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Records of the World Bank History Project

  • WB IBRD/IDA HIST-01
  • Subfondo
  • 1951 - 1997 (predominant 1989 - 1997)

This sub-fonds contains records related to the research, writing, and review of the book, The World Bank: Its First Half Century.

Research records include: audio interviews of former bank employees, persons from related institutions, and prominent external observers of the Bank; transcripts of interviews; subject files; and correspondence with Bank alumni, present and former Executive Directors, and present and former members of the Development Committee.

Records relating to the writing of the book include drafts of Volume I written by members of the Brookings Institution project and drafts of Volume II written by external authors. A small amount of background and related reports accompany the latter. Audio recordings from a conference in which many of the authors of Volume II presented their drafts is also included. Records related to the review and verification of the book are also contained in this sub-fonds. This includes correspondence between project staff, Volume II authors, and external reviewers as well as annotated copies of chapter drafts.

Records related to the verification of facts, sources, and citations are included as are records related to the project's three advisory committees.

Shelton H. Davis files

  • WB IBRD/IDA STAFF-18
  • Subfondo
  • 1986 - 2004

The sub-fonds consists of records related to Davis's early operational work as a Bank Sociologist on impacts of development on indigenous communities, primarily in the Latin America and Caribbean Region, Environment Unit (LATEN). It also contains records related to Davis's work in the Bank's Environment (ENV) and Social Development (SDV) departments developing social safeguard policies for indigenous peoples, and to his training initiatives on policy implementation. External research, reference, and conference materials highlight Davis's diverse research interests and collaboration with agencies outside the Bank to raise awareness on indigenous issues. Lastly, records related to project support and training outline the role Davis played as the Sector Manager in the Latin America and Caribbean Region in implementing safeguard policies in regional units.

Records of the Office of the Vice President, Development Economics and Chief Economist and later Senior Vice President, Development Economics and Chief Economist (DECVP)

  • WB IBRD/IDA DEC-03
  • Subfondo
  • 1946 - 2003 (predominant 1972 - 1993)

Sub-fonds consists of the records of the Office of the Vice President, Development Economics (DECVP) and Chief Economist and the Senior Vice President, Development Economics and Chief Economist. These records take the form of Vice President's chronological and subject files as well as briefing books and travel documents. Records of DEC's Front Office staff included in this sub-fonds include reading files, work program and budget records, and reports of periodic review. Records of numerous DEC units are also included in this sub-fonds. They include: the Policy and Review Department (PRD); Development Policy Group (DPG, and its predecessor units: the Economic Advisory Staff [EAS] and the Country Policy Department [CPD]); the International Economics Department (IEC); the Country Economics Department (CEC); the Development Research Group (DECRG); the Policy Review Department (PRD); the Research Advisory Staff (RAD); and the Economic Developing Institute (EDI). The records of noted economist Bela Balassa who served as a consultant with DEC and predecessor organizations from 1966 to 1991 are also included.

Masood Ahmed files

  • WB IBRD/IDA STAFF-19
  • Subfondo
  • 1979-1999 (prominent 1995-1998)

The sub-fonds consist of chronological correspondence records from different units throughout Masood Ahmed's World Bank career. The series additionally includes speech and presentation records from his time in IEC and PREM, and records related to his involvement with the Economic Development Institute (EDI, now renamed the World Bank Institute [WBI]).

Joseph Wood files

This sub-fonds consists of the records generated by Joseph Wood in numerous positions at the World Bank. Included are subject and activity files from when Wood served as Division Chief and later Assistant Director for the Programming and Budget Department Office (PAB). Subject and activity files are also included for Wood's role as the Vice President for the Financial Policy, Planning, and Budgeting Vice Presidency (FPBVP), and Vice President for the Financial Policy and Risk Management Vice Presidency (FPRVP), the successor to FPBVP. Chronological correspondence files are also included for his time in FPBVP and FPRVP, and for when Wood served as Vice President for the South Asia Region (SASVP).

Gautam Kaji files

  • WB IBRD/IDA STAFF-24
  • Subfondo
  • 1992 - 1997

Sub-fonds consists of incoming and outgoing chronological correspondence files and accompanying attachments maintained by Gautam Kaji during his time as East Asia and Pacific Region Vice President, and during his time as Managing Director of the World Bank.

L. Peter Chatenay files

  • WB IBRD/IDA STAFF-17
  • Subfondo
  • 1971 - 1972

This sub-fonds contains memoranda and reports compiled by L. Peter Chatenay that primarily relate to the World Bank's early organization and staffing. It would seem that these materials were prepared in support of Chatenay's participation in the Organization Study Team which was created in support of the 1972 Bank-wide reorganization.

Geoffrey Lamb files

  • WB IBRD/IDA STAFF-25
  • Subfondo
  • 1977 - 1992

Sub-fonds consists of chronological correspondence files for Geffrey Lamb for the following positions and years: Economist for the Development Research Department (DRD) from 1980 to 1982; Public Sector Management Adviser for the Public Management Unit (PPDPS) from 1983 to 1987; Adviser for the Strategic Planning Division (SPRSP) and the Policy Development Unit (PRDPD) from 1988 to 1991; and Unit Chief for the Public Sector Management Unit (EMTPM) within the ECA/MENA Technical Department of the Europe and Central Asia Vice Presidency (ECA) for 1992. The sub-fonds also includes: DRD country strategy papers, study papers, and policy papers maintained and created by Lamb from 1980 to 1981; policy papers focused on institutional reform maintained by Lamb during his time in PPDPS from 1982 to 1987; records related to policy papers prepared by Lamb prior to his employment at the Bank; records related to papers prepared for and involvement in conferences and seminars from 1987 to 1991; and records related to Lamb's involvement with PRDPD work program planning and working group participation from 1990 to 1991.

