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Liaison files - Non-governmental and international agencies

This series documents the communications between the Bank, particularly the President's office, and various national and international organizations, governmental and nongovernmental, non-profit and commercial. A wide range of liaison activities are reflected; the records include invitations to meetings and conferences, points of discussions for meetings, meeting briefs and minutes of meetings, news releases and communiques, and correspondence. An equally broad range of topics is included, from agricultureand the environment to trade and financial affairs. A few files include records from the period of the Clausen presidency.

One subject file on the Gulf crisis of 1990-1991 is included. It relates primarily to funding issues, both for countries in the region of the crisis and for the return of refugees in the post-crisis period. The UNICEF file contains black and white photographs of President Conable at a meeting on February 6, 1989.

Country files

The series contains records of President Preston's briefings and talking points for meetings with Government leaders and representatives of member countries, background information on the country, country strategy papers, and internal memoranda. A few files contain items from the Conable Presidency. Many of the records in the files are memoranda and correspondence of the Managing Directors; however, the records were maintained as the record set of country files for the Office of the President.

The files cover only the first three years of the Preston term. Files on countries during the last part of the Preston years are found in the records of Matthew F. McHugh, who was appointed Counselor to the President in 1993. McHugh remained in the President's office for the first term of the Wolfensohn Presidency and he continued to use and file into the country files he maintained; these records are part of the Wolfensohn Presidential records.

Speeches

This series contains both draft and final copies of Mr. Preston's speechesm, opening remarks, and addresses given to the Board of Governors and at Annual Meetings, United Nations' conferences, official luncheons, and farewells. The series is incomplete.

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.

PRMPO and PRMPR Trust Fund Cycle project records

This series includes PREM Poverty Division (PRMPO) and its successor the PREM Poverty Reduction Group (PRMPR) records related to projects supported by trust funds. The series consists of records related to proposed projects funded by numerous trust fund donors, including: the Swedish International Development Cooperation Agency (SIDA); the Bank of Netherlands Partnership Programme (BNPP or Dutch Trust Fund); the World Bank's President Contingency Fund; the Korea Consultant Trust Fund (CTF); and other smaller donors. Records are maintained for SIDA funded projects planned for the fiscal years 2005 to 2009. SIDA records include administration agreement records and set-up documents. BNPP trust fund project records are maintained for the years 1998-2001. Additional proposed project records include records for Poverty Reduction Strategy Papers (PRSP) projects for the years 1998 to 2003. PRSP records include: correspondence between the donors and recipients; Letter of Representation (LOR); reports; records related to the closing and end of date extensions; expense records; and records of hired consultants. Records related to proposed study projects for the Moving Out of Poverty: Understanding Growth, Well-being, and Freedom from the Bottom-up initiative from 2005 to 2007 are also included. The records for these projects consist of: award notification and trust fund set-up documents; amendment documents; request for funds proposals; original project proposals; proposals for overflow funds; reporting records; request for transfer money to trust fund; and BNPP donor correspondence.

WID liaison, conferences, meetings, training, seminars, and symposiums

The series consists of WID liaison records with organizations external to the World Bank. This includes records related to the United Nations Decade of Women (1976-1985), which was declared at the World Conference on Women, held in Mexico City in 1975. The records consist of: memoranda; correspondence; agenda; itineraries; travel information; speakers' notes; and meeting minutes from the extensive liaison between WID Advisers Gloria Scott and Barbara Herz and various United Nations units, including the UN Commission on Status of Women. The records are from attendance in conferences, meetings, training sessions, seminars, and symposiums dedicated to women's issues. Numerous articles, press releases, publications, and reports produced by the United Nations units or other outside agencies are also included. This series also consists of records for liaison with universities, private organizations, NGOs, women's organizations, labor organizations, agricultural organizations, government agencies, and other multilateral development agencies. These records include correspondence; agenda; meeting minutes; articles; press releases; publications; and reports.

Barbara Herz chronological correspondence files

The series includes chronological correspondence kept by Barbara Herz from January 1985 to December 1987. It covers the period when she transitioned from the role of WID Adviser in the Projects Policy Department (PPD) to the Division Chief in the Women in Development Division of the Population and Human Resources Department (PHRWD), which was established in July 1987.

WID operational support records

This series includes records created in the course of project surveys and evaluations. Records related to training sessions on WID issues organized by the WID Adviser are also included. The records include WID Adviser mission project files containing: correspondence; memoranda; project proposals; back-to-office reports; project completion reports; travel information; and project loan information for the years 1983 to 1984. The project mission files discuss short-term survey projects done by WID team members for particular development projects, as well as training sessions given to World Bank staff, NGOs, government officials, or any other participant involved in a development project with implications on women.

The series also consists of project file evaluation studies and background papers. Project files specific to a country and sector (e.g. agriculture and development, education, health, urban development, etc.) are kept for each evaluation study. The files include correspondence, memoranda, backgroundpapers, and evaluation studies. The background papers include handwritten notes, articles, and reports of technical data produced by other units within the World Bank, primarily the sector department pertinent to the particular project. The evaluations studies are the reports produced by the WID Adviser team, which summarizes the findings of the evaluation project, and includes advisory recommendations.

Additional country correspondence files from the years 1980 to 1987 consist of articles, external reports, and correspondence discussing particular women related issues within a country.

Chronological files

Series consists of chronological files created primarily by the HROVP. Records date from February 1994, to December 1995; records from July to December 1995 are from the Human Development Department (HDD). The majority of the records found in these files are correspondence. Correspondence to and from external agencies, institutions, and governments generally relates to information exchange, collaborations on projects and research, and conference attendance. Correspondence to and from other departments and vice presidencies in the World Bank is also included. This relates to information exchange, collaborations on projects and research, and conference attendance as well as to HRO's contributions to Country Assistance Strategy reports and participation in meetings. Records also include back-to-office reports, discussion of HRO human resource issues, and comments on HRO staff reports and programs. Records related to the Bank's 50th anniversary activities are also included; these records were created or receivedby the secretariat established in the HRO (HROAN) responsible for anniversary activity's coordination.

