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Policy Research Department Poverty and Human Resources Division (PDRPH) Research

This series contains a variety of research materials accumulated in support of research projects undertaken by various staff in the Policy Research Department (PRD) and its predecessors, the Poverty Analysis and Policy Division (PHRPA) and later the Welfare and Human Resources Development Division (PHRWH) of the Population and Human Resources Department.

This series contains background materials, and administrative and research records from 1972 to 1991 (predominant 1985-1991) relating to the Living Standards Measurement Survey (LSMS) update for Peru in 1990. Records were compiled by Gillette Hall who was, along with Peruvian economist Richard Webb, responsible for the update. The original LSMS for Peru was conducted in 1985-1986 jointly by the Peruvian government and the World Bank (specifically the Education Department and the Development Research Department). These records consist of World Bank and Peruvian government studies, reports, and articles containing background materials on social and economicconditions in Peru, 1972 - 1985, that were gathered as part of the first survey. There is also a small amount of administrative material (back-to-office reports, notes regarding data entry, sample questionnaires, a summary of initial results from the survey, a list of studies based on the 1985 - 1986 data, and notes on fieldwork) relating to the first survey. Hall's records of the 1990 survey and of later research regarding Peru include: applications for funding; notes regarding the project's budget and sampling methods; background articles and reports on Peru published after the 1985 - 1986 survey; back-to-office reports for the Peru Social Sector Review, January 14 - 25, 1991 and for a mission to prepare for the update of the LSMS, June 17 - 18, 1991; correspondence concerning a fiscal year 1992 regional study to include programs in Peru; a copy of Hall's Cambridge University Master's thesis; notes prepared for a presentation on the 1990 survey; articles by Hall regarding conditions in Peru; and various drafts of an article on poverty in Peru by Hall and by Paul Glewwe of the PHRPA and later the PHRWH of the Population and Human Resources Department.

The series also contains records compiled by Elizabeth M. King relating to nine Bank published research papers pertaining to Peru that were authored, co-authored, or reviewed by King while working as an Economist first in the Education and Employment Division of the Population and Human Resources Department (PHREE) and later in PRDPH. The nine papers appear to have been based primarily on findings from the Living Standards Measurement Survey (LSMS) conducted in Peru. Six of the nine papers were published in the LSMS Working Papers series. Two papers were published in the Bank's Policy, Planning and Research Working Papers series and one paper was published as a Policy, Planning and Research Working Paper. In addition to drafts of the papers, which relate primarily to education and wages in Peru, the series includes: reference copies of other papers relating to Peru; computer generated tables relating to wages, GDP, and education in Peru; copies of a few papers presented by King at professional meetings; 5 1/4 inch floppy discs primarily containing different versions of reports as well as a small amount of research; and presentation materials. There is also some correspondence concerning a proposed book based on findings of the Peru LSMS.

Finally, records relating to World Bank staff research as part of the Youth Training and Employment Partnership Programme (YTEPP) in Trinidad and Tobago are included in this series. Most of the records were created in the PHRWH, although activities related to the YTEPP were moved to PRDPH in 1993. Records include correspondence, back-to-office reports, Terms of Reference, memoranda, YTEPP publications, questionnaires and codebooks. Also contained are 3 1/2 inch floppy discs that appear to contain research data in various forms.

Sub-Saharan Africa Hydrological Assessment records

Series consists of records related to the Sub-Saharan Africa Hydrological Assessment (SSAHA) project. The SSAHA was a United Nations Development Programme project (UNDP, Project # RAF/87/030). However, the World Bank served as the primary implementer of the project. The World Bank also helped finance the project, along with the UNDP, the African Development Bank (ADB), the French Ministry of Cooperation, and the European Community (EC).

The SSAHA was developed in response to requests from African governments to review the hydrological services in Sub-Saharan Africa. Its aim was to assist sub-Saharan countries in the creation and/or improvement of a sound hydrometric base for the purposes of planning and evaluating water resources development programs and projects. The project would evaluate the status of all existing water resource data and information and make recommendations for the filling of important gaps and for the general enhancement of the capability to measure, retrieve, process and publish hydrological data and information (Sub-Saharan Africa Hydrological Assessment Project Document; c. December, 1986; File #30187398). The project involved: preparing inventories of the present status of data collections, processing and publication including the listing of bibliographies; identifying the more important gaps that exist in present programs; and making recommendations on priority programs to fill the gaps including institutional and training aspects.

The SSAHA project was prepared by the World Bank in1986-1987 in consultation with the UNDP, the United Nations Department of Technical Co-Operation for Development (UNDTCD, later the United Nations Department of Economic and Social Development [UNDESD]), the World Meteorological Organization (WMO), regional African agencies, and African national governments. The UNDP approved the project in June, 1987 and the World Bank signed the Project Document as Executing Agency in the same month. The project became effective in September, 1987. A Steering Committee comprised of donor agencies, regional agencies, country representatives, WMO and UNESCO was established at this time. The UNDP chaired the Committee with the World Bank and ADB serving as co-chairs. It began to meet twice annually (or when convened by the Chairman) in November, 1987, to assist in the supervision of the project, to redirect approaches as needed, and to evaluate the project results.

Within the World Bank, the Agriculture and Rural Development Department's Production and Services Division (AGRPS) was designated the executing unit. Ulrich Kuffner served as task manager from 1987 until January 1, 1992 when Geoffrey Matthews, Agriculture and Rural Development Department, Technology and Natural Resources (AGRTN), replaced him. Torbjorn Damhaug of the African Regional Office, Environmentally Sustainable Division (AFTES), was made a co-task manager in 1994 or earlier. A Project Management Committee (PMC) was established in 1987 to serve as a liaison between the Agriculture and Rural Development Department (AGR) and the African Regional Office (AGR).

Series contains records created and received by the AGRPS that relate to SSAHA project planning, financing, execution, oversight, and evaluation. The majority of the records are organized into numbered volumes according to: consultant firm; African region; project organizer and/or financer; Steering Committee meeting; and general correspondence files.

