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Records of the Office of the Chief Economist
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Audit Reports Maintained in the Policy and Review Department

The series includes the 29 March 1989 report of an audit of the administrative expense budget of the Policy, Planning and Research Complex (PPR) by the Internal Auditing Department (IAD). The purpose of the review was to assess the adequacy and effectiveness of policies, procedures, and controls over formulation, implementation, and monitoring of the PPR budget and to provide recommendations for changes. Comments of the Senior Vice President, Policy, Planning and Research (SVPPR or PPRSV) comments on the draft report (16 May 1989) is with the IAD final report. DECVP reported to SVPPR.

Also in the series is a 9 September 1991 draft report of the results of an audit of the Geneva Office which reported directly to the Senior Vice President, Policy, Research and External Affairs (PRESV). Found with the draft report is a 3 May 1991 memo issued by PRESV to PRE organizations that transmitted the preliminary IAD work program which included the audit of the Geneva Office. The Geneva Office later reported to DECVP.

Correspondence and Other Records of the Program Management Unit (PRDPM), Policy and Review Department

This series contains correspondence and other records of the Program Management Unit (PRDPM). The correspondence is in two parts. The first part is a chronological file that consists primarily of e-mail printouts received by PRDPM from October 1990 to May 1991. A few printouts of e-mails sent are included. Most of the e-mails were widely distributed to managers throughout the Policy, Research and External Affairs (PRE) complex. The few that are PRDPM specific concern the distribution of computers and the development of the Information Management and Technology Plan for PRE. The second correspondence segment contains memoranda and e-mail printouts both sent and received by PRDPM from April to August 1991. Filed among the correspondence are PRDPM director Zmarak Shalizi's handwritten notes from meetings with PRD and PRE managers. The correspondence primarily concerns the duties of the PRDPM support staff, budget allocations for PRE publications, and planning for the FY 91 retrospective reviews of PRE.

In addition to the correspondence, there are files concerning the development of a records management program and Management Information Systems for units in the PRE complex. These files include records of several task forces Filed under Management Information Services are records of the PRE Information Needs Task Force, February - June 1991, which was established to evaluate the Management Information Requirements for PRE. Included are agenda, notes from meetings, and a draft report. There are also pre-PRDPM records of the Working Group on Measuring PPR's (a predecessor of PRE) Outputs. This group, headed by Nancy Barry, was organized in August 1988 to develop a system of quarterly reports for measuring PPR outputs and activities. The records include the Terms of Reference for the group and the completed questionnaires from each of the PPR divisions. Filed under Information Management Committee Records is some scattered correspondence concerning the Information Management and Technology Policy Committee (IMTPC) which was established to formulate Bank-wide IMT strategies.

Inventories and Status Reports of Major Policy Products and of Annual and Semi-Annual Reports, Policy and Review Department

This series contains Lotus 123 spreadsheet printouts that provide inventories of and status reports on major policy products and on annual and semi-annual reports which had Bank-wide operational/policy relevance. The reports serve as a quick reference to the policy products and reports that made their way to the Board each year; they were generated by the Strategic Planning and Review Department (SPR) through June 1990 and thereafter by the Policy Review Department (PRD). The entries on the reports for policy products cover all policy papers, best-practice papers, and information papers which were destined for the Board. The entries for annual and semi-annual reports cover all regular and non-regular reports that were destined for the Board. For each Bank complex, the products or reports are listed in the order of the Board meeting dates at which the item was discussed. Entries on the spreadsheets show for each item: the name and Bank unit of the staff member with prime responsibility for the item; an abbreviated title of the item; date of the policy brief that initiated the item (if applicable); dates when the item was discussed at various review meetings; and brief comments regarding the status of the item.

Post-Operations Committee Meeting Memoranda of the Review and Analysis Division, Policy and Review Department

This series contains memoranda prepared by staff in the Review and Analysis Division (PRDRA) of the Policy and Review Department and its predecessor, the Policy Analysis and Review Division (SPRPA) of the Strategic Planning and Review Department. The memoranda summarize discussions in meetings of the Operations Committee (OC) that were of interest to the Policy, Research and External Affairs (PRE) staff. The memoranda were written to the files and copies were sent to the Chief Economist and to the headsof other Policy, Research and External Affairs units. Most of the memoranda are post-meeting memos that summarize the OC's discussion on a particular topic, but scattered throughout the series are several pre-meeting briefing memoranda that analyze the document that is to be the topic of discussion at the next OC meeting. One such pre-meeting memorandum, dated April 11, 1990, was sent to Ajay Chhibber in preparation for his briefing for the Chief Economist.

Speech File of D.C. Rao, Director, International Economics Department (IEC)

This series primarily contains copies of the public speeches of D.C. Rao who became IEC's Director on May 1, 1990. The series also includes Rao's copies of two speeches President Conable gave in Mexico City on January 24, 1990 and in Warsaw, Poland on February 23, 1990; Rao's handwritten notes and copies of agenda from various meetings at which he spoke; background data provided Rao to help him prepare a briefing; and rough notes, outlines, talking points,and computer-generated slides for speeches he delivered.

Subject Files of the Director, International Economic Department (IECDR)

This series contains incoming and outgoing correspondence, reports, draft articles and papers, and other records maintained by the Directors of the International Economics Department. Most of the correspondence is with staff in the IEC divisions and with the Vice President and Chief Economist (DECVP). The files concern: external access to the IEC's Bank Economic and Social Database System (BESD); data management issues in IEC; the distribution and marketing plans for IEC products (filed under Dissemination Task Force Electronic Data including CD-Rom Project and External Dissemination of IEC Products); the Socio-Economic Data Division's (IECSE's) participation in the International Comparison Project (ICP); intra-IEC discussions on the rebasing of national accounts and on statistical capability building; the methodology for preparing trade data tables; and the 1990 and 1991 work program and budget of the Debt and International Finance Division (IECDI).

Specific documents include: IEC correspondence on drafting its September 1991 report on The Management of Commodity Price Risk and the Bank's Role; copies of computer-generated slides from the January 27, 1992 IEC Seminar on Information Management Opportunities; copies of background papers and IEC staff comments on papers prepared for Long-Term Prospects Paper, 1990; status reports and correspondence regarding the development of the Revised Minimum Standard Model - Extended (RMSM - X) in IECSE; a February 1993 draft research agenda for IECSE (filed under Unified Survey'); and IEC correspondence and comments on the World Development Indicators (WDI) production process.

