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

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

Records of the Director, Agriculture and Human Development Division (OEDD1)

Series consists of records created and received by the Director of OED's Agriculture and Human Development Division (OEDD1). Specifically, the series contains records gathered by OEDD1 Director Graham Donaldson, including reports, correspondence, intra-OED memoranda, agendas and minutes of meetings, and seminar outlines. The records generally relate to the extension of OED's influence and the dissemination and use of OED products throughout the Bank, in international organizations, and in other countries. Among the topics covered are: a review of OED reports and advice regarding their publication; policy regarding the dissemination of OED findings and information; the establishment of operations evaluation programs in other countries and in the Inter-American Development Bank; the Bank's coordination with countries and other organizations doing post evaluations of projects fully or partially funded by the Bank; Bank-provided training on program monitoring and evaluation; and the Evaluation Capability Development Program. Included are a number of requests from Bank staff and from non-Bank organizations for specific OED reports. Two large folders on the Joint Audit Committee (JAC) include: intra-OED memoranda regarding the Department's responses to specific JAC inquiries and requests; agenda and minutes of JAC meetings; the OED Director's requests for Donaldson's comments on JAC reports; OED's proposals for the JAC work program; and OED comments on the Report of the Working Group on Project Completion Reports and on the Report of the Task Force on Dissemination and Utilization of OED Findings.

Bound Reports and Studies Maintained by the DGO's Reference Library

The series consists of three sets of leather bound volumes that were maintained in the Office of the Director-General, Operations Evaluation (DGO). Volumes are titled: Annual Reports - Annual Reviews - JAC Reports - JAC Subcommittee Reports (October 1971 - November 1995); Project Evaluation - Project Performance Audit Reports (PPARs) - Project Completion Reports (October 1972 - August 1994); and Special Studies - Impact Evaluation Reports (July 1973 - August 1994).

Subject files

In 1993 Gloria Davis became the chief of the World Bank's Social Policy and Resettlement Division and in 1997 she became the director of the Department of Social Policy. In these positions she directed studies, authored papers, and participated in major Bank task forces and initiatives. This series of files is organized by subject, principally around major topics in social policy. Within each subject the files are chronological and often include background materials used for studies and drafts at various stages of the writing process.

These files are a rich resource for the study of the social policy debate within the Bank. Through the drafts and comments on them, the user can see the varied influences on the final version of a study and the role that Davis played in the outcome. Because many of the topics overlapped, a researcher interested in one topic might find very useful information in another subject file on a related topic.

Clusters of files are found around topics that were the focus of a working group or task force in which Davis participated; see, for example, the files on participation in development by local communities, on safeguards, and on the fiftieth anniversary of the World Bank. In early 1996 the Bank formed a Task Group on Social Development, which had ten satellite groups to work on specific areas. Davis was a member of the Task Group and deeply involved in the work of the satellite group on social capital. The main files are Task Group on Social Development, with additional files under Social capital - Correspondence. The files include printed email messages, drafts, and background information shared among the group members.

During 2001 and 2003, Davis was one of the representatives of the Bank on a collaborative effort by the African Development Bank, the Asian Development Bank, the European Investment Bank, the European Bank for Reconstruction and Development, the Inter-American Development Bank, and the International Finance Corporation and the World Bank to develop a common framework for environmental impact assessment. The group developed a report, A Common Framework: Converging Requirements of Multilateral Financial institutions. The series includes meeting agendas, draft papers, and comments by World Bank staff members on the harmonization effort.

Another set of files are those Davis assembled when writing her major study, History of the Social Development Network in the World Bank, 1973-2002. For this work she pulled together materials from the 1970s to the present,often in copies but sometimes in originals. The files on the history contain correspondence from readers of drafts or persons to whom she directed questions; in addition, many of the items listed in the annex to the History can be found scattered throughout this series.

In addition, Davis retained her lifelong interest in Indonesia, and a small amount of material on Indonesia is also found in the series, both as a separate subject and in areas such as Social capital. Local level institutions study, which looked intensively at institutions in Indonesia.

Any researcher interested in the development of the social policy in the Bank will find these records useful, particularly those on the Task Force and on the history Davis wrote of social development in the Bank.

Indonesia maps and charts

This series principally contains maps, but it also includes some oversize organization charts and schematic drawings. Approximately half are commercial maps of Indonesia, the remainder are maps created for projects funded by the Bank. Some project maps are hand colored or annotated.

The maps are extremely useful for studying the Bank funded transmigration projects, particularly the surveys undertaken in 1978 and 1979.

Writings not by Gloria Davis

This series contains writings, primarily on Indonesian topics, that were given to Gloria Davis by their authors. Both published and unpublished items are included. Some are papers that were presented at conferences; others are student papers, theses, and dissertations; many are reprints from journals. A few have annotations. The series concludes with the papers from the International Seminar on Settlement Concept as an Integrated Part of Regional and Rural Development, August 23-28, 1987, which Davis maintained as a set.

Indonesia project and research reports (Bahasa)

This series contains project and research reports on Indonesia that were prepared by or for the Government of Indonesia or as part of the regular work of an Indonesian institution. A few are pre-publication versions. They were obtained by Gloria Davis as background for her work on Indonesia.

In a few cases Gloria Davis obtained part of a series of reports in English and part in Bahasa; see, for example, the Survey Agro Ekonomi where working papers 8, 9 and 11 are English and the rest of the seriesis in Bahasa. Similarly, the early monitoring reports of the Baturaja and Way Abung monitoring by Institut Pertanian Bogor are in English, but the draft final reports are in Bahasa.

