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Reeks

Commission meetings and regional hearings

  • WB IBRD/IDA WB_IBRD/IDA_116-02
  • Reeks
  • 1965, 1968 - 1970

Series consists of records documenting the activities and proceedings of the Commission on International Development from the time of its establishment in 1968. The records predominantly cover the years 1968 to 1969 apart from a regional hearing file dating 1970. The Commission met four times to decide the direction of the staff's work, to make decisions about the ideas and conclusions on international development issues, and to write their report. Records include correspondence and minutes of Commission meetings held in Mont Gabriel near Montreal (December 16-17, 1968), followed by meetings in Rome (March 1969), Copenhagen (June 1969), and Geneva (August 1969).

There are also records concerning several meetings in Sydney followed by Tokyo in April 1969 between Chairman Pearson, Commission member Dr. Saburo Okita, and ministers, other government officials, and Japanese industrialists. The meetings discussed aid policy, aid activities, and allocation. A meeting with the President of the Asian Development Bank (ADB) spoke about relations with World Bank and United Nations Development Programme, aid tying, and ADB country projects. Records are primarily in the form of meeting summaries with press clippings, memorandum, and copy of a lecture dated 1965 by Professor David C. Corbett regarding Australian aid in south and southeast Asia.

Also included in the series are audio recordings of press conferences and addresses at Commission meetings and regional hearings made by Chairman Pearson and Commission members Okita, Lewis and Guth. Commission press conference recordings cover two of the Commission's four meetings including the first meeting at Mont Gabriel in December 1968 and in Copenhagen in June 1969. Regional hearing press conferences and statements include: Abidjan and Kampala (March 1969), and New Delhi and Singapore (April 1969). The Kampala press conference includes a statement by the President of Uganda, Dr. Milton Obote. There is a single audio reel in French, entitled "La commission internationale de laBanque Mondiale d'aide au developpement."

Board of Directors support and reference

Series consists of records related to the functions of the Board of Executive Directors of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and International Finance Corporation (IFC) that were maintained in the Bank's centralized filing system since 1946, originally General Files, then Central Files. The centralized records originated primarily from Secretary's Department as well as the Office of the President. As described in the archival history section, Secretary's Department is the custodian of Board of Directors records and proceedings but distributed certain correspondence and related documents to the Central Files while maintaining its own official files.

Records in this series include general correspondence files (1947 - 1977) concerning IBRD composition of standing committees, statements of directors, board schedules, procedural issues, information on monthly reports, and routine administrative matters. Correspondence is occasionally filed with related Board reports. While the IDA general correspondence file (1960 - 1966) is sparse, the more substantive general correspondence files for IFC (1956 - 1967) contain draft and issued Board reports regarding country membership and rules of procedure, memoranda concerning routine announcements and amendments to rules of procedure, directors' membership, formation of the IFC Board, statements and meeting summary of the IFC Directors, and investment processes. The IFC general correspondence file also contains the Rules of Procedure and By-laws booklets (1956). Individual correspondence files (1947 - 1971) consist of internal memoranda, outgoing cables and letters, and original letters primarily to and from the Bank president, secretary, and government officials regarding appointments and resignations of directors and alternates, their travel, and other administrative issues. Some individual files occasionally include the director's biographical statement.

There are also cables, memoranda, and Board reports relating to elections (1950 - 1971) and salaries and expenses (1948 - 1971), the latter which includes the report of the Board of Governors Ad Hoc Committee to consider provisions of the Articles of Agreement and By-laws relating to duties and renumeration of executive directors (1949 - 1950).

The series also includes meeting correspondence (1950 - 1971), agenda for IBRD and IDA executive director meetings (1966 - 1974), minutes of some IBRD, IDA, and IFC executive director meetings (1966 - 1974) including IFC directors' 1956 first meetings, IBRD special meetings minutes (1964), summaries, and IBRD, IDA, and IFC resolutions (1967 - 1971).

The series also includes a small volume of records relating to: the establishment and proceedings of the Bank Committee on Directors' Administrative Matters (CODAM, 1967 - 1971); agreement and administration of the Bank-Fund Executive Directors' Library (1968 - 1971); establishment of the Joint Audit Committee of the Executive Directors (1969 - 1971); and revisions of the Operational Policy Manual including the section on aid coordination and well as the approach paper on aid coordination (1970 - 1971).

Operations policy and procedures

Series consists of records related to the formulation of policies, guidelines, standards, and advisory support for lending, economic sector work, and other operations of the International Bank for Reconstruction of Development (IBRD), International Finance Corporation (IFC), and International Development Association (IDA) that were maintained in the centralized files. Records date from 1946 to 1986. There are no records from 1987 in this series, likely because files were handed over to the functional departments following the closure of the NRIC in July 1987. The offices and non-regional departments whose records were centralized over time and are represented most prominently in this series include, but are not limited to: Office of the President and Vice President; Treasurer's Department; Office of the Controller; Research, later Economic Department (years of operation between 1946 - 1952); Technical Operations and divisions (1952 - 1965) and its successors Projects Department (1965 - 1972), Central Projects Staff (1972 - 1982), and Operations Policy Vice Presidency (1982 - 1986); Technical Assistance and Liaison Department (1951 - 1967) and successor, Development Services (1967 - 1973).

Records comprising the series include internal memoranda, incoming and outgoing letters, cables, copies of Board records and committee documents, legal document drafts, concept and strategy papers, external reports, summaries, minutes or excerpts of senior staff and other department or external meetings, and published articles and press clippings. Back-to-office reports and Terms of Reference are often in the form of internal memoranda.

