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Series

Chief of Staff and Middle Office files

This series consists of records created and received by the Office of the President's (EXC) Middle Office. The Middle Office was responsible for managing the president's activities, including mission travel, meetings, and appearances; this included confirming trip dates, planning trips, and planning briefing books and pre-trip briefings. The office also supported the president's participation in speaking engagements and press conferences, including speechwriting. It also received and managed photographs, press clippings, and other memorabilia. The president's chief of staff, who headed the Middle Office, played an advisory role to the president.

Series consists of chronological files of Rachel Lomax who served in the role of President Wolfensohn's chief of staff from September 1995 to August 1996. Records primarily date from September and October 1995. A small number of materials date from July 1995. Lomax's chronological files primarily consist of incoming correspondence addressed directly to Lomax or received by her as courtesy or for her information. Lomax organized her chronological folders according to recipient and/or broad groupings of WBG organizational entities such as vice presidents, executive directors, Office of External Relations (EXT), and Office of the President (EXC). Topics contained in each of these groupings often overlap. They include: 1995 Board of Governors Annual Meeting planning; planning for other meetings involving President Wolfensohn, including the Development Committee and meetings and retreats with executive directors; planning for President Wolfensohn's mission travel; responses to correspondence and invitations received by the president; drafting speeches for President Wolfensohn; division of responsibilities in EXC; debt and debt relief; WBG operations, specifically potentially controversial projects; organizational restructuring or reorganization; and various other topics. Records relating to EXT and EXT Vice President Mark Malloch Brown primarily consist of press clippings forwarded to Lomax by EXT, but also include records relating to various activities of President Wolfensohn, including meetings, speeches, and press availability.

A small amount of correspondence between Lomax and external individuals is also included. This correspondence primarily relates to information sharing and invitations to events, although some relates to various topics involving President Wolfensohn and the Office of the President.

A chronological file relating to Josie Bassinette, assistant in the Office of the President, is also included. Records relate to topics in her purview and primarily take the form of internal and external correspondence. Bassinette's areas of responsibility included vice presidential unit (VPU) meetings, Board of Governors Annual Meetings, Board of Executive Directors and Secretary's Department, Controllers, personnel, legal, and WBG operations. Correspondence dates from January 1996 to October 1996. A small amount of memoranda and notes to President Wolfensohn are also included.

Also included in this series are subject files stored in the Middle Office classified as "strictly confidential". It is likely that most of these records were created or received by Xavier Coll, who served as President Wolfensohn's chief of staff from December 2001 to October 2004.

Subject file records date from 1999 to 2005 (predominant April 2001 to December 2004) and cover a number of topics in various forms, including: a draft work program for the faith and ethics agenda; correspondence andupdates from the WBG Office of Ethics and Business Conduct, Department of Institutional Integrity (INT), and Conflict Resolution System; briefing materials for President Wolfensohn's meetings with executive directors, Multilateral Investment Guarantee Agency (MIGA) staff and from meetings on the WBG anti-corruption strategy. Records related to performance evaluation of WBG vice presidents and EXC staff, including managing directors, are also included as are records related to the hiring of the MIGA Executive Vice President in 2003. A Memorandum for the Record authored by WBG Managing Director Mamphela Ramphele is included and consists

of a survey of her contributions to the WBG and a selection of speeches and articles authored by Ramphele. Other topics discussed in the subject files include: correspondence unit activities, presidential succession, presidential security, EXC budget, and 2002 and 2004 WBG staff surveys.

Subject files

Records relate to Conrad's role as senior adviser to President Wolfensohn from 1995 to 1997. Records specifically relate to subjects on which Conrad focused during his time at the World Bank Group (WBG). These include, but are not limited to: Multilateral Guarantee Investment Agency (MIGA); International Finance Corporation (IFC); infrastructure financing; WBG staff pension; guarantees, including the Guarantee Action Plan (GAP) Working Group, which Conrad contributed to; and WBG financing. Records relatingto Conrad's participation in President Wolfensohn's Executive Committee (EXCOM) meetings in 1996 and 1997 are also included.

Records primarily consist of internal communications in the form of memoranda, email, draft reports, and Board documents. A videotape titled World Bank Strategic Forum: A New Budget Process for the New Bank is included as are four audiotapes from the second CEO gathering at the World Bank Group from March 1998. Handwritten notes by Conrad are also included.

Copies of outgoing letters and faxes authored by Conrad and others are included. The latter includes external correspondence to and from President Wolfensohn. A small collection of newspaper clippings relating to topics of Conrad's interest are included, as are a small number of external publications (brochures, journals, etc.)

Records of Economic Advisor Irving Friedman

Irving Friedman maintained these files on the Bank's cooperation with the United Nations Conference on Trade and Development in developing a supplementary financing scheme. The scheme was conceived as a response to the instability of commodity prices that frequently led to unexpected shortfalls of export earnings in developing countries. The aim was to have supplementary financing cover these shortfalls through soft loans to shield the development programs of the developing countries. IBRD/IIDA supplementary financing would offer longer-term assistance, as opposed to the International Monetary Fund's short-term compensatory financing facility.