Records relating to Regional African Agencies are numerous and contain correspondence between the Bank andthe Agencies' representatives. Folders are labeled according to region: South African Development Coordination Conference (SADCC, in 1992 renamed the South African Development Community [SADC]), and the International Authority on Drought and Development (IGADD, in 1996 renamed the Intergovernmental Authority on Development [IGAD]), as well as Madagascar, which is not included in one of the aforementioned Regions. Records relate to: project planning and negotiation; consultants' reports; planning of meetings and workshops; and coordinating with consultants. Records contain: drafts of consultants' reports and Regions' comments; back-to-office reports; Terms of Reference; consultants' proposals and contracts; and aide memoires.

Records also contain correspondence with consultants who have been awarded a contract. Records relate to: payment; revisions to Terms of Reference or payment; negotiation of completion and reporting dates; publishing; and coordination of consultants with Regions and countries.

The series also contains multiple volumes labeled General Correspondence. These records include correspondence with Regional African Agencies as described earlier. Correspondence with consultants is also included, although the majority of this material was created before contracts were awarded and thus contain Terms of Reference, proposals, minutes of negotiations, and related records. General correspondence files also contain correspondence with: the Bank's country and regional offices; country officials and representatives; participating agencies (UNDP, WMO, EC, ADB, etc.); and short-term consultants. Records relate to: project planning; meetings; training exercises; workshops; project coordination and logistics; contracts; financial issues; Bank staff reporting; evaluation of consultants' reports; project funding; and project research and planning.

The series contains folders for each of the eight Steering Committee meetings held between November, 1987 and July, 1996. Records relate to meeting planning and coordination and the invitation of participants. Records include: agendas; minutes; list of participants; preparatory materials (i.e. reports); and back-to-office reports by meeting attendees. A lesser amount of records relating to the World Bank's Project Management Committee meetings are also included; records are of similar type to those previously described.

Separate folders for correspondence with WMO, UNESCO, and the Comite Interafricain d'Etudes Hydrauliques (CIEF) are also contained in this series.

Budget files containing reports, budgets, copies of contracts, revisions, and disbursement records are also included.

The series also contains numerous folders labeled General Files. Records include: reports and articles used as background or research; reviews of the SSAHA project written by Bank staff or consultants; copies of contracts with consultants; correspondence with consultants; budget and financing summaries; consultant negotiation materials; cost estimates; drafts of SSAHA pamphlets; correspondence related to meetings; comments on consultants' reports from Bank staff and external; Project Performance Evaluation Reports (PPER) for RAF/87/030 (1992 and 1994); correspondence between AGR staff related to project planning and development; multiple drafts of the original SSAHA Project Document; final versions of the original SSAHA Project Document; copy of signed WB/UNDP SSAHA agreement; meeting notes; progress reports of consultants; recommendations for future action; World Hydrological Cycle Observing System (WHYCOS) project document and supporting materials, including materials related to its regional components; files on individual and short-term consultants; records related to SSAHA hydrological workshop (1994); copies of booklet, Sub-Saharan Africa Hydrological Assessment (1993); text of the SSAHA Program Completion Brochure (1996); and a paper by Geoffrey J. Matthews, Communications for Bridging Different Water Perspectives.

Also included are numerous copies of draft and final SSAHA country and regional reports prepared by project consultants. These include: Madagascar: Evaluation Hydrologique en Afrique Sub-Saharienne (HASSA), Pieces Annexes (1996); Madagascar: Evaluation Hydrologique en Afrique Sub-Saharienne (HASSA), Rapport Principal (1996); Sub Saharan Africa Hydrological Assessment, SADC Countries - Country Report: Namibia (1995, draft report); Sub Saharan Africa Hydrological Assessment, SADC Countries - Country Report: South Africa (1996, draft report, two copies); Regional Strategic Action Plan for Integrated Water Resources Development and Management in the SADC Countries (1999-2004) - SADC Water Co-ordination Unit, Maseru, Lesotho (1998, 1st draft); Evaluation Hydrologique en Afrique Subsaharie: Madagascar -- Proposition Technique et Financiere (1995); Sub-Saharan Africa Hydrological Assessment West African Countries: Regional Report (1992, also a copy in French); and Madagascar: Evaluation hydrologique en Afrique Sub-Saharienne (HASSA) - Addendum au rapport principal (1997).

Administrative files

This series reflects a variety of the activities undertaken by the Office of the Historian. The activities file contains lists of oral histories conducted by the project and lists of records the historian had when the office closed. The Paris file reports on records that are in the Bank's Paris office, while the CPP file reports on the master set of Country Program Papers, Country Strategy Papers, and Country Assistance Strategy Papers. A file that relates to the Presidents' papers includes: notes on the contents and a few copies of documents from the Eugene Meyer papers at the Library of Congress; notes, descriptions, and a list of George Woods' papers at Columbia University Library; and series descriptions of McNamara's records in the Bank.

World Bank History Project liaison records

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

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

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

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

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

Chronological File of EAS Director

Series consists of chronological files maintained by EAS Director Vinod Dubey from between January 1989 and November 1990. After Dubey's appointment as director of EAS in June 1987, he continued many of the duties he had in the Country Policy Department (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. Much of the records in this series relate to the duties listed above and take the form of agendas, schedules, and requests for comments or review for discussion. In the case of the latter, the reports and policy papers are rarely attached.

Publications

This series consists of numbered publications by the Development Committee on development issues such as environment, assistance to developing countries, trade and development, concessional flows, poverty, market prospects, and structural adjustment.

Correspondence - March 5, 1990, letter

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

Volume II drafts

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

Authors' conference

On June 2 and 3, 1992, the World Bank History Project held a conference with all the authors of essays for Volume II of The World Bank: Its First Half Century. Each author presented his draft paper and explained the approach he had taken. Not all authors participated, but at least some of the authors not present sent papers in advance. This untranscribed set of tapes records the discussion at the two day conference. Series contains reference copies producedby the Bank Archives of all of the conference tapes. As such, only six of the twelve tapes are original.