Indonesia project and research reports (English)

Each project, whether funded by the World Bank or by other donors, requires formal reports. In addition, research reports on Indonesia published by various institutions were obtained by Gloria Davis as background to her work on Indonesia, including a few pre-publication versions.

This series contains project and research reports in English; Bahasa language reports are in a separate series. The first section includes reports from the Government of Indonesia and reports to it by its contractors. The second section has reports of research undertaken by Indonesian institutions. Of particular interest are the reports of a Bogor Agricultural University project established in 1977 to do long term social-economic monitoring of the two transmigration settlements of Batu Marta, South Sumatra, and Way Abung, North Lampung. The third section has reports from projects undertaken by a foreign government, the fourth section has reports from projects and research undertaken by international institutions., and the finalsection contains reports by research institutions outside Indonesia.

Indonesia projects file

In addition to the large program review of the Indonesia transmigration projects and the later review of the entire transmigration sector, Gloria Davis was involved with or closely followed other projects in Indonesia. This series consists of files on the Second Swamp Reclamation project, a Transmigration Income Survey project, the UN Development Program's Bank-funded Transmigration Management and Monitoring Service Project, and UN Food and Agriculture Organization/World Food Program projects. The files include correspondence, reports, survey forms, drafts, copies of contracts, and work plans.

The three files on the UNDP program are helpful to understand the background of the monitoring service. By 1979 the Bank and other funders were concerned that the transmigration project had grown beyond the capacities of the Government of Indonesia's current management structure. The Bank agreed that the Government could use $2 million of the funds already lent to the Government to establish a monitoring project; UNDP provided a grant of $1.5 million; and the Government of Indonesia made a contribution, all of which funds would be administered by UNDP which would contract with a management firm to provide assistance to the Junior Minister of Transmigration to improve the management of the overall transmigration program and to assist in establishing procedures and training for the staff and establish a system for monitoring and evaluating the development of and benefits of the Transmigration II project. In 1980 the firm of Resources Management, International, was awarded the contract. Gloria Davis was involved in the negotiations for the monitoring program, and reports on the program are found in her file of project and research reports and other correspondence on the monitoring project is found in the correspondence file.

Indonesia transmigration sector review files

In September 1984 the Bank began preparing for a review of the entire Indonesian transmigration sector. Gloria Davis led the sector review, and she and two colleagues went to Indonesia in November 1984 on the initiating mission. The final report of the sector review was published on October 24, 1986.

The series consists of a few files arranged by topic, followed by computer printouts of statistical analysis concerning population projections and working files of data and analysis. The working files include information from previous World Bank studies. The series concludes with data and statistics from the Government of Indonesia, primarily dating from 1982 to 1985 but including two items from 1976. Related items from the Government of Indonesia from this period are found in the series of Indonesia project and research reports (Bahasa), and correspondence about the review is found in the correspondence files.

Fiji economic mission

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

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

Indonesia transmigration program - data and statistics

This series consists of the original data sheets, coded tabulations, and computer analyses from surveys in the areas involved in the first two transmigration projects funded by the World Bank, including Way Abung, Rimbo Bujang, Singkut, Sitiung, Upang, and villages designated only by unit number.

The first group, labeled Data sheets - Original Sit, Up & RB forms, consists of 3-page, 7-part completed interview forms in ten villages identified as Unit I through Unit X. Part 1 of the form gives basic demographic information, part 2 is on agricultural land provided by the government, part 3 is use of other land, part 4 is on water, part 5 on agricultural production (crop yields), part 6 is agricultural inputs, and part 7 is possessions. Names are not included. The survey was taken after May 1978 (the latest date recorded for arrival of migrants) and before the coding was done in September 1978. Included are the coding sheets and data analysis.

The second group of survey data sheets is from 1979. The survey covered the villages of Bataraja-Matapura, Sitiung, Upang, and Way Abung. The folder containing the Upang forms is marked Delta data collected June 79. The form used had 2 pages and asked many of the same questions as the 1978 form. After the initial section of demographic information, there are sections on agricultural land, agricultural production, agricultural inputs, house type, property (agricultural and personal), and information about returns made to Java, comparison of income in Java and in current location, expectations and reality, and problems encountered.

The 1979 data was analyzed using the Statistical Package for the Social Sciences (SPSS) computer program. There are cross-tabulations for all villages or a subset of villages, variables broken down by village, and Pearson correlation coefficients.

In 1983, the project completion review team for the Bank's Transmigration I project, led by Gloria Davis, requested that a census of village units be conducted in village units V, VI, VII, VIII,IX, X and XI of Batumarta and Units XII and XII of the Transmigration I extension area. The data was to be collected on about 200 families. The 1979 form was used. No analysis of the data is included.

Because the survey forms appear to be complete, they could serve as a baseline for further analytical work in the same villages.

Indonesia transmigration notebooks

This series consists of notebooks that Davis kept or obtained during surveys of villages in Indonesia involved in transmigration. The first five notebooks relate to villages that she studied for her Ph.D. dissertation, of which the first four are Davis' notes and the fifth is a report written to her.

The next four notebooks are numbered, and the last is annotated very rapid general survey please hold and return. The second notebook is dated 12-3-78, giving the date for the survey. Each reports survey data from the villages of Pulung Kencana, Candra Kencana, Penumangan, Panaragan Jaya, Tara Karya, Bangun Sari, Sidomukti, Purbasakri, Makari, Marga Mulyo, Daya Sakri and Daya Murni. The names of the persons interviewed are not included. The data are date of arrival, originally from, type of migration, how many people were at home and how many migrated, what property is owned here and what property in Java, what type of house, occupation in Java, money brought from Java when migrating, number of times returned to Java, number of people who followed you here, and questions about the land given and purchased, crops grown and productivity of farm, fertilizer use, off-farm work, income here and in Java, expectations as against reality, and biggest difficulty.