Files Relating to the Development Policy Group's (DPG) Review of Proposals Discussed at Loan Committee Meetings

The Development Policy Group compiled these files while assisting the Vice President and Chief Economist (DECVP) in developing DEC's position on proposals discussed at Loan Committee meetings. Most of the files consist primarily of agenda and minutes of Loan Committee (LC) meetings at which adjustment loans and credits were reviewed, but the files for 1993 and 1994 also include agenda and minutes of the President's review meetings to discuss Country Strategy Papers (CSPs) and Country Strategy Notes (CSNs) and memoranda from DEC staff or from the Vice President and Chief Economist (DECVP) commenting on a CSP/CSN. The files for all years include memoranda from the Chief Economist to the chair of the Loan Committee stating DEC's position on a document to be discussed by the Committee; memoranda from Regional staff to the LC chair; intra-DEC memoranda regarding DEC's position on a proposed loan or credit, and minutes of Regional Loan Committee meetings.

Records Relating to Structural Adjustment Lending Maintained by Directors and Senior Advisers of the Development Policy Group (DPG) and to Other Organizations

This series was compiled successively by staff in units responsible for maintaining and reviewing adjustment operations: the Country Policy Department (Assistant Director Sidney Chernick and Vinod Dubey who served as Senior Adviser and later Director of CPD), the Economic Advisory Staff (Directors Vinod Dubey and Enzo Grilli), and the Development Policy Group (Enzo Grilli, Anandarup Ray, Satish Mannon). The records are divided roughly into three parts. The first part relates to the early development of the Structural Adjustment Loan (SAL) program, 1979 - 1984, and includes copies of SAL papers and reports presented to the Board and summaries of discussions from Executive Directors' meetings in which the reports and papers were discussed.

The second part is dated 1982 - 1994 and consists of the working files created in CPD, EAS, and DPG relating to adjustment lending. The files include status reports and progress reports on adjustment lending; correspondence relating to the development of guidelines for the processing of adjustment loans; evaluations of the adjustment lending program from the Operations Evaluation Department (OED); correspondence concerning implementation and assessment of adjustment lending; and comments on the various reports, papers, and evaluations of adjustment lending.

The files in part three contain publications relating to adjustment lending and adjustment lending studies and reports that were forwarded to the Executive Directors, 1980-1992. Included in the files are summaries of discussions from Executive Directors' meetings.

Subject File of the External Funding Coordinator, Program Management Unit, Policy and Review Department

These files were maintained by Zamarak Shalizi, in the office of the Program Management Unit (PRDPM), Policy and Review Department (PRD) which came under the Office of the Senior Vice President, Policy, Research and External Affairs (PRESV). Found in this series are: copies of completed Trust Fund project description forms (Trust Fund Summary of Characteristics) for agreements concluded in 1991. These forms include the title of the project, the donor and the beneficiary countries, the effective date andduration of the project, and the project's sector; copies of Initiating briefs for Trust Fund projects (1991); copies of documents describing cooperation between ESMAP [Energy Sector Management Assistance Program] and the Regions; and several ESMAP reports including that of a commission to review ESMAP in the 1990s. The series also includes minutes of meetings of the Funding Coordinators' Group (1990 - 1991) of which Shalizi was a member and some administrative correspondence. DECVP reported to PRESV.

Work Program and Budget Records for Fiscal Years, 1988-1992 Maintained in the Policy and Review Department

The earliest work program and budget records in this series are the FY 1988 mid-year review records for the Policy, Planning and Research Staff (PPR). PPR, created after the May 1987 Bank reorganization, brought together existing departments from different parts of the Bank (principally the Economics and Research Staff [ERS] and the Operations Staff [OPS]). budget files maintained by Richard Woodford, Program Coordinator, Office of the Senior Vice President, Policy, Planning and Research (SVPPR) and Ziaddin Choudhury, SVPPR contain copies of PPR organizations' FY 1988 mid-year review reports; the FY 1988 PPR mid-year review report submitted by SVPPR to the Planning and budget Department (PBD) of PPR; and PBD's memo of June 29, 1988 to President Conable giving preliminary findings of PBD's review of the Bank's planning and budgeting system. PBD had responsibility for budget analysis and monitoring of work program and budget performance for the entire Bank. DECVP reported to SVPPR.

Budget files maintained by Gregory Ingram, who joined the SVPPR staff as Principal Adviser, Policy and Research, along with the Woodford and Choudhury files contain: budget and work program guidelines, submissions, reports, and memos (FYs 1989-1992); FY 1989 and FY 1990 capital budget guidelines and requests from PPR organizations for office technology and other equipment; mid-year review submissions from PPR organizations for FYs 1989 and 1990 and retrospective review submissions and drafts for FY 1989; PBD's draft mid-year review report of the FY 1989 budget forwarded to the President's Council for review; documents assembled for the PPR FY 1989 work program review meetings with PBD; and the FY 1990 PPR budget plan (management contract) developed after the Bank's FY 1990 budget was approved by the Board.

After PPR became Policy, Research and External Affairs (PRE) in 1990 and the Policy and Review Department (PRD) was created in PRE, Ingram (PRDRA) and Woodford (PRDPM) had continued responsibilities for budget (management contract) and work program coordination for PRE. Their files and those of Zmarak Shalizi (PRDPM) and Ziaddin Choudhury (PRDPM) contain copies of PRE organizations' submissions for the FY 1991 work program and budget; FY 1991 mid-year review submissions from PRE organizations; and the PRE FY 1991 mid-year review report. There is a small amount of information concerning funding of special grant programs after FY 1991. DECVP reported to PRESV.

Reading File of the Research Advisory Staff (RAD)

The series consists of documents sent electronically within RAD, to other parts of DEC, and to other Bank organizations by the Research Administrator and other RAD staff concerning the Annual Bank Conference on Development Economics (ABCDE), The World Bank Economic Review, the annual report of the World Bank Research Program, the World Bank Visiting Research Fellows Program (VRFP), research and conference funding, the Working Papers series, and research and conference proposals.

Working File for the Trade Policy Development Project Maintained in the Development Research Group

In November 1999, the World Bank established a new program of international standards, technical regulations, and trade policy with the support of the United Kingdom's Department of International Development's (DFID) Trust Fund. The DFID umbrella Trust Fund project had eight sub-components or projects: WTO 2000 and WBI Core Course developed by the World Bank Institute; WTO Agriculture; Services Trade; Trade Support; International Standards Support; Trade Policy Data System; and Impact Modeling. This file appears to have been initially maintained by Anthony Venables (Manager for Trade, Development Research Group [DECRG]) who was designated Task Manager to administer this three-year Trust Fund project.

Found in the series are copies of electronic messages (e-mails) exchanged in 1998 between L. Alan Winters, then Trade Manager, DECRG with David Batt, Head of DFID about a DFID-World Bank collaboration on trade policy in advance of the next round of World Trade Organization (WTO) negotiations in order to increase understanding of the policy implications and economic impact of standards and regulations on world trade development. A copy of Winter's 21 December 1998 letter to Botts expressing the Bank's interest in a Trade Policy Development Project is in the file. Also in the file are copies of e-mails and notes concerning the preparation process for a Bank Initiating brief for a Trust Fund for the Trade Policy Development Project and a copy of the Initiating brief executed on 29 March 1999 that describes the objectives of the Trust Fund.

