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Records of the Consultative Group on Food Production & Investment in Developing Countries

  • WB IBRD/IDA CGFP
  • Archief
  • 1975 - 1978
  • 1975 - 1978

The records of the Consultative Group are of three types: the records of the four meetings of the Group, the correspondence of the secretariat, and the files on the projects sponsored by the Group.

Read together, the records of the meetings and the correspondence provide a miniature study of the difficulties of international cooperation in the middle of the Cold War. The Consultative Group was organized by the World Bank, the Food and Agriculture Organization, and the United Nations Development Program, each of whom had a slightly different view of the mission of the Group. Shortly after the Group began its work, the United Nations slightly changed the charge to the Group; the United States, which had been the original sponsor of the idea of a Consultative Group, grew disenchanted; the Soviet bloc nations were not represented on the Group; uncertainly over the intentions of the OPEC nations in supporting food production grew; while tensions between food importing nations and food exporting nations hovered over debates. Add to this an injunction to the secretariat to coordinate but not to operate programs, all the while serving three masters at once, and the Group was probably doomed from the start. All of these topics can be researched in the records.

The project files are primarily those of national food plans. The Group's principal effort was to assess the food needs to be met in a specific country as far as food supply and related investments are concerned. It worked out a model for a national food plan, and plans were attempted by Bangladesh, Haiti, Honduras, Senegal, Sudan, and Upper Volta. Any researcher interested in the history of food production and consumption in those countries will find a baseline in these files. In addition, the Group commissioned a report on water resources development in the Narmada River basin of India for irrigation agriculture, and the report is in the files.

Consultative Group on Food Production and Investment in Developing Countries

Personal Papers of Lester Nurick

  • WB IBRD/IDA NURICK
  • Archief
  • 1946 - 2004
  • 1946 - 2004

The topics to which the records relate reflect issues of personal interest to Nurick or issues which he handled on behalf of his clients. Records relate to the legal structure of the World Bank as an institution and of its lending operations. Records relate to litigation and specific World Bank lending projects, such as the Volta River power projects in Ghana, the Shashe project in Botswana, the Falconbridge ferronickel project in the Dominican Republic, and the Boke project in Guinea. Records also relate to administrative and personnel issues in the World Bank. A small amount of materials collected, such as publications and invitations, that relate to Nurick's time at the World Bank Group are also included.

Nurick, Lester

Records of General Vice Presidents and Managing Directors

  • WB IBRD/IDA MDS
  • Archief
  • 1949, 1968 - 1974
  • 1949, 1968 - 1974

The records of the era of the general vice presidents are fragmentary. A few records of a Middle East and North African trip by Robert L. Garner exist, as does a file on a meeting in Jogjakarta attended by Mohamed Shoaib. The files of Sir Denis Rickett contain important records on studies of the future role of the Bank, as well as information on the Bank's reactions to the oil crisis of the early 1970s.

General Vice Presidents and Managing Directors

Personal papers of Benjamin B. King

  • WB IBRD/IDA KING
  • Archief
  • 1964-1994 (predominant 1982 - 1989)
  • 1964-1994 (predominant 1982 - 1989)

The papers consist of a body of materials related to Zambia and a set of general policy and issues papers. King undertook a mission to Zambia for the Bank and wrote a report on it, and he collected information about and remained interested in Zambia thereafter. The materials related to Zambia include four documents prepared and distributed for the December 1986 meeting of the Consultative Group on Zambia, which had had its first meeting in June 1978. Most of the other documents related to Zambia are internal World Bank documents, with a few Bank publications and some publications from other sources. The materials are arranged in four sections: Consultative Group documents; unpublished Bank materials; Bank publications; and other publications. This is a useful body of materials for an overview of Zambian economic issues in the 1980s.

The policy and research papers cover a wide variety of subjects including structural adjustment lending and sector adjustment lending, agriculture, Japan and Ghana, and Bank history. All the policy and research papers are Bank papers except six items, which are identified by source on the item list. They are arranged by date of preparation or publication.

King, Benjamin B.

Records of the Europe and Central Asia Regional Vice Presidency

  • WB IBRD/IDA ECA
  • Archief
  • 1946 - 2011
  • 1946 - 2011

This fonds has been provisionally arranged into eight series. Sub-headings are used to break up the content of this field according to provisional series. For a complete list of the provisional series, see the "System of Arrangement" field below.

Operational records

The majority of the records in this fonds are country operational records. The "operational records" series contains records related to the Bank's operational work overseen by the Europe and Central Asia region (ECA) Vice Presidency and its predecessors. Records relate to investment, structural adjustment, technical assistance, and economic and sector work (ESW) financed, co-financed, and / or managed by the Bank. Note that projects financed or co-financed by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are included.

The records in this fonds were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997-2011) as well as the Economic Department (1946-1952), Technical Operations Department (TOD, 1952-1965), Projects Department (1965-1972), regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2011). See the "Administrative history" field for a history of these units and their functions. Records specifically relate to operations in countries overseen by the ECA as of 2016. These countries have remained constant since 1991 when ECA and the Middle East and North Africa region (MNA) were created out of the former Europe, Middle East, and North Africa region (EMN or EMENA). Records relating to these countries created while they reported to EMN and its predecessors prior to 1991 are also included. Note that records of regional projects or programs that span more than a single country are also included in this series as are records relating to the World Bank's involvement with the Soviet Union prior to its dissolution and, following dissolution, to Russia and other former Soviet republics.

Records relating to all phases of the World Bank Project Cycle, from conception through negotiation and completion, are found in this series. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the regional units that provided project support and the departments and Vice President front office responsible for review. Included are records relating to not only completed projects but also to abandoned (or dropped) projects (i.e. projects that were abandoned in the course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which were suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, fund disbursement, completion, and review of each individual project. Correspondence is in the form of letters, printed email, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, and back-to-office reports. Correspondence is between Bank staff and government officials, ambassadors, institutions, contractors, and consultants.

Project records may also include: Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; Project Completion Reports (PCRs, also known as Completion Reports); consultant reports; supervision reports; and final versions of mandatory reports. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found. External documentsreceived from borrowers, contractors, consultants, etc., including studies, reports, plans, specifications, PIIF documents, etc., are also included.

General country files are also included in the "operational records" series. These refer to correspondence (often in the form of chronological files), topical and subject files, and other records related to IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work studies and research, analysis, and the development of sector and country programs, policies, and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; country liaison; resident representatives; and Country Program Papers (CPP) preparation. Records relating to and filed according to the various sectors of investment are also included. In each series, country sector topics may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; governance; public sector development; private sector development; and social development. Records related to the membership of former Soviet republics and other eastern European countries are also included in this series. General country file records take the form of correspondence, memoranda, minutes of meetings, notes for files, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to other analytical and advisory activities (AAA) and the related collection of data for these activities may also be included. These records may include research material in the form of surveys and spreadsheets and guides created or used for analysis or processing of data.

Country-specific records relating to country program management are also included in the"operational records" series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may relate to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings;final versions of reports; consultant reports on specific sector or project issues; meeting summaries and notes; and background materials used in the preparation of reports.

Also included in this series are informational records related to each country and to development issues specific to that country. Many of the topics covered in these records are focused on the various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as press releases, speeches and addresses, and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and records related to the activities of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics may include common development sectors (agriculture, transportation, education, etc.) as they relate to specific countries as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation and economic situation; debt; cofinancing, trust funds, and small grants programs; and natural resource management.

Conferences, meetings, and seminar organization and/or attendance

Fonds includes records related to the planning and attendances of conferences, meetings, seminars, and training organized or attended by ECA staff. Records may relate to events planned by various organizational units within the Vice Presidency, including Country Departments. Records may relate to the identification and selection of themes, topics, speakers and / or participants. Series may also include: proposals; reports; transcripts; copies of invitations and brochures; and administrative arrangements.

External aid coordination and multilateral development assistance

Fonds consists of records relating to the development and implementation of strategies for cofinancing and other instances of development coordination with bilateral and multilateral organizations. Records relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), multilateral and bilateral organizations (government agencies, United Nations Development Programme [UNDP], Organization for Economic Cooperation and Development [OECD], etc.), and other partner organizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; and external funding for consultants. In addition to correspondence, records may include: copies of agreements and other legaldocuments; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; trust fund audits; and other related materials.

The series also contains records documenting the establishment, proceedings and activities of the consultative groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. These include Consultative Groups for Kazakhstan (1992), Kyrgyz Republic (1992), Azerbaijan (1992), Uzbekistan (1992), Bulgaria (1992), Moldova (1993), Belarus (1993), Armenia (1993), Romania (1993), Belarus (1993), Ukraine (1995), Georgia (1996), Tajikistan (1996), and Moldova (1997). Files contain correspondence between the country department staff, the chairman who was typically the Country Director, and members of the consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings organized by country staff in between consultative group meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative group; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund and other multilateral participants or observers.

Also included are the set of official meeting documents of the Bank-chaired consultative groups aforementioned that contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's report of proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain small amount of administrative correspondence authored by Secretary's department or the Area or Country Department concerning meeting preparations, distribution of documents or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to donor meetings or conferences chaired by the department, and consortia and consultative meetings chaired by other organizations including the Organization for Economic Development (OECD) consortia for Turkey and Greece in which the Bank participated beginning in the early 1960s. The department provided studies of Turkey's economic performance and prospects for discussion at the meetings.

VP Subject files

Fonds contains records relating to a variety of activities of which the Office of the Europe and Central Asia (ECA) Vice President is responsible or involved. As described in the "Administrative history" field above, ECA was created out of the former Europe, Middle East, and North Africa (EMN or EMENA) Vice Presidency in 1991. For records of the EMN Vice Presidency, see "Related units of description" field below.

Records in this series may relate to: public relations; borrower feedback; and VP unit evaluation and organization. Also included are country files relating to high-level involvement in projects, economic and sector work, and technical assistance. Records include correspondence and internal memoranda as well as country and thematic briefs, and meeting materials.

Departmental Communications and Support

Fonds consists of records related to the maintenanceof ECA country departments' relationships with its client community both within and outside of the Bank Group as well as with the general public in individual countries. Records may relate specifically to the development of departmental and Bank-wide public relations policies, procedures, and communication strategies and major public relations initiatives and communication campaigns, such as the publication of reports. Records may include: correspondence; presentation slides and notes; press releases; transcripts of interviews; and talking point memos.

Fonds also consists of briefing books prepared for senior World Bank officials in preparation for visits to European and Central Asian countries as well as for participation in meetings, seminars, and speeches. Briefing books were created by ECA units including VP front office staff and were prepared for ECA senior officials as well as for other senior Bank staff including World Bank presidents and Executive Directors. Briefing books commonly contain: programof country visit; background profiles on country leaders and officials; talking points; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; and other World Bank authored reports which serve as background information. In some files, travel information accompanies or is part of the briefing books.

Business plan and budget management records

Fonds includes records relating to the business plan and budget management activities (i.e. planning, implementation, monitoring, and review) of the Region. These records include: annual budget files created by the Region's budget and administrative units; Business Plans covering three-year periods; and Retrospective and Mid-Year Reviews. Records relating to the budgets of country and technical departments are included primarily in the form of correspondence and budget reports and tools. Budget records created by the Regional VP are also included.

Department directors' chronological files

Chronological files created and maintained by ECA country department directors and technical department directors are included in this fonds. These may include incoming and outgoing correspondence, copies of reports, and copies of other records created or received within the unit.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functional responsibilities and policy development are included in this fonds. Topics may include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; field office management; VP-wide coordination and direction; departmental reviews; management retreats; regional objectives and operational directives; staff surveys; and staffing. Records may include: work program agreements; monthly reports and operational summaries; research program materials; various task force records including some final reports; unit reviews; management team meeting records; World Bank procedures and guidelines; and general correspondence including those disseminated from the ECAVP to VP staff. Fonds also includes the chronological files of ECA Vice President Johannes Linn.