Advisory committee's files

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

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

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

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

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

Interviews

At the first meeting of the project's advisory committee in January, 1990 the authors were advised to undertake a series of interviews. The authors agreed and embarked on an extensive interview program, ultimately talking with 149 persons. The interviews were conducted during the entire life of the project and included discussions with current and former Bank staff and executive directors, persons from related institutions such as the International Monetary Fund and the Asian Development Bank, and prominent external observers of the Bank. Some of the interviews were noted in footnotes in the published volumes of The World Bank: Its First Half Century. Series contains dupicate reference copies of almost all of the original interview tapes.

A series of interviews were conducted during a research trip the authors made to India, Bangladesh, Indonesia and the Philippines in November, 1991. These interviews were primarily with national leaders and focus particularly on the 1980s.

Some of the persons interviewed by the authors were also interviewed by the Bank's own oral history program; some also were interviewed by Robert Oliver for his biography of Bank president George D. Woods. The series also contains some of the transcripts from these older interviews.

Files regarding revision of the International Finance Corporation's safeguard policy

In 2004 Gloria Davis assisted the International Finance Corporation (IFC) in its review of its environmental and social safeguard policies. This review was triggered by the findings of the 2003 report by the IFC's Compliance Advisor and Ombudsman on the implementation and impact of the IFC's safeguard policies.

The series includes notes from meetings, drafts, printouts of email, and background materials.

Master file of numbered Committee documents

This series contains a complete set of official numbered documents of the Committee which include but are not limited to topical papers distributed to members of the Committee prior to meetings, reports of working groups and task forces, records of discussion, and notices of meetings and proposed agendas. Statements to the Committee from the President of the World Bank and the Managing Director of the International Monetary Fund are included, as are communiques from the meetings of the Intergovernmental Group of 24 on International Monetary Affairs. Beginning in 1988 the series also includes official statements made during the year by members and observers. Each document is usually present in English, French, and Spanish versions. The content of the documents is reflected in the titles of the items.

Meeting files

This series consists of the administrative records of each session of the Development Committee. Included are agendas, lists of speakers, attendance, travel and seating arrangements, drafts of statements, records of discussions, and internal and external correspondence relating to the meeting. As an example, the file on the 38th meeting (May 1990) includes the agenda, press communique, seating chart, remarks for plenary, afternoon, and closing sessions, luncheon arrangements, press conference attendance, information for participants, statements, background materials, administrative matters, and the record of discussions.

Records of meetings of deputies (senior officials)

In 1977 the Development Committee decided, as an experiment, to hold meetings of the deputies to the Committee members in advance of the Committee meetings, in order to prepare for the discussions in the full Committee. After four meetings the experiment was abandoned.

The records consist of agendas and information packets for the four meetings, verbatim transcripts, and numbered documents. Topics covered are the same as those of the Development Committee for the period, including the role of multilateral development institutions, review of the work program of the Committee, a report of the Working Group on access to capital markets, and a Mexican proposal for a long-term recycling facility.

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.

ESSD correspondence and internal memoranda

Series consists of correspondence and memoranda authored by or addressed to Johnson as Vice President of ESSD. Topics of external correspondence are from 2002 to 2004 and include invitations to participate in meetings and conference, and the exchange of information. Correspondence is with a variety of academic and research institutions, government agencies, and other external organizations.

Series also consists of memoranda from 2002 to 2004 authored by or addressed to Johnson to and from ESSD sector departments as well as other Bank units. Included are memoranda from Johnson to managing directors and Bank President Wolfensohn.

Briefings for Bank President Wolfensohn and other reports

Series consists of briefing materials prepared by ESSD and its sector departments for Bank President Wolfensohn. Briefing materials provide information on various individuals, organizations, and governments in advance of their meetings with Wolfensohn. A small amount of background research material is also included.

Series also consists of copies of reports submitted by ESSD to the Bank's Secretary of Board Operations. Finally, copies of Inspection Panel Investigation Reports on two South American loans from 2004 are included: Paraguay - Reform Project for the Water and Telecommunications Sector (Loan No. 3842-PA) and Argentina - SEGBA V Power Distribution Project (Loan No. 2854 - AR).

Correspondence of Masood Ahmed, Director, International Economics Department (IEC) Concerning Joint World Bank-IMF Development Committees, Annual Meetings , and Seminars

This series consists of five parts and includes records related to the Joint World Bank and International Monetary Fund (IMF) committees, meetings, and seminars in which Masood Ahmed participated during his time as Director of the International Economics Department (IEC). IEC played a key role in joint Bank-IMF initiatives by providing statistical data and publications on macroeconomic projections, multilateral-debt, and trade forecasting. Much of this was done in collaboration with the IMF's Statistical Department, where IEC and the IMF shared and reviewed data and publications such as the IEC Global Economic Prospects (GEP), World Debt Tables (WDT), and the IMF Statistical Department's World Economic Outlook (WEO). The data provided by IEC and IMF Statistical Department helped to set the agenda for Joint IMF-Bank meetings, and informed subsequent policy development. In addition, IEC senior officials directly participated and advised Bank-IMF efforts, and helped develop the joint Bank-IMF board papers eventually produced by the Development Committee.

The first part of this series includes records from Ahmed's involvement with the joint Bank-IMF Development Committee from January 1994 to December 1997. The records consist of agenda and minutes of meetings, memoranda, and correspondence; copies of statements given by participants in committees; and published reports and joint Bank-IMF papers. Some of the correspondence is internal Bank communications to the Office of the President (EXC), DEC staff, and IEC staff reporting on Committee meetings, or discussing issues or actions related to the meetings. The records primarily focus on the topic of Heavily Indebted Poor Countries (HIPC) and the joint Bank-IMF HIPC Initiative of 1996. Ahmed played a key role in policy advisement for the HIPC Initiative and its subsequent implementation and policy revisions.

The second part of the series consists of files from the joint Bank-IMF Annual Meetings Ahmed attended from 1994 to 1997, including meetings held in: Madrid, 1994; Washington, DC, 1995 and 1996; and Hong Kong, 1997. The records include: briefing books outlining events, topics, and background information; briefs for ad hoc meetings or smaller committee meetings; delegation lists and biographies of participating agencies and individuals; handwritten notes; speech transcripts by Masood Ahmed and others; and correspondence and memoranda related to involvement by IEC units for the Annual Meetings, and related to subsequent reporting in the Annual Meetings to Officeof the President (EXC), the DEC Vice President, IEC officials, or other internal Bank staff.

