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Records of the Office of the Chief Economist Séries

World Development Report (WDR)

The series consists of records relating to the preparation of the annual World Development Report (WDR), including correspondence sent electronically within the WDR team (DECWD), to other parts of DEC, and to other World Bank Group organizations. The WDR team reported directly to DECVP. The team 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 series also contains reference materials, including internal research and discussion reports and external publications. Records 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 Group 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.

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.

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.

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.

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.

Files Maintained by Vinod Dubey, Director, Economic advisory Staff, while Also Serving as the First Liaison Officer to the Paris Club

Much of the correspondence at the beginning of the series concerns Bank efforts to play a greater role in the Paris Club's rescheduling of debts, including admission to informal meetings with credit participants.The appointment of Vinod Dubey as liaison officer was a response to the Paris Club's need, in return, for a central contact point in the Bank. 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 are members 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 deBTOr countries to have agreed on a stabilization program with the IMF as part of the renegotiation process.

Copies of Senior Vice President, Operations Ernest Stern's letter of October 10, 1984 to Philippe Jurgensen, Chairman of the Paris Club, announcing Dubey's appointment as the Bank's liaison officer to the Paris Club regarding all matters affecting specific country negotiations and Stern's November 1, 1984 memo to Operational Vice Presidents on the same subject are in the files. Dubey was serving as Senior Advisor, Country Policy Department at the time of his appointment.

Following his appointment, Dubey continued to receive copies of correspondence forwarded to him concerning the need to increase the Bank's role at Paris Club meetings. Copies of correspondence between Stern and Jurgensen regarding a misunderstanding of the Bank's view of the Paris Club and the Bank's request to provide presentations to the Club on medium-term prospects of some indebted countries are in the files along with other correspondence between Dubey and Vice President, Operations Policy S. Shaid Husain regarding scheduling of these presentations. The files include copies of Dubey's correspondence with Bank regional officials concerning preparations for meetings, drafts of statements and speeches forwarded to Dubey for review before the meetings, background materials concerning countries seeking debt rescheduling, meeting invitations, Dubey's responses to the invitations which list the Bank's delegations to the meetings, back-to Office Reports prepared by Dubey and others representing the Bank at the meetings, and copies of press communiques regarding meetings.

A proof of a lengthy article entitled The Paris Club, 1978-1983 scheduled to appear in the Columbia Journal of Transnational Law is inthe files. A 30 October 1984 note found in the files indicates that the author, Alexis Rieffel, formerly the representative of the U.S. Treasury Department to the Paris Club, was brought to Dubey's attention by Alexander Shakow, Director, International Relations Department (IRDD). A report of a 26 November 1984 meeting of the Coordinating Group of Creditor Countries for Yougoslavia prepared by Dubey and Joseph Ingram, Senior Loan Officer, Country Programs Department was placed in the files along with memos from Ingram regarding Yugoslavia sent to Dubey after the meeting.

Dubey was succeeded as liaison by basil Kavalsky, Assistant Director, Country Policy Department in January 1986 after Dubey was designated Director of that department. Only a small amount of correspondence after that date is in the files and there is no correspondence for 1987.

Also contained in this series are correspondence, memoranda, background papers, reports, handwritten notes, feedback on reports, meeting agendas and summaries, and other materials related to Vinod Dubey's participation in the World Bank's Debt Task Force. The Debt Task Force first met on July 6th, 1987 and was led by Jean Baneth. The Task Force was to re-examine the debt problems of middle-income countries. It was to provide an interim report, undertake country analyses and projections, and examine possible modalities of debt relief schemes and the role the World Bank would play in those schemes. Records date from July 8 to September 22 of 1987.

Correspondence and Other Records of Masood Ahmed, Director, International Economics Department (IEC) Relating to Finance and Development and to Phase II of IEC's Renewal Program

This series consists of two parts. The first part contains International Economics Department (IEC) Director Masood Ahmed's records relating to the publication Finance & Development (F &D). Ahmed was a member of the Joint Fund-Bank Committee on Finance & Development from 1994 until January 1997. His files relating to Finance & Development consist mostly of correspondence with the editor-in-chief of F & D; copies of articles that were considered for publication in F & D; and comments on the proposed articles from Ahmed, IEC staff members, and other members of the Joint Committee. A few agenda and minutes of meetings of the Joint Committee are included in the series. Also included is correspondence sent to Ahmed that details the Bank's decision to discontinue the F & D in March 1997.

The second part of the series contains Director Masood Ahmed's files relating to Phase II of the International Economics Department's Renewal Program, which focus on the data and systems area of the department (established inspring 1995 and called the Development Data Group -IECDD). The files in this series include: intra-IEC memoranda and copies of IEC memoranda to other Bank units concerning the Renewal Program; minutes of meetings of the Redesign Team, the Steering Committee, the Data/System Management Team, and the various Sub Teams; copies of slides from computer-assisted presentations regarding the program made to the Steering Committee, the Departmental Management Team, and the IEC staff; copies of the IECDD briefing packet distributed to staff; notes from planning sessions; and memoranda regarding the reorganization of the Development Data Group.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC), Relating to EDI and the 50th Anniversary of the World Bank

This series contains files that IEC Director Masood Ahmed compiled on the Economic Development Institute (EDI) and the 50th Anniversary of the World Bank. Ahmed agreed in November 1993 to be a member of an informal network to review and comment on some of the internal Bank work regarding plans for the 50th Anniversary. The network was directed by Sarwar Lateef, who was also head of the secretariat to coordinate the Bank-wide 50th anniversary program. The 50th Anniversary files include correspondence withSarwar Lateef, staff in DECVP, and other members of the informal network; agenda for network meetings; comments on drafts of The World Bank at the Threshold of the Twenty-First Century: Learning from the Past/Embracing the Future; and copies of various background articles and papers prepared for the Committee on the Future of the Bretton Woods Institutions and for the 50th Anniversary of the World Bank. In October 1994 Ahmed was tapped to be a member of the Advisory Committee to EDI. The records relatingto EDI in this series include Ahmed's correspondence with the Director of EDI and other members of the Advisory Committee regarding the relaunching of EDI, copies of minutes of meetings of the Advisory Committee, and copies of various issuances regarding EDI from its establishment in 1955.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC)

The series consists of seven parts. The first part contains correspondence and other records dated May to December 1995 and relating to plans for the issuance of Global Economic Prospects 1996 (GEP'96). Included are intra-IEC memoranda concerning overall plans for GEP '96; various drafts of the initiating brief for GEP '96; production schedules; copies of draft chapters with comments from IEC staff; and copies of DEC Notes regarding GEP '96.

The second part consists of memoranda and other records dated March 1994 to March 1995 and relating to the Organization for Economic Cooperation and Development (OECD) and the Development Assistance Committee (DAC). Filed under "OECD" are: Ahmed's correspondence with OECD staff and with Bank staff regarding OECD and DAC matters, March 1994 -March 1995; and memoranda, letters, schedules dated October 21, 1994 to November 15, 1994 regarding Ahmed's attendance at meetings of the OECD Economic Policy Committee, November 8 -10, 1994

The third part consists of agenda and minutes of meetings of the Departmental Management Team (DMT) which included the Director of IEC, the IEC Division Chiefs and other key staff. The records cover the period April 1990 to June 1997 and include minutes and agenda for the periods when D.C. Rao was Director from 1990 to 1993 and when Masood Ahmed was Director from 1993 to 1997. The files also include some background papers that were discussed at meetings and memoranda regarding follow-up actions from DMT meetings.