Records of the Office of the Vice President, Development Policy (VPD) and the Development Policy Staff

  • WB IBRD/IDA DEC-01
  • Subfondo
  • 1965 - 1983 (predominant 1972 - 1982)

Sub-fonds consists of records created in the Development Policy Vice Presidency (VPD). Many of the records were created by the Director, Development Policy; these relate to the Development Committee; the Policy Review Committee, and commodity policy work in the department. Other records in this sub-fonds relate to specific research projects and, generally, the World Bank's research program. Also included are records related to the external General Research Advisory Panel (GRAP). Correspondence and other records of the Development Policy Staff, Departments, and Divisions are also included in this sub-fonds.

Timothy Campbell files

  • WB IBRD/IDA STAFF-12
  • Subfondo
  • 1988 - 1999

Fonds consists of chronological files created by Timothy Campbell during his employment in the Latin America and Caribbean Region and Transportation, Water and Urban Development Department. Records from his time in the World Bank Institute (WBI) are not present. The majority of the records in this fonds provide evidence of Campbell's research activities and his communication and collaboration with agencies and institutions external to the Bank. As such, the majority of the records take the form of researchmaterials, drafts of articles and reports, and correspondence.

Vinod Dubey files

  • WB IBRD/IDA STAFF-14
  • Subfondo
  • 1973 - 1990

The series consists of records collected and maintained by Vinod Dubey during his time at the World Bank. The majority of the records were created during Dubey's time in CPD and EAS.

Ian Johnson files

  • WB IBRD/IDA STAFF-13
  • Subfondo
  • 1984 - 1985, 1996, 2000 - 2005

Fonds consists of records created and received by Ian Johnson during his employment at the World Bank. The fonds consists of records created and received by Johnson while serving in various departments and units and in various capacities. They are not, however, comprehensive. Those units in which Johnson served and are represented in this fonds include: the Europe, Middle East and North Africa (EMENA) in the Projects Department, Power and Energy Division (EMPPE) as an energy economist (records from 1985 to1986); as Assistant Chief Executive Officer in the GEF Secretariat (records from 1996); as Vice President of ESSD (records from 2001 to 2005); and as Chairman of CGIAR (records from 2000 to 2004). The majority of the records in this fonds are chronological files containing correspondence. Records created during his time as ESSD Vice President are the most numerous and diverse. In addition to chronological files, the fonds contains: programme and project funding agreements and work program agreements involving ESSD; spring and annual meeting records; briefings for Johnson prepared by his staff; and briefings prepared by Johnson and ESSDVP staff for upper-management including Bank President Wolfensohn.

Syed Shahid Husain files

  • WB IBRD/IDA STAFF-22
  • Subfondo
  • January 1993 - March 1995

Sub-fonds consists of incoming and outgoing correspondence files maintained by or for Syed Shahid Husain during his employment as Vice President for the Latin America and the Caribbean Region (LACVP) from 1987 to 1994, and Vice President for Management and Personnel Services (MPSVP) from 1994 to 1995.

Attila Karaosmanoglu files

  • WB IBRD/IDA STAFF-23
  • Subfondo
  • 1976 - 1994

The sub-fonds consists of chronological correspondence files from when Karaosmanoglu served in the following positions: Director for Development Policy Vice Presidency (VPD) from 1975 to 1979; Director for the Country Programs Department 1, Europe, Middle East, and North Africa Region (EM1DR) from 1979 to 1982; Vice President for the East Asia and Pacific Vice Presidency (AENVP) from 1982 to 1987; Vice President for the Asia Vice Presidency (ASIVP) from 1987 to 1991; and Managing Director for Bank President Lewis T. Preston from 1991 to 1994. The subfonds also includes speech, presentation, statement, and interview files for when he served in the following positions: Director of Development Policy (VPD); Director of the Country Programs Department 1 of the Europe, Middle East, and North Africa Region (EM1DR); Vice-President East Asia and Pacific Region (AENVP); and Managing Director (MDS).

Heywood Fleisig files

  • WB IBRD/IDA STAFF-21
  • Subfondo
  • 1986 - 1992

Sub-fonds consists of incoming and outgoing chronological correspondence files maintained by Heywood Fleisig during his employment in the following positions: Senior Economist in the East Asia and Pacific Vice Presidency (AENVP); Principal Economist in the Asia Vice Presidency (ASIVP); Principal Economist in the Country Operations Division, Asia-Country Department II (AS2CO); and Principal Economist in the Office of the Chief Economist, Latin America and Caribbean Region (LACCE).

Records of the Vice President and Special Adviser to the President, Visvanathan Rajagopalan

Visvanathan Rajagopalan was the Vice President for Sector and Operations Policy when President Preston asked him to join the President's staff as Senior Adviser. Rajagopalan held this post for the year 1993, retiring at the end of December. During his time in the President's office, Rajagopalan had 2 principal tasks: manage the follow-up to the Portfolio Management Task Force report and chair the Consultative Group on International Agricultural Research. In addition he spent a brief period in the summer of 1993 as the acting head of the Information, Technology and Facilities Department.

The most important records in this subfonds are those of the Portfolio Management Task Force. These records are essential to understanding the work of the task force and the controversy that followed its report.

