The fonds includes records of the Vice President of Finance (VPF), the Senior Vice President of Finance (SVPFI/FINSV), and the Chief Financial Officer (CFO), all of which were responsible for the overall management of the Finance Complex of the Bank. The fonds does not include the records for the dual role of Managing Director and CFO (MDCFO) from 2003 to 2004. The administrative history outlines the complexity of the functional relationship between Managing Director and CFO from 1998 to 2014. See "Relatedunits of description" for the location of MDCFO records.

Records of the Finance VPs and CFO

The fonds includes records of the Vice President of Finance (VPF), the Senior Vice President of Finance (SVPFI/FINSV), and the Chief Financial Officer (CFO) from 1967 to 2010.

First, this includes IDA replenishment negotiation records maintained by the Vice President of Finance (VPF) I.P.M Cargill from 1967 to 1978. Records related to IDA replenishment prior to 1974 were previously maintained by the Office of Vice President Denis H.R. Rickett (OVPDR) and Senior Vice President of Operations (SVPOP) Burke Knapp, but these records were inherited by I.P.M. Cargill when IDA replenishment negotiation responsibilities were transferred to the VPF in 1974. The records consist of general files, IDA meeting files, and IDA country files. The general files consist of correspondence, briefs or background records on replenishment negotiations, and subject files arranged according to replenishment negotiation (e.g. IDA1 or IDA2).The IDA meeting records are arranged chronologically and contain meeting minutes, agenda, lists of deputies, and country correspondence for IDA 2 - IDA 5 meetings. IDA country files consist of internal memoranda and correspondence regarding member country contributions to IDA funds.

The records also consist of materials maintained by Senior Vice President of Finance (FINSV) Ernest Stern from 1987 to 1991. This includes chronological correspondence files containing cables, memoranda, and reports as well as briefing books prepared for Stern for meetings with member countries, International Monetary Fund (IMF)-World Bank Annual Meetings, and high level senior official meetings. Records relating to Stern's participation in the President's Council are also contained in this series. These include memoranda, reports, and correspondence to President Conable.

The records also include records maintained by Chief Financial Officer (CFO) Vincenzo La Via from 2005 to 2010. This includes: chronological correspondence files; briefing books prepared for the Joint IMF-World Bank Annual meetings, IDA 15-16 Replenishment meetings, and other high level senior meetings; speech transcripts, statements, and talking points prepared by La Via; and travel arrangement and reporting records.

Records of the Front Office directors and advisers

The records consist of Raymond J. Goodman records from when he served as Director of Financial Policy in the Front Office of the Vice President of Finance (VPF) I.P.M. Cargill from 1975 to December 1977.The records include: memoranda; cables; financial policy papers; Bank and non-Bank reports; press clippings; and notices of meetings related to topics of financial policy. Topics include: Bank borrowing; basic needs; capital markets; capital requirements; capital subscriptions; the Consultative Group on International Agricultural Research (CGIAR); cofinancing; the Common Fund; Counterpart funds; debt rescheduling; the Development Commission; the European Investment

Bank; the European Development Fund; the European Communities (EEC) Special Action Fund; the External Department; grace periods and maturities; IBRD financial policies; International Bank for Debt Redemption (IBRD); 4th IDA Replenishment; 5th IDA Replenishment; the International Fund for Agricultural Development (IFAD); IMF Trust Fund; loan sales and participation; and program lending.

The records also include annotated memoranda, correspondence, drafts, and reports maintained by Percy S. Mistry, the Adviser for the Senior Vice President of Finance (SVPFI) Moeen Qureshi from 1981 to 1987. Percy's records are arranged by the following subjects: IBRD, finance, development assistance, IDA, and personnel and organization.

Mistry's IBRD records related to: reports from Task force on the Future of the Bank; the Bank's Bank; Bank and International Monetary Fund (IMF) collaboration; Annual Meeting briefs; the Multilateral Investment Guarantee Agency (MIGA); Task Force Survey; and streamlining Bank procedures.

Mistry's finance recordsinclude general topics such as: accessing capital markets; capital subscription status; currency pooling; general capital Increase (GCI); investment authority; loan charges; and technical assistance for financial management.

Mistry's development assistance records include the following topics: debt and adjustment in developing countries; poverty alleviation; IMF Special Drawing Rights (SDR)/Aid link; U.S. position on multilateral development banks; Development Finance Companies; the Organisation for Economic Co-operation and Development (OECD); the Asian Development Bank; and others. The records also include: minutes and reports from the Bank's Development Committee; meeting minutes and agenda for the Task Force on Concessional Flows; and a report from the Bank's Task Force on Non-Concessional Flows.

Mistry's IDA related records include minutes and reports from IDA Deputies Meetings for IDA 6 - IDA 8 replenishment negotiations from 1980 to 1986. The records also include correspondence, memoranda, andreports focused on the following topics: IDA calls/encashments; IDA legislative status reports; IDA special contributions and trust funds; IDA 7 background papers; IDA 7 briefing papers; IDA country correspondence; IDA political campaign/initiatives; IDA public affairs strategies; IBRD transfers to IDA; and IDA deficits.

Mistry's personnel and organization records include reports and memos related to personnel staffing matters and the organizational arrangement of the Bank and the Finance Complex (FINCOM) from 1981 to 1987. Records related to personnel and organization of the Bank cover the following topics: institutional planning; feasibility studies for the Bank's London Office; the Young Professionals Program (YPP); policy on personnel payments; Bank policy committees; training programs; compensation review; and the IBRD Accounting Framework. The FINCOM records cover the following topics: planning and budgeting; performance planning and review; FINCOM department and unit organization; personnel issues; position descriptions; job grading; consultant hiring; recruitment; payroll administration; staff retirement plans; management development; personnel policy changes; and review and analysis of financial transaction flows.

Budget and planning

The fonds includes Bank-wide budget and planning records of the Office of the Chief Financial Officer (CFO) Vincenzo La Via prepared for meetings with the Bank President from 2006 to 2010. The records include: Bank-wide Quarterly Business Review reports; financial statement reports; and meeting minutes and agenda from President Meetings related to quarterly financial reporting, Bank strategic themes, and financial reporting by external audit and consulting firms.

