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Records of Individual Staff Members
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Zmarak Shalizi files

The records are largely electrostatic copies of correspondence and papers, filed by the type of function that generated the records. The majority of the records date from 1992-1995 when Shalizi was chief of the Transport Division.

The records are arranged in four sections. The first section has administrative records; the conference files include the background readings for a 1991 seminar for Bank staff on air quality in urban transportation.

The second section is records of research projects funded by the regular budget, trust funds or other special funds. Four of the research proposal files consist primarily of reviews of proposed Bank positions on taxation policies and on poverty lending in the urban sector, 1980-1991, and three additional files concern Bank transport sector policy and performance reviews, 1992-1995. The chronological file consists principally of notes and correspondence regarding the review of taxation and poverty policies found in the research proposals. The papers and a small quantity of correspondence were written by persons other than Shalizi and sent to him for his comments or use. The topics range from road pricing to automotive emissions in developing countries to railways to informal gold mining and mercury pollution in Brazil. The publications are primarily those produced by the Bank, although a few others from sources such as the Journal of Transport Economics and Policy are included. The principal topics are railways and transport-related air pollution; some correspondence related to the publications is included.

The third section consists of records of operational support for projects. One of the four files consists of country studies of taxation in Mexico, Brazil, Nigeria, Indonesia, and Malawi. This is followed by three files of correspondence, arranged chronologically, commenting on projects and studies, proposed and ongoing.

The fourth section is records of research projects funded by the Bank's Research Support Budget. The majority of the files relate to Shalizi's 1989-1991 project on a "Practical framework for evaluating mineral payment/taxation schemes" and are linked to the taxation files found in the second section. In the publications file is a copy of the project document on "Trade and transport in West and Central African States" dated April 1993, while the files of original research data include two papers co-authored by Shalizi, "Contract Policy and the Variability of Government Revenue form Mining Projects" (1990, with R. Conrad and J. Syme) and "The Role of Extraction Charges in Mineral Contracts (1991, with R. Conrad and M. Engers). The research files also include three files on the project on taxation in developing countries, one file on a framework for tax policy analysis in Sub-Saharan Africa, two files on uniform rates of effective protection and efficient taxes, and three files on an analysis of the tax system in developing countries as applied to Pakistan and Mexico.

Léonard B. Rist files

Fonds consists of records maintained by Léonard B. Rist from the early period of IBRD history primarily when he first served as Director of the Research Department, later Economics Department beginning in 1946 and printed material that Rist collected relating to Bretton Woods.

Administrative Circulars and For Your Information announcements

Series contains copies of of World Bank/International Finance Corporation/International Development Association (IBRD/IFC/IDA) Administrative Circulars from 1973 to 1985 and For Your Information (FYI) announcements from 1986 to 1993 collected by Moeen Qureshi. Administrative Circulars were circulated Bank-wide, and provided announcements of senior staff appointments, organizational and procedural changes, and Bank-wide initiatives. As of 1986, the circulars were renamed For Your Information. The frequencyof the announcements varied from week to week.

Indonesian oil sector files

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

India Fourth Five-Year Plan and economic policy files

Series consists of records maintained by Bernard R. Bell primarily relating to his work studying India's Fourth Five-Year plan while he was economic advisor to Andre de Lattre, President Woods' appointed representative to India. The study began with an appraisal mission headed by Bell which visited India in October-November 1966. The purposes of the mission were to examine the changes made in Indian economic policy in 1966 and how they were being implemented, and to survey the proposed Fourth Five-Year Plan and the aid requirements associated with it. The series contains: Bell's outgoing memoranda and cables with Woods and de Lattre and members of the 1966 appraisal mission to India; correspondence on the previous Bell Mission Report (1964-1966) on India's economy; correspondence with the government of India and documents from the U.S. government on India; a file on Woods' meeting with Ashok Mehta, the Indian Minister of Planning; and copies of official meeting documents of the India Consortium, a group of donor countries concerned with providing aid to India and India's development efforts. The consortium meeting records are filed with copies of memoranda primarily from Alexander Stevenson, Associate Director of Asia Department, and copied to Bell and others, covering the years 1966 to 1968.

Series also contains subject files relating to the Fourth Plan, containing correspondence and background reference materials, a copy of Bell's fourteen volume Bell Mission report in 1965 published as "The Report to the President of the IBRD and IDA on India's Economic Development Effort", and a copy of his 1967 Bank report titled, "Indian Economic Policy and the Fourth Five-Year Plan".

Also included in the series is a small volume of correspondence and other records, dating from 1964 to 1965, relating to the India coal transport study financed by the Bank, a report written by Bell's consulting firm in 1963 on statistics of Korea, and economic reports authored by the Bank, the Indian government or external research groups on India, its growth, and economic prospects, dating from 1973 to 1975.

Bernard R. Bell files

Subfonds consists of records created by Bernard R. Bell primarily when he was the economic advisor to the representative resident in India during which time he examined Indian economic policy and the proposed Fourth Five-Year Plan during 1966 to 1967. Subfonds also contains subject files and correspondence kept while he served as Director, Resident Staff Indonesia and Regional Vice President, East Asia and Pacific Region.

Ernest Stern files

The majority of the subfonds consists of chronological correspondence records sent and received by Stern from the start of his World Bank career in 1972 to his retirement as a Managing Director in 1995. The subfonds also contains speeches given by Stern while serving in various positions from 1973 to 1995 and records relating to committees in which he participated.