Administrative files

This series contains subject files on administrative and budgetary issues involving the Bank and, occasionally, the International Monetary Fund. The records include management discussion briefs, correspondence, and reports. The files cover important topics such as Paul Volcker's meetings with Conable, the purchase of theI building, press relations, staff issues such as pension and compensation, and fine tuning the 1987 Bank reorganization. The files also include a copy of a lecture delivered by Ibrahim F.I. Shihata, Vice President and General Counsel, in reference to the Multilateral Investment Guarantee Agency (MIGA) and the legal treatment of foreign investment. Some files contain material dating from the Clausen presidency.

This is one of the few series of records from the Conable Presidency whose content is principally the internal administration of the World Bank. As such, it provides insight into Conable's administrative style and the set of issues in which he was interested. This series does not contain files on the major reorganization that he undertook in 1987; it does, however, have substantive files on the subsequent fine tuning of the reorganization in late 1989.

Transition Correspondence

This small series contains President's Conable's correspondence at the time of his appointment as President of the World Bank and for the first few months of his term. The records include congratulations, thanks, job inquiries, and letters from persons advertising their services, and the correspondents include both friends and institutions such as commercial banks. The series provides an interesting view of the type of approaches made to an incoming President.

Photographs

This series contains primarily photographic prints and negatives documenting some of President Conable's trips abroad, taken by governments or businesses where he visited. The photographs, all in albums, are in predominantly in color, with a few in black and white. The photographs have no identification other than country and date. One album contains photographs taken by the World Bank of the 1990 annual meeting in Washington and includes photographs of U.S. President George W. Bush.

Chronological file

This chronological file consists of copies of the outgoing letters and memoranda, both those handled for President Conable by Marianne Haug and Haug's own correspondence. The records begin in July 1985 when Haug was the Assistant Director of the Industry Department, continue through her service as Assistant Director, West Africa Projects, and conclude in May 1990 at the end of her stay in the President's office. A few incoming letters are included. The files for the periods mid-October 1985 through March 1986, October through December 1986, and mid-March through June 1989 are missing.

The files are useful both for their window onto the issues handled in the president's office and also for the glimpse they give of Haug's work as the first woman to serve as an Executive Assistant to the President of the Bank.

PSP/PGP Director's subject and activity files

This series consists of the subject and activity files of Poverty and Social Policy Department (PSP) and Poverty, Gender, and Public Sector Management Department (PGP) Director Ishrat Husain. The records in this series were used as reference for Husain as well as support for the activities of PSP and PGP sector teams and groups. Records include: memoranda; correspondence; agenda; meeting minutes; working papers; and policy paper drafts for numerous working groups, task forces, and policy development committees focused on a particular topic or project.

The series additionally consists of PSP budget records consisting of: correspondence; memoranda; Draft Discussion Notes from Human Capital Development and Operations Policy Vice Presidency (HCO); and PSP business work plans for fiscal years 1997 to 1999. Additional records include correspondence and memoranda related to the mapping of PSP/PGP Groups into the HDN, ESSD, and PREM Networks. Other planning records include: PSP Week correspondence from May 1996; "Next Step Action Program" correspondence and memoranda from fiscal years 1996 to 1999; and correspondence, memoranda, reports, and handbooks related to designing performance and poverty monitoring indicators for PSP and World Bank operations poverty reduction monitoring efforts from 1993 to 1996.

The series also includes records related to PSP's predecessor Education and Social Policy Department (ESP) inherited by PSP/PGP Director Ishrat Husain. This includes correspondence and memoranda related to ESP's planning and compliance to poverty reduction policies outlined in IDA 9 and IDA 10 Agreements dated 1992 and 1993. Additional correspondence and memoranda address the following topics: performance indicators; subnational indicators; and social funds. It also includes records related to the "Program of Targeted Interventions (PTI)" pursued by ESP in 1993. Records detailing procedures of ESP and Human Resources Development and Operations Policy Vice Presidency (HRO) are also included for the years 1992 to 1995, but some PSP correspondences are interfiled after 1996. A speech transcript file consisting of speeches given by ESP and PSP staff, the HROVP, other World Bank unit staff and officials, and Ishrat Husain are also included for the years 1992 to 1996.

PSP briefing letters for World Bank Senior officials

This series includes letters prepared by PSP staff for signature or briefing for the Human Capital Development (HCD) Vice President Armeane M. Choski from May 1996 to October 1996, and letters prepared for World Bank President James D. Wolfensohn from June 1995 to September 1996. The letters are related to the functions and activities of the Poverty and Social Policy Department (PSP).

Personal papers of Benjamin B. King - Materials related to Zambia

The papers consist of a body of materials related to Zambia. King undertook a mission to Zambia for the Bank and wrote a report on it, and he collected information about and remained interested in Zambia thereafter. The materials related to Zambia include four documents prepared and distributed for the December 1986 meeting of the Consultative Group on Zambia, which had had its first meeting in June 1978. Most of the other documents related to Zambia are internal World Bank documents, with a few Bank publications and some publications from other sources. The materials are arranged in four sections: Consultative Group documents; unpublished Bank materials; Bank publications; and other publications. This is a useful body of materials for an overview of Zambian economic issues in the 1980s.

Benjamin B. King

Background Materials, Memoranda, and Drafts of Research Papers

This series contains background materials, intra-Bank memoranda, and drafts of research papers primarily of staff from two Economic Analysis and Projections Department (EPD) units: the International Trade and Capital Flows Division (EPDIT) and the Global Analysis and Projections Division (EPDGL). The records are divided into two parts. The first and more voluminous part (2.33 linear feet) consists of EPD files dated 1977 to 1984 and containing rough working files for research papers. In addition to rough drafts of papers, these files contain intra-Bank memoranda containing comments on drafts or concerning EPD computer usage, analysis of data compiled by EPD staff, and other issues relating to research. The second part of the series contains drafts of research papers dated 1979 - 1990 and generated primarily by EPDIT and EPDGL staff, but there are also four papers written by staff from the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department and threepapers authored by economists from: the School of International Service at American University; Seoul University; and Sidney Sussex College, University of Cambridge. Some of the research papers in this series were issued as Division Working Papers which reported on research work in progress and were circulated only for Bank staff use to stimulate discussion and comment. Others were prepared for presentation at a conference or for publication by the World Bank or in a professional journal.

