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Indonesia maps and charts

This series principally contains maps, but it also includes some oversize organization charts and schematic drawings. Approximately half are commercial maps of Indonesia, the remainder are maps created for projects funded by the Bank. Some project maps are hand colored or annotated.

The maps are extremely useful for studying the Bank funded transmigration projects, particularly the surveys undertaken in 1978 and 1979.

Indonesia project and research reports (Bahasa)

This series contains project and research reports on Indonesia that were prepared by or for the Government of Indonesia or as part of the regular work of an Indonesian institution. A few are pre-publication versions. They were obtained by Gloria Davis as background for her work on Indonesia.

In a few cases Gloria Davis obtained part of a series of reports in English and part in Bahasa; see, for example, the Survey Agro Ekonomi where working papers 8, 9 and 11 are English and the rest of the seriesis in Bahasa. Similarly, the early monitoring reports of the Baturaja and Way Abung monitoring by Institut Pertanian Bogor are in English, but the draft final reports are in Bahasa.

Indonesia project and research reports (English)

Each project, whether funded by the World Bank or by other donors, requires formal reports. In addition, research reports on Indonesia published by various institutions were obtained by Gloria Davis as background to her work on Indonesia, including a few pre-publication versions.

This series contains project and research reports in English; Bahasa language reports are in a separate series. The first section includes reports from the Government of Indonesia and reports to it by its contractors. The second section has reports of research undertaken by Indonesian institutions. Of particular interest are the reports of a Bogor Agricultural University project established in 1977 to do long term social-economic monitoring of the two transmigration settlements of Batu Marta, South Sumatra, and Way Abung, North Lampung. The third section has reports from projects undertaken by a foreign government, the fourth section has reports from projects and research undertaken by international institutions., and the finalsection contains reports by research institutions outside Indonesia.

Indonesia projects file

In addition to the large program review of the Indonesia transmigration projects and the later review of the entire transmigration sector, Gloria Davis was involved with or closely followed other projects in Indonesia. This series consists of files on the Second Swamp Reclamation project, a Transmigration Income Survey project, the UN Development Program's Bank-funded Transmigration Management and Monitoring Service Project, and UN Food and Agriculture Organization/World Food Program projects. The files include correspondence, reports, survey forms, drafts, copies of contracts, and work plans.

The three files on the UNDP program are helpful to understand the background of the monitoring service. By 1979 the Bank and other funders were concerned that the transmigration project had grown beyond the capacities of the Government of Indonesia's current management structure. The Bank agreed that the Government could use $2 million of the funds already lent to the Government to establish a monitoring project; UNDP provided a grant of $1.5 million; and the Government of Indonesia made a contribution, all of which funds would be administered by UNDP which would contract with a management firm to provide assistance to the Junior Minister of Transmigration to improve the management of the overall transmigration program and to assist in establishing procedures and training for the staff and establish a system for monitoring and evaluating the development of and benefits of the Transmigration II project. In 1980 the firm of Resources Management, International, was awarded the contract. Gloria Davis was involved in the negotiations for the monitoring program, and reports on the program are found in her file of project and research reports and other correspondence on the monitoring project is found in the correspondence file.

Indonesia transmigration notebooks

This series consists of notebooks that Davis kept or obtained during surveys of villages in Indonesia involved in transmigration. The first five notebooks relate to villages that she studied for her Ph.D. dissertation, of which the first four are Davis' notes and the fifth is a report written to her.

The next four notebooks are numbered, and the last is annotated very rapid general survey please hold and return. The second notebook is dated 12-3-78, giving the date for the survey. Each reports survey data from the villages of Pulung Kencana, Candra Kencana, Penumangan, Panaragan Jaya, Tara Karya, Bangun Sari, Sidomukti, Purbasakri, Makari, Marga Mulyo, Daya Sakri and Daya Murni. The names of the persons interviewed are not included. The data are date of arrival, originally from, type of migration, how many people were at home and how many migrated, what property is owned here and what property in Java, what type of house, occupation in Java, money brought from Java when migrating, number of times returned to Java, number of people who followed you here, and questions about the land given and purchased, crops grown and productivity of farm, fertilizer use, off-farm work, income here and in Java, expectations as against reality, and biggest difficulty.

The third set of notebooks are numbered 1-5 and labeled Unit Desa I (3 volumes) and Unit Desa II (2 volumes). They contain the same type of data as the second set of notebooks. These villages were organized by blok; in village I the bloks had letters for identification (for example, Blok E) while in the second village the bloks carried both a letter and the numeral II (Blok C II). In these surveys the name of the family surveyed is included.

Finally, 1 notebook marked Way Abung Apr. May 1978 Baturaja Mar 78? and 1 notebook marked Sitiung contain lists of variables and codes to be used in analyzing data.

Indonesia transmigration program - data and statistics

This series consists of the original data sheets, coded tabulations, and computer analyses from surveys in the areas involved in the first two transmigration projects funded by the World Bank, including Way Abung, Rimbo Bujang, Singkut, Sitiung, Upang, and villages designated only by unit number.

The first group, labeled Data sheets - Original Sit, Up & RB forms, consists of 3-page, 7-part completed interview forms in ten villages identified as Unit I through Unit X. Part 1 of the form gives basic demographic information, part 2 is on agricultural land provided by the government, part 3 is use of other land, part 4 is on water, part 5 on agricultural production (crop yields), part 6 is agricultural inputs, and part 7 is possessions. Names are not included. The survey was taken after May 1978 (the latest date recorded for arrival of migrants) and before the coding was done in September 1978. Included are the coding sheets and data analysis.

The second group of survey data sheets is from 1979. The survey covered the villages of Bataraja-Matapura, Sitiung, Upang, and Way Abung. The folder containing the Upang forms is marked Delta data collected June 79. The form used had 2 pages and asked many of the same questions as the 1978 form. After the initial section of demographic information, there are sections on agricultural land, agricultural production, agricultural inputs, house type, property (agricultural and personal), and information about returns made to Java, comparison of income in Java and in current location, expectations and reality, and problems encountered.

The 1979 data was analyzed using the Statistical Package for the Social Sciences (SPSS) computer program. There are cross-tabulations for all villages or a subset of villages, variables broken down by village, and Pearson correlation coefficients.

In 1983, the project completion review team for the Bank's Transmigration I project, led by Gloria Davis, requested that a census of village units be conducted in village units V, VI, VII, VIII,IX, X and XI of Batumarta and Units XII and XII of the Transmigration I extension area. The data was to be collected on about 200 families. The 1979 form was used. No analysis of the data is included.

Because the survey forms appear to be complete, they could serve as a baseline for further analytical work in the same villages.

Indonesia transmigration program subject file

The first Indonesian transmigration program that the World Bank financed (Transmigration I) involved the areas of Baturaja and Way Abung. Transmigration II involved the areas of Rimbo Bujang, Alai Hilir, and Singkut along the trans-Sumtra highway in Jambi province. The files in this series are primarily on those locations, with additional files on topics such as cassava and land tenure. Davis incorporated in the files documents from her previous work on Indonesia, such as a bibliography from 1972, and writings from other Indonesia specialists that she used. The files Baturaja - Way Abung Computer Analysis and Notes include notes that Davis made in 1976.