The third segment of this series is records from the IMF Interim Committee meetings Ahmed attended from 1994 to 1997. The Interim Committee meetings were IMF member only meetings, but the Bank President and other senior officials were invited as observers for each meeting. The Office of the President (EXC) usually had the DEC Vice President or Ahmed attend these meetings in the President's absence. The records consist of agenda and meeting minutes and correspondence sent from the IMF and correspondence and memoranda sent internally between EXC, DEC, and IEC regarding arrangements or attendance at the meeting, and reporting of the meeting.

The fourth part of the series includes records from joint Bank-IMF organized seminars and workshops in which Ahmed participated. These records consist of Severely Indebted Low Income Countries (SILIC) seminars and workshops Ahmed attended from 1994 to 1995 where he helped develop a joint IMF-Bank SILIC paper. Memoranda, correspondence, and drafts document Ahmed's collaboration with the IMF to develop SILIC policy, and also his reporting of his work to the Office of the President (EXC), the DEC Vice President, and other internal Bank staff. Similar records contain transcripts for the Workshop on the Analytical Aspects of the Debt Problems of Heavily-Indebted Countries, 7 February 1996. Agenda, memoranda, correspondence, and copies of presentation speeches are also included for the IMF/Bank Seminar on External Financing for Low Income Countries, 9-12 December 1996.

The last part of the series consists of correspondence, memoranda, and photo static copies of statistical reports and publications sent from the IMF to Ahmed from January 1995 to December 1997. The records document the collaboration between IEC and the IMF Statistical Department.

Records of sub-committees, task forces, and working groups

During its first years, the Development Committee created subordinate bodies to help manage the Committee itself (the Sub-committee on Administration) and to investigate issues and propose positions (task forces and working groups). In 1979 the Committee decide to abolish working groups, but task forces with a specific limited task and duration might still be established. Thereafter the Committee created task forces rarely, choosing instead to handle most matters within the Secretariat and the Committee.

An ad hoc working group on administration was established by the Committee chairman and met in Paris on 9 June 1975, to discuss the budget and organization of the Committee. This working group recommended the establishment of a sub-committee of the Development Committee, to be designated the Sub-committee on Administration, to consist of ten members to review the budget (see numbered Committee document DC/75-17). Although the sub-committee was intended to be a continuing body, it failed to gain acceptance and was terminated in 1978.

The Development Committee created task forces on private foreign investment (1979-1980), non-concessional flows (1980-1982), and concessional flows (1982-1985) and working groups on access to capital markets (1975-1978) and on development finance and policy (1977-1979). These bodies commissioned papers, held meetings and consultations, and prepared proposals for the Development Committee. The papers and proposals, prepared as numbered documents, provide important overviews of world economic mechanisms as of the beginning of the fourth quarter of the twentieth century. Of particular interest are records of a seminar held by the Working Group on access to capital markets in October of 1978. The seminar brought together representatives of developing countries and market operators and institutional investors, and the report of proceedings shows the divergent points of view current at that time.

Annual reports to the Boards of Governors

The series includes the annual reports of the Development Committee to the Boards of Governors of the International Monetary Fund and the International Bank for Reconstruction and Development, a press release on the 1978 report, and the reviews of the Committee in 1978 and 1981 as presented to the Boards of Governors.

Administrative files

The series consists of subject files covering the operations of the Committee on a day-to-day basis. These include records of meetings of the Committee President with various members, with the President of the Bank and the Managing Director of the International Monetary Fund (the three together are known as the Troika), and with the Intergovernmental Group of Twenty-Four on International Monetary Affairs. There are records of administrative matters such as governance and membership, budgets, work programs,and correspondence with other multi-lateral international development agencies. Other files contain information on topics of interest to the Committee, such as health, environment, and debt issues, while still others are speeches, general correspondence, and the publication of a pamphlet for the tenth anniversary of the Committee.

When this series was in active use, it was the heart of the Development Committee secretariat operations, according to former Executive Secretary Peter Mountfield. It is an essential resource for understanding the scope and operations of the Development Committee during its first two decades.

Substantive [subject] files

This series contains correspondence and background material relating to development issues studied by the Development Committee. It includes the principal body of records on the Working Group on access to capital markets. These files are essential for understanding the initial conceptualizations of the Development Committee as to its area of activity and the extent of its coordinating functions in the field of development.

Project Managers' Research Project Files

This series contains files for the earliest projects approved under the World Bank's research program. These particular files are primarily those that were maintained by the managers responsible for directing the projects. Most were directed by staff from departments under the Development Policy Staff (the Development Research Center, the Development Economics Department, the Economic Analysis and Projections Department) and under the Economics and Research Staff (the Economics and Analysis and Projection Department and the Development Research Department), but others were conducted by staff from the sectors or the Regions. The files are in two sections: those that were completed and for which completion reports and evaluations had been filed and those for which the final reports and evaluations had not been filed.

A project file typically contains draft research proposals with comments on the drafts, the formal research proposal submitted on a standardized form, memoranda establishing a review panel to vet the proposal and to convey the decision of the review panel, minutes of the Research Committee meeting at which the proposal was discussed, the Research Committee's decision on the proposal, correspondence with consultants who worked on the project, Back-to-Office reports from missions connected with the project, requests for computer support, requests for additional funding and/or an extension of the research schedule and the Research Committee's decisions regarding those requests, intra-office correspondence of the unit directing the project, a summary of the project results for inclusion in Research News, and possibly a project completion report on a standard form. For most projects, there is a separate folder containing quarterly status reports and possibly also the project completion report. The files in the completed projects section of the series also include evaluation reports. Most of the files for projects under the 672 and 673 series contain only completion reports.

Project files Numbered 671-93 to 671-98 were used for documentation relating to the General Research Advisory Panel (GRAP) and five of the Special Research Advisory Panels. For the official GRAP files, see (add link to series 4031).