Europe and Central Asia Regional Vice Presidency

Records of Individual Staff Members

  • WB IBRD/IDA STAFF
  • Archief
  • 1946 - 1992
  • 1946 - 1992

A number of individuals accumulated bodies of records from various offices in which they served. When these individuals retired or resigned from the Bank, these records were transferred to the Archives. Because the records cover the individual's career in more than one office, the records cannot be assigned to a fonds for a single office. Consequently, this fonds is established to describe these records.

Some records in this fonds are duplicates of others found in the Central Files or in fonds for particular offices. Others, however, appear to be absolutely unique. For example, -Bernard Bell served as the special representative of the Bank in Indonesia during 19??-19??, and when he returned to headquarters, he brought with him some of the records of the Indonesia office. In addition, he made a study for the Bank on contract before he was hired as a regular staff member, and materials relating to the study are also found in the records. In another instance, Leonard Rist was interested in the historyof the Bretton Woods agreement, and collected duplicate copies of documents relating to it. When Rist retired, the Archives received both his correspondence files from different offices in which he served and the collection of Bretton Woods items.

Researchers interested in the offices in which these individuals served should review the sub-fonds descriptions on the records.

Individual Staff Members

Reference Collection on World Bank History

  • WB IBRD/IDA REF
  • Archief
  • 1938 - 1985
  • 1938 - 1985

This fonds hold copies of records from other repositories that relate to the history of the World Bank. One group of records copied from the Franklin D. Roosevelt Library deals with the Bretton Woods conference. A second group, copied from the Harry S Truman Presidential Library, consists of selected documents on the Bretton Woods conference and the early years of the Bank. A third body is copies of records from the United States Government's Office of Agriculture, Technical Advisory Bureau, Agency for International Development, dating from 1970-1976. The records relate to agricultural research and to the founding of the Consultative Group on International Agricultural Research. The final body is a copy of the J. Burke Knapp papers at the Hoover Institution, which were copied for a history of the Bank prepared by the Brookings Institution. When the copies were not longer needed by the history project they were given to the Archives. Finally, the Bank obtained copies of a few oral history interviews from the Truman Library and the Columbia University Oral History Research Office.

Reference Collection on World Bank History

Joint Bank-Fund Library Collection on Presidents of the World Bank

  • WB IBRD/IDA PRES
  • Archief
  • 1946 - 1987
  • 1946 - 1987

Clippings, speeches, press releases, biographical information, and occasional copies of letters and memoranda by and about Bank Presidents Eugene Meyer, John J. McCloy, George D. Woods, Robert S. McNamara, A.W. Clausen, and Barber C. Conable, Jr. Pre-presidential material, primarily speeches, is included for McNamara, Clausen, and Conable, and post-presidential material is included on McNamara.

Material on McNamara makes up the bulk of this collection. Clippings and speeches that were maintained in McNamara's office as a reference set during his Presidency were brought to the Library, probably by Blanche Moore, one of McNamara's assistants, who went to work for the Joint Library after McNamara retired. These items from McNamara's office formed the basis of the Joint Library collection; consequently, the materials on McNamara are far more complete than those on any of the other presidents.

The series is accompanied by an index to items within the series, arranged by President. A section of the index refersto items on Eugene Black, which are not present in the collection.

Joint Bank-Fund Library Collection on Presidents of the World Bank

Robert W. Oliver Collection on George D. Woods

  • WB IBRD/IDA WOODS
  • Archief
  • 1935 - 1986
  • 1935 - 1986

The collection includes copies of the oral interviews Oliver conducted in preparing his biography and copies of a portion of the Woods papers that he had at his disposal when writing the biography. It also contains the clippings files that George Woods maintained during his failed attempt to become the head of the Agency for International Development in 1961 and his successful appointment as head of the World Bank in 1962. Original photographs of George and Louise Woods and copies of photographs from various sources, including the World Bank, are included. The copy photographs were made for reproduction in Oliver's biography of George Woods, and many are annotated by Oliver. A small quantity of memorabilia and published materials relating to both George D. and Louise Woods is included.

Robert W. Oliver Collection on George W. Woods

Personal Papers of William Clark

  • WB IBRD/IDA CLARK
  • Archief
  • 1967 - 1981, 1985
  • 1967 - 1981, 1985

William Clark's notebooks provide a unique view of the World Bank during the McNamara years. Although some of this material found its way into the memoirs, the notebooks contain colorful and candid entries that are not in print. The description of the first meeting of McNamara's President's Council, for example, is much fuller and more lively in the notebooks than in the memoirs.

The notebooks, all of which are handwritten, contain a mix of items, ranging from draft memos and letters either for Clark's signature or for McNamara's, drafts of speeches and press articles, notes on meetings and conversations, diary-type entries and memoir drafts, to grocery lists. The subjects cover an equally broad range of topics, including relations with the United Nations, development issues, public support strategies for the Bank, and the Pearson and Brandt Commissions that studied development issues during the McNamara years. The files contain documents and clippings about Clark's appointment to the World Bank and McNamara's appointment to the World Bank Presidency, letters and notes about writing an article for Foreign Affairs and on the development of the memoirs, and copies of some Bank records from the McNamara years.

One of the notebooks contains a 14-page account of the start of the Suez crisis that Clark wrote in 1976, twenty years after events, plus another twelve pages of notes. It differs from the Suez piece in the memoirs.

Clark, William

Records of the Africa Regional Vice Presidency

  • WB IBRD/IDA AFR
  • Archief
  • 1946-2010
  • 1946-2010

The countries included in the Africa region (AFR) have remained constant throughout its history, with the exception being the removal of northern African countries (Egypt, Libya, Algeria, Tunisia, and Morocco) into the Europe and Middle East Department (EME) in 1965. These countries have since remained in regional units responsible for Middle East countries. Records related to operations in these countries are not included in this fonds.

This fonds has been provisionally arranged into 13 series. Sub-headings are used to break up the content of this field according to provisional series. For a complete list of the provisional series, see the "System of Arrangement" field.

Operational records

The majority of the records in this fonds are country operational records. The records in the "operational records" series broadly consist of project records relating to the negotiation and administration of loans as well as general country records relating to economic and sector study. These records were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997-2010) as well as the Economic Department (1946-1952), Technical Operations Department (TOD, 1952-1965), Projects Department (1965-1972) and regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2010). See the "Administrative history" field for a history of these units and their functions.

Records related to the Bank's projects overseen by AFR are contained in the "operational records" series. These records relate to investment, structural adjustment, and other development projects financed, co-financed, and / or managed by the Bank. Note that projects funded or co-funded by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are included.

Records relating to all phases of the World Bank Project Cycle, from conception through negotiation and completion,are found here. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the regional units that provided project support. Included are records relating to not only completed projects but also to abandoned (or dropped) projects (i.e. projects that were abandoned in the course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which were suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, fund disbursement, completion, and review of each individual project. Correspondence is in the form of letters, printed email, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, and back-to-office reports. Correspondence is between the Bank and government officials, ambassadors, institutions, contractors, and consultants.

Project records may also include: Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; Project Completion Reports (PCRs, also known as Completion Reports); consultant reports; supervision reports; and final versions of mandatory reports. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found. External documents received from borrowers, governments, contractors, consultants, etc., including studies, reports, plans, specifications, PIIF documents, etc., are also included.

General country files are also included in the "operational records" series. These refer to correspondence (often in the form of chronological files), topical and subject files, and other records related to IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work study, research, analysis, and the development of sector and country programs, policies, and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; cofinancing; consultative groups; aid groups; country liaison; resident representatives; Country Program Papers (CPP) preparation; and Project Implementation Review (PIR). Records relating to and filed according to the various sectors of investment are also included. In each series, country sector files may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; governance; public sector development; private sector development; and social development. General country file records take the form of correspondence, memoranda, minutes of meetings, notes for files, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to other analytical and advisory activities (AAA) and the related collection of data for these activities may also be included. These records may include research material in the form of surveys and spreadsheets and guides created or used for analysis or processing of data.

Country-specific records relating to country program management are also included in the "operational records" series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may relate to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; consultant reports on specific sector or project issues; meeting summaries and notes; and background materials used in the preparation of reports. Briefing papers prepared for Annual Meetings and other reports to management may also be included.

Also included are informational records related to each country and to development issues specific to that country. Many of the topics covered in these records are focused on the various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as press releases, speeches and addresses, and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and documents related to the activities of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics include common development sectors (agriculture, transportation, education, etc.) as they relate to specific countries as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation and economic situation; debt; cofinancing and trust funds; and natural resource management.

Regional operational records related to the Africa Region are also included in this fonds. Included are the records of projects or programs that span more than a single country, such as the founding of new regional banks, the establishment of a common market, tourism projects, and the creation of regional infrastructure, such as roads, ports, electric power generation and telecommunications. Records relating to the Region's participation in interrelated development activities that have been aggregated into a coordinated development program are also included. These include, for example, the Onchocerciasis Control Programme and the Sub-Saharan Africa Transport Program (SSATP). The types of project-related records are similar to those described in the country operational records above. Also included are general records related to economic, social and sector work study and analysis and the development of sector and regional programs, policies, and strategies. In terms of topic and form, these records are also similar to the general operational records described above. However, records relate to either the region as a whole or to multi-country areas of the region.

Project auditing

Series contains records relating to the regular auditing of Bank-funded projects in the Africa region conducted by the Operational Quality and Knowledge (AFTQK) department within AFR. Records primarily contain audit reports produced by external firms but may also contain: correspondence; project appraisal documents; legal agreements; and implementation completion reports.

Departmental subject files, reference materials, and correspondence files

Non-country specific reference materials and subject files maintained by regional departments including both country departments and sector units are included in this fonds. Topics include the various development sectors as well as Bank operational topics such as: policy development; project identification; project procurement; consultants; exports; macroeconomic stability and growth; and private sector assessment. Reference materials may originate from elsewhere within the Bank or external to the Bank and may include: books; journals; magazines; newspaper clippings; articles; extracts, directories; manuals; handbooks; guides; Bank reports; and dissertations. Subject files related to sector-related organizations are also included. These records may include: reports published or disseminated by associations; correspondence between the Bank and organizations; meeting related records; and coordination records.

External aid coordination

Series consists of records relating to the development and implementation of strategies for cofinancing and other instances of aid coordination. Records originate in country and sector departments and relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), and other concerned organizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; cofinancing and trust funds; the Special Program for Assistance (SPA) in Africa; the Consultant Trust Fund Program (CTFP); and external funding for consultants. Records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; and other related materials. Series also contains correspondence files of the Regional Cofinancing Advisor. Records were created while the position was held by Philip Birnham (1985 to 1995) and by Alison Rosenberg (1995 to 1998). The records relate to overall coordination of cofinancing forthe Africa Region and, specifically, to the Special Program of Assistance (SPA) for Africa.

Series consists of records relating to the development and implementation of strategies for cofinancing and other instances of aid coordination. Records originate in country and sector departments and relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), and other concerned organizations. Specifically, records may relate to: collaborative development assistance;; Bank-sponsored seminars and conferences; cofinancing and trust funds; the Consultant Trust Fund Program (CTFP); and external funding for consultants. Records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; and other related materials.

