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Strategic Planning Division (SPRSP) and Policy Development Unit (PRDPD) chronological correspondence files

The series includes chronological correspondence, memoranda, and other records created or received while Geoffrey Lamb served as Adviser for the Strategic Planning Division (SPRSP) and the Policy Development Unit (PRDPD). SPRSP records prior to July 1990 include correspondence and memoranda primarily between Lamb, Strategic Planning and Review Department (SPR) Director Alex Shakow, Senior Vice President for Policy Planning and Research (SVPPR) David Hopper, staff from departments within the Development Economics Vice Presidency (DEC), and staff from the Regional departments. The correspondence and memoranda focus on the following topics: review of various policy papers by SPRSP; review of Bank's Strategic Agenda; preparation and review of speech prepared for Bank President Barber Conable for the Bank's Annual Meeting; joint organization of SPR and International Economics Department (IEC) seminar; re-organization of private sector development functions and personnel in the Bank; Bank strategy and economic policy reform in Eastern Europe; and hiring of consultants.

The SPRSP correspondence and memoranda after July 1990 transition into when SPR was replaced by the PRDPD, and the parties involved in this transition. The correspondence and memoranda of SPRSP and PRDPD after July 1990 are primarily between the following parties: Lamb; PRD Director Paul Isenman; Senior Vice President Wilfred Thalwitz of the Policy, Research and External Affairs (PRESV); PRDPD staff; and members of the Policy, Research and External Affairs (PRE) Committee. The correspondence and memoranda discuss review, comments, and approval of publication of numerous policy papers and Bank annual publications by PRDPD and PRE. Also included are records related to working groups, task forces, and symposiums participated in, or jointly organized with PRDPD, including task forces focused on such topics as governance and military expenditure. Incoming and outgoing correspondence sent and received by Lamb from individuals and organizations external to the Bank are also included. The correspondence also consists of sub-files with the following types of records: copies of faxes, telex messages, and cables sent to Lamb; travel request records; leave request records; expense reports; timesheets; and performance review records.

Asia Vice Presidency (ASIVP) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Vice President in the Asia Vice Presidency (ASIVP). The records include correspondence, memoranda, agenda and meeting minutes, and other records related to support of ASIVP operations, including: memoranda of country project loan signings; meeting minutes and agenda records for meetings with ASI staff, Board of Executive Directors members, country representatives from the ASI countries, and other senior World Bank officials; and incoming and outgoing correspondence and memoranda regarding management of ASI and support of ongoing projects within the ASI Region.

FPBVP and FPRVP subject and activity files

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

FPRVP chronological files

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

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

Country Director, Africa Regional Vice Presidency (AFRVP) chronological correspondence files

This series contains chronological correspondence files from the last three months of Madavo's time as Country Director in the Africa Regional Vice Presidency (AFRVP). Madavo oversaw the Country Department responsible for lending and country monitoring for Ethiopia, Kenya, Mauritius, Somalia, Sudan, and Uganda. The correspondence is between Madavo and: Bank member government officials including ministers and ambassadors; and Bank staff including the Africa Regional Vice President Kim Jaycox as well as the Bank resident missions of countries in Madavo's department. Topics of correspondence are various but include: proposed and ongoing country projects and technical assistance; country program development; country reports; portfolio review; and travel logistics and expenses.

Vice President, Africa Regional Vice Presidency (AFRVP) chronological correspondence files

This series contains chronological correspondence files sent and received by Madavo during his time as Vice President of the Africa Regional Vice Presidency (AFRVP). Note that when Madavo was named Vice President in 1996, it was as co-Vice President with Jean-Louis Sarbib. A small amount of the correspondence in this series is either authored by both Madavo and Sarbib or is authored by Madavo on correspondence with letterhead naming both Vice Presidents.

Records in this series relate to the various responsibilities of the AFRVP, including: the development and review of lending operations in the Region; reviewing country strategies; handling high-level communications with member countries; operational policy making; high-level staffing; and support of the Office of the President.

Correspondence in the "Letters" section of the chronological files contains correspondence sent or received by Madavo primarily to external parties. These include: member government officials including country leaders, ministers, and ambassadors; external organizations including NGOs and multilateral organizations; and Bank executive directors. Some of the correspondence is authored by Madavo on behalf of World Bank President Jim Wolfensohn. In addition, a small amount of correspondence in this section is with Bank staff including President Wolfensohn; these often take the form of briefing notes in advance of meetings with external individuals or groups. Topics of correspondence in the "Letters" section are varied. They include: combatting corruption; conference planning and attendance; debt and the Heavily Indebted Poor Countries (HIPC) initiative; HIV/AIDS; planning visits to countries; and collaboration with external organizations. Other correspondence relates to requests for support from external parties, invitations to events, and the dissemination of information.