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Records of the Executive Assistant to the President, Marianne Haug

Marianne Haug served as Executive Assistant to the President and Secretary of the President's Council from May 1987 until May 1990. She was employed by various units in the Bank prior to joining the President's office; some of the records in this sub-fonds predate her service in the Executive Office.

Haug's files cover a mix of administrative and program topics. The series of subject files contains a very broad overview of topics that she handled for the President, as well as topics in which she was especially interested, such as the files of the Bank's Outside Interests Committee, 1981-1987, on which she served. The files on environment, forestry, and MIGA are very full; the series also contains copies of speeches by senior members of the Bank, showing that the President's staff was tracking the public statements. Several files, such as Centrally planned economies and Eastern Europe show the Bank's response to the changing situation in Eastern Europe.

The series on budget policy is useful to understand the internal development of budget packages from the point of view of the President's office. Haug's series on the Bank's 1987 reorganization is the fullest in the President's office, covering both the original reorganization and the fine tuning in 1989. Her extensive chronological file dates from July 1985 through May 1991.

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Records of the Special Assistant to the President, Anapum Khanna

Anapum Khanna was appointed as Special Assistant to the President in July 1989 and stayed through the end of Conable's term and into the first months of the Preston term. He succeeded Marianne Haug as the Secretary to the President's Council, and the primary series of records in this sub-fonds are the working files Khanna accumulated while handling Council business.

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Records of the Counselor to the President, Matthew F. McHugh

Matthew F. McHugh joined the President's office staff in May 1993. His files reflect a strong interest in and responsibility for external affairs, in particular the Bank's relationship with the U.S. Government and the 50th anniversary celebration of the World Bank. These records are useful for insight into the liaison activities of the President's office because similar records do not exist in the President's own files.

McHugh also served as Counselor to the President during James Wolfensohn's first term as President. McHugh continued to use and add items to some of his files from the Preston period, particularly the country files. Those McHugh files are among the records of the Wolfensohn Presidency, and they should be consulted for further information on the Preston years.

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Records of the Executive Counselor to the President, J. William Stanton

When Conable became President, he appointed J. William Stanton to serve as Counselor to the President. Stanton held that post throughout Conable's term.

The records of Stanton's office focus on two of the major administrative issues of Conable's Presidency: the 1987 reorganization of the Bank, and the acquisition and retrofitting of the Bank's Washington buildings. They must be read in conjunction with the President's Administrative files and the files of Special Assistant Marianne Haug; for example, the Haug and Stanton records both have series on the 1987 reorganization, which does not appear in the President's files, but the President's Administrative files have the records of the 1989 fine-tuning of the reorganization. Taken together, the entire picture emerges.

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General Subject Files of the Directors-General, Operations Evaluation

This series consists primarily of reports, studies, and other issuances sent to the Director-General either for his comments or as part of a general distribution to high-level managers in the Bank. Filed with these issuances are comments and related correspondence of the Director-General and his special advisers and comments that the OED staff provided the DGO. The documents from the Kapur and Rovani eras are primarily originals, many with handwritten comments from the Directors-General. The Picciotto-eradocuments are primarily electrostatic copies. Key topics covered by the files include: mechanisms for integrating OED findings into the policy formation process of the Bank (filed under Dissemination and Feedback); evaluation criteria used in appraising projects (filed under Methodology); OEDs involvement in the monitoring and evaluation of NGO programs and in providing evaluation guidance to NGOs (filed under NGOs); OED guidelines for evaluating environmental projects (filed under Environment); planning for the 1995 G-7 Summit in Halifax (filed under G-7 Summit); the role of gender in OED work (filed under Women in Development); DGO/OED comments on the Annual Report on Portfolio Performance (ARPP) and on the disconnect between the ARPP and Completion Report/Audit Report ratings (filed under Annual Report on Portfolio Performance); and planning for the 1994 Annual Review of Evaluation Results (filed under Annual Review). Filed under Development Committee Task Force on Multilateral Development Banks (MDBs) are replies to questions and copies of documents DGO Picciottos adviser Pablo Guerrero provided to the Task Force secretary. The MDB Task Force files also contain Guerreros comments on draft background studies submitted to the Task Force. Filed under Main Complex Rehabilitation Project (MCRP) are records regarding a 1993 Bank inquiry into cost overruns for an improvement program to the Banks headquarters complex at 1818 H Street NW. That file includes copies of Robert Picciottos 1993 memoranda outlining the input he had into the funding required for the project while he was Vice President of Corporate Planning and Budget. The files also include Picciottos comments on a draft of the S. Guhan chapter, The Banks Project Lending in South Asia, 1971-1990, in Volume II of the Brookings history of the World Bank.

Speech transcripts and memoirs

This series contains transcripts of two speeches that Diamond gave: one in 1984 on the World Bank's policy on development banks and the other in 1999 on the beginnings of the Economic Development Institute (EDI). This series also includes an essay--A Partial Memoir of Other Times--written in 2000.

Chronological [outgoing] files

This series consists of copies of the outgoing letters and memoranda of George D. Woods and correspondence handled for President Woods by his personal assistants George C. Wishart and Rainer B. Steckhan. It includes correspondence sent on substantive issues of development assistance, memoranda to files, internal memoranda of the Bank and social and public relations messages.