The series also contains records documenting the establishment, proceedings and activities of the consultative groups and aid groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. These include consultative groups for Nigeria (1962), Sudan (1963), Ghana (sponsored by Bank from 1970 after participation under IMF sponsorship since 1967), East Africa (1968), Ethiopia (1971), Zaire - Democratic Republic of Congo (1971), Tanzania (1977), Uganda (1978), Zambia (1978), Mauritius (1980), Somalia (1983), Sao Tome and Principe (1984),Senegal (1984), Zambia (1984), Mauritania (1985), Gambia (1986), Madagascar (1986), Malawi (1986), Mozambique (1987), Guinea (1987), Zimbabwe (1992), Eritrea (1994), Sierra Leone (1994), Angola (1995), and Cote d'Ivoire (1995). Many of the consultative groups typically met bi-annually for several successive years or for longer than a decade such as Nigeria and Tanzania with Bank staff leading smaller sector or local consultative meetings in between the bi-annual group meetings. Files contain a large body of correspondence between the country department staff, the chairman who was typically the Area or Country Director for consultative groups, and donor members of the groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative groups; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund and other multilateral participants or observers.

Also included are the set of official meeting documents of the earliest Bank-chaired Consultative Groups for Sudan and Nigeria and other countries aforementioned that contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's report of proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain small amount of administrative correspondence authored by Secretary's department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to donor meetings or investor conferences chaired by the department, and consultative meetings or roundtables chaired by other organizations outside of the Bank including Organization for Economic Development (OECD) and United Nations Development Program (UNDP) in which the Bank participated beginning in the early 1970s. These include (but are not limited to) Central African Republic, Burundi, Benin, Cape Verde, Sao Tome and Principe, Guinea-Bissau, Rwanda, Lesotho, Togo and Mali.

Participation in external working and policy groups, committees, and other organizations

Series consists of records related to AFR staff participation in committees, task forces, working and policy groups, and other organizations external to, but in some cases sponsored by, the World Bank. Many of these organizations focus on regional cooperation, development, and research, such as the Central African Customs and Economic Union (UDEAC), the West African Economic and Monetary Union (UEMOA), the Special Programme for Research and Training in Tropical Diseases (TDR), and the Global Coalition for Africa (GCA). Records may relate to administration, membership, and activities of organization, and the work or research undertaken or sponsored by the organization.

VP Subject files

Series contains records relating to a variety of activities of which the Office of the Africa Vice President are responsible or involved. These include: public relations; borrower feedback; VP reorganization; and VP unit evaluation and organization. The records include correspondence and internal memoranda related to the various activities, as well as country and thematic briefs and meeting materials. Records related to the Region's participation in and leadership of the joint World Bank-IMF Africa Club for staff are included. A small amount of audio visual material in the form of video and audio tapes are also included in this series. They include recordings of interviews, meetings, and social and cultural events. A small amount of records also relate to the visit of World Bank senior staff, including World Bank presidents, to African countries and meetings held with country leaders during these trips.

VP Correspondence

Series includes the chronological files of a number of AFR Vice Presidents, including: Vice President Edward Jaycox (1991-1996); jointly Jean-Louis Sarbib and Callisto Madavo (1996-1997, during which time the two shared the position of AFR Vice President); Gobind Nankani (2004-2007); and Obiageli Ezekwesili (2007-2008). Chronological files of the VP front office and individual front office staff are also included.

Series contains the "Commodity files" of Barend de Vries, Chief Economist for the Western Africa Department and Region between 1970 and 1975. Included are copies of memos and reports relating to international and regional production and pricing of various commodities. Also included are Bank produced reports on commodity trade and price trends and price forecasts as well as papers on population and family planning programs for Africa.

Departmental Communications and Support

Series relates to the activities of AFR departments asked, usually on an ad hoc basis, to respond to correspondence addressed to World Bank Group presidents, regional Vice Presidents, and other staff members.

Series also consists of briefing books prepared for senior officials in preparation for visits to African countries as well as for participation in meetings, seminars, and speeches. Briefing books were created by AFRunits including VP front office staff and were prepared for AFR senior officials as well as for other senior Bank staff including World Bank presidents and Executive Directors. These books commonly contain: program of country visit; background profiles on country leaders and officials; talking points; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; and other World Bank authored reports which serve as background information. In some files, travel information accompanies or is part of the briefing books. A small amount of photographs of dignitaries and bank senior officials documenting their visits to resident missions is also included.

Business plan and budget management records

Series includes records relating to the business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. These records include annual budget files created by the Region's budget and administrative units as well as Business Plans covering three-year periods and Retrospective and Mid-Year Reviews. Records relating to the budgets of country and technical departments are included primarily in the form of correspondence and budget reports and tools. Budget records created by the Regional VP, Country Departments, and the Regional Resource Management and Information Technology Department (AFTRM) are included.

Department directors' chronological files

Chronological files created and maintained by AFR country department directors and technical department directors are included in this series. These may include incoming and outgoing correspondence, copies of reports, and copies of other records created or received within the unit.

Procurement policy, assessment, review, and training

Series contains records related to the regional oversight of procurement for goods and services needed for operational work. Activities include the review and audit of procurement activities. Procurement audits and review evaluate: project preparation procedure with regard to procurement; internal regional procedures; country procurement practices; and other activities. Records also consist of correspondence and documents relating to the review of ongoing project procurement activities.

Records also consist of background correspondence and documents relating to the formulation of Country Procurement Assessment Reports (CPAR). Records related to procurement training activities are also included.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functional responsibilities, work program, and policy development are included in this fonds. Topics may include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; coordination and direction; departmental reviews; regional objectives and operational directives; and staffing. Records may include: work program agreements and monthly reports; research programmaterials; various task force records including some final reports; unit reviews; management team meeting records; management retreats; records related to the 1987 and 1991 reorganizations of the operations complex and subsequent reorganization of the Technical Departments; and general correspondence.

Series also includes records maintained in the Region's front office relating to the activities and management of the Region's field offices. Records may include: correspondence; reports; Terms of Reference; establishment agreements; audit reports; and contracts. Records may relate to administrative matters such as: renovation; security; inventory; capital budget; audits; and local staff.

Africa Regional Vice Presidency

Personal Papers of Orvis A. Schmidt

  • WB IBRD/IDA SCHMIDT
  • Archief
  • 1932 - 1947
  • 1932 - 1947

The papers cover the period of Schmidt's service with the US Treasury and include his files on his dissertation. Both the Treasury and the dissertation materials include subject files; some topics overlap; all concern Brazil exclusively. The files do not include materials on either the Bretton Woods conference or his work at the World Bank.

Schmidt obtained and translated many official Brazilian government documents for the Treasury Department. These translations are found both in a general translationfile and in subject files.

The files are of interest primarily to students of the economic history of Brazil.

Schmidt, Orvis A.

Records of the Consultative Group on International Agricultural Research (CGIAR)

  • WB IBRD/IDA CGIAR
  • Archief
  • 1970 - 2000
  • 1970 - 2000

The records in this series reflect the two principal activities of the Consultative Group: funding and evaluating the international institutes. The Group's activity is carried out through regular informal contacts, through consultation at yearly or semi-annual meetings, and through inspection visits to the centers. The records document the debates on whether to fund new institutes or new programs within existing institutes; what is the healthiest relationship between the international institutes and national research and extension programs; and how to manage the related roles of the Council and the Group, the two secretariats, and the four co-sponsors. A substantial amount of correspondence also is created during the sensitive process of selecting Council members and choosing leaders of the institutes.

The records of the meetings give a bird's eye view of the state of international agricultural research on topics ranging from pest control to rice production to the state of post-harvest technologies. Background papers, mission reports, priorities papers, instituted evaluations, minutes, verbatim transcripts, and correspondence range over every subject in agriculture. Of particular interest are the debates on how to support the collection, evaluation and conservation of plant genetic resources, which ultimately led to the establishment of the International Board for Plant Genetic Resources and a central fund to support it. Changing research interests can also be followed, as well as the growing awareness of the role of women in agriculture, the increasing appreciation of the role of the small farmer, and the heightening concern over the fragility of environmental balance.

Of particular importance is the collection of publications and reports from all the institutes that are supported by CGIAR. Through these publications, the regular evaluation reports, the institute work plans and the regular correspondence, the successes and failures of each institute can be charted. The central files contain massivefiles on the institutes, often including such difficult to locate items as minutes of institute meetings. In the early 1990s a CGIAR project put a large body of the publications from the institutes on a set of 17 CD-ROMS; these publications and others are found in the series of institute publications.

Consultative Group on International Agricultural Research

Records of the Development Committee

  • WB IBRD/IDA DC
  • Archief
  • 1974 - 1998
  • 1974 - 1998

The Joint Ministerial Committee of the Boards of Governors of the World Bank and the International Monetary Fund on the Transfer of Real Resources to Developing countries, usually known as the Development Committee, is an advisory body only. The primary function of the staff of the Committee is to arrange the Committee's semiannual meetings where issue papers are discussed. The records of the Development Committee, therefore, are primarily those of meetings and of the discussion documents prepared for the meetings. Transcripts of the proceedings exist for all meetings of the Committee, and are the only series of records that covers the entire history of the Committee.

The Committee's activities include support for international cooperation in development activities, coordination of international efforts in finance development, and advice to the Boards of Governors of the Bank and the Fund on all aspects of the transfer of real resources to developing countries. These activities are reflected in both thepapers prepared for the Committee and in the work of a number of task forces and working groups the Committee established in the 1970s and 1980s.

During its first twenty years of existence, the Committee staff maintained subject and administrative files that contained background information on topics, programs, organizations, and meetings of relevance to the Development Committee's interests. Because during part of this period the Executive Secretary of the Development Committee also served as the DeputySecretary of the World Bank, some information in the subject and administrative files relates primarily to the Bank and its activities rather than to the Committee itself. These files are now discontinued, and the Committee staff files all records relating to a meeting, including administrative matters, background information, and official numbered documents, in a central meetings file. Chronological files have also been discontinued as of 1998.

Development Committee

Records of the Operations (Loan) Committee

  • WB IBRD/IDA LC
  • Archief
  • 1948 - 1997
  • 1948 - 1997

The records of the Loan Committee consist of three distinct types of files: minutes; records of the chairman; and background information. The official Loan Committee minutes were maintained by the Bank's Central Files unit until 1987; this Central Files series is the first series of this fonds. Thereafter the official set of minutes became the responsibility of staff attached to the office of the Committee chairman; the second and third series are these records. Some gaps exist in the minutes, but records of these meetings may be found in the series of records of the chairman.

The chairmen of the Commitee also maintained records that, while partly duplicating the series of official minutes, also contain handwritten notes and annotations revealing the chairman's personal reactions to proposals. These are the fourth and fifth series in the fonds.

The bulk of the fonds is a series of project files, mainly from the 1980s, arranged by country. Each file contains the basic documents relating to the Committee's actions on a specific project. While the series of minutes show the chronological development of lending, this background series enables the researcher to look at all projects in a country or region to understand the project emphases in a geographical area. Taken together, the series in this fonds provide a comprehensive picture of the Bank's projects and the shifting priorities in lending policy over time.

Operations (Loan) Committee

Records of the East Asia and Pacific Regional Vice Presidency

  • WB IBRD/IDA EAP
  • Archief
  • 1947 - 2008
  • 1947 - 2008

Note that the countries included in the East Asia and Pacific Region fonds fluctuated over the years; countries were moved from one Region to another and Regional Vice Presidencies were merged and separated. The only significant impact this had on the records of this fonds is the exclusion of Burma/Myanmar's operational correspondence previous to 1987. As described in the "Scope and Content" field above, Myanmar was moved into EAP unofficially in 1987 and officially in 1991.

Also note that this fonds has been provisionally arranged into one sub-fonds and twelve series. Sub-headings are used to break the content of this field up according to sub-fonds and series. For a complete list of the provisional series, see field the "System of Arrangement" field below.