The records include correspondence with UNCTAD, memoranda, drafts, handwritten notes by Friedman and others, meeting briefs, agendas, speeches, and official documents from UNCTAD, IMF, and IBRD on supplementary financing. The general correspondence is principally between Friedman, other Bank managers, and UNCTAD officials, especially Raul Prebish and Manuel Perez-Guerrero, Secretary Generals of UNCTAD, and Sidney Dell, Director of UNCTAD. The meetings files relate to meetings of UNCTAD, the UNCTAD Committee on Invisibles and Financing related to Trade, the Intergovernmental Group on Supplementary Finance, the Development Advisory Committee, and meetings within the World Bank. Friedman filed into the file on a meeting both documents that pre-dated the meeting and documents from activities subsequent to the meeting, so researchers will need to read through the sub-series on meetings in order to find all the items about one meeting.

In addition, three files on stabilization of prices for primary commodity products, transferred to the World Bank Group Archives separately from those on supplementary financing, are found at the end of the series.

Presidential chronological files of Economic Advisor Irving Friedman

Irving Friedman served as the Economic Adviser to the President from 1964 until he left the Bank in 1970. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series, which Friedman called his Presidential chron files consists principally of Friedman's correspondence with Bank President Robert McNamara, but it also includes some correspondence with other Bank managers and one file on a memorandum from Friedman to President George Woods.

Friedman's 1964 memorandum to Woods is a commentary on an analysis by John C. Bullitt, U.S. Executive Director, of the impact on other funders of an accelerated development assistance effort by the United States Government. The files from 1968-1970 cover topics including the Grand Assize and the Pearson Commission, which were convened to help formulate a new development strategy; population planning; the second IDA replenishment negotiations; supplementary finance and debt rescheduling, among others. Also included are analyses of economic news; some reports of the Economic Committee, which Friedman chaired; reports from program studies units in the Bank; and status reports and briefs on Bank economic activities. The file on McNamara's interview consists of background information assembled for him and suggested answer to questions, particularly on financing for the Bank, borrower indebtedness and the Bank as a development institution. In addition there is one file on a commodity study and one file of minutes and matters outstanding from meetings of the Economics Group Directors, chaired by Friedman, between September 1969 and August 1970.

Executive Committee minutes

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

Speeches

This series consists of two subseries: President Conable's addresses and opening remarks at the Annual Meetings between 1986 and 1991, and a chronological set of speeches during the course of his Presidency. The files include correspondence, drafts, press releases, agendas, talking points, and background information about the organization or meeting to which Conable was speaking. Two speech file folders are empty, and the series appears to be incomplete.

A copy of a speech by Michel Camdessus, the Managing Director of the International Monetary Fund, is included with the 1989 Annual Meeting speeches.

Liaison files - Non-governmental and international agencies

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

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

Administrative files

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

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

Transition Correspondence

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

Photographs

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

Chronological file

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

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

Work program and budget management

Series consists of records maintained by Bock related to formulating and monitoring unit budgets and work program planning. The records cover the period during which he was director of the following departments: Financial Policy and Analysis (FPADR), Debt Management & Financial Services (DFS), and Operations Staff, Office of the Senior Vice President, Operations (OPNSV).

Records include memoranda between Bock and units reporting to him, and the Bank's budget units. Also included are budget submissions, data tables, and reports including a retrospective review of Fiscal Year 1991. A single file relates to program coordinators meetings.

Scrapbook

The contents in this series were possibly given to Rosen when he retired from the World Bank Group (Bank Group) in 1969. It contains photographs, as well as newspaper clippings, that cover Rosen's career and activities at the World Bank and International Finance Corporation (IFC): signing of IFC?s and IDA?s Articles of Agreement by various countries; signing of IADB (Inter-American Development Bank) and IFC investment agreement to assist the program of Compania Manufactura de Papeles y Cartones in Chile onNovember 26, 1962; Rosen?s visits to various corporations and factory sites in Japan and Korea; annual meetings in the 1960s; meeting of Bank Group?s Executive Directors with President McNamara on April 11, 1968; and many more.

Correspondence

This series contains fragments of John J. McCloy's correspondence with political leaders and prominent businessmen during his time as President of the World Bank from March 1947 to May 1949. The most substantial bodies of correspondence are with Emilio G. Collado, U.S. Executive Director of the World Bank, 1946-1947; Russell C. Leffingwell, Chairman of the Executive Committee of J.P. Morgan and Co. Inc.; and Bernard H. Baruch, American financier and stock investor.

The correspondence with Emilio Collado consists of letters and memoranda to McCloy regarding World Bank activities, including excerpts from memoranda Collado prepared for U.S. Secretary of State Dean Acheson and a document entitled "Note Relating to a Debt Limit" dated May 1947. McCloy's correspondence with Russell C. Leffingwell includes substantive comments on topics related to the Bank and its operations, such as money stabilization, sterling devaluation, the Bank's lending philosophy, and the prospects for European recovery under the MarshallPlan. Letters to and from Bernard H. Baruch include: a letter related to an Export Import Bank loan to England; a letter sent by Baruch to John Snyder, U.S. Treasury Secretary, on how to stimulate production in the world; and a copy of McCloy's memoranda to Snyder on lending.