Managing Committee records

The fonds also consist of records from the Managing Committee established by Bank President A.W. Clausen from 1981 to 1986. Clausen established the Managing Committee for the purpose of providing overall guidance for and management of the Bank in 1981. The SVPFI served as a committee member for the Managing Committee, along with the Senior Vice President of Operations (SVPOP) and other Bank vice presidents. The records were maintained by Senior Vice President of Finance (SVPFI) Moeen Qureshi. The records include: chronological Managing Committee agendas and meeting minutes; memoranda; and policy papers and reports drafted for the committee. The records focus on a broad range of finance-related topics, including: budgeting and planning; IBRD/IDA financing; IBRD borrowing; IBRD general capital increase (GCI); selective capital increase (SCI); financial policy; institutional planning, and others.

Finance Complex Central Files

The fonds also includes incoming and outgoing correspondence, memoranda, reports, and statements related to finance functions and the Finance Complex units of the Bank. The records were maintained as part of the Bank's centralized filing system of the Non-Regional Information Center (NRIC) from 1978 to 1986. The records are not exclusive to onefunction or unit of the Finance Complex. The records are organized by the following categories: General; Programming and Budgeting; Controller; and Treasurer. The General records cover subjects of data regarding currency exchange, IDA 4-8th replenishment resources, overdue service payments, the Interest Subsidy Fund (Third Window), and preparation for IBRD/IDA Annual Report. The Programming and Budgeting records primarily include review reports of the Bank's financial and operating programs prepared for the Bank's Executive Directors and senior staff. The Controller records are related to accounting and financial statements reporting. The Treasurer records relate to portfolio sales and participation, cashier's reporting, securities, the Staff Retirement Plan, and telegraphic test key arrangements with commercial banks.

Fonds consists of records documenting the activities and proceedings of the Commission on International Development formed to review and assess the results of the previous twenty years of development assistance. Although most of the records were created from the time of the Commission's establishment in 1968 to its dissolution in 1969, there are a few copies of external reports dated 1961 to 1962 used for the Commission's studies.

The fonds contains photographs, audio reels, and textual records documenting the establishment of the Commission, meetings and regional hearings, staff reports and research papers, and the Commission's final report. Also included in the fonds are records related to the World Bank President's Memoranda on Report Recommendations, the 1970 official Bank response to the Commission's findings.

This fonds consists of chronological files assembled by Rotberg during his career at the World Bank, 1968-1987. The predominant materials are photocopies of Rotberg's outgoing correspondence, memoranda, and facsimiles to Bank staff and to external parties. Some of the documents include annotations by Rotberg.

Because of the broad scope of the work of the office, which was essentially the entire history of the Bank, the records are extremely varied. They include: written reminiscences, solicited or volunteered, by former Bank staff members; drafts of various publications, both Bank and non-Bank; commentaries on drafts, discussing the commenters' views of particular issues and events; and background research materials used by the World Bank History Project.

The largest body of original source material in the fonds is the set of interviews conducted by the World Bank History Project authors as part of their research for the two-volume The World Bank: Its First Half Century. Typed notes are the only record of some interviews, but most interviews have both the tape of the interview and a transcript.

Series consists of the chronological files Calika personally created and maintained during his career at the World Bank.

This fonds contains records related to Friedman's time as Economic Adviser to the President. The majority of the records are correspondence related to Friedman's activities as Economic Adviser. Memoranda to and speeches for Bank President Woods are included as is a small amount of Friedman's personal papers such as congratulatory letters and personal letters to colleagues outside the Bank.

The fonds consists of records that relate to the activities of the Poverty Reduction and Economic Management Vice Presidency (PRMVP), and its oversight of the sector departments within the PREM Network.

This fonds includes incoming and outgoing correspondence chronological files maintained by the PRMVP front office. The chronological files of the following PREM Vice Presidents are included: Masood Ahmed, 1997-2000; Kemal Dervis, 2000; Gobind Nankani, 2001-2004; and Danny Leipziger, 2004-2009. The chronological files of PRMVP Senior Adviser Amarendra Bhattacharya (1998-2006) are also included.

The fonds also consist of oversight and support records related to the functions and actions of the PREM Network and its sector departments. This fonds also includes records that relate to PREM's involvement with other Network VPs, the Board of Executive Directors, the Office of the President, and other Bank units. PRMVP was involved in committees and meetings with these units and would provide both regular and ad hoc reports on topics related to PREM sectors. This includes minutes and agendas; memoranda; correspondence; presentation materials; speech transcripts; reports; working papers; and general budget records. The records contain meeting files related to the PREM Council, various PREM sector board meetings, and smaller steering and working group committees related to a specific action or topic.

Also included in the fonds are briefing books and notes prepared by the PRMVP front office for senior officials withinPREM and the World Bank. The briefing books and notes were prepared prior to trips, meetings, or other events attended by a senior official. The briefing books and notes contained programs, agendas, itineraries, logistical information, issues to be addressed, and other pertinent information. The fonds also contains letters prepared by the PRMVP front office for PREM and Bank senior officials.

The fonds additionally holds budget planning, management, and monitoring records created by the PRMVP. The records include fiscal year budgets for the PREM Network from 1998 to 2002. The records also detail PREM business plans, budget cycles, and work program agreements for the same years.

Other records within this fonds relate to ongoing liaison with external organizations outside of PREM and the World Bank. The records document PREM's relationships with NGOs, private and public organizations, and multilateral aid organizations. The PREM external liaison files include records from Asian Pacific Economic Cooperation (APEC) meetings, 2001-2006; Asia-Europe (ASEM) meetings, 2001-2006; G-7, G-8, G-20, and G-24 meetings, 2001-2007; International Monetary Fund (IMF) meetings, 2000-2007; and Organization for Economic Co-operation and Development (OECD) meetings, 2003-2005. Other records relate to ad hoc meetings between PREM or World Bank senior officials and representatives from external organizations. These files consist mostly of correspondence, reports, agendas, and minutes from meetings.