Asia operational correspondence (sub-fonds)

The majority of the records in the Asia operational correspondence sub-fonds are the result of a records management decision implemented by the central files classification system and then, after 1972, by the Regional Information Service Centers (RISCs). Two "Operational correspondence - Asia" classes of records were created in which records related to Asian regional lending and programming, economic and sector work, and reference were filed together regardless of unit of origin. Records were thus created by the units of the various Asia and East Asia regional department and Vice Presidency iterations, including: department heads, and, after 1972, Vice Presidents; Country Program Department heads and staff; and Projects/Technical Department heads and staff. Note that records of the Technical Departments (AST) units that were shared by SAR and EAP between 1991 and 1997 are included in these records. See 2.3 for further elaboration.

Records relate to a variety of topics that pertain to operations in the Asian region and to individual countries. These include: Bank missions to Asian countries; potential and ongoing projects; conferences attended by Bank staff; investment promotion; technical assistance in the region; UNDP projects; operations policy; external debt; audits; co-financing; Economic Development Institute (EDI); Project Implementation Review (PIR); and sector research and policy work. Records related to multilateral institutions with which the Bank has a relationship are included. Institutions include: the Asian Development Bank (ADB); Private Investment Corporation of Asia (PICA); Asian Institute of Economic Development; the Colombo Plan; the Mekong Committee; and the South Pacific Commission.

Also included in this sub-fonds are a small number of records created by the Asia Vice Presidency (ASI) during its existence between 1987 and 1991. These records were not transferred to the Asia RISC and were thus not classified according to the RISC classification system. Records include correspondence and reports related to UNDP projects (specifically RAS/86/160 - Water Supply and Sanitation Sector Development) as well as records related to regional Economic and Sector Work (ESW) maintained by the ASI Front Office from 1987 to 1991. Lastly, records of ASI Chief Economist Oktay Yenal are included. The majority of these records are correspondence from Yenal to ASI Vice President Attila Karaosmanoglu in which Yenal provides comments and advice. Note that while Yenal's records cover the entire period of ASI's existence (1987-1991), a small amount also relate to Yenal's time as Chief Economist of EAP from 1984 to 1987; during this time he was also reporting to Karaosmanoglu and the records are similar in character. A file containing Yenal's speeches from between 1989 and 1991 is also included.

Country operational records

The majority of the records in this fonds are country operational records. The records in the "Country operational record" series broadly consist of project records relating to the negotiation and administration of loans and general country records relating to economic and sector study. These records were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997- ) as well as Economic Department (1946-1952), Technical Operations Department (TOD), Projects Department (1965-1972) and Regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2009).

Records related to the Bank's projects overseen by EAP are contained in the "Country operational records" series. These records relate to investment, structural adjustment, and other development projects financed, co-financed, or managed by the Bank. Note that projects funded or co-funded by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are included.

Records relating to all phrases phases of the World Bank Project Cycle, from conception through negotiation and completion, are found here. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the Regional units that provided project support. Included are records relating to not only completed projects but also to abandoned projects (i.e. projects that were abandoned in course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which have been suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, fund disbursement, completion, and review of each individual project. Correspondence is in the form of letters, printed email, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, back-to-office reports, etc. Correspondence is between the Bank and government officials, ambassadors, institutions, contractors, and consultants.

Project records may also include: Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; Project Completion Reports (PCRs, also known as Completion Reports); consultant reports; supervision reports; and final versions of mandatory reports. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found, as well. External documents received from borrowers, governments, contractors, consultants, etc., including studies, reports, plans, specifications, PIIF documents, etc., are also included.

General country files are also included in the "Country operational records" series. These refer to correspondence, topical and subject files, and other records of the Region's support activities for IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work study and analysis and the development of sector and country programs, policies and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; co-financing; Consultative Groups; aid groups; country liaison; resident representatives; Country Program Papers (CPP) preparation; and Project Implementation Review (PIR). Records relating to and filed according to the various sectors of investment are also included. In each series, sector files may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; and social development. General country file records take the form of correspondence, memoranda, minutes of meetings, notes for files, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to other analytical and advisory activities (AAA) and the related collection of data for these activities may also be included. These records may include research material in the form of surveys and spreadsheets and guides created or used for analysis or processing of data.

Country-specific records relating to country program management and aid coordination are also included in the country operational record series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may pertain to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; external reports; meeting summaries and notes; and background materials used in the preparation of reports. Briefing papers prepared for Annual Meetings and other reports to management may also be included. Materials generated from aid coordination activities not specific to projects, such as co-financing arrangements, donor meetings, Consultative Group meetings, and Country Team meetings, may also be included.

Also included are informational records related to each country and to development issues specific tothat country. Much of the topics covered in these records are focused on various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as speeches and addresses and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and documents related to the operations of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics include common development sectors (agriculture, transportation, education, etc.) as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation, and economic situation; and natural resource management.

Regional operational records

Operational records related to the East Asia and Pacific Region are also included in this fonds. Included are the project records of projects that span more than a single country, such as the founding of new regional banks, the establishment of a common market, tourism projects, and the creation of regional infrastructure, such as roads, ports, electric power generation and telecommunications. The types of project-related records are similar to those described in the "Country operational records" series section above. Also included are general records related to economic, social and sector work study and analysis and the development of sector and regional programs, policies and strategies. In terms of topic and form, these records are similar to the general records of the country operational series described above; this includes records related to sector study and development, and analytical and advisory activities (AAA). However, records relate to either the region as a whole or to multi-country areas of the region. Also included are records relating to external institutions that work together with the Bank through research, co-financing, and other endeavors. These include: the Asian Forum of Parliamentarians on Population and Development; the Asian Development Bank; the Private Investment Corporation of Asia; the Mekong Committee; Asian-Pacific Telecommunity (APT); Association of Development Financing Institutions in Asia and the Pacific; Asian Institute of Technology (AIT); Food and Agriculture Organization (FAO); International Labor Organization (ILO); United Nations (UN) and its various funds and programmes; and the World Health Organization (WHO).

External aid coordination

Series consists of records relating to the development and implementation of aid coordination activities not specific to projects, such as co-financing arrangements, donor meetings, consultative group meetings, and Country Team meetings. Records originate in country and sector departments and relate to cooperative relationships between the Bank Group and donor members, cofinanciers, development agencies, non-governmental organizations (NGOs), and other concerned organizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; cofinancing and trust funds; the Consultant Trust Fund Program (CTFP); and external funding for consultants. Records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; and other related materials.

The series contains records documenting the establishment, proceedings and activities of the consultative groups convened and chaired by the Bank to assess and coordinate external financial assistance and which the Bank provided secretarial support to. These include consultative groups for Malaysia (1965), Thailand (1966), Korea (1966), Philippines (1971), Burma - Myanmar (1976), Papua New Guinea (1988), Indonesia (1992, previously the Intergovernmental Group on Indonesia in which the Bank participated), Vietnam (1993), and Cambodia (1996). Many of the groups met bi-annually for several successive years, some continuing over decades as in the case of Philippines.

Consultative group files contain a large body of correspondence between the country department staff, the chairman who was typically the Area or Country Director but on occasion was the Regional Vice President, and members of the consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings organized by country staff in between consultative group meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative group or aid group; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund (IMF) and other multilateral participants or observers.

Also included are the set of official meeting documents of the Bank-chaired consultative groups aforementionedthat contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's report of proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain small amount of administrative correspondence authored by Secretary's department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to donor meetings chaired by the department, as well as consultative meetings or roundtables chaired by other organizations outside of the Bank including the United Nations Development Program (UNDP) in which the Bank participated.

Departmental reference materials and subject files

Non-country specific reference materials and subject files maintained by regional departments including both country departments and sector units are included in this fonds. Topics include the various development sectors as well as Bank operational topics such as: policy development; project identification; loan project procurement; consultants; exports; macroeconomic stability and growth; and private sector assessment. Reference materials may originate from elsewhere within the Bank or external to the Bank and may include: books; journals; magazines; newspaper clippings; articles; extracts, directories; manuals; handbooks; guides; Bank reports; dissertations. Subject files related to sector related associations are also included. These records may include: reports published or disseminated by associations; correspondence between the Bank and associations; meeting related records; and coordination records.

Department directors' chronological files and project records (reference)

Chronological files created and maintained by EAP Department directors are included in this fonds. These may include incoming and outgoing correspondence, copies of reports, and copies of other records created or received within the unit. Project file reference copies maintained by the CD, CMU, or Sector Family directors' front office staff are also included in this fonds. These include project-related records circulated from project managers to the departments for information, monitoring, review, or input. These records are arranged by project and then, in most cases, by project cycle component or phase.

Business plan and budget management records

Fonds includes records relating to business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. These records include annual budget files created by the Region's budget and administrative units as well as Business Plans covering three-year periods and Retrospective and Mid-Year Reviews. Records relating to the budgets of Country Departments are included primarily in the form of correspondence and budget reports and tools. Budget records created by boththe Regional VP and Country Departments relating to country field offices are included (these offices also go by the names "resident mission", "field office", or "country office.") Records related to the quarterly VP Business Review Meetings are also included. Records include correspondence related to final budget and accrual reports

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functional responsibilities, work program, and policy development are included in this fonds. Topics include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; coordination and direction; departmental reviews; regional objectives and operational directives; and staffing. Records include: work program agreements and monthly reports; research program materials; general correspondence; various task force records including some final reports; unit reviews; procedural and budget guides; management team meeting records; management retreats; records related to the 1987 and 1991 reorganizations of the Asia Region and subsequent reorganization of the Technical Departments; and general correspondence. Records related to regular operations Vice Presidents' meetings are also included.

VP Chronological files

Fonds includes the chronological files of Vice President Russell J. Cheetham from 1994 to 1996. Records maintained by Cheetham's successor, Jean-Michel Severino, are also included. Note that Severino's records, from 1997 to 1999, are organized by country. (See Related Units of Description in this description for location of other EAP VP chronological files.)

Front office administration of field offices

Fonds includes those records maintained in the Region's front office relating to the administration and management of the Region's field offices. Records may include: correspondence; reports; establishment agreements; leases; contracts; Internal Auditing Department (IAD) reports; ad hoc reports related to staff issues in country offices; and other information of substantive nature. Records may relate to: renovation; capital budget; local staff; resident representatives; mission statement; job grading; and staff reassignment.

Conferences, meetings, and seminar organization and/or attendance

Fonds includes records related to the establishment, organization, and output of conferences, meetings, seminars, and training organized or attended by EAP staff. Records related to the Bank's Spring and Annual Meetings are also included. With regard to events organized or sponsored by the Region, records may relate to identification and selection of themes, topics, and speakers in addition to other planning, administrative, and logistical topics. Events organized by the Region can include both events internal to the Region (Country Assistance Strategy [CAS] retreat, Sector Manager's retreat, Regional Management Business Meeting, Regional Vice President and Country Directors' retreat, EAPand country office town hall meetings, etc.) and external (Executive Forum's East Asian Economic Forecast; World Bank Corporate Day meetings; World Bank Strategic Forums; MD/VP Business Review Meetings).

Records related to smaller or one-time meetings are also included. This includes meetings with a various individuals including government officials, representatives of institutions, academics, and other Bank staff. Records of these meetings may include the notes and memoranda of the Regional Vice President.

Committee Records

Fonds contains records relating to a number of temporary and standing committees, task forces, working groups, etc., on which the Region or its units are represented or about which they are kept informed. Functions of these committees generally include , thatthe establishment, recommendation, or supervision of policy and procedure monitor implementation of policy and procedures. Records related to other internal Regional VP or Country Departments are also included. and on which the Region or its units are represented or about which they are kept informed . Other committees internal to the Regional VP or Country Department relate to research, briefing and sector work. Records may include terms of reference, agenda, agenda papers, decisions, member lists, supporting or background documentation, and minutes and reports.