Records of the Economics and Research Staff, Departments, and Divisions

The files in this series contain correspondence, reports, and publications documenting the economic analysis and research work of the Economics and Research Staff (ERS) and the two ERS departments: the Economic Analysis and Projections Department (EPD) and the Development Research Department (DRD). Most of the correspondence was sent or received by the Director of EPD and by staff in the EPD divisions, but there is some correspondence of the Vice President of ERS and of the DRD staff. The correspondence concerns commodity price forecasts, economic and social data generated by ERS, international trade, external debt of developing nations, and comments on drafts of the World Development Report (WDR) and on background papers prepared for the WDR. Specific documents and publications include: Back-to-Office Reports from ERS staff attending conferences or undertaking missions to analyze a specific industry; copies of the commodity handbooks issued by the Commodities and Export Projections Division (EPDCE); quarterly reviews of commodity markets; publications on commodities from the Commodity Studies and Projections Division (EPDCS); copies of the 1984 - 1986 annual reports on the World Bank Research Program; the EPD's User's Guide on World Bank Trade Data System issued in October 1985; and a June 1984 draft of the Pfeffermann Committee's Report on Economy-Wide Modelling in the Bank.

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 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).

Subject Files of the Research Advisers

This series contains the subject files of Research Advisers Ernest Stern (originally titled Senior Adviser) and, beginning in April 1974, Benjamin B. King. After King left the position in March 1977, Ian M.D. Little and Bela Belassa served as acting Research Adviser until the appointment of Shankar Acharya in July 1979. The files include the advisers' correspondence with President McNamara, the Vice President of Development Policy, the directors and staff of the Development Policy departments, members ofthe Research Committee, and non-Bank research professionals. This series also includes some correspondence of the Research Committee secretary. A file on the early administration of the World Bank's research program, 1971 - 1974, includes a history and description of the research program, outlines of research priorities, and memoranda on the policy of long-term consultant appointments funded from the External Research Budget.

Other files contain: tables and correspondence regarding the research budget and the funding of specific projects, July 1971-June 1973; correspondence on rejected proposals, October 1971 - May 1974, including comments on the project proposals and memoranda explaining why specific research proposals were rejected; agenda (May 1971 - June 1979) and minutes ( April 1971 - October 1974; January 1975 - March 1979) of Research Committee meetings; minutes of Review Panel meetings, 1972 - 1978; correspondence regarding the size and membership of the Research Committee, 1971 - 1979; correspondence regarding research proposals (instructions and deadlines for submitting proposals, memoranda conveying the decisions of the Research Committee, lists of proposals each department planned to submit in the coming fiscal year), 1972 - 1974; comments on drafts of the annual report to the Executive Directors on the research program and memoranda summarizing the response of the Directors to the report, 1973 - 1974; correspondence regarding the evaluation of urban development projects and the financing of these evaluations, 1972 - 1975; correspondence with non-Bank personnel, 1971 - 1974 (filed under Outside Correspondence); excerpts from Research Committee minutes and memoranda on funding the sector research program, 1973 - 1977; and information regarding the Development Policy staff's participation and attendance at the International Meetings of the Directors of Development Research and Training Institutes, OECD [Organization for Economic Co-operation and Development] in Belgrade, Yugoslavia, August 1972, and in Abidjan, Ivory Coast, August 1974.

Special Evaluation Studies

The special evaluation studies build on the primary assessments covered by Completion and Audit Reports and Impact Evaluations. Those primary evaluation products for specific projects generate data, findings, and lessons that support the special evaluation studies which examine the impact of a number of projects and their implications for the World Bank's policies, practices, and procedures. The special evaluation studies cover topics and issues raised by the Executive Directors and by management and operations staff as well those emerging from audit work. The studies focus on countries, sectors, Bank processes and policies, and broad themes.

  • Sector Studies- Address the effectiveness of Bank programs on sector policies and on project selection, design, and implementation. Many of the sector studies compare experiences across countries (examples include studies of human resource development, Bank experience in the Education Sector, and rural water supplies), whereas others are in-depth reviews of particular sectors in individual countries (e.g., educational development in Korea, population policies and programs in Kenya).

  • Process- Studies Evaluate the Bank's business processes from a development perspective. These studies examine how well the Bank applies its policies and evaluate the efficiency and effectiveness of Bank business practices. Examples include: studies of: poverty assessments; Environmental Impact Assessments and Action Plans; and Project Appraisals.

  • Policy Reviews- Examples of topics covered by such studies include: experience with agricultural research; fiscal management; financial sector reform; and experience in large dams.

  • Thematic Studies- Examine broad themes that encompass multiple sectors and countries and themes of special emphasis for the Bank, such as: resettlement policy; gender; anti-corruption; and poverty alleviation.

The content of the files for the special studies varies but the more complete files contain: drafts and final copies of an Initiating Memorandum (IM), a Study Design Paper, and an Approach Paper; comments on these initial documents from OED staff and from members of the Committee on Development Effectiveness (CODE) or its predecessor, the Joint Audit Committee (JAC); Terms of Reference for the OED staff members and/or consultants assigned to the study; copies of previously issued Bank and OED reports, studies, and audits relating to the study topic; Back-to-Office Reports from study missions; intra-OED memoranda regarding methodology, schedules, and progress on the study; various drafts of the study with comments on the drafts from OED staff, Bank staff in other units, representatives of other development and aid organizations, and officials in client countries; drafts of the DGO's comments to CODE (or JAC) regarding the evaluation; minutes of CODE (or JAC) meetings at which the study was discussed; drafts of the DGO's transmittal memorandum to the Executive Directors and the President; and summaries of discussions and minutes of meetings of the Executive Directors at which the study was discussed; copies of the OED Precis and Fast Track Brief relating to the study; and copies of letters transmitting the final report to interested parties.