The fourth part includes agendas and minutes of meetings, memoranda, and correspondence related to administrative actions and planning initiatives by the DEC Vice President's Office from 1994 to 1997. This includes records related to: budget; reporting of department activities; and DEC-wide initiatives. Other records relate to the DEC Communication Strategy from 1995 to 1996, which sought to develop a cross-department communication policy and strengthen its partnership with the Bank's Office of External Affairs (EXT). These records consist of: correspondence between the DEC Vice President, DEC senior managers, other department staff, and EXT; approach paper drafts; agendas; minutes of meetings; and memoranda. Additional communications between the DEC VP, DEC department managers and staff, and EXT are included for the years 1994 to 1996 on a variety of topics.

The fifth part includes records related to a Bank-wide initiative to create an Information Services (IS) and Information Technology (IT) Task Force from 1995 to 1997 to help upgrade and centralize the Bank's IT Systems. Records consist of: correspondence sent to DMT, IEC Division staff, and DEC senior officials; reports, surveys, and audits of Bank IT systems and architecture; and agenda, minutes, and printed presentation slides related to Bank-wide IT development and management. The initiative proposed an Information Management Group (IMG), and sought representatives from units and departments across the Bank, including DEC and IEC.

The sixth part consists of records related to ongoing IEC collaboration with other national, multi-lateral, and external agencies through: attendance at seminars and meetings; exchange and sharing of research, data, and analysis through data systems, publications, and presentations; and policy advisement for international finance, debt, and trade issues. The records include agenda, meeting minutes, memoranda, correspondence, and reports from October 1995 to October 1996 related to the ongoing interaction between Ahmed of the IEC and the United Nations Conference on Trade and Development (UNCTAD). Most records relate to Ahmed's participation in UNCTAD meetings, and exchanging of global trade statistics through UNCTAD produced reports and IEC publications such as Global Economic Prospects (GEP). Other records in this part include agenda, memoranda, and correspondence related to the Bank-funded initiative International Comparisons Program (ICP) dated 1993 to 1997, which partnered with other national, bi-lateral, and multi-lateral institutions to conduct a massive survey of purchasing power parities (PPPs) among countries. IEC played a significant role in providing technical resources to conduct surveys and research, and led data processing and analysis activities. Records of meetings and seminars related to multilateral debt on severely and heavily indebted countries attended by Bank senior officials, or representatives from DEC or IEC are also included. These records consist of agenda, memoranda, meeting minutes, correspondence, briefings for senior officials, and external reports and papers for a variety of meetings, including: the OXFAM international meetings and seminars, 1995; the G-7 Summit-Halifax, 1995; and the G-7 Summit-Lyon, 1996. The bulk of correspondence in these records is internal communications between IEC, DEC, and the Office of the President (EXC) regarding: the content of the meeting and seminars; responses to papers, reports, and speeches related to multilateral debt; and the Bank's potential actions for multilateral debt. Lastly, records from the G-24 Group dated 1995 to 1996 contain external joint G-24 and IMF papers and reports related to various topics on international finance, debt, and trade issues.

The seventh part filed under "Miscellaneous" are memoranda and other records dated 1994 to 1995 concerning: 1) the Annual Bank Conference on Development Economics (ABCDE), May 1 -2, 1995, including memoranda regarding the drafting of the keynote speech; 2) Back-to-Office Reports and other records from DEC staff who attended the UN Symposium on Trade Efficiency that met in Columbus, Ohio, October 17 -21, 1994; and 3) a memorandum concerning guidelines for the Working Paper Series, December 5, 1994.

Development Research Group's Reading File Relating to the World Trade Organization (WTO) Second Ministerial Conference and the 50th Anniversary of the Multilateral Trading System

This appears to be the reading file maintained in DECRG for the delegation representing the Bank at the Second WTO Ministerial Conference and the 50th Anniversary celebration of WTO in Geneva, 18 May 1998 - 20 May 1998. Members of the delegation were: Masood Ahmed, Vice President and Head of Network, Poverty Reduction and Economic Management (PRM), head of delegation; L. Alan Winters, Research Manager, Trade, DECRG; and John Croome, consultant, Permanent Observer to the WTO at Geneva.

Copies of schedules and programs of events; Croome's e-mails regarding arrangements for the conference and celebration; a number of background documents and reports including President Wolfensohn's 27 April 1998 memorandum and report on the WTO initiated Integrated Program for Least-Developed Countries Trade Development which was endorsed by the Executive Board; e-mails and other correspondence and papers exchanged between Ahmed and Winters regarding preparations for the Conference and the Wolfensohn report; and Ahmed's statement to the Second Ministerial Conference are part of the series. The reading file also includes: a copy of a summary of the one-day conference held on 21 May 1998 at Geneva on What About Regionalism hosted by Ahmed and the Graduate Institute for International Studies; a Back-to-Office Report for the Ministerial Conference and the 50th Anniversary celebration prepared by Gloria Bartoli, Senior Economist, Africa Region; copies of e-mails and other correspondence concerning the opening of a World Bank Frankfurt Office in June 1998 and the issue of reopening the Geneva office; and post-Conference/50th Anniversary correspondence relating to WTO.

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.

Stanley Fischer's Chronological File of Correspondence with Non-Bank Organizations and Individuals (External Chronological Files)

Most of Fischer's outgoing letters and memoranda are accompanied by incoming communications. The majority of the letters in this series concern Fischer's contacts with fellow economists and professional and international organizations outside the Bank. Included are: Fischer's letters accepting and declining invitations to speak or otherwise participate in conferences, institutes, symposia, and professional meetings; his responses to letters suggesting topics for his future research and writing; and his responses to letters requesting Fischer's comments on papers and to letters commenting on his papers and other writing. Some incoming letters and memoranda contain Fischer's annotations regarding the response to be prepared.

The remainder of the series includes: Fischer's letters of invitation sent to academics and other outside economists to participate in informal workshops, seminars, and conferences sponsored (or co-sponsored) by the Bank; Fischer's thank you letters to participants following these events and to officials with whom he met during overseas trips; and occasional memoranda Fischer sent to individuals inside the Bank.