The "Office Memoranda" section of the chronological files contains correspondence sent or received by Madavo to Bank staff. Topics include: debt reduction; capacity building; proposed and ongoing country projects and technical assistance; budgeting; review of Bank programs; country office audits; Bank operations in conflict areas; conference attendance; country program development and monitoring; staff recruitment and appointments; operations policy development and implementation; travel planning, logistics, and expenses; and the Special Program of Assistance for Africa (SPA). Correspondence includes mission reports and reports on country economic and political developments.

The sections of the chronological files titled, Notes, Electronic Messages/Emails, Miscellaneous, and Travel are relatively small compared to the Letters and Office Memoranda sections. The Notes section generally contains updates and briefing materials addressed to President Wolfensohn, Bank Managing Directors, or other VPs. The Electronic Messages section generally contains short messages related to administrative matters, attendance at meetings or events, travel logistics or expenses, and expressions of gratitude. The Miscellaneous section contains travel expenses, invoices, and statements of expenses as well as reference materials and correspondence related to staffing. The Travelling section contains travel invoices and statements of expenses.

Speeches and related materials

Series contains a variety of records related to speaking appearances made by Callisto Madavo while serving as Vice President of the Africa Regional Vice Presidency (AFRVP). The majority of the records consist of full-text speeches and talking points for speeches. Also included are: transcripts of interviews, press briefings, and question and answer sessions; articles he authored or co-authored; and background notes prepared for Madavo by staff in advance of events at which he was speaking or panels on which he was appearing. While a small number of the speeches made by Madavo were internal to the Bank, the majority were at conferences, forums, academic institutions, and other events external to the Bank. The speeches discuss a variety of topics, including: trade and investment in Africa; the relationship between the World Bank and Africa; Africa and education; Africa's future; globalization; and HIV/AIDS.

Project officer, Industrial Projects Department (NDP/IPD/IND) chronological correspondence files

Series contains the chronological files created by Rischard during his time as a project officer in the Industrial Projects Department (NDP/IPD/IND) from 1976 to 1982. The records in this series relate to the various activities of sectoral project officers. Regarding involvement with lending operations, records evidence Rischard's role in multiple projects and countries. Common project types include funding of chemical industries, fertilizer production, and industrial energy conservation and diversification. Specific projects include: P008691 - Tecuci Fertilizer Project (Romania) P006289 - Copesul Petrochemical Project (Brazil) P008710 - Craiova Chemical Project (Romania) P009665 - Gorakhpur Fertilizer Expansion Project (India) P009369 - Ashuganj Fertilizer Project (Bangladesh) and P008639 - Industrial Energy Conservation and Diversification Project (Portugal) Records related to travel logistics and expenses and the exchange of information within the World Bank and with external organizations are also included.

Records primarily consist of correspondence between Rischard and other World Bank staff (in the form of office memoranda and telexes) and official correspondence between Rischard and external individuals, including country representatives. In addition to correspondence, back-to-office reports, Terms of Reference, and reports and studies on industrial sector topics are included.

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).

Director, Investment Department (INV) chronological correspondence files

Series consists of the chronological files created by Rischard during his time as Director of the Investment Department (INV) in the Treasury Vice President (TREVP). Records relate to Rischard's position as director of the department and manager of its various units and their activities. The majority of the correspondence are in the form of office memoranda between Rischard and other Bank staff discussing: divisional work programs; specific topics related to unit activities; the creation of the new products and strategies division; staffing; workshop and meeting planning, scheduling, and attendance; and information sharing. Monthly portfolio and annual retrospective reports are also found amongst the office memoranda. A smaller amount of correspondence are letters between Rischard and external individuals and organizations primarily discussing meetings and the exchange of information.

Note that the series contains correspondence authored and received by Rischard's predecessor in the role of INV Director, Bernard Holland, from January 1989 to July 1989. Rischard became the INV Director in September of 1989. It appears that the correspondence of the new Director was added to the folder for the year 1989 initiated by Holland.

Vice President, Finance and Private Sector Development Vice Presidency (FPD) chronological correspondence files

Series consists of the chronological files created by Rischard during his time as Vice President of the Finance and Private Sector Development Vice Presidency (FSDVP). The FSDVP's responsibilities included supervision of the overall management of the VP's three sectoral departments as well as maintaining relationships with other development and commercial banks and private sector executives. The departments of the FSDVP included the Financial Sector Development (FSD), Private Sector Development (PSD), and Industry and Energy Sector departments (IEN). They were responsible for: operational support to the Regions; developing and monitoring policy; maintaining effective relationships with the external community; and for setting research priorities.