Country Assistance Evaluations

The series consists of Country Assistance Reviews (CARs), Country Assistance Notes (CANs), Country Assistance Evaluations (CAEs), and related records created by the OED. Country Assistance Reviews (CARs) were launched in 1994 when they were endorsed by the Joint Audit Committee (JAC) Subcommittee on OED Reports. OED's first CAR focused on Ghana and was completed late in FY 95. The CARs were, in essence, countrywide impact evaluations that concentrated on the overall impact and development effectiveness of the Bank's whole program of assistance (for both lending and non-lending activities) to a country over a number of years, usually a decade. They evaluated the Bank's overall assistance program to a country in the same way that performance audits evaluated individual projects. CARs processing schedules were eventually timed and designed so as to be useful inputs into the preparatory work for the corresponding Country Assistance Strategy by both Bank staff and government officials and to provide the ExecutiveBoard with an up-to-date, independent evaluation of past results of Bank assistance one to three months in advance of the scheduled CAS consideration.

Country Assistance Notes (CANs) were introduced in 1997 as a way to speed the process of country assistance evaluations. CANs were meant to be mini-CARs and thus were more limited in the scope and/or time frame covered. For example, CARs covered all relevant sectors of a country, whereas the CANs were more selective. The rationale for introducing the CANs was to achieve greater coverage of countries in the short term. After the introduction of CANs, CARs were limited to the largest borrowers, in total or per capita, or to outliers in terms of performance and GDP per capita. CANs were produced for countries undergoing a second evaluation and for which a CAR had previously been produced. The length of both the CARs and CANs changed over time. The first CARs were typically about 100 pages; later CARs were limited to 15 to 30 pages of main report. The CANs were shortened to 5 to 15 pages. As time went by, OED softened the distinction between CARs and CANs and by the late 1990s, the country-wide evaluations were simply referred to as Country Assistance Evaluations (CAEs), but OED did generate mini CAEs that were the equivalent of CANs.

CARs, CANs, and CAEs were based largely on a review of OED and Bank Reports available in Washington: Staff Appraisal Reports; Performance Audit and Implementation Completion Reports; Country Assistance Program/Strategy Papers; Country Briefs; Country Economic Memoranda; sector reports; Country Risk Assessments; management briefs for the Annual Meetings and for high-level field visits; and project and general country files. They also relied on direct interviews with key current and former government officials, other relevant national and/or association representatives, donor representatives, and current and former Bank staff members. CANs did not usually involve an OED mission to the client country and personal contact with other donors, whereas CARs may have involved more than one mission and increasingly included evaluation participants from other donor agencies. CARs, CANs, and CAEs were all prepared in close consultation with the Regional operational staff.

The content of the files for the country assistance evaluations varies somewhat but the more complete files contain: copies of the previous OED and Bank studies and reports for the country; Terms of Reference for the OED staff members and/or consultants assigned to the project team; drafts of the Approach Paper and Study Design Paper; memoranda and correspondence regarding the team's travel plans if a mission to the client country was required; a Back-to-Office Report regarding the mission; intra-OED correspondence regarding the format for the evaluation; various drafts of the evaluation; minutes of One-Stop Review Meetings at which the top OED managers evaluated progress on or reviewed a draft of the evaluation; comments on the drafts from OED and Regional staff, officials in the client country, and representatives from other aid/lending organization; drafts of the DGO's comments to CODE regarding the evaluation; minutes of CODE meetings at which the evaluation was discussed; drafts of the DGO's transmittal memorandum to the Executive Directors and the President; summaries of the Executive Directors' discussion of the report and copies of the chairman's published comments; drafts of the management response to the evaluation; a draft of the OED Fast Track Brief and Precis regarding the evaluation; the final, published (grey cover) evaluation; and letters transmitting the final, published evaluation to officials in the client country. A few files also contain questionnaires completed by stakeholders, paper copies made from computer-assisted presentations, and copies of records used in workshops held for various stakeholders.

All of the country assistance evaluations in this series were generated by the OED's Country Evaluation and Regional Relations Division/Group (OEDCR) and its predecessor, the Country Policy, Industry and Finance Division (OEDD2). The series contains reports and related working files for many countries, including: the Russian Federation, Bulgaria, Lithuania, Paraguay, El Salvador, Brazil, Peru, Haiti, the Dominican Republic, Guatemala, Chile, Guinea, Niger, Eritrea, Zambia, Lesotho, Jordan, Mongolia, India, Zambia, Yemen, Tunisia, Nepal, Pakistan, Costa Rica, Malawi, Kenya, Thailand, Cameroon, Zimbabwe, Uruguay, Croatia, Uganda, Ghana, Cote D'Ivoire, Cambodia, Mozambique, West Bank and Gaza, Papua New Guinea, Philippines, Ecuador, Tanzania, India, Poland, Ecuador, Argentina, Chile, Maldives, Kazakhstan, Indonesia, Morocco, Mexico, Albania, Azerbaijan, Bangladesh, Burkina Faso, Egypt, Jamaica, Sri Lanka, Tgo, Ukraine, Brazil, Armenia, Belarus, Bolivia, Nepal, China, and Turkey. Of special note in this series is the extensive documentation for the CAR for India completed by a team headed by Gianni Zanini and issued in 2001. In addition to the usual documentation generatedfor a country assistance evaluation, the files for the India CAR include an extensive collection of Bank reports on India, materials from workshops organized by OED and the South Asia Region from March to May 2000, and twenty or more background papers prepared by OED staff and consultants. Also of note are the voluminous files for the Russian Federation CAR which, in addition to the usual CAE records, include schedules and briefing papers for President Wolfensohn's visits to Moscow in May 1998 and February2000.