Development and debt policy

A significant volume of records relate to general development and foreign aid policy, strategy, and activities for developing countries. Records cover the period 1947 to 1977 and contain internal memoranda and Bank-produced reports or comments on reports on development including the Tinbergen Report (1953 - 1958), Horowitz Proposal (1964 - 1968), Machado proposal (1963 - 1968), and an article by Hollis B. Chenery entitled "Effectiveness of Foreign Assistance". Also contains original letters sent to and from Presidents Woods and McNamara, and memoranda between the president, vice president, president's Economic Advisor Irving Friedman, with directors or advisors of Economic Department, Development Services, Area Departments, general counsel of the Legal Department, and IFC. There is correspondence regarding President Woods' proposal for a grand assize on development assistance and responses from government officials, and correspondence related to the Bank's support to the Commission on International Development (or Pearson Commission) formed in 1968 at President McNamara's request. There is also correspondence to and from McNamara and senior Bank staff following the Pearson Commission's findings as well as proceedings of the Bank's Committee of the Whole on Pearson Commission Recommendations. Other development topics covered are: development finance trends and outlook; Bank's role as aid coordinator; coordination of bilateral project financing; multilateral financing; Bank study of aid results; use of leverage in development aid; land reform; and the Brandt Commission (1976 - 1983) also known as the Independent Commission on International Development Issues. Development correspondence is often filed together with external reports, copies of Economic Committee papers, published articles and press clippings, and excerpts of senior staff meetings.

Series also includes correspondence, reports, and other documents relating to the Bank's policy on indebtedness (1947 - 1977), debt information compiled for the Annual Report, communication with regional development banks on joint debt, and the Foreign Bondholders Council (1946 - 1971).

IDA operational policy and procedures

The series contains a set of IDA general operational policy and procedure files (1960 - 1971) and files regarding credit regulation, creditworthiness, and Statements of Credits (1966 - 1968). General IDA policy files include reports from the Staff Loan Committee, Board of Directors meetings, IDA Financial Policy committee, and a draft of the Report of the Working Group on IDA policies by Benjamin B. King (1968). Other records concerning IDA policy and guidelines are found throughout this series filed according to the subject matter.

Lending and non-lending policy and procedures

A large volume of records comprising this series relate to IBRD, IFC, and IDA lending policy (1948 - 1986) including specific topics such as: loan regulations and agreements; loan administrative reports; procedures for handling loan applications; lending forecasts including Five-Year Program; structural adjustment lending; Special Project Preparation Facility; Third Window loans; cancellation of loans and credits; and consultative and negative pledge clauses in loan agreements. There are also files on colonial lending (1948 - 1952), effective date, determination of loan grace periods, and amortization payment and maturity.

The series also contains records related to the Bank's technical assistance function from 1946 to 1977 and includes material on the UN Technical Assistance Board, correspondence with technical research institutes and training centers, and quarterly reports.

Project policy and procedures

A sizable portion of records also relate to the development of standards and policy surrounding Bank projects (1946 - 1977) such as appraisal of proposed projects, preparation and costs of projects, supervision of Bank and IDA project loans, project monitoring and identification of problem projects, performance audit reports, and origin of supply particularly for civil works projects.

Also included are records related to the creation, development, and review of Bank Group-wide and divisional procurement and consultant policies (1947 - 1986). Procurement policy issues and advice cover topics such as: assistance to borrowers in procuring materials needed for a project; contract bidding; selection of consultants; sector project contracts; review visits and discussions with governments; and comments on Bank procurement guidelines.

Specific files regarding consultants and contractors selected for Bank projects include correspondence on bidding, bonds, contractual arrangements, and international industry federations. There are also contractor files for certain member countries as well as the 1956 Colquhoun consultancy report.

Mission policy and procedures

Mission files comprising the series (1947 - 1971) relate to the establishment, administration, and functions of economic and sector missions, project supervision missions, technical assistance missions and special missions undertaken primarily by the Area Departments and Projects Department. Correspondence containing mostly internal memoranda, details practices and procedures for the collection of data and reports, scheduling and staffing for missions, cooperation with United Nations other international organizations and financial support of missions, and country updates. Memoranda is occasionally attached to lists of missions, tables with comparative data, Economic Committee reports on missions, and excerpts of senior staff meetings. Also includes a 1947 report on European missions and description of proposed missions. There are a portion of files (1972 - 1974) containing cables and outgoing letters drafted by the Projects Department and its sectors, mostly pertaining to administrative arrangements for missions and meetings and occasionally mission follow up discussions.Also included are correspondence and reports from the Bank's resident offices and missions (1947 - 1968).

Operational committees, working groups, task forces, and meetings

Series also contains the centralized records related to the practices, procedures, composition, and functions of the Bank's committees, working groups, and task forces concerned with operations. Includes memoranda, agenda, minutes, or reports of the Loan Committee (1946 - 1971), Economic Committee (1953 - 1968), Statutory Loan Committee (1947 - 1968), Financial Policy Committee (1949 - 1967), Technical Assistance Committee (1961 - 1964), Committee on Development Projects and Prospects (1975 - 1977), Operational Policy Subcommittee (1982), Advisory Panel on Bank Operations (1966 - 1968) and Working Parties on Financial Aspects of Development Assistance (DAC, 1969 - 1971). The functions of the Technical Assistance Committee that was established in 1961 under the chairmanship of the director of Development Services to review proposals forBank/IDA technical assistance were taken over in 1964 by the Loan Committee. Loan Committee records document committee deliberations, function, structure of meetings, designation of officers, drafting of Operational Memoranda, and subjects for discussion presented by Bank staff. Among the committee records are also files related to senior staff meetings (1963 - 1968).

External aid coordination

The series also contains records concerning the development and implementation of policy and strategies for co-financing covering the period 1975 to 1986 including joint and parallel financing. Records also cover development aid coordination with bilateral and multilateral organizations, aid untying, and guidelines and procedures related to consortia and consultative aid groups sponsored by the Bank (1971 - 1980). Also contains correspondence and documents related to the Consultative Group on Food Production and Investment in Developing Countries (CGFPI, 1974 to 1977).

Arbitration policy and procedures

Arbitration records in the series (1960 - 1971) concern policy and practices for the settlement of differences between member country clients, consultants, contractors, and manufacturers involved in Bank projects. Included is correspondence sent and received primarily by IBRD general counsel and staff and occasionally from operations or sector departments. There is also material concerning the Convention on the Settlement of Investment Disputes (SID), and the establishment of the International Centre for Settlement of Investment Disputes (ICSID) including summary of meeting proceedings (1964 - 1968).