Front Office Reference Material

A variety of front office reference material is included in this fonds. Topics include: development (including specific sector work); regional and country economic and political issues; corruption; governance; Bank-Fund collaboration; Bank operations; Asian Development Bank (ADB); post-conflict reconstruction; performance indicators; information technology; communications; privatization and private sector development; co-financing; consultants; Operations Evaluation Department (OED); human resources; the Quality Assurance Group (QAG); World Development Report (WDR); Global Environment Facility (GEF); and World Debt Tables. Records take the form of: photocopied articles; Bank-authored reports including task force reports; copies of Bank Executive Director memoranda; reports from external institutions; workshop publications; and seminar reports. Records received from other Bank Vice Presidencies are also included.

Briefing books and travel records

Fonds also consists of briefing books prepared for senior officials in preparation for visits to East Asia and Pacific countries as well as for meetings and seminars. Books wereBriefing books were created by EAP units including VP staff and were prepared for EAP senior officials as well as other senior Bank staff including World Bank presidents and Executive Directors. Briefing These books commonly contain: program of country visit; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; as well as other World Bank authored reports which serve as background information. In some files, travel information accompanies or is part of the briefing books. This is especially true for records related to the EAP Vice Presidents.

East Asia and Pacific Regional Vice Presidency

Personal Papers of Davidson Sommers

  • WB IBRD/IDA SOMMERS
  • Archief
  • 1948 - 1987
  • 1948 - 1987

The files consist of correspondence, speeches, articles, and photographs related to Davidson Sommers' years of employment in the World Bank's Legal Department and his subsequent service as a consultant to the Bank.

Topics covered in the correspondence files include reorganization of the World Bank, procurement review, communications, loan documentation, Bank studies, World Bank president's succession, and improving efficiency in the Bank. Also included are Sommers' copies of the transcripts of two oral history interviews he gave and a copy of the transcript of an oral history interview with John J. McCloy which Sommers and Richard Demuth conducted in 1984. Some speeches and articles presented by Sommers are part of the series, including a description of the Bank and its operations given in Mexico City in 1950, an address entitled Early Days of the Bank given to Bank staff in 1960, and an article commemorating the fortieth anniversary of the Bretton Woods institutions written in 1984 for the Bank/IMF periodical Finance and Development. Photographs included in the series are of a Bank building remodeling in the late 1950s, an Egyptian negotiation in 1959, the World Bank's twentieth anniversary luncheon in 1966, and the Pension Finance Committee in 1985.

Sommers, Davidson

Records of the South Asia Regional Vice Presidency

  • WB IBRD/IDA SAR
  • Archief
  • 1947 - 2008
  • 1947 - 2008

Note that the countries included in the South Asia Region fonds and, in particular, the "Country operational records" series, fluctuated over the years; countries were moved from one Region to another and Regional Vice Presidencies were merged and separated. This is reflected in the inclusion of records from, specifically, Afghanistan, Pakistan, and Myanmar (Burma). While the inclusion of records partially depends on the nature of their transfer (see "Archival history" for explanation), generally operational records related to Afghanistan from 1972 to 1991, Pakistan from 1987 to 1991, and Myanmar from 1987 to the present will not be included in the records of this fonds. See the "Related units of description" field of this description for the location of those records not included. There were fluctuations in the countries overseen by SAR prior to 1972, as well. However, these changes are not reflected in the inclusion of records in this fonds as a result of the reaccessioning exercise described in the "Archival history" field.

Also note that this fonds has been arranged into eleven provisional series. Sub-headings are used to break the content of this field up according to series. For a complete list of the provisional series, see field 3.4.

Country operational records

The majority of the records in this fonds are country operational records. The records in the Country operational records series broadly consist of project records relating to the negotiation and administration of loans and general country records relating to economic and sector study. These records were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997- 2009) as well as Regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2009).

Records related to the Bank's projects overseen by SAR are contained in the "Country operational records" series. These records relate to investment, structural adjustment, technical assistance and other development projects financed, co-financed, or managed by the Bank. Note that projects funded or co-funded by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are also included.

Records relating to all phases of the World Bank Project Cycle, from conception through negotiation and completion, are found here. Project records contained in this fonds were created by both the unit identified as thedesignated record keeping unit within the Region and, in smaller number, the Regional units that provided project support. Included are records relating to not only completed projects but also to abandoned projects (i.e. projects that were abandoned in course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which have been suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, fund disbursement, completion, and review of each individual project. Correspondence is in the form of letters, printed email, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, back-to-office reports, etc. Correspondence is between the Bank and government officials, ambassadors, institutions, contractors, and consultants.

Project records may also include: Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; Project Completion Reports (PCRs, also known as Completion Reports); consultant reports; supervision reports; and final versions of mandatory reports. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found as well. External documents received from borrowers, governments, consultants, etc., including studies, reports, plans, specifications, etc., are also included.

General country files are also included in the "Country operational records" series. These refer to background correspondence and other records of the Region's support activities for IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work study and analysis and the development of sector and country programs, policies and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; country liaison; programs and missions; resident representatives; Country Program Papers (CPP) preparation; and Project Implementation Review (PIR). Records relating to and filed according to the various sectors of investment are also included. In each series, sector files may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; and social development. General country file records take the form of correspondence, memoranda, minutes of meetings, notes for files, briefing papers, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to analytical and advisory activities (AAA) and the related collection of data for these activities may also be included.

Country-specific records relating to country program management are also included in the country operational record series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may pertain to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; external reports (particularly from the International Monetary Fund [IMF]); meeting summaries and notes; and background materials used in the preparation of reports. Briefing papers prepared for Annual Meetings and other reports to management may also be included.

Also included are informational records related to each country and to development issues specific to that country. Much of the topics covered in these records are focused on various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as speeches and addresses and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and documents related to the operations of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics include common development sectors (agriculture, transportation, education, etc.) as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation, and economic situation; and natural resource management.

Regional operational records

Operational records related to the South Asia region are also included in this fonds. Included are the project records of projects that span more than a single country, such as the founding of new regional banks, the establishment of a common market, tourism projects, and the creation of regional infrastructure, such as roads, ports, electric power generation and telecommunications. The types of project-related records are similar to those described in the "Country operational records" series section above. Also included are general records related to economic and sector work study and analysis and the development of sector and regional programs, policies and strategies. In terms of topic and form, these records are similar to the general records of the country operational series described above; this includes records related to sector study and development and analytical and advisory activities (AAA). However, records relate to either the region as a whole or to multi-country areas of the region. Also included are records relating to external institutions that work together (co-financing, sector research, information sharing, reporting) with the Region; these include, for example, the Asian Development Bank (ADB) and the South Pacific Regional Development Bank. Also included in this series are records related to the Bank's role in the resolution of the dispute between India and Pakistan over the use of water resources in the Indus Basin.

External aid coordination

Series consists of records relating to the development and implementation of aid coordination activities not specific to projects, such as cofinancing arrangements, donor meetings, consultative group meetings, and Country Team meetings. Records originate in country and sector departments and relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), and other concerned organizations. Specifically, records may relate to: collaborative development assistance; consultative groups and meetings; Bank-sponsored seminars and conferences; cofinancing andtrust funds; the Consultant Trust Fund Program (CTFP); and external funding for consultants. Records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; and other related materials.

The series contains records documenting the establishment, proceedings and activities of the consortia, aid and consultative groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. Includes India Consortium (1958), Pakistan Consortium (1960), Ceylon - Sri Lanka Aid Group (1965), Bangladesh Aid Group (1974) Burma Aid Group (1976), Nepal Aid Group (1976), Maldives Consultative Group (1984) and Timor Leste Consultative Group (1999). The groups met bi-annually for several successive years, some continuing over decades as in the case of the India Consortium which met until 1993 when it evolved into the India Development Forum and was constituted as an annual meeting to include private investors.

Aid coordination group files contain a large body of correspondence between the country department staff, the chairman who was typically the Area or Country Director but on occasion was the Bank Vice President or Regional Vice President, and members of the consortia and consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings organized by country staff in between consultative group meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consortia, consultative group or aid group; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with the International Monetary Fund and other multilateral participants or observers.

Also included are the set of official meeting documents of the earliest Bank-chaired consortia and other groups aforementioned that contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's report of proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain a small amount of administrative correspondence authored by Secretary's department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

Department directors' project records (reference)

Project file reference copies maintained by the CD, CMU, or Sector Family directors' front office staff are also included in this fonds. These include project-related records circulated from project managers to the departments for information, monitoring, review, or input. These records are arranged by project and then, in most cases, by project cycle component or phase.

Business plan and budget management records

Fonds includes records relating to business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. These records include annual budget files created by the Region's budget and administrative units as well as Business Plans covering three-year periods and Retrospective Reviews. Records relating to the budgets of Country Departments are included primarily in the form of budget reports, tools, and correspondence. Budget records created by both the Regional VP and Country Departments relating to country field offices are included (these offices also go by the names "resident mission" or "country office"). Records related to the quarterly VP Business Review Meetings are also included.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functional responsibilities, work program, and policy development are included in this fonds. Topics include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; coordination and direction; departmental reviews; Regional objectives and operational directives; and staffing. Records include: work program agreements and monthly reports; research program materials; general correspondence; various task force records including some final reports; unit reviews; procedural and budget guides; management team meeting records; management retreats; records related to the 1991 reorganization of the Asia Region and subsequent reorganization of the Technical Departments; and general correspondence.

VP Chronological files

Fonds includes the chronological files of the Region's VP Mieko Nishimizu for the years 1997 to 1999. (See 5.3 of this description for the location of other SAR VP chronological files.)

Front office administration and oversight of field offices

Fonds also includes those records maintained in the Region's front office relating to the administration and management of the Region's field offices. Records may include: correspondence; reports; and contracts. Records may also relate to: establishment agreements; leases; renovation; capital budget; local staff; resident representatives; mission statement; job grading; staff reassignment; Internal Auditing Department (IAD) reports; ad hoc reports related to staff issues in country offices; and other information of substantive nature.

Conferences, meetings, and seminar attendance

Fonds includes records related to the establishment, organization, and output of conferences, meetings, seminars, and training organized or attended by SAR staff. Events include externally organized conferences and seminars as well as internally organized events by Bank units. Records related to the Bank's Spring and Annual Meetings are also included. With regard to events organized or sponsored by the Region, records may relate to identification and selection of themes, topics, and speakers in addition to other planning, administrative, and logistical topics.

Committee Records

Fonds contains records relating to a number of temporary and standing committees, task forces, working groups, etc., that establish, recommend, or monitor implementation of policy and procedures and on which the Region or its units are represented or about which they are kept informed. Committees include, among others: Committee on Regional Initiatives; Research Committee; Information Management Group. Other committees internal to the Regional VP or Country Department relate to research, briefing and sector work. Records may include terms of reference, agenda, agenda papers, decisions, member lists, supporting or background documentation, and minutes and reports.

Front Office Reference Material

A variety of front office reference material is included in this fonds. Topics include: development (including specific sector work); regional economic and political issues; corruption; governance; Bank-Fund collaboration; Bank operations; information technology; communications; privatization and private sector development; cofinancing; human resources; the Quality Assurance Group (QAG); World Development Report (WDR); and World Debt Tables. Records take the form of: photocopied articles; Bank-authored reports including task force reports; Bank Executive Director memoranda; reports from external institutions; workshop publications; and seminar reports. Records received from other Bank Vice Presidencies are also included.