Business Plans for Fiscal Years 1991-1995 Maintained in the Policy and Review Department

These Business plans for all of the organizations comprising the Policy Research and External Affairs Complex (PRE) and the predecessor Policy, Planning and Research Complex (PPR) were maintained by Gregory Ingram, Principal Adviser, Review and Analysis Division (PRDRA), Policy and Review Department (PRD) and Ziaddin Choudhury and Zmarak Shalizi in the Program Management Unit (PRDPM) in PRD. The Business plan was a major component of Bank budget cycles and provided information from PRE that would become part of priorities and framework papers presented to the Board. The Business plan also served as the basis for PRE's next fiscal year work program and budget, described each PRE organization's plans for the following two or more fiscal years, described each organization's underlying strategy and work program, and indicated plans for special emphases and topics that cut across department and other organizational boundaries. Included in the files are draft and final Business plans, submissions from each PRE (or PPR) organization, including DEC, and background correspondence and data relating to the preparation of the plans.

PAB Division Chief/Assistant Director's subject and activity files

This series includes subject and activity files related to the various activities and responsibilities of Joseph Wood from his time as Division Chief and later Assistant Director of the Program and Budgeting Department (PAB). The bulk of the records consist of incoming and outgoing correspondence; memoranda; reports; draft PAB project proposals; draft working papers; draft policy papers; background research material; and handwritten notes sent or received by Joseph Wood and other PAB staff. Most records are extensively annotated by Joseph Wood, and some background research material pre-dates Wood's time in PAB. Memoranda, correspondence, and meeting minutes received by or sent to the Office of the President (EXC) and the Executive Board of Directors are also included. Some subject files include: discussion and working paper drafts on capital increase and the report entitled, "Future Role of the Bank"; revision of the Bank's lending program; reports and draft policy papers on capital market prospects; revisions for draft financial policy papers; drafts and background material on selective capital increase; reports on access to capital markets; IDA statistical tables, data, and documents; FY77 budget issues records; correspondence related to the OPEC Recycling Scheme; notes on disbursement projections; and so on.

FPBVP and FPRVP chronological correspondence files

This series consists of chronological correspondence from when Joseph Wood served as the Vice President for the Financial Policy, Planning, and Budgeting Vice Presidency (FPBVP), and later as Vice President for the Financial Policy and Risk Management Vice Presidency (FPRVP), the successor to FRBVP. The series primarily consists of correspondence and memoranda between Joseph Wood, the Office of the President (EXC), Senior Vice President of Finance Moeen Qureshi, Senior Vice President of Finance Ernest Stern (succeeded Moeen Qureshi in 1987), Executive Directors Board members, and other World Bank staff. Wood's handwritten notes and annotations are also included. The chronological correspondence focus on numerous topics, including: IBRD lending; the "Future Role of the Bank"; fiscal years budgets for 1986 to 1988; IDA commitments and agreements; and General Capital Increase (GCI).

Chronological files

The series consists of records created by the Agriculture and Rural Development Department (AGR) and its subordinate divisions and units for the years 1978 to 1987. The series also includes records for AGR's successor, the Agriculture, Technology and Natural Resources Department (AGR) for years 1992 and 1995.

The records of AGR from 1978 to 1987 are similar to those of its successor. The records consist almost exclusively of correspondence. A significant amount of the records relates to Bank projects andthe Department's role in their design, preparation, support, and evaluation. Also included are records related to the writing and analysis of technical, research, and issues papers as well as country and sector policy papers by Department staff and Bank staff external to AGR. In some cases, a draft of the paper is included. Records in this series also relate to: budget and work planning; administration; conference and workshop planning and attendance; information exchange (primarily within the Bank); communications and liaison; grant and trust fund negotiation and allocation; CGIAR-related activities; staff missions (often in the form of Terms of Reference and back-to-office reports); and donor meetings.

As noted above (2.3 Archival history), it is likely that the records classification and file titling of the files in this series was done by IISC staff once individual pieces of correspondence were sent to the IISC for filing. Some of the records (approximately one third) were provided with subject- or function-based classification; these files are from May 1992, to July 1993, and are generally very small and in many instances contain only one or two pieces of correspondence. However, the subjects of the records they contain are indistinguishable from the rest of the files in this series which were titled 'Chronological file' and are considerably larger. The files titled 'Chronological file' are from May 1993 to December 1995.

Files of the Director, Development Policy, Regarding the Development Committee and Related Committees

These records were compiled by the Director of Development Policy in the Office of the Vice President of Development Policy. That position was held by Ernest Stern from April 1974 to September 1975, Attila Karaosmanoglu from October 1975 to June 1979, and E. Bevan Waide from June 1979 to 1982.

The Joint Ministerial Committee of the Boards of Governors of the Bank and the Fund on the Transfer of Real Resources to Developing Countries, better known as the Development Committee, was established in 1974 to advise the Boards on development issues and to coordinate international efforts to finance development. The Interim Committee of the Board of Governors of the International Monetary System, known since 1999 as the International Monetary and Finance Committee, was established by the International Monetary Fund in 1974 to advise the Board on the management of the international monetary system. The Group of Twenty-Four on International Monetary Affairs, now officially the Intergovernmental Group of Twenty-Four on International Monetary Affairs and Development, was established in 1971 to coordinate the positions of developing countries on international monetary and development finance issues to ensure that their interests were adequately represented in negotiations on international monetary matters. The chairman of the Group of Twenty-Four customarily addresses Development Committee meetings, and the Development Committee, the Interim Committee, and the Group of 24 normally meet at the same times during the year.