Finance policy and procedures

Financial audit records in the centralized files were primarily created by Treasurer's Department, Office of the Controller, Technical Operations Department, its sector divisions, and successors and relate to external auditing of Bank and IDA borrowers accounts by independent and corporate auditors. Letters and cables to and from government officials, companies, and private banks provide information on balances of loans and loan details, and internal memoranda outlines countries with project loans and contains arrangements and reviews of accounting practices of industrial borrowers.

Records related to the Bank's policy on investment were created between 1950 - 1973 and covers the advancement and protection of private and foreign investments, guarantees, insurance, and the Symington Plan (1953 - 1957). There is also correspondence with international investment institutions and memoranda from Shirley E. Boskey, policy planning officer and senior policy planning advisor in the Development Services Department, concerning the Working Party on International Investment Guarantees.

Portfolio sales and participation records in the series (1947 - 1968) include memoranda to and from Legal and Treasurer's Departments and the Office of the President including President Black. There are also letters, cables, and other material related to the sales of bonds received under loan agreements and participation by outsiders in loans. Includes approvals for borrowing filed by country, certificates of investment, exchange transfers, and statements of borrowers' obligations. Also includes correspondence relating to the Ford Foundation participation (1956 - 1962), German purchasers, and transactions handled by the Bank's New York and Paris Offices.

Development banks and development finance companies

Several files in the series relate to development banks and development finance companies (1951 - 1978) including Bank Group meetings with regional development banks and development finance companies. Other records relate to IFC's appointment of directors to the boards of development banks and of finance companies in which IFC is a shareholder. There are also a few files regarding the Conference of Development Finance Companies (1965 - 1971).

Operations administration

Series contains records concerning Bank operations administration from as early as 1946 and departments' status of projects, reports to andfrom department heads, country assignments, schedules of operations, operational vice president meetings (1978 - 1986), operations evaluation system (1975 - 1977), and operations evaluation reports including the annual report (1978 - 1983). There are also records related to the preparation of Board reports and working papers such as Future Role of the Bank (1977), Possible Improvements in Techniques of Lending - A Study by the Staff of the World Bank (1970), and a review of Bank experience with proposals for the future (1969). Two general reports files (1975 - 1977) relate to the distribution, format, quality of various reports proposals and standards for the president's report, appraisal report, economic and sector reports, annual report, and drafting of confidentiality agreement of contractors regarding Bank records.

The series also includes correspondence and other records related to policies, practices, and preparation for Bank Group operational reports and statements including: Monthly Operational Summary of Bank and IDA projects (1955 - 1971); Semi-Monthly Operational Report to the Executive Directors on Bank and IDA Operations (1967 - 1971); IFC Monthly Report (1966 - 1968); Statement of Loans (1952 - 1976); Status of Loans (1954 - 1970); Statement of Credits (1969 - 1975); World Tables (1969 - 1976); Country Data and Economic Indicators, Country Economic Brief and Country Program Papers (1969 - 1985).

There is also material concerning the planning and preparation of the Bank's operational directives including the Operational Memorandum and Manual (1952- 1986), Central Projects Notes and Operational Policy Note (1981 - 1986) and Projects Department Director's Memoranda (1969 - 1971).

Fellowship and training files in this series (1969 - 1971) primarily originated in the Projects Department and its sectors, particularly the Education Sector, and contain mostly internal memoranda and cables related to: administrative arrangements of member country trainees for operational projects also known as manpower trainees; nominations of trainees; proposed training for Projects Department professional staff; trainee and fellowship recipient reports; and comments on a draft manual on an "overseas" training program.

Third System Review

The series consists of records related to CGIAR's Third System Review conducted in 1996-1998. The Review's purpose was to assess the role, relevance and future directions of the CGIAR System and make recommendations for improving its overall effectiveness. Its focus included, but was not limited to:

  • Mission and strategy: mission, scientific orientation, goals, principal activities, priorities, and strategies of the System

  • Governance and finance: roles and responsibilities of System-wide units, System-level management processes (priority setting, resource allocation, evaluation); funding modalities

  • Operational effectiveness: quality, relevance, and efficiency of the science practiced by the centers; partnerships; structural considerations.

The Review was conducted by an external panel which was supported by separate Working Groups and facilitated by a secretariat. The series contains Review Panel meeting minutes along with extensive background readings and other supporting materials. Indexes for meeting-related materials are included. Series also contains correspondence related to the System Review. Correspondence relates to the selection of Panel and Working Group members as well as meeting and conference planning and requests for comments on Review-generated reports. The series also contains a file of reports commissioned by the Review Panel as well reports created or collected by the Panel. Finally, the series contains a copy of the Review's final report, The International Research Partnership forFood Security and Sustainable Agriculture, dated October 8, 1998. A draft of the final paper by the Specialist Panel on Governance and Finance (August 24, 1998) is also included.

FPRVP chronological files

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

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

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

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

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

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

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

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

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

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

Speeches and related materials

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

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

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

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

Financial analyst and division chief, Financial Policy and Analysis Department (FPA) chronological correspondence files

Series contains the chronological files created by Rischard during his time as a financial analyst in the Financial Policy and Analysis Department FPA; he worked in both the Financial Analysis Division (FPAFA) and the Financial Studies Division (FPAFS). The series also contains records maintained by Rischard after he was named the Department's division chief for the new Financial Management and Analysis Division (FPAMA) in 1984. Records in this series relate to the various activities for which these units were responsible. Work areas included: IBRD financial forecasting (as part of the IBRD Financial Projections Task Force that Rischard participated in and, at times, led); IBRD and IDA program and financial policy review; the Bank's relationship with high debt countries and its advisory role in debt restructuring; exchange rate and currency availability and disbursements; commercial loan sales; guarantee pricing; and the creation of an IBRD subsidiary bank. Many of the records in this series were created in the context of the FPA's Management Support Group (formerly the Data Support Group). The Group's work consisted of: IBRD forecasting; FPA work scheduling; and development of management information and monitoring tools (including management of resource mobilization, net transfer, and income).

