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Records of the Office of the President
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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.

Travel briefings

This series contains records related to President Conable's trips and attendance at meetings and conferences abroad and appearances and presentations inside the United States. The first file contains a table of travel undertaken by the President from September 1986 through September 1990, with columns for the dates, region visited, the country/state/city/town/field location visited, the purpose of the trip, meeting dates, and whether Mrs. Conable accompanied the President.

The files consist of travel itineraries background information on countries, briefing notes for meetings, arrival and departure statements and sometimes speeches, press conference briefings, remarks, schedules of meetings and appointments, agendas, correspondence with government leaders (including thank you notes), lists of government officials and biographical data, general background information on countries and governments, notes on projects and field visits, and maps of the country. A videotape is included on Conable's trip to India in November 1987.

Liaison files - U.S. Government

This series contains the records of President Conable'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. A few documents are included from the end of the Clausen Presidency.

A general file covers Congressional matters, in addition to files on the House of Representatives and the Senate. One subject file is included, on an initiative by the U.S. Treasury Secretary James Baker III and Senator Bill Bradley to develop a new strategy to manage international debt. In addition, one file is included on the Bank's relationship with the government of the District of Columbia.

Space Files

The series concerns the expansion, retrofit and reconstruction options for buildings occupied by the Bank in Washington, DC (known as Buildings A, B, C, D, E, F and I). It is the most complete set of records in the President's office on space issues facing the Bank.

More than half of the files are reports submitted to the Bank by architects, real estate appraisers, and real estate developers. The internal memoranda and external correspondence cover such topics as the space needs of the Bank, real estate values, and the acquisition and sale of properties, in particular the agreement between the Bank and the IFC regarding the transfer of the responsibility for the IFC building. The International Monetary Fund's expansion is the subject of one file.

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.

Chronological files

This series contains President Preston's outgoing correspondence, principally letters, between December 1990 and May 1995, as well as some incoming correspondence addressed to Preston, and other correspondence originating in the Office of the President. The first file predates Preston's tenure at the Bank. As the series covers the entirety of Preston's term, records created during his leave of absence by acting President Stern and other Office staff are included.

Because the Preston records are scant, this series of formal outgoing letters provides an important overview of the external liaison activities in which the President engaged.

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.

Office of the President -- Lewis T. Preston -- Matthew F. McHugh (Counselor to the President)

Records of the Portfolio Management Task Force (Wapenhans Report) and follow-up

In February 1992, Lewis Preston ordered a study of the Bank's basic portfolio management and evaluation process for loans and credits. Headed by Willi Wapenhans, who was assigned to the President's office for the study, the Portfolio Management Task Force produced a report in September 1992 that is one of the most famous in the Bank's history. It argued that the Bank did not pay enough attention to the implementation and supervision of loans and that sustainable development impact is the true measure of success. The Wapenhans Report, as it came to be known, was presented to the Board of Executive Directors in November 1992. In January 1993 Preston assigned Visvanathan Rajagopalan, who as a vice president who had been a member of the advisory council to the Task Force, to coordinate discussions regarding the implementation of the recommendations in the Task Force report.

The files are in 2 parts. The first part is the files of Wapenhans as the chair of the Task Force. These files were inherited by Rajagopalan as he worked on the implementation of the report during 1993. The second are the files of Rajagopalan, both a file regarding the work of the Task Force that he had maintained while he was the Vice President, Sector and Operations Policy, and files that he created during the follow-up period.

This series is the central source for information on the work of the Task Force. It includes the record of the discussion of the Executive Directors at the time the Task Force was formed and the background documents for the meeting of the Executive Directors after the report was issued, the minutes of the meetings of the Task Force from March through June and the audio tapes and the transcripts of a 2 day meeting with partner organizations (cofinancers), and feeder studies on topics ranging from the Bank's internal culture to the use of information technology.

Records regarding the Consultative Group on International Agricultural Research (CGIAR)

This series contains records compiled by Visvanathan Rajagopalan in his capacity as Chairman of the Consultative Group on International Agricultural Research (CGIAR). The records include his correspondence, agendas and travel plans for meetings, copies of papers presented at meetings or circulated prior to meetings, copies of his introductory remarks delivered at meetings, his briefing books for International Centers Week (the annual meeting of the international agricultural research centers that form the CGIAR network), and scattered reports of the CGIAR Oversight Committee and its Technical Advisory Committee. Correspondence covers meeting arrangements; appointments, salaries, and other personnel matters affecting staff; and resource allocations. The series includes a small amount of the correspondence of Wilfried Thalwitz, Rajagopalan's predecessor as chair of CGIAR.

Chronological files (outgoing)

This series contains letters and memoranda signed and sent by the President. Topics range from substantive issues of development assistance to social and public relations messages. Letters are addressed to foreign heads of state, government officials, banks, private citizens, US Senators and Congressmen, scholars, development institutions and academics, heads of organizations, diplomats, and journalists. Some internal messages and memorandam, including memoranda to the files, are included.

This is a verycomplete record of Conable's views on all matters that came before him and of the people with whom he corresponded. Although these are duplicate copies of records that should appear elsewhere in the files of the President's office or the Bank, this is a particularly useful series when other files have gaps.

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.

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.

Office of the President -- Barber B. Conable -- Marianne Haug (Executive Assistant to the President)

Budget files

The series consists of FY88 budget appeals and the effect of reorganization on the budget, budget policy and discussions, planning and budget guidelines; a budget framework paper; records of midyear budget reviews, the FY89 work program, and budgets for regional offices. The records also include the initial budget guidelines provided to the senior management group by President Conable.

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.

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