The third set of notebooks are numbered 1-5 and labeled Unit Desa I (3 volumes) and Unit Desa II (2 volumes). They contain the same type of data as the second set of notebooks. These villages were organized by blok; in village I the bloks had letters for identification (for example, Blok E) while in the second village the bloks carried both a letter and the numeral II (Blok C II). In these surveys the name of the family surveyed is included.

Finally, 1 notebook marked Way Abung Apr. May 1978 Baturaja Mar 78? and 1 notebook marked Sitiung contain lists of variables and codes to be used in analyzing data.

Indonesia transmigration program subject file

The first Indonesian transmigration program that the World Bank financed (Transmigration I) involved the areas of Baturaja and Way Abung. Transmigration II involved the areas of Rimbo Bujang, Alai Hilir, and Singkut along the trans-Sumtra highway in Jambi province. The files in this series are primarily on those locations, with additional files on topics such as cassava and land tenure. Davis incorporated in the files documents from her previous work on Indonesia, such as a bibliography from 1972, and writings from other Indonesia specialists that she used. The files Baturaja - Way Abung Computer Analysis and Notes include notes that Davis made in 1976.

Some interview notes are included, as are maps, documents from the Government of Indonesia, reports from consultants, and a draft of Beyond Subsistence: A Report on the Agricultural Economies of Way Abung and Baturaja, a study prepared by Davis. The Way Abung file includes summaries based on a brief survey of 240 informants in 12 WA villages and supplementary material from a report from IPB Bogor based on interviews with 90 migrant families. A survey was conducted in the Rimbobujang area, and the files contain information, data, and analysis from that survey.

While most of the files relate to the geographic areas included in the transmigration program review that was conducted between 1979 and 1981, the series also includes a file on a review of the North Sumatra smallholder development project. At the end of the series is a file containing progress reports 3 through 10 on the South Sumatra and Lampung Transmigration and Rural Development Project, prepared for the Government of Indonesia by its consultants.

The files are useful for an historical perspective on the villages and areas where transmigration occurred.

Correspondence file

The series appears to have been established by Davis when she began work at the World Bank. It contains incoming letters and memoranda, almost all relating to Indonesia, some mission reports, notes, and drafts of working papers by Davis and others. Documents from the Government of Indonesia are found in the file, primarily as duplicate copies.

The file begins in 1978, but the heart of the series is the period after the completion of the World Bank's transmigration program review in Indonesia (published in 1981) and leading up to the publication of the Bank's transmigration sector review in 1986. The records provide a good overview of the steps in preparing a major sector review, from the first memos in 1984 outlining the possible topics to be covered, through the data collection phases and statistical analyses, to the drafting and review within the Bank, to the final publication.

Edited conference volume

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

Personal file

The series appears to have been established by Davis when she began work at the World Bank, although it incorporates two papers that she wrote before coming to the Bank. Each file is titled with her name, the subject of the document it contains and usually a date. A file of drafts, primarily of papers Davis wrote in the 1970s, was added to the subject files.

Most of these items are memos or reports written by Davis during her first years at the Bank. They all concern Indonesia, and in them Davis' voiceand opinions are clearly expressed. Particularly interesting are notes she wrote following a visit to Saimen in August 1978, reporting on what residents told her about the Kali Tapan demonstration project.

Dissertation and data collection sheets

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

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

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

Reading File of Bela Balassa

This reading file covers Balassa's work as a consultant for the World Bank from September 1966 to May 1991. Bela Balassa was recruited in 1966 by Irving S. Friedman, The Economic Adviser to the President, as a consultant adviser to the Economics Department of the Bank. Balassa had recently been appointed Professor of Political Economy at The Johns Hopkins University and prior to that was on the faculty of Yale University. Balassa worked closely with Friedman and Andrew Kamarck, the Director of the Economics Department, and later with Hollis B. Chenery after he was appointed Economic Adviser to the Bank President in October 1970.

Through successive Bank reorganizations, Balassa served as a consultant policy adviser and prepared papers at the request of Operations and other Bank units, led Bank missions to developing countries, supervised research performed in Regional offices, and conducted his own research and writing. He served as a consultant in DEC at the time of his death on May 10, 1991.

During theperiod 1966-1970, the series includes Balassa's letters and Back-to-Office Reports for missions to Argentina, Korea, Taiwan, and Israel, letters sent in conjunction with the Development Strategies in Semi-Industrial Countries and Export Promotion in Developing Countries projects, and letters to outside economists invited to attend meetings at the Bank on the Structure of Protection in Developing Countries.

Letters and memoranda for the 1971-1981 period continue to document his duties as Research Adviser to the Economics Department and to the Vice President, Development Policy Hollis Chenery who was appointed the Economic Adviser to the Bank President. Balassa also consulted with Ernest Stern, Senior Adviser, Development Policy and officials of other Bank departments on policy issues and participated in economic or advisory missions. In February 1972 he was transferred to the Development Research Center. Letters and memoranda for the period afterward indicate that Belassa continued to lead or otherwise participate in missions; performed other policy advisory work for Regional Offices, other parts of the Bank, and governments of less developed countries; assisted the Research Committee (later the Research Projects Approval Committee [REPAC]) in panel review of research proposals; provided leadership to the Industrial Development and Trade Steering Group; commented on the quality and distribution of World Bank staff working papers; and conducted his own research and writing

Beginning in 1982, Balassa reported to the Vice President, Development Policy Staff (later Vice President, Economics and Research [ERS]) and to the Director of the Development Research Department. Letters and memoranda indicate his increased involvement in policy advising and operational support both to senior Bank management and Regional Offices and continued participation in missions and in the Research Committee. After the 1987 Reorganization, Balassa reported to the Vice President, Development Economics and Chief Economist (DEC). A copy of an August 4, 1987 report on World Bank Research prepared at the request of the Senior Vice President, Policy, Planning and Research is in the file. A number of letters and reports after that date and continuing through 1991 concern Balassa's review of papers in the Policy, Planning and Research (PPR, later PRE [Policy, Research, and External Affairs]) Working Papers series. Included in the PPR/PRE series were World Development Reports and other papers prepared by organizations within DECVP, IEC [International Economics Department], and CEC [Country Economics Department].

