and correspondence; Task Force meeting minutes and agenda; recordsrelated to Country Robustness Analysis surveys performed as part of the Exposure Guidelines Task Force exercise; and draft and final Exposure Guidelines reports with comments.

East Asia and Pacific Vice Presidency (AENVP) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Vice President in the East Asia and Pacific Region (AENVP). The records include incoming and outgoing correspondence, memoranda, and other records related to support of AENVP operations, including: memoranda of country project loan signings; back-to-office reports; mission support records; briefing notes; and records related to numerous meetings, training seminars, and events held in the AEN region. Outgoing correspondence discussing ongoing projects and initiatives for particular countries sent from Karaosmanoglu to AEN country Executive Directors of the Bank are also included.

East Asia and Pacific Vice Presidency (AENVP) chronological correspondence files

The series includes chronological correspondence, memoranda, and other records of Heywood Fleisig created or received during his position as Senior Economist in the East Asia and Pacific Vice Presidency (AENVP). The correspondence and memoranda are primarily between Fleisig and regional economists and staff regarding economic and sector work (ESW) projects within the East Asia and Pacific Region (AEN). Draft research papers and reports are included, and contain comments and handwritten notes by Fleisig. Back-to-office reports, project proposal reports, and meeting minutes related to regional ESW projects are also included.

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.

ECDRB/DEDRB chronological files

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

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

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

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 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.

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.

EDI Task Force Secretary's records

This series consists of records related to the research and consultation undertaken by the task force. This includes the reports on consultations; some items relating to EDI and its programs that pre-date the task force (includinga copy of the Bank's 1976 EDI/20 : Memoir of a Fellowship); memoranda to and from the task force members; interim reprots; drafts; and a copy of the final report to the Board.

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.

Education Sector Board records

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

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

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

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

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

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

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

EMPPE chronological files

Series consists of records related to Johnson's work in the Europe, Middle East and North Africa Projects Department, Power and Energy Division (EMPPE) in 1984 and 1985. Much of the records in this series relate to Johnson's contribution to projects in Turkey. Records relating to Agricultural Sector Policy Loan to Turkey, the Thrace Gas Development project (Loan 2327-TU), and background reports relating to Turkey's energy sector are particularly plentiful. Included are: a working paper draft authored by Johnson entitled Turkey Agricultural Sector Policy Loan Village Electrification Program (1984); Terms of Reference and back-to-office reports related to Johnson's missions to Turkey; telexes between the World Bank and Turkey government officials; a report on Turkey's Energy Strategy Paper; technical notes; a back-to-office report authored by Johnson entitled Turkey: Public Investment Review Energy Sector Adjustment Loan (1985); a report authored by Johnson and others entitled Turkey Public Investment Review Energy Sector Outline of Draft Reports (1985); and a report authored by Johnson entitled Contribution to Turkey: Country Assistance Paper Energy Sector (1985).

Records related to Loans 1873-CY, 2286/2287-CY, Transmission & Distribution Project and Energy Planning and Conservation Project to Cyprus are included. Records related to projects in Jordan are also included: Energy Development Project I - Loan 2371-JO; Fourth Power Project - Loan 1986-JO; and Fifth Power Project - Loan 2162-JO. A back-to-office andfull report for Romania Power Subsector Loan (FY 88) are included.

The series contains records, memoranda and reports related to Johnson's activities in the EMPPE. Notably, drafts of a Europe, Middle East and North Africa Projects Department (EMENA) Regional Energy Strategy Paper are included; one of these drafts has Johnson's hand-written comments.