Briefing Books, Travel Documents, and Travel-Related Correspondence of Nicholas H. Stern

This series contains the briefing books, travel documents, and travel-related correspondence for Senior Vice President and Chief Economist Nicholas H. Stern. The files include information on his trips to Washington, DC from March to June 2000 before he officially took charge as Chief Economist. Some of the files (e.g. those for brief trips to Boston, New York, London, and Ottawa) contain only travel documents (such as itineraries and e-mails regarding travel arrangements), but the more extensive files include briefing books containing: daily schedules and agenda; outlines of the objectives and themes for the visit or the Bank's strategy for a conference; biographical data on officials with whom Stern met; talking points for meetings; background information on and summaries of Bank projects in the countries he was scheduled to visit; copies of Bank documents (e.g. country assistance strategies, Implementation Completion Reports, OED evaluations of Bank projects, loan status reports) relating to the country visited; formal invitations to special events; copies of Stern's presentations and related Power-point slides; press releases; and extensive intra-Bank correspondence regarding trip plans and drafts of Stern's presentations. Many files include copies of Stern's Back-to-Office Reports to President Wolfensohn and Stern's own extensive notes from meetings. If Stern attended a conference, the conference documents (program, list of attendees, background documents) are included. If Stern accompanied President Wolfensohn on a trip (e.g. Brazil, March 28 - 29, 2003), a copy of the President's briefing book is in the files.

Michael Bruno's Chronological Correspondence File (Internal and External Chronological Files)

Both incoming and outgoing correspondence is included in this series. The incoming correspondence in the first part of the series documents Bruno's roles as Manager of the Development Economics Vice Presidency, Chief of Research for the Bank and the Bank's principal economic adviser, Chairman of the Research Committee, and Chairman of the Economist Panel. The letters from January to August 1993 were signed by D.C. Rao who was serving as Acting DECVP until Bruno's assumption of duties.

EDI funding and programs, selection of topics for annual World Development Reports, DEC Business plans, relations with the World Trade Organization (WTO), liaison functions with Berne Union and the Paris Club, and Terms of Reference for DEC department heads leading missions are among the many subjects of Bruno's correspondence with DEC department heads and Bank Managing Directors in the first part of the series. Responses to Ernest Stern, Chairman of the Loan Committee, on lending options and comments offered for Country Assistance Strategy (CAS) Reviews are also in the first part of the series along with Bruno's reports on his 1994 visits to India; Slovenia, Slovakia, and the Ukraine; Brazil and Argentina; and South Africa, Senegal and Kenya.

The internal correspondence file relating to Bank President James D. Wolfensohn in the second part of the series includes informal memos and notes from Bruno to Wolfensohn on Bank-Fund [IMF] relations and collaboration and issues raised in policy papers and presentations; background papers prepared for Wolfensohn on various subjects including the closure of the World Bank office in Geneva and Wolfensohn's forthcoming trip to Russia and Hungary; and copies of Wolfensohn's staff announcements. Bruno's elevation to Senior Vice President and to the President's new Executive Committee is part of the December 7, 1995 Announcement to Staff on the Restructuring of the Bank's Top Management. Also placed in the file is a copy of a Wolfensohn December 26, 1996 memo addressed to all staff announcing Michael Bruno's death on December 25, 1996 in Jerusalem. Bruno had left the Bank earlier in 1996. Filed at the end of the internal correspondence in the first part of the series is a small amount of Lyn Squire's correspondence while serving as Acting DECVP following Bruno's departure from the Bank. It includes correspondence concerning meetings with Joseph Stiglitz in January 1997. Filed immediately following the internal correspondence are comments and other correspondence concerning the 1994 WDR.

The external correspondence file relating to Bank President Wolfensohn includes letters from outside organizations and private individuals forwarded to Bruno by the President's office requesting that a response be prepared in DEC for Wolfensohn's signature, Bruno's signature, or for signature by one of the DEC department heads. Background information provided to Wolfensohn to use in his replies and information copies of Wolfensohn's correspondence forwarded to Bruno are also in this external correspondence file.

Records of the General Research Advisory Panel and the Special Research Advisory Panels

This series contains the records of the General Research Advisory Panel (GRAP), reports of most of the Special Research Advisory Panels, and detailed records of two of the Special Panels: the Research Advisory Panel on Industrial Development and Trade (ID and T) and the Research Advisory Panel on Income Distribution and Employment (RAPIDE). The GRAP was a panel of outside experts chaired by Sir Arthur Lewis and established by the Bank in 1978 to review the entire research program of the Bank. GRAP was assisted in its work by eight Special Research Advisory Panels which examined and made recommendations on Bank research in specific sectors: Agriculture and Rural Development; Industrial Development and Trade; Commodities; Energy, Water and Telecommunications; Transport; Income Distribution and Employment; Education; and Population. For administrative purposes, the panels were assigned to the Office of the Vice President, Development Policy (VPD), and Suman Bery in VPD served as secretary.

The GRAP records include: biographical notes on and Terms of Reference for panel members; a letter of appointment for each panel member; extensive background documents on the World Bank, the World Bank research program, and the Research Committee; lists of assignments for individual panel members; schedules for the October 26 - 28, 1978, March 5 - 7, 1979, and June 6 - 8, 1979 meetings and handwritten notes from the October and June meetings; various drafts of the panel's report and comments on the drafts from Bank staff; drafts and the final printed copy of President McNamara's November 6, 1979 memorandum to the Executive Directors regarding the GRAP report; the final printed GRAP report dated August 13, 1979 (R79-221); a Summary of Discussion at the Meeting of Executive Directors of the Bank and IDA, December 4, 1979 at which the GRAP report was discussed; memoranda to VPD Chenery regarding the responses of individual Executive Directors to the GRAP report and to President McNamara's memorandum on the report; and Bank staff memoranda regarding the GRAP recommendation for a Research Subsidiary in the Bank. Also included are 1979 - 1980 Bank memoranda regarding: planned follow-up to the GRAP report; funding and guidelines for research; and the Development Policy Staff (DPS) work program and budget for FY 81.

The records of the Research Advisory Panel on Income Distribution and Employment (RAPIDE) include: biographical notes on and Terms of Reference for panel members; individual panel members' letter of appointment and correspondence with other panel members and with Michael Beenstock in the Policy Planning Division who served as coordinator for RAPIDE; copies of Bank documents Beenstock provided the panel members as background material, including a number of memoranda concerning the Bank's research on Income Distribution and Employment; a list of specific assignments for individual members; the schedule for the panel meeting held October 10 - 12, 1977; correspondence with the chair of GRAP regarding the work of the RAPIDE members; various drafts of portions of the panel's report; a copy of the final draft, dated April 10, 1978; and comments from Bank staff on that draft.

The records of the Research Advisory Panel on Industrial Development and Trade (ID and T) include: biographical notes on and Terms of Reference for panel members; letters of appointment; background materials including memoranda and reports from Bank staff regarding research on industry and trade; schedules for the July 17 - 1, 1978, October 10 - 12, 1978, November 30 - December 2, 1978, and February 8 - 9, 1979 meetings and handwritten notes from the July and October meetings; various drafts of the panel's report and comments on the drafts from Bank staff; and copies of first and second Interim Reports of the Industry and Trade Research Steering Committee.

Included in this series are draft final reports for all the special panels except the ones on Population and on Education which are filed separately in (see folder numbers 30135058 and 30135060). Also included are copies of the Terms of Reference and the background reports for the Panel on Energy, Water and Telecommunications and a July 13, 1978 memorandum outlining plans for future work for the Panel on Transport.

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.