Subject Files of the Directors-General, Operations Evaluation

This series consists of subject files containing: copies of the Director-General's outgoing correspondence; and the reports, articles, minutes, agenda of meetings, and other records received by the DGO. Much of the series relates to routine OED administrative matters but the files cover a broad range of topics: the 1993 review of OED's processes and structure (filed under OED Process Review); changes in the Operational Directives affecting OED (filed under Operational Directives); the establishment of an independent Inspection Panel in the Bank (filed under Operations Inspections in the Bank); the establishment of the OED's Publication Committee; Failed States and UN/World Bank cooperation in post-conflict reconstruction; and rules of conduct for OED staff. Specific documents include: summaries, drafted by OED attendees, of discussions of OED-related topics covered in Executive Board meetings (filed under Board of Executive Directors); invitations, trip itineraries, copies of presentations made by OED staff, agenda, and other documents regarding conferences and seminars attended by OED personnel (filed under Conferences and Seminars); Apex reports for OED; copies of statements and presentations made by the Director-General (filed under Presentations) agenda, articles, and other documents relating to the 1994 Joint DAC/UNDP/World Bank Seminar on Technical Cooperation; the program packages provided to staff members prior to 1993 and 1995 OED staff retreats; and copies of notes summarizing the weekly meetings the Director-General had with the OED managers, November 1989 - May 1992 and September 1992 - June 1995 (filed under Management Team Meetings). Filed under Miscellaneous are personal notes sent to the Director-General and much of his correspondence with job applicants and other non-Bank personnel. The files for the Task Force on Portfolio Management contain copies of memoranda regarding the changing mandate of OED.

Director-General Robert Picciotto's Files Relating Primarily to Committees, Commissions, Task Forces, and Boards on which he served

The series consists of files compiled by DGO Robert Picciotto that relate to topics not directly connected with the work of OED; most of the files concern committees, commissions, task forces, or boards on which Picciotto served. The majority of files concerns the Bank-wide Social Development Task Force (SDTF) which was established early in 1996 as an acknowledgement of the social dimensions of development in project design and to take a considered look at the various initiatives and approaches underway onsocial development and to make recommendations on further actions to advance [that] work. Picciotto served as chair of the Task Force's Satellite Group 9 on Bank Instruments of Lending. Picciotto's Task Force records include: agenda for meetings and retreats; copies of and comments on the drafts of the Group 9 report; correspondence with other members of Group 9 and with other Task Force members; and copies of input from the other Task Force groups.

Related to the SDTF are records filed under Adapting Lending Products and Adaptable Lending Products. Picciotto was a member of the New Products Steering Committee which was organized to implement the recommendations of the SDTF. That led to the Adaptable Lending Group which first met in March 1997 to create a new line of lending products recommended for Bank-wide adaptation to implement SDTF goals. The Executive Directors approved the Adaptable Lending Instruments in September 1997. The files contain Picciotto's correspondence regarding the development of the new lending products.

Filed under Project Implementation Commission - Brazil are Picciotto's records, dated July 1999 - August 1996, for the Brazil/World Bank Commission on Improving the Developmental Effectiveness of World Bank Financial Projects. Picciotto was a member of the joint Bank/Brazil Commission which was created to improve the Bank's portfolio in three sectors (education, rural poverty, and health) in the Northeast Region of Brazil and in the environment sector across Brazil. Picciotto's recordsinclude: correspondence with Commission members; Terms of Reference for consultants assigned to work with the Commission; minutes of Commission meetings; intra-OED correspondence regarding audits of Brazilian projects and the establishment of new projects in Brazil; draft outlines of the Commission's final report; drafts of the Executive Summary of the report; and comments regarding drafts of the final report. Drafts of the entire report are not in the files.

Picciotto served on the Joint Fund-Bank Committee on Finance and Development which was the advisory board for Finance and Development (F and D), the quarterly publication of the International Monetary Fund and the Bank. His Board records (filed under Internal Correspondence - Finance and Development) date from December 1987 when he was Vice President for Corporate Planning and Budgeting. Included are: his correspondence with the editor of F and D; agenda and minutes of Board meetings; copies of book reviews he provided for publication; resumes of job applicants for positions with the publication; articles submitted for publication which were forwarded to Picciotto for comment; and a copy of an article, A New Project Cycle for the World Bank? which he and Rachel Weaving submitted for publication in October 1994.

In addition to board, task force, and committee records, this series includes files on several other non-OED topics. Filed under Socratic Seminar Files are Picciotto's records regarding his coordination work for a television program, Banking on the Poor, which was part of a public television series The Fred Friendly Seminars. Picciotto had the lead in planning for the October 1, 1994, program which took place in Madrid, Spain, at the time of the Bank's annual meeting. It was the third in a series sponsored by the Bank to examine the role of international finance in fighting poverty. The program followed the Socratic Seminar format, created in the 1970s by Fred Friendly and Stuart Sucherman. Picciotto's records are dated May to October 1994 and include concept papers and e-mails regarding logistical planning for the program.

This series also includes copies of June 1996 - June 1998 correspondence (filed under Knowledge Center - Management) Picciotto received regarding the Knowledge Management Board that was established in July 1997 as well as copies of his comments on proposals for knowledge management within the Bank.

Correspondence Files of the Directors-General, Operations Evaluation, Relating to the Establishment of and Participation in DAC and OECD

The series consists of correspondence files containing communications between the DGO and representatives of the Organization for Economic Cooperation and Development (OECD). The correspondence relates to aid evaluation and the promotion of evaluation functions in client countries. This exchange culminated on December 1, 1980, in DGO Mervyn Weiner's nomination of Shiv Kapur, OEDDR, as the Bank's correspondent for DAC's work in aid effectiveness. Following Kapur's selection as DGO, Yukinori Watanabe, OEDDR,was nominated on October 15, 1984, as the Bank's representative to DAC's Expert Group on Evaluation.