Also included are McCloy's answers to questions from U.S. House of Representatives member Howard Buffet and U.S. Senator Leverett Saltonstall. Finally, a letter from Secretary of the Treasury John Snyder forwarding an August 1947 memoranda by U.S. President Harry Truman is also included. It concerns U.S. Ambassador to Chile Claude Bowers' complaint about Wall Street control over the operations of the Bank.

Country correspondence

The country correspondence files contain miscellaneous correspondence with persons and businesses from particular countries, mostly for the period after Woods' tenure as Bank President. They include invitations, thank you letters,travel arrangements and some printed brochures. In the Pakistan file is a set of material relating to the groundbreaking ceremony for the Tarbela Dam in November 1968.

Travel files

The travel files are for foreign trips exclusively. They include both trips undertaken for specific operational purposes, such as raising funds for IDA and promoting bond issues in Part I countries and encouraging the establishment of development funds, banks and agencies, and trips undertaken for ceremonial activities, such as the groundbreaking ceremony of an Aluminum Smelter in Ghana. Individual trips files may include handwritten notes President Woods took during meetings with heads of state and other dignitaries, speeches, and frequently memoranda to files summarizing the purposes and highlights of important meetings, as well as invitations, acceptance and thank you letters, background or formal briefing papers on the politico-economic situation of the countries visited, itineraries, agendas, programs, flight schedules, information on lodgings and tourist attractions, maps, and newspaper clippings.

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.

LCR Social Development Unit and Environmentally and Socially Sustainable Development Unit chronological files

This series consists of the incoming and outgoing correspondence and memoranda created and compiled by Davis when he served as Sector Manager in the Environmentally and Socially Sustainable Development Unit , Latin America and Caribbean Region (LCSES), 1998-1999, and as Sector Manager in the Social Development Unit, Latin America and Caribbean Region (LCSEO), 2000-2004. The correspondence comes from external agencies, institutions, and individuals outside of the World Bank, which are inquiring about potential employment, or are interested in Davis's research or work related to indigenous rights, the environment, sustainability, Latin America, and the Caribbean. Other correspondence addresses collaborative initiatives, working groups, and panels Davis took part in, or for which he received invitations. The remaining correspondence and memoranda are internal communications related to Davis' work in the Bank, including oversight of development projects compliance to social safeguard policies, indigenous policy development, and collaboration with project partners, authorities, and local communities.

Country files

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

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

External Affairs

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

Subject files

Series contains subject files on various topics and organizations related to the energy and environment sectors and other areas relevant to Maurice Strong's role as senior adviser to World Bank Group (WBG) President James Wolfensohn. Topics include, but are not limited to: energy sector; water sector; environment sector; climate change; forests; biodiversity; the "Greening of the Bank" initiative; WBG's Strategic Compact; Consultative Group for International Agricultural Research (CGIAR); Multilateral Investment Guarantee Agency (MIGA); Economic Development Institute (EDI); and the Global Environment Facility (GEF). Series also includes general files related to the Environmentally Sustainable Development Vice Presidency (ESDVP) as well as correspondence between ESD Vice President Ismail Serageldin and Strong.

Records consist of information shared within the institution as well as resources received from external partners and other sources. Specifically, records include WBG authored background notes and papers, externally authored reports, press releases, slides and talking points for presentations, transcripts of speeches by WBG officials and external individuals, materials from conferences, invitations to participate in meetings and events, and correspondence and email.

Also included in this series are records related to an article drafted by Strong for inclusion in the United Nations Environment Programme (UNEP) journal Our Planet entitled "The Way Ahead". In addition, records relating to the WBG's involvement in the launch of WETV, a new broadcast television network, are also included.

Newspaper and magazine clippings are also included in this series and focus on topics related to Strong's work areas; some articles reference Strong specifically.

Contacts - Member Countries files

The Contacts - Member Countries files are the record of President McNamara's meetings with famous individuals, representatives of member countries other than the United States, and representatives of organizations (e.g., Executive Directors, Annual Meeting delegates, heads of States and organizations, government officials, parliamentarians, bankers, businessmen, industrialists, economists, journalists). The files contain minutes of meetings, briefings, questions and answers for press interviews, background material and some correspondence.