Some interview notes are included, as are maps, documents from the Government of Indonesia, reports from consultants, and a draft of Beyond Subsistence: A Report on the Agricultural Economies of Way Abung and Baturaja, a study prepared by Davis. The Way Abung file includes summaries based on a brief survey of 240 informants in 12 WA villages and supplementary material from a report from IPB Bogor based on interviews with 90 migrant families. A survey was conducted in the Rimbobujang area, and the files contain information, data, and analysis from that survey.

While most of the files relate to the geographic areas included in the transmigration program review that was conducted between 1979 and 1981, the series also includes a file on a review of the North Sumatra smallholder development project. At the end of the series is a file containing progress reports 3 through 10 on the South Sumatra and Lampung Transmigration and Rural Development Project, prepared for the Government of Indonesia by its consultants.

The files are useful for an historical perspective on the villages and areas where transmigration occurred.

Indonesia transmigration sector review files

In September 1984 the Bank began preparing for a review of the entire Indonesian transmigration sector. Gloria Davis led the sector review, and she and two colleagues went to Indonesia in November 1984 on the initiating mission. The final report of the sector review was published on October 24, 1986.

The series consists of a few files arranged by topic, followed by computer printouts of statistical analysis concerning population projections and working files of data and analysis. The working files include information from previous World Bank studies. The series concludes with data and statistics from the Government of Indonesia, primarily dating from 1982 to 1985 but including two items from 1976. Related items from the Government of Indonesia from this period are found in the series of Indonesia project and research reports (Bahasa), and correspondence about the review is found in the correspondence files.

Indonesian oil sector files

Series consists of records primarily created during Bernard R. Bell's tenure as Director, Resident Staff Indonesia from 1968 to 1972. The series contains a draft paper on the historical development of the oil sector in Indonesia, including notes on Indonesian oil companies. Correspondence and notes concerning Bank economic missions reviewing the oil sector are included, as well as notes of interviews with Indonesian government officials and oil company personnel. The series contains copies of articles on Indonesian oil, copies contracts dating from 1963, copies of Indonesian laws regulating the oil sector, and statistics on the financial status of P. N. Pertamina, the Indonesian National Oil and Natural Gas Mining State Enterprise.

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

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

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

Interim Committee files

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

Internal communication and staff engagement

This series consists of internal Bank staff publications and newsletters as well as photographs and negatives used in those publications. Also included are records relating to internal communications strategies. A small amount of records related to community relations programs is also included.

Records include copies of the various iterations of the World Bank's internal staff publications. These include: "International Bank Notes" (1947 - 1971); "Bank Notes" (1971 - 1981); and "Bank's World" (1982 - 2000). Series contains a full collection of these publications with only a few exceptions.

Bank newsletters started with the publication of International Bank Notes in 1947. International Bank Notes was published out of the Bank's Personnel Division. The newsletter was intended to foster a sense of community among staff and provide information of a personal nature to Bank staff rather than duplicating material from press releases and official memorandum. The publication highlights social events, marriages, births, and the arrival of new staff. It also reports on recreational events and offers favorite cooking recipes submitted by staff. The publication started out with a 2-page format but soon after transformed into a small booklet with photos. By the end of its run, International Bank Notes had a more polished look and tone including a table of contents, multi-page interviews with Bank staff, and articles about Bank activities and projects. International Bank Notes Supplements were also published in six monthintervals. These were subtitled "Introducing New Professional Staff", and include a biography and picture of new staff.

In 1971 the staff newsletter publication function was moved to the Information and Public Affairs (IPA) Department and was renamed Bank Notes. It took on a larger physical format with the look and feel of a newspaper. Its content, however, did not change significantly. In addition to the combination of staff- and operations-focused content, the publication included a Bank Calendar of upcoming social events and meetings, a column entitled Women's Information and Volunteer Service (or "WIVES"), a Cross Currents page containing classified ads, as well as humor and food columns.

The next and final version of the physical staff newsletter was titled Bank's World. It was a glossy color magazine and was published from 1982 through 2000. Each issue included a cover story article, articles about development projects, reports from various Country Departments, and a new column called AnswerLine that provided answers to questions of broad interest concerning the Bank Group's policies and procedures. Other features included multipage in-depth articles called On the Record which were often written by the Bank President and a space entitled Around the Bank which detailed news from Executive Directors and Vice Presidents. Some issues have indexes of stories. A special June/July 1987 issue titled The Reorganized Bank: Managers and Senior Staff is also included. In 2000 the print version of "Bank's World" was discontinued and replaced with an online intranet version called "Bank's World Today".

An index of articles in these three publications from 1947 to 1993 is also included.

The series also includes photographs and negatives from 1952 through 1983 that were created for use in staff newsletter publications. Image formats consist of negatives, transparencies, prints, and color photocopies of photographs taken or acquired by the Bank's Photolab. It also includes photographs of projects, staff events, headquarters' activities, and staff portraits.

The series also contains a variety of other newsletter-type publications intended for Bank staff. This includes copies of "Report - News of the World Bank Group" from 1973 to 1982, complete except for a small number of missing issues. The publication was produced by the IPA and the Publications Department (PUB) for both internal and external audiences. It provided general news of economic development as well as reports on World Bank Group activities.

There are also printouts of "Updates on the Bank Renewal" (or its informal name "Manager's Updates"), an electronic newsletter that was produced and sent bi-monthly by the Chief of Internal Communications from June 20, 1997 to December 1998. The updates shared Bank-wide news from the Board; summaries of the President and Managing Directors' town halls and senior management meetings; and progress on change initiatives.

Also included is a newsletter created by the Development Services Department (DSD) that was intended to be sent to field staff to keep them abreast of current activities in the Bank such as Bank membership, borrowing, IDA financing, and staff and organizational news. While DSD existed from 1961 to 1973, this series only includes issues of the DSD newsletter from 1966 to 1973; it is unclear if the Department published this newsletter prior to 1966.

Also included in this series are copies of the EXT-produced Development News Weekly Supplement from 1981 to 1990 and Development News Daily Summary from 1995 to 1998. Both are bound collated supplements of external press clippings related to the Bank and its activities. The articles range from governmental news, various developmental projects, and financial activities of the Bank.

Records related to EXT's internal communication support and engagement activities from 1988 to 1999 are also included. Records document communication strategies developed for internal programs and change initiatives as well as the dissemination of information and documentation about the initiatives, and research methods measuring staff response to initiatives. Internal communication records include correspondence and other materials primarily created by Internal Communications Division Chief, Rachel Weaving, and other senior staff. There are emails and facsimiles sent between the division and EXT Director, Managing Director's staff and other Bank departments. Correspondence is filed with summaries of Bank meetings given by the Bank Group President and global offices or meetings led by other senior staff, draft outlines, statements and emails, questionnaires and surveys, reports, external reference material, briefing material for senior management, and handwritten notes.