Correspondence Concerning the World Bank's Research Program

This series contains primarily letters and memoranda sent and received by the staff of the Vice President, Development Policy (VPD) and by members of the Development Policy Staff and departments. The series consists of two parts: general correspondence and correspondence concerning research on specific subjects (sectors). Much of the general correspondence is from the secretary of the Research Committee (RC) forwarding to committee members meeting agenda, packets of materials to be reviewed in meetings, and minutes of meetings; establishing informal review panels to evaluate research proposals; requesting or commenting on project narratives, status reports, project abstracts, or completion reports from project managers; responding to requests for research funds from non-Bank economists; and transmitting ideas for the World Development Report (WDR) to the WDR staff.

Other correspondence includes letters from VPD Chenery inviting Bank staff to be members of the Research Committee; memoranda from the chairsof review panels reporting the results of the panels' reviews; memoranda from the RC secretary and from other VPD staff outlining procedures for submission and review of research proposals and explaining why a research proposal was not approved by the RC or what changes were required before approval would be granted; letters from Regional economists or from sector staff transmitting research proposals to the RC; and memoranda from the Director, Development Policy, responding to questions from the Executive Directors regarding the Bank's research program. Beginning in May 1978, much of the correspondence consists of copies of letters sent by President McNamara and by VPD staff to members of the General Research Advisory Panel and the Special Research Advisory Panels. Also included is correspondence regarding implementation of the Panels' recommendations. At the end of the general correspondence, there is a folder containing copies of the FY 1977 annual report: World Bank Research Program, January 23, 1978, and a June 19, 1979 Updating Report on the World Bank Research Program.

The second part of the series, which primarily concerns sector research, includes comments on research proposals, review panels' decisions on proposals, Back-to-Office reports from research-related missions, and correspondence responding to GRAP recommendations for research in a sector.

Correspondence and Files Created for Research Projects in Support of Operations (Operations Policy Files)

The series consists of correspondence of Departments and of other organizational units of the Development Policy Staff (DPS), Central Projects Staff (CPS), and the Regional Offices primarily with the Vice President, Development Policy (VPD), the Director, Development Policy, and the DPS Research Adviser concerning research projects in support of operations. Most of these projects were funded through the Bank's External Research Budget beginning in 1972, but the series also includes correspondence relatingto research funded through Department resources. The remainder of the series consists of: research project files, 1972 - 1974 and sector research files, 1975 - 1977.

The research correspondence for the 1972 - 1974 period includes: research proposals forwarded by DPS, CPS, and Regional Office departments to the Research Committee; reports of reviews of research proposals by Research Committee review panels; memos concerning funding estimates for approved research projects; lists of projects requiring funding submitted by the Departments; research project status reports; correspondence of VPD, Bank Departments, and Regional Offices with outside consultants conducting research for approved projects; Terms of Reference (TOR); Back - to - Office Reports (BTOs) for missions associated with research projects; and research proposals from outside researchers and multi-national organizations and responses to these proposals. Also with the 1972 - 1974 correspondence is a copy of the pamphlet World Bank Research Program - Policies and Procedures.

Found with the 1972 - 1974 correspondence are reports prepared in 1973 at the request of Ernest Stern, (Director, Development Policy), which provided information for the first comprehensive report on the Bank's external research program in 1973. Among these reports is a 28 September 1973 status report prepared by the Director, Policy Planning and Program Review Department, DPS of 58 policy papers underway and planned for FY 1974 - FY 1975 and policy papers added, completed, and dropped. A November 30, 1973 update of this report is also in the files. Also among the 1972 - 1974 correspondence are copies of letters and other correspondence concerning the Task Force on Education and Development (ECIEL) and other research issues coming out of the conference on social research held at Bellagio, Italy in February 1974 and co-sponsored by the Ford and Rockefeller Foundations, the Bank, the International Development Research Centre (IDRC), and the U.S. Agency for International Development (AID). Filed at the end of the correspondence for 1972 - 1974 are project files relating to various topics including anthropology, export promotion and preference, growth potential of iron ore from developing countries, and urban transport and the automobile.

The research correspondence for 1975 - 1977, while similar in content to the earlier 1972 - 1974 correspondence, includes for the first time copies of mostly administrative correspondence of the Secretary to the Research Committee, Orville F. Grimes, Jr., including copies of Research Committee review panel announcements and minutes of Research Committee meetings. The 1975 - 1977 correspondence also includes Grimes' memos to supervisors of external research projects requesting input for the Abstracts of Current Studies booklet issued annually; copies of revisions of procedures for preparation and submissions of research proposals and informal guidelines for panel review of proposals issued by the Research Adviser; a copy of a bibliography on foreign aid prepared in VPD and furnished to the Executive Directors (EDS) on 19 March 1976 covering publications dated from 1968 to 1975; drafts of sections of the Annual Report on Research forwarded for comment by VPD; correspondence concerning the formation in 1977 of the Research Advisory Panel on Income Distribution and Employment (RAPIDE), including an informal history of the origins of the Research Committee prepared by Grimes (10 October 1972); and a report prepared at VPD's request by the Chief Economist, Latin America and the Caribbean Regional Office, concerning prospective research in country analysis and identification of areas justifying increased external funding or internal staff time.

Immediately following the research correspondence, 1975 - 1977 are three folders, apparently created by Grimes, which contain copies of grey cover annual reports of the World Bank Research Program for 30 December 1975, 8 January 1975, and 13 January 1977, and an annotated draft of the annual report for 1978. A folder on cotton research precedes the 1975-1977 sector research project files which are similar in content to the earlier (1972 - 1974) research project files. The kinds of documents found in the three 1975-1977 research study files at the end of the series (Kenya Socio-Economic Impact, Private Sector Development Study, Socio-Economic Impact Study) are similar to those found in the earlier research project files.

Berne Union Files Maintained by Development Finance Services, Economic Program Department

The International Union of Credit and Investment Insurers (Berne Union) was formed in 1934 with members from France, Italy, Spain, and the United Kingdom. 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.

The January 1965 to January 1970 files cover the period when Andr Nespoulous-Neuville served as a World Bank observer to Berne Union Extraordinary General Meetings held in January and Annual General Meetings usually held in May of the same year. Most meeting files for the period include correspondence regarding meeting arrangements, provisional and final programs and lists of participants, lists of countries to be reviewed at the meetings, press releases (press notices), minutes of the meetings provided by the Berne Union Secretary-General, and the observer's Back-to-Office reports. Some of Nespoulous-Neuville's reports and other correspondence regarding Berne Union are addressed to the President of the Bank, the Director and Associate Director of the Development Services Department, and the Director, Development Finance Services where he was on staff.

The file for the 20 - 25 May 1967 Annual General Meeting in Wiesbaden contains a copy of a statement made by Nespoulous-Neuville at the meeting on the World Bank's Staff Study of Supplier' Credits from Industrialized to Developing Countries. The file for the 16 - 20 January 1967 meeting in Meg?ve includes a copy of a January 26, 1967 letter from Nespoulous-Neuville to the Secretary-General of Berne Union informing him that the Berne Union President had agreed at the meeting to send the World Bank all documents of general interest to the Bank. Most of the files dated after this letter usually include statistical data and other Berne Union documents not previously distributed to the Bank. The file for the London meeting, June 4-9, 1968 is the first to include a letter of invitation to the observer to participate in country review discussions at the meetings.