Lastly, the fonds consistsof records related to conferences and seminars organized by PREM or to outside events attended by PREM VPs. Records related to PREM's annual Knowledge and Learning Week forum (or, PREM Week) are also included. These include proposals, contracts, topic selection, speaker selection, budget documents, program brochures, reports, papers, speech transcripts, and audio-visual recordings of session lectures from the years 1998 to 2006. The conference and seminar records for outside organizations include mostly invitations, programs, reports, or copies of papers presented.

The fonds consists of chronological files created by ESDVP. Separate chronological files were created for incoming and outgoing correspondence as well as for incoming faxes. Correspondence relates to: the research and writing of departmental reviews; conference planning and attendance (specifically the Hunger Conference of November 30 to December 1, 1993); the publication of research; plans related to the Bank's 50th anniversary celebration; IT issues within ESD; cross-sectoral and Regional support and collaboration; staff training; budget planning; Bank-wide policy reviews (including the Bank-wide Review of Involuntary Resettlement [1986-1993]); personnel decisions; collaboration and communications with external agencies, institutions, governments, etc.; participation in and organization of meetings; and grants and trust funds.

The fonds also contains the chronological files of ESD Vice President Ismail M. Serageldin from January 1993, to December 1996. Records include correspondence between Serageldin and: ESD's sector department directors; other thematic vice presidencies in the Bank; Bank President Lewis Preston; other Bank departments and units; and external agencies, institutions, government officials, and NGOs outside of the Bank. Records relate to: the planning, research, and review of annual reports, research reports, policy papers, and projects/operations reviews; conference attendance and planning; meetings; budget planning and resource allocation; and cross support between ESD and other vice presidencies and the Regions. General discussion of Serageldin's new position as ESD Vice President and the function and purpose of the newly created ESD is also the subject of some correspondence.

The fonds also contains records of the Transport, Water, and Urban Development Department (TWU) from January 1993, to December 1995. Records include chronological files. Files consist exclusively of electronic message print-outs. Correspondence is between the Department and other ESD departments and Bank departments.Correspondence is created by and addressed to the various TWU divisions. Records relate to: Bank projects; information exchange; meeting and working group participation; cross support between departments, vice presidencies, and the Regions; training of Department staff; conference attendance and organization; hiring and staffing; review of Country Assistance Strategy reports; and mission proposals.

This fonds contains the memoranda and other papers exchanged between Hollis Chenery and World Bank President Robert McNamara between August 1970 and June 1981.

Country project files

The fonds includes country project files from 1984 to 2002. The country project files include extensive records related to Structural Adjustment Loans (SALs) and Sector Adjustment Loans (SECALS) administered for individual countries. PRMEP inherited the responsibility to review and coordinate sector adjustment operations and Country Assistance Strategies (CASs) from the Development Policy Group (DPG) of DEC in 1997. Many of the records created prior to PRMEP include records from the following units: the Country Policy Department (CPD); the Economic Advisory Staff (EAS); and DPG. The SAL and SECAL related records in the country project files include: memoranda; aide-memoires; Terms of Reference; back-to-office reports completed for pre-appraisal and post-appraisal missions for SALs and SECALS; Country Strategy Paper (CSP) mission reports; SALs and SECALS program performance audit and progress reports; initiating memoranda for SALs and SECALs; country project proposals; Loan Committee meeting minutes regarding the approval and progress of SALs and SECALs of a particular country; and loan agreements. Correspondence and memoranda within the country projects files primarily include communications from staff in units responsible for maintaining and reviewing structural adjustment operations and country strategies, including: CPD from the years 1984 to 1987; EAS from the years 1987 to 1991; and DPG from the years 1991 to 1997. Much of the correspondence and memoranda are also communications between CPD, EAS, DPG and Regional VPs, Directors, and economic staff regarding the planning, status, review, and approval of country SALs/ SECALs and country strategies. Other communications are between units from the Development Economics Vice Presidency (DEC), and Regions regarding collaboration on SALs or SECALs.

Records created after 1997 in the country project files include correspondence and memoranda between the following parties: the PREM VP; the PRMEP Director; Regional VPs, Directors, and economicstaff; the Development Research Group (DECRG); the Development Prospects Group (DECPG); the Operations Evaluation Department (OED); members of the Regional Operations Committee (ROC); members of the Operations Policy Committee (OPC); and the Managing Director of Operations (MDOPS). The memoranda and correspondence primarily focus on review and approval of Country Assistance Strategies (CASs) and structural adjustment operations specific to countries. Draft CAS reports, SALs/SECALs reports, SALs/SECALs project information, and Memoranda of the President regarding CASs are also included with extensive comments by the above mentioned parties. Meeting minutes and agenda from OPC and ROC regarding review and approval of CASs and SALs /SECALs specific to a country are also included. The country project files focus on numerous types of SALs/SECALs administered in a country for various sectors, including but not limited to : Financial Sector Adjustment Loans (FSAL); Financial and Enterprise Sector Adjustment Loans (FESAL); Agricultural Sector Adjustment Loans (ASAL); Economic & Financial Adjustment Loans (EFAL); and Social Security Sector Adjustment Loans (SECAL).

Management and organization

The fonds also consists of management and organization records for PRMEP and its successor the Economic Policy and Debt Department (PRMED) from 1997 to 2005. This includes: Economic Policy (EP) Sector Board meeting minutes; business plans; work programs and budget records; staffing records; and workshops, seminars, and professional development training session records. The records also include broader PREM Network organization and management records, including: PREM Council meeting minutes; memoranda; PREM retreat records; and PREM Week planning records. Records detailing PRMEP collaboration with DEC and its subordinate units the Development Research Group (DECRG), the Development Prospects Group (DECPG), and the Economic Development Institute (EDI) are also included. These consist of: correspondence and memoranda between the DEC Vice President, DECRG, DECPG, and PRMEP; economic data, statistics, and policy reports produced by DECRG, DECPG, and PRMEP; Knowledge Management System (KMS) records related to the management of PRMEP's website and economic data and systems in collaboration with DECRG and DECPG; planning records for proposed economic research coordinated by DECRG, DECPG, and PRMEP; and economic training planning records organized jointly by EDI and PRMEP. Correspondence and memoranda related to PRMEP's participation in Bank-IMF Annual Meetings and involvement with the annual publication of the Bank's World Development Report (WDR) are also included for the years 1998 to 2000.