Director, Investment Department (INV) chronological correspondence files

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

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

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

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

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

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

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

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

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

EMPPE chronological files

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

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

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

Subject files

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

Chronological files

  • WB IBRD/IDA STAFF-14-01
  • Reeks
  • May 1973 - March 1976, January 1980 - December 1988, January 1984 - December 1988

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

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

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

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

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

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

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

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

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

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

Bank organization and staffing reports

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

Sector and Operational energy and industry unit chronological files

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

Briefing books, speeches, and presentations files

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

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.

Pre-Bank conference and seminar policy papers

This series includes policy papers prepared by Lamb for conferences and seminars when he served as a research Fellow at the Institute of Development Studies at the University of Sussex from 1977 to 1979. The papers pre-date his appointment to the World Bank in 1980. The following draft papers are included: Distributive Politics in Tanzania; The Politics of Growth and Distribution: Is a Policy-relevant Analysis Possible?; and Organising for Technology Appropriation: An approach to appropriate technology implementation.

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

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

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

Asia Vice Presidency (ASIVP) chronological correspondence files

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

FPBVP and FPRVP subject and activity files

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

Bretton Woods collection

Series is comprised of Leonard B. Rist's collection of reference material on the Bretton Woods Conference and the events leading up to it. Document types include official copies of proposals, agreements and amendments relating to the Bretton Woods institutions, IBRD and IMF, as well as reports and commentary from U.S. government agencies (Treasury, Federal Reserve, State Department), research institutions, and the press (Foreign Affairs, Finance, Foreign Commerce Weekly). Also included are President Roosevelt's address to Congress recommending passage of the Bretton Woods agreements, 1963 amendment to the Bretton Woods agreement, and several unpublished papers.

Interim Committee files

This series contains Stern's records relating to the Interim Committee of the Board of Governors on the International Monetary System, known as the Interim Committee. The Interim Committee was created by the International Monetary Fund (IMF) in 1974 to advise in the supervision of the management and adaptation of the evolving international monetary system until the establishment of a permanent decision-making body. Stern attended the meetings of the Interim Committee on behalf of the Bank. The records consist of agendas, reports, and records of discussion of the Interim Committee meetings from August 1975 to December 1981. Also included is Stern's correspondence regarding Interim Committee meetings and issues.

Managing Director files

The series consists of records created and received by Stern while serving as Managing Director from December 1991 until his retirement in 1995. The majority of the records are chronological files containing outgoing memoranda, letters, reports, and handwritten notes addressed to his fellow Managing Directors Atilla Karaosmanoglu and Sven Sandstrom, President Lewis Preston, Regional Vice Presidents, and other senior managers. The files cover issues including: Loan Committee proceedings for which Stern served as Chairman; Commonwealth of Independent States (CIS) food security, staffing, and other matters; initiation and status of country loans; country debt; planning and review of Bank program and budget; recruitment; and comments contributing to internal papers and strategy discussions. Other external correspondents include senior government officials, academic institutions, and private sector executives. Series also contains a small portion of files relating to lending operations and portfolio management, Lending Allocation Review (LAR) guidelines, Policy Review Committee guidelines, and Country Strategy Assistance Program guidelines.

Correspondence with World Bank Presidents

The series consists of correspondence between Stern and World Bank Presidents McNamara, Clausen, Conable, and Preston accumulated over the course of his time at the Bank. Correspondence includes copies of memoranda and attachments authored by Stern and sent to the President as well as some of the President's incoming and outgoing correspondence from others, which was forwarded to Stern. Correspondence serves a variety of purposes: information dissemination; briefing for President's meetings; responding to requests for information; authoring correspondence for the President; and submitting reports, announcements, and correspondence for the President's approval. A small portion of the memoranda are originals sent by Stern or the President, and many also contain attached reports and papers or articles. Other record types include telexes and letters. The files document a broad range of policy and management issues during Stern's various appointments such as country economic issues, debt repayment, World Bank program review and budget, Bank-Fund relations, annual meetings, and women in development. One folder from 1987 to 1990 exclusively relates to activities of the Finance Vice Presidency.

Correspondence with Executive Directors

Series contains primarily outgoing copies of memoranda and typewritten or handwritten notes sent or received by Stern relating to his business with the World Bank's Executive Directors. The records span the period when Stern was Senior President of Operations (SVPOP), Senior Vice President of Finance (FINSV), and Managing Director and therefore documents a crossover of operational, financial, and executive management matters. Correspondence is addressed to and from individual or all Executives Directors asa group, or is authored by other senior officials and sent to Stern for his consideration or comments. A significant volume of the correspondence contains attached letters, reports and telexes and covers issues including: county projects, loans and repayments; aid coordination; International Development Association (IDA) resources; and governance and operational policy and procedures such as Board management and overdue loans and arrears.

Vice President of South Asia Region chronological files

The series consists of outgoing memoranda written by Stern while he served as Vice President of the Bank's South Asia Region (SAR). Some memos are addressed to the World Bank President McNamara and others to senior managers and managers in SAR. The series also includes letters and telexes to the regional missions and government officials in South Asia, notably India and Pakistan. The records address such issues as the formulation of the lending programs for the region or its individual countries, the review of individual projects, operational policies and procedures, cooperation with the Central Projects Staff and the Development Committee, and staffing and budgeting.

Development Committee files

This series contains Stern's records relating to the organization and functioning of the Joint Ministerial Committee of the Boards of Governors of the Bank and the Fund on the Transfer of Real Resources to developing countries, known as the Development Committee. The series includes Stern's correspondence regarding the Development Committee and the Draft Resolution establishing it, its initial work program, administrative arrangements, membership lists, and budget. Included in the administrative files are April and September 1974 reports from the Technical Group on the Transfer of Real Resources, the Committee of Twenty, as well as the September 1974 suggestions for the work program of the Development Committee. The bulk of the series are Stern's files on meetings of the Committee from its inaugural meeting in October 1974 through September 1981. The series also includes files on two working groups and a task force established by the Committee.