Correspondence and other documents for the period 1981 - 1995 relate to the establishment of DAC's Expert Group on Aid Coordination (later Evaluation) which held its first meeting in Paris on March 8 and 9, 1983, and include meeting schedules and agenda, meeting summaries, reports, seminar papers and other correspondence of the Directors-General who served as the Bank's representatives at high level meetings of the DAC Expert Group on Aid Evaluation during this period. Topics include: primary health care; technical cooperation; non-governmental organizations (NGOs); the economic environment; gender issues; public support for aid; and aid effectiveness. Correspondence regarding DGO Robert Picciotto's participation in the Third Annual Conference on Environmentally Sustainable Development held in October 1995 is also included.

Subject files covering the period 1984 - 1989 consist primarily of issue papers and proposals prepared for discussions at DAC meetings and seminars as well as correspondence dealing with issues of coordination, evaluation and the environment. Subjects covered in the records relate to institution building, health, the environmental impact of development projects and the Economic Development Institute (EDI) evaluation function. Documents prepared for a November 1988 meeting with NGOs are also in the files.

Transparencies for Presentations Made by the Directors-General, Operations Evaluation

Series consists of transparencies and/or transparency master (hard) copies prepared for presentations made by the Director-General, Operations Evaluation (DGO), within the Bank and to external groups. Most of the presentations dealt with the role played by OED in supporting the Bank's development agenda. Some of the transparencies are accompanied by copies of speeches or presentation outlines.

Minutes of Loan Committee meetings

The series includes: formal minutes of regular meetings from April 1948 to May 1987; minutes of special meetings from January 1968 to August 1972; notes on weekly meetings from May 1950 to January 1962; summaries of decisions reached at meetings from April to August 1948; and memoranda requesting that the Committee approve a loan without meeting from 1969 to 1972. In some cases, memoranda regarding the date and agenda of a meeting are included. Filed at the end of the series is a chronological set of memoranda to Committee members from June 1983 to March 1987 confirming the date and topic of a meeting.

Chronological correspondence

The files primarily consist of correspondence to and from Nurick, and drafts of correspondence, reports and other records. The chronological files kept by Nurick capture a variety of topics, related both to Bank work and to personal activities. As the correspondence was captured chronologically, each folder contains records relating to a large variety of (and sometimes unrelated) topics, activities or events. Researchers looking for records related to specific topics, activities or events may need to review all records within the Series using dates as a guideline. The correspondence relates, but is not limited, to: member contributions; membership (including origin of Part 1 and Part 2 countries); Bank subscription increases; bond issues; borrowing and loans to various countries; co-financing; IDA replenishments; Bank financial statements; valuation of capital; arrears and settlement of foreign claims; International Finance Corporation matters; Loan Committee; Development Committee; Joint Ministerial Committee; Bank IDA Statutory Committees; Disbursement Committee; selection of Robert McNamara; the Arab boycott; administrative and other personnel matters, including litigation, Administrative Tribunal and appeals; procurement guidelines; relations with other organizations and the US government; Second Committee of the UN; EEC Special Action Programme; and many others.

World Bank History Project liaison records

In 1989 the World Bank commissioned the Brookings Institution to prepare a history of the Bank as part of the commemoration of the Bank's fiftieth anniversary. Originally planned for publication in 1994, the two volume work, The World Bank: Its First Half Century, was published in 1997. When the Office of the Historian was established at the beginning of 1993, the task of liaison between the Bank and Brookings and the authors fell to the Historian. This series documents the evolving relationship between the Bank and the Brookings Institution's World Bank History Project, both before and after the establishment of the Historian's Office.

The first subseries, the chronological General Files, shows the genesis of the idea for a history (including copies of documents on the Bank's history dating back to December 1967), the funding of the project, and the administration of the relationship between the Bank and the Brookings Institution. Files contain a transcript of the meeting of the project advisory committee in 1993.

An Internal Review Group was established by the Bank in 1993 to read and comment on each chapter produced by the project. The Office of the Historian served as secretary for the group, both sending out chapters for review and transmitting the group members' comments to the project. The second subseries is the correspondence of the historian with the group and with the project.

The Office of the Historian conducted its own oral history program at the same time as the World Bank History Project wasinterviewing people for the fiftieth anniversary volumes. Each program provided some copies of interviews to the other, and the third sub-series contains a file about the interviews, including lists of persons interviewed by the project, and duplicate copies of rough transcripts of some project interviews, including those with World Bank Group presidents A.W. Clausen, Barber B. Conable, and Lewis T. Preston.

The fourth subseries is the draft of the history, arranged by volume and thereunder by chapter. Nocopy exists for chapter 8 of volume II. The copies are not annotated.

Correspondence - March 5, 1990, letter

In February, 1990, John Lewis and Richard Webb sent approximately 700 letters to senior Bank staff, followed by hundreds more letters on March 5, 1990, to Bank alumni, present and former Executive Directors of the Bank, and present and former members of the Development Committee, asking them for ideas about which subjects the study should emphasize. They asked for responses by the end of March. This series contains the responses to the mailings in the form of letters as well as a few notes of telephone calls. Some responses are very brief, while others provide extended comments on suggested topics or enclose copies of speeches or documents. The responses from former Executive Directors often include information on representational duties and the influence the EDs had on the Bank's policies. While some of the respondents were later interviewed, for others this is the only source for their views. Replies drafted by Lewis and Webb are also included.

Research materials

This series consists of electrostatic copies of documents obtained and collected by the World Bank History Project staff in the course of researching and writing The World Bank: Its First Half Century. The documents relate primarily to the topics of the chapters in Volume I; a few are the background to the research papers prepared by the project's research assistants. The authors filed the copies by subject, sometimes with cryptic subject titles. Some files may have been kept by an individual staff member,but those files have been combined in this general reference series.

The majority of the documents copied in these files are in the archives of the Bank, but some are also copies received from former Bank staff or from non-Bank sources.

Administrative files

This series contains basic information on the establishment and progress of the World Bank History Project. Most of the documents are printouts of routine email messages, with the exception of the records in the project structure file, which are incoming and outgoing paper correspondence. The Project background/contract file contains a copy of the official agreement between the Brookings Institution and the Bank to undertake the study; it also contains handwritten and typed notes of the first meeting of the International Advisory Council on January 22, 1990. The Archives 1991-1993 file contains a list of senior personnel at the Bank each year from 1968-1991.