The series consists of four groups of records:

    1. A general chronological file, 1977 - 1982, contains: a) correspondence between the Director, Development Policy and the Executive Secretary of the Development Committee, the Bank's liaison (Ernest Stern, Vice President of Operations) with the Development Committee, and other Bank managers, including President McNamara; b) copies of draft and final versions of Development Committee documents (agenda, press communiqu?s, reviews of Development Committeeperformance, annual reports, and work programs) forwarded to the Director of Development Policy or to the Executive Directors of IBRD.
    1. Chronological files on meetings of the Development Committee, 1977 - 1980, contain agenda of meetings, copies of Development Committee documents to be discussed at the meetings, copies of President McNamara's statements delivered at Development Committee meetings, and memoranda from the Director, Development Policy or the Bank's liaison with the Development Committeesummarizing meetings. These files include some agenda for and documents considered at meetings of the Working Group on Development Finance and Policy, the Working Group on Access to Capital Markets, the Group of Twenty-four, and the Senior Officials of the Development Committee.
    1. Files on committees and working groups generally contain agendas with copies of the documents to be discussed at the meeting attached, intra-Bank memoranda regarding the committee or working group, and reports and papers prepared by the committee, working group, or task force. Included are records for the Capital Markets Coordinating Committee, 1972 - 1977; the Working Group on Capital Market Access, 1975 - 1978; the Working Group on Development Finance and Policy, 1978; the Senior Officials' Meeting, September 1978; the Task Force on Private Foreign Investment, 1979 - 1981; the Task Force on Non-Concessional Flows, 1980-1981; the Group of Twenty-Four, 1978-1981; and the Interim Committee of the Board of Governors of the International Monetary System , 1978, 1980 - 1981.
    1. Files related to Development Committee studies and reports include: correspondence, papers, and a report regarding cofinancing, 1978 -1980; a Bank study of aid groups sponsored by IBRD, 1978; a report on the implementations of the Special Action Program, 1978; the Joint Fund/Bank staff study on The Stabilization of Export Earnings, done at the invitation of the Development Committee and submitted to the Committee in 1978; and reviews of Development Committee performance, 1976 and1978.

Correspondence and Other Records of the Development Policy Staff, Departments, and Divisions

This series contains the records of the Vice President for Development Policy's (VPD's) staff, departments, and divisions for the period 1978 - 1982. There are a few files that cover the Development Policy Staff (DPS) in general, and these files include a small amount of correspondence with the VPD, his senior adviser, and the Director, Development Policy, but this series primarily contains the correspondence, studies, reports, and publications of four of the DPS departments and of some of the divisions within those departments. Included are files for the Policy Planning and Program Review Department (PPR), the Economic Analysis and Projections Department (EPD), the Development Economics Department (DED), and the Development Research Center (DRC). The EPD correspondence for the years 1978 - 1980 also includes information regarding the Berne Union: Back-to-the-Office Reports from missions to Berne Union meetings; summaries of discussions at Berne Union meetings, and analyses of Berne Union data. The division-level files include correspondence, publications and reports generated by the division.

In addition to the department and division files, there are records relating to the Bank's World Development Report (WDR), 1978 - 1980. These files include correspondence containing input for the report, comments on drafts of the report, and plans for the content of the next report. Copies of background papers for the report and copies of the 1978 - 1980 editions are also included.

The Development Policy Staff ended in 1982, but this series includes DPS publications issued with a 1983 publication date.

Records Relating to the Committee of Twenty and to Two of Its Technical Groups

The Committee of Twenty (C-XX), formally known as the Committee of the Board of Governors on Reform of the International Monetary System and Related Issues, was established by the IMF in 1972 to prepare a draft for a reformed international monetary system after the United States had announced in August 1971 that it was suspending the convertibility of the dollar into gold. The records in this series were compiled by Frank Vibert while he was working in the Policy Planning and Program Review Department (PPR) in the Office of the Vice President for Development Policy (VPD). The records primarily concern two of the Committee's Technical Groups: the Technical Group on the Transfer of Real Resources and the Technical Group on the Special Drawing Rights (SDR) Link and Related Proposals. The Bank was asked to participate in the secretariat function for the Technical Group on the Transfer of Real Resources, and Frank Vibert with Azizali Mohammed from the IMF formed the secretariat for the Group. Earnest Stern, Senior Adviser in VPD, was part of the Technical Group on the SDR Link.

The series contains copies of IMF and World Bank studies and other documents that were used as background materials for the Committee or that were drafted in response to specific requests from Committee staff; drafts of and comments from IMF and Bank staff on the Bank paper, Capital Flows to Developing Countries, that was prepared for the Committee; and the issues of the IMF newsletter, IMF Survey, that included articles regarding the Committee of Twenty. The files include: copies of President McNamara's correspondence with Ernest Stern and with C. Jeremy Morse, the chair of the Deputies of the Committee of Twenty; memoranda exchanged between Vibert and Stern; intra-VPD correspondence and other intra-Bank correspondence relating to the Committee of Twenty and the Technical Groups; Vibert's correspondence with IMF staff and with the chair of the Technical Group on the Transfer of Real Resources; copies of memoranda Vibert drafted for the chair's signature; and Vibert's copies of Stern's memoranda to the files regarding the SDR Link.

Records maintained for meetings of the Technical Group on the Transfer of Real Resources include: Vibert's correspondence relating to pre-meeting planning, copies of documents provided as background for the meeting discussions, lists of attendees, copies of the Terms of Reference for the Group, and Vibert's handwritten notes form the meetings. The files also contain multiple drafts and comments on the drafts of the Group's report.

Records relating to the Technical Group on the SDR Link include copies of World Bank and IMF documents provided the Group as background materials; copies of statements regarding the SDR Link made by heads of delegations to the Group; notes regarding SDR discussions with the United Kingdom and Germany; and various drafts of the Bank paper Bank Group Uses of SDR Link Resources.

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

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

ESP and PSP Discussion Paper Series records

This series consists of discussion papers produced by staff in the Education and Social Policy Department (ESP) and the Poverty and Social Policy Department (PSP) for the departments Discussion Paper Series. The Discussion Paper Series includes papers on numerous topics related to the functions of ESP and PSP. The papers produced for this Series were not meant to be published as final products or reports, but were intended to stimulate discussion and comment internally among ESP and PSP staff, and provide up to date analysis to operational staff. The discussion papers also served as preliminary analysis for subsequent policy and best practice papers meant for publication and dissemination to an external audience.