Nespoulous-Neuville left Development Finances Services before the May 1970 Annual General Meeting and was succeeded as a Bank observer at that meeting by Ugo Sachetti, the Director, Development Finance Services, which became the International Finance Division in the January 15, 1971 Bank reorganization. Sachetti served as observer through the May 1971 Annual General Meeting held in Washington, DC. Among topics discussed at that meeting were the responses to a questionnaire regarding the availability of export credit insurance to Ghana. Some responses are part of the file for that meeting.

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.

Files Maintained by Vinod Dubey and Enzo Grilli, Directors, Economic Advisory Staff, Related to Collaboration between the World Bank and the International Monetary Fund

The bulk of the series consists of Policy Framework Papers (PFP) and related records documenting Bank/Fund collaboration in connection with the Fund's Structural Adjustment Facility (SAF), and the later Enhanced Structural Adjustment Facility (ESAF) from April 1986 to September 1991. These files are arranged in three segments. The first two segments are arranged alphabetically by client country and maintained primarily by Vinod Dubey when he was Director of the Country Policy Department (CPD) and Directorof the Economic Advisory Staff (EAS). The third segment focuses on Bank-Fund collaboration in reviewing the PFP process and the SAF program, and development of the ESAF program. The country files may include comments on a draft PFP from Regional staff, the Economics and Research Staff, and the Senior Vice President for Operations (SVPOP); minutes of meetings of the Operations Policy Subcommittee and the Operations Policy Committee at which the PFP was discussed; and summaries of discussions and agenda and minutes of meetings of the Committee of the Whole at which a PFP was discussed.

Additional PFP related records include program review and development records maintained by Enzo Grilli when he was Director of EAS. The records include: IMF papers submitted to the Executive Board related to PFP extensions and PFP modifications; IMF proposal papers related to ESAF operational and financial arrangements, legal documentation, and access and monitoring procedures; SAF/ESAF review papers submitted to the IMF Executive Board; and IMF Executive Board meeting minutes related to SAF/ESAF review. The records also consist of materials related to the IMF/Bank Working Group on PFP Issues and the Bank/IMF Seminar with Donors on PFPs. The records include Working Group meeting minutes and summary reports, and papers prepared by both IMF and Bank staff for the PFP Seminar. Lastly, records related to PFP procedures and practices, and country schedules for PFPs are also included.

The series also consists of background correspondence concerning the compilation of three reports on Bank/Fund collaboration between 1984 and 1990. The initial report was issued in February 1985; the second report was issued in May 1986 to document progress on Bank/Fund collaboration during the previous year. A third report was issued in July 1990. Final copies of reports are in the files. Records related to the Bank/Fund collaboration report include: President's Memoranda sent to the Bank's Executive Board of Directors; Executive Directors meeting minutes and notes; and meeting minutes held between Senior Vice President of Operations (OPNSV) Moeen Qureshi, and Senior Staff of IMF regarding the report. Vinod Dubey in the Country Policy Department (CPD) had responsibility for coordinating the Bank's input; C. David Finch was the IMF contact. This responsibility continued with Dubey and Grilli in EAS.

The series also includes records dealing with Bank/Fund collaboration from February 1972 to February 1984. The records come from Development Policy Staff (DPS) units from the Development Policy Vice Presidency (VPD), the Economics and Research Staff (ERS), and from Vinod Dubey while he was the Chief Economist in EMENA. The records are primarily intra-Bank memoranda and reports.

The series also consists of copies of Bank-wide records outlining Bank/Fund collaboration from 1966 and 1970 to 1979. The records were compiled by the Program Review Division (PRD) of the Policy Planning and Program Review Department (PPR) of the VPD, and includes intra-Bank memoranda, joint Bank/Fund memoranda, PPR and PRD memoranda, notes regarding the meetings of the Bank/Fund Working Group, which first met April 3, 1974, and published articles regarding the Bank/Fund relationship.

The series also includes records related to Bank-Fund collaboration on arrears for member countries, or overdue debt obligations to the Bank and IMF from 1988 to 1991. The records include: approach papers and reports produced by the IMF countries in arrears; IMF Executive Board meeting minutes regardingarrears; Joint Audit Committee (JAC) meeting minutes regarding joint IMF/Bank review of countries in arrears, and debt relief strategies for arrears; records related to preparation of collectability papers for countries in arrears; and incoming and outgoing correspondence records for EAS Directors Vinod Dubey and Enzo Grilli, Senior Vice President of Operations (OPNSV) Moeen Qureshi, Senior Vice President of Finance (FINSV) Ernest Stern, and Bank President Barber Conable regarding arrears. Country files are also maintained and include memoranda and correspondence focused on the following topics: arrears clearance, arrears country strategies and reviews, approach papers, and issue papers prepared for individual arrears member countries.

The series also consists of records related to EAS involvement in IMF/Bank collaboration on joint IMF/Bank papers, press releases, and publications for the years 1988 to 1991. The records include numerous draft papers with attached EAS comments related to economic policy topics, such as debt, export credits, or balance of payments (BOPs). EAS comments on drafted IMF press releases and joint IMF/Bank communiques for the IMF/Bank Annual Meetings and Interim Committee are also included.

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.

Apex and Retrospective Review Reports Maintained in the Policy and Review Department

These files were maintained by Richard Woodford, Program Coordinator in the Office of the Senior Vice President, Policy, Planning and Research (SVPPR); Gregory Ingram, Principal Adviser, Policy and Research, Policy and Review Department (PRD); and Amarak Shalizi in the Program Management Unit (PRDPM) in PRD. PRD reported to the Senior Vice President, Policy, Research and External Affairs (PRESV).

  • The Apex Reports covering all PPR (later PRE) organizations, including DEC, were prepared at the end of each fiscal year quarter from feeder reports prepared by all PPR (PRE) organizations and included a summary of the status of principal elements of the current fiscal year's budget plan and descriptions of activities and accomplishments of each organizational unit. Annexes to the Reports provided listings of major policy and research papers completed or initiated during the quarter.

  • Retrospective reviews were conducted for PPR (later PRE) organizations after the close of a fiscal year. They provided Department Directors, Vice Presidents, and the Senior Vice President opportunities to compare organization performance against the fiscal year budget plan, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level.

  • A folder containing a draft of and supporting materials for a briefing book for an Executive Directors budget Priorities Colloquium has also been included in this series. Thecolloquium was held on 9 October 1990 and appears to have been organized by the SVPPR and PRD.

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.