Series consists of records relating to a variety of topics and activities, including: operational support (in the form of proposals, advice, and information); Operations Evaluation Department (OED) project reviews; budgeting; staffing and other human resources related issues; information dissemination; conference planning; dissemination of publications and products produced by FSDVP departments; and the reorganization of 1997-98 and related mapping of staff. Records also consist of: responses to external individuals or organizations for requests for information; VP Annual retrospectives; project updates for the Office of the President; three year business plans; and briefings and summaries on a variety of topics for Bank senior management including Presidents Prestonand Wolfensohn. A small amount of correspondence relating to the Energy Sector Management Assistance Programme (ESMAP) is included.

Series also includes four sets of transparencies created by FPDVP sector departments for a presentation to the council of the new Finance, Private Sector Development, and Infrastructure Network (FPSI). The council reported to the network head and is composed of the top network managers from each Region and was responsible for setting the overall agenda for the network and forpromoting effective deployment of skills across network units. The presentations describe the accomplishments, ongoing work, direction, organizational structure, and collaborative efforts of each department.

Note that the transition from FPDVP to the new FPSI network was staggered. Although it technically began in 1997, much of the transition had not been completed by the time Rischard left the FSDVP/FPSI to begin his new role as Vice President of Europe (EXTEU) in the summer of 1998. Rischard continues to refer to himself as FPDVP in his correspondence and does not begin a new folder reflecting the creation of the new network.

Office of the Vice President, Latin America and Caribbean Region (LACVP) chronological correspondence files

The series includes incoming and outgoing correspondence and memoranda of Syed Shahid Husain from when he served as Vice President for Latin America and Caribbean Region (LACVP). The correspondence and memoranda are primarily between Husain and other LAC regional staff regarding a number of topics, including: country assistance strategies (CAS); technical assistance action plans, progress reports, and planning; policy reports and papers; structural adjustment loans; private sector development; and regionalmeetings, workshops, and retreats. The series also consists of correspondence external to the Bank from various country ministry offices. Correspondence and memoranda between Husain, the Office of the President (EXC), and the Bank's External Affairs Department (EXT) are also included.

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.

Subject files

The files in this series were maintained by Vinod Dubey while he was Senior Advisor in and Director of the Country Policy Department (CPD) and later as Director of the Economic Advisory Staff (EAS). Most of the files concern the preparation of briefing books for Moeen Qureshi's attendance at the Aspen Seminars from 1988 to 1991 and at the World Economic Forum in Davos, Switzerland, February 2 - 4, 1990. One file documents Dubey's attendance at the U.N. Symposium on Economic Reforms and the Role of Asian Centrally Planned Economies, China, Eastern Europe and the Soviet Union in Global Economic Relations, Helsinki, June 12 - 16, 1989. Included in that file are his notes from various sessions, his copies of the papers distributed to attendees, and his conference comments on Thomas A. Wolf's paper, Macro-economic Adjustment and Reform in Planned Economies. Other files contain CPD staff comments on drafts of the 1984 report, The Future of Operations of the Bank; EAS review of Expanded Cofinancing Operations for Hungary, India, and China; the CPD preparation of a progress report on Sector Adjustment Lending (filed under OECD Export Credit Group), CPD preparations for and follow up to a 1985 Bank-Fund Collaboration Seminar, and a CPD file on the IMF's Structural Adjustment Facility (filed under IMF Special Disbursement Account).

Chronological files

This series contains copies of Vinod Dubey's outgoing memoranda, letters, telexes, and routing slips that he generated while he was working in the Europe, Middle East and North Africa Region (EMENA), the Country Policy Department (CPD), and the Economic Advisory Staff (EAS). For some of the periods covered by this series, Dubey's incoming correspondence is filed with the copy of his related outgoing correspondence.

For the period that Dubey was a Senior Economist in EMENA, the files include copies of his outgoing letters, memoranda, and reports and copies of memoranda and letters that he prepared for the signatures of others. Very little incoming correspondence or attachments to outgoing correspondence is included for this period. Among the outgoing correspondence are his minutes of the EMENA senior economists' biweekly meetings; his comments on draft papers and reports, especially regarding Country Program Papers and economic and sector work; the Back-to-Office reports from his missions; his reviews of research proposals; and the minutes he prepared for the research proposal review panels on which he served. Most of his correspondence was sent to the Director, Development Policy Staff, the EMENA senior vice president, and other EMENA economists.

After Dubey became Chief Economist for EMENA in October 1975, the files primarily contain copies of incoming documents that he transmitted to the EMENA program departments and senior economists with requests for their comments. There is little showing his input into policy development; the files consist mostly of copies of his routing slips, some without an incoming document attached.