Chronological files

Series contains chronological files of Debrework Zewdie that cover her various activities related to managing the Bank's HIV/AIDS programs and partnerships. Three files date 1999 to 2001 and cover the period when Zewdie led the AIDS Campaign Team for Africa (ACTAfrica) in the Africa Regional Vice Presidency (AFRHV). The 1999 chronological file contains only a single letter. The records reflect Zewdie's collaboration with external organizations, attendance at externally organized events, and peer review of reports, and include: hard copies of emails to World Health Organization (WHO) and the Joint United Nations Programme on HIV/AIDS (UNAIDS) colleagues, including comments on a UNAIDS/WHO working paper; invitation letters to external meetings and conferences; letters from development organizations; and letters from country officials addressed to Bank President James Wolfensohn regarding concessional funding and the World AIDS campaign. There are internal hard copy emails addressed to colleagues of the Africa Region AIDS Campaign Team and director of the Human Development, Health, Nutrition, and Population Team (HDNHE) on meetings of common interest or participation. Correspondence is filed with provisional agenda and reports, internal and external working papers and guidance documents sent for Zewdie's review, and UNAIDS press releases and meeting papers.

Chronological files dated 2002 to 2004 cover Zewdie's tenure as director, Global HIV/AIDS Program (HDNGA). Files contain mostly hard copy emails and facsimiles between Zewdie and her reporting unit, Human Development Network Vice Presidency (HDNVP), and Zewdie's responses to requests addressed to the Bank president or HDN vice president. Topics covered in the files include program audit, relations with The Global Fund to Fight AIDS, Tuberculosis and Malaria, HIV/AIDS research, Bank-organized consultation workshops, partnership between the Global HIV/AIDS unit and AIDS Campaign Team for Africa Region, and administrative matters. Other record types found in thefiles are external newsletters, conference booklets, project proposals, a unit progress report (2002), and financial reports to UNAIDS on use of funds.

Subject files

This series contains subject files created and maintained during Frank's career in the World Bank Group. Most of the files come from the period during which Frank was a managing director of the Bank, 1995 to 1997. The series also includes records assembled while Frank served in his various capacities at the International Finance Corporation (IFC), 1979 to 1995, including his work with the Planning, Budget, and Analysis Department (PBA), and as IFC Vice President, Finance and Planning (CFPVP). One file contains a photocopy of a thesis originally published in 1965.

File date ranges indicate when the original materials were created, not necessarily the dates of duplication or use. In many cases, particularly while serving as managing director, Frank retained or acquired older documents for reference on a subject.

File titles reflect original groupings of records. Liaison files relate to Frank's work as chairman of the Private Sector Development (PSD) Group to foster cooperation across the World Bank Group on PSD issues. Files labeled "significant issues" contain records about specific topics central to Frank's work. Many individual "informational files" contain materials on multiple unrelated topics.

Subject file topics include: private sector development (PSD); the Multilateral Guarantee Investment Agency (MIGA); IFC market borrowing; guarantees; individual corporations such as Corporacion Financiera del Valle, Enron, Freeport, and the Institute of International Finance; multilateral development banks; the Bank Group's Strategic Compact; and various conferences and meetings that Frank attended. Materials include memoranda, internal and external correspondence, minutes, notes, discussion papers, draft and final reports, and presentation documents.

Financial Operations Department (FOD) and Vice President and Treasurer (TREVP) subject files

This series includes subject and activity files collected by Jessica P. Einhorn while serving in the Office of the Vice President and Treasurer (TREVP, 1981-1986, 1991-1995) and the Financial Operations Department (FOD, 1987-1991). Included are some files likely created by Einhorn's TREVP colleagues and predecessors, notably Vice President and Treasurer Eugene H. Rotberg.

Topics discussed in subject files from the 1970s and 1980s include: a proposal for a "World Bank's Bank" to increase IBRD lending and raise funds from commercial banks; the Financial Policy and Analysis Department (FPA); asset management; debt prepayment; special drawing rights; U.S. Treasury policy; and innovative financial transactions. Subject files from Einhorn's tenure as Vice President and Treasurer (1991-1995) cover topics such as: policy issues in international bond market access and liability management; proposed borrowing transactions; the Government Borrowers Forum; and monitoring reports on audits.

Managing Director, Finance and Resource Mobilization (MDFMD) subject files

This series consists of subject files and briefing books from when Jessica P. Einhorn served as Managing Director, Finance and Resource Mobilization (MDFMD), from January 1996 to August 1998. The series includes files started before Einhorn's transition to MDFMD, such as a current events briefing book of financial reports (1992-1996), files on meetings of senior finance managers (1992-1998), and a collection of Einhorn's speeches (1982-1998).

Subject files in this series relate to topics such as: financial accounting issues; reports by the Internal Auditing Department (IAD); letters of representation for financial audits of the Bank; the eleventh replenishment of the International Development Association (IDA11); membership and financing for Bosnia and Herzegovina; and a "glass ceiling panel" about the gender imbalance in senior business leadership, including at the Bank. Briefing books cover issues such as allocation of net income and review of single-currency loans (SCL) and currency pool loans.

"Foundation files" relating to the World Bank Group's efforts to build partnerships with charitable foundations and foundation-like organizations (FLOs) contain briefing books, memoranda, discussion papers, and quarterly reports. Organizations referenced include the Rockefeller Foundation, Open Society Institute (Soros Foundation), Ford Foundation, Carnegie Corporation, MacArthur Foundation, and Getty Trust.

Cofinancing and Financial Advisory Services Department (CFS) chronological files

Series consists of chronological correspondence created and received by Bock while he served as director of the Cofinancing and Financial Advisory Services Department (CFS).

Records in this series are primarily memoranda between CFS staff and management, regional unit staff, and other Bank departments such as Financial Policy and Risk Management Vice Presidency (FPRM). Topics include Bank financial policy and planning, cofinancing operations, debt issues, and departmental budget monitoring and staffing.