Many records relate to the 1997 Bank-wide reorganization and the 1997 Staff Survey and follow-up, as well as the Bank's 1997 Strategic Compact, a reform and renewal plan intended to increase Bank efficiency and effectiveness. There are files, 4 audiocassettes and a floppy disk relating to Managing Director Sandstrom's Open Forum, February to October 1997.

Other records relating to internal communications include: the development of a comprehensive Bank-wide communications strategy for fiscal year 1989; logistics and communications for Annual Meetings including briefings and broadcasting; 11-17 Network Launch and its steering committee; Knowledge Management Board (KMB); Human Resources Reform and Cost-Effectiveness; and photograph displays and exhibits including a World Bank mission photograph exhibit at the Bank and IFC between 1998 and 1999 and the Greening the Bank fair and exhibit. The exhibit files contain copies of emails, facsimiles, copies for displays, working documents, and reference material related to planning and content creation for the Bank exhibits.

A small volume of records related to Bank community relations programs are also included in this series. Records consist of administrative materials for charity programs such as the United Way campaign and other charitable fundraisers.

International Agricultural Research Centers (IARC) reports

Series consists of records created by the CGIAR's International Agricultural Research Centers (IARC) and which relate to their financial, operational, and reporting responsibilities. The series includes records from two IARCs: the International Livestock Centre for Africa (ILCA), based in Ethiopia, and the International Laboratory for Research on Animal Diseases (ILRAD), based in Kenya. In 1994, the two programs merged to form the International Livestock Research Institute (ILRI) which based itself in Kenya.

ILCA records include: materials related to the origins of the ILCA, including a report entitled Final Report of the Initial Stage of the Proposal for the Establishment of the International Livestock Centre for Africa (ILCA) (1975); conference materials, including conference papers; ILCA authored and commissioned reports; annual reports (1981-1994); the ILCA Staff Regulations and Rules (January, 1980); reports related to long term planning and strategies; ILCA Board of Trustees meeting agendas, minutes, and supporting material; ILCA Board of Trustees Handbook (undated) and Rules of Procedure (1983); financial statements, budget statements, Auditors' Report and Accounts reports (1975-1987), and Programme and Budget reports (1975-1988); board appointments records; the ILCA Bulletin (1978-1989); the ILCA Newsletter (1982-1991); other related newsletters; external management reviews; ILCA Directors' statements; and International Centers Week (ICW) presentations.

ILRAD records include: ILCA authored reports; Programme and Budget reports (1974-1986); annual reports (1980, 1986-1994) and Annual Scientific Reports (1987-1993); board appointments records; reports related to medium and long term planning; annual accounts (1974-1988); minutes of the first meeting of the ILRAD Board of Trustees (November 26-27, 1973); external management reviews; and financial statements and audit reports.

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.

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.

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.

International Economics Department (IEC) chronological files

This series consists of chronological files with incoming and outgoing correspondence from when Masood Ahmed served as the Director of the International Economics Department (IEC). The records are arranged into the following categories: incoming emails from January 1996 to July 1997; outgoing emails from December 1995 to July 1997; chronological files from March 1995 to June 1997; general correspondence from January 1996 to July 1997; and general external correspondence from January 1996 to December 1996. The chronological files consist of incoming and outgoing correspondence and memoranda with attached reports and handwritten notes related to the activities and communications within IEC, and with other units of the Bank. The general correspondence records contain much of the same as the chronological files, but appear to be duplicates and photo static copies of original correspondence. The general external correspondence category includes incoming and outgoing correspondence between Ahmed and outside agencies, including communications with other multilateral institutions, NGOs, and private sector institutions. External reports and articles are also included.

International Finance Corporation (IFC) chronological and subject files

Series consists of correspondence created and received by Frank Vita while he was Manager of Corporate Development in the International Finance Corporation (IFC). Records are contained in chronological files and, in fewer number, subject files. Records relate to: the identification of investment opportunities; project proposals; establishing contacts in the private sector; IFC policies and procedures; and responding to inquiries.

Interviews

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

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

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

Interviews for George D. Woods biography

In the Preface to his biography of George D. Woods, Oliver writes, I relied most heavily on the interviews in writing the life of Woods. The interviews he conducted, all titled by Oliver Conversations about George Woods and the World Bank, illuminate the events and personalities during Woods' tenure as President.

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.

Itinerary files

This series contains records of President Clausen's visits abroad and his appearances and presentations in the United States. The files contain travel itineraries, briefing materials, arrival and departure statements, press conference briefings, remarks, schedules of meetings and appointments, correspondence (letters, memoranda, telexes and facsimiles written to and from government leaders, thank you notes), lists of government officials and biographical data about them, general background information on countries and governments, status reports on projects in execution, maps and newspaper clippings. The file on Niger contains photographs of the ministers. Some files listed under a country are primarily files on a meeting held there, not on the country per se; see, for example, the GATT meeting file under Switzerland. Itineraries and briefings for Mrs. Clausen when she accompanied the President on foreign visits are found in some files. The general files at the beginning of the series contain travel orders and itineraries but no background information.

The series is rich in annotations and comments by Clausen and his advisors. It provides snapshot views of the countries at the time of the visits and also provides particularly useful information on the World Bank's relationship with each country.

LCR Social Development Unit and Environmentally and Socially Sustainable Development Unit chronological files

This series consists of the incoming and outgoing correspondence and memoranda created and compiled by Davis when he served as Sector Manager in the Environmentally and Socially Sustainable Development Unit , Latin America and Caribbean Region (LCSES), 1998-1999, and as Sector Manager in the Social Development Unit, Latin America and Caribbean Region (LCSEO), 2000-2004. The correspondence comes from external agencies, institutions, and individuals outside of the World Bank, which are inquiring about potential employment, or are interested in Davis's research or work related to indigenous rights, the environment, sustainability, Latin America, and the Caribbean. Other correspondence addresses collaborative initiatives, working groups, and panels Davis took part in, or for which he received invitations. The remaining correspondence and memoranda are internal communications related to Davis' work in the Bank, including oversight of development projects compliance to social safeguard policies, indigenous policy development, and collaboration with project partners, authorities, and local communities.

Latin America and Caribbean Advisory Group chronological files

Series consists of records related to Tim Campbell's work as the Principal Urban Sector Specialist in the Latin America and Caribbean Technical Department, Advisory Group (LATAD). Records relate to: conference attendance and participation; travel plans; Campbell's presentations to a variety of audiences; and staffing. Records include: Terms of Reference; back-to-office reports; Bank reports forwarded to Campbell; FY94 LATAD Retrospective; presentation slides; a number of innovation Case Studies relating toCuritiba, Brazil; LAC - FY97-99 Business Plan; and Campbell's FY97-99 Work Program. Records also include correspondence with external agencies and institutions that relate to information exchange, communications, and planning and coordination.