Throughout the series are copies of papers Balassa prepared at the request of the Board and Bank offices, copies of research papers and lectures prepared for Bank-IMF sponsored conferences and for meetings of international organizations, reports prepared after returning to the Bank from outside meetings on economic issues and trade policy, and letters concerning his books and other publications.

EDI Task Force Secretary's records

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

World Debt Tables and World Economic Indicators

The earliest World Debt Tables in the series were prepared by the Comparative Data Division, Economics (later Economic Program) Department. The tables were developed from data received from deBTOr countries supplemented by data from other sources. These tables were periodically updated and supplemented; data used in some updates are part of the series. The Economic and Social Data Division, Economic Analysis and Projections Department of the Development Policy Staff succeeded the Comparative Data Divisionin issuing World Debt Tables.

Included in this series is the first World Economic Indicators report that was transmitted with a November 2, 1973 explanatory memo from Bank President Robert McNamara. The purpose of the report was to assemble data for use by Bank senior staff and the Board relating to major trends in the world economy and to describe major features of the economic situation in developing countries.

Memoranda and Issuances Relating to the Reorganization of 1972

Contained in this series are memoranda and copies of Bank-wide issuances concerning the Bank's Reorganization of 1972 as it affected the Economics Department and, after the reorganization, the Development Policy Staff. The notebook appears to have been maintained first by P. D. Henderson and, after the reorganization, by Alexander Stevenson, the Director of the Development Economics Department (DED). Among the contents are: November 1971 memoranda to Henderson from Economics Department managers with their thoughts on possible future organizational structures for the Bank; copies of December 1971 memoranda from Mohamed Shoaib (chair of the Organization Study Steering Committee) and Hollis B. Chenery to President McNamara with their reorganization ideas; Henderson's notes from the December 22, 1971 meeting of the President's Council; McNamara's January 7, 1972 announcement of a study of the Bank's organization and procedures; Henderson's correspondence from McKinsey, the consulting firm which helped with the study; a copy of the July 13, 1972 memorandum outlining the views of Mahbub Haq and Ernest Stern regarding the Bank's policy function; a copy of E. Lerdau's July 24, 1972 comments on Haq's and Stern's views; the August 10, 1972 announcement of the first phase of the restructuring; memoranda from various managers of the Central Economic Staff (CES) to Henderson with ideas as to how to reorganize CES; Henderson's September 30, 1972 draft of a memorandum from Hollis B. Chenery to President McNamara concerning responsibility for sector development policy; the October 16, 1972 announcement of the Development Policy Staff's organization; and other memoranda further refining the organization and staffing of the Development Economics Department in the Development Policy Staff.

Commodity Files of the Director, Development Policy

These files were compiled by the Senior Adviser whose title became in April 1974 Director, Development Policy. That position was held by Ernest Stern from 1972 to September 1975 and by Attila Karaosmanoglu from October 1975 to June 1979. The files include correspondence, reports, studies, publications and policy papers regarding commodities and Bank policy towards specific commodities. Topics covered include Bank policy for financing the production of a specific commodity, Bank policy on publication of information on commodities, commodity price forecasts and stabilization, and analysis of world production and demand for a commodity.

Policy Review Committee Files of the Director, Development Policy

These Policy Review Committee (PRC) records were maintained by the Senior Adviser whose title became in April 1974 Director, Development Policy, positions held by Ernest Stern from 1971 to September 1975; by Attila Karaosmanoglu from October 1975 to June 1979; and by E. Bevin Waide from July 1979 to 1982. A file typically contains a copy of a policy document or issues paper; minutes of the PRC staff review meeting and/or the PRC meeting at which the paper was discussed; and often background materials documenting the development of a policy paper before it reached the PRC including: comments on the draft paper from Development Policy staff and staff throughout the Bank, copies of memoranda between the Director, Development Policy and President McNamara and VPD Chenery, intra Development Policy Staff correspondence, and copies of Back-to-Office Reports forwarded to Stern or Karaosmanoglu.

Director, Development Policy Ernest Stern's Correspondence with President McNamara

This series contains the memoranda that Ernest Stern exchanged with President McNamara while he was Senior Adviser (later Research Adviser) and, beginning in April 1974, Director of Development Policy in the Office of the Vice President, Development Policy. The records consist of copies of Stern's memoranda to McNamara or to his immediate staff; copies of memoranda to McNamara from other Bank staff, especially VPD Hollis Chenery, that were copied to Stern; Stern's memoranda to Bank staff that were copied to McNamara; and memoranda and notes from McNamara or members of his staff to Stern. In many cases, Stern's original memoranda to McNamara were returned to him marked with the President's annotations or with a red stamp indicating President has seen. Stern's correspondence in this file predates his official appointment in VPD on November 1, 1972. Stern's memoranda transmit comments on papers prepared by Bank staff, suggestions for topics to be covered in briefing books prepared for the President, drafts of Presidential speeches, drafts of letters for the President's signature, and comments on correspondence received by McNamara.