Review Files for Policy Papers/best Practices Papers, and Other Publications and Issuances, Policy Development Unit, Policy and Review Department

This series documents the review process for World Bank Policy Papers, best Practices Papers, and information papers, most of which were generated by Policy, Research, and External Affairs (PRE) units. Also included are a file for Development Committee papers and files for annual publications such as the World Development Report and Global Economic Prospects. The files, which were maintained by Geoffrey Lamb and the Policy Development Unit (PRDPD), generally contain a copy of the initiating policy brief for the paper, copies of all the major revisions of the paper, copies of comments on the paper from high-level Bank managers, notes and minutes from meetings at which the paper was discussed (e.g. review meetings within the concerned complex, PRE managers' meetings, meetings of the PRE Committee, and meetings of the President's Council or the Committee of the Whole), and information about Board seminars regarding the policy outlined in the paper. The file for the Task Force on Environmental Action contains only the final report. In addition to the files for specific policy/best practices papers, one folder (filed under Pending correspondence) contains 1991 memoranda and intra-Bank correspondence on a number of policy papers that were still pending when PRD was abolished on November 30, 1991. The several files that predate the establishment of PRD contain only an initiating brief.

Studies Generated by the Strategic Planning Division (SPRSP), Strategic Planning and Review Department

Filed in this series are copies of studies generated by consultants and staff in the Strategic Planning Division (SPRSP) of the Strategic Planning and Review Department. Filed with some of the studies are memoranda between the author and SPRSP staff or between SPRSP staff and the SPR Director. Although some of the papers were issued as PRE Working Papers and/or SPR Discussion Papers, most were not published. Of special note is the paper, Strategic Planning in the World Bank, 1987-1990, by SPR staff member Norman Hicks, which provides a history of strategic planning in the Bank and the role of SPRSP in that process and analyzes the successes and failures of SPRSP. The annex to the paper contains a list of the major products of the Strategic Planning Division, most of which are filed in this series.

Chronological File of the Policy Development Unit (PRDPD), Policy and Review Department

This series contains copies of the outgoing letters, memoranda, and facsimile messages from the chief and other members of the Policy Development Unit (PRDPD). Included with the outgoing messages are a few incoming memoranda from the Director of the Policy and Review Department (PRDDR) and from the Senior Vice President, Policy, Research and External Affairs (PRESVP). Much of PRDPD's correspondence concerns the scheduling of review work on policy papers, comments on draft policy papers, coordination of PRE policy matters with the Board, and the compilation of information for the inventories of policy products. PRDPD had responsibility for managing the PRE Committee, and this series includes memoranda transmitting schedules, agenda, and minutes of meetings of the Committee, some of which include copies of the papers to be discussed by the Committee. Also included are 1991 agenda of the New Products Working Group and materials for the first meeting (September 4, 1991) of the Working Group on Military Expenditures.

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.

Pre-Operations Committee Briefing Memoranda of the Policy Analysis and Review Division (SPRPA), Strategic Planning and Review Department

This series primarily contains briefing memoranda prepared by staff in the Policy Analysis and Review Division (SPRPA) of the Strategic Planning and Review Department. SPRPA was the predecessor to the Review and Analysis Division (PRDRA). The memoranda, which analyze documents to be discussed at an Operations Committee (OC) meeting and propose a position to be taken by the Chief Economist (DECVP), were forwarded to the Chief Economist and, in some cases, also to the Vice President for Sector Policy and Research (PREVP). Most of the items discussed in the briefings are Country Strategy Papers and adjustment loan/credit documents. Included in the series are several agenda for OC meetings and some post-Operations Committee meeting memoranda summarizing the discussion at an OC meeting.

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.

United Nations Conference on Trade and Development (UNCTAD) Files of the Special Representative to the U.N. Organizations in Geneva Relating to Least Development Countries (LDCs)

Included in the series is the 1982 correspondence between L. Peter Chatenay while assigned to the International Relations Department (IRD) and Representative Mahmud Burney regarding Bank/UNDP/UNCTAD cooperation on Least Developed Countries (LDC) issues and meetings attended on LDC issues. Correspondence between the two concerning LDCs continued after Chatenay succeeded Burney as Representative and Burney was designated Senior Adviser, U.N. Affairs, IRD. Also in the series is Chatenay's correspondence with other IRD officials and Representatives Siebeck and Baneth's correspondence with Bank Headquarters and U.N. officials on various LDC issues and the Second United Nations Conference on the Least Developed Countries held in Paris on 3 March 3 1990 - 14 March 1990. Copies of statements made by Bank officials at the Conference are part of the series.

Subject Files of the Office of the Special Representative to the U.N. Organizations in Geneva

Most of these files appear to have been created while Wolfgang Siebeck (1986-1989) and Jean Baneth (1989-1992) served as Special Representative. A few files contain documents of earlier Representatives who served during the 1980s (Mahmud Burney and L. Peter Chatenay) and of Jean Baneth's successor in 1992, Sorsa Piritta. Documents placed in these files include not only memoranda, electronic messages, speeches, and statements prepared or received by the Representatives but also memoranda and other documents prepared by members of their staffs and other Bank officials.

A few files (Women, North/South Roundtable on Trade) contain only a single document but others are more substantive. The International Labor Organization (ILO) files (1982 - 1990) contain considerable correspondence of both Siebeck and Baneth covering coordination between the World Bank and ILO. In some of the correspondence, Siebeck is identified as Director, International Relations Department, Geneva Office (IRDGO). Much of the correspondence in the Human Rights file pertains to Baneth's participation as Bank representative at meetings of the U.N. Centre for Human Rights and preparations for the 1993 U.N. Conference on Human Rights. The file also contains some correspondence of earlier Representatives concerning human rights issues. The Gulf Crisis file (26 October 1990 - 16 July 1991) includes Baneth's (and his Administrative Assistant's) correspondence concerning United Nations Disaster Relief Organization (UNDRO) efforts on behalf of displaced persons in the Middle East during the crisis. Correspondence was exchanged during the crisis with the Vice President, Corporate Planning and budget Robert Picciotto; the Senior Vice President, Policy Research and External Affairs Wilfred Thalwitz; and the Director, External Affairs Alexander Shakow.

Correspondence and Reports of the Office of the Special Representative to the U.N. Organizations in Geneva Concerning Negotiation of General Agreements on Tariffs and Trade (GATT) for the Uruguay Round

Most of the records were maintained by Special Representatives Wolfgang Siebeck and Jean baneth who were also referred to as Directors of the Geneva office from 1986 to 1992. Baneth was succeeded by Pritta Sorsa in 1992. Beginning in 1987, the Geneva Office reported as SPRGE to the Senior Vice President, Policy Research and External Affairs (SVPRE). After the restructuring of the Policy, Planning, and Research Complex (PPR), the Geneva Office reported to the Senior Vice President, Policy, Planning and External Affairs (PRESV). As the GATT negotiations gained momentum, the Geneva Office was upgraded and transferred to the Front Office of PRESV, reporting as PREGE. Following the termination of all Senior Vice Presidencies in the Bank, the Geneva Office was transferred to the Front Office of DEC on December 12, 1991 and began reporting as DECGE to the Vice President, Development Economics and Chief Economist (DECVP).