Letters to foreign heads of state, government officials, banks, development institutions and academics regarding particular loans and projects, missions, technical assistance, bond issues and other sources of financing, and development policy issues are found in the series. Memoranda to files, usually written by Wishart, make a record of Woods' meetings with high-level government and business executives, focusing on important remarks and outcomes. Occasional Bank-internal memoranda, usually addressed to Vice Presidents and other high-level managers, concern such issues as staffing of the Economic Development Institute (EDI), defining the competencies of the technical operations and regional departments of the Bank with regard to project preparation, and procedures for establishing consultative groups.

The social and public relations letters express appreciation for invitations, hospitality, and for letters, publications and gifts received; express regret regarding invitations; offer congratulations; discuss arrangements for meetings and itineraries for travel; and provide letters of introduction.

Briefing papers

The majority of this series consists President George D. Woods' briefing papers for the annual meetings of the World Bank and International Monetary Fund Boards of Governors. The briefing papers for each annual meeting are organized by geographical region and thereunder by individual countries. The country sections contain background information on each country's economic and political situation (including occasional economic reports), the country's relations with the Bank, and lists of each member country's delegates at the annual meeting and the topics they are likely to raise. In the case of Africa and Latin America, there are also memoranda concerning the caucuses held by the countries in these regions and texts of remarks the President intended to deliver to them.

Also part of the series is a briefing file on the 57th session of the Development Assistance Committee (DAC) of the Organization for Economic Co-operation and Development in July 1965. Two small files contain briefs for visits to Argentina and Brazil.

Travel files

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

Chronological [outgoing] files

This series consists of copies of President Clausen's outgoing correspondence during his entire Presidency. Correspondents include government heads and officials, heads of the United Nations, international agencies, banks, development banks and other corporations, U.S. government officials, the Governors of the Bank, the Bank's Executive Directors, the Managing Director of the International Monetary Fund, and Bank staff members.

The files document the views of the President on the economic situation, theproblems faced by the Bank and the IDA in securing resources, debt management, Bank-Fund collaboration, the Bank's poverty oriented lending programs, the energy program, and other specific Bank operations. A number of circular letters are included on topics such as subscriptions to the General Capital Increase of the Bank, requests for IDA contributions, the establishment of the Multilateral Investment Guarantee Agency ( MIGA ) and the establishment of a special facility for Sub-Saharan Africa. The correspondence also contains more routine letters, invitations, congratulations and condolences. The thank-you letters include correspondence following official trips and thanks for aid, particularly for contributions to IDA replenishment. Invitations include invitations to Annual Meetings, to special panels, to senior staff retreats and meetings, and to luncheons.

Letters to staff regarding personnel matters, including welcomes to new positions and farewells on retirement, and general administrative matters such as the implementation of the Performance Planning and Review (PPR) Program, are also in the file.

Senior Management Council official files

This series consists of the official files of the Senior Management Council maintained by its secretary. In 1982 the Senior Management Council replaced the President's Council, which had been created in 1965 by George Woods. Occasionally the Senior Management Council and the Managing Committee met jointly, and some records of the joint meetings are included.

The official records contain agendas, minutes, memoranda to the Senior Management Council, reports and studies for review, and some correspondence. Also included are materials concerning the annual dinner gatherings and retreats of the Executive Directors and members of the Senior Management Council, including drafts of the President's remarks at the dinners. A photograph of the Senior Management Council members in 1984 is included.

Correspondence

This series contains a fragment of President George D. Woods' correspondence, both private and official. Notable among the official correspondence is a letter to Hector Prud'homme, University of Hartford, Connecticut, on education projects; an exchange of letters with the President of Pakistan, Marshall Ayub Khan, on the political situation for Pakistan in July 1965; a letter to Antonio Montero, a banker from the Bahamas, on external financing of local currency components of public projects; and a report from World Bank Vice President J. Burke Knapp on his talks with the President of Zambia, Kenneth Kaunda, on the situation in Rhodesia in December 1965.

Video recordings

The annual meeting of the CGIAR sponsors and centers is routinely videotaped. Normally these tapes are destroyed once the verbatim transcript of the meeting is produced. For especially significant meetings, however, the videotapes are preserved; the two meetings that fall into this category are the Ministerial level meeting on CGIAR reform and renewal held in Lucerne, Switzerland, in February 1995, and the twenty-fifth anniversary meeting held in 1996. The twenty-fifth anniversary program was taped in full, including sessions, panel discussions, a parallel session on genetics resources conservation, exhibitions, and the concluding press conference.

On the occasion of its twenty-fifth anniversary, CGIAR taped a number of interviews with individuals important in its history, both persons who worked at CGIAR and international agricultural scientists. It also produced videos titled CGIAR: The first 25 years and Serving the world through science: An introduction to the CGIAR. In the process it shot and acquired both stock footage of its operations, particularly in Ethiopia, and finished productions on topics ranging from rice to farming in Rwanda.

A few other videotaped interviews, speeches, and press conferences have been retained, including interviews with Nobel Prize winner Norman Borlaug, several speeches by CGIAR chairman Ismail Serageldin, and footage of the mid-term meeting in New Delhi in 1994.

Compact International Agricultural Research Library project files

  • WB IBRD/IDA CGIAR-3164S
  • Serie
  • 1984 - 1995

In the late 1980s the Consultative Group on International Agricultural Research became interested in finding a means to distribute current agricultural research information more effectively. The Group contracted for a study of the issue and then contracted for a prototype of a CD-ROM publication and distribution system. Following the production and evaluation of the prototype, a full-scale CD-ROM publication was initiated, containing publications from nineteen international agricultural research centers plus the Ford and Rockefeller Foundations. The final CD-ROM set, called the Compact International Agricultural Research Library - Basic Retrospective Set (CIARL-BRS), was a single master disc that contained the catalogue and synopticon records and sixteen text-image discs that contained the documents from the centers. They were accompanied by a paper A-Z Reference Guide in English, French, and Spanish, and a Tutorial Guide.