In the series are descriptions of each sub-component project approved by DFID for financing, program updates/progress reports, and other project related correspondence including Venable's correspondence with personnel designated as Bank contact points for the sub-projects and with DFID and a copy of a later 2001 facsimile message requesting payment from DFID for expenditures for the period 1 October 2000 to 30 September 2001.

Research Materials Relating to Public Sector Enterprises (PSEs) in India, Mexico, Chile, Ghana, Turkey, and the Philippines Compiled by the Finance and Private Sector Development Division

The research materials in this series were compiled by the staff of the Finance and Private Sector Development Division (PRDFP) of the Policy Research Department (PRD) and concern public sector enterprises (PSEs) in India, Mexico, Chile, Ghana, Turkey and the Philippines and government efforts to reform and/or privatize those enterprises. The materials have been heavily tabbed and annotated by the PRDFP staff, but this series does not contain any drafts of the resulting PRD studies. Included are annual PSE audit reports; copies of performance contracts (also called Memoranda of Understanding) between a government and a PSE; government-issued data, surveys, and reports regarding PSEs; copies of World Bank documents (staff appraisal reports, completion reports) relating to loans or credits affecting PSEs; World Bank studies of PSEs and privatization efforts; academic articles; news clippings; book chapters; transcripts of lectures; and IMF documents and reports.

International Economics Department (IEC) FY 1992-FY 1994 Budget and Work Program Proposals

This series contains memoranda regarding their work programs and budgets from the IEC division directors to Director D.C.Rao; copies of memoranda that Rao sent the Chief Economist outlining the proposed IEC budgets and work programs; and copies of memoranda from the Chief Economist and his staff outlining the guidelines for the annual budgets.

Memoranda of the Directors, International Economics Department (IEC) Regarding the Planning Assumptions Committee (PAC) Baseline Numbers

This series contains memoranda sent and received by Directors of the International Economics Department (IECDR) regarding the Planning Assumptions Committee (PAC) and the process of revising PAC Baseline Numbers. The Planning Assumptions Committee met twice a year, in the spring and the fall, to review and validate Bank-wide planning assumptions about international prices (particularly of manufactures), interest rates, and related global indicators. These assumptions became the PAC Baseline Numbers that were used in various Bank projections, e.g. in setting price and interest rate guidelines for Bank project work. IEC served as the secretariat to the PAC; the Chief Economist was chair. The memoranda in this series concern ways to improve the PAC process and the methods used to develop the baseline indicators and plans to develop a downside scenario as an alternative to the Baseline Numbers for 1990.

Records of the 1992 Tokyo Trip of D.C. Rao, Director, International Economics Department (IEC)

This series consists of the records that D.C. Rao, Director of the International Economics Department (IECDR), compiled from his trip to Tokyo, April 1 - 10, 1992, to attend the annual seminar on world debt arranged by the Japan Center for International Finance (JCIF). Included are: a copy of Rao's April 14, 1992 Back-to-Office Report sent to Chief Economist Lawrence Summers; a copy of the opening statement Rao delivered at the seminar; and briefing papers Bank staff provided him and Masood Ahmed, who accompanied Rao to Japan, prior to their departure.

Reading File of Michael Lav, Economic Adviser, Development Policy Group (DPG) and Bank Liaison to the Paris Club and the Berne Union

The series consists of documents sent electronically by Michael Lav within DEC and to other parts of the Bank; a few documents were sent by other DPG staff and a staff member of PRDTP [Trade Policy Division, Policy Research Department]. The documents relate to Lav's responsibilities as Bank Liaison Officer to the Paris Club and to the Berne Union. Several of the e-mails concern transition arrangements for his successor, Ronald P. Brigish, as Bank Liaison Officer to the Paris Club as well as transition arrangements for the Bank Liaison Officer to the Berne Union. Organizational responsibilities for both were shifted to the International Economics Department (IEC) on November 22, 1993. Several of Lav's documents concern preparations for Paris Club and Berne Union meetings in 1993, papers and statistical information being prepared in the Bank for Paris Club meetings, and arrangements for a 30 November 1993 - 1 December 1993 visit to the Bank of a Berne Union President's Group representing some of the major export credit and investment agencies.

The series also includes documents concerning debt swaps and containing comments on Initiating Memoranda (IMs) for an adjustment operation, an adjustment loan, and a Sri Lanka project, and Country Assistance Strategy (CAS) papers. A November 19, 1993 document from a staff member from the Information, Technology and Facilities Department (ITF) to the Director of the Planning and budget Department (PBDDR) reports on the status of the renovation of the Edward R. Murrow Park (Reservation 30) in front of the World Bank Main Complex.

Files Maintained by Fred D. Levy, Senior Adviser, Economic Advisory Staff on the Berne Union

These files were maintained by Fred D. Levy, Senior Adviser, Economic Advisory Staff (EAS) while representing the Bank as an observer to the Berne Union and coordinating meetings of Berne Union representatives at the Bank. The International Union of Credit and Investment Insurers (Berne Union) was formed in 1934 with members from France, Italy, Spain the United Kingdom. By 1988 the number of members had increased to over 30. Its purpose was to foster international acceptance of sound principles of export credit insurance; to establish and maintain discipline in terms of credit for international trade; to maintain sound principles of foreign investment insurance; to encourage a favorable investment climate; and to exchange information, assistance, expertise, and advice in relation to the commercial and political risks associated with export credit and investment insurance.

  • At the beginning of the series are memoranda, telex messages, draft and final schedules of country reviews, and Levy's detailed handwritten notes taken at meetings between the Bank and representatives of the Berne Union [International Union of Credit and Investment Insurers] visiting with the Bank and the IMF, respectively, on November 2 and 3, 1987. These are followed by files containing Levy's reports to Moeen Quereshi, Senior Vice President, Operations of Berne Union Annual General Meetings and meetings of the Berne Union Export Credit Insurance Committee and Investment Insurance Committee from 1988 to 1990 at which he represented the Bank as an observer. The extensive reports cover discussions of countries under review at those meetings and are filed with Levy's handwritten notes taken during the meetings.

The files containing Levy's 1988-1990 Berne Union meeting reports also include draft and printed meeting agendas and lists of participants, copies of papers discussed at the meetings, and copies of formal meeting minutes provided by the Berne Union Secretariat. A file titled Berne Union Meeting briefing book contains handwritten notes arranged by country that appear to have been prepared by Levy in 1989 during briefings given by Regional Office staff. The name of the staff member giving the country briefing and the date are usually included in the notes. Printed statistical information, Country briefs, and correspondence are included for some countries.

Also part of the series is a Back-to-Office Report prepared for the files by Vinod Dubey, Director, EAS of a meeting of the Export Credit Group of OECD [Organization for Economic Cooperation and Development] in Paris on June 13, 1989 at which he participated in a discussion of Export Credit cover for countries with payment difficulties. Copies of meeting papers and a list of meeting participants accompany the report. A copy of the report to the Director, EAS, of the 1987 Annual General Meeting of Berne Union prepared by Jeffrey Katz, Resource Mobilization Department (FRM), who represented the Bank as an observer, is also in the series.