Briefing books

Series also consists of briefing books prepared for senior officials created by SAR units. Briefing books included were prepared for both SAR senior officials as well as other senior Bank staff in preparation for visits to South Asian countries as well as for meetings and seminars. Briefing books commonly contain: program of country visit; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; as well as other World Bank authored reports which serve as background information.

South Asia Regional Vice Presidency

Records of the Latin America and Caribbean Regional Vice Presidency

  • WB IBRD/IDA LAC
  • Archief
  • 1947-2008
  • 1947-2008

This fonds consists of records created by the departments and vice presidencies that were responsible for World Bank operations in Central and South America and the Caribbean.

Country operational records

The majority of the records of this fonds are country operational records. These records broadly consist of project records relating to the negotiation and administration of loans and general country records relating to economic and sector study. These records were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997-) as well as Regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - ).

Project records

Records related to the Bank's projects overseen by the LCR are contained in the "Country operational records" series. These records relate to investment, structural adjustment, and other development projects financed, co-financed, or managed by the Bank. Note that projects funded or co-funded by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds and which were executed by the Bank are also included.

Information about specific projects from their conception through negotiation and completion is found in this series; records relating to all phases of the World Bank Project Cycle are included here. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the Regional units that provided project support. Included are records relating to not only completed projects but also to abandoned projects (i.e. projects that were abandoned in course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which have been suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, disbursement of funds, completion, and review of each individual project. Correspondence is in the form of letters, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, back-to-office reports, etc. Correspondence is between the Bank and government officials, ambassadors, institutions, and consultants.

Project records may also include: Project Files documents; Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; consultant reports; supervision reports; and final versions of mandatory reports. Note that reports included in this fonds are occasionally available through the Bank's Projects & Operations site. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found, as well. External documents received from borrowers, governments, consultants, etc., including studies, reports, plans, specifications, Project File documents, PIIF documents, etc., are also included.

Country Economic and Sector Work (ESW) records

General country files are also included in the "Country operational series". These refer to background correspondence and other records of the Region's support activities for IBRD/IDA lending programs, other than those maintained for individual loans and credits. These relate to economic, social, and sector work study and analysis and the development of sector and country programs, policies and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; country liaison; programs and missions; resident representatives; Country Program Papers (CPP) preparation; and Project Implementation Review (PIR). Records relating to and filed according to the various sectors of investment are also included. In each series, sector files may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; and social development. General country filerecords take the form of correspondence, memoranda, minutes of meetings, notes for files, briefing papers, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to analytical and advisory activities (AAA) and the related collection of data for these activities may also be included.

Country-specific records relating to country program management are also included in the country operational record series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may pertain to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; and background materials used in the preparation of reports. Briefing papers prepared for Annual Meetings and other reports to management may also be included.

Also included are informational records related to each country and to development issues specific to that country. These records primarily contain externally created reference material, although a small amount of internally generated material (such as speeches and addresses and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and documents related to the operations of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics include common development sectors (agriculture, transportation, education, etc.) as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation, and economic situation; and natural resource management. Also includes some reports and other resources relating to countries and regions outside of Latin America.

Regional operational records

Operational records related to the Latin America & Caribbean region are also includedin this fonds. Included are the project records of projects that span more than a single country, such as the founding of new regional banks, the establishment of a common market, tourism projects, and the creation of regional infrastructure, such as roads, ports, electric power generation and telecommunications. The types of project-related records are similar to those described in the "Country operational records" series section above. Also included are general records related to economic, social and sector work study and analysis and the development of sector and regional programs, policies and strategies. In terms of topic and form, these records are similar to the general records of the country operational series described above; this includes records related to sector study and development and analytical and advisory activities (AAA). However, records relate to either the region as a whole or to multi-country areas of the region. Also included are records relating to multilateral institutions that worktogether with the Bank.

External aid coordination

Series consists of records relating to the development and implementation of aid coordination activities not specific to projects, such as cofinancing arrangements, donor meetings, consultative group meetings, and Country Team meetings. Records originate in country and sector departments and relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), and other concernedorganizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; cofinancing and trust funds; the Consultant Trust Fund Program (CTFP); and external funding for consultants. Records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; and other related materials.

The series also contains records documenting the establishment, proceedings and activities of the consultative groups convened and chaired by the Bank to assess and coordinate external financial assistance and which the Bank provided secretarial support to. These include the Colombia Consultative Group (1962) as well as consultative groups for Brazil (1966), Peru (1966), Bolivia (1977), Honduras (1988), Guatemala (1989), El Salvador (1991), Nicaragua (1994), Haiti (1996), and Costa Rica (1998). Many of the consultative groups met bi-annually for several successive years or longer than a decade such as Colombia and Peru, with Bank staff leading smaller sector or local consultative meetings in between the bi-annual donor group meetings. Files contain a large body of correspondence between the country department staff, the chairman who was typically the Area of Country Director, and members of the consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings organized by country staff in between consultative group meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative group; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund and other multilateral participants or observers.

Also included are the set of official meeting documents of the Bank-chaired consultative groups aforementioned that contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's reportof proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain small amount of administrative correspondence authored by Secretary's Department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to consultative meetings of other organizations including the Guyana-led aid group and the Caribbean Group for Economic Cooperation in Development (CGCED) in which the Bank participated beginning in the early 1970s as well as CGCED sub-group consultative or other donor meetings chaired by the department.

Departmental reference materials

Reference materials maintained by Regional departments are included in this fonds. Topics include the various development sectors as well as Bank operational topics such as: project identification; loan procurement; consultants; exports; macroeconomic stability and growth; and private sector assessment.

Department directors' project records (reference)

Project file reference copies maintained by the CD and CMU directors' front office are also included in this fonds. These include project-related records circulated from project managers to the departments for information, monitoring, review, or input. These records are arranged by project and then, in most cases, by project cycle component or phase.

Departmental directors' chronological files

Also included are chronological files created and maintained by the directors of CDs and CMUs. Specifically, the records of directors from LCC7C (Argentina, Chile, and Uruguay) and LCC1C (Mexico) are included; records date from 1992 to 1998.

Business plan and budget management records

Fonds includes records relating to business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. The VP's Chief Administrator's annual budget records are contained in this fonds. These records include Business Plans covering three-year periods as well as Retrospective Reviews. Multi-volume annual budget files created by the Region's budget and administrative units are also included. Records relating to the budgets of Country Departments are also included primarily in the form of correspondence and budget reports and tools. Budget records created by both the Regional VP and Country Departments relating to country field offices are included. A small number of the Region's Budget Committee records from between 1996 and 2000 are also contained in the fonds.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's functional responsibilities, work program, and policy development are included in this fonds. Topics include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; coordination and direction; departmental reviews; Regional objectives and operational directives; and staffing. Records include: work program agreements and monthly reports; research program materials; general correspondence; various task force records including some final reports; unit reviews; LAC evaluation and restructuring records; records of the Region's Resource Management Group; and general correspondence. Records relating to the Funding Coordinators Group (trust funds) are also included.

Front office administration and oversight of field offices

Fonds also includes those records maintained in the Region's front office relating to the activities of the Region's field offices. Records may include: correspondence; reports; and contracts. Records may also relate to: establishment agreements; leases; renovation; capital budget; local staff; resident representatives; mission statement; and other information of substantive nature. Records were created between 1978 and 1993.

VP chronological files

Fonds includes the chronological files of the Region's VP S. Shahid Hussain for the years 1990 to 1992.

Front office reference material

A variety of front office reference material is included in this fonds. This includes a collection of reports and articles created between 1987 and 1995. Topics include: development; governance; Bank-Fund collaboration; Bank operations; information technology; communications; and human resources. Records take the form of: photocopied articles; Bank-authored reports including task force reports; Bank Executive Director memoranda; reports from external institutions; workshop publications; and seminar reports. Also included are subject files of the LAC front office. Records date from 1977 to 1993 and cover a variety of topics related to sector development, operations, budget, other Bank units, and external institutions.

UNDP liaison

Fonds contains records relating to the Region's cooperation with the United Nations Development Programme (UNDP) with respect to development planning. Included are UNDP authored country programme records relating to LCR countries. Other reports authored by the UNDP are also included as is correspondence between the Bank concerning development activities in member countries in the Latin America and Caribbean region. Records are organized by country and date from 1981-1996. Note that project records from projects funded in whole or in part by the UNDP but executed by the Bank are included in the country and regional operational record series.

Communications

Also included are records related to the Region's communications activities. These consist of press releases authored by the World Bank dating from 1949 to 1997. Files are arranged by country and relate to: relations between the Bank and member country; projects fundedby the Bank; and other pertinent topics.

Committee records

Fonds contains records relating to a number of committees, task forces, working groups, etc., that establish, recommend, or monitor implementation of policy and procedures and on which the Region or its units are represented or about which they are kept informed. Included are the Reorganization Steering Committee (1988), Evaluation Monitoring Implementation Committee, Operational Committee, and LCR's Office of the Director Filing Project committee.

Training, seminar, and workshop planning and management

Fonds includes records related to the establishment, organization, proceedings, and output of conferences, meetings, seminars, and training organized by LCR units. Records include back-to-office reports, presentation notes and outlines, planning materials, reports, and correspondence. Many of the records relate to events undertaken in conjunction with the World Bank Institute (WBI). Records relating to training, seminars, and workshops organizedby the Region's Environment Unit (LATEN) between 1992 and 1995 are also numerous. These events were organized for both Bank staff at headquarters and at country offices as well as for member governments and other institutions and groups.

Information technology management

Also contained in this fonds are records related to the management of information technology strategy for the Region. Included are files related to regional information strategy such as the LAC Enterprise Network pilot, the LAC communications link, imaging and the IRIS system, and files on LAC modernization and restructuring.

Latin America and Caribbean Regional Vice Presidency

Records of the Agriculture and Rural Development Sector

  • WB IBRD/IDA AGR
  • Archief
  • 1970 - 1998
  • 1970 - 1998

The content of this fonds reflects a very small portion of the work of the Agriculture and Rural Development Sector. Subject files of the director of the Economics and Policy Division, of the forestry and fisheries specialists, and of the irrigation engineering adviser are included. Of these, the records relating to forestry are the most complete and have good potential for research use, as do the records of water policy found in both the records of the irrigation and drainage seminars and in the fisheries records. Records relating to UNDP projects executed by AGR are also included.

Agriculture and Rural Development Sector

Records of the Middle East and North Africa Regional Vice Presidency

  • WB IBRD/IDA MNA
  • Archief
  • 1946 - 2011
  • 1946 - 2011

This fonds has been provisionally arranged into one sub-fonds and eight series. Sub-headings are used in this "Scope and content" field according to provisional sub-fonds and series. For a complete list of the provisional series, see the "System of Arrangement" field below.

Europe, Middle East and North Africa (EMN) operational correspondence (sub-fonds)

Records relating to regional operations in the Europe, Middle East and North Africa (EMN) region are contained in this fonds. These operations were active between 1965 and 1991 when the geographical area currently (as of 2017) located in the Middle East and North Africa (MNA) regional Vice Presidency and the Europe and Central Asia regional Vice Presidency (ECA) were combined in the single EMN. Records relate to lending operations and regional and sector studies and consist of the same type of materials described below in the country operational records series. A small amount of records relating to EMN regional policy and procedures are contained as are records relating to EMN's relationship with other multilateral institutions.

Operational records

The majority of the records in this fonds are country operational records. The "operational records" relate to the Bank's operational work overseen by the Middle East and North African (MNA) Vice Presidency and its predecessors. Records relate to investment, structural adjustment, technical assistance, and economic and sector work (ESW) financed, co-financed, and / or managed by the Bank. Note that projects financed or co-financed by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are included.