ESP and PSP Annual Progress Report on Poverty (APPR)

This series includes records related to the Annual Poverty Progress Report (APPR) prepared by the Education and Social Policy Department (ESP) and the Poverty and Social Policy Department (PSP). At the request of the Bank's Executive Board of Directors and the Office of the President (EXC), the ESP was given the responsibility of producing an annual report that gauged the progression of the Poverty Reduction Strategy outlined in the Bank's World Development Report (WDR) 1990: Poverty. The APPRs were scheduled to be published for the fiscal years 1993 to 1995. The reports were prepared by the Monitoring Unit of the Poverty Analysis and Policy team in ESP and later PSP. The bulk of poverty progress information was collected from the poverty assessment reports and assessment summaries produced by operational staff in the Regional Vice Presidencies. The APPRs were presented to the Executive Board, the Operational Policy Committee (OPC), and EXC for comment, review, and approval. The APPRs were then used as the official publication for dissemination to audiences external to the Bank, and were subsequently presented at Poverty Dissemination Seminars organized by the World Bank in partnership with various international development agencies, NGOs, government agencies, and academic institutions.

The records in this series includes background history and reference material on the Poverty Reduction Strategy and the 1990 WDR, including: a copy of the policy paper "Assistance Strategies to Reduce Poverty" (1991); and memoranda, agenda, meeting minutes, and a communiqu? related to the joint IMF and World Bank Development Committee from April 1992 regarding reporting on the Poverty Reduction Strategy. The records additionally consist of APPR drafts for 1992 to 1995, and a published APPR copy of the Poverty Reduction and the World Bank: Progress and Challenges in the 1990s for fiscal year 1995. Memoranda, correspondence, and back-to-office reports detail meetings with the Executive Board, OPC, and EXC related to the APPRs, and follow-up actions taken by ESP and PSP. Numerous World Bank press releases and external articles related to the APPRs are also included.

The series also includes records related to the Poverty Dissemination Seminars attended by World Bank staff in Europe from 1993 to 1994. These records consist of: memoranda; agenda and meeting minutes; correspondence; invitation letters to participants; speech transcripts of World Bank staff; external reports on poverty issues; and copies of the World Bank published APPRs. The memoranda and correspondence consist of planning arrangements between ESP/ PSP and other World Bank units for seminars. Other memoranda and correspondence are post--seminar reports or summaries of responses to the APPR from external organizations and individuals.

ESP and PSP Discussion Paper Series records

This series consists of discussion papers produced by staff in the Education and Social Policy Department (ESP) and the Poverty and Social Policy Department (PSP) for the departments Discussion Paper Series. The Discussion Paper Series includes papers on numerous topics related to the functions of ESP and PSP. The papers produced for this Series were not meant to be published as final products or reports, but were intended to stimulate discussion and comment internally among ESP and PSP staff, and provide up to date analysis to operational staff. The discussion papers also served as preliminary analysis for subsequent policy and best practice papers meant for publication and dissemination to an external audience.

ESP, PSP, and PGP chronological files

The series contains chronological files created by: the Education and Social Policy Department (ESP); the Poverty and Social Policy Department (PSP); and the Poverty, Gender, and Public Sector Management Department (PGP). Two separate sets of departmental chronological files are contained in this series: one for ESP; and another for PSP and PGP. The ESP chronological files consist of records related to: policy development; departmental contributions to external projects, reviews, and policy development; conference and seminar attendance and participation; and assistance to and collaboration with the Regions. Records include: memoranda; meeting briefing notes, agendas, and minutes; comments on research and policy papers and Country Assistance Strategy (CAS) papers; Terms of Reference; back-to-office reports; and progress reports. The ESP departmental chronological files are mostly correspondence with attachments and memoranda between ESP Director Kingsley Y. Amoako, ESP staff, and other World Bank units. Records within ESP departmental chronological files from July 1995 to December 1995 contain records created and received by both ESP and PSP, due to the transition period of ESP staff into PSP.

The separate PSP/PGP departmental chronological files consist of similar records between PSP/PGP Director Ishrat Husain, PSP staff, PGP staff, and other World Bank units. Additional PSP chronological files were also maintained for incoming and outgoing correspondence between Husain and external agencies and individuals from May 1995 to May 1997. Incoming and outgoing faxes and emails files between Husain, PSP staff, and other World Bank units are maintained from July 1995 to May 1997. PSP correspondence and memoranda from mid-1996 discuss the mapping of PSP Groups into the HD, ESSD, and PREM Networks. PGP related records are contained in chronological files dated January 1997 to May 1997 when PGP was temporarily created to transition into the PREM Network.