This series consists of the background records of the project; the contracts with each center for use of its publications; contracts for the studies, the production of the CD-ROMs, and the translations of the paper publications; record of the preparation of the paper publications and master copies of them; correspondence with the evaluation sites and the advisory committee; and records related to the marketing of the final CD-ROM set. The records are essential to understand the authorized uses of the publications from the centers.

The records reflect CGIAR's effort to preserve and disseminate the bountiful research information that was being produced by the centers. As an early CD-ROM project, it also provides a miniature study of the developmental steps that were required; for example, the project had not intended to create a paper Tutorial, but the users had difficulty with the unfamiliar CD-ROM technology so a Tutorial was devised. While the project staff hoped that the CIARL-BRS would be the first of many editions of the CD-ROM, website technology soon replaced CD-ROMs for CGIAR distribution purposes and no further editions were produced.

Publications of international agricultural research centers

  • WB IBRD/IDA CGIAR-3160S
  • Serie
  • 1963 - 1990

This series contains publications acquired from international agricultural research centers for the CGIAR CD-ROM publication project Compact International Agricultural Research Library - Basic Retrospective Set (CIARL - BRS). A few publications from the Rockefeller and Ford Foundations, which provide important support for the centers, also are included. Not all of the publications in this series ultimately were reproduced on the CD-ROM.

The purpose of the CD-ROM publication was to provide a resource on agriculture for developing countries. CGIAR solicited the publications from the research centers, the centers made the first selection on relevance to the purpose of the publication, and the CGIAR project staff made the final determinations.

The publications selected include guidelines, instructional manuals, studies, handbook, directories, monographs, annual reports, and proceedings of internal symposia and workshops, among others. Duplicate copies of some of these publications are found in the CGIAR Central Files, particularly in file categories G and H. The publications reflect the state-of-the art of agricultural research at the time they were published. Taken together with the Central Files, they illuminate the research emphases of the centers, showing changing attitudes toward, for example, environmental issues, small farmers, and various species of plants and animals. The series as a whole provides a worldwide overview of agricultural research.

President's Council files

This series consists of the records of meetings of the President's Council that were maintained by Anapum Khanna, Special Assistant to the President. The files contain agendas and minutes of the meetings, Khanna's handwritten notes taken during meetings, talking points for the President, and papers for discussion by the Council. The series is not a complete record of all President's Council meetings for the period covered, and not all records of meetings contain an agenda or minutes.

This series is a useful supplement to the official records of the Council in WB IBRD/IDA EXC-11-32S. Not all of the official records include minutes, and Khanna's handwritten notes may fill in gaps in the official files. Furthermore, this series includes talking points for the President, all of which may not be included in the official files.

Subject files

The files in this fragmentary series contain primarily memoranda and reports on a few administrative topics. Some of the items in the files had been accumulated by Khann's predecessor as Special Assistant, Josue Tanaka. Some files are useful because they continue a subject found elsewhere; for example, the environment file in this series complements and extends the environment file found in the Haug subject files. The private sector development file postdates the Conable Presidency.

Subject files

This series provides an unusually good overview of the scope of issues handled by staff assistants in the Office of the President. Unlike the Stanton files in WB IBRD/IDA 03 EXC-11-02 which are focused on reorganization and space needs, the Haug files cover a very wide range of administrative matters and program topics. The Bank's increasing emphasis on environmental and social issues is reflected here, in such files as environment, forestry, population, and women in development. The monitoring of program operations can be traced in such files as annual sector reviews and strategy papers from Bank entities. Haug also had special interests in staff issues, reflected in files on outside interests and activities, the staff association, the staff retirement plan and staff compensation.

Haug brought some files with her to the President's office, including those on the Joint Committee on Staff Compensation and the Outside Interests Committee, from which she resigned when she joined the President's staff. In addition, a few documents from 1991 in the U.S. estate tax file post-date her tenure and presumably were filed by the President's office staff into Haug's subject file after she departed.

Central files

  • WB IBRD/IDA CGIAR-4177S
  • Serie
  • 1972 - 1987 (predominant)

This series is the key record of the first fifteen years of the history of CGIAR. All of the efforts to create the organization are documented, as are the general meetings held once or twice a year, the CGIAR staff liaison with the members and donors, the work of the Technical Advisory Committee (as the Science Council was called during those years), and the periodic reviews of the CGIAR program.

Other important records in the series are those in file category G, records of the international agricultural research centers. A set of files exists for each center, containing correspondence with and about the center, records of periodic reviews, appointments, projects and work plans, budgets and financing, and publications. These are an excellent source for the history of agricultural research and the choices made to support or not support a particular research emphasis. Files also exist on associated centers and programs that were not part of the core institutions supported by CGIAR. These files are not as extensive as those relating to the CGIAR centers, but they contain useful information on institutions such as the International Soybean Resource Base (INTSOY) and the International Agricultural Development Services (IADS).

Also included in the series are speeches, addresses and outgoing memos and letters of S. Shahid Husain as Chairman of CGIAR, 1984 - 1987.

Working files - Conable/Camdessus lunches

This series contains records of President Conable's meetings with Michel Camdessus, Managing Director of the International Monetary Fund, between June 1989 and July 1991. The records consist of meeting agendas, briefing notes, talking points, and minutes of the meetings. The topics include Bank and Fund collaboration and operations involving debt reduction, country matters, environmental issues, and preparations for Annual Meetings issues, among others.