Project and operational support

The fonds also consists of project and operational support records for PRMEP from 1997 to 2004. This includes thematic group planning records and country project planning and budget records related to economic sector work (ESW). The records also relate to the development of DEC/PREM Country Performance Ratings and Indicators, later renamed the Country Policy and Institutional Assessments (CPIA), and the subsequent implementation of CPIA in the regions. The Country Performance Ratings and Indicators, and CPIAs are assessment and diagnostic tools used to assess a country's policies, institutional frameworks, and structural issues. They are intended to help inform concessional lending decisions and resource allocation for the Bank's International Development Association (IDA) - eligible countries and aids in the preparation of CASs. The records related to Country Performance Ratings and Indicators, and CPIAs include: PRMEP Sector Board meeting minutes regarding the development of country performance ratings, indicators, and CPIA; memoranda and correspondence primarily sent from the PRMEP Director to the PREM VP, the DEC VP, Bank Managing Directors, DECRG and DECPG staff, Regional VPs and economic staff, and staff from other Bank Networks; reports outlining purposes, procedures, and timetables for country performance ratings, indicators, and CPIA; lists of Country Performance Ratings and Indicators, and CPIA assessments performed for countries between 1997 to 1999; CPIA assessment questionnaires; CPIA Report on the 1998 Ratings; and CPIA Guidelines for Completion.

External partnership and liaison

The fonds also includes records related to PRMEP's partnerships and liaison with external organizations outside of the Bank from 1997 to 1999. The series primarily includes records related to partnerships and liaison with the World Trade Organization (WTO), the International Monetary Fund (IMF), and others. This includes records related to PRMEP's involvement with the WTO Integrated Framework for Trade-Related Technical Assistance (IF) program launched in October 1997, and the WTO Ministerial Conference held in Seattle, WA in 1999.

Records related to PRMEP's involvement with the IMF include: records related to drafting of joint IMF/Bank Board Papers; participation in joint IMF/Bank liaison Committees; participation in the joint IMF/Bank Enhanced ESAF/IDA Low Income Countries Program; and collaboration on countries affected by the East Asia Financial Crisis of 1997.

PRMTR briefing books for senior officials

The fonds also consists of briefing books prepared for senior officials by staff from the International Trade Department (PRMTR) from 2002 to 2005. The briefing books were prepared for the following senior officials: PREM Vice President Goband Nankani; Managing Director Jeffrey Goldstein; and Bank President James Wolfensohn.The briefings were prepared prior to international trade related conferences, seminars, and meetings, and consist primarily of the following: World Bank produced papers and reports related to international trade; meeting minutes and agenda; invitations to meetings; programs; agendas; itineraries; logistical information; issues to be addressed; and other pertinent information.

Operational monitoring and evaluation

The fonds also consist of records related to operational monitoring and evaluation activities performed by the Operations Evaluation Department (OED) and the Quality Assurance Group (QAG) in their evaluation of economic sector work (ESW) and adjustment operations performed by PRMEP and its collaborative partners for the years 1998 to 2004. This includes records related to the OED annual publication of the Annual Review of Development Effectiveness (ARDE) and the QAG annual publication of the Annual Report on Portfolio Performance (ARPP): both Bank-wide evaluations assessing operational work across Bank operations. The ARDE and ARPP records include drafts and copies of the reports, and memoranda regarding comments on the reports from the PREM VP, PRMEP Director, and other PRMEP staff. Other OED and QAG evaluations more specific to PRMEP and Regions economic sector work (ESW) and adjustment operations are also included, and consist of drafts and copies of reports with extensive comments and review from the PREM VP, PRMEP Director, Regional staff, and Operations Policy and Country Services Vice Presidency (OPCVP) staff. Meeting minutes, agenda, and memoranda are also included regarding the Committee on Development Effectiveness (CODE) of the Executive Board of Directors, and the Operations Vice Presidents (OVP). CODE and OVP both reviewed OED and QAG evaluation papers and reports, including ARPP and ARDE, and the records detail the review of various papers and reports.

Operational policies and directives review and reform

The fonds also includes records related to operational review and reform activities performed by the Operational Policy Committee (OPC) and the Managing Directors Operations Policy and Strategy Group (MDOPS) from 1997 to 2000. The OPC and MDOPS records relate to the review and reform of numerous Bank-wide operational policies and directives relevant to the areas of financial reform, sector strategies, Country Assistance Strategies (CASs), adjustment lending, and structural policy reform from 1997 to 1999. The records include OPC meeting minutes and agenda; approach papers regarding reform to operational directives (ODs) and operational policies (OPs); and correspondence and memoranda between OPC members, the PREM VP, PRMEP Director, members of DEC, the MDOPS Director, and Bank Managing Directors.

Heavily Indebted Poor Countries (HIPC) Initiative records

The fonds also consists of records related to the Heavily Indebted Poor Countries (HIPC) Initiative launched in 1996. The records were created and maintained by the Debt Initiative Group (AFTD1) from 1996 to 2000 and its later successor the Heavily Indebted Poor Countries Unit (PRMHP) from 2000 to 2003. The records include country project files consisting of multilateral debt restructuring agreements for eligible HIPC countries produced from Paris Club meetings; debt data and financial statistical reports produced by multilateral development banks (MDBs), bi-lateral creditors, and the World Bank; and original point, completion point, and Poverty Reduction and Strategy Paper (PRSP) documents relevant to a specific country.