Dubey's files are much richer for the period beginning in January 1984 when he was a senior adviser in the Country Program Department (CPD). The records reflect his responsibilities for: coordinating Bank relations with the IMF, the Paris Club, and the OECD Export Credit Group; preparing policy papers for the director of CPD; advising the Regions on adjustment lending; directing the CPD Secretariat for the Loan Committee; and preparing the agenda for Loan Committee meetings.

Specific topics covered include preparations for the Bank-Fund Seminar on assisting member countries in Sub-Saharan Africa, May 22 - 24, 1985; planning for seminars on Policy Based Lending held June 18 - 20, 1985 and December 11 - 13, 1985; and the scheduling of Country Policy Papers for review by the Operations Policy Subcommittee. Much of Dubey's correspondence beginning in September 1984 concerns his drafting of a Board paper on Bank-Fund collaboration. None of the drafts is found in the files, but there is extensive correspondence with Bank and Fund staff concerning the preparation of the report which was issued in the spring1985.

Specific documents of note are: his May 23, 1984 report, Bank-Fund Collaboration: A Brief Historical Note, which is a compilation of the documents relating to Bank/Fund collaboration from May 1946 to April 1981; a November 28, 1984 memo to Files on the role of the World Bank in theParis Club; a December 14, 1984 draft of his paper Policy Based Lending and the World Bank; his reports from attendance at OECD Export Credit Group and Paris Club meetings; and the agenda he prepared for meetings of the Operations Policy Subcommittee and of the Loan Committee.

Most of his outgoing correspondence for this period was sent to Regional Chief Economists; the SVP for Operations (SVPOP); the Vice President for Operations Policy (OPSVP); the Director of CPD; the secretary of the Research Policy Committee; IMF managers; and staff/members of the Paris Club, the OECD, and the International Labor Organization (ILO). A number of his memoranda are written to the files and primarily concern meetings he attended on structural adjustment lending.

After Dubey became Director of the Country Policy Department in January 1986, his files reflect less of his role in policy development. The bulk of the files for this period consist of his agenda for meetings of the Loan Committee and the Operations Policy Subcommittee. The files often contain copies of his incoming correspondence, much of which was forwarded to CPD staff.

After Dubey's appointment as director of EAS in June 1987, he continued many of the duties he had in CPD: coordinating the Bank's interaction with the Paris Club, the Berne Union, the OECD Export Credit Group, and the International Monetary Fund; reviewing country strategy papers and Structural Adjustment Policy Framework Papers (PFPs); providing the SVP Operations with analysis on operational issues and policy initiatives; serving as the Secretariat to the Operations Committee; and providing advice and support to the Regional staff on major policy questions, especially regarding country strategies, adjustment operations, and country economic and sector work.

nA large portion of his records for the EAS period consists of agenda, schedules, and postscripts for Operations Committee meetings and correspondence regarding the preparation and review of documents for discussion by the Committee. Othercorrespondence concerns the preparation of documents for the signatures of the Senior Vice President, Operations and President Conable and his review of research proposals.

Bank organization and staffing reports

This series contains memoranda and reports compiled by L. Peter Chatenay, which primarily relate to the World Bank's early organization and staffing. Although his participation is not detailed nor confirmed in the records, it is apparent that Chatenay worked in some capacity on tasks associated with the Organization Study Team and that this is a file created in support of that activity. The Study Team (also referred to as the Study Committee) was chaired by Bank Vice President M. Shoaib and was charged with reviewing a Bank organization study completed by external consultants and studying other topics related to the 1972 Bank-wide reorganization.
Included in this series are copies of memoranda from Humphrey C. Winterton, Farrokh Kavarana and Philippe Beuzelin to the Study Team. Winterton and Beuzelin were two of the six members of the Study Team while Kavarana was part of the external consultant team. The rest of the records in this series consist of reports and reference materials on the organization and staffing of the Bank. These include: a FY 1971 chart and March 1972 memoranda comparing the time required to negotiate a project proposal in the various Regions and sectors; a February 1972 report on the status of the World Bank's current organization; a 15 March 1972 draft of a report: Dimensions of the "Main-Frame" Structural Problem which is an analysis the Bank's structure prior to the 1972 reorganization; a list showing major Bank organizational changes, 1952 - 1972 and tables showing changes in staffing (i.e. comparing the number of people allocated to the categories professional, special services, and general services) in 1961, 1971, and projections for 1976; and tables analyzing the Bank's administrative expenses, 1962 - 1971 with projections through 1978.