The file was maintained by Jennifer Volk, an Executive Assistant to the President. The official file on the lunches is missing from the Liaison files - Non-governmental and international agencies; consequently the working file provides the existing information on the meetings of these two executives.

President's Council files

Shortly after assuming the Presidency, Barber Conable discontinued the Managing Committee that, during the Clausen years, had provided overall administrative control of the Bank. In its place Conable created an advisory body made up of the Bank Vice Presidents who reported directly to the President (some vice presidents reported to other vice presidents; they were excluded). This body was originally known as the Policy Committee, then renamed the President's Council in May 1988. It advised on policy decisions for consideration by the Executive Directors, on strategic objectives, resource mobilization and allocation, manpower strategies, and other managerial issues. A staff member in the President's office served as the secretary for the Committee/Council.

This series contains the official records of the Council, from May 1987 to July 1991, grouped in two subseries. The files in the first subseries, amounting to 10 linear feet, are the records of the weekly meetings of the Council, including agendas, minutes, reports, and documents discussed. The second subseries, 2 linear feet, is the set of papers distributed to the Council members for background information; the first seven files (of a total of nine) include a list at the beginning of the file providing the title of each document in the file, the originator, and the date. The files include a few pieces of correspondence and a few annotations and comments from Council members.

These records are an essential source for a researcher who wishes to understand the internal discussions in the Bank during the Conable years.

Special Evaluation Studies

  • WB IBRD/IDA OPE-09
  • Serie
  • 1957 - 2004 (predominant 1971 - 2004)

The special evaluation studies build on the primary assessments covered by Completion and Audit Reports and Impact Evaluations. Those primary evaluation products for specific projects generate data, findings, and lessons that support the special evaluation studies which examine the impact of a number of projects and their implications for the World Bank's policies, practices, and procedures. The special evaluation studies cover topics and issues raised by the Executive Directors and by management and operations staff as well those emerging from audit work. The studies focus on countries, sectors, Bank processes and policies, and broad themes.

  • Sector Studies- Address the effectiveness of Bank programs on sector policies and on project selection, design, and implementation. Many of the sector studies compare experiences across countries (examples include studies of human resource development, Bank experience in the Education Sector, and rural water supplies), whereas others are in-depth reviews of particular sectors in individual countries (e.g., educational development in Korea, population policies and programs in Kenya).

  • Process- Studies Evaluate the Bank's business processes from a development perspective. These studies examine how well the Bank applies its policies and evaluate the efficiency and effectiveness of Bank business practices. Examples include: studies of: poverty assessments; Environmental Impact Assessments and Action Plans; and Project Appraisals.

  • Policy Reviews- Examples of topics covered by such studies include: experience with agricultural research; fiscal management; financial sector reform; and experience in large dams.

  • Thematic Studies- Examine broad themes that encompass multiple sectors and countries and themes of special emphasis for the Bank, such as: resettlement policy; gender; anti-corruption; and poverty alleviation.

The content of the files for the special studies varies but the more complete files contain: drafts and final copies of an Initiating Memorandum (IM), a Study Design Paper, and an Approach Paper; comments on these initial documents from OED staff and from members of the Committee on Development Effectiveness (CODE) or its predecessor, the Joint Audit Committee (JAC); Terms of Reference for the OED staff members and/or consultants assigned to the study; copies of previously issued Bank and OED reports, studies, and audits relating to the study topic; Back-to-Office Reports from study missions; intra-OED memoranda regarding methodology, schedules, and progress on the study; various drafts of the study with comments on the drafts from OED staff, Bank staff in other units, representatives of other development and aid organizations, and officials in client countries; drafts of the DGO's comments to CODE (or JAC) regarding the evaluation; minutes of CODE (or JAC) meetings at which the study was discussed; drafts of the DGO's transmittal memorandum to the Executive Directors and the President; and summaries of discussions and minutes of meetings of the Executive Directors at which the study was discussed; copies of the OED Precis and Fast Track Brief relating to the study; and copies of letters transmitting the final report to interested parties.

Photographs

This series consists of four photograph albums of President and Mrs. McNamara's visits to Niger (March 5-6, 1972), Bolivia (March 7-9, 1976), Bangladesh (November 3-6, 1976), and Sri Lanka (November 20, 1978). The photographs arein black and white.

Executive Committee minutes

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

Chronological Correspondence

  • WB IBRD/IDA DIAMOND-4623S
  • Serie
  • 1955 - 1990

Throughout his career, Diamond kept a personal file in chronological order.

Although the records are found in one long chronological series, several distinct parts exist. The earliest file, dating from 1955 to 1958, primarily contains outgoing messages and personal items on finances, travel arrangements, and publications. It includes information on EDI courses; Diamond's letters to Bank officials during his missions in Ethiopia, Greece, Turkey, and Tunisia; a letter to Newton Parker, March 24, 1958, onthe roles of economic institutions in Honduras; and a memo to S.R. Cope of April 1, 1958, reporting on Davidson Sommers's meeting with a Yugoslav representative on future loans to Yugoslavia.

Records also relate to Diamond's work in India as an advisor to the Industrial Credit and Investment Corporation of India (ICICI). The files between 1958 and 1960 provide a view of the early organization of the ICICI and the establishment of its policies. Items include incoming and outgoing correspondence; meetingnotes; reports; clippings; and personal correspondence. Correspondents include Eugene Black and George D. Woods; ICICI officials; Indian government officials and industrialists; the IBRD resident representatives in India and Pakistan; and various World Bank staff members. Some correspondence discusses the establishment of the Pakistan Industrial Credit and Investment Corporation Limited and developments in Ethiopia.