The correspondence covers a wide-range of subjects: cooperation with the IMF; the establishment of the Development Committee and the Interim Committee; the Bank's response to the energy crisis; and the establishment of the Intermediate Financing Facility or Third Window. Filed at the end of the series are three items belonging to Stern's successor, Attila Karaosmanoglu: two October memoranda Chenery sent McNamara and copied to Karaosmanoglu and Karaosmanoglu's December 31 draft outlines for McNamara's annual speech.

Reading file

Irving S. Friedman was appointed economic adviser to Bank President George D. Woods on 1 October 1964 after having served as Director of the Exchange Restrictions Department at the IMF since 1950. Many of the letters and memoranda for the October-December 1964 period concern the structuring of his staff and appointments. Letters and memoranda concerning strengthening of the Economics Department placed under him and appointments of additional economists including Andrew Kamarck who was named director of the department and Bela Belassa who was recruited by Friedman as consultant adviser to the Economics Department are in the file for the early portion of 1965. Other subjects of the 1965 correspondence include the Capital Requirements Study, assistance to countries in debt rescheduling, external debt, and creation of the Economic Committee at the Bank. Friedman's memoranda to President Woods for this period include: proposals for consultative groups; comments on Fund quota increases and the impact of Balance of Payments on an IBRD bond issue in the United States; and his report to Wood on his visits to Brazil, Argentina, and Chile in September 1965.

Friedman's reading file for the 1966-1967 period includes: a 4 February 1966 draft of a speech to be given at the White House by President Woods on his views on the U.S. foreign aid program; outlines of presentations and copies of speeches made by Friedman at Harvard University, the Brookings Institution, the U.N. Trade and Development Board and elsewhere; notes and summaries to the file on various subjects; drafts of papers on various topics and issues including some September 1966 drafts entitled Accomplishment in Economics of the last two years at World Bank. A 14 March 1966 memorandum to Woods on Post War [Viet Nam Conflict] Planning; several memoranda sent to Woods in May 1966 concerning a meeting between Friedman and representatives of the U.S. Defense Department at which India and Pakistan defense expenditures were discussed; and a 12 June 1967 memorandumwritten jointly by Friedman and Kamarck to Woods proposing a New Perspective for the Middle East following the six-day war between Israel and an alliance of Arab states are part of the file.

The blue carbon typewritten copies of letters and memoranda in this series constituted Friedman's personal reading file. They primarily document Friedman's official duties while serving with Woods until the President's retirement on 31 March 1968, but they also include some personal letters of congratulation and condolence, thank you letters for invitations and hospitality extended to him and his wife, and occasional personal letters to professional colleagues outside the Bank.

Chronological file of Elizabeth King

  • Reeks
  • September 1987 - March 1991, July 1991 - March 1992
  • September 1987 - March 1991, July 1991 - March 1992

This chronological file, which was maintained by Elizabeth King while she was working in the Education and Employment Division of the Human Resources Department (PHREE), includes both her incoming and outgoing correspondence. Much of the correspondence is with economists and educators external to the Bank, but the files include her correspondence with other PHR and Bank employees. Among the correspondence are copies of her Terms of Reference, travel documents, and Back-to-Office Reports regarding her missions and attendance at conferences; copies of draft papers on which she commented; drafts of her own publications with comments from others; and copies of research project proposals she drafted. The correspondence also documents her role as part of the World Development Report 1991 team and her drafting of the chapter on human resources in the report.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC) Concerning the Development of the Poverty Reduction and Economic Management Network (PREM)

In early 1996, Masood Ahmed began a transition from the position of the Director of International Economics Department (IEC) to Vice President of the Poverty Reduction and Economic Management Network (PREM). The IEC was terminated within the DEC Vice-Presidency in July 1997, and PREM was launched in July 1997. The DEC VP oversaw much of Ahmed's transition into PREM, primarily because a large portion of IEC, its subordinate department, was absorbed by the new network, and DEC was re-organized as a result. This series consists of records from this transition period, and Ahmed's involvement in planning and implementing PREM.

The series consists of chronological files, including communications between Ahmed and the DEC Vice-President Joseph Stiglitz. The records primarily relate to: the re-organization of DEC with the closure of IEC; PREM's possible collaboration with or inclusion in DEC; updates on the planning of PREM; and what functions and actions will be mapped into potential sector departments in PREM. These records date from December 1996 to June 1997. Additional chronological files consist of correspondence and memoranda related to various discussions, topics, and meetings concerning PREM's launch, and administrative structure. Ahmed's handwritten notes are also interfiled among the chronological files. These records date from November 1996 to December 1997.

The second part of the series contains records related to PREM planning meetings and retreats. These records concern the Operations Vice Presidents (OVPs) -meetings and retreats attended by Network Heads from other newly launched networks. The OVP meetings records contain: agenda and meeting minutes; correspondence; memoranda; budgeting reports; business plan reports for each network; and network update reports for various meetings and retreats from December 1996 to August 1997. Separate subject files for the other two networks involved in the OVP meetings (Environmentally and Socially Sustainable Development Network [ESSD] and the Human DevelopmentNetwork [HDN]) are also included. Other planning materials relate to: development of sector departments and boards; development of PREM functions; short-term outputs for the PREM launch; development of PREM technical standards; budgeting for PREM; development of PREM knowledge and information infrastructure; and development of PREM evaluation and monitoring. These meeting records include agenda and meeting minutes, memoranda, correspondences, and handwritten notes. PREM produced reports, business strategy plans, and printed presentation slides are also included. These records date from January 1997 to December 1997.