The Uruguay Round, the eighth GATT multilateral trade negotiation, was launched in September 1986 in Punta del Este and was completed in 1994. This series includes correspondence with Headquarters of the Representatives and others designated as observers at various Trade Policy and GATT Council meetings. Subjects include: general progress of the Uruguay Round; development of a handbook on multilateral trade negotiations to support developing countries in the Uruguay Round; Bank participation in seminars and workshops to provide technical assistance and support to developing countries in the Uruguay Round; Bank access to country trade and tariff data; and arrangements for visits of the Director General and the Personnel Director of GATT to the Bank in Washington, DC.

With the correspondence are documents provided to the Special Representatives by the GATT Secretariat headquartered in Geneva including Trade Policy Review reports (1989 - 1993) documenting reviews of trade policies and practices by the GATT Council. Also included are documents furnished by the GATT Secretariat concerning acceptances(Protocol of Accession) to GATT of Bolivia, Bulgaria, China, Costa Rica, Ecuador, Guatemala, Panama, Paraguay, and Nepal (1987 - 1992) and Romania, Switzerland, Tunisia, and Venezuela (1990 and 1992). Documents concerning the renegotiation of Terms of Accession for Poland (1991 - 1992) and working papers and notes of meetings at the Uruguay Round and the mid-term review of the Round completed in Geneva in 1989 were also furnished by the GATT Secretariat.

The Geneva Office continued to represent the Bank in the GATT negotiations in the Uruguay Round and in meetings of UNCTAD and other U.N. organizations at Geneva. As the Uruguay Round negotiations came to an end, the Geneva Office was closed on June 30, 1993. After the Geneva Office closed, its functions were provided through a combination of Geneva-based consultants and Headquarters staff sent to Geneva.

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.

Front Office Business Plans for Fiscal Years 1991-2000

These copies of DEC Business Plans were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. Prior to the 1992 reorganization, DEC Business Plans were submitted to the Senior Vice President, Policy, Planning and Research (PPRSV). After the reorganization of that year, they were submitted to the Director, Planning and budgeting Department (PBD). The plans were submitted for all DEC units. The Business plan was a major component of Bank budget cycles and provided information from DEC that would become part of priorities and framework papers presented to the Board. The Business plan also served as the basis for DEC's next fiscal year work program and budget, described each DEC organization's plans for the following two or more fiscal years, described each organization's underlying strategy and work program, and indicated plans for special emphases and topics that cut across department and other organizational boundaries. Included in files aredraft and final Business plans, submissions for each DEC unit, background correspondence, data relating to the preparation of the plans, and copies of monitoring reports. The FY 1998 - 00 [2000] DEC Business Plan was prepared in April 1997 in anticipation of the Bank reorganization by July 1 of that year which would form as major parts of DEC a new Research, Data and Prospects Group and an Economic Development Institute and Leadership Center (EDI) in alliance with the Bank's new Strategic Compact.

Records of the Country Policy Department (CPD)

The series includes records maintained by the Country Policy Department (CPD) and its subordinate divisions and units from 1981 to 1986. The records include correspondence and memoranda maintained by the CPD Directors, divisionalstaff, and unit staff. The records also include discussion papers, policy papers, and reports produced by the CPD divisions and units with comments for review.

EAS Working Group and Task Force files

This series includes records related to Economic Advisory Staff (EAS)participation in Bank working groups and task forces. This includes records related to the Country Risk Management and Portfolio Review Working Group from 1989 to 1991. The Working Group was led by the Bank's Risk Management and Financial Policy Department (FRS), but the Working Group consisted of representatives from EAS, and many other units in the Bank. The records relate to review of country risk monitoring and financial risk assessment functions performed by FRS. The records include: correspondence and memoranda from EAS staff, FRS staff, Working Group representatives, and senior Bank officials; meeting minutes and agenda from the Working Group, the Operations Committee (OC)of the Operations Senior Vice Presidency (OPNSV), and the Finance Committee of the Finance Senior Vice Presidency (FINSV); and reports with comments produced in support of the Working Group, including copies of the Country Risk Management and Portfolio Review report.

The series also includes records from the Task Force on Exposure Guidelines from 1989 to 1990. The task force was led by EAS Director Enzo Grilli, and done in close collaboration with the Bank's regional units and FRS. The task force was formed to re-evaluate and review the Bank's exposure guidelines used to assess member countries and the Bank's exposure to major financial risks such as debt obligations. The records include: memoranda and correspondence; Task Force meeting minutes and agenda; recordsrelated to Country Robustness Analysis surveys performed as part of the Exposure Guidelines Task Force exercise; and draft and final Exposure Guidelines reports with comments.

Subject Files of Masood Ahmed, Director, International Economics Department (IEC) Concerning the Development of the Poverty Reduction and Economic Management Network (PREM)

In early 1996, Masood Ahmed began a transition from the position of the Director of International Economics Department (IEC) to Vice President of the Poverty Reduction and Economic Management Network (PREM). The IEC was terminated within the DEC Vice-Presidency in July 1997, and PREM was launched in July 1997. The DEC VP oversaw much of Ahmed's transition into PREM, primarily because a large portion of IEC, its subordinate department, was absorbed by the new network, and DEC was re-organized as a result. This series consists of records from this transition period, and Ahmed's involvement in planning and implementing PREM.

The series consists of chronological files, including communications between Ahmed and the DEC Vice-President Joseph Stiglitz. The records primarily relate to: the re-organization of DEC with the closure of IEC; PREM's possible collaboration with or inclusion in DEC; updates on the planning of PREM; and what functions and actions will be mapped into potential sector departments in PREM. These records date from December 1996 to June 1997. Additional chronological files consist of correspondence and memoranda related to various discussions, topics, and meetings concerning PREM's launch, and administrative structure. Ahmed's handwritten notes are also interfiled among the chronological files. These records date from November 1996 to December 1997.

The second part of the series contains records related to PREM planning meetings and retreats. These records concern the Operations Vice Presidents (OVPs) -meetings and retreats attended by Network Heads from other newly launched networks. The OVP meetings records contain: agenda and meeting minutes; correspondence; memoranda; budgeting reports; business plan reports for each network; and network update reports for various meetings and retreats from December 1996 to August 1997. Separate subject files for the other two networks involved in the OVP meetings (Environmentally and Socially Sustainable Development Network [ESSD] and the Human DevelopmentNetwork [HDN]) are also included. Other planning materials relate to: development of sector departments and boards; development of PREM functions; short-term outputs for the PREM launch; development of PREM technical standards; budgeting for PREM; development of PREM knowledge and information infrastructure; and development of PREM evaluation and monitoring. These meeting records include agenda and meeting minutes, memoranda, correspondences, and handwritten notes. PREM produced reports, business strategy plans, and printed presentation slides are also included. These records date from January 1997 to December 1997.