Sector and Operational energy and industry unit chronological files

This series consists of records related to Masood Ahmed's work with the Bank's energy and industry units from 1980 to 1991. During this time, he served in the following roles and divisions: Economist in the Energy Department (EGYDR), 1980-1981; Economist in the Energy Assessment Division (EGYEA), 1981-1982; Senior Economist in the Energy Assessment Division (EGYEA), 1983; Deputy Division Chief in the Energy Assessment Division (EYGEA), 1983-1985; Deputy Division Chief in the Energy Strategy and Pre-Investment Division I (EGYS1), 1985-1986; Deputy Division Chief in the Industrial Development and Finance Companies Division of the Europe, Middle East, and North Africa Projects Department (EMPID), 1986-1987; and Division Chief in the Industry and Energy Operations Division of the Europe, Middle East, and North Africa Country Department II (EM2IE), 1987-1991. Ahmed's records include correspondence and memoranda related to oversight, support and management of energy projects in various countries, and Ahmed's involvement with the Energy Sector Management Assistance Program (ESMAP). Records from 1987 to 1991 are related to lending and advisory services for development projects in the Maghreb countries of Northwest Africa. Additional records consist of travel, leave, and timesheet information dating from 1987 to 1991.

Briefing books, speeches, and presentations files

This series consists of Masood Ahmed's speech transcripts, presentation slides, and briefing books from his time as the Director of the International Economics Department (IEC) from 1993 to 1997 and the Vice President of the Poverty Reduction and Economic Management Network (PREM) from July 1997 to December 1998. Many of his speeches and presentations are found in files from 1996 to 1998, overlapping his time in IEC and PREM. Additional records include speeches and presentations related to the IEC publication Global Economic Prospects (GEP) dating 1995 to 1996. Other IEC staff speeches and presentations records are dated 1996 to 1998. The series also includes reference files of speeches and presentations created by staff in other units in the World Bank from 1993 to 1996; primarily from meetings and events he attended. The briefing books in this series include records prepared by his unit for Ahmed prior to a meeting or event. These records include: programs; agendas; itineraries; logistical information; issues to be addressed; notes; and other pertinent information. The briefing books are also maintained in files from 1996 to 1998, and overlap his time in IEC and PREM.

Strategic Planning and Review Department (SPR) records

Series consists of records related to Garcia de Truslow's activities in the Strategic Planning and Review Department's Strategic Planning Division (SPRSP) between 1987 and 1990. As a Planning Officer, Garcia de Truslow contributed to the establishment of the strategic planning process, supported the Strategic Agenda program through analytic work on priority issues, and provided ad hoc support to senior management. She also contributed to the 1987 reorganization process and participated in the Bank's Main Complex renovation.

A number of papers and reports discussing the future of the Bank, including a copy of the Strategic Agenda report, are included. Other reports authored by SPR staff, SPR consultants, and external authors are included. Topics are varied and include: technology and development; public sector reform; private investment; trade; field offices; and employment and macro-economic policies. Budget materials including midyear and retrospective reviews of various Vice Presidencies are included. Records related to the 1987 reorganization include: the General Reorganization Report and other reports; staff announcements; and memoranda. Records relating to facilities management and the rehabilitation of the Bank's Main Complex include: renovation proposals; memoranda; and correspondence related to the architectural design competition.

Series contains a number of subject files containing records collected by Garcia de Truslow during her time in SPRSP. The majority of these records are reports and articles on a disparate range of topics. A small amount of Bank memoranda and Board papers are also included.

SPRSP budgeting and management records are also included in this series as is a chronological file containing incoming and outgoing correspondence related to SPRSP activities. Correspondence is primarily between Garcia de Truslow and parties external to the Bank and relates to a variety of topics relevant to Garcia de Truslow's work in SPRSP as well as to her work in operations.

Subject files

Series contains subject files compiled by Garcia de Truslow over the course of her career at the World Bank. The majority of the records contained in this series span her time in both the Bank's operations complex and the Strategic Planning and Review Department (SPR). Topics include: women in the World Bank; urban development and housing; metrology in South and Central American countries; debt; technology and innovation; women in development; project accounting, disbursement and auditing; market and financial deregulation; small-scale enterprise development; development economics; and the environment. Records include: reports authored by the World Bank and external authors; memoranda on specific topics; newspaper clippings and magazine articles; and conference publications.

Media relations

The media relations series includes press releases disseminated by the World Bank Group relating to operations and activities from the founding of the World Bank in 1946 through 1995. Press releases of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and the International Finance Corporation (IFC) are included in this series.

The series consists of IBRD numbered press releases relating to Bank Group operations and activities dating from 1946 to1995. Press releases document country membership admission to the Bank and announce staff appointments in various member countries and other promotions within the Bank. The majority of IBRD press releases relate to IBRD loans, including applications, agreements, and issuances. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff and Executive Director appointments), country membership, bond issuances, Resident Mission developments, speeches by senior management, report publications, conference attendance, consultative group meetings, mission travel undertaken by senior management, and Spring and Annual meetings. Early press releases were numbered consecutively. Beginning in 1962, press releases were numbered according to the year of release. Numbered press releases are missing from the following years: 1982, 1983, 1985, and 1986.