The last part of this series includes records related to selection of management for PREM and mapping of staff for potential sector departments. These records consist of Ahmed's handwritten notes; potential candidate lists; background information, including CVs and biographical information; memoranda; agenda and meeting minutes from selection management meetings; and correspondence discussing candidates. Some of the records relate to the Poverty and Social Policy Department (PSP). This department briefly fell under the IEC's supervision following the closure of the Human Capital Development Vice Presidency (HCD) in December 1996. The PSP became the Poverty, Gender, and Management Units (PGP) during this short period in the first half of 1997. PGP staff was eventually mapped into the new sector departments of PREM. The PSP records discuss this staff mapping from PGP into PREM and also the absorption of past PSP functions and activities into PREM. Similarly, mapping and management selection records discuss disbursement of staff from Ahmed's own IEC, which was closed in mid-1997. PREM additionally mapped and selected candidates from other sources. Records related to the Bank Human Resources and management selection meetings discuss potential candidates and selection procedures. The mapping and management selection records are dated January 1997 to December 1997.

Correspondence Files of Masood Ahmed, Director, International Economics Department (IEC)

This series, which contains the incoming and outgoing correspondence of Masood Ahmed, consists of five parts.

The first set of files (7 linear feet) is correspondence for the periods December 1, 1993 - February 28, 1995 and March 16 - December 31, 1995 containing both incoming and outgoing correspondence for the periods December 1, 1993 - October 31, 1994 and August 1995. The files for November 1994 -July 1995; and September - December 1995 primarily contain only copies of outgoing correspondence. In most cases, the enclosures to outgoing mail are included.

The second part of the series (3 linear feet) is the general correspondence for August 8, 1994 and September 19, 1994 - December 30, 1995. A number of the items in these files are duplicated in the first set of correspondence described above. The correspondence is primarily with World Bank staff, and most consists of a copy of the incoming letter with Ahmed's handwritten reply. Almost all are electrostatic copies rather than the originals. The typedoutgoing copy of Ahmed's reply is not always attached but generally can be found in the first set of files.

The general external correspondence forms the third part of the series (1 linear foot) with records dating from September 1994 to December 1995 with two documents dated June 7, 1994 and August 30, 1994. These files contain Ahmed's correspondence with individuals or organizations external to the Bank or his correspondence with IEC staff that concerned issues external to the Bank. A large portion of the files consists only of electrostatic copies of the covers of non-Bank reports or publications that were sent to Ahmed and that he then forwarded to a Bank staff member or circulated to the IEC managers. Other documents in the files are memoranda from IEC staff concerning external-Bank issues; copies of Ahmed's letters sent to or received from non-Bank personnel; intra-IEC memoranda concerning attendance at a non-Bank conference or arranging for visits of non-Bank staff to IEC; Ahmed's memoranda to IEC staff regarding his meetings with non-Bank individuals; and requests for copies of IEC reports or publications. Many of the letters and memoranda are electrostatic copies rather than the originals.

The fourth group (5.42 linear feet) consists of printouts of incoming e-mail, September 11, 1994 - December 31, 1995, primarily from World Bank staff, but some e-mails are from staff of the Organization of Economic Cooperation and Development (OECD), the International Monetary Fund, and the Development Assistance Committee (DAC).

The final set (1.66 linear feet) includes printouts of outgoing e-mail, September 12, 1994 - December 27, 1995. Some printouts of incoming e-mail are filed with the related outgoing message and are duplicated in the set of incoming e-mail.

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

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

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

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

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

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

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

Loan Committee project files

The files typically contain: discussion memoranda; discussion memoranda transmittal sheets; loan agreements; guarantee agreements; project agreements; reports and recommendations of the IBRD President to Executive Directors; agreements amending guarantee agreements; and memoranda regarding either withdrawal of loan offers or loan modifications. A small number of files contain minutes of Loan Committee meetings. Project files for the Bahamas (1973) and Barbados (1973) include memoranda and other documents relating to their applications for membership in the IBRD and documents indicating approval actions taken by the IBRD.

The bulk of these records are dated 1980 - 1987. Very few Loan Committee project files survive from the 1970s because in September 1971 the Committee and the staff of the Bank's Administration Department decided that once a project file was more than two fiscal years old, it would be discarded.

Minutes and other Loan Committee records of the Chairman (Ernest Stern)

This series consists of Loan Committee records that were maintained in the office of the Chairman, Ernest Stern. A typical file contains the Initiating Memorandum (IM), comments regarding the IM from committee members, memoranda suggesting agenda topics, minutes and amendments to minutes of Loan Committee meetings, and memoranda and notes from Stern.

Operations Committee records of the Chairman (Moeen Qureshi)

This series is comprised of Moeen Qureshi's set of minutes, postscripts, and memoranda relating to meetings of the Operations Committee during the period when Qureshi was Senior Vice President, Operations, and chairman of the Operations Committee. The contents of the files for the meetings vary somewhat but may contain the Country Strategy Paper, Initiating Memorandum, or report that was discussed at the meeting; the minutes of the meeting and/or the related Postscript; and memoranda from other members of the Operations Committee, members of the Operations staff, regional directors, or members of the Economic Advisory Staff. The files include Qureshi's handwritten annotations and notes and copies of his formal comments.

Agenda and minutes of meetings, and background documents: Loan Committee and Operations Committee

The files for each meeting include the formal agenda and minutes of the meeting and extensive background documentation such as the project proposal (e.g., Final Executive Project Summary) and related memoranda forwarded from a region, memoranda from various units in the Bank commenting on the proposal prior to the Committee's meeting, handwritten notes taken during the Committee's meeting, draft minutes and comments on drafts, and follow-up memoranda and correspondence regarding the project. The files for the period from December 1991 to December 1995 were maintained by Orsalia Kalantzopolous, assistant to Managing Directors Ernest Stern and Gautam Kaji. When the Operations Committee replaced the Loan Committee in January 1996, the committee secretariat was transferred to the Office of the Director, Operations Policy Department (OPRDR), and John D. Shilling was appointed secretary to both the Operations Committee and the Operations Policy Committee.