The last part of this series includes records related to selection of management for PREM and mapping of staff for potential sector departments. These records consist of Ahmed's handwritten notes; potential candidate lists; background information, including CVs and biographical information; memoranda; agenda and meeting minutes from selection management meetings; and correspondence discussing candidates. Some of the records relate to the Poverty and Social Policy Department (PSP). This department briefly fell under the IEC's supervision following the closure of the Human Capital Development Vice Presidency (HCD) in December 1996. The PSP became the Poverty, Gender, and Management Units (PGP) during this short period in the first half of 1997. PGP staff was eventually mapped into the new sector departments of PREM. The PSP records discuss this staff mapping from PGP into PREM and also the absorption of past PSP functions and activities into PREM. Similarly, mapping and management selection records discuss disbursement of staff from Ahmed's own IEC, which was closed in mid-1997. PREM additionally mapped and selected candidates from other sources. Records related to the Bank Human Resources and management selection meetings discuss potential candidates and selection procedures. The mapping and management selection records are dated January 1997 to December 1997.

Front Office Quarterly Monitoring, Mid-Year, and Retrospective Review Reports

Most of these copies of DEC 's Apex, Quarterly Monitoring, Mid-Year, and Retrospective Review Reports were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. The FY 92 Apex Reports were submitted after the end of the first quarter to the Policy and Review Department (PRD) before that unit was abolished in the 1992 reorganization. The FY 92 DEC Apex Reports described the status of DEC's implementation of the FY 1992 PRE [Policy, Research and External Affairs] Management Contract, compared quarter outcomes with the original plan in the Contract, described major activities/accomplishments by program objective category (POC), and described the status of EDI's development training program and EXT's [External Affairs Department] public information work and publications program. The report also commented on cross-cutting topics such as private sector development, environment, poverty, and women in development.

In FY 93, the Apex Reports were renamed Quarterly Monitoring Reports and, similar to the earlier Apex Reports, described progress of DEC departments against their individual Management Contracts and commented on cross-cutting topics. Guidance memoranda, divisions' submissions, and other related correspondence are found with the Monitoring Reports submitted to the Director, Planning and budgeting Department (PBD) following the First (FYs 93 - 95) and Third (FYs 94 - 97) Quarters of the fiscal year.

DEC's Mid-Year Review Reports (FYs 92 - 94, 96, 97) were prepared to provide bases for estimating whether fiscal year objectives and plans would be achieved. They covered structural changes within DEC and cross-support activities and compared first-half of the year performance of the DEC Departments and other units to the Management Contracts. Sometimes the Mid-Year Review Reports were accompanied by requests to PBD for additional funds for the second half of the fiscal year for programs included in the Management Contracts.

Retrospective Reviews (FYs 92 - 96 and FY 99) were conducted for DEC organizations after the close of a fiscal year. They provided Department Directors and the Vice President opportunities to compare organizational performance against the fiscal year budget plan or management contract, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level. The reports, which were submitted to PBD/PBDPR [Program and Budget Review Division], provided an overview of the implementation of the past year's work program, highlights of program activities, services to other parts of the Bank, and dissemination activities.

At the beginning of FY 97 the Mid-Year and Retrospective Review Reports were replaced by Semiannual Reports on Monitoring the Bank's Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty.DEC submitted data to PBD for retrospective reporting and, in addition, DEC provided a brief retrospective narrative report describing steps taken to deliver on the Compact. The FY 99 Retrospective Review consisted of: a review of progress under the Strategic Compact; a review of focus areas and major programs and activities; and budgetary information.

Davis also maintained a copy of the Country Economics Department's (CED) Black Book, which was developed at the end of FY 92. The black Book includes a completion report on each of the research or policy tasks completed by CED during that fiscal year, a summary linking work completed in FY 92 to the FY 93 work program, and a list of CED FY 92 publications.

Front Office Records Relating to Special Programs and Issues

This series consists primarily of files maintained by Lesley Davis Arnold, Program Coordinator in the DEC front office, 1993 - 1997. Her records concern special programs and issues affecting DEC, such as the DEC Action Plans for Women for FY 95 - 97; DEC's input into plans for the World Bank's 50th Anniversary; DEC presentations and briefings; matters concerning the Board of Executive Directors; and DEC's performance plan for FY 97 (filed under Planning Directions). Among the files for DEC's Action Plans for Women are Lesley Davis Arnold's correspondence regarding: DEC's Advisory Group on Gender of which she was a member; special funding available for first-time women consultants in DEC; plans for celebrating International Women's Day; and meetings of the Vice Presidential Unit Gender Coordinators and of the Local-Level Harassment Advisors (LHA). The files relating to the Board of Executives Directors include schedules of the major DEC papers and reports that required Board review. Files under Presentations include copies of the briefing materials Michael Bruno used in his March 1995 presentation to President Wolfensohn and a copy of his statement to the Executive Directors in December 1994. This series also includes five memoranda dated November 3 - 9, 1992, relating to plans for the 1993 reorganization as they affected DEC. Included is a copy of Lawrence Summers' November 9, 1992 memorandum regarding his vision for research on sectoral issues.

Reading File of the Front Office Staff, Office of the Vice President, Development Economics and Chief Economist (DECVP)

The series consists of documents sent electronically within the Front Office, to other parts of DEC, and to other Bank organizations by economic and statistical advisors and other staff. A few of the documents were sent by Mark Baird, DECVP [Director, Development Policy]. Included are comments on Country Assistance Strategy (CAS) papers, Initiating Memoranda (IMs) for loans and credits, Initial Executive Project Summaries (IEPS), the Unified Survey, and other papers received for review. Paris Club meetings are the subject of some of the documents.

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 Relating to Capital Market Seminars Sponsored by the Economic Analysis and Projections Department (EPD) and to Other Conferences and Seminars Sponsored or Attended by DEC Staff

This series consists of records relating to the capital markets seminars sponsored by Economic Analysis and Projections Department (EPD) and to conferences and seminars attended by staff from EPD or other DEC units. Beginning in 1979, EPD organized annual capital market seminars on private capital flows to developing countries. This series contains files for the seminars held September 29, 1980; September 28, 1981; February 7, 1983; and March 19 - 20, 1984. Included for each seminar are invitations toparticipants and their replies, agenda and schedules, lists of participants, EPD correspondence with participants, summaries of the proceedings, and copies of some of the papers presented at the seminars. There is also some preliminary planning memoranda for the April 4, 1985 seminar.

Files in this series relating to other conferences include: copies of papers presented at the World Bank seminar on Technology and Long-Term Economic Growth Prospects, November 16 - 17, 1988; detailed notes from the World Bank Workshop on Prospects for Growth in Industrial Countries, June 13, 1984, which was chaired by Jean Baneth, Director of EPD; EPD staff member Martin Wolf's Back-to-Office Reports and copies of his papers presented at two meetings on international textile trade, October 29 - 30, 1979 and May 27 - 29, 1980; Jean Baneth's copy of a detailed summary of the Export Credit Agencies Conference, May 5 - 7, 1986; and the participants' package for a seminar sponsored by the Country Economics Department (CEC) on Macroeconomic Adjustment and Growth Seminar, October 18 - 20, 1989. In addition, there are copies of papers and remarks that EPD staff member Joseph Michael Finger presented at a June 23- 25, 1982 Institute for International Economics Conference on Trade Policy in the 1980s and a copy of a 1981 paper, The Outlook for the 1980s with Particular Reference to Trade, by EPD staffers Helen Hughes and Ernest Lutz.

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.

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.

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.

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