Although the minutes were generally prepared by staff from the concerned region or the Personal Assistant to the President, the files contain many memoranda of conversations and notes on meetings and visits drafted by McNamara, some handwritten. Also in McNamara's hand are a number of points to discuss for meetings and annotations on the briefs prepared by staff. Among the items personally drafted by McNamara are notes of, or for, meetings with King Baudouin (1969), Pierre Trudeau (1976), Anwar Sadat (1975), Georges Pompidou (1969), Valery Giscard d'Estaing (1972, 1975, 1979), Karl Otto Poehl, Hans Dietrich Genscher, Helmut Schmidt (1975), Indira Gandhi (1973), the Shah of Iran (1973), Felix Houphouet-Boigny (1969), Takeo Fukuda (1978), William Tolbert (1973), Nicolae Ceausescu (1968), Leopold Senghor (1969), Alec Douglas-Home (1972), Edward Heath (1973), U Thant (1969), Joseph Mobutu (1972).

Barbara Herz chronological correspondence files

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

WID operational support records

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

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

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

Chronological files

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

PSP/PGP Director's subject and activity files

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

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

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

PSP briefing letters for World Bank Senior officials

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

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

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

Benjamin B. King

Chronological files

The series contains chronological records created by the Industry and Energy Department (IEN) and its subordinate units and predecessors, including those forwarded to the IISC.

Many of the files maintained in the IISC are thin, some containing a single piece of correspondence. The IISC presumably implemented a file classification system that organized files by the creator unit code indicated on the physical folders. Files were subsequently titled by country, subject, or less frequently, general. Countryfiles are secondarily labeled as subsector (energy, power, gas, oil, etc.), by project title and loan or credit number, or general. The unit codes identify the correspondence as sent and received by the following: IEN DR (Office of the Director), IEN ED (Energy Development Division), IEN EP (Energy Policy and Strategy Division), IEN OG (Oil and Gas Division). The chronological files also include correspondence regarding the Energy Sector Management Assistance Program (ESMAP) when the program was carried out by IEN divisions in the 1980s and when ESMAP operated independently from IEN between 1991 and 1992. ESMAP-related files are organized within the folders of the responsible IEN units designated by the above-mentioned unit code.

There is also a set of IEN general chronological files (1987, 1992 - 1996, predominant 1994 - 1995) that includes correspondence of various IEN units and their activities including Industry and Mining (IENIM), Telecommunications and Informatics (IENTI), and others. This set is organized chronologically by year.

Correspondence consists of outgoing internal memoranda, letters, hard copies of All-in-1 messages, facsimiles, telexes, and attachments. Much of the correspondence is between division staff, and with regional technical units. Other letters, facsimiles, or telexes are addressed to consultants, United Nations agency officials, and other development partners involved in projects or other collaborative activities.

A large portion of the files relate to ESMAP activities carried out by IEN departments, including assessment missions, project reconnaissance and identification missions, pre-investment studies and ESMAP program liaison with the United Nations Development Programme (UNDP). UNDP files are physically labeled with the alphanumeric project numbers. UNDP files consist of correspondence with the UNDP Division for Global and Interregional Projects, UNDP resident representative, or Bank regional staff related to ESMAP country assessment mission staffing and arrangements including with consultants, bilateral donor trust fund contributions, funding of assessments, comments on reports, knowledge and learning activities, project issues, and project meeting summaries also involving regional staff. Specific topics include household energy, fuelwood pre-investment studies, Arun Hydroelectric Project, coal conversion, coal energy efficiency and specifically in the tobacco and tea industries, energy efficiency and pollution control, national sector power development, natural gas development and import, energy planning and management, and others.

There are also files related to: Bank lending projects including energy efficiency and conservation; gas flaring reduction; gas pipelines and urban transport; environmental management; Bank and IEN reorganizations; work program; budget; special grants and donors; conferences and workshops; dissemination and training; policies and procedures of energy units and products; and local committee files which relate to sector board minutes and correspondence and other IEN committees and working groups. Notable individual files relate to the 1993 Oil and Gas Division, Industry and Energy Department (IENOG) reorganization, the Organization of Petroleum Exporting Countries (OPEC), Overseas Development Institute (ODI), and national development agencies.

The record types occasionally filed with the correspondence include: back-to-office reports; mission and consultant Terms of Reference (TORs); ESMAP Activity Initiation Briefs (AIBs) authored by energy sector units; ESMAP final draft (yellow cover) review reports; ESMAP conference reports; conference or training seminar agenda; draft and final aide-memoires detailing summary of issues and recommendations; post-mission issues papers; project status reports; revised and final budget sheets; proposals; and Bank technical reports.

The series also contains incoming and outgoing correspondence (1987 - 1990), mainly telexes and facsimiles, that were predominantly created and received by the Energy Efficiency and Strategy Unit (IENEE), Household Efficiency Unit (IENHE), and successor units including Energy Department (EGY) units. These records largely reflect ESMAP activities and include correspondence with government ministries, bilateral and multilateral donors, Bank resident offices, and UNDP officials regarding matters such as: ESMAP projects; notification of submission of studies or reports; notification and status of assessment missions and follow up plan; status of UNDP-financed projects and UNDP contributions to energy assessments; financial contributions from donors; donor representatives participation in workshops; status requests from consultancy agencies; meeting arrangements; and routine administrative matters.