ESSD correspondence and internal memoranda

Series consists of correspondence and memoranda authored by or addressed to Johnson as Vice President of ESSD. Topics of external correspondence are from 2002 to 2004 and include invitations to participate in meetings and conference, and the exchange of information. Correspondence is with a variety of academic and research institutions, government agencies, and other external organizations.

Series also consists of memoranda from 2002 to 2004 authored by or addressed to Johnson to and from ESSD sector departments as well as other Bank units. Included are memoranda from Johnson to managing directors and Bank President Wolfensohn.

ESSD Vice President's conference attendance and participation

Series consists of records related to ESSD Vice President Ian Johnson's attendance and participation at various conferences, seminars, and workshops organized by governments, agencies, and institutions external to the Bank. Records include: correspondence; briefing notes; agendas; list of participants; presentation notes; background papers and speeches written by Johnson or by other attendees; pamphlets; travel itineraries; and speakers' biographies.

ESSDVP correspondence files

Series consists of correspondence files created by the ESSDVP. All of the correspondence in this series was authored by, addressed to, or forwarded to ESSD Vice Presidents Ismail Serageldin and Ian Johnson. There are, however, different forms of correspondence. Numbered correspondence in the form of a Lotus Notes log book is the most voluminous; these records span March 1998 to July 1999 and include correspondence to and from both Serageldin and Johnson. Correspondence of similar type, but that was not managed under the log book system, is included from 1999 to 2001 and is exclusively authored by or addressed to Johnson. Included in these records are a small number of short briefing notes authored by Johnson and/or the ESSDVP for the World Bank President. Memoranda files created in 2000 to 2001 are also included in this series as are a small number of records filed separately that only contain correspondence between the ESSDVP and the World Bank President between 1999 and 2001. The latter contains correspondence related to event and meeting attendance and planning, information exchange, briefing reports, and letters written by the ESSDVP for the President's signature.

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 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, Global Environment Facility (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 severalvideos relating to the Global Links educational documentary series produced by World Bank Institute (WBI) that focused on the importance of development and was also licensed to broadcast on television in the United States and abroad, including China. Also included is 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 alsofeature 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 otherlanguages. 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.

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.

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 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.

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.

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 files

The series consists of records related to the management of IBRD, IFC, and IDA funds that were maintained in the Central Files system. The records were predominantly created between 1946 and 1977, except for a single file dating to 1978. Records originated primarily in the Treasurer's Department and its divisions as well as the Office of the Controller that was initially established in the Administration Department in 1948. Records of the Office of the President and Office of the Vice President were also centralized until 1968 and there is some correspondence originating mainly from Presidents John McCloy, Eugene R. Black, and George D. Woods. The correspondence includes internal memoranda mostly between the Bank treasurer or controller and the president or vice president, as well as letters exchanged between these Bank offices and government and corporate bank officials. The records in this series cover the development and maintenance of accounts and accounting systems, reporting of financial information, management of investments, and advancement of overall financial policy of the World Bank Group. This series does not contain records of the World Bank units responsible for donor-based resource mobilization functions related to cofinancing and trust funds or program and budgeting.

The general subject files (1946 - 1974) comprising the series contain mostly internal memoranda to and from the treasurer and controller. Incoming and outgoing cables, draft and final Board of Executive Directors resolutions and reports, Financial Policy Committee reports, Advisory Council notes, data tables, Secretary's memorandum, and other records are also often found within the files. There are also files containing IBRD and IDA monthly financial statements (1946 - 1968) from the Treasurer's Department and a financial statement prepared by Price Waterhouse & Co. dated June 30, 1946 shortly after IBRD began operations. Bank press releases are also attached to some of the financial statements. Other financial statement files arein the form of memoranda regarding the translation, printing, and proofing of financial statements in other languages (1952 - 1969).