Subject files

This series contains subject file records maintained by Bock during his tenure from 1983 to 1991 as director of the following departments: Financial Policy and Analysis (FPADR); Debt Management & Financial Services (DFS) and its successor, the Cofinancing and Financial Advisory Services (CFS); and Operations Staff, Office of the Senior Vice President, Operations (OPNSV).

Records included in the series are memoranda between Bock's subordinate units and several other Bank departments, letters and facsimiles exchanged with representatives of multilateral development institutions and other external organizations, agenda and minutes of meetings, Board papers, internal working papers authored by Bank staff, handwritten notes, speeches, and external reports.

Topics from Bock's financial policy, analysis, and advisory work in the 1980s include: IDA replenishment negotiation, IBRD capital increases, borrowing requirements and prospects, currency swaps, debt-for-nature swaps, financial technical assistance, coordination with the International Monetary Fund (IMF) and World Bank Group affiliates; cofinancing and collaboration with external partners including Organization for Economic Cooperation and Development (OECD); and Group of Ten (G10) and other intergovernmental meetings. Also included are records dated 1983 to 1986 concerning the Future Role of the Bank initiative including a task force chaired by Bock that addressed resource implications and lending prospects.

A large portion of records in the series concern external debt issues including debt reduction efforts to assist developing countries, debt studies, eligibility criteria, allocation approaches and impacts on Bank exposure, Debt Task Force, use of the IDA Special Facility for Debt Reduction, and the Bank's support to the Brady Plan introduced by then-US Secretary of the Treasury Nicholas Brady in March 1989. Bock met with US Treasury Department and commercial bank officials on behalf of the Bank during the Brady Plan's implementation that are reflected in this series.

Many records also relate to the Bank's response to the Persian Gulf War and oil price crisis in the early 1990s. The conflict had significant economic implications for countries in the region, and the files in this series relate to Bank assistance to the affected countries, and cost sharing discussions between development partners. Records include correspondence, briefings, minutes of the Gulf Crisis Financial Coordination Group of bilateral and multilateral members, and collaboration withIMF, particularly in preparation of a paper, "Coordination of Development Assistance in the Middle East Region" requested by the Gulf Crisis Financial Coordination Group.

The series also comprises records documenting Bock's diverse activities in OPNSV such as involvement in the Operations Committee, Lending Allocation Review Group, World Bank Group's private sector development initiatives, technical assistance program and Technical Assistance Review Task Force, environment and environmental impact assessments process, Union of Soviet Socialist Republics (USSR) development, 1991 Bank reorganization, and seminars and conferences Bock attended or presented at, including the Global Finance Forum.

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.

Research projects and operational support

  • WB IBRD/IDA TRA-02
  • Reeks
  • 1952 - 1953, 1964-1991, 2001 - 2011

Series consists of records documenting the Transportation Projects Department (TPD) and successor units' research projects and activities, United Nations Development Programme (UNDP) projects, and operational support to the Bank's lending and project activities in the transport sector. Specific records are further described within the sections below.

Highway Design and Maintenance Standards Study (HDMS) and Highway Design and Maintenance Standards Model (HDM)

The largest volume of records in this seriesrelate to the World Bank?s Highway Design and Maintenance Standards Model (HDM) and to the research projects that served as the basis for the model?s creation (1969 - 1988). The mathematical model resulted from the Highway Design and Maintenance Standards Study (HDMS) initiated in 1969 by Transportation Department (TRP) engineers to develop a new quantitative basis for investment decision making in the highways sector. The HDMS became a large-scale collaborative research project involving academic institutions and road agencies in several countries. Among the first collaborators were the British Transport and Road Research Laboratory (TRRL), the French Laboratoire Centrale des Ponts et Chaussee, and the Massachusetts Institute of Technology (MIT) in the United States.

While most of the records in this series concern the third model version, HDM-III, released in 1987 and researched and prepared over the previous decade, a massive portion of reports and background research materials from the earliest years ofthe project are also included. Records relate to general methodologies, country-based studies and analysis of highway design, evaluation, damage, costs, pavement performance, roughness measurement systems, deterioration, and maintenance. Records also relate to proposals to modify the HDM model, work programs, release of HDM, and discussion of a Permanent International Association of Road Congresses (PIARC) Committee on roads in developing regions.

Project records include proposals, reports, research and discussion papers, budget tables, user manuals, questionnaires, lists of computer specifications, model descriptions, and training materials. HDM-II and III were mainly based on field studies undertaken in Kenya, Brazil, India, and the Caribbean. The series mostly contains records that relate to the Brazilian and Indian studies, including internal and external reports, working papers, data tables or datasets, calculations, notes, memoranda, correspondence, back-to-office reports, project files, and seminar and presentation notes. Also included are the volumes of the Bank's Highway Design and Maintenance Standards Series that document the results of the HDM study: "The Highway Design and Maintenance Standards Model"; User's Manual for the HDM-III Model, both authored by Thawat Watanatada, Clell G. Harral, William D. O. Paterson, Ashok M. Dhareshwa, Anil Bhandari, and Koji Tsunokawa and "Vehicle Operating Costs: Evidence from Developing Countries" by Andrew Chesher and Robert Harrison; and "Modelo de Normas de Diseno y Mantenimiento de Carreteras".

The Brazil Highway Research Project study was the largest of the HDM field studies and was conducted from 1975 to 1984. The results were used as the primary basis for the empirical and theoretical work of the HDM-III model issued in 1987. The project was financed by the Government of Brazil and the United Nations Development Programme (UNDP) and executed by the Empresa Brasileira de Planejamento de Transportes (GEIPOT) jointly with a team from the World Bank and the Texas Research and Development Foundation. Its objectives were to determine the total cost of highway transportation in Brazil and minimize the cost. Topics among the records include costs of highway construction, highway characteristics, vehicle utilization and maintenance, road deterioration analysis, road roughness analysis, road costs, paved road deterioration, traffic simulation model, and fuel consumption. Many records were maintained by TRP's Senior Highway Engineer William D.O. Paterson, who was responsible for methodology and processing of the primary data.