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.

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.

Research Project Files Maintained by the Research Administrator

The records in this series are the official project files maintained by the office of the Research Administrator and predecessor units for research projects funded wholly or in part from the Research Support Budget (RSB). Research proposals were received from the Regions, Sectors, and from DEC or earlier Economics and Research Staff (ERS) units. Research proposals dealt with development policy and planning, finance and trade, capital markets, rural development, industry, infrastructure, poverty and socialwelfare, labor markets, education, environmentally sustainable development including environmental economics, energy, agriculture and natural resources, private sector development, regional development, and population.

The series is arranged in five parts, the first four of which cover overlapping time periods from 1981 to 2000. The fifth segment consists of a single research project file for the 1995-1997 period maintained by a project manager. The bulk of the files in this series include: a project proposal; memoranda to project proposal reviewers for projects that exceeded the cost ceiling for approval by the Research Administrator, reviewers' evaluations of the project proposal; the project manager's response to the reviewers' evaluations; Research Advisory Staff (RAD) memoranda to members of the REPAC [Research Projects Approval Committee] or the Research Committee (RC) subcommittee selected to review the proposal; comments from subcommittee members; the project manager's response to the subcommittee's comments; minutes of the REPAC or RC meeting at which the proposal was discussed; intra-RAD memoranda discussing the project; RAD's memorandum to the project manager conveying approval and funding of the project; Back-to-Office Reports (BTOs) from missions connected to the project; correspondence between the project supervisor and the Research Administrator that may include requests for an extension of the project completion date or for additional funds; budget tracking reports; a project completion report on a standardized form; and copies of the publications and papers that constituted the output from the project. Not all of the files contain completion reports. Some files include status reports and comments on the proposal from Regional organizations.

Among the earlier files in the series are four files for research projects associated with the Living Standards Measurement Study (LSMS) (RPO file nos. 673-22, 673-38, 674-17, and 674-19). Some of the files in the series that predate 1990 relate not tospecific research projects but to administrative matters relating to research: authorizations for the transfer of funds from the RSB (RPO 671-99); costs for the World Bank Economic Review (RPO 673-570), the Research Observer (RPO 673-61), and the World Bank Research News (RPO 673-71); RAD costs for the First Annual World Bank Conference on Development Economics (RPO 674-82); and routine authorizations for the transfer of funds from the RSB for consultants, project proposal reviewers, etc. (RPO 671-99). The Research Policy Council (RPC) approved funding for the three previously mentioned publications.

Beginning in 1991; the records within each project file were divided into five categories, each with a separate tab: proposal; reviews; correspondence; budget; and completion. Filed under the proposal tab is the formal project proposal sent to RAD and correspondence between the RAD staff and the project manager. Under the review tab are RAD's correspondences with referees who agreed to comment on the proposal, the referees' comments, and the project manager's responses to RAD regarding issued raised by the referees. The items under the 'correspondence tab include a wide range of records: intra-RAD memoranda regarding a project proposal; reports from the Research Committee subcommittee that reviewed the project proposal; notices that the project manager and/or the managing unit had changed; replies from the manager to specific questions from RAD staff; requests for deadline extensions; BTOs from missions connected to the project; copies of book reviews of publications resulting from a research project; and handwritten notes of RAD staff. Correspondence under the budget tab generally includes a copy of the RAD memorandum to the project manager indicating the proposal had been approved and explaining how the budget should be managed. In addition, there may be requests from the project manager for additional funds or for an extension of the completion date, and a copy of RAD's instructions as to how to handleproject funds remaining at the end of the fiscal year. Not all of the files for 1991 and later contain a project completion report under the completion tab. Some files contain copies of publications resulting from the research output or a RAD memorandum requesting an overdue project completion report under this tab. A small number of the project files created after 1991 are for funding conferences and workshops, expenses connected with the Bank's Visiting Research Fellows program, and the production of avideo of the slide presentation used as the keynote to a conference. The file for Symposium/Workshop on Accelerating Native Forest Regeneration on Degraded Tropical Lands (RPO 677-67) contains only the materials distributed to workshop attendees and a note indicating that no file for the project could be found.

Project Manager John Nash's file (fifth part of series) for the research project Regulating Technology Transfer: Impact on Technical Change, Productivity and Incomes covers the years 1995-1997 andincludes a request for RSB funding for the project; a response to the review of the research project; expense/budget reports for the project; Terms of Reference for missions connected to the project; a copy of a consultants BTO report for December 1995 visits to Malawi, Zimbabwe, Kenya, and Ghana in connection with project; and Nash's correspondence with consultants associated with the project. The official file for this research project is also in this series.

Project evaluation reports are not in the files in this series, but, in most cases, the project completion report, when present in the file, has been annotated to indicate that the evaluation was completed.

Records of the Social and Economic Statistics Committee (SESC)

The Bank-wide Social and Economic Statistics Committee (SESC) was established in 1987 and was responsible for advising the Senior Vice President, Policy, Planning and Research (SVPPR) on policies of the Bank's social and economic statistical services. It served as a Bank-wide forum for ensuring that the interests of the Bank's socio-economic data collectors, managers, and users were adequately considered. The Committee met at roughly quarterly intervals; the Chief Economist (DECVP) was chair and Ramesh Chander, Statistical Adviser (DECVP), was ex-officio Secretary.

This series contains a small collection of SESC records that D.C. Rao maintained while he was Director of the Risk Management and Financial Policy Department (FRS) and a member of SESC. This set of the Committee's records includes lists of members; Terms of Reference; minutes of the first meeting held on September 8, 1987; an August 11, 1988 note from Stanley Fischer summarizing the major issues regarding the Bank Economic and Social Database (BESD) prior to a discussion of BESD at a SESC meeting; and a copy of the 1987 questionnaire for Short Term, Long Term and Credit Worthiness Surveys.

While Rao was neither the Chair nor the Secretary for this Committee, there are no known records related to the SESC found in the custody of the World Bank Group Archives. Therefore, this set of records is retained permanently.

Stanley Fischer's Chronological File of Correspondence with Bank Staff (Internal Chronological Files)

The correspondence in this series documents Stanley Fischer's wide range of responsibilities as DECVP. Fischer did not officially assume the duties of DECVP until January 1988 and much of the correspondence in the series prior to that time concerns organization of the VPDEC Front Office, personnel matters, and scheduling of meetings. A significant amount of his correspondence is from the directors and division chiefs of the International Economics Department (IEC), the Country Economics Department (CEC), the Economic Development Institute (EDI), and his Front Office staff. Incoming communications are found with some of Fischer's outgoing memoranda, letters, e-mail, handwritten notes, and other communications. Copies of policy briefs and outlines for studies and papers, policy papers, and research papers on the debt crisis, structural and sectoral adjustment lending, trade policy, environmental issues, and other international economic issues were forwarded from the divisions and the Front Office for Fischer's review and/or further action. Structuring of work programs, proposals for the annual World Development Report (WDR) and drafts of the WDR, World Debt Tables, and proposals for EDI training are also subjects of Fischer's correspondence.