Overall, the bulk of this series relates to Diamond's assignments at the Bank between 1962 and 1978. For the first eight years, the files contain primarily copies of Diamond's outgoing messages; thereafter the files increasingly include copies of incoming records, such as reports from the field and copies of records sent to him while he was on mission travel. The files from the IFC period contain many records about the development banks in South Asia and North Africa. When Diamond was a Director of country programs in the South Asia Regional Vice-Presidency, the files include records related to the Tarbela Dam project and the efforts to assist Bangladesh. Note that the records in these files are largely duplicates of those in the official files of the Bank, but their chronological arrangement allows the user to see the variety of issues that Diamond was handling and to trace the evolution of Diamond's and the Bank's responses to events.

The final part of the series contains records relating to Diamond's work as a consultant to IFC between 1980 and 1990. The earliest records relate to IFC's role in the work of the Societe Internationale Financiere pour les Investissements et le Developpement en Afrique (SIFIDA), but most of the records relate to the Banco Portugues de Investimento SA (BPI). In 1978 a group of Portuguese industrialists created an "Executive Group" to develop a private financial institution to promote private economic development. They sought the involvement of the IFC, and the IFC engaged Diamond as its consultant on the BPI.

Subject Files of the Fisheries Program

  • WB IBRD/IDA AGR-5891S
  • Serie
  • 1988 - 1992 (predominant)

This small series consists of the subject files of the fishery program. The records include memoranda, correspondence, mission reports and reports of meetings, policy papers, and drafts of papers. The files seem to have been created during the period when an aquaculture study was undertaken by the Bank. The file Banque Mondial includes the terms of reference for an aquaculture study and notes and reports of meetings on fisheries.

Most of the files relate to meetings, a few within the Bank but mostly international meetings, and information about fisheries studies undertaken by other organizations. Some files relate to a World Bank mission to Chile, Peru, and Ecuador to study international fisheries research, including background information and mission reports. A file on the advisory committee for a study of international fisheries research, undertaken by the World Bank, the Food and Agriculture Organization, the United Nations Development Program, and the Commission of European Communities, includes notes on the issues raised in the committee.

The records provide an overview of international cooperation on fisheries research at the beginning of the 1990s. Although small, these files provide useful explanatory material on the setting of international priorities on fisheries research.

Subject Files of the Forestry Program

  • WB IBRD/IDA AGR-5890S
  • Serie
  • 1988 - 1992 (predominant)

This series consists of the alphabetical subject files of the forestry program. The records include memoranda, correspondence, reports, policy papers, and drafts of papers and book chapters. The principal focus of the files is the development of the World Bank's forest policy paper of 1991, including a series of background reports commissioned from world forestry experts during 1990.

The records also contain files on the Tropical Forest Action Plan, a program sponsored jointly by the Bank and the Food and Agriculture Organization, the United Nations Development Program, and the World Resources Institute, including records that reflect the establishment of the Bank's policy on the Plan. Files on forestry projects throughout the world between 1991 and 1993 include correspondence, mission reports, sometimes project supervision and completion reports, and publications. A few files on the International Board for Plant Genetic Resources, although labeled Weekly staff bulletin, actually contain useful reports,background papers, and handbooks on the operation of the Board.

The records are unusually complete, and it is possible to trace the development of the 1991 forest policy paper in its entirety. The paper itself is published, but these files provide important background content and context for research on forestry policy.

Conference and seminar files of irrigation engineering advisor

  • WB IBRD/IDA AGR-5889S
  • Serie
  • 1976, 1985 - 1994

The series has two parts: records of the annual water seminars 1985 - 1994 and records of the water study tours 1976, 1987, 1991, and 1993. The records are the files of Herve L. Plusquellec, the irrigation engineering adviser in the Agriculture and Rural Development Department who was the organizer of the conferences.

In January 1985 the Agriculture and Rural Development Department started an annual seminar on irrigation and drainage. At that time irrigation was the largest component in the Bank's investment portfolio, and the Department believed it was the Bank's most stable and successful program in agriculture. The seminar was for Bank staff, and both Bank staff and external experts spoke. Only the Department director's speech to the seminar and the background papers exist from the first seminar. Thereafter the files include agendas, participant lists, a few administrative items and handwritten notes, speeches, and background materials. The papers and background readings include both broad topics (for example, A second look at irrigation development in the seventh annual seminar or Tradable water rights and water markets: Issues in the ninth) and case studies on a variety of countries and projects. In 1993 the annual seminar was retitled Water Resources Management Seminar, reflecting the breadth of issues the seminar had come to consider during its nine previous sessions. The last file is on the seminar of December 1994. The file for the sixth annual seminar is missing.

In 1976 the Bank sent a study tour mission of Bank staff to the southwestern and western United States to look at irrigation and agriculture projects and practices. In 1987 the Bank organized an irrigation study tour to Mexico and Arizona. This was followed by irrigation study tours to China in 1991 and to Mexico and Spain in 1993. The records include agendas, administrative correspondence, notes, lists of participants, and final reports of the missions.

Anyone researching water issues, whether irrigation, drainage, water supply, sanitation or water engineering, will find in these records the best contemporary information, both within the Bank and in the larger development community. In addition, researchers interested in the development of the Banks water policy will find these files an important source of information.