Records of the India studies concern the spectrum of axle loads on national highways, growth of highway traffic, construction and maintenance of roads,road user cost, and road improvement programs in India.

Highway and road research and project support

Series also contains various records created and maintained while conducting research projects for publication, or analysis and support for Bank lending projects. The earliest records relate to a Washington Motor Vehicle Operating Cost Survey (1952 - 1953). Most material dates between 1968 and 1991.

Records include technical, laboratory, and work progress reports, as well as correspondence with external institutions, executive summaries, notes, back-to-office reports, Terms of Reference, project cycle documents, government reports, topography maps, and chronological files primarily maintained by Senior Highway Engineer William D. O. Paterson. The records contain information about the Indonesia Highway Betterment Project P003838 concerning pavement and asphalt testing and road maintenance, as well as state-owned transport enterprises in Indonesia, road management system, India road deterioration study, Niger Fourth and Sixth Highway Project missions, road and pavement management in Niger and Nigeria, Eastern Europe highway survey and analysis, supervision of transport studies under the Korea Highway Sector Loan P004112 and the Korea Provincial and County Roads. or Road Development Project P004107, road maintenance study in Tunisia, fuel pricing, taxing transport, road use costs, and road engineering.

Also included are working papers and reports from various authors regarding cost responsibility and allocation, vehicle size and load limits, pavement design and management, and road roughness in the United States, South Africa, Brazil, etc., reports and proceedings about road deterioration and terrain analysis, and correspondence, articles, notes concerning axle-load regulations, climate analysis, and the American Association of State Highway Officials (AASHO) design method, which was based on extensive tests on pavement failure carried out between the 1950s and early 1960s.

There are also photographic prints and negatives that depict road maintenance work, however the location and context of the photographs are not known.

World Bank / United Nations Development Programme (UNDP) projects

The series also contains recordsregarding the Transportation Department (TPD) role as the executing agency for projects of the United Nations Special Fund and the Fund's successor UNDP between 1968 and 1972. Through financing and technical assistance, the Bank and UNDP assisted former territories and countries who requested assistance to improve their transportation system. Projects in the series primarily relate to the Bank's supervision of national transport studies and surveys, which were typically conducted by outside consulting agencies or individuals (e.g., experts for technical assistance on the managerial level, engineers, soils and pavement specialists, economists, project managers, etc.) recruited by UNDP.

The records reflect project coordination, pre-appraisal and appraisal activities, feasibility studies, negotiations with contracting agencies (e.g., Kampsax, Louis Berger Inc.), staffing, cost estimates, project and contract extensions, logistic management, study findings and recommendations, and comments on reports.

Types of records include: survey and economic mission reports; applications and proposals; contractors' resumes; contracts for consultants' services; Terms of Reference; progress reports from contractors concerning various activities (e.g., implementation of rehabilitation work).

Specific projects include: Indonesia transport and port and dredging survey; Fiji transport and highway Maintenance Surveys (application submitted by the Government of the United Kingdom, on behalf of the Government of Fiji); Korea transport, highway studies, highway coordination and organization, and ports and harbors; Malaysia transport survey; Pakistan Karachi port expansion study; East Pakistan ports and waterways; East/West Pakistan transport study, Papua New Guinea highway study; Philippines port study; and Bangkok Thailand transport study.

Appraisal software user manuals

The series contains four user manuals developed by the Transportation and Urban Projects Department (TUD) with the assistance of the Computing Activities Department (1974, 1976 - 1977). The manuals provide instruction for the appraisal software used for Bank operational projects. The software was also distributed to member countries. Manuals include: Financial Analysis System (FAST, 1977), Port Simulation Model (PORTSIM, 1974), Cost Benefit Package (CBPACK, 1974), and the Road Analysis Model (RAM, 1976). FAST was designed to support the financial analysis of projects implemented by the Bank. CBPACK was produced to support the cost benefit analysis of projects. The Port Simulation Model (PORTISM) was an appraisal tool designed to support the evaluation of port projects. It aided Bank engineers and economists to accurately estimate the operational implications of the projects. The RAM appraisal tool was designed to support the economic evaluation of road projects by the Bank by providing an estimated return on the contemplated investment. The software is not included in the series.

Bank operational project support

The series also contains records related to theTransport Division of the Transport and Urban Development Department (TUDTR) and successor units' support to Bank lending projects (2001 - 2011). Records contain information about technical proposals for the supervision consultancy for Jaffna District in the Sri Lanka Provincial Roads Project - P107847 and technical assistance services for an environmental audit as part of the Bangladesh Rural Transport Improvement Project - P071435. Record types include reports and studies (e.g., status and audit reports), manuals, and procurement-related records.

Cities Alliance partnership and program collaboration

Series consists of records concerning the establishment and management of the Cities Alliance global partnership, a coalition of cities and development partners launched in 1999 by the World Bank and the United Nations Centre for Human Settlements (UNCHS, also known as UN-Habitat). Prior to the creation of the Cities Alliance unit within the Infrastructure and Urban Development Department (INFCA) in 2000, records were maintained by the Urban Development Division (TWURD) and the Global Urban Unit (TWUGL) ofthe Transportation, Water and Urban Development Department.

Record formats represented in this series include: printed email correspondence between the alliance secretariat, manager, partners, and Bank regional staff; mission back-to-office reports (BTORs) and aide-memoires; Terms of Reference (TORs); Initiating Concept Notes (ICN); Initiating Briefs for Trust Funds (IBTF); grant progress reports; audit and financial reports; Memoranda of Understanding (MOUs); technical and consultant reports; partnershipand trust fund agreements; presentation slide hard copies; and background internal and external reports and studies.

Cities Alliance establishment and governance

The alliance secretariat, first led by Manager Mark Hildebrand (1999 - 2006), was responsible for developing the governance structure and charter, administering funds from donors, and promoting global support for the multi-donor partnership. The earliest records date from 1995 and detail the initiative's formation, negotiations, and partnership between the Bank and Habitat.