As Chief Economist, Fischer served as principal economic adviser to President Barber Conable (EXC) and to W. David Hopper, Senior Vice President, Policy, Planning and Research [PPRSV] and Hopper's successor, Wilfried P. Thalwitz, Senior Vice President, Policy, Research and External Affairs [PPRSV]. Fischer's memos, informal notes, and other communications with PPRSV are found throughout the series. Memos and informal notes sent in his role as Chief Economist to Moeen A Qureshi, Senior Vice President, Operations (OPNSV) and Ernest Stern, Senior Vice President, Finance (FNSV) concern matters coming before the Operations Committee.

Found with correspondence for 1988 are Fischer's briefing papers for Conable for a June 1988 meeting at the Bank with the Director-General, GATT, Arthur Dunkel and for an August 1988 meeting with Julius Katz, Chairman of the Uruguay Round Negotiating Group on the Functioning of the GATT System (FOGS); Fischer's background paper containing information for an October 1988 meeting between Conable and Romano Prodi, President of the Instituto per la Ricostruzione Industriale (IRI); memos prepared for Conable on the debt problem (May 1988) and Argentine loans (August 1988); and talking points for Conable's May 1988 speech at the brookings Institution.Among the 1989 correspondence are talking points Fischer prepared for a Conable-Camdessus luncheon meeting on proposals to improve collaboration between the Bank and IMF; a policy brief prepared for Conable on Experience in Trade Reform (April 1989); an informal memo on the Brady Plan debt strategy (April 1989); a draft memo to Conable on World Bank Intellectual Leadership (September 1989); and a formal proposal to Conable regarding establishment of a Socialist Economy Reform Unit within CEC (October 1989)which was approved the following month. Among the 1990 correspondence are several memos containing talking points for Conable-Camdessus luncheon meetings.

Fischer also corresponded with OPNSV regarding the classification of economists. Found throughout the series are Fischer's memos announcing meetings of the Economists Review Panel which he chaired, announcing actions taken by the panels, addressing appeals to the panels' actions, and inviting Bank staff to fill panel vacancies. The series also contains Fischer's correspondence as Chairman of the EDI Advisory Board and the Research Committee and his correspondence with the Research Administrator (RAD). Some Fischer correspondence with the Vice President, Sector Policy and Research [PREVP], Visvanathan Rajagopalan, is also part of the series.

Back-to-Office (BTO) Reports prepared by Fischer following trips to Argentina, Germany, Switzerland (Geneva), and China in 1988, to Kenya, Nigeria, Senegal, Tanzania, Yugoslavia, and Poland in 1989, and Japan, Israel, India, Poland, and London in 1990 are in the series. Also part of the series are copies of speeches, Il Messagero articles, and other papers Fischer prepared that were sent to DEC managers who provided him input. Correspondence with other Bank officials and papers forwarded to him for comment from other Bank offices and some outside economists are part of the series. Routine correspondence concerning administrative and personnel matters are scattered throughout the series. Fischer's last official day as DECVP was August 31, 1990 but the series includes correspondence for September - December 1990 during which time Fischer made brief visits to the Bank from the Massachusetts Institute of Technology (M.I.T.) and served as a consultant to the joint Bank/IMF study of the Soviet economy.

Background Materials Compiled by the Public Sector Management and Private Sector Development Division (CECPS), Country Economics Department (CEC) for Privatization: The Lessons of Expereince

These files contain the background materials compiled for use in a study carried out by Sunita Kikeri, John Nellis, Mary Shirley, and other staff from the Public Sector Management and Private Sector Development Division (CECPS) of the Country Economics Department. Their study, published by the World Bank in August 1992 as Privatization: The Lessons of Experience reviewed the experiences of both developing and industrialized countries with state-owned enterprises (SOEs) and the privatization of those enterprises. The background materials in this series cover issues relating to state-owned enterprises and Bank-supported efforts to privatize such enterprises; public enterprise sector reform projects; structural adjustment programs; enterprise development projects; economic management capacity building projects; divestiture design studies; export development projects; and technical assistance for economic reforms. Most of the materials are Bank Group documents: Staff Appraisal Reports, Memoranda of the President, Initiating Memoranda, and minutes of meetings of the Operations Committee regarding proposed loans and credits; published reports and studies; published EDI [Economic Development Institute] and PRE [Policy, Research and External Affairs Complex] working papers; Back-to-Office Reports from supervision, economic, or technical assistance preparation missions; Country Economic Memoranda (CEM); copies of Intra-Bank correspondence; and World Bank daily news summaries. Non-Bank materials include news articles;copies of book chapters; academic conference papers and lectures; reports published by governments of client countries; IMF newsletters; and annual reports of state-owned utility companies, airlines, and telecom enterprises.

Project Files for the UNDP/World Bank Trade Expansion Programme (TEP) Maintained by the Chief, International Trade Division (IECIT)

This series contains the project files for Phase I, 1987-1991 (Project INT/86/033/A/01/42) and part of Phase II, 1991 - 1994 (Project INT/90/036/A/0142) of the joint UNDP/World Bank Trade Expansion Programme (TEP) to provide technical and policy advice to countries that intended to reform their trade regimes. These files were maintained successively by the Trade and Adjustment Policy Division (CPDTA) of the Country Policy Department, the Trade Policy Division (CECTP) of the Country Economics Department, the Trade Policy Division (PRDTP) of the Policy Research Department, and the International Trade Division (IECIT) of the International Economics Department. Jaime de Melo (CECTP) was the original project co-director with Thomas Cox (and later Timothy S. Rothermel) of the Division for Global and Interegional Projects, UNDP. Most of the files concern Phase I of the project and include copies of the formal signed Project Documents for Phase I and Phase II; CECTP staff (Jaime de Melo, Maria Lozos, Vinod Thomas, Oli Havrylshyn, and John Nash) correspondence with Cox, Regional Bank staff, project consultants, and officials in the countries involved in the project; Terms of Reference for project consultants; Back-to-Office reports from CECTP staff and consultants who completed missions in connection with the project; and a copy of the brochure for the project. Documents spanning both Phase I and Phase II include: copies of the 11 Occasional Papers about trade expansion issues written in conjunction with the project; copies of Country Reports chronicling the TEP experience in 16 countries; and summary Country Reports for Morocco, Poland, and Uruguay.