Shared Records of the Director-General, Operations Evaluation (DGO), and the Director, Operations Evaluation Department (OEDDR)

Series consists of files of both the Director-General, Operations Evaluation (DGO), and the Director, Operations Evaluation Department (OEDDR). The records document OEDDR and DGO interaction with: staff in other parts of the Bank; U.S. officials in the General Accounting Office, the U.S. Agency for International Development, and the Department of the Treasury who were interested in the evaluation function within the Bank; and officials in industrialized nations, NGOs, and international aid organizations who were responsible for, or interested in, monitoring and evaluation processes.

Director-General Robert Picciotto's Files on the Independent Evaluation of the Pilot Phase of the Global Environment Facility (GEF)

The series consists of records related to the Global Environment Facility (GEF). The GEF was a three-year pilot program begun in 1991 to provide grants and low interest loans to developing countries for programs to relieve pressures on global ecosystems. The Facility was a co-operative venture among national governments, the World Bank, the United Nations Development Program (UNDP) and the United Nations Environment Program (UNEP). In April 1992, GEF participants agreed that its structure should be modified, and at a subsequent meeting in December of that year in Abidjan the participants requested an independent evaluation of the Pilot Phase.

Correspondence regarding discussions held within the Bank regarding the GEF independent evaluation of the Pilot Phase are part of the series, including minutes of a January 25, 1993, meeting on the topic convened by the Chief, Infrastructure and Energy Division (OEDD3) at which ENVGE (Global Environment Facility Administration) was represented. Drafts of the Terms of Reference (TOR) to be presented at a GEF meeting in Rome on March 4-5, 1993, are part of the series. Drafts of the Inception Memorandum for the independent evaluation, the Inception Report, and the Terms of Reference prepared after the Rome meeting are also part of the series. Most of these records were prepared following a March 12, 1993, meeting attended by the Deputy Director of UNDP's Central Evaluation Office (CEO), the Chief of OEDD3, and an OEDD3 consultant (John Malone). Establishment of an Independent Panel of Experts for the GEF evaluation was discussed at this meeting. Copies of letters of invitation extended to individuals selected to serve on the panel are part of the series.

Memoranda, paper copies of electronic and facsimile messages, correspondence, newspaper articles, and news releases in the series document the work of the Independent Panel of Experts (Independent Evaluation Panel [IEP]) and the three Evaluation Managers (Robert Picciotto - DGO, World Bank, Gus Edgren - UNDP, and Nay Htun -UNEP) responsible for conduct of the evaluation. Also documented are the managers' contacts with the Chairperson of IEP (Dr. Alvaro Umata), the principal evaluators (Jim Kelly - UNDP, Andrea Matte-Bakers, and Stjepan Keckes - UNEP, John Malone - World Bank), and the Evaluation Staff Coordinator (W. Haven North - World Bank).

The series includes: the final Inception Memorandum; work plan outline and budget for the evaluation; agendas, discussion papers, and minutes of meetings of the IEP and of GEF participants; copies of the questionnaires distributed to GEF participants as part of the evaluation; a draft Project Evaluation Form (PEF) consisting of a summary of questionnaire responses; and the interim and final reports of the evaluation. A copy of Global Environment Facility-The Pilot Phase and Beyond, Working Paper Series, Number I, May 1992, contains the text on the restructuring of the GEF approved by participating governments on April 30, 1992. Also in the series is the July 20, 1993, Back-to-Office report of Hideki Mori (OEDD3), of a GEF evaluation mission to Japan, Thailand, and Lao People's Democratic Republic from June 16 to July 5, 1993.

Liaison files - U.S. Government

This series contains the records of President Preston's interaction with both Congressional and Executive branches of the U.S. Government. The files include information on legislation affecting the Bank or its staff, briefing notes and minutes of the meetings with the Members of Congress and senior officials in the Executive Branch, and correspondence with the White House. The file on the White House contains mostly records from the Conable Presidency.

Annual Meetings

This series consists of President Preston's files for the Annual Meetings and the records of the logistical arrangements made by his office staff. The general organization of the Annual Meeting is the responsibility of the Corporate Secretary, so the records in this series are those of the President himself and the arrangements made by and for his immediate office.

The records consist of agendas, background material, briefings, speeches, correspondence, and related records regarding the Annual Meetings. The 1993 and 1994 files include briefings on commercial banks and financial institutions and the 1993 files include a Reference book. Market that has briefings on the Bank's FY94 funding plan, official borrowings, and country briefs. The briefings provided to the President for these meetings give a useful snapshot of the state of the particular country or institution as of the date of the meeting.

Speeches

This series contains both draft and final copies of Mr. Preston's speechesm, opening remarks, and addresses given to the Board of Governors and at Annual Meetings, United Nations' conferences, official luncheons, and farewells. The series is incomplete.

Travel files

The files in this series contain Mr. Preston's travel itinerary; briefing books that include background on the country's economy, the Bank's lending program, projects under execution, country profile and map of the country; schedules; meetings with Heads of States and representatives of member countries; minutes of meetings; arrival and departure statements; press statements; and outgoing letters to the government subjects.

The series contains both the files that the President used on the trip and the administrative files created by the President's office, most often by Gisu Mohadjer, an Executive Assistant to Preston, during the preparation for the trips. In some cases, there are Gisu Mohadjer files for a trip as well as files that appear to be the President's copy for use during the trip. Often the Mohadjer file will contain some briefing materials as well as logistical information.

The records include photographs from Mr. Preston's trips to Tanzania, Venezuela, Morocco, and India.

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