Records relate to a number of conferences and seminars that Campbell participated in or helped organize. These include: Institutional Development (ID) and Decentralized Governance: Looking Back on Lending, Looking Ahead to a Contestability Model of ID in LAC (1994);conferences of Latin American Mayors in Washington, DC, and Miami, Florida (1994 and 1996); a seminar called Decentralization: Policies and Practices that Work (1994); a seminar called Managing Decentralization: Best Practices and Policy Lessons in LAC (1996); a sub-regional conference on Best Practice and Policy Lessons in Decentralization (1995).

Series also contains a number of reports and articles authored by Campbell, including: Participation, Choice, and Accountability in Local Government: LAC andthe U.S. (May 1993); The Politics of Participation in Tijuana, Mexico: Inventing a New Style of Governance (1996, draft); Mendoza Provincial Program for Basic Social Infrastructure (MENPROSIF): Case Study (1995); and Innovations and Risk Taking: The Engine of Reform in Local Government of LAC (1996, accompanied by notes for a presentation on the paper).

Latin America and Caribbean Technical Department, Infrastructure and Energy Division chronological files

Series consists of records related to Tim Campbell's work in the Latin America and Caribbean Technical Department, Infrastructure and Energy Division (LATIE), as Senior Urban Planner and, briefly, as Chief, Urban and Water Unit. Series consists of correspondence and reports, among other formats. Records relate to project planning and evaluation activities as well as to urban development-related research conducted by Campbell and task forces and workshops on which Campbell participated. Records include: Terms of Reference; back-to-office reports; records related to missions to countries for project planning and information gathered (including Brazil, Mexico, and Guatemala); Campbell's comments on Departmental and external reports and policy papers; comments on Campbell's reports by Departmental colleagues and other Bank staff; Campbell's reviews of Project Completion Reports (PCRs); annual Urban Sector review; briefing notes; externally authored reports; meeting and seminar summaries; presentation notes and slides. Series also contains two reports authored by Campbell: Environmental Dilemmas and the Urban Poor (draft, 1989, prepared for the Overseas Development Council and not for the Bank); Decentralization to Local Government in LAC: National Strategies and Local Response in Planning, Spending and Management (1991, an LATIE Regional Study, accompanied by drafts and research materials); and Modes of Accountability in Local Governments of LAC (1992).

Latin America and Caribbean Vice Presidency (LCN) project and subject files

Series consists of correspondence created and received by Frank Vita during his time as loan officer in the Latin America and Caribbean Vice Presidency (LCN). Series contains a variety of records related to operations mission travel made by Vita to Uruguay. Records include Terms of Reference and back-to-office reports and other supporting material. Mission travel activities included project appraisal (Fourth Livestock Development Project) and supervision (Highway Project) as well as conducting research for sector studies. A subject file on Chile and Uruguay is also contained in this series. Records include World Bank authored reports and memoranda on country lending activities.

Lecture and speech files

From 1985 to 1990, Vinod Dubey participated in over 20 seminars, symposia, and conferences at which he served as lecturer, speaker, panel chairman or member, or commentator. Files were prepared for each engagement. They include key documents, notes, statistical information, and outlines used in Dubey's preparations. The evolution of the Bank, Bank policy, and adjustment lending were frequently the topics of his presentations.

During the period covered by this series, Vinod Dubey served as: Senior Adviser (1984 - 1985) and Director (1986 - 1987) in the Country Policy Department in the Office of Operations Policy, and as Director, Economic Advisory Staff (1987-1990) under the Senior Vice President, Operations. Dubey also served as the first Liaison Officer to the Paris Club during the period 1984 - 1986.

Dubey served several times as: a lecturer for EDI [Economic Development Institute] seminars (1985, 1986, 1988, and 1989); lecturer, panel chairman or panelist for a number of other Bank sponsored seminars and conferences (1985 - 1990); and lecturer for the IMF Institute (1985, 1986, 1988). The file created for a Bank-sponsored symposium in Copenhagen, May 5 - 6, 1987 on economic adjustment and the Third World includes copies of a number of the papers that were presented, including Dubey's paper entitled Ensuring That The Poor Benefit From Improved Policy.

Dubey was also invited to speak at symposia and conferences sponsored by outside organizations including the Foreign Service Institute (1986), the Inter-American Development Bank (1987, 1989), and the Agency for International Development (1987, 1989). The file created for Dubey's Back-to-Office Report of a visit to Japan, January 25 -3 0, 1987 to speak to Japanese officials in seminars on structural adjustment lending includes copies of Dubey's lectures in Japan.

Several files were created for other conferences and symposia sponsored by the Bank and outside organizations which Dubey attended including SVPOP (later OPNSV) retreats (1986, 1988, and 1989) and a Bank/UNICEF meeting on collaboration on adjustment issues (1987). Notes taken by Dubey of discussions at these events are part of the files.

A file titled The Institute Lecture contains a copy of President Clausen's remarks at the Joint Bank-Fund Luncheon, May 25, 1985; Dubey apparently prepared the remarks. The series also includes a file created after Dubey was asked to represent the Bank at the June 5 - 10, 1989 Berne Union Meeting in place of Fred Levy. Separate files (1987 - 1988, 1988 - 1989) were created just for background materials for Dubey's lectures and speeches. The files include copies of Bank documents and publications, IMF publications, reprints of articles on finance and economics, newspaper clippings, and Dubey's handwritten notes.

Liaison files - Non-governmental and international agencies

This series documents the communications between the Bank, particularly the President's office, and various national and international organizations, governmental and nongovernmental, non-profit and commercial. A wide range of liaison activities are reflected; the records include invitations to meetings and conferences, points of discussions for meetings, meeting briefs and minutes of meetings, news releases and communiques, and correspondence. An equally broad range of topics is included, from agricultureand the environment to trade and financial affairs. A few files include records from the period of the Clausen presidency.

One subject file on the Gulf crisis of 1990-1991 is included. It relates primarily to funding issues, both for countries in the region of the crisis and for the return of refugees in the post-crisis period. The UNICEF file contains black and white photographs of President Conable at a meeting on February 6, 1989.

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.

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.

Liaison records

The series consist of records related to liaison with organizations external to the Bank. This includes correspondence maintained by Transportation, Water, and Telecommunications Department (TWT) related to the joint United Nations Development Programme (UNDP) - World Bank Water and Sanitation Program from 1978, and correspondence maintained by TWT and WUD related to the joint World Health Organization (WHO) / World Bank Cooperative Program, which also focused on water and sanitation, from 1977 to 1987.

Liaison with external organizations

karThis series contains records relating to the World Bank's liaison with external organizations. Records in this series originated in the various units responsible for liaison with external organizations in the External Relations department/vice presidency. However, due to records management practices in the Bank between 1946 and 1978, some of the records in this series originated in departments other than those focused exclusively on liaison activities. This is described in more detail below. Also note that, beginning in 1987, most of the liaison functions in the Bank were removed from the External Relations vice presidency for two brief periods: 1987 to 1990, and 1993 to 2002. Please see the Administrative History field in the Records of the Office of External Relations fonds description for more information on the organizational history of the liaison function in the Bank. Also see the Related Units of Description field below for the location of those post-1987 records related to the liaison function created in units outside of External Relations that are not contained in this series.