International Economics Department (IEC) Secretariat Records of the Planning Assumptions Committee MAintained in the International Economic Analysis and Prospects Division (IECAP)

This series contains copies of PAC Memoranda, summaries of meetings, and other records of the Planning Assumptions Committee (PAC) and related records of the Economic Analysis and Projections Department (EPD) and later of the International Economic Analysis and Prospects Division (IECAP), the two units that maintained these records.

Originally formed in the early 1970s as the Deflator Committee, the Committee approved the deflator projections to be used in Bank financial planning and in project appraisals. Late in 1980, the name was changed to Planning Assumptions Committee, and its role was broadened to cover a wide range of key indicators of change in the global environment. By establishing common planning assumptions about the world economy, the Committee ensured that the various parts of the Bank used the same projections for economic and sector work, project analysis, financial and budget analysis, and the World Development Report. The Global Analysis Division (EPDGL) of EPD and later the International Economic Analysis and Prospects Division (IECAP) of IEC prepared the background analysis and projections for PAC. This series includes memoranda from those two units transmitting projections data to the PAC chairman. That data was incorporated into the PAC Memoranda which were issued twice a year, in the spring and the fall, to units throughout the Bank. By the late 1980s, these memoranda were issued directly by IECAP, through the Director of the International Economics Department (IECDR) as PlanningAssumptions for Major Macroeconomic Indicators and Financial Indicators. In addition to the official PAC memoranda, there are intra EPD and IEC memoranda documenting the process of compiling the planning data.

Research File of Bela Balassa

Most of the correspondence in this series covers the period when Balassa reported both to the Vice President, Development Policy Staff (VPD, later Vice President, Economics and Research [VPERS)] and to the Director of the Development Research Center (DRC), and, after the 1987 Reorganization, the Vice President, Development Economics and Chief Economist (DECVP). He also served during this period as Chairman of the Development Policy Staff Trade Advisory Committee. The files are loosely organized around Balassa's projects while serving as consultant to the Bank during this period.

Included are Balassa's completion reports for some of the projects he personally carried out, his comments on proposals and research projects conducted by others in the Bank, and correspondence with the Research Projects Approval Committee (REPAC) and the head of the Research Administration Unit in VPERS. Some files contain background materials, including statistical data, used in Balassa's research. Specific documents include: Terms of Reference (TOR) for a May-June 1983 mission to Tunisia led by Balassa that constituted the first phase of a study on employment creation; his TOR and Back-to-Office (BTO) Report for a January 1985 Industrial Policy Mission he led to Tunisia; and his report on his coordination of a Latin American development strategy study (introduced by David Rockefeller) while on leave from Johns Hopkins University. Correspondence, including a BTO Report, for a mission to Venezuela Balassa led from January to October 1987 to hold discussions with the Venezuelan government on the economy and possible resumption of Bank lending is also part of the series.

Also included in the series are copies of talking points and papers Belassa prepared at the request of high-level Bank officials and correspondence with DECVP. Belassa's handwritten notes and drafts can be found throughout the series.

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.

Background Materials, Memoranda, and Drafts of Research Papers

This series contains background materials, intra-Bank memoranda, and drafts of research papers primarily of staff from two Economic Analysis and Projections Department (EPD) units: the International Trade and Capital Flows Division (EPDIT) and the Global Analysis and Projections Division (EPDGL). The records are divided into two parts. The first and more voluminous part (2.33 linear feet) consists of EPD files dated 1977 to 1984 and containing rough working files for research papers. In addition to rough drafts of papers, these files contain intra-Bank memoranda containing comments on drafts or concerning EPD computer usage, analysis of data compiled by EPD staff, and other issues relating to research. The second part of the series contains drafts of research papers dated 1979 - 1990 and generated primarily by EPDIT and EPDGL staff, but there are also four papers written by staff from the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department and threepapers authored by economists from: the School of International Service at American University; Seoul University; and Sidney Sussex College, University of Cambridge. Some of the research papers in this series were issued as Division Working Papers which reported on research work in progress and were circulated only for Bank staff use to stimulate discussion and comment. Others were prepared for presentation at a conference or for publication by the World Bank or in a professional journal.

Records of the Economics and Research Staff, Departments, and Divisions

The files in this series contain correspondence, reports, and publications documenting the economic analysis and research work of the Economics and Research Staff (ERS) and the two ERS departments: the Economic Analysis and Projections Department (EPD) and the Development Research Department (DRD). Most of the correspondence was sent or received by the Director of EPD and by staff in the EPD divisions, but there is some correspondence of the Vice President of ERS and of the DRD staff. The correspondence concerns commodity price forecasts, economic and social data generated by ERS, international trade, external debt of developing nations, and comments on drafts of the World Development Report (WDR) and on background papers prepared for the WDR. Specific documents and publications include: Back-to-Office Reports from ERS staff attending conferences or undertaking missions to analyze a specific industry; copies of the commodity handbooks issued by the Commodities and Export Projections Division (EPDCE); quarterly reviews of commodity markets; publications on commodities from the Commodity Studies and Projections Division (EPDCS); copies of the 1984 - 1986 annual reports on the World Bank Research Program; the EPD's User's Guide on World Bank Trade Data System issued in October 1985; and a June 1984 draft of the Pfeffermann Committee's Report on Economy-Wide Modelling in the Bank.

Files Relating to ERS Reviews of Documents Disscussed in Meetings of the Loan Committee, the Operations Policy Subcommittee, and the Operations Policy Committee

This series contains five sets of files that the Economics and Research Staff (ERS) compiled while reviewing proposals and developing the ERS position on proposals (for loans, credits, Country Policy Papers, Country Strategy Papers, and Policy Framework Papers) that were considered primarily by the Loan Committee but also by the Operations Policy Subcommittee (OPSC) and, beginning in September 1986, by the Operations Policy Committee (OPC).

  1. The bulk of the series (1.5 linear feet) contains country files, dated 1985 to 1987 and arranged alphabetically by client country and thereunder chronologically. The file for a particular country contains, at a minimum, the agenda and/or minutes of the committee meeting at which a proposal was discussed. The minutes include a summary of the proposal but not the complete text. Other documents in a typical file include intra-ERS memoranda analyzing a proposal and containing recommendations regarding the position ERS should support; a briefing note summarizing the ERS position; an ERS staff member's report on the meeting, providing information to supplement the official minutes; memoranda from the ERS staff to Regional or sector staff clarifying the position ERS took on the proposal in the committee meeting; other correspondence between ERS and Regional staff; and some Back-to-Office Reports from ERS staff who took part in negotiations with the client country. Filed under Rwanda/SAVEMS is a small collection of statistical tables (titled Selected Analytical Variables for Economists and Managers), 1985 - 1987, arranged by client country that the Country Analysis and Projections Division (EPDCO) of ERS generated on 28 countries.

Filed at the end of the series are four small collections of files. Many of the items in these files are duplicated the country files.