The HIPC records additionally contain extensive briefings prepared by AFTD1 and PRMHP for senior Bank officials, including: President James Wolfensohn; Managing Director Sven Sandstrom; PREM Vice Presidents Masood Ahmed, Kemal Dervis, and Gobind Nankani; Africa Region (AFR) Vice Presidents Jean-Louis Sarbib and Callisto Madavo; and the Latin America and Caribbean (LCR) Vice President David de Ferranti. The briefings were prepared prior to HIPC conferences, seminars, and meetings, and consist of HIPC progress reports,background information on the HIPC Initiative, updates, and agenda. Incoming and outgoing correspondence between the same parties as well as Axel van Trotsenburg of AFTD1 and PRMHP are also included. External correspondence files are also maintained by PRMHP for the World Bank officials mentioned above. These files are primarily sent from participating HIPC Initiative NGOs, MDBs, and bi-lateral creditors, and subsequent responses between the involved parties are maintained by PRMHP. The HIPC records also include handwritten letters sent to President Wolfensohn from individuals from NGO and civil society organizations advocating for the Bank to take more immediate action on eliminating external debt in heavily indebted poor countries.

The HIPC Initiative records relate to the extensive collaboration between the Bank, IMF, MDBs, and NGOs. This includes chairman's summaries and meeting minutes for MDB meetings held jointly by the Banks Executive Directors of the IDA and the IMF. Records are also maintained for MDBs, such as the African Development Bank (AfDB), the European Investment Bank (EIB), and the Inter-American Development Bank (IADB), and consist of incoming and outgoing correspondence, debt data, and financial statistics regarding the status of numerous HIPC countries. The records also include IMF Executive Board documents regarding the Enhanced Structural Adjustment Facility (ESAF), the IMF's HIPC Initiative implementation unit. Reports, agenda, press releases, correspondence, and meeting minutes arealso included from numerous workshops, seminars, meetings, and summits held with NGO organizations, such as Oxfam International, Debt Relief International (DRI), and European Network on Debt and Development (EURODAD).

Middle Income Countries (MIC) Working Group records

The fonds also includes records related to PRMEP's involvement with the Middle Income Countries (MIC) Working Group from 2003 to 2005. The MIC Working Group sought to bolster support to MIC eligible countries under IBRD lending operations. The Working Group consisted of representatives from the Operations Policy and Country Services Vice Presidency (OPCVP), the Financial Sector Vice Presidency (FSEVP), the Bank Networks, and the Regional VP Offices of the Bank. PREM departments, including PRMEP, played a role in the Working Group. The MIC records include correspondence and memoranda primarily between the PREM VP, PRMEP Director, OPCVP staff, FSEVP staff, and Bank Managing Directors. Meeting minutes and agenda are also included for Working Group meetings, but also for Executive Board of Directors meetings regarding progress and reports on MIC Action Plans. Papers, reports, presentation material, drafted action plans, and Memoranda from the President prepared prior to meetings are also included.

The fonds includes budget, business plan, and work program records for the Private Sector Development Vice Presidency (PSDVP) and its subordinate units.

This fonds contains records that span Aura Garcia de Truslow's entire career with the World Bank Group. Records relate to her work as an Economist and Senior Projects Officer in the Latin America and Caribbean Vice Presidency (LCNVP, LACVP). Included are project-related records as well as subject and reference files and training materials. Records relating to her time as a Planning Officer in the Strategic Planning and Review Department (SPR) are also included in this fonds.

Fonds consists of records from Theodores's time as Resident Representative in Kabul, Afghanistan and as Field Coordinator for the World Bank Group. Many of the records in this fonds appear to be a selection made by Theodores either during his time employed at the Bank or upon his departure. Some of the records, such as those relating to Afghanistan after Theodores had completed his time as Resident Representative there, may have been collected by Theodores for personal interest or in support of potential research projects to be undertaken at a later date. A small number of records relating to Theodores's employment with the World Bank or to the history and future of Afghanistan are also included.

The fonds consists of records that reflect the various activities of the Environmentally and Socially Sustainable Development Vice Presidencyof (ESSDVP) and its oversight of, and involvement with, sector departments within the network. Note that a small amount of records in this fonds were created prior to the creation of ESSDVP by Bank staff within the Environmentally Sustainable Development Vice Presidency (ESD); the records were brought into ESSDVP's recordkeeping system as a result of staff transfer into ESSDVP. The majority of the records in this fonds are clearly associated with the activities of Ian Johnson, ESSD Vice President from 1998 to 2006.

The fonds consist of budget and work program records related to the PSD department of FPSI.

Fonds consists of records related to activities undertaken by the urban development sector. Most records in the fonds are reference materials created or received by the Water Supply and Urban Development Department (WUD) and, more specifically, the Water Supply and Urban Development Department Operations Support and Research Unit (WUDOR). These records were created by Unit staff as well as by other World Bank offices and consultants and organizations external to the bank.

Materials include research anddiscussion papers on a variety of topics related to the World Bank?s urban development function. The fonds also contains records relating to the operation and administration of the Urban Poverty Program by the Urban Operations Review and Support Unit (URBOR) and to the research and reporting activities for which it was responsible. Records include reports and memoranda created by the Unit as well as by Regional offices. The fonds consists of records related to the Conference on Improving the Effectiveness of Urban Assistance convened by the World Bank in Washington on December 2-6, 1985. Records include planning materials as well as speeches, speaker biographies, and a published copy of the summary of proceedings.

This fonds also includes correspondence from the Office of the Director of the Public Utilities Projects Department (PBPDR) and the Office of the Director of the Energy, Water and Telecommunications Department (EWTDR), between 1975 and 1977, documenting the water sector?s input on water supply and sanitation, which served as a complement to the Urban Task Group?s preliminary report to President Robert McNamara.

The fonds includes records from research, advising, and policy development sector units oriented towards public sector management and governance functions of the World Bank, and does not include records from technical assistance oriented Regional units related to public sector management and governance. The records include Public Expenditure and Financial Accountability (PEFA) Program trust fund records related to funding for projects and activities of the Public Sector Governance Department (PRMPS) for the years 1996 to 2009.

Fonds includes the budget monitoring and planning records for FSEVP and its subordinate departments, units, and specialty programs.

The fonds primarily consists of records related to the Adviser on Women in Development (WID) from the years 1977 to 1987. Subject files kept by WID Advisers Gloria Scott and Barbara Herz are included for the years 1977 to 1986, and illustrate the numerous activities and responsibilities associated with this role. Reference files related to women and development issues contain materials created in the years 1973 to 1987. WID operational support records detail the development project evaluations, studies, and training sessions done by WID team members for the years 1977 to 1987.