PSP/PGP Director's subject and activity files

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

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

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

ESP, PSP, and PGP chronological files

The series contains chronological files created by: the Education and Social Policy Department (ESP); the Poverty and Social Policy Department (PSP); and the Poverty, Gender, and Public Sector Management Department (PGP). Two separate sets of departmental chronological files are contained in this series: one for ESP; and another for PSP and PGP. The ESP chronological files consist of records related to: policy development; departmental contributions to external projects, reviews, and policy development; conference and seminar attendance and participation; and assistance to and collaboration with the Regions. Records include: memoranda; meeting briefing notes, agendas, and minutes; comments on research and policy papers and Country Assistance Strategy (CAS) papers; Terms of Reference; back-to-office reports; and progress reports. The ESP departmental chronological files are mostly correspondence with attachments and memoranda between ESP Director Kingsley Y. Amoako, ESP staff, and other World Bank units. Records within ESP departmental chronological files from July 1995 to December 1995 contain records created and received by both ESP and PSP, due to the transition period of ESP staff into PSP.

The separate PSP/PGP departmental chronological files consist of similar records between PSP/PGP Director Ishrat Husain, PSP staff, PGP staff, and other World Bank units. Additional PSP chronological files were also maintained for incoming and outgoing correspondence between Husain and external agencies and individuals from May 1995 to May 1997. Incoming and outgoing faxes and emails files between Husain, PSP staff, and other World Bank units are maintained from July 1995 to May 1997. PSP correspondence and memoranda from mid-1996 discuss the mapping of PSP Groups into the HD, ESSD, and PREM Networks. PGP related records are contained in chronological files dated January 1997 to May 1997 when PGP was temporarily created to transition into the PREM Network.

ESP and PSP Annual Progress Report on Poverty (APPR)

This series includes records related to the Annual Poverty Progress Report (APPR) prepared by the Education and Social Policy Department (ESP) and the Poverty and Social Policy Department (PSP). At the request of the Bank's Executive Board of Directors and the Office of the President (EXC), the ESP was given the responsibility of producing an annual report that gauged the progression of the Poverty Reduction Strategy outlined in the Bank's World Development Report (WDR) 1990: Poverty. The APPRs were scheduled to be published for the fiscal years 1993 to 1995. The reports were prepared by the Monitoring Unit of the Poverty Analysis and Policy team in ESP and later PSP. The bulk of poverty progress information was collected from the poverty assessment reports and assessment summaries produced by operational staff in the Regional Vice Presidencies. The APPRs were presented to the Executive Board, the Operational Policy Committee (OPC), and EXC for comment, review, and approval. The APPRs were then used as the official publication for dissemination to audiences external to the Bank, and were subsequently presented at Poverty Dissemination Seminars organized by the World Bank in partnership with various international development agencies, NGOs, government agencies, and academic institutions.

The records in this series includes background history and reference material on the Poverty Reduction Strategy and the 1990 WDR, including: a copy of the policy paper "Assistance Strategies to Reduce Poverty" (1991); and memoranda, agenda, meeting minutes, and a communiqu? related to the joint IMF and World Bank Development Committee from April 1992 regarding reporting on the Poverty Reduction Strategy. The records additionally consist of APPR drafts for 1992 to 1995, and a published APPR copy of the Poverty Reduction and the World Bank: Progress and Challenges in the 1990s for fiscal year 1995. Memoranda, correspondence, and back-to-office reports detail meetings with the Executive Board, OPC, and EXC related to the APPRs, and follow-up actions taken by ESP and PSP. Numerous World Bank press releases and external articles related to the APPRs are also included.

The series also includes records related to the Poverty Dissemination Seminars attended by World Bank staff in Europe from 1993 to 1994. These records consist of: memoranda; agenda and meeting minutes; correspondence; invitation letters to participants; speech transcripts of World Bank staff; external reports on poverty issues; and copies of the World Bank published APPRs. The memoranda and correspondence consist of planning arrangements between ESP/ PSP and other World Bank units for seminars. Other memoranda and correspondence are post--seminar reports or summaries of responses to the APPR from external organizations and individuals.

Subject File of Dennis N. de Tray, Head of the Living Standards Measurement Unit (DRDLS), Development Research Department

These very loosely organized files appear to have been assembled, mostly in black binders, by de Tray for his personal use. Files (binders) were created for a 1985 mission to Jamaica he participated in to evaluate the effects of structural adjustment activities on major sectors of the Jamaican economy and a 1986 mission to Grenada he also participated in to meet with government officials in the national statistical office to discuss government survey needs and the possibility of monitoring a Living Standards Study. These files include copies of Back-to-Office Reports (BTOs) and other correspondence relating to the mission.

De Tray's Ivory Coast Living Standards Survey (ICLSS) materials, which consist mostly of technical data from the survey (1985-1987), include a Terms of Reference (TOR) and BTO for a 1983 project identification/preparation mission to Abidjan, Paris, and London for the ICLSS. A small number of reports, sampling plans, and prototype questions for the ICLSS are included for the 1983 - 1984 period. Correspondence concerning the French version of the ICLSS questionnaire, recommendations for questionnaire changes, and a report of a mission by a DRDLS staff member to Cote d'Ivoire to collect data from the ICLSS are included for the 1986-1987 period. De Tray also created a file for a 1985-1986 Bank study (RPO 673-84) (folder 1315128) of the determinants of children's nutritional status and morbidity in the Cote d'Ivoire for which he was principal supervisor.

De Tray's Ghana Living Standards Survey (GLSS) materials include his BTO from a February - March 1986 Technical Assistance mission to Ghana and Cote d'Ivoire to explore the possibility of undertaking a GLSS and to discuss a proposed seminar covering results from the 1985 ICLSS and an earlier 1979 consumption survey. Also included are other 1986-1987 BTO reports from missions relating to the GLSS including a September 17, 1986 report of a mission to Ghana de Tray participated in to finalize plans for the GLSS. Also included is correspondence with and mission reports from a consultant working on the GLSS.