This series consists of records that were classified as "liaison files" or "United Nations liaison files" in the Bank's 'General' or 'Central' filing systems. These records date from 1946 to 1978 (with the exception of 1969 to 1971; please see Related Units of Description below). While records classified in this manner originated in departments from across the Bank (including the Office of the President), the majority of the 'General' and 'Central' files originated in the Technical Assistance and Liaison Staff (TAL, 1946-1961), Development Services Department (DSD, 1961-1973), and International Relations Department (IRD, 1973-1978).

Note that, from the beginning of the Bank's General Files classification system in 1946, "liaison files" and "United Nations liaison files" were classified separately. This likely occurred because the Bank's relationship with the UN and its agencies was more involved than with any other external organization. In 1964, as the Bank's collaboration with the UN in fields like agriculture and education was increasing, the Bank created a separate position called the Special Representative to the United Nations within DSD separate from staff responsible for liaison with non-UN external organizations. In 1965 the Special Representative moved to New York and opened an office at the United Nations headquarters. In 1978 a second World Bank UN Office was opened in Geneva, Switzerland.

Both the "liaison files" or "United Nations liaison files" consist of communications with external organizations with whom the Bank had a relationship. Organizations include governmental and international agencies, development banks, religious groups, academic institutions, and private foundations. Records relating to communications with the United Nations and its many agencies (United Nations Development Program [UNDP], Food and Agriculture Organizations [FAO], etc.) are the most voluminous in this series. The volume of records relating to communications with non-UN organizations and governments can be sizable (the Organisation for Economic Co-Operation and Development [OECD] or the United States government and its legislators, for example) or as small as a single folder.

The most common correspondence in this series are invitations to or requests for participation in meetings, conferences, seminars, workshops, training courses, and similar events. In addition to correspondence with external organizations, records related to event participation and coordination also include internal memoranda, Terms of Reference, back-to-office reports, meeting agendas, conference programs, and press releases.

Records relating to collaboration or partnership on joint projects, research, and missions are also common, particularly in those records relating to the UN and its agencies. These records are generally limited to work program development, information sharing,and logistical planning. The records also relate to the exchange of information (including mission schedules, policy proposals, sector studies, etc., most of which are not included with the correspondence), and request for comment.

The Bank-wide 'General' and 'Central' filing practice was discontinued in 1978, and a new Non-Regional Information Center (NRIC) was created to manage records created by non-operational units including the External Relations' International Relations Department (IRD). Unlike therecords of the 'General' and 'Central' files, records from the NRIC, which existed from 1978 to 1986, and those subsequently transferred to the World Bank Group Archives directly from units responsible for external liaison include only those that originated in units responsible for the function. The exceptions are those records that were shared with these departments by other Bank units. Note that most of the records relating to external liaison that were created while the external liaison function was housed outside of the External Relations Vice Presidency from 1987 to 1990 and 1993 to 2002 are included. To locate those arranged in other fonds, please see the Related Units of Description field below.

Topics contained in the NRIC and subsequent records are similar to those in the 'General' or 'Central' files, but with some additions. Beginning around 1980, the Bank's engagement with non-governmental organizations (NGOs) intensified. Records relating to the Bank's communication and collaboration with NGOs as well as the development of policy for interacting with NGOs are contained in this series. Likewise, records relating to the Bank's interaction with civil society also become more numerous throughout the 1980s and 1990s.

Records relating to external meeting and conference attendance are also included as are records related to external liaison staff's participation in World Bank Group spring and annual meetings. Background and briefing materials for senior Bank management prepared by EXT units responsiblefor meetings with external organizations are contained in this series. Many of these briefing materials were prepared for World Bank Group presidents Lewis Preston, James Wolfensohn, Paul Wolfowitz, and Robert Zoellick. Finally, a small amount of records relating to the organization and management of the units responsible for external liaison over time, including the New York and Geneva offices, are contained in this series. These records primarily relate to staff retreats where strategy and work programs were developed.

Records relating to the Bank's European field office in Paris, France, are also included in this series. The records date from 1949, when Drew Dudley, Director of Public Relations for Europe, arrived in Paris, to 1980. The records of the European office relate to its primary role as Bank representative to European governments, central banks and other financial institutions, international organizations, and the European media, academic institutions, and business community. Records also relate to other activities, including the arrangement for the sale of Bank securities in Europe, carrying out information programs, and performing administrative functions. Records consist of correspondence with Bank staff, including Bank presidents, in Washington, DC. Topics include logistical matters, reports on meetings, and exchange of information.

Records relating to the Tokyo office, which opened in November 1970, are also included in this series. The office was concerned with facilitating liaison between the Bank and the Japanese government and the Japanese financial community. It also served as a source of information for the Japanese press and public. Tokyo office records date from 1974 to 1975 and relate to communications with the Japanese government and media, administrative functions, and information exchange and publication.

The series also contains records from 1983 to 1987 relating to general policy and analysis undertaken by IRD in support of liaison with NGOs and other external organizations. Records relate to food security, poverty, debt, and the environment and contain reports, internal memoranda, communications with external organizations, logistical plans for meetings, and back-to-office reports.

The series also contains thematic subject files created and used by EXT units responsible for liaison with external organizations. Topics include gender, human rights, indigenous peoples, partnerships, structural adjustment, private sector investment, etc. These types of records generally date from the 1980s through 2010 and contain a variety of materials, such as: correspondence and internal memoranda; conference materials; and external publications.

The records of the World Bank's Grant Committee are also contained in this series. In 1981, the Bank's system for making grants to development institutions and conferences was streamlined and consolidated within the External Relations Department. From 1981 to 1987, IRD provided the staff for the roles of chairman and secretary. Records include meetingminutes, internal memoranda, and correspondence with external organizations relating to their requests for funding. Records date from 1981 to 1987 and 1990 to 1993.

Records related to the Robert S. McNamara Fellowship Fund are also included in this series. The fund was proposed in 1981 and awarded its first fellowships in 1983. Records relate to the setting up of the fund, raising funds from Bank members, the establishment of a selection committee, and the awarding of fellowships. Records date from 1981 to 1986.

Living Standards Measurement Study (LSMS) research survey records

This series includes records related to Living Standards Measurement Study (LSMS). The LSMS was first launched by the Development Research Center (DRC) in 1980. Included in this series are records relating to the LSMS from the DRC as well as those units subsequently responsible for the Survey through 1992. These include: the Development Research Department Living Standards Measurement Unit (DRDLS), 1983 to 1987; the Population and Human Resources Welfare and Human Resources Development Division (PHRWH), 1987 to 1992; and the Population and Human Resources Poverty Analysis and Policy Division (PHRPA), February 1992 to December 1992.