The fonds primarily consists of records related to projects and special studies performed by the Private Sector Finance and Advisory Services Group (CFSPS) located in the Co-financing and Financial Advisory Services Vice Presidency (CFS) from 1989 to 1996, and its later successors, the Private Sector Development and Privatization Group (PSDPS) located in the PSD departments of the Finance and Private Sector Development Vice Presidency (FPDVP) from 1996 to 1997, and the Finance, Private Sector Development and Infrastructure Network (FPSI) from 1997 to 1999. The special studies and projects records relate to privatization of public enterprises and private sector development projects managed by CFSPS and PSDPS during this period. Records include: requests for assistance from the Regions or member governments; project initiating memoranda; trust fund planning reports; external background reports and papers; back-to-office reports; mission supervision reports; terms of reference; mission reports; correspondence and memoranda between CFSPS or PSDPS staff, Bank regional staff, and member countries; aide-memoires; draft and final reports; briefing notes; and recommendation reports for privatization or private sector development technical assistance, advisory, and lending services.

The fonds also includes research and reference records accumulated by Private Sector Development Department of the FPDVP from 1993 to 1997. These records consist of numerous annual reports, development plans, handbooks, brochures, statistical data reports, newspaper clippings, articles, reports, and papers produced external to the Bank and are usually specific to a country. The records are usually produced both by private and public entities within a country, including commercial banks, private industries, government central banks, and other government agencies. Academic reports and papers are also included. The records are focused on topics of privatization of public enterprises, private sector development, and industrial science and technology.

The fonds also consists of incoming and outgoing chronological correspondence maintained for the PSD of the FPDVP from 1993 to 1997. Most correspondence are between PSD Director Magdi Iskander and PSD staff, and focus on project mission reports, project proposals, PSD workshops and seminars, survey reports and papers comments, and PSD related topics such as privatization, industry, and regulation.

The fonds consists of budget, work program, planning, management, and organization records related to FPD and its subordinate departments of PSD, FSD, and IEN.

The fonds consists primarily of Economic and Sector Work (ESW) records produced by the various financial sector development department, division, and unit incarnations, including: the Financial Development Unit (INDFD) and the Financial Development Division (INDFD) located in the Industry Department (IND) of the Energy and Industry Vice Presidency (EIS) from 1983 to 1987; the Financial Policy and Systems Division (CECFP) located in the Development Economics Vice Presidency (DEC) from 1987 to 1992; the Financial Sector Development Department (FSD) located in the Finance and Private Sector Development Vice Presidency (FPDVP) from 1993 to 1997; the FSD located in the Finance, Private Sector Development, and Infrastructure Network (FPSI) from 1997 to 1998; the FSD located in the Financial Operations Vice Presidency (FIOVP) from 1999; and the FSD located in the Financial Sector Vice Presidency (FSEVP) from 1999 to 2001. ESW work was done on a country-wide basis and usually performed in collaboration with financial and economic operational staff located in regional offices of the Bank. Reports produced from ESW research helped inform subsequent financial sector development policy and lending decisions utilized for financial sector reform.

The financial sector development ESW records consist of country mission research records with extensive background research, including: newspaper clippings, journals, and articles related to financial sector issues; and statistical and financial data, research studies, annual reports, financial statements, and financial laws and regulations reports published by the central bank of a specific country, a particular country ministry office, or by other financial institutions specific to a country. External and Bank produced financial sector reports and studies specific to a country are also included with research records. The records also consist of ESW mission planning, reporting, and proposal records, including: project proposals; project initiating memoranda; back-to-office reports; mission reports; mission notes; terms-of-reference; project appraisal reports; and aide-memoires. Correspondence and memoranda between financial sector development devoted units, regional staff, and members of financial ministries or other financial sector institutions within in a country are also included.

The ESW records also consist of the reports and records produced after ESW mission work, which relate to subsequent financial sector development policy and lending decisions. This includes meetingagenda and minutes for meetings between financial sector ESW collaborators, and also reporting to the Executive Board of Directors, the Office of the President (EXC), and other World Bank officials concerning financial sector ESW progress, policy development, and lending. The ESW records additionally contain country analysis and case study reports produced from ESW research. The reports focus on financial sector related issues, such as: bank restructuring and privatization; capital market development; financial sector infrastructure; pension reform; financial laws and regulations; and insurance. Financial sector lending proposals, reports, and loan agreement records are also included for numerous types of financial sector development loan programs, including: Structural Adjustment Loans (SALs); Sector Adjustment Loans (SADs); Technical Assistance Loans (TA); and Financial and Enterprise Sector Adjustment Loans (FESAL).

The fonds also consists of records from the conferences, seminars, and workshops organized or attended by financial sector development related units of the CECFP from 1987 to 1992 and the FSD department of the Finance and Private Sector Development Vice Presidency (FPDVP) from 1993 to 1997. The records include speech transcripts of presenters from CECFP, FSD, and presenters from outside agencies or other World Bank units. The records also consist of printed presentation slides, transparencies, and conference and seminar programs. CECFP and FSD organized workshop and seminar records include correspondence regarding planning and post reporting of events, training materials, presentation slides, and speech transcripts. Topics of conferences, seminars, and workshops cover financial sector related issues, such as banking, payment systems, regulation, restructuring, and supervision of financial conglomerates.

Chronological correspondence files maintained for FSD within the FPDVP from 1993 to 1997 are also included in the fonds. These files consists of incoming and outgoing correspondence that cover numerous topics including: support of country missions; ESW operational work; financial development policy reports; lending instruments proposals; and FSD management and organization.

The fonds also consist of background records related to operational policy "OP 8.30 - Financial Sector Operations", which was adopted by the World Bank in 1992 as an operational directive "OD 8.30 -Financial Sector Operations", and revised and adopted as an operational policy in 1998. The records include extensive correspondence and memoranda with attachments, including draft "OD/OP 8.30" policy revisions from April 1991 to November 1997. The correspondence and memoranda are primarily between FSD staff, Development Economics Vice Presidency (DEC) staff, the Office of the President (EXC), and members of the Operations Policy Committee. Background reports on financial sector work within the Bank are also included. The records also include meeting minutes and agenda for the Operational Policy Committee and the Board of Executive Directors.