A smaller amount of material is included for the Peruvian Living Standards Survey. BTO reports (1984) from missions to Peru to prepare for the survey and a proposal for a study of Education and Informal Sector Employment (1983) are among the documents assembled. The series also includes an undated draft proposal for an Egyptian Living Standards Survey, a December 5, 1983 BTO from a mission to that country to discuss the conduct of a Living Standards Survey, and some related material. De Tray also assembled some publications and other materials that appear to have related to his membership on the Task Force on the Annual Report on Bank Research. Found with this material is a copy of a paper he prepared in October 1984 entitled The Living Standards Measurement Survey which describes in detail the origin of LSMS at the Bank, the development of the survey design, planned analyses of data collected, and the survey plan for the Ivory Coast where the first LSMS was to take place.

Administrative files

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

Chronological files

This chronological series contains both incoming and outgoing correspondence transmitted through email, postal mail, or fax. Some handwritten notes between the three co-authors are included. There is no general chronological file between August 1, 1991, and June 30, 1994. Some of the correspondence includes commentary on the history of the Bank, particularly in the chronological file of John Lewis, but the majority of the messages are routine, such as requests for oral interviews and requests for data and documents from Bank offices. Other correspondence consists of comments on drafts, either on draft chapters of the history or on other writings by the authors. Two small files contain a single incoming letter from Sidney Dell (1990) and Peter Wright (1992), each enclosing multiple documents for the authors to use.

Research materials

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

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

Agreements involving or facilitated by ESSD

Series consists of copies of a variety of different types of agreements formed between 2001 and 2005 while Ian Johnson was Vice President of ESSD. Included are trust fund, programme, and project funding agreements involving external agencies, foundations and governments. There is, in some cases, small amounts of background information related to the funds, projects, and programmes being sponsored and/or created.

Work program agreements between ESSD and other World Bank units are also included.

CGIAR correspondence files

Series consists of correspondence related to Johnson's role as Chairman of the Consultative Group on International Agricultural Research (CGIAR). Correspondence is between Johnson and: other World Bank units; research institutes; aid agencies; Banking institutions; government agencies and officials; and academic institutions. Correspondence generally relates to: invitations to meetings and conferences; information exchange; and, in small quantities, requests for sponsorship and funding.

Spring and annual meeting records

Series consists of records relating to Johnson's attendance at, and participation in, the World Bank's annual meetings in 2001 to 2003 and spring meetings in 2001 and 2002. Included are Briefing Binders for annual meetings in 2001 and 2002 and spring meetings in 2001 to 2003. These binders contain: Issue Briefs; Regional Briefs; Success Stories; press coverage; talking points; schedules; Notes from the President; and briefings and summaries on a variety of other topics. Records related to roundtable discussion with civil society are also included.

Series also includes files containing briefing reports for Bank President Wolfensohn in advance of meetings with representatives from a number of donor countries prior to the 2002 spring meetings. It is unclear who prepared these briefings for Wolfensohn. However, the focus of the briefings extends beyond the scope of ESSD and so it is likely that they are contained in Johnson's files for informational purposes and not because he or ESSD had a hand in their preparation.

UNDP project administration

Series consists of records related to UNDP projects for which the Agriculture and Rural Development Department (AGR) was the executing agency. Projects date from between 1977 and 1992. Records relate to project planning, project budgeting and review, workshop planning, and hiring and management of consultants. Records primarily consist of correspondence between AGR staff and UNDP staff, country representatives, consultants, and other Bank staff. Other records include Project Documents, Preparatory Assistance Documents, copies of contracts, Terms of Reference, back-to-office reports, and reports.

Also contained are budget revision records for UNDP projects dating from 1986 to 1992. Records date from 1992 to 1998. Revisions consist of originals, signed by both the World Bank and the UNDP, and are unattached to any other records. However, some of the records are attached to correspondence to or from the UNDP or to the Bank's Legal Department (LEG) or Controller (CTR). A small number of complete project contracts are also included.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC) Concerning the Office of the President and the Board of Executive Directors

This series consists of six parts and contains records related to Masood Ahmed's collaboration, communications, reporting, and presentations to the Office of the President (EXC) and the Board of Executive Directors. The first part of the series includes chronological files related to the EXC kept by Ahmed from January 1994 to December 1996. Records consists of incoming and outgoing correspondence between Ahmed, IEC staff, DEC Vice President, and EXC; presentation slides, speech drafts, and reports intendedfor EXC; memoranda, meeting minutes, and monthly EXC reports; and scattered Executive Board reports.

The second part of the series contains files titled "Board General" from April 1994 to December 1997, and these consist of agendas and meetings minutes, memoranda, and correspondence as well as Executive Board reports and biographies of Executive Directors. IEC reported regularly to the Board and this series contains memoranda and correspondence related to this activity. In addition to those found in the "Board General" records, Executive Director biography files were kept by Ahmed that dated January 1994 to December 1997.

The third part of the series consists of records from the Induction Program for Executive Directors and Alternates, 20-21 November 1996, in which DEC officials gave a presentation to incoming Executive Directors on the roles, functions, and activities of DEC and its departmental units. The records include correspondence and memoranda between the DEC Vice President, IEC senior officials,and other Bank units discussing preparations and planning for the presentation. Copies of the presentation slides are also included.

The fourth part of the series concerns records related to the World Development Report (WDR), 1997. IEC was responsible for providing and drafting much of the analytical and statistical data in this report. Ahmed's WDR records include memoranda, and correspondence with attached draft WDRs that discuss revisions, edits, updates, and other issues related to the report. The correspondence and memoranda are between EXC, the DEC Vice President, IEC senior officials, and the Staff Director of the WDR. Other memoranda and correspondence discuss the presentation of the WDR to the EXC and the Board, and subsequent Executive Directors discussion of the report.

The fifth part of the series consists of readings compiled by Ahmed for World Bank President James Wolfensohn from January 1995 to December 1995. These include various articles, reports, and other publications. Most of the readings are publications external to the Bank, and discuss international finance, debt, and trade.

The sixth part of the series includes records related to Wolfensohn's Change Management Group, a Bank-wide initiative that organized 30 focus groups from selected individuals in offices and units across the Bank to assess management issues and draft strategies for potential re-organization of management in the Bank. The records are dated August 1995 to May 1996. The records consist of agenda and meeting minutes from meetings and retreats; correspondence with various individuals in different Bank units who participated in the multi-unit focus groups; and published articles related to business and management change.

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

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

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