Advisory committee's files

The World Bank History Project was advised by three committees. One, a formal advisory committee of persons external to the Bank, was formed by the project in 1990 and held four meetings: January 22-24, 1990; September 26-27, 1990; April 9-10, 1992; September 30-October 2, 1993. The second, a group of former staff members of the Bank and related institutions, was established as a Guidance and Closure Committee by the Brookings Institution in 1994 to help the project in its final stages. Finally, the Bank established an internal review committee to read and comment on all chapters of the two volumes.

Only two paper files exist on the work of these committees, but other correspondence is found throughout the files of both the project and of Office of the Historian. One file, titled, Comments on Volume I, contains comments from both the advisory committee and the Bank's review committee plus comments from other persons to whom the authors sent drafts for review. The file is organized by chapter. Some of the comments are extremely long and contain information about the topic for the consideration of the authors rather than simply comments on the draft text. The second file, World Bank Review Committee Comments on Volume II, is organized alphabetically by the name of the author contributing the chapter.

The series also contains audio tapes of the four meetings of the international advisory committee. The project files contain no transcript or minutes of the meetings.

Finally, one audio tape is a dictated set of comments by an unknown reader of the fifth chapter of Volume I written by Richard Webb.

Series contains dupiclate reference copies created by the Bank Archives of nearly all of the tapes; as such, only 31 of the 60 tapes listed in the extent are original.

Volume II drafts

The authors conceived Volume II of The World Bank: Its First Half Century as a series of essays that would look at the Bank from outside vantage points, including the points of view of borrowers, lenders, the economics profession,and political analysts. The project contracted with authors for these essays, and this series consists of submitted drafts as well as exchanges of comments with the authors. It includes both essays that were published in volume IIand also a draft on Brazil and a draft on politics and the Bank that ultimately were not included.

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.

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

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

Policy, Planning and Program Review Department chronological files

Series consists of chronological files created during Chernick's time as Division Chief, Senior Advisor, and Acting Director of the Policy, Planning and Program Review Department (PPPRD) between 1972 and 1982. Chronological files contain correspondence in different formats; carbon copies of correspondence sent by Chernick are the most common, while paper copies and telexes are also included. The amount of outgoing correspondence, authored by Chernick, is far more substantial than correspondence received byChernick. While much of the correspondence refers to attachments (reports, country program papers [CPPs], meeting minutes, etc.), very few are included in the files.

Records related to Chernick's role as Division Chief of PPPRD's Program Review Division (PPRPR) from 1973 to 1976 are numerous. The Division's primary roles were to provide guidelines for economic analysis in economic reports and country programs and review CPPs before their submission to the President in order to ensure quality and consistency with the Bank's development objectives. CPPs are confidential reports authored by the regional departments, usually on an annual basis. They include a discussion of a given country's political and economic situation and a history of the Bank's loans and external financing and on that basis propose a five-year lending program for the country. Other, special studies (usually discussing a specific sector within a country or a general development issue) and economic reports were also reviewed by the PPPRD. Chernick's role was to manage his Division's review of CPPs and to arrange Regional Vice Presidents (RVP) meetings and Management Review meetings. As such, correspondence includes: assignment of reviews; schedule of review meetings; discussion of reviews; and policy development and explanation.

Series also consists of correspondence relating to the development and revision of Operational Manual Statements (OMSs). Assignment of tasks related to OMSs is included as are a small amount of OMS drafts and comments on drafts.

Records related to a Working Group on Bank/Fund Collaboration are found in this series. This includes Bank President McNamara's initial request for a report. Chernick's role in the research and writing of this report is unclear; he is copied on related correspondence and drafts were sent to him for review.

Chernick played a significant role in the Development Committee between 1980 and 1982. Created in 1974, the Committee was designed to provide a focal point at a high political level in the structure of economic cooperation for the formation of a comprehensive overview of international activities in the development area, for efficient and prompt consideration of development issues and for coordination of international efforts to deal with problems of financing development. Drafts of Committee meeting agendas are included; in some cases, these drafts are sent from Chernick, as Acting Director of PPPRD, to Bank President McNamara. Correspondence related to scheduling and Committee reviews and projects is also included.

Records in this series relate to a variety of other topics and activities, including: staff hiring and reviews; staff meetings; mission planning; work programs; conference participation and planning; and policy development related to Structural Adjustment Loans (SALs). Also included are: regular summaries of Board meetings authored by Chernick for Hollis Chenery, Vice President of Development Policy (DPS); ad hoc reports and reviews created by Chernick or his staff for superiors within the Development Policy Vice Presidency (DPS) and externally; comments on reports; and a small amount of correspondence related to the research and publication of Chernick's book The Commonwealth Caribbean: The Integration Experience (1978).

South Asia Country Programs Department chronological files

Series consists of chronological files created during Chernick's time as Senior Economist in the South Asia Country Programs Department (ASADR). The majority of the files consist of correspondence in the form of carbon copies, printed copies, and telexes. Records reflect various activities undertaken by Chernick, including: research; commenting on Bank research and policy papers and project and loan reports; writing of country program papers (CPPs); staffing of ASADR; information sharing; and seminar planning. A small number of reports are included in this series; these include: Current and Mid-Term Assessment of South Asian Countries; Indicative Statements of Economic and Sector Work for the South Asia Region; Disbursement Estimates; and Country Reports. There is, notably, a significant amount of material related to a problematic Maldives Country Report from 1986.

Copies of George D. Woods used for the biography

Spanning Woods' life both before and after he was President of the World Bank, this material provides insight into his principal interests, as seen by his biographer. Particularly well represented in the copies are memoranda and correspondence on India. A number of items concern Woods' part in the IBRD negotiations of the Suez Canal dispute in 1958, prior to his tenure at the Bank. Internal Bank documents include notes on the Economic Development Institute and the economic work of the Bank, correspondence relating to the IDA replenishment deadlock of 1965-1966, and documents regarding the nomination of a new president. Later documents include his 1974 statement to the U.S. Senate Foreign Relations Committee on IDA replenishment and correspondence with notable figures such as Barbara Ward.