Records also relate to the Cities Alliance launching ceremony and speaking engagement of World Bank Group President James D. Wolfensohn, Cities Alliance and Consultative Group (CG) inaugural meetings in December 1999 and subsequent CG meetings, annual alliance meetings, proceedings of the Steering Committee to provide guidance to the secretariat and successor Executive Committee, Policy Board Adviser meetings, Bank/UNCHS support teams meetings, and Cities Alliance annual reports beginning from 2001.

Program and trust fund management

The series also contains records related to management of Cities Alliance activities under Manager Mark Hildebrand from 1999 to 2006 and Manager (later Director) William Cobbett from 2006 to 2015. Records reflect the secretariat and manager's missions to partner cities, attendance and participation at meetings, global conferences, and other events, work program planning, evaluations and proposals, and development and implementation of key Cities Alliances and World Bank initiatives. The initiatives represented in the records include the Cities Without Slums (CMS) Action Plan, City Development Strategy (CDS) guidelines, Local Economic Development Initiative, and the Bank/International Monetary Fund Comprehensive Development Framework (CDF). Specific meetings and conferences include annual Urban Forums, Mayors Summits, partner collaboration meetings, and various seminars and workshops.

There are also records related to collaboration with the Bank's urban development units, the Africa Regional Vice Presidency technical units, division and management retreats, and a set of chronological files (2000 - 2006).

Records in the series also document relations with Cities Alliance partners (1998 - 2014) including UN-Habitat and other UN agencies, multinational development banks, bilateral and multilateral donors, recipients, associations of local authorities, and financial contributions from partners and donors including the Bank's Development Grant Facility (DGF). Records also relate to the alliance's support to the UN Millenium Development Goals (MDGs) implementation and the Urban Management Program (UMP), a technical assistance program co-sponsored by the United Nations Development Programme (UNDP), UN-Habitat, and the Bank.

A large volume of records relate to the Cities Alliance unit's administration of trust funds (1999 - 2015) that provided grants for city development strategies, slum upgrading, and national urban development policies. Notable alliance projects include City Development Strategies for Montego Bay (Jamaica), Hyderabad (India), cities in Africa, Yemen, and Cities without Slums projects for Peshawar (Pakistan), Brazil, Morocco, Yemen, and many others. The partnership's secretariat and trustee functions shifted to the United Nations Office for Project Services (UNOPS) at the end of 2013 and, according to the Cities Alliance annual report, Bank-administered legacy grants were largely completed by 2015, which accounts for a few filesdated to that year.

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

  • WB IBRD/IDA WB_IBRD/IDA_107-01
  • Reeks
  • 1997 - 2003

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

Policy, Planning and Program Review Department chronological files

  • WB IBRD/IDA WB_IBRD/IDA_95-01
  • Reeks
  • 1972 - 1982

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

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

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

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

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

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

South Asia Country Programs Department chronological files

  • WB IBRD/IDA WB_IBRD/IDA_95-03
  • Reeks
  • 1984 - 1986

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

Copies of George D. Woods used for the biography

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

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

Chronological files

  • WB IBRD/IDA WB_IBRD/IDA_112-01
  • Reeks
  • 1983 - 1998

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

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

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

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

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

Speeches, articles, and conference attendance and participation

  • WB IBRD/IDA WB_IBRD/IDA_112-02
  • Reeks
  • 1976 - 2006

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

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

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

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

  • WB IBRD/IDA WB_IBRD/IDA_111-04
  • Reeks
  • 1975 - 1980, 1990

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

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

Finance Operations Department (FOD) chronological and subject files

  • WB IBRD/IDA WB_IBRD/IDA_111-05
  • Reeks
  • 1970 - 1991 (predominant 1980 - 1986)

Series consists of correspondence created and received by Frank Vita during his time as a Senior Economist for Financial Operations in the Finance Operations Department (FOD) of the Treasury Vice Presidency (TREVP). Vita led FOD's Capital Markets and Economic Studies Unit (CAMES) from 1980 to 1984 and much of the records in this series relate to its activities. CAMES was responsible for supporting the Bank's borrowing activities by conducting research and reporting on country markets and financial standing, currency markets, capital markets, and central banks. It was the vehicle through which FOD developed borrowing policies and strategies for the World Bank. Series primarily consists of chronological files that contain correspondence, memoranda, reports, studies, summaries, and handbooks related to these activities. Records related to central bank investments in the World Bank are particularly numerous. Records relate to the establishment of a Central Bank Facility that would provide a new avenue for World Bank borrowing and central bank investment in the World Bank. Among other reports and studies on central bank investment in the World Bank is the 1983 report "Central Banks as Sources of World Bank Financing: Financial Operations Review" authored by Vita.

Also contained in this series are "Wednesday Reports", a weekly internal document generated by FOD and often coordinated by Vita that reported on Bank borrowings, currency swaps, Bank bond offerings, and external market issuances and performances. Draftsof reports are included in some cases.

Annual and mid-year review of the Bank's borrowing operations are also found in this series, as are records relating to departmental staffing and mission travel.

Tokyo Office chronological files

  • WB IBRD/IDA WB_IBRD/IDA_111-06
  • Reeks
  • 1984 - 1987 (predominant 1984 - 1985)

Series consists of correspondence created and received by Frank Vita while serving as Deputy Chief of Mission in the World Bank's Tokyo Office between 1984 and 1985. The Tokyo Office primarily existed to assist in the Bank's borrowing program in the Japanese capital market. It also assisted in the dissemination of information on World Bank activities in Japan. Records include: briefing notes; speeches and presentations; policy and guideline papers; newspaper and magazine clippings related to Japan and its banking system and financial markets; and capital market studies. Correspondence in this series relates to: Tokyo Office administration, budgeting, and staffing; Tokyo capital markets; and currency swaps.

Personal records

  • WB IBRD/IDA WB_IBRD/IDA_109-03
  • Reeks
  • 1972-1987

A business card file containing various business cards of James L. Theodores and of other individuals in the fields of international development, media, and hospitality is included in this series. Numerous versions of Theodores's Curriculum Vitae and commendation letters are also included.

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