Agenda, minutes, and other records of the Operations Committee

This series of Committee records was compiled by Cosmos Linus Robless, Senior Operations Advisor, Office of the Senior Vice President - Operations. It includes four types of records:

  • (I) Agendas of meetings, 17 February 1988 to 25 May 1990, arranged by date of meeting;

  • (II) Minutes and Postscripts of meetings, 3 March 1988 to 25 May 1990, arranged by date of meeting;

  • (III) Initiating Memoranda discussed at Operations Committee meetings, 29 March 1989 to 27 March 1990;

  • (IV) Memoranda to Committee members regarding papers to be discussed at meetings and Committee procedures and schedules, June 1987 to April 1990.

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.

Background material for George D. Woods biography

The background material in this series includes such varied items as a photograph of the Woods on their honeymoon; Louise Woods' card as a volunteer nurses aide in the U.S. Citizens Defense Corps of the City of New York, 1949; Louise Woods' voter registration card for the City of New York 1957; a copy of Life magazine of June 12, 1958, with George Woods on the cover; formal photographic portraits of George D. and Louise Woods, alone and together; copies of photographs from various sources, most with annotations by Oliver; copies of the Columbia University Oral History Research Offices interviews with Louise Woods and Edward Townsend; and two books, As I Went Along, by Alan Pope, President of First Boston Corporation, given to associates at Christmas 1947 and 75 Years of Banking, distributed by the Mellon National Bank in 1944. The bulk of the series is the George D. Woods clippings files, both from his unsuccessful nomination in September 1961 to head the Agency for International Development and his October1962 appointment to the World Bank.

Records of the Director, Country Policy, Industry and Finance Division (OEDD2)

The series consists of records created and received by the Director of OED's Country Policy, Industry and Finance Division (OEDD2). Records relate to Initial Executive Project Summaries (IEPS), adjustment lending, and other aspects of OEDD2's work. A very small number of records were added to the files by the Sector and Thematic Evaluation (OEDST) and Country Evaluation and Regional Relations (OEDCR) Divisions.

The series includes records containing comments that OEDD2 staff made on Initial Executive Project Summaries (IEPS) and on other project-related records generated by the Regions, including Final Executive Project Summaries (FEPS), Initiating Memoranda (IM), and Project Concept Documents. The record on which the comments were made is not always in the file, but in some cases the file does contain minutes from the OEDD2 staff review meeting at which the record was discussed.

Also contained in this series are files relating to adjustment lending. These include: copies of papers presented on various aspects of adjustment lending; memos on issues to be covered in adjustment audits; copies of statements made before the Board on structural adjustment lending; and memos on performance indicators for adjustment lending. Also included are background files for the FY 93 OED study of adjustment lending in Sub-Saharan Africa and the FY 96 OED report on The Social Impact of Adjustment Lending.

Also part of the series is OED's response to an Upstream Activities initiative encouraged by Bank President Wolfensohn toexpand OED's real time involvement in initial executive project summaries (IEPS) and initiating memoranda (IMs) for adjustment lending.

The series also includes files documenting activities associated with annual reviews and major studies undertaken by OEDD2 primarily between the years 1992 and 1996. A file containing records used in the 1991 annual review of performance results of 49 transport projects evaluated by OED and a file containing planning documents and drafts of the 1995 study of industrial restructuring are contained in the series. Also part of the series is files created to document activities associated with country assistance and other reviews. Files related to studies on OED methodology and procedures, conferences and seminars in which OED participated, and OED replies to studies and reports prepared in other Bank units are also included.

The series also includes project performance files containing draft and printed copies of a series of sectoral and project performance indicators study reports. This series of reports was developed as part of follow-up to the November 1992 Wappenhans Report (Report of the Task Force on Portfolio Management). Audit files were created for copies of comments received in OEDD2 in 1995 from reviewers of evaluative memoranda for Implementation Completion Reports (ICRs) and Performance Audit Reports (PARs) prepared in the division. These copies were retained as part of an initiative to incorporate findings or issues raised in the comments into divisional ledgers.

Interviews for George D. Woods biography

In the Preface to his biography of George D. Woods, Oliver writes, I relied most heavily on the interviews in writing the life of Woods. The interviews he conducted, all titled by Oliver Conversations about George Woods and the World Bank, illuminate the events and personalities during Woods' tenure as President.

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.

SASVP chronological correspondence files

This series consists of chronological correspondence from when Joseph Wood served as Vice President for the South Asia Region (SASVP). The records include incoming and outgoing correspondence and memoranda received and sent to internal World Bank units and staff, and correspondence sent to external agencies. Numerous correspondence are between Joseph Wood, Managing Director Ernest Stern, the Office of the President (EXC), and Executive Directors Board members. The chronological correspondence focus on a variety of topics, including: SAS lending; SAS workshops and training; and SAS briefing.

Front Office Records Relating to Special Programs and Issues

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

Reading File of the Front Office Staff, Office of the Vice President, Development Economics and Chief Economist (DECVP)

The series consists of documents sent electronically within the Front Office, to other parts of DEC, and to other Bank organizations by economic and statistical advisors and other staff. A few of the documents were sent by Mark Baird, DECVP [Director, Development Policy]. Included are comments on Country Assistance Strategy (CAS) papers, Initiating Memoranda (IMs) for loans and credits, Initial Executive Project Summaries (IEPS), the Unified Survey, and other papers received for review. Paris Club meetings are the subject of some of the documents.

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).