Series also includes press releases relating to IDA operations and activities from its creation in 1960 to 1994. The majority of IDA press releases relate to the funding of projects through IDA credits. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff appointments), country membership, IDA replenishments, consultative group meetings, conference attendance, and Spring and Annual meetings. The press releases are arranged consecutively by number from 1960 through December 1961, numerically by calendar year from 1962 to June 1976, and numerically by fiscal year from July 1976.

An index for IBRD and IDA press releases from 1946 to 1994 is included. Indexes provide a brief descriptive subject title along with press release number and date. A separate index for IDA records for the years 1962 to 1979 is also included and contains the same information.

A portion of IBRD and IDA press releases dating from 1946 to 1994 are unnumbered and arranged chronologically. Unnumbered press releases are included in the file indexes as "unnum" or "unnumbered" but are not filed withthe numbered press releases. Some press releases have published informational supplements attached; supplements originated in both the Bank and in other organizations.

The series also contains translations of some of the IBRD and IDA press releases from 1948 to 1994. French and Spanish translations are most common but translations into Chinese, German, Italian, Arabic, Japanese and Portuguese are also included. A number of smaller series of press releases dating from 1987 through 1994 that relate to specific World Bank agencies or topics are also included. The financial series describes general World Bank finances, currency issues, and bonds. The larger special series details World Bank presidents' visits to member countries, staff appointments, and new Bank initiatives. A small number of press releases from the early 1990s relate to the Multilateral Investment Guarantee Agency (MIGA), the Consultative Group for International Agricultural Research (CGIAR), and the impact of development on particular US states export growth are also included.

The series also includes versions of speeches and addresses by Bank Group officials that were disseminated as press releases. These date from 1946 to 1965. The majority of the speeches are by Bank presidents Eugene Meyer, George Woods, and Robert McNamara. Speeches by other Bank officials include: J. Burke Knapp; Sir Denis Rickett; Mohamed Shoaib; Siem Alderweld; and Irving Freidman. These speeches include commencement addresses, Annual Meetings addresses to the Board of Governors, remarks during sessions of Economic and Social Council of the United Nations, and addresses to various bank associations and conferences.

The series also contains IFC press releases relating to operations and activities dating from 1956 to 1979. Topics include external operations as well as organizational changes, activities and events. Responsibility for writing and disseminating IFC press releases was the responsibility of various departments within the Information and Public Affairs Department (IPA) between IFC's creation in 1956 and 1979. In 1979, this activity was transferred to IFC's new Information Office. A small number of press releases dating from 1965 to 1974 include IPA correspondence relating to the authorship and dissemination of both press releases and photographs from the Bank's photograph library. These files are titled according to either the name of the company that received the investment or by country, thereunder by name of company.

The series also contains records relatingto press tours organized and facilitated by the Bank and governments and institutions of member countries. Press tours included media from around the world. Participants visited sites of projects funded by the Bank, partook in talks and discussions related to development, and met with government officials. Records include memoranda related to the planning of the trip, programs and itineraries, and background publications for participants.

Public Relations subject files and media monitoring

Series consists of a variety of records created and used by External Relations units and its predecessors over time to monitor press coverage of World Bank Group news and events and, if necessary, to formulate responses to that press coverage.

A large portion of the records are press clippings or photocopies of clippings dating from 1949 to 1998, however, there is a gap in the clippings from 1962 to 1972 and 1980 to 1993. Press clippings were primarily collected from American newspaper outlets including the Washington Post, Washington Star, New York Times and others, as well as foreign print media such as the London Financial Times. The clippings cover Bank activities and developments, global economic and development events, Annual Meetings and Annual Reports, statements, speeches and trips of the Bank Presidents beginning with President Eugene Black, IDA, Bank personnel, and World Bank anniversaries beginning with its tenth anniversary. There are weekly press reports containing clippings beginning fromNovember 1976 to 1979. The earlier press clippings dating from 1949 were created by the Public Relations Department led by Director Harold N. Graves who served from November 1950 to 1967. Another set of photocopied press clippings relating to Bank activities and its major meetings and conferences were maintained by the News Bureau of the EXT Media Division. These files predominantly date from 1994 to 1998, however, there are two files with information on IDA from 1962 to 1996, and World Bank project summaries from 1977 to 1979. Press clipping files also include a scrapbook on various Bank issues in India in 1957, and press reports, also referred to as news bureau dissemination reports, dating from 1994 to 1998, that provide summaries of news articles, editorials or letters to the editor about the Bank and its activities. Many of the dissemination reports include an attached memo from the Media Division (EXTME) to the External Relations Vice Presidency (EXTVP) that reports on preparation, major EXT activities, media coverage, and lessons learned. The dissemination reports also contain all press releases, briefings, talking points, and letters to the editor, all related to the event, as well as an analysis of media coverage for internal use by EXT to provide a brief overview of media perception and to examine stories for accuracy and thoroughness. Press clipping files also occasionally contain typed translations of foreign news articles and World Bank news releases.