Also among the general subject files, capital stock records provide information about the Bank's earliest financial operations and policy decisions. These files contain mostly internal memoranda regarding various capital stock subscription issues such as calls for payment of subscriptions and delays in payment, enquiries about exchange rates, data regarding Bank and Fund member subscriptions and quotas, and procedures of payment with gold. Early records also relate to potential income of the Bank and establishment of the fiscal year. Memoranda is occasionally filed with: data tables such as a comparison of subscriptions or capital structure; excerpts of resolutions of Advisory Council or Board of Directors; draft circulars, some with handwritten annotations; final printed circulars and revised copies, such as the instruction to depositories on the establishment and maintenanceof accounts for IBRD; draft letter to government officials notifying of subscription payment written in June 1946 prior to the Bank's operations; draft and final first reports and second report (both dated May 1946) of the Committee on Capital appointed by the executive directors and chaired by Bank Treasurer Daniel Crena de Iongh; and the Committee on Interpretation 1946 report and note on interpretation of the Articles on Agreement.

Finance subject files also relate to general investment and pension fund investment management, also referred to as staff retirement plan (1948 - 1977), portfolio sales and participation (1972 - 1978), audits and appointment of auditors (1946 - 1974), and overdue service payments (1987). The investment files cover various matters including the development of policy and procedures, interpretation of the Articles of Agreement, and discussions and decisions about investment of Bank holdings in various countries, investment returns, the sale of gold, and audit of investments. Data tables occasionally filed with the memoranda detail schedules of investment securities, U.S. government bonds owned by IBRD, and other financial data.

A set of individual files for each IBRD account according to bank name (1946 - 1974) contains mostly correspondence relating to opening of accounts and policy regarding transactions. The earliest institutions represented in the files include the United States Federal Reserve Bank and American Security and Trust (from 1946), Bank for International Settlements (1947), Banque National Suisse (1948), Chase Manhattan Bank (1949).

IBRD general currency files (1946 - 1974) include correspondence and other material concerning local expenditure and local currency loans, devaluations of currencies on loans, convertibility, exchange rates and risks, repayment of non-dollar currency and supplying non-dollars under dollar loans, losses as a result of devaluation, maintenance of value, and Bank policy material on clauses in loan agreements and denomination. The series also contains currency files by country of origin (1951 - 1971), several which are thin in volume, and cover a variety of topics including currency proposals and problems, loan transactions, and revaluations. Correspondence is filed with financial data tables and forecast reports.

There is also correspondence and statements relating to time deposit investment accounts (1959 - 1972) held in various commercial banks. Files are arranged according to bank.

Records related to IFC finance include general accounts management arranged by bank (1956 - 1971), and time deposit files (1961 - 1971) also organized by bank name. Among the earliest account files (1956) are Federal Reserve Bank and American Security and Trust. Other files (1956 - 1971) relate to financial statements, investments, audits, forecast on income, interest on late payments, reserve against losses, stock options and equity holdings, consultants, and two files concerning borrowing (1969 - 1971).

IDA finance files contain correspondence and other records related to general accounts and opening of accounts by bank (1960 - 1977), several of which relate directly to transactions with the US Federal Reserve and depository statements (1960 - 1971). There are files related to financial statements (1961 - 1971) and related correspondence, time deposits (1960 - 1971), currencies (1960 - 1971), and audits (1961 - 1971). From 1972 to 1977 there are only files titled "Miscellaneous IDA" and a "general" file (1987) and these cover the various aforementioned subjects. There is also a small volume of records related to the fourth, fifth, and eighth IDA replenishments (1971 - 1977, 1987) originating mostly from the Controller and Legal Departments as well as the Office of the Vice President of Finance. Also included in the IDA files is a transcript of proceedings of the IDA meeting on criteria for country allocation of IDA resources, June 3, 1977.

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.

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).

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