The series includes research files maintained for each country. These records include: background papers, articles, and reports produced by the Bank and outside sources; research proposals; LSMS questionnaires; household and life expectancy raw statistical data sheets; handwritten notes; memoranda and correspondence regarding progress, procedures, and changes in LSMS surveys; back-to office reports; terms of reference; travel expense reports; and budget records. The series consist of additional LSMS research files referred to as World Bank Research Program (RPO) files. These records include research projects related to topics such as education, health care, nutrition, household data, living standards, welfare, and labor. Each RPO project generally includes the following records: correspondence and memoranda regarding project planning, progression, recruitment, and changes; mission reports; back-to-office reports; drafts, revisions, and final project proposals; travel expenses; terms-of-reference; notes; background papers; RPO status reports; administrative expense reports; consultant background and CV records; appointment letters; and Project Completion Reports (PCRs). The research files cover the years 1978 to 1992.

This series also consists of records related to the Working Papers Numbered Series in support of the LSMS surveys from 1980 to 1992. The records include drafts; original copies; published copies; cover negatives; and handwritten notes for LSMS Working Papers 1-59. The Working Papers were used in the preparation of the following World Bank publication: Living standards measurement study: abstracts of working papers.

The series additionally contains records related to the Bank's collaboration with the UN National Household Survey Capability Program (NHSCP), and the UN Statistical Office (UNSO) from 1978 to 1988. The statistical data produced by the LSMS surveys were shared and disseminated to cooperating units through prepared papers and reports, collaborative working groups, and meetings. The records in this series include correspondence from World Bank officials within DRC, DRDLS, and PHRWH to NHSCP and UNSO. The bulk of records contain correspondence and LSMS background reports from DRDLS Head Dennis N. de Tray and DRDLS associate Jacques van der Gaag sent to NHSCP and UNSO officials. Post 1987 records include correspondence from PHRWH Chief Jacques van der Gaag Population and Human Resources (PHR) Director Ann Hamilton sent to NHSCHP and UNSO officials. Also included are records from the UN Statistical Commission Meeting on LSMS held in New York City from February 28 to March 1, 1985. The records from this meeting include: memoranda and correspondence regarding preparation and reporting on the meeting; agenda and meeting minutes from the meeting; back-to-office reports; handwritten notes; LSMS statistical reports and papers prepared by the World Bank for the meeting; and statistical reports prepared by UN units.

Loan Committee project files

The files typically contain: discussion memoranda; discussion memoranda transmittal sheets; loan agreements; guarantee agreements; project agreements; reports and recommendations of the IBRD President to Executive Directors; agreements amending guarantee agreements; and memoranda regarding either withdrawal of loan offers or loan modifications. A small number of files contain minutes of Loan Committee meetings. Project files for the Bahamas (1973) and Barbados (1973) include memoranda and other documents relating to their applications for membership in the IBRD and documents indicating approval actions taken by the IBRD.

The bulk of these records are dated 1980 - 1987. Very few Loan Committee project files survive from the 1970s because in September 1971 the Committee and the staff of the Bank's Administration Department decided that once a project file was more than two fiscal years old, it would be discarded.

Management and Personnel Vice Presidency (MPSVP) chronological correspondence files

The series includes incoming and outgoing correspondence and memoranda of Syed Shahid Husain from when he served as Vice President for Management and Personnel Services (MPSVP). The correspondence and memoranda are primarily between MPS staff, the Office of the President (EXC), and Vice President Offices of numerous units of the Bank. The correspondence and memoranda cover various topics, including: personnel recruitment; compensation; personnel performance review; redundancies; and re-organization of Bank units.

Management and oversight

Series consists of records related to management and oversight activities of ESSDVP. Records primarily relate to high-level meetings attended by ESSD Vice President Ian Johnson within ESSD as well as other units and committees of the World Bank. This includes meetings with Bank President Wolfensohn and Managing Director Shengman Zhang as well as meetings of the Bank's Operational Vice Presidents. Records from Bank-wide Corporate Days (1998-2002) and Strategic Forums (2000-2001) are also included. These records include: background notes (prepared for ESSDVP Ian Johnson by ESSD staff); presentation notes and slides; correspondence; progress reports; agendas; and follow-up materials.

Records related to management and organizational meetings of the ESSD include: ESSD Council meetings (2001-2003); ESSD Anchor meetings (2000-2001, 2003); ESSD FY02-04 Business Planning MD/VP Meeting; ESSD FY04-06 Strategic Planning; ESSD Knowledge Management strategy (1998-2000); and ESSD Management Retreats (including EnvironmentSector Board retreat [2002]) and Team Meetings.

Managing Committee official files

This series consists of the official files of the Managing Committee. The records include agendas, schedules of meetings, minutes of the meetings, and memoranda and reports on a range of topics reflecting senior management concerns and overall World Bank administration. The records include correspondence with most of the Senior Vice Presidents on issues for committee consideration.

The minutes of the weekly Committee meetings were prepared from manuscript notes, then a draft was circulated (called pre-record minutes), and finally a record copy was issued. The series includes a file of manuscript notes by the Committee's secretary, covering both Managing Committee and Senior Management Council meetings, from February 22 to August 30, 1982. Draft minutes, with comments from the members, exist for the meetings from October 1981 through April 1983.

The Managing Committee had three subcommittees: Finance, Operations Policy, and Personnel and Administration. Issues coming to the Managing Committee were proposed by one of the subcommittees, by the President's office, or by one of the other primary offices in the Bank. Each issue had an accompanying paper, identified by the submitting office, year, and number; for example, an issues paper for the Managing Committee submitted by the Operations Policy Subcommittee in 1983 titled Power Sector Support Strategy was numbered OPS/MC83-06. This series has a full set of issues papers, arranged alphabetically by three-letter symbol for the submitting unit. The committee secretary prepared detailed indexes to the topics discussed in the Managing Committee, and the indexes provide easy access to these submissions.

Fragmentary records of the meetings of two of the three subcommittees make up the final section of this series. All these records are from 1982 and consist of one file of the working papers of the Personnel and Administration Subcommittee and six files from the Operations Policy Subcommittee. Additional information on the work of the subcommittees can be found in the set of submitted documents, because some of the subcommittee minutes were circulated to the entire Managing Committee for information.

These records are an essential source for a researcher who wishes to understand the internal decision-making in the Bank during the Clausen years.

Managing Director (MDS) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Managing Director (MDS) for Bank President Lewis T. Preston. The records include correspondence, memoranda, agenda and meeting minutes, and other records related to high level policies, programs, and administrative operations of the World Bank. This includes records related to the reorganization of the Bank in 1991, which details the termination of senior vice-presidencies in bank operations, establishment of managing directors in Bank operations, and the re-organization of Bank units and World Bank Group affiliates. Other records include memoranda and correspondence of various

meetings arranged for Karaosmanoglu with Preston, fellow Managing Directors Ernest Stern and Sven Sandstrom, Executive Directors of the Bank, country leaders, Regional Bank staff, and other World Bank senior officials. Some correspondence and memoranda cover policy and programs of the Bank, such as structural adjustment loan programs, travel policy, and country strategy or policy framework papers for specific countries.