International Economics Department (IEC) chronological files

This series consists of chronological files with incoming and outgoing correspondence from when Masood Ahmed served as the Director of the International Economics Department (IEC). The records are arranged into the following categories: incoming emails from January 1996 to July 1997; outgoing emails from December 1995 to July 1997; chronological files from March 1995 to June 1997; general correspondence from January 1996 to July 1997; and general external correspondence from January 1996 to December 1996. The chronological files consist of incoming and outgoing correspondence and memoranda with attached reports and handwritten notes related to the activities and communications within IEC, and with other units of the Bank. The general correspondence records contain much of the same as the chronological files, but appear to be duplicates and photo static copies of original correspondence. The general external correspondence category includes incoming and outgoing correspondence between Ahmed and outside agencies, including communications with other multilateral institutions, NGOs, and private sector institutions. External reports and articles are also included.

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.

Transportation, Water and Urban Development Department Urban Development Division chronological files

Series consists of records related to Tim Campbell's work as Principal Urban Sector Specialist and Head of the Urban Partnership in the Transportation, Water and Urban Development Department's Urban Development Division (TWURD). Series consists almost exclusively of correspondence, the majority of which are incoming. Records contain correspondence with external agencies, institutions, and government representatives and include but are not limited to: the Inter-American Development Bank; the World Economic Development Congress; the Organisation for Economic Co-operation and Development (OECD); the United Nations Centre for Human Settlements; the World Conference of Mayors, Inc. Correspondence with government agencies and embassies of Switzerland, Great Britain, Sweden, Denmark, and Ecuador is also included. Correspondence relates to conference and meeting invitation, information exchange, and collaboration.

Minutes, Agenda, and Other Records of the Research Policy Council (RPC) and the Bank Research Advisory Group (BRAG)

This series contains the minutes, agenda, and other records of the Research Policy Council (RPC) and the Bank Research Advisory Group (BRAG). Based on the recommendations in a report on the management of Bank research which was produced by a study team under the auspices of the Organization Planning Department (OPD), President A. W. Clausen established the RPC on August 2, 1983 to provide overall leadership in the guidance, coordination and evaluation of all Bank research. Anne Krueger, Vice President, Economics and Research Staff (VPERS), served as chairperson. The RPC records in this series consist primarily of agenda and minutes of meetings, August 1983 - February 1987. Filed with some of the agenda are copies of the issues papers to be discussed at the meetings. Included with the records are: a small file of May 1987 intra-Bank memoranda regarding the Internal Audit Department's proposed review of the comparative studies program, and memoranda and issuances, August 1983 - October 1985, outlining the role of the RPC and how it changed the role of the Research Committee. There is also a copy of the minutes of the first meeting (November 19, 1987) of the Research and Publications Policy Council (RPPC) which replaced the RPC.

The Bank Research Advisory Group (BRAG) was established by the RPC to advise it on a wide range of Bank views on research issues of interest to the Council and to assist the RPC in formulating institutionally relevant research priorities. Anne Krueger (VPERS) chaired BRAG and appointed its members after consultation with the RPC. The BRAG had a membership of 20 senior Bank staff chosen so as to ensure a wide representation of perspectives. The Secretary of the RPC was also an ex-officio member of BRAG. The BRAG records in this series consist of: lists of the BRAG members; Anne Krueger's correspondence with members, February-August 1984; copies of key documents establishing BRAG and outlining its duties; and agenda and minutes of the two BRAG meetings, April 12, 1984 and October 4, 1984. Filed with the agenda are copies of documents to be discussed at the meetings, including a copy of the October 1984 report on dissemination of the Bank's research output that was prepared by a BRAG subcommittee, chaired by C. Michalopoulos.

Latin America and Caribbean Advisory Group chronological files

Series consists of records related to Tim Campbell's work as the Principal Urban Sector Specialist in the Latin America and Caribbean Technical Department, Advisory Group (LATAD). Records relate to: conference attendance and participation; travel plans; Campbell's presentations to a variety of audiences; and staffing. Records include: Terms of Reference; back-to-office reports; Bank reports forwarded to Campbell; FY94 LATAD Retrospective; presentation slides; a number of innovation Case Studies relating toCuritiba, Brazil; LAC - FY97-99 Business Plan; and Campbell's FY97-99 Work Program. Records also include correspondence with external agencies and institutions that relate to information exchange, communications, and planning and coordination.

Records relate to a number of conferences and seminars that Campbell participated in or helped organize. These include: Institutional Development (ID) and Decentralized Governance: Looking Back on Lending, Looking Ahead to a Contestability Model of ID in LAC (1994);conferences of Latin American Mayors in Washington, DC, and Miami, Florida (1994 and 1996); a seminar called Decentralization: Policies and Practices that Work (1994); a seminar called Managing Decentralization: Best Practices and Policy Lessons in LAC (1996); a sub-regional conference on Best Practice and Policy Lessons in Decentralization (1995).

Series also contains a number of reports and articles authored by Campbell, including: Participation, Choice, and Accountability in Local Government: LAC andthe U.S. (May 1993); The Politics of Participation in Tijuana, Mexico: Inventing a New Style of Governance (1996, draft); Mendoza Provincial Program for Basic Social Infrastructure (MENPROSIF): Case Study (1995); and Innovations and Risk Taking: The Engine of Reform in Local Government of LAC (1996, accompanied by notes for a presentation on the paper).

Copies of Articles, Lectures, and Speeches Authored by Anne O. Kreuger

This series contains copies of 30 articles, lectures, and speeches authored by Anne O. Kreuger, Vice President, Economics and Research (VPERS). In some cases, the title page indicates at which conference or seminar the paper was delivered or in which periodical it was to be published.

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