  1. A set of files concerning Country Policy Papers (CPPs), arranged alphabetically by client country and dated February 1984 - January 1987. For Bolivia and Jamaica, the files refer to Divisional Country Briefs (DCBs) rather than CPPs. The file for a particular country typically includes an agenda for the Operations Policy Subcommittee (OPSC) or Operations Policy Committee (OPC) with comments on major policy issues in the CPP that were identified by the Country Policy Department (CPD) and the Planning and Budget Department (PBD); a Postscript of the OPSC or OPC meeting at which the CPP was discussed; and a memorandum forwarding the CPP to the Managing Committee of which the Vice President of ERS was a member. In most cases, the complete CPP is not in the file, but most files do include intra-office memoranda and briefing notes from ERS staff.

  2. A set of minutes of the Operations Policy Subcommittee and, beginning in November 1986, of the Operations Policy Committee, arranged chronologically and dated September 1986 - April 1987. The meetings were held to discuss Policy Framework Papers (PFPs) and most are Structural Adjustment Facility PFPs. Attached to the minutes are summaries of the PFP provided by the Director of the Country Policy Division, but complete PFPs are not found in the files.

  3. Agenda and Minutes of Loan Committee meetings arranged by Region and dated September 1984 - May 1987. Included with the agenda are summaries of the proposed loan or credit provided by the Director of the Country Policy Department.

  4. Agenda and Minutes of Loan Committee meetings and Operations Policy Committee meetings, arranged alphabetically by country and dated April 1985 - April 1987. The OPC meetings dealt with Structural Adjustment Facility Policy Framework Papers, Country Policy Papers, and Divisional Country Briefs. This file also includes briefing notes stating the ERS position on a proposal and post-meeting notes from ERS staff supplementing the official minutes.

Files Regarding the Publication and Dissemination of Research Products

The files in this series contain correspondence, reports, and other records establishing policies and procedures for the publication and dissemination of World Bank research products. The files were maintained successively by the Development Policy Staff (DPS), the Economics and Research Staff (ERS: primarily by Research Administrator Deepak Lal and Policy Advisor Dennis N. de Tray), and finally by Research Administrator de Tray in the Policy, Planning, and Research Staff.

Subjects covered include: the establishment and funding of the Bank Research Documentation Center (BRDC) as the primary depository of research documentation on projects funded by the World Bank Research Program, 1980 - 1984; the selection of topics for the next several editions of the World Development Report, 1985 - 1988; the costs of producing the Bank's main periodicals on research, 1986; and general discussions of the types of publications best suited for the dissemination of information about the research program. Specific documentsin the files include: copies of key documents (Terms of Reference; agenda and minutes of meetings), 1985 - 1987, for the Comparative Studies Coordination Committee and its successor, the Research Coordination Committee; the July 1984 draft of the report of the Committee on Economy-wide Modeling in the Bank (filed under Model Review Committee); a copy of Bela Balassa's August 1987 Report on World Bank Research and the voluminous comments from Bank staff on that report (filed under Review of Bank's ResearchProgram); briefing papers used in an ERS presentation by ERSVP Anne Kruger to the Executive Directors, December 1986; correspondence and intra-DPS and ERS memoranda outlining policies concerning the publication of products of the Bank's staff (filed under Publication Policies); and a copy of the October 1984 preliminary report of the Subcommittee of BRAG [Bank Research Advisory Group] on dissemination of the Bank's research output (filed under Research Dissemination).

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

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.

Subject Files of the Research Advisers

This series contains the subject files of Research Advisers Ernest Stern (originally titled Senior Adviser) and, beginning in April 1974, Benjamin B. King. After King left the position in March 1977, Ian M.D. Little and Bela Belassa served as acting Research Adviser until the appointment of Shankar Acharya in July 1979. The files include the advisers' correspondence with President McNamara, the Vice President of Development Policy, the directors and staff of the Development Policy departments, members ofthe Research Committee, and non-Bank research professionals. This series also includes some correspondence of the Research Committee secretary. A file on the early administration of the World Bank's research program, 1971 - 1974, includes a history and description of the research program, outlines of research priorities, and memoranda on the policy of long-term consultant appointments funded from the External Research Budget.

Other files contain: tables and correspondence regarding the research budget and the funding of specific projects, July 1971-June 1973; correspondence on rejected proposals, October 1971 - May 1974, including comments on the project proposals and memoranda explaining why specific research proposals were rejected; agenda (May 1971 - June 1979) and minutes ( April 1971 - October 1974; January 1975 - March 1979) of Research Committee meetings; minutes of Review Panel meetings, 1972 - 1978; correspondence regarding the size and membership of the Research Committee, 1971 - 1979; correspondence regarding research proposals (instructions and deadlines for submitting proposals, memoranda conveying the decisions of the Research Committee, lists of proposals each department planned to submit in the coming fiscal year), 1972 - 1974; comments on drafts of the annual report to the Executive Directors on the research program and memoranda summarizing the response of the Directors to the report, 1973 - 1974; correspondence regarding the evaluation of urban development projects and the financing of these evaluations, 1972 - 1975; correspondence with non-Bank personnel, 1971 - 1974 (filed under Outside Correspondence); excerpts from Research Committee minutes and memoranda on funding the sector research program, 1973 - 1977; and information regarding the Development Policy staff's participation and attendance at the International Meetings of the Directors of Development Research and Training Institutes, OECD [Organization for Economic Co-operation and Development] in Belgrade, Yugoslavia, August 1972, and in Abidjan, Ivory Coast, August 1974.

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

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.

Reading File of The World Development Report (WDR) Team

The series consists of documents sent electronically within the WDR team, to other parts of DEC, and to other Bank organizations. The WDR team reported directly to DECVP and had primary responsibility for the Bank assessment of the state of the global economy found in the annual WDR and for selecting an aspect of development to be analyzed in depth for the annual report. The documents in this series reflect the process of information gathering, analysis, and review involved in the preparation of the annual WDR, including briefing of the Bank President. Also documented is the collaboration that took place with other Bank organizations for information and data needed for the report as well as consultation with outside groups including NGOs. Summaries of meetings at which the WDR was discussed are in the series. Michael Bruno was DECVP for most of the period covered by these records.