Managing Director chronological files

Series consists of chronological correspondence sent and received by Gautam Kaji while serving as Managing Director of the World Bank. Series broadly consists of three chronologically parallel parts: general correspondence; correspondence authored by Kaji and Managing Director Koch-Weser; and correspondence between Kaji and World Bank President Wolfensohn.

General correspondence records date from December 1994 when Kaji assumed the position of Managing Director and November 1997 when he retired from the Bank. Files are generally divided into two sections. The first section includes internal Bank correspondence. The most common records in this group are those relating to Kaji's role as Chairman of the Loan Committee and its successor, the Operations Committee. These records include reports on potential projects, materials related to regular Operations Committee meetings, and Kaji's comments on draft Country Assistance Strategies. Other topics discussed in the records of this series include: performance monitoring indicators and performance standards; guarantees in private sector investment in IDA countries and the World Bank Guarantee Program; World Debt Tables; the Bank-wide reorganization of 1997; conference attendance; planning and review of Bank program and budget; and operations and business policy development, review, and dissemination. Records include: drafts of Kaji's publications; Kaji's speeches; personal correspondence; meeting notices; memoranda to the Executive Directors; operations review reports; and Quarterly Reports on Pending Tranche Releases of Adjustment Operations. The second and smaller section of records includes correspondence from, and responses to, external parties. Topics of this correspondence are wide ranging but generally discuss East Asia operations and sector research.

The second part of the series includes correspondence authored jointly by Kaji and Managing Director Caio K. Koch-Weser from December 1995 to November 1997. Together, Kaji and Koch-Weser were responsible for Bankoperations. Records discuss a variety of topics related to operations, including an increasingly results-driven approach to project implementation and evaluation as well as the need for simplification of operational procedures and reporting. Correspondence, which is most often between Kaji and Koch-Weser and regional Vice Presidents, discuss portfolio management, disbursements, completion reports, Country Assistance Strategies, and economic and sector work. Staffing related to the 1997 reorganization and the launch of the Bank's new network organization are also discussed.

The third part of the series includes correspondence with attachments between Kaji and Bank President James Wolfensohn from March 1995 to November 1997. Correspondence consists of copies of correspondence and attachments authored by Kaji and sent to Wolfensohn as well as Wolfensohn's incoming and outgoing correspondence from others which was then forwarded to Kaji. Correspondence serves a variety of purposes: information dissemination; briefing for Wolfensohn's meetings; answering Wolfensohn's requests for information; authoring correspondence for Wolfensohn; and submitting reports, announcement, and correspondence for Wolfensohn's approval.

Managing Director files

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

Master file of numbered Committee documents

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

McNamara notebooks

  • WB IBRD/IDA WB_IBRD/IDA_96-01
  • Series
  • August 1970 - November 1979, January 1980 - June 1981
  • August 1970 - November 1979, January 1980 - June 1981

This series consists primarily of copies of Chenery's memoranda to McNamara, many of which were returned to Chenery heavily annotated with McNamara's handwritten notes and/or a red stamp indicating the President has seen. Some Chenery memoranda to McNamara are marked returned by McNamara's Office on a specific date with no notes or stamp. Also included are McNamara's memoranda to Chenery, memoranda sent to McNamara by other Bank staff (e.g. Ernest Stern) and copied to Chenery, letters and memoranda McNamara sent to Bank staff and copied to Chenery, and copies of letters Chenery drafted for McNamara's signature. Also included are Chenery's agenda for meetings with McNamara, Chenery's memoranda to the files summarizing discussions with McNamara, Chenery's handwritten notes from his meetings with McNamara, and copies of Chenery's memoranda to his managers summarizing either his discussions with McNamara or meetings that he attended of the President's Council.

In May 1973, Chenery asked McNamara for time to finish his book, The Developing Economy. McNamara agreed that following Chenery's August vacation, he would be allowed to spend sixty percent of his time until December 31 on that book. To permit Chenery to do this, Ernest Stern took over most of the day-to-day direction of the Development Policy Staff, and many of the August to December 1973 memoranda in this series were sent to McNamara by Stern rather than Chenery.

The records cover a wide range of subjects including the work program, organization, budget,and staffing for the Economics Department and the Development Policy Staff; the recruitment and assignment of economists in the Bank Group; the preparation, format, review, and scheduling of country economic programs and sector program papers; ex-post project evaluation work in the Bank; topics for and draft content of the President's annual meeting speeches and the preparation of other speeches for the President; the 1972 Bank reorganization; Bank coordination with the Ford Foundation and the International Monetary Fund; the review of country program papers; the preparation of seminars led by external experts for high-level Bank management; the preparation and review of papers on development policy; the World Bank's research program and budget; drafting of policy papers prepared in response to specific requests from McNamara; comments on policy papers scheduled for discussion by the Executive Directors; policy planning and the role of the Policy Review Committee; economic projections generated by the Development Policy Staff; the coordination of statistical work in the Bank; background information on individuals (and their country's issues) who were scheduled to meet with McNamara; management of the World Development Report team and plans for WDR topics and content; the treatment of Taiwan in World Bank reports; the initiation of the Living Standards Measurement Study (LSMS); and the selection of Chenery's successor. Beginning in 1977, many memoranda concern the reports of the external Research Advisory Panels and the implementation of recommendations made by those panels.

Media relations

The media relations series includes press releases disseminated by the World Bank Group relating to operations and activities from the founding of the World Bank in 1946 through 1995. Press releases of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and the International Finance Corporation (IFC) are included in this series.

The series consists of IBRD numbered press releases relating to Bank Group operations and activities dating from 1946 to1995. Press releases document country membership admission to the Bank and announce staff appointments in various member countries and other promotions within the Bank. The majority of IBRD press releases relate to IBRD loans, including applications, agreements, and issuances. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff and Executive Director appointments), country membership, bond issuances, Resident Mission developments, speeches by senior management, report publications, conference attendance, consultative group meetings, mission travel undertaken by senior management, and Spring and Annual meetings. Early press releases were numbered consecutively. Beginning in 1962, press releases were numbered according to the year of release. Numbered press releases are missing from the following years: 1982, 1983, 1985, and 1986.

Series also includes press releases relating to IDA operations and activities from its creation in 1960 to 1994. The majority of IDA press releases relate to the funding of projects through IDA credits. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff appointments), country membership, IDA replenishments, consultative group meetings, conference attendance, and Spring and Annual meetings. The press releases are arranged consecutively by number from 1960 through December 1961, numerically by calendar year from 1962 to June 1976, and numerically by fiscal year from July 1976.

An index for IBRD and IDA press releases from 1946 to 1994 is included. Indexes provide a brief descriptive subject title along with press release number and date. A separate index for IDA records for the years 1962 to 1979 is also included and contains the same information.