The fonds additionally includes records of Diana McNaughton from when she served as the Senior Manager for FSD within the FPDVP from 1993 to 1997. The records consist of her presentation materials, including: printed slides, transparencies, speech transcripts, background research, and correspondence regarding presentation preparation. The presentation records focus on numerous topics, such as bank restructuring, capital market development, and financial sector reform. The records also include theplanning records, training module materials, and correspondence for seminars and workshops organized by FSD or attended by McNaughton as part of FSD liaison with external organizations. The records also consist of management and organization records related to FSD. This includes correspondence, meeting minutes, and agenda for FSD planning retreats; business and strategic framework plans related to the FSD activities of bank and enterprise restructuring, finance intermediation, capital markets development, and financial sector infrastructure; and reporting presentations planned for the Executive Board of Directors of the World Bank Group.

The fonds also includes the records of Rodney Lester from when he served as Lead Specialist for FSD within the Financial Sector Vice Presidency (FSEVP) from 1999 to 2001. Most records are related to the Economic Sector Work (ESW) and Financial Sector Assessment Program (FSAP) country projects. This includes reference material, including: annual reports; financial statistical data reports; and financial statements produced by numerous country central banks, country offices, or other financial institutions within that country for both ESW and FSAP projects. FSAP records additionally include IMF produced FSAP country reports and terms-of-reference reports. Lester's records also include background correspondence focused on the Bank Crisis Management Program of FSD from 1993 to 1998, and records related to the East Asia Financial Crisis of 1997. Lastly, the Lester records also consist of Strategic Compact planning records for the financial sector development operations of the World Bank from 1994 to 1999. This includes Executive Board of Directors meeting minutes and agenda, business plans, work programs, progress reports, and implementation plans related to organization and planning of financial sector functions and activities within the Bank.

Lastly, similar to the Rodney Lester records, more extensive records related to the FSAP country projects are also included in the fonds for the years 2000 to 2007. These records include: annual reports, financial and statistical data reports, and financial regulation and laws reports produced by numerous country central banks, country offices, or other financial institutions within that country. The records also consist of technical notes, and FSAP reports produced jointly by the IMF Monetary and Financial Systems Department and the World Bank Financial Sector Vice Presidency (FSEVP). Project mission terms-of-reference, back-to-office reports, and aide memoire reporting records are also included for FSAP records.

The fonds includes records from PHRWH's involvement with the International Food Policy Research Institute (IFPRI) and World Bank Poverty Research Conference held in 1989. It also includes records related to the Living Standards Measurement Study (LSMS) surveys, as well as records related to liaison with LSMS collaborators in the U.N. National Household Survey Capability Program (NHSCP), the UN Statistical Office (UNSO), and the U.N. Statistical Commission. Lastly, the fonds contains the records of trust fund donor supported projects of the PRMPO and its successor PRMPR from 1998 to 2007.

This fonds contains records related to John Nellis's work in the Public Sector Management and Private Sector Development Division (CECPS) located in the Country Economics Department (CEC) of the Development Economics Vice Presidency (DEC). The majority of the records relate to Nellis's participation in mission travel to the Soviet Union in 1990 and Russia in 1991 and 1992.

Fonds contains records related to the activities of the Staff Economic Committee (SEC) and its successor the Economic Committee (EC). Records consist of communications from the committees' secretariat to committee members and the draft reports that the committee reviewed; other reports or background information that was not reviewed by the committee but used for informational purposes are also included. Records of the subcommittee, created in 1965, are also included, but in small number.

Records related to the first five years of SEC (1952-1957) are not included and are unaccounted for. Records relating to the work of the SEC from 1958 to 1964 are included, although in lesser number than those relating to the EC. Only committee communications for the SEC from 1958 to 1964 are included.

Fonds contains records relating to the career of James H. Jennings at the World Bank Group. While records relate to various periods of his employment at the Bank Group and the different units he worked in, they are not comprehensive. Records relate to two studies he participated in towards the end of his tenure as a financial analyst in the Public Utilities Projects Department (PBP) in 1975-76 and his work in the Latin America Projects Department (LCP) in 1984 and Loan and Trust Funds Department (LOA) in 1987.

The records of cover the entire span of administrative and substantive activities of the Bank. Particularly useful is the documentation of public relations activities by the presidents and coordination efforts with outside partners. Briefing books for country visits and for meetings at the Bank's annual meeting often provide good overviews of issues as well as reports on the economic and political situation in a country. Unique materials on major Bank studies and commissions, such as the Pearson and Brandt Commissions and the Task Force on Portfolio Management (Wapenhans Report), are also found in the records of the president's office.

The McNamara, Conable and Preston records include both the records of the president and the records of his immediate staff. Some staff members had specific mandates and their files are key sources for those activities, while other presidential assistants played a more general role in handling topics for the president.

The fonds contains records predominantly created between 1972 and 2000 by the Population, Health and Nutrition Sector. A small portion of records that date from 1963 are external reports and other material used for background reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the Population, Health, and Nutrition Sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of the sector's functional responsibilities including: producing studies and publications; policy development; operational support to the Regions regarding quality review of Bank projects; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other multilateral and private-sector organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

This fonds contains records created between 1973 and 2008 that reflect the various iterations of the water sector in the World Bank (Bank) and their activities. In particular, it includes records relating to the Bank's partnership with the United Nations Development Programme (UNDP) for the UNDP-World Bank Water and Sanitation Program (UNDP-World Bank WSP), a cooperative program created in 1978. It also contains records about the Bank's and UNDP's contributions during the United Nation's 1981 - 1990 International Drinking Water Supply and Sanitation Decade (IDWSSD).

Records in this fonds document the research, operational support, governance, quality control, and trust fund management for global program projects managed and/or supported by various Bank water sector departments. Topics include but are not limited to handpump development and testing, sewerage, landfill design, sanitation, solid waste private options, demonstration projects, and participatory development and management--initiatives involving users, particularly women (i.e., PROWWESS-Promotion of the Role of Women in Water and Environmental Sanitation Services) , and communities in all stages of the water development process.