PRMPO and PRMPR Trust Fund Cycle project records

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

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

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

Secretariat's Copies of Policy Papers and Minutes of Policy Review Committee Meetings and of Staff Review Meetings

The Policy Planning and Program Review Department staff (Pedro-Pablo Kuczynski, Frank Vibert, and Shahid J. Burki) served as the secretariat for the Policy Review Committee (PRC). This series contains the secretariat's set of policy papers and the notices of meetings and minutes of staff review meetings and of Policy Review Committee meetings at which the policy papers were discussed. The policy papers, which were drafted by various units throughout the Bank, were distributed for review at the PRC stafflevel or by the Policy Review Committee as a whole or were widely distributed throughout the Bank for comment or for information purposes prior to consideration by the Executive Directors. The files contain the various versions of a paper as it proceeded through the review process. The policy papers cover a broad range of subjects: sector issues, project costs overruns, the lending policies and practices of IDA, the World Bank's approach to interest rates and credit allocation issues, and the establishmentof the Third Window.

Background Materials, Memoranda, and Drafts of Research Papers

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

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

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

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

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

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

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

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

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

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

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

Files Regarding the Publication and Dissemination of Research Products

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

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

Director and Front Office records

Series consists of records created and maintained by the front office of the Population, Health and Nutrition Division (PHRHN) and predecessor units that date from 1968 to 1992, including the Population Projects Department (PNP) in existence from 1969 to 1972. The records document the activities of the office in overseeing the population, health, nutrition portfolio and strategy, directing the research and policy work of the department, and managing the Bank's relationship with external partners in the sector. Records cover the tenure of the following directors: Dr. Kandiah Kanagaratnam (1969 - 1979); Dr. John R. Evans (1979 - 1983); John D. North (1983 - 1987); and Ann O. Hamilton (1987 - 1993).

The series is primarily comprised of subject files. Types of records within the files include, but are not limited to: internal memoranda between the department, divisions, Bank president, and other Bank departments; incoming and outgoing letters; back-to-office reports; terms of reference; draft and final research study and concept papers; Board and committee meeting records; panel reports; demographic and country briefs; minutes or summaries of meetings; research proposals; copies of journal articles; and external reports.

A large volume of records relate to the department's relationship and collaboration with international organizations, universities and research institutes, national aid agencies, private foundations, and Nongovernment Organizations (NGOs) during the years 1968 - 1983. Organizations include, but are not limited to: American Public Health Association (APHA); United Nations (UN); United Nations Children?s Fund (UNICEF), United Nations Population Fund (UNFPA), United Nations Educational, Scientific, and Cultural Organization (UNESCO) and committees; World Health Organization (WHO); Population Reference Bureau; Population Service International; European Economic Community and European Parliament; World Population Society; Harvard University; Ford Foundation; Asian Development Bank; Smithsonian Institute; Rockefeller Foundation; Population Council; and United States Congress. Liaison correspondence details operations between the sector and partners, summaries of meetings, participation in Bank missions, coordination of aid and perspective investments in countries, comments on papers, and exchange of information on various health topics. A smaller volume of records relate to the sector's involvement in collaborative disease-prevention programs (1973 - 1983) such as the Onchocerciasis Control Program (OCP, or river blindness) that was administered within the Africa Regional Vice Presidency.

Other records relate to: the work of the external panels and review groups and the Bank's follow-up, such as the 1975 Board-appointed External Advisory Panel on population chaired by Dr. Bernard Berelson; formulation of the 1973 nutrition policy and 1974 health policy; conferences, seminars, lectures, and trainings organized or attended by the Director and staff; population and health lending program; project supervision and disbursement; research and policy papers prepared by the department, such as contraceptive research and development and Kenya health and worker productivity studies; World Development Report (WDR); and specific health topics including public health, environmental health, and HIV/AIDS. The correspondence regarding HIV/AIDS dates from 1986 to 1988, prior to the time when the Bank formed the HIV/AIDS Global Program Unit under the Human Development Network, in 2002. The series also contains two files relating to education and educational projects (1970 - 1980).

Records maintained by Ann O. Hamilton, director, Population and Human Resources Department (PHRDR) who served from 1987 to 1992 include correspondence with the Bank president (1987 - 1992) as well as correspondence and other records related to: the Bellagio Conference of the Task Force on Child Survival (1987 - 1988); FY 1989 and 1990 annual sector review; work program FY 1991; and HIV/AIDS (1988).