The topic file consist of: Aid (E. Martin, DAC), Brookings Institution SDR [Special Drawing Rights], Study Group, Columbia University, John Foster Dulles Oral History Project, First Boston Corporation, Foreign - Miscellaneous (India - Egypt), Foreign Economic Assistance Task Force, India, IBRD, Miscellaneous personal messages, Notre Dame University, New York Times, Suez Canal, UN, and White House, Trip to Europe, Yugoslavia and Egypt.

AENVP/ASI chronological files

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

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

Indonesian oil sector files

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

Policy and research papers

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

McNamara notebooks

  • WB IBRD/IDA WB_IBRD/IDA_96-01
  • Série organique
  • August 1970 - November 1979, January 1980 - June 1981
  • August 1970 - November 1979, January 1980 - June 1981

This series consists primarily of copies of Chenery's memoranda to McNamara, many of which were returned to Chenery heavily annotated with McNamara's handwritten notes and/or a red stamp indicating the President has seen. Some Chenery memoranda to McNamara are marked returned by McNamara's Office on a specific date with no notes or stamp. Also included are McNamara's memoranda to Chenery, memoranda sent to McNamara by other Bank staff (e.g. Ernest Stern) and copied to Chenery, letters and memoranda McNamara sent to Bank staff and copied to Chenery, and copies of letters Chenery drafted for McNamara's signature. Also included are Chenery's agenda for meetings with McNamara, Chenery's memoranda to the files summarizing discussions with McNamara, Chenery's handwritten notes from his meetings with McNamara, and copies of Chenery's memoranda to his managers summarizing either his discussions with McNamara or meetings that he attended of the President's Council.

In May 1973, Chenery asked McNamara for time to finish his book, The Developing Economy. McNamara agreed that following Chenery's August vacation, he would be allowed to spend sixty percent of his time until December 31 on that book. To permit Chenery to do this, Ernest Stern took over most of the day-to-day direction of the Development Policy Staff, and many of the August to December 1973 memoranda in this series were sent to McNamara by Stern rather than Chenery.

The records cover a wide range of subjects including the work program, organization, budget,and staffing for the Economics Department and the Development Policy Staff; the recruitment and assignment of economists in the Bank Group; the preparation, format, review, and scheduling of country economic programs and sector program papers; ex-post project evaluation work in the Bank; topics for and draft content of the President's annual meeting speeches and the preparation of other speeches for the President; the 1972 Bank reorganization; Bank coordination with the Ford Foundation and the International Monetary Fund; the review of country program papers; the preparation of seminars led by external experts for high-level Bank management; the preparation and review of papers on development policy; the World Bank's research program and budget; drafting of policy papers prepared in response to specific requests from McNamara; comments on policy papers scheduled for discussion by the Executive Directors; policy planning and the role of the Policy Review Committee; economic projections generated by the Development Policy Staff; the coordination of statistical work in the Bank; background information on individuals (and their country's issues) who were scheduled to meet with McNamara; management of the World Development Report team and plans for WDR topics and content; the treatment of Taiwan in World Bank reports; the initiation of the Living Standards Measurement Study (LSMS); and the selection of Chenery's successor. Beginning in 1977, many memoranda concern the reports of the external Research Advisory Panels and the implementation of recommendations made by those panels.

FPD budget, business plan, and work program records

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

Chronological [outgoing] files

This series consists of copies of the outgoing letters and memoranda of George D. Woods and correspondence handled for President Woods by his personal assistants George C. Wishart and Rainer B. Steckhan. It includes correspondence sent on substantive issues of development assistance, memoranda to files, internal memoranda of the Bank and social and public relations messages.

Letters to foreign heads of state, government officials, banks, development institutions and academics regarding particular loans and projects, missions, technical assistance, bond issues and other sources of financing, and development policy issues are found in the series. Memoranda to files, usually written by Wishart, make a record of Woods' meetings with high-level government and business executives, focusing on important remarks and outcomes. Occasional Bank-internal memoranda, usually addressed to Vice Presidents and other high-level managers, concern such issues as staffing of the Economic Development Institute (EDI), defining the competencies of the technical operations and regional departments of the Bank with regard to project preparation, and procedures for establishing consultative groups.

The social and public relations letters express appreciation for invitations, hospitality, and for letters, publications and gifts received; express regret regarding invitations; offer congratulations; discuss arrangements for meetings and itineraries for travel; and provide letters of introduction.

Development Committee files

This series contains President Clausen's records related to the Development Committee meetings from 1983 through 1986. Formally the Joint Ministerial Committee of the Boards of Governors of the World Bank and the International Monetary Fund on the Transfer of Real Resources to Developing Countries, the Development Committee was established in 1974 with its own secretariat that maintained the official records of the Committee.

The records in this series, therefore, are Clausen's office files on the Development Committee meetings during his tenure (meetings 21-28). The records, organized by meeting, include correspondence, memoranda regarding the meetings, drafts of the President's opening remarks and the President's Report to the Development Committee, summaries of Committee discussions, and statements to the press. The files also contain papers and reports prepared for the Development Committee, including the Development Committee Annual Report, task force and working group reports, and papers on topics such as development in Sub-Saharan Africa, the world economic outlook, and external debt problems of developing countries.

Annual Meeting files

This series contains President Clausen's records related to the Annual Meetings of the Board of Governors. The records are a mix of substantive and administrative materials, from lists of delegations and special guests to briefing materials on countries and issues. The files contain the President's opening and closing remarks, speeches and addresses; records relating to the annual Ministers' luncheon, Co-Financing breakfast, and the Latin-American Governors' luncheon; records of press conferences; correspondence and memoranda regarding appointments with country delegations; schedules, letters of invitation and thank you notes.

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