The series also contains compiled reference material including country articles, financial statements, and case books used for internal or public information, created by the Information and Public Affairs Unit (IPA) in the 1960s and 1970s. Country Article files, dating from 1967 to 1972 (predominantly 1970-1972), contain summaries or information reports appended with financial data about developed and developing countries, basic country data and background on its economy, history of Bank operations in the developing country, and figures on Bank loans and IDA credits. For developed countries, the report includes a summary of the country's history of its relationship with the World Bank Group, Bank's borrowings in the country, disbursements, and the country's goods/services contributed to Bank-funded projects and Bank loans.

Other reference files contain: financial statements for World Bank, IDA and IFC, 1966-1967; policy documents including Board papers 1973-1976; a file titled "Irreverent Inquiries" that provides responses to common Bank queriesand criticisms; and an IDA Briefing Book prepared in 1977 that explains Bank policies on a variety of topics. The IDA Case Books from 1961 to 1974 created by IPA include information on a variety of topics, including: IDA replenishment; health and nutrition; and IDA's relationship with the United States government. There is also a list of IDA publication credits from 1961 to 1969. The series also contains Annual Meeting files, 1966 to 1977, compiled for the Special Guests Office including lists of external and press attendees, as well as administrative correspondence on press attendees' attendance and accommodations.

Also included in the series are Public Relations general files, dating from 1947 to 1968, mostly containing correspondence of the Public Relations Department. Records include copies of memoranda and letters, meeting minutes and summaries, handwritten notes, and working documents relating to: the Bank's public relations-related activities such as articles and speeches given by the Bank President and senior staff; leaks in the press; marketing; film and radio production; the first meeting of the Committee on Information, February 20 1947, which examined the Bank's communications and relationship with the press, as well as the Ad Hoc Committee on Internal Information from 1951. There are also yearly reports outlining all publications, press releases, and speeches by Bank staff. A small volume of files relate to the production of Bank posters, Annual Meeting exhibits, and the Bank's participation at International Exhibitions (Expo) as part of the UN family pavilion. The exhibit files contain original invitations to the exhibition, copies of minutes of the UN Expo Committee meetings, copies of outgoing letters and cables to government organization officials and United Nations headquarters, and printed materials from external organizers. There are also two files relating to the Bank's participation in the Washington World Conference on World Peace Through Law held in Washington, DC in September 1965.

Technical assistance

The series contains records relating to technical assistance projects that were managed by the International Relations Department's Technical Assistance Division (TAD) and its predecessors. The functions of technical assistance coordination and United Nations liaison were the responsibility of the Technical Assistance and Liaison Department (TAL) from 1946 to 1961. TAL was terminated in 1961 and these functions were transferred to the Technical Assistance Division (TAD) of the Development Services Department and subsequently to the External Relations Vice Presidency as part of the newly formed International Relations Department (IRD) in 1973. Records in this series are predominantly from 1973 to 1983.

The majority of the records in this series relate to technical assistance projects that are almost entirely funded by the United Nations Development Programme (UNDP) or its predecessor, the UN Special Fund (UNSF), but administered and executed by the Bank. A very small portion of the series relates to technical assistance directly supporting Bank Group lending operations.

Records document TAD and its successor TAL's role in coordinating technical assistance between the Bank's operating departments and UNDP and UN or, for Bank-funded projects, between project consultants and Bank departments. Records consists of correspondence and supporting documents that cover the appraisal and negotiation of proposed projects in addition to the project's administration. Topics include: payments and use of funds; budget revisions; TA consultants contract arrangements; and project evaluation and reporting.

Correspondence is between TAD and the respective World Bank regional or sector departments or vice presidencies, UNDP and other UN officials, senior government officials, and project manager consultants and includes copies of outgoing memoranda, letters, telexes and cables. The correspondence is filed with project documents and includes: proposals and plan of operation; contracts; externally-produced reports, many issued by UNDP; Bank project evaluation draft reports and final reports; newspaper clippings; and occasionally plans and diagrams. A portion of country files that are labelled 'Miscellaneous' contain correspondence and supporting proposals for projects requested by the government for UNDP assistance and were sent by UNDP officials for Bank comment.