The records in this fonds were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997-2011) as well as the Economic Department (1946-1952), Technical Operations Department (TOD, 1952-1965), Projects Department (1965-1972), regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2011). See the "Administrative history" field for a history of these units and their functions. Records specifically relate to operations in countries overseen by the MNA as of 2016. The geographical area covered by MNA has remained constant since 1991 when MNA and the Europe and Central Asia region (ECA) were created out of the former Europe, Middle East, and North Africa region (EMN or EMENA). Records relating to countries in the Middle East and North Africa region created while they reported to EMN between 1968 and 1991 are also included. Note that records of regional projects or programs that span more than a single country are also included in this series.Records relating to all phases of the World Bank Project Cycle, from conception through negotiation and completion, are found in this fonds. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the regional units that provided project support and the departments and Vice President front office responsible for review. Included are records relating to not only completed projects but also to abandoned (or dropped) projects (i.e. projects that were abandoned in the course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which were suspended and not resumed). Records related to the discussion and negotiation of projects that were never initiated are also included.

Correspondence files make up the bulk of the project records and relate to the identification, preparation, appraisal, negotiation, approval, supervision, fund disbursement, completion, and review of each individual project. Correspondence is in the form of letters, printed email, memoranda, telexes, and faxes. Accompanying materials most often include aide-memoires, minutes of meetings, Terms of Reference, and back-to-office reports. Correspondence is between Bank staff and government officials, ambassadors, institutions, contractors, and consultants.

Project records may also include: Project Implementation Index File (PIIF) documents; executive project summary/project concept documents; annual progress reports; supplemental documents; Project Completion Reports (PCRs, also known as Completion Reports); consultant reports; supervision reports; and final versions of mandatory reports. A small amount of project-related newspaper clippings, financial statements, photographs, hand-written notes, maps, engineering plans, and copies of loan agreements and related documents may also be found. External documents received from borrowers, contractors, consultants, etc., including studies, reports, plans, specifications, PIIF documents, etc., are also included.

General country files are also included in the "operational records". These refer to correspondence (often in the form of chronological files), topical and subject files, and other records related to IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work studies and research, analysis, and the development of sector and country programs, policies, and strategies. Specifically, these records might relate to: capital markets; indebtedness; investment law; missions to the country; technical assistance; disbursement; government relations; inquiries; local bond issues; cofinancing; consultative groups; aid groups; country liaison; resident representatives; and Country Program Papers (CPP) preparation. Records relating to and filed according to the various sectors of investment are also included. In each series, country sector topics may include but are not limited to: agriculture; education; energy; industrial development and finance; industry; population; health; nutrition; telecommunications; tourism; transportation; urban development; water and sewage; governance; public sector development; private sector development; and social development. General country file records take the form of correspondence, memoranda, minutes of meetings, notes, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to other analytical and advisory activities (AAA) and the related collection of data for these activities may also be included. These records may include research material in the form of surveys and spreadsheets and guides created or used for analysis or processing of data.

Country-specificrecords relating to country program management are also included in the "operational records". These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may relate to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. Records related to country Task Forces, such as the one undertaken for Gaza and the West Bank in the early 1990s, are also included. Country-specific records relating to country program management may take the form of: agendas; briefings and reports of country team meetings; final versions of reports; consultant reports on specific sector or project issues; meeting summaries and notes; and background materials used in the preparation of reports.

Also included in this fonds are informational records related to each country and to development issues specific to that country. Many of the topics covered in these records are focused on the various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as press releases, speeches and addresses, and material related to internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and records related to the activities of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics may include common development sectors (agriculture, transportation, education, etc.) as they relate to specific countries as well as: resettlement; indigenous peoples; participation[AM2]; Global Environment Facility (GEF); World Bank operation policies; country politics; legislation and economic situation; debt; cofinancing, trust funds, and small grants programs; and natural resource management.

Conferences, seminar, and training organization and/or attendance

Fonds includes records related to the conferences, meetings, seminars, and training sessions organized or attended by MNA staff. Records may relate to events planned by various organizational units within the Vice Presidency, including Country Departments. Records may relate to the identification and selection of themes, topics, speakers and / or participants. Fonds may also include: proposals; reports; transcripts; copies of invitations and brochures; administrative arrangements; and course development and training materials.

Records related to MNA staff attendance at the World Bank's Annual and Spring meetings are also included.

External aid coordination and multilateral development assistance

Fonds consists of records relating to the development and implementation of strategies for cofinancing and other instances of development coordination with bilateral and multilateral organizations. Records relate to cooperative relationships between the Bank Group and donors, cofinanciers, development agencies, non-governmental organizations (NGOs), multilateral and bilateral organizations (government agencies, United Nations Development Programme [UNDP], Organization for Economic Cooperation and Development [OECD], etc.), and other partner organizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; and external funding for consultants. In addition to correspondence, records may include: copies of agreements and other legal documents; initiating briefs; reports and memoranda concerning disbursement of cofinanced funds; periodic reports to cofinanciers; trust fund audits; and other related materials.

The series also contains records documenting the establishment, proceedings and activities of the consultative groups and aid groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. These include Consultative Groups for Tunisia (1962), Morocco (1967), Egypt (1977), Jordan (1993), Lebanon (1993), West Bank and Gaza Strip (1994), and Yemen (1997). The early consultative groups typically met bi-annually for several successive years or for longer than a decade, with Bank staff leading smaller sector or local consultative meetings in between the bi-annual donor group meetings. Files contain a large body of correspondence between the country department staff, the chairman who was typically the Area or Country Director but on occasion was the Regional Vice President, and donor members of the consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative groups; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund and other multilateral participants or observers.

Also included are the set of official meeting documents of the earliest Bank-chaired consultative groups for Tunisia and Morocco and other countries aforementioned that contain: preliminary meeting summaries, notice of meeting, agenda, list of delegates, Bank-authored or government authored memoranda or economic reports and policy papers, Chairman's report of proceedings, transcripts or verbatim proceedings, participants statements, and press release. Meeting files also contain small amount of administrative correspondence authored by Secretary's department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to donor meetings chaired by the department, as well as consultative meetings or roundtables chaired by other organizations outside of the Bank including the United Nations Development Program (UNDP) in which the Bank participated.

VP Subject files

Fonds contains the subject and informational records of Middle East and North Africa (MNA) Vice Presidents including Caio Koch-Weser. Records include those collected or produced relating to committees, task forces, and working groups of which the VP participated in, or contributed to, as well as conferences the VP or the VP's Front Office attended. Country files maintained by the VP (including back-to-office reports) may be included as well as reference material on a variety of topics. Records include correspondence and internal memoranda as well as country and thematic briefs and meeting materials. A small amount of speeches made by the MNA Vice President may also be included.

VP Correspondence

Fonds includes the chronological correspondence files of a number of MNA Vice Presidents, including: Caio Koch-Weser; Kermal Davis, and Jean-Louis Sarbib.

Departmental Communications and Support

Fonds also consists of briefing books prepared for senior World Bankofficials in preparation for visits to Middle Eastern and North African countries as well as for participation in meetings, seminars, and speeches. Briefing books were created by MNA units including VP front office staff and were prepared for MNA senior officials as well as for other senior Bank staff including World Bank presidents and Executive Directors. Briefing books commonly contain: program of country visit; background profiles on country leaders and officials; talking points; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; and other World Bank authored reports which serve as background information. In some files, travel information accompanies or forms part of the briefing books.

Business plan and budget management records

Fonds includes records relating to the business plan and budget management activities (i.e. planning, implementation, monitoring, and review) of the Region. Records may originate in the VP's Front Office or in the VP's country orsector departments. Records may include: annual budget files created by the Region's budget and administrative units; Business Plans covering three-year periods; and Retrospective and Mid-Year Reviews. Records relating to the budgets of country and technical departments are included primarily in the form of correspondence and budget reports and tools.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functionalresponsibilities and policy development are included in this fonds. Topics may include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; field office management; VP-wide coordination and direction; departmental reviews; management retreats; regional objectives and operational directives; staff surveys; and staffing. Records may include: work program agreements; monthly reports and operational summaries; research program materials; various task force records including some final reports; unit reviews; management team meeting records; World Bank procedures and guidelines; and general correspondence including those disseminated from the MNAVP to VP staff.

Middle East and North Africa Regional Vice Presidency

Donated materials collection

  • WB IBRD/IDA DONATED
  • Archief
  • 1950 - 1991
  • 1950 - 1991

A number of individuals have donated to the World Bank Group Archives small quantities of material about the history of the Bank. All of the donations in this fonds are less than four inches in size (the size of a standard archival box). For convenience of reference the Archives has grouped them in this fonds. Donations of the size of an archival box or larger are found listed as separate fonds.

The materials are principally drafts of papers. They range from a paper by W. Frank Blair, which a former Bank historian believes is probably the first mention of ecology in the Bank; to a taped narrative of William Bennett's flight from Egypt in 1967; to a series of reminiscences by A.D. Spottswood covering his work from Peru to Ethiopia to Thailand.

Donated Materials Collection

Personal Papers of Louise Taraldson Woods

  • WB IBRD/IDA LWOODS
  • Archief
  • 1956 - 1974
  • 1956 - 1974

This fonds consists of diaries and photographs of social activities, principally during the period when George D. Woods was President of the World Bank.

Woods, Louise Taraldson

Records of the Office of the President

  • WB IBRD/IDA EXC
  • Archief
  • 1947 - 1995
  • 1947 - 1995

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.

Office of the President

Personal papers of William Diamond

  • WB IBRD/IDA DIAMOND
  • Archief
  • 1955 - 1990, 1999 - 2000
  • 1955 - 1990, 1999 - 2000

Throughout his career, Diamond kept a personal file in chronological order. Sometimes this file was primarily copies of the messages he sent, but at other times he included copies of incoming messages and copies of correspondence that had been sent to him by others. Occasionally a speech draft or a copy of minutes or other official documents are in the file. Although the papers are in one long chronological series, several distinct parts exist. The earliest file, dating from 1955 to 1958, is primarily outgoing messages and personal items on finances, travel arrangements, and publications. It includes information on EDI courses, Diamond's letters to Bank officials during his missions in Ethiopia, Greece, Turkey, and Tunisia; a letter to Newton Parker, March 24, 1958, on the roles of economic institutions in Honduras; and a memo to S.R. Cope of April 1, 1958, reporting on Davidson Sommers' meeting with a Yugoslav representative on future loans to Yugoslavia. An important series of files relate to Diamond's period in India as an advisor to ICICI. Beginning with his preparations in 1958 for the assignment, through the year in India, and continuing into 1960 after Diamond returned to the Bank, the files provide an exceptional view of the early organization of the ICICI and the establishment of its policies. Diamond included in the files incoming and outgoing correspondence, notes of meetings, reports, and clippings, as well as purely personal correspondence. Correspondents include Eugene Black and George D. Woods, the then current and future presidents of the World Bank; ICICI officials; Indian government officials and industrialists; the IBRD resident representatives in India and Pakistan; and various staff members in World Bank offices in Washington. Some items of correspondence discuss the establishment of the Pakistan Industrial Credit and Investment Corporation Limited and developments in Ethiopia. The bulk of the chronological file covers Diamond's assignments at the Bank between 1962 and 1978, when he retired. For the first eight years the files are primarily copies of Diamond's outgoing messages; thereafter the files increasingly include copies of incoming items, such as reports from the field and copies of items sent to him while he was on official missions. The files from the IFC period contain many items about the development banks in South Asia and North Africa. When Diamond was a director of country programs in the South Asia, the files include information on the Tarbela Dam project and the efforts to assist Bangladesh. The documents in these files are largely duplicates of those in the official files of the Bank, but their chronological arrangement allows the user to see the variety of issues that Diamond was handling at the same time and to trace the evolution of his and the Bank's responses to events. The final part of the series are files relating to Diamond's work as a consultant to IFC between 1980 and 1990. The earliest items relate to IFC's role in the work of the Societe Internatinonale Financiere pour les Investissements et le Developpement en Afrique (SIFIDA), but the bulk of the files relate to the Banco Portugues de Investimento SA (BPI). In 1978 a group of Portuguese industrialists created an Executive Group to develop a private financial institution to promote private economic development. They sought the involvement of the IFC, and the IFC engaged Diamond as its consultant on the BPI. This set of files includes both incoming and outgoing correspondence. The final items inthe Diamond papers are transcripts of two speeches that he gave, one in 1984 on the World Bank's policy on development banks and the other in 1999 on the beginnings of the Economic Development Institute. The Diamond papers are of particular importance to researchers interested in the history of development banks, especially those in India and Portugal, and the history of late twentieth century economic development in South Asia

Diamond, William

Records of the Office of External Relations

  • WB IBRD/IDA EXT
  • Archief
  • 1944 - 2010
  • 1944 - 2010

Records in this fonds relate to the functions of the external relations complex as described in the Administrative History field above. In addition, records created and received by EXT Vice Presidencies are also included. Note that, periodically, the EXTVP contained units responsible for functions not included in the above definition. See Related Units of Description below for direction to the fonds containing those records.