Series also contains records maintained by Dr. Anthony R. Measham from 1981 to 1987 while he served as public health specialist, PHND3 (1982 - 1984) followed by health adviser in the director's office (April 1984 to May 1988) prior to becoming division chief, PHRHN 1988 - 1992. Measham's records primarily relate to his economic research and involvement in external partnerships in the health sector as well as participation in conferences, seminars, and workshops. Records include: internal memoranda; letters; cables; reports and studies authored by Meashamand others; briefing notes; conference press kit as well as draft conference program, workshop proposal, and participants list; and minutes of meetings of the Task Force for Child Survival on which Measham served as the Bank representative. Memoranda is mainly between Measham and PHN divisions, and correspondence is with colleagues external to the Bank such as task force representatives, some letters detailing the Bank's support and views. Specific topics covered in the files include Tobacco Working Group,maternal mortality, WHO programs and strategy, health sector survey, and the first Safe Motherhood conference in February 1987. Measham and Division Chief Barbara Herz, Women in Development (PHRWD), participated in coordinating Safe Motherhood conference donors, participants, and prepared papers to be presented at the conference. The conference was followed by Measham and Herz's World Bank Discussion Paper publication The Safe Motherhood Initiative: Proposals for Action no. WDP 9, published in May 1987. There are also records related to Measham's recruitment and management of staff and consultants. The health sector survey file contains material in Chinese such as surveys and research data regarding hospital costs.

Also included in the series are several correspondence files (1974 - 1986) authored by department senior management and advisers that were originally sent to the Non-Regional Information Center (NRIC) and arranged under the Bank-wide classification. Files are titled 'health', 'population', 'nutrition', 'external advisory panel', and 'general' and include mostly memoranda and letters that cover the various sector activities such as policy work, research, review of projects, and partnerships. Much of the correspondence is between director and division chiefs, and Operations Vice Presidency (VPOPS) and some is with external agencies, mostly within the United Nations family. Reports, discussion papers, and guidelines are occasionally filed with the correspondence.

A small volume of records in the series relate to the management of the division, work plan, 1975 relocation of the nutrition division, management team meeting minutes (1987 - 1990), and involvement in the Board of Governors Annual Meetings.

Liaison, partnerships and program collaboration

Series consists of records related to collaborative activities and partnerships between the Industry and Energy (IEN) Department units and mostly external organizations, but liaison with Bank Group institutions and internal committees as well. Records cover the period from 1975 to 2013 and provide information about common initiatives with partners, director and senior staff participation on high-level committees or events, and development of collaborative global programs. Most records relate to the energy sector, but content within certain files frequently includes the industry and mining sectors as well. See the arrangement note below for more information.

Liaison with external organizations

The series contains records organized by external organization or Bank Group body, including the International Energy Agency (IEA, 1993 - 1996), Organization of the Petroleum Exporting Countries (OPEC, 1975, 1986 - 1988), non-governmental organizations including Bretton Woods Committee (1992 - 1997), Solar Development Corporation (1996 - 1997), the International Finance Corporation (IFC, 1991 - 1992), Economic Development Institute (EDI), now World Bank Institute (WBI, 1994 - 1996), Enron (1993 - 1996), Organizacion Latinoamericana de Energia (OLADE, or Latin American Energy Organization, 1988 - 1990), European Bank for Reconstruction and Development (EBRD, 1991), and other research institutions, private foundations, and United States government agencies. A file on the G7 Nuclear Safety Working Group discusses the Chernobyl, Ukraine nuclear plant closure and energy strategies.

These records were primarily maintained by the Power Development, Efficiency & Household Fuels Division (IENPD) and the Office of the Director (IENDR). Files contain internal memoranda, All-in-1 messages, and letters between IEN units and representatives of organizations regarding arrangement of and discussion at meetings, discussion of partnerships and current or potential collaborative activities preparation of implementing agreements, information about ESMAP activities, and knowledge sharing. Other memoranda are between IENDR and Finance and Private Sector Development Vice Presidency (FPD) and other Bank departments including the Office of External Relations. Memoranda are also occasionally in the form of Terms of Reference (TORs) and back-to-office reports, describing events attended. Some files only contain United Nations agency reports and other external annual reports, press clippings, or booklets as reference. A single file consists of a 1975 preliminary briefing note on OPEC regarding optimal pricing policies for OPEC among the records.

Also included in the series are a set of records originally maintained in the Energy and Industry Information Center (EISIC, 1975 - 1987). Most of the files concern the Bank's relationship with United Nations Development Programme (UNDP) and contain general correspondence with UNDP (1975 - 1987). Some liaison files reflect joint initiatives between the EGY and Industry Department (IND) departments when they were two separate departments under Energy and Industry Staff Vice Presidency (EISVP).

Other record types consist of copies of Board documents, draft Memoranda of Understanding (MOUs), meeting and seminar agenda, meeting minutes and summaries, presentation slide hard copies, concept papers, TORs, curriculum vitae (CVs), external brochures and reports, and copies of Congressional committee papers.

Global Gas Flaring Reduction Partnership (GGFR)

A large volume of records in the series (2001 - 2013) relate to the Global Gas Flaring Reduction Public-Private Partnership (GGFR) that originated in 2002. Records document the origins of the Bank Group-led Gas Flaring Reduction Initiative in collaboration with the Government of Norway and the role played by the joint Bank and International Finance Company (IFC) department, the Oil, Gas, Mining and Chemicals Department (COC), and its Policy Division (COCPO), later the Sustainable Energy, Gas, Oil, Mining unit [SEGOM]). COCPO was central to planning and organizing the Oslo 2002 conference and discussion of the GGFR Terms of Reference (TORs), arranging subsequent conferences and stakeholder consultations, and preparing and disseminating GGFR studies and reports. Most records were maintained by GGFR Program Manager Bent Svensson who led the task team responsible for implementing GGFR activities and liaising with stakeholders in coordination with the GGFR secretariat.