Materials in this fonds include but are not limited to internal and external correspondence (including letters, memoranda, and telexes), project files (including reports, Country Monitoring Evaluations-CMEs, agreements, Terms of References-TORs, progress reports, budgets, personnel management files, country information, research materials, and liaison records with external agencies), training material, research files, conference and workshop materials, departmental publications, and finance and accounting records.

The fonds contains records that reflect the various activities of the transport sector units including operational project support to the Regions, research, collaboration with external organizations, and participation or organization of conference, seminars, and workshops. The records were created and maintained by transport-related units beginning in the late 1960s with the Transportation Projects Department (TRP) and several successor units through to the Transport, Water, and Information and Communication Technologies Department (TWI) created in 2007.

While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the Transport Sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. The fonds contains a gap in the records between 1992 and 2000. The gap is likely due to the frequent organizational changes of the transport units and coexistence with other sectors in the same department or division and therefore records becoming intermingled. Chronological records of the Transportation, Water and Urban Development Department (TWU) from 1993 to 1995 are part of the Records of the Environmentally Sustainable Development Vice Presidency fonds. See the related units of description note for additional information.

An extensive volume of records in the fonds are related to the Highway Design and Maintenance Standards Model (HDMS) created in 1969 and to research projects that served as the basis for the model's creation.

Reports, working papers, memoranda, and correspondence are the most common record form. The records cover a broad range of subsectors and topics under transport development, including, but not limited to: road and highway design, management, and maintenance; rural roads; pavement performance; railway construction and modernization; maritime transport and port engineering; and aviation and air transport.

The fonds contains the records maintained as part of the World Bank Group's centralized files variously known as General Files (1946 - 1968), Central Files (1969 - 1971), the semi-centralized Bank Administration and Policy Records Stations (BAP, 1972 - 1974), Bank General Records Station and Administration and Policy Records Stations (BAPRS, 1975 - 1977) and Non-Regional Information Centers (NRIC, 1978 - 1987) with exceptions as described in the Arrangement field below. Records of the administrative unitsresponsible for the management of the General Files records center and its subsequent iterations are not included in this fonds except so far as these records were filed in Central Files. The date range of the Central Files is primarily from 1946 to 1986, however there are a small number of externally produced records dating from 1937 and the early 1940s as well as a single file dating 1987. The remainder of the 1987 files were likely handed over to the functional departments after the closure of the NRICin July 1987.

The departments whose records were centralized over time and represented most prominently in Central Files include (but are not limited to): Economics, Development Services, Technical Operations, Projects (and its sector divisions), and Administration.

Correspondence contained in the fonds includes letters, memoranda, cables, and other related records sent to and from the above departments and the Office of the President during the presidencies of Meyer, McCloy, Black and Woods. President records are otherwise nonexistent in the case of Meyer and are sparse for Woods, McCloy and Black in the Office of the President fonds. The Central Files also contains correspondence of the first Bank Vice Presidents which are fragmentary in the General Vice Presidents and Managing Directors fonds.

Records in this fonds document significant events and studies, administrative and organizational changes, governing bodies and committees, membership and obligations of countries, financial transactions, and the Bank's administrative and operating policies and processes including lending, projects, and development policy. The fonds comprises the general (non-regional) files on all topics not specific to a region or country as well as the membership, bond, and finance files relating to IBRD, IDA and IFC.

The general filing practice for correspondence between two offices within the Bank whose records were filed in Central Files was to save the copy of the document retained by the creating unit (often a yellow carbon copy) and to destroy the copy sent to the receiving unit, unless the receiving unit had annotated the document, in which case both copies were saved.

Records created by the Office of the Vice President (later Senior Vice President), Development Economics and Chief Economist (DECVP) comprise the bulk of the records in Fonds 14. Prior to the creation of DECVP in 1987, responsibility for directing economic research to provide insights into the development process rested with the persons serving as the Economic Adviser to the President in the 1960s and early 1970s, and later with the offices of the Vice President, Development Policy (VPD) and the Vice President, Economics and Research Staff (VPERS) whose records are part of this fonds. Files for both approved and rejected research projects in planning and development policy, population and human resources, industry and trade, and sector studies that were maintained in the offices of VPD, VPERS, and DECVP are included in this fonds.

This fonds also contains a small volume of records of the Bank's Economic Development Institute and records of the Bank's representatives to international organizations concerned with the development process: the Berne Union, the Paris Club, and U.N. organizations at Geneva, Switzerland. Also included are records of economist Bela Belassa who served from September 1966 to May 1991 as consultant to the Economic Advisers to the President, VPD, VPERS, and DECVP.

The following officials served during the period 1964 to 2003 in predecessor organizations or positions whose functions became part of DECVP in the 1987 Bank reorganization and as DECVP following that reorganization:

Economic Advisers

• Irving Friedman: 1964 - 1970

• Hollis B. Chenery: 1970 - 1972

Vice President, Development Policy (VPD)

• Hollis B. Chenery: November 1972 - February 1982

Vice President, Economics and Research Staff (VPERS)

• Hollis B. Chenery: February 1982 - August 1982

• Anne Krueger: August 1982 - December 1986

• Benjamin B. King (Acting): January 1987 - May 1987

Vice President and Chief Economist (DECVP)

• Stanley Fischer: 1988 - 1990

• Lawrence Summers: 1991 - 1993

• Michael Bruno: 1993- 1996

• Joseph E. Stiglitz: 1997 - 2000

• Sir Nicholas H. Stern: 2000 - 2003.

Fonds contains field notes and other documents from Adrian Wood's work on China as a member of the World Bank's China Division from 1980 to 1985, material related to his World Bank consultancies on China from 1985 to 1995, and documents in the form of articles and presentation slides containing his retrospective views from 2015 to 2018. Also included are photos related to mission and conference travel from Wood's time at the Bank and as a consultant.

Note that a small number of annotations on the recordsand paper inserts containing explanatory notes have been added by Adrian Wood in 2022 prior to the transfer of the records to WBG Archives' custody, and after his employment at the World Bank Group.