Subject Files of the Director, Policy and Review Department (PRDDR)

This series contains both the incoming and outgoing correspondence of the Director, Policy and Review Department (PRDDR) and his immediate staff. Much of the incoming correspondence is heavily hand annotated by Director Paul Isenman with his reply and/or his comments regarding the disposition of the incoming document. The files also contain agenda and minutes of meetings; drafts of reports, papers, and publications; and Isenman's handwritten notes from meetings. The series consists of the following four parts:

  1. The first and largest (8.83 linear feet) segment is the main subject file, January 1990 - November 1991. It consists largely of files on draft policy papers that the PRD staff reviewed. These files contain Isenman's copies of the correspondence, comments, and minutes of meetings relating to the policy paper throughout the drafting process. Policy subjects covered include: forestry, governance, guarantees (i.e. expanding Bank guarantee instruments for private sector development), human development, military expenditure, poverty, the Soviet economy, technical assistance for the Soviet Union, and policy guidelines on tobacco. Also included are files regarding the review of the Report of the Technical Assistance Review Task Force (TARTF); files documenting the development of Business plans for units in PRE [Policy, Research and External Affairs]; and memoranda and other correspondence, dated January - October 1990, on the transition to establish PRD from the Strategic Planning and Review Department (filed under New Department). Filed under President's Council are agenda and minutes of meetings of the President's Council (PC) along with PRD staff comments on documents that were to be discussed at the meetings.
  • The second segment, Isenman's working file, 1989 - 1991, contains many documents that Isenman annotated as working file or file W. Most of the files relate to subjects that were of short-term interest to PRD, but filed under Policy Research and External Affairs (PRE) Committee are schedules for PRE meetings and minutes and agenda for meetings of the PRE Committee on which Isenman served. Some items filed under lunches and people are dated as early as 1989 when Isenman was director of the Africa-South Central and Indian Ocean Department (AF3).

  • The third segment, January 1990 - August 1991, contains PRD's correspondence with and notes from meetings with PRE managers and the staff in PRD's Program Management Unit (PRDPM) concerning the drafting and monitoring of budgets and work programs for all PRE units. Also included are files on the FY 91 retrospective reviews for PRE units and the FY 92 PRE management contract.

  • The final segment appears to be another working file pulled together as PRD was being abolished. It contains a number of files pulled from the first segment, but the bulk of it consists of thick accordion files in which Isenman filed background materials on topics of current interest or in preparation for attendance at a meeting on the topic. Many include Isenman's handwrittennotes from meetings.

Fact Sheet, Press Release, and Other Materials Concerning the Publication of the 1996 World Debt Table Maintained by the Debt and International Finance Division (IECDF)

This series documents media coverage of the March 1996 release of the sixteenth edition of the World Debt Tables. Included are: copies of the Bank's press release and fact sheet; a transcript of remarks Michael Bruno, Chief Economist, Nawal Kamel, Chief of the Debt and International Finance Division (IECDF), and Masood Ahmed, Director of the International Economics Department, delivered at the National Press Club on March 11; copies of news clippings; and a list of questions and answers relating to the report.

Evaluation Report for SMART (Software for Market Access and Restriction to Trade) Maintained by the Chief, International Trade Division (IECIT)

This series contains a draft and the final version of the report of the joint Bank/United Nations Conference on Trade and Development (UNCTAD) project to evaluate: the development of the SMART [Software for Market Access and Restrictions to Trade] system, the dissemination activities for SMART, and the use that developing countries had made of SMART. These copies of the report were maintained by the Chief of the International Trade Division (IECIT) of the International Economics Department whose staff worked on the project. SMART was a software system to analyze trade, tariffs, and NTBs (nontariff barriers) in OECD [Organization of Economic Cooperation and Development] markets.

International Economic Analysis and Prospects Division (IECAP) Files Relating to the Long Term Surveys of Country Ecoinomics and to the Short-Term Outlook

The Long Term Surveys of Country Economists and Short-Term Outlook were products of the Global Analysis and Prospects Division (EPDGL) under the Economics and Research Staff and its successor, the International Economic Analysis and Prospects Division (IECAP). The Long Term Survey, which was prepared once a year, contained ten-year GDP projections for developing countries and provided key data for the World Development Report. Short-Term Outlook was prepared twice a year for the Executive Board.

Included for the Long Term Surveys are: the results of the second and fourth (1985 and 1987) Surveys and the Guidelines for the second and third (1985 and 1986) Surveys. The Guidelines were sent to Regional Senior Economists and Country Economists and included the Planning Assumptions Committee's projections for the global macroeconomic and financial indicators used in the survey.

The records relating to the Short Term Outlook (STO) include: a January 24, 1989 Statement by the Staff on the Short-Term Outlook which appears to been presented to the Board of Executive Directors; a copy of Stanley Fischer's March 1, 1990 statement to the Board; a summary by Arman M. J. Van Nimmen (EDINU) of the March 1, 1990 Board meeting which was devoted entirely to a discussion of the STO; and a copy of Stanley Fischer's August 2, 1990 introductory statement to the Board regarding the summer STO.

Back-to-Office Reports from Bank Liaison Officers to the Paris Club

These reports were prepared by Bank officials designated to serve as liaison officers to the Paris Club. The Paris Club refers to meetings held since 1956 that have arranged, when necessary, for the renegotiation of debt owed to official creditors or guaranteed to them. Neither the World Bank nor the IMF is a member of the Paris Club, but the IMF has played an important role in developing debt restructure packages with commercial Banks. Both the Paris Club and the commercial Banks require debt or countries to have agreed on a stabilization program with the IMF as part of the renegotiation process.

The reports for Paris Club meetings held from April 1990 to November 1991 were prepared by Per Ljung, Economic Adviser, Economic Advisory Staff (EAS) in the Office of the Senior Vice President, Operations (OPNSV). Reports were addressed to Moeen Quereshi, OPNSV. In a 6 February 1991 memo addressed to all Country Directors and Country Operations Department Chiefs, Ljung announced a change in distribution of theParis Club Back-to-Office Reports (BTOs). Previously, a BTO was distributed to a Country Director only when a country coming under that Director's purview had its debt rescheduled or was among the countries discussed during Tour d'Horizon sessions at the Paris Club Meeting. Future reports were to be distributed to all Country Departments, and separate copies were to be sent to the Director and to the Country Operations Chief. The report covering the 19 November - 22 November 1991 Paris Club meeting was prepared by Ljung and Ljung's successor, Michael Lav, Economic Adviser, EAS [Economic Advisory Staff, later Development Policy Group -DPG] under the Office of the Vice President, Development Economics and Chief Economist (DECVP).

Lav's (or his alternates') BTOs cover meetings attended from December 1991 to December 1993 and were addressed to DECVP. Most of the reports of Lav's successor, Ronald P. Brigish, who served as Operations Adviser, International Economics Department (IEC) were addressed to the Director, IEC. Brigish's reports cover Paris Club meetings attended from January 1994 to December 1995. The BTOs for the January-April 1996 meetings were prepared by Fred Kilby, Economic Adviser, and International Finance Division (IECIF) and were addressed to the Director; IECIF.

The BTOs identify the countries and subjects discussed at each meeting and decisions reached with regard to rescheduling countries' debts. Summaries (by country) of discussions at Tour d'Horizon sessions, copies of the Agreed Minute, copies of statements made at the meetings by representatives of countries requesting debt rescheduling and by various organizations represented at the meetings including the IMF, World Bank, and UNCTAD [United Nations Conference on Trade and Development], and copies of Club correspondence are parts of many of the reports. Some reports are marked Confidential. The Paris Club met monthly except during the month of August or when cancelled.

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