A portion of IBRD and IDA press releases dating from 1946 to 1994 are unnumbered and arranged chronologically. Unnumbered press releases are included in the file indexes as "unnum" or "unnumbered" but are not filed withthe numbered press releases. Some press releases have published informational supplements attached; supplements originated in both the Bank and in other organizations.

The series also contains translations of some of the IBRD and IDA press releases from 1948 to 1994. French and Spanish translations are most common but translations into Chinese, German, Italian, Arabic, Japanese and Portuguese are also included. A number of smaller series of press releases dating from 1987 through 1994 that relate to specific World Bank agencies or topics are also included. The financial series describes general World Bank finances, currency issues, and bonds. The larger special series details World Bank presidents' visits to member countries, staff appointments, and new Bank initiatives. A small number of press releases from the early 1990s relate to the Multilateral Investment Guarantee Agency (MIGA), the Consultative Group for International Agricultural Research (CGIAR), and the impact of development on particular US states export growth are also included.

The series also includes versions of speeches and addresses by Bank Group officials that were disseminated as press releases. These date from 1946 to 1965. The majority of the speeches are by Bank presidents Eugene Meyer, George Woods, and Robert McNamara. Speeches by other Bank officials include: J. Burke Knapp; Sir Denis Rickett; Mohamed Shoaib; Siem Alderweld; and Irving Freidman. These speeches include commencement addresses, Annual Meetings addresses to the Board of Governors, remarks during sessions of Economic and Social Council of the United Nations, and addresses to various bank associations and conferences.

The series also contains IFC press releases relating to operations and activities dating from 1956 to 1979. Topics include external operations as well as organizational changes, activities and events. Responsibility for writing and disseminating IFC press releases was the responsibility of various departments within the Information and Public Affairs Department (IPA) between IFC's creation in 1956 and 1979. In 1979, this activity was transferred to IFC's new Information Office. A small number of press releases dating from 1965 to 1974 include IPA correspondence relating to the authorship and dissemination of both press releases and photographs from the Bank's photograph library. These files are titled according to either the name of the company that received the investment or by country, thereunder by name of company.

The series also contains records relatingto press tours organized and facilitated by the Bank and governments and institutions of member countries. Press tours included media from around the world. Participants visited sites of projects funded by the Bank, partook in talks and discussions related to development, and met with government officials. Records include memoranda related to the planning of the trip, programs and itineraries, and background publications for participants.

Meeting files

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

Memoranda and Issuances Relating to the Reorganization of 1972

Contained in this series are memoranda and copies of Bank-wide issuances concerning the Bank's Reorganization of 1972 as it affected the Economics Department and, after the reorganization, the Development Policy Staff. The notebook appears to have been maintained first by P. D. Henderson and, after the reorganization, by Alexander Stevenson, the Director of the Development Economics Department (DED). Among the contents are: November 1971 memoranda to Henderson from Economics Department managers with their thoughts on possible future organizational structures for the Bank; copies of December 1971 memoranda from Mohamed Shoaib (chair of the Organization Study Steering Committee) and Hollis B. Chenery to President McNamara with their reorganization ideas; Henderson's notes from the December 22, 1971 meeting of the President's Council; McNamara's January 7, 1972 announcement of a study of the Bank's organization and procedures; Henderson's correspondence from McKinsey, the consulting firm which helped with the study; a copy of the July 13, 1972 memorandum outlining the views of Mahbub Haq and Ernest Stern regarding the Bank's policy function; a copy of E. Lerdau's July 24, 1972 comments on Haq's and Stern's views; the August 10, 1972 announcement of the first phase of the restructuring; memoranda from various managers of the Central Economic Staff (CES) to Henderson with ideas as to how to reorganize CES; Henderson's September 30, 1972 draft of a memorandum from Hollis B. Chenery to President McNamara concerning responsibility for sector development policy; the October 16, 1972 announcement of the Development Policy Staff's organization; and other memoranda further refining the organization and staffing of the Development Economics Department in the Development Policy Staff.

Memoranda and Reports Maintained by the Development Policy Group (DPG) Concerning Procedures and Schedules for Country Strategy Papers (CPSs)

The records in this series were maintained by the Development Policy Group (DPG) and its predecessor, the Economic Advisory Staff (EAS), and consist of the following seven small groupings of memoranda and reports concerning schedules and procedures for the drafting and review of Country Strategy Papers (CSPs):

    1. EAS status reports and memoranda concerning schedules for producing CPSs and slippages in those schedules, November 25, 1987 - February, 19, 1991.
    1. EAS correspondence with Regional staff regarding schedules for CSP Initiating Memoranda, May 24, 1989 - March 16, 1990.
    1. EAS and DPG memoranda regarding revisions of CSP guidelines for inclusion in the Operational Manual (OM) and copies of the relevant sections from the OM, January 5, 1987 - February 4, 1993.
    1. EAS copies of CSP reviews prepared in FY 88 and FY 90 and comments on those reviews, October 10, 1988 - April 27, 1990.
    1. EAS correspondence regarding guidelines for country strategy reviews for IDA countries, March 13, 1990 - June 4. 1993.
    1. EAS memoranda concerning plans for scheduling CSP in FY 1992, February 19 -July 5, 1991.
    1. EAS and DPG correspondence concerning CSP schedules and procedures regarding the content and the review process for CSPs, April 20, 1988 - April 6, 1994.

Memoranda for the record

The Memoranda for the record series contains a set of minutes of McNamara's meetings with Bank staff, US representatives, and other visitors from outside the Bank. The memoranda generally were prepared by the Personal Assistant to McNamara, but there are also some memoranda of conversations drafted by McNamara and reports prepared by members of other departments in the Bank; some of the minutes are copies of minutes of the President's Council or the Policy Review Committee meetings. Background material, including notes and figures in McNamara's handwriting, sometimes accompanies the memoranda.

Meetings with Bank staff involve Vice-Presidents and Senior Vice-Presidents, the General Counsel and his Associate, the Secretary, Advisors and Special Assistants, Department Directors and the Executive Secretary of the Development Committee. Memoranda of meetings with the Staff Association are also included. Topics discussed with staff include the Bank's lending programs and budget, financial operations, organization and procedures, work programs and special studies. Among the latter are papers on capital markets; lending rate; financial policy; preference in procurement; agricultural research; commodities; the mining, urbanization and health sectors; agricultural credit; urban, nuclear power and aviation policies; river blindness; nutrition; population; employment; land reform; IDA policies and world development issues. The meetings also included discussions of McNamara's annual speech to the Governors and other speeches and statements, the preparation of Board meetings and other meetings, questions submitted by journalists, McNamara's trips to East and West Africa, and particular issues such as the increase of IBRD capital, the Development Committee, and the establishment of the Third Window.

Personalities meeting with McNamara from outside the Bank are U.S. Treasury Secretaries and other government officials, U.S. Congressmen, heads of international organizations, bankers, businessmen, economists, health specialists and journalists. These conversations concern the IDA and bond issues, marketing legislation, specific lending issues, and development cooperation.

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.

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