Also included in the series are IRD correspondence files relating to general technical assistance administration and procedures. Records include copiesof outgoing memoranda between IRD senior staff including Director Shirley Boskey and successor Shahid Javed Burk as well as TAD Chief Vincent J. Riley, senior advisors, and other Bank staff. Some correspondence is authored by IRD Directors or other senior staff to be sent by World Bank President McNamara or Clausen, or Vice President of External Relations Jose Botafogo. A portion of the correspondence is also with external bodies including UNDP officials. Series also contains semi-annual reports on the Bank's technical assistance activities and other ad hoc reports as well as files related to UNDP's annual General Council meetings (1975-1976).

Although the technical assistance function was transferred from IRD to the regional vice presidencies in 1981, a few correspondence files in this series extend to 1986 and reflect IRD's continuing function in advising on operational activities with UNDP and UN bodies. Files from this period contain copies of outgoing memoranda and reports about technical assistance projects managed by UNDP, discussion of the relationship of technical assistance advisors with UN Resident Coordinators, and communication on country projects as well as a copy of World Bank Technical Paper WTP23 "Twinning of Institutions: Its Use as a Technical Assistance Delivery System", released in 1984.

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.

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.

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.

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
  • Series
  • 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.

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.

Chronological files

Series includes Desmond McCarthy's chronological files covering nearly his entire career at the World Bank, beginning just prior to his transfer from the Comparative Analysis and Projections Division of the Economic Analysis and Projects Department (EPDCA) in 1983 to his time as Economic Adviser in the Development Economics Vice Presidency (DECVP) in 1998. Records generally consist of correspondence and memoranda between McCarthy and World Bank colleagues. Correspondence between McCarthy and individuals and institutions external to the Bank are included in lesser number. A significant amount of correspondence relates to the exchange of articles and reports for information, research, and review purposes; as such, articles and reports in final or draft form often accompany correspondence. Terms of Reference and back-to-office reports relating to mission travel by McCarthy and colleagues are included, as is correspondence related to work programs and research projects.

Records created during McCarthy's time as an Economist in the Latin America and the Caribbean Vice Presidency (LCN) between 1985 and 1988 are plentiful and primarily relate to his work as country economist for Argentina. Records relate to McCarthy's authorship or review of Argentina's Country Program Paper (CPP) and Country Economic Memorandum (CEM) and related discussion and research on macro-economic issues including: trade, financial sector reform, public sector expenditure, economic recovery and growth, and debt management. Records also relate to a variety of new initiatives in Argentina including a Cofinancing Task Force, debt equity swaps, and a significant refinancing package. Records also include periodic economic updates on Argentina.

Records relating to McCarthy's time in the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department (IEC) between 1988 and 1992 include research on and discussion of a variety of topics including: World Bank-International Monetary Fund (IMF) relationship; impacts of the 1990 Middle East crisis on development; global economic outlooks; global capital shortages; and the environment and the world economy.

Records relating to McCarthy's work as an Economic Adviser in the Development Policy Group (DPG) between 1992 and 1993 primarily relate to his contribution to and review of Country Strategy Papers (CSPs). Substantial records relating to CSPs for Kenya, Columbia, Chili, Bulgaria, Poland, and Indonesia are included in this series. Comments by McCarthy on drafts of CSPs for other countries are also included. Records relating to McCarthy's participation in Paris Club Meetings are also included.

Records relating to McCarthy's time as Economic Adviser to the Chief Economist and Development Economist Vice President (DECVP) between 1993 and 1999 primarily relate to his research efforts. Topics include: public sector expenditure; impacts of environment on trade and development economics; and guidance and review of Country Assistance Strategy papers (CAS). Briefs on a variety of topics and countries for senior DECVP staff (including Chief Economists Michael Bruno [1993-1996] and Joseph Stiglitz [1997-2000]) are also included.

Speeches, articles, and conference attendance and participation

Series contains reports and articles authored by McCarthy in both published and draft form. Published materials are usually contained in publications or as published reports. Articles and reports date from throughout McCarthy's employment at the World Bank, including his time as a consultant after his 1999 retirement. A small number of articles contained in this series were published while McCarthy was affiliated with the Massachusetts Institute of Technology (MIT) in the late 1970s. Topics of the articlesare wide-ranging, but generally relate to country economic profiles, consumer behavior in developing countries, and the agriculture and nutrition sectors.

Series also includes a number of reports published by the World Bank and authored by World Bank staff and consultants other than McCarthy. A small number of development-related speeches authored by individuals external to the World Bank are also included.

Records related to seminar attendance and participation by McCarthy are included in this series.Records include text and slides from presentations by both McCarthy and others. The most common topic of articles, reports, and conference materials is the environment and its effect on and role in development economics. Other topics include structural adjustment and country economic profiles.

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

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

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

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