Correspondence records consist of draft and final outgoing letters, facsimiles, and email hard copies, including invitations to GGFR members and facsimiles sent by IFC Executive Vice President Peter L. Woicke and jointly authored letters with partner European Bank for Reconstruction and Development (EBRD) inviting attendees to workshops, forums, and similar events. Other correspondence is with consultants recruited to conduct gas flaring studies and internal hard copy emails regarding meeting planning, launching events, and press arrangements. Other records filed with correspondence include: draft and final TORs including for the GGFR partnership; summary action plans and activity descriptions; draft country profile information including summary of Bank work activities; progress and final reports; consultation briefing notes; agenda and meeting summaries with stakeholders and partners; data tables; budget sheets; GGFR promotional materials such as brochures; draft workshop session notes; speeches and talking points; presenter biographies; presentation slides; handwritten notes; and reference material suchas newsletters and webpage hard copies.

A small volume of records relate to financing GGFR activities through a multi-donor trust fund and include: agreements and amendments signed by COC director; initiating brief for trust funds (IBTFs); notice of contributions; letters and hard copy emails with donors or between COC units and GGFR secretariat regarding financing agreements and the transfer and use of funds; quarterly and annual financial reports, and other reports prepared and submitted by Svensson; GGFR steering committee minutes; briefing papers; and confidentiality agreements.

GGFR is governed by a Steering Committee that was chaired by COC Director Rashad-Rudolf Kaldany at its establishment. Steering Committee records (2002 - 2013) were maintained by COCPO and SEGOM in addition to International Gas Flaring Reduction conferences, GGFR regional conferences, and workshops on carbon credits and best practice, standards, and guidelines for flaring reduction. Records include invitation letters, quarterly updates to committee members, agenda, minutes, list of participants, briefing papers, and reports for review. Also included are two files related to the World Summit on Sustainable Development (2002).

Extractive Industries Review (EIR)

Series also contains records related to the Extractive Industries Review (EIR) to examine the role, and future of, the Bank Group in the oil, gas, and mining sectors that was established in July 2001 and led by Dr. Emil Salim. Salim, a former minister of the Government of Indonesia, was appointed by Bank Group President Wolfensohn. Records cover the period 2000 to 2004 and appear to be maintained by both the EIR secretariat and the joint Bank-IFC Oil, Gas, and Chemicals Department (COC), Policy Division, Oil and Gas (COCPO), and the Mining Department director (CMNDR) in support of planning and developing EIR activities. Files relate to EIR activities and events including the planning workshop in Brussels (2001), multistakeholder consultation workshops in Africa, Asia Pacific, Europe and Central Asia, and Middle East and North Africa (2003), advisory group feedback meetings and final workshop (2003), and other meetings. These files, as well as a set of chronological correspondence files, contain mostly email hard copies between the EIR secretariat, consultation participants, and consultants and between COC and IFC senior management and staff. Topics covered in the correspondence include comments on EIR drafts and submissions to the review, nominations for advisory group membership (with participant lists and CVs), representation of regions, comments on consultation workshop reports, budget and trust funds, communications strategy, planning and discussion around Bank Group oil and gas activities, and event administration and logistics. Correspondence between Salim and EIR secretariat discuss managing and planning EIR work, schedule, budget, consultants, sharing of information and articles, status of EIR recommendations and finalizing report, planning of meetings with Bank senior staff, country visits and itineraries, advisory group member selection, and withdrawals of EIR process. There is also correspondence between Salim and Bank Group President Wolfensohn, Director Kaldany, Mining Director James Bond, and IFC officials, discussing EIR activities, meetings, and an amendment to the EIR TORs.

Record types consist of: EIR executive summary recommendations draft outlines; meeting minutes or summaries; lists of participants; hard copies of slide presentations; draft and final EIR TORs; aide-memoire; consultation reports; testimonial reports and transcripts of regional and informal consultations; background papers including one on Bank Group activities in the extractive industries by COCPO; hard copies of slide presentations; handwritten notes; draft and final OED approach paper Evaluation of World Bank Group Activities in the Energy and Extractives sector; external reports, brochures, and articles regarding extractive industries; and more.

A smaller volume of files concerning Salim's project field visits (2000 - 2003) to Asia and Africa (Chad Cameroon oil pipeline project) include a briefing book, and planning records such as: email hard copies of travel arrangements discussion of case studies, outreach and workshops, and Bank group oil, gas and mining investments data; agenda and itineraries; EIR project sheets; country briefs; and external reports, press clippings, and other reference documentation on oil spills and pipelines.

Records are mostly in English with some correspondence and press clippings in French. EIR official reports and stakeholder letters are also in French, Russian, and Spanish.