Bretton Woods collection

Series is comprised of Léonard B. Rist's collection of reference material on the Bretton Woods Conference and the events leading up to it. Document types include official copies of proposals, agreements and amendments relating to the Bretton Woods institutions, IBRD and IMF, as well as reports and commentary from U.S. government agencies (Treasury, Federal Reserve, State Department), research institutions, and the press (Foreign Affairs, Finance, Foreign Commerce Weekly). Also included are President Roosevelt's address to Congress recommending passage of the Bretton Woods agreements, 1963 amendment to the Bretton Woods agreement, and several unpublished papers.

Subject files

Series contains records maintained by Léonard B. Rist from the early period of IBRD history primarily when he first served as Director of the Research Department, later Economics Department between 1946 and 1960. Records are varied and include correspondence and speeches that Rist drafted for President Eugene Black during the period 1947-1953 and an information packet prepared for Black's 1952 trip on which Rist and other senior staff accompanied him to Pakistan, India, Ceylon, Thailand, and Australia. Also included is a file of Rist's speeches to the information conferences (1949-1959), two or three-day sessions at the Bank where groups of individuals in the finance profession would be introduced the Bank and its operations (1949-1951), a file on establishing the Research Department in 1946, and files on loan policy, 1946-1967. Records from the 1950s relate to the European Investment Bank and French oil exploration, and UK credit conditions covering 1945-1957. In 1963 and 1964 while he was Special Adviser to the President, Rist chaired the Committee on Loan Charges , and these files include correspondence on the Committee's Memorandum on Loan Charges (1964). Other files (1960-1968) relate to terms of Bank loans, market loans, IBRD reserves and 9% subscriptions, and Bank and IDA financial policy.

Correspondence with World Bank President

Series contains Qureshi's correspondence with Bank Presidents Robert S. McNamara, Alden W. Clausen, and Barber Conable beginning when Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and Vice President Finance, International Bank for Reconstruction and Development (IBRD) in 1979 to his retirement in 1991 as Senior Vice President for Operations.

Although Qureshi maintained this correspondence in a single chronological series, the nature of the files changes somewhatwith each president. Records from the McNamara era, 1979-1981, include: copies of notes and memoranda sent by or through Qureshi to McNamara; copies of letters forwarded by Qureshi to McNamara for his signature; letters forwarded to McNamara by others and copied to Qureshi; copies of letters and memoranda McNamara sent to others and copied to Qureshi; and memoranda "to the files" summarizing important meetings that McNamara held with others and that Qureshi attended as an observer and/or recorder. Many of Quresh's memoranda to McNamara were returned with extensive handwritten comments and/or replies from McNamara. In many cases, a typed version of McNamara's handwritten comments is also attached to the incoming correspondence.

Records from the Clausen era, 1981-1986, primarily consist of: copies of letters Clausen sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Clausen; and copies of letters Qureshi and his staff prepared for Clausen's signature.

Topics covered in the files during the McNamara and Conable presidencies include (but are not limited to): draft Board papers; Bank borrowing operations; World Bank capital increases; International Development Association (IDA) replenishments; currency management; fiscal projections and monthly financial reports; work program and budget; and staffing requirements and personnel matters.

Records from the Conable era, 1986-1991, include: copies of letters Conable sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Conable; and copies of correspondence Qureshi and his staff prepared for Conable's signature. None of Qureshi's correspondence to Conable were returned with the President's comments. Memoranda and notes that Conable sent directly to Qureshi are filed in Qureshi's subject files.

Most of the correspondence from Conable's era was sent when Qureshi was Senior Vice President for Operations (SVPOP) beginning in 1987. Correspondence covers subjects including: debt; Special Action Program for African countries; International Development Association (IDA) allocations; country lending and emergency situations; and adjustment lending and operations.

The series also contains an index of all of Qureshi's correspondence, 1979-1991, indicating the date, subject, and occasionally, the type of correspondence.

Subject files

Series contains subject files created and maintained during Qureshi's career in the World Bank Group (WBG). Although the files are most voluminous for the period during which Qureshi was the Bank's Senior Vice President for Operations, 1987 to 1991, the series also includes records accumulated while Qureshi served in his various capacities at the international Finance Corporation (IFC), through his tenure as Senior Vice President of Finance, 1981 to 1987. Subject files were created beginning in 1972 apartfrom a few reproductions of earlier publications and documents within the files.

Records include outgoing memoranda, letters, draft loan issuances, minutes, copies of Qureshi's speeches and articles, press releases and clippings, Qureshi's handwritten notes and comments, and occasionally externally-authored papers and reports. Several of the files contain Board papers presented to Executive Directors regarding a given topic.

Subject file topics include: debt; debt reduction; lending programs; Bank capital increases; co-financing; International Development Association (IDA) replenishments; overdue service payments; economic and social sectors; development of operations policy; Operations Evaluation Department (OED) project performance results; technical assistance; relations with China; relations with the Palestinian Liberation Front; currency pooling; special drawing rights; the Persian Gulf crisis; private sector development; women in development; and cooperation with the International Monetary Fund (IMF) and the United Nations (UN). Administrative topics include: budget issues, processes, and guidelines; Operations staffing, budget, and business planning; IT support; and managers' retreats.

Moeen Qureshi files

The majority of the subfonds consists of records created and maintained by Moeen Qureshi from the start of his career at the World Bank Group's International Finance Corporation (IFC) to his retirement from the Bank in 1991. Although the subfonds is most voluminous for the period during which Qureshi was Senior Vice President for Operations from 1987 to 1991, it also contains records accumulated during his various positions at IFC beginning from 1972 through his tenure as Senior Vice President of Finance (SVPFI) from 1980 to 1987.

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