Committees, task forces, and working groups

The series also contains records of energy sector management and senior staff participation in various external and Bank-wide committees. Most records relate to the International Gas Union (IGU) Council meetings and committees (1988 - 1994) that energy division chiefs participated in, on behalf of the Bank. Energy Development Division Chief Gunter Schramm (IENED) presented in 1989 on the Bank's work in hydrocarbons and future liaison with Bank-IGU. Included in the records are council agenda, minutes, reports, background papers, study proposals, BTORs following meetings, and mostly routine correspondence regarding administrative arrangements.

There are also files relating to the Energy Sector Board (1992 - 1996) created in 1993 and its sub-committee on staffing including meeting announcements and lists of participants, occasionallyagenda and minutes focusing on project updates, reports, position descriptions, and All-in-1 notes regarding board membership, energy policy strategy. Other files relate to the sector's participation in the Multilateral Development Bank Task Force (1995 - 1997), Intergovernmental Panel on Climate Change (IPCC, 1995) and smaller files on Finance and Private Sector Development Vice Presidency (FPD) task forces, advisory committee, working groups on quality enhancement of projects and on large dams (1993 - 1997).

Trust fund program management

A small set of records relate to IENDR, its divisions, and successors' management of trust funds to support energy sector programs and activities in member countries. Three files document the establishment of the Danish Trust Fund for Rural and Renewable Energy and subsequent activities financed by the Government of Denmark (1997 - 2003) including the Africa Rural and Renewable Energy Initiative (AFRREI). Correspondence is filed with Bank-authored progress reports, financial statements, presentation slide hard copies, and other items. There is also an individual file related to an agreement and financial support between the Government of Israel and the Bank for a gas strategy study for Israel (1995).

Reading File of Michael Lav, Economic Adviser, Development Policy Group (DPG) and Bank Liaison to the Paris Club and the Berne Union

The series consists of documents sent electronically by Michael Lav within DEC and to other parts of the Bank; a few documents were sent by other DPG staff and a staff member of PRDTP [Trade Policy Division, Policy Research Department]. The documents relate to Lav's responsibilities as Bank Liaison Officer to the Paris Club and to the Berne Union. Several of the e-mails concern transition arrangements for his successor, Ronald P. Brigish, as Bank Liaison Officer to the Paris Club as well as transition arrangements for the Bank Liaison Officer to the Berne Union. Organizational responsibilities for both were shifted to the International Economics Department (IEC) on November 22, 1993. Several of Lav's documents concern preparations for Paris Club and Berne Union meetings in 1993, papers and statistical information being prepared in the Bank for Paris Club meetings, and arrangements for a 30 November 1993 - 1 December 1993 visit to the Bank of a Berne Union President's Group representing some of the major export credit and investment agencies.

The series also includes documents concerning debt swaps and containing comments on Initiating Memoranda (IMs) for an adjustment operation, an adjustment loan, and a Sri Lanka project, and Country Assistance Strategy (CAS) papers. A November 19, 1993 document from a staff member from the Information, Technology and Facilities Department (ITF) to the Director of the Planning and budget Department (PBDDR) reports on the status of the renovation of the Edward R. Murrow Park (Reservation 30) in front of the World Bank Main Complex.

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

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

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

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

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

International Economics Department (IEC) FY 1992-FY 1994 Budget and Work Program Proposals

This series contains memoranda regarding their work programs and budgets from the IEC division directors to Director D.C.Rao; copies of memoranda that Rao sent the Chief Economist outlining the proposed IEC budgets and work programs; and copies of memoranda from the Chief Economist and his staff outlining the guidelines for the annual budgets.

Memoranda of the Directors, International Economics Department (IEC) Regarding the Planning Assumptions Committee (PAC) Baseline Numbers

This series contains memoranda sent and received by Directors of the International Economics Department (IECDR) regarding the Planning Assumptions Committee (PAC) and the process of revising PAC Baseline Numbers. The Planning Assumptions Committee met twice a year, in the spring and the fall, to review and validate Bank-wide planning assumptions about international prices (particularly of manufactures), interest rates, and related global indicators. These assumptions became the PAC Baseline Numbers that were used in various Bank projections, e.g. in setting price and interest rate guidelines for Bank project work. IEC served as the secretariat to the PAC; the Chief Economist was chair. The memoranda in this series concern ways to improve the PAC process and the methods used to develop the baseline indicators and plans to develop a downside scenario as an alternative to the Baseline Numbers for 1990.

Records of the 1992 Tokyo Trip of D.C. Rao, Director, International Economics Department (IEC)

This series consists of the records that D.C. Rao, Director of the International Economics Department (IECDR), compiled from his trip to Tokyo, April 1 - 10, 1992, to attend the annual seminar on world debt arranged by the Japan Center for International Finance (JCIF). Included are: a copy of Rao's April 14, 1992 Back-to-Office Report sent to Chief Economist Lawrence Summers; a copy of the opening statement Rao delivered at the seminar; and briefing papers Bank staff provided him and Masood Ahmed, who accompanied Rao to Japan, prior to their departure.

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.

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