External Relations Vice Presidency and reporting units

Records of the Industry Development Sector

  • WB IBRD/IDA IND
  • Archief
  • 1963 - 1993 (predominant 1970 - 1993)
  • 1963 - 1993 (predominant 1970 - 1993)

These files, created by the Industry Development Division of the Industry Department, include a large quantity of records of two Banks studies: the 1975 survey of Korean exporting firms and a study of the acquisition of technology capabilities of developing nations. There are manuals and background information regarding software developed by Bank personnel - especially Software for Industrial Trade and Incentives Analysis ( SINTIA and SINTIA T). The series of Reference Materials Regarding Industry Development Issues includes articles and reports regarding Russian defense conversion and industrial restructuring.

The INCA records document the work of a small unit established in August 1981 within the Strategy and Policy Division (INDSP) that conducted Incentives and Comparative Advantage (INCA) studies in the Ivory Coast and a dozen other countries. The unit had completed most of its work by 1984

Industry Development Sector

Records of the Global Environment Facility

  • WB IBRD/IDA GEF
  • Archief
  • 1988 - 2007
  • 1988 - 2007

The fonds consists of records that relate to the Global Environment Facility (GEF) Secretariat's various activities. The majority of the fonds consists of GEF project files. Project types include the Small Grants Programme, Enabling Activities, medium-sized projects (MSP), and full-sized projects (FSPs). These records reflect GEF project cycle activities. Records include: reports; correspondence; forms; concept agreements; focal area work program documents; CEO endorsement; evaluation and review documents;terminal report; and other documents generated by the project cycle from concept development stage to its closure.

Records related to GEF's role in operational monitoring and assessment of GEF projects are included. The responsibility is shared between GEF and the implementing agencies. GEF's activities include: overall project evaluation; operational programs evaluation; evaluation of GEF practices and activities; and thematic reviews and assessments. GEF's Monitoring and Evaluation unit (GEFME) also contributes to the formation of Global and Regional Agreements and organizes and participates in workshops and other knowledge sharing activities. Records included here are generally unpublished materials including drafts, working papers, statistical information and other records related to the work of GEFME.

The fonds also consists of policy, procedures, and standards development and business strategy records. Records generally consist of correspondence, reports, research, ad hoc studies on various topics, and other records pertaining to the development and implementation of GEF policies, procedures, and standards.

Also included are records related to GEF's Focal Area programs. These records relate to: program operations; program strategy; program indicators and methodologies; capacity development initiatives; cross-team support; taskforce meetings; conventions; seminars; training; and the Scientific and Technical Advisory Panel (STAP). Records include: correspondence; reports; policy papers; reports to management; publications; and other materials.

This fonds also consists of corporate affairs and liaison records. Included is correspondence and reports that document GEF's relationship with client communities and stake holders, including: implementing agencies; executing agencies; STAP; donor countries; the private sector; and non-governmental organizations (NGOs). Also included are records related to GEF's participation in the various conventions of which it acts as the financial mechanism. Records include: copies of agreements and contracts; terms and conditions; memoranda of understanding; annual and financial reports; and records related to replenishment. Included in this fonds are records created during meetings of GEF Council, GEF Assembly and other standing and ad hoc groups of GEF, including: Participants meeting; various taskforces and working groups; special donor meetings; and project review meetings. Records include: minutes; agendas; reports; Terms of Reference; supporting or background documentation; summaries of proceedings; member lists; intercessional decision reports; and speeches and statements made by GEF representatives. Audio and video recordings of some of the meetings are included in the fonds.

Records related to communications and outreach are also included. The majority of these records are a collection of magazine, journal, and newspaper articles that refer to the GEF. Issues of GEF's newsletter, Talking Points, are included, as are records related to GEF representatives' participation in seminars, meetings, and other events.

Also included are the chronological correspondence files of the GEF CEO, deputy CEO, and Secretariat from between 1992 and 2004. Communications to Council from the CEO and Secretariat from 1993 to 1997 are also included.

Global Environment Facility

Records of the Environment Sector

  • WB IBRD/IDA ENV
  • Archief
  • 1983 - 2006
  • 1983 - 2006

The fonds consists of records that reflect the various activities of the environment sector in the World Bank. The majority of the records in this fonds were created or received by the Environment Department's Global Environment Unit (ENVGC) and relate to the coordination of the Global Environment Facility (GEF) and the Multilateral Fund for the Implementation of the Montreal Protocol (MLF). These records date from the beginning of the Bank's involvement with the organizations and the creation of the ENVGCin 1991. Included are GEF-affiliated project files prepared by the project task manager and sent to the ENVGC for recordkeeping. For Bank-related projects, ENVGC serves as the liaison between the project task manager and GEF, and the files correspond to the task manager's files in the regional units. In most instances the ENVGC files will consist of records documenting project identification, negotiation and project agreement; records from the implementation phase of the project are usually not forwarded to ENVGC, although the project completion report often is. Dozens of projects are represented in the fonds; however, records related to the Mesoamerican Barrier Reef System are particularly numerous. A small number of chronological files created by the Environment technical departments of the Banks' Regions that were implementing GEF projects in its earliest years (from 1990 to 1992) are included.

The fonds also consists of records that document the ENVGC's role as GEF Trustee. Records of this type documentrelationships between the ENVGC and agencies internal and external to the Bank with regard to GEF funding, projects, and operations. Copies of agreements and contracts, terms and conditions, memoranda of understanding, and annual and financial reports are also included. The fonds also contains records related to the formation and monitoring of GEF and MLF budgets and work programs. Included are the final versions of the annual budget, the mid-year review, work program, disbursement reports, and budget-related correspondence. Also included are working files consisting of memoranda and individual transaction records related to the implementation of the budget. Annual regional retrospective reviews submitted by region offices are also included.

Correspondence, research materials, and reports pertaining to the development and implementation of GEF policies, procedures, and standards are also included. Included are ad hoc studies performed to inform GEF participants on various topics. Also included are records relating to GEF council meetings and bilateral consultations and meetings; these consist of minutes, information documents, work programs, and executive summaries. Also included are records relating to conventions, forums, conferences, retreats, workshops, planning meetings, informal consultations, and Scientific and Technical Advisory Panel (STAP) meetings.

A significant number of GEF-related ENVGC records were created or collected by one of ENVGC's GEF Operations Coordinators, Ken Newcombe. Newcombe's chronological files from the early 1990s are also included. The chronological files of Ian Johnson during his time as Administrator/Assistant CEO of GEF are also included; these date from 1993 to 1996. Chronological files of Hans Wyss from this period are also included. Wyss worked out of the African Technical Department (AFT) and the Central Operations Department (COD).

The fonds also contains a smaller amount of records related to the Montreal Protocol (MP) and the MLF. Included are correspondence and reports related to Bank-managed or executed projects performed under the MP as well as agendas, minutes, reports and correspondence related to meetings and coordination activities. The majority of the meeting records are Executive Committee records. Also included in this fonds are chronological files of the ENVGC from between 1996 and 2003 that relate specifically to the Montreal Protocol.

The fonds also contains records evidencing liaison activities of ENV. Communications with NGOs, Bank Regions, funding and collaborating agencies, and other external national and international agencies and institutions are included.

A diverse group of records created by the Environment Department's Carbon Finance Unit (ENVCF) are also found in this fonds. Carbon finance-related activities began in the Department in the late 1990s and support the World Bank's role as trustee of carbon funds that deliver greenhouse gas emission reductions to government and private sector participants. Records related to the ENVCF date from the late 1990s to early 2000s and include: chronological files; materials from Bank-organized and external conferences and seminars; organization and management records; public relations materials in the form of press releases, newspaper clippings, website printouts, and correspondence; ENVCF manuals, publications, and handbooks; briefing books for senior officials containing correspondence and memoranda, briefings, meeting agendas and minutes, reports and comments, and numerous files related to the Prototype Carbon Fund (PCF); records related to Activities Implemented Jointly (AIJ) projects and trust fund cycle records; and correspondence related to trust fund programs and management.

Subject files created by the Environment Department's Director (ENVDR) dating from the mid-1990s are included in this fonds. Files contain correspondence and memoranda, meeting minutes, press releases, project information, and reports and research papers. Records originating in the Land, Water and Natural Habitats Division (ENVLW) of the Environment Department are also included. These include Division Chief chronological files from 1993 and centralized chronological files from 1991-1993. The former is limited to correspondence and memoranda while the latter includes a small number of reports in addition to correspondence.

Central chronological files of the entire Department are also included from August, 1992, to December, 1995. These records consist of correspondence between divisions, ESD departments, and other Bank Vice Presidencies and units. Records relate to: support and review of Bank projects; research projects; GEF activities; Departmental personnel and staffing; internal and external meetings; cross support; training for Bank staff relating to Environmental management; and staff conference attendance and participation. Copies of reports including ENV Divisional working papers and World Bank Environment papers are also included.

Environment Sector

Records of the Education Sector

  • WB IBRD/IDA WB_IBRD/IDA_88
  • Archief
  • 1960, 1970 - 2007
  • 1960, 1970 - 2007

The fonds consists of records that reflect the various activities of the education sector in the World Bank. Included in the fonds are records related to research activities. These include: proposals; Research Project Outputs (RPOs); exploratory studies; and other research undertaken by education sector departments. Record formats may include, but are not limited to: research proposals; terms of reference; contracts; agreements with consultants, universities and other third parties who are doing research for or with the division; back-to-office reports; statistical and other data; published and unpublished reports; working papers; related correspondence; information on surveys; and supporting documentation. Topics may include but are not limited to: economic impact of education; women in education; structural adjustment and education; education and public expenditures; education strategy and employment policies; assessments of testing capacities; effects of school conditions and atmosphere on students' performances.

Research records related to policy and best practice development are also included. Topics may include, but are not limited to: building research capacity; economics of education; primary, secondary and higher education; education and adjustment; employment and labor market; vocational training; and higher education in the sciences. The majority of these records is correspondence, but may also include: sector policy reviews; Operations Annual Review; Sector and Operations Vice Presidency (OSP) Annual Sector Review; Operations Evaluation Department (OED) Annual Reviews; and documents relating to special studies. Also included is a final version of the education sector strategy paper (1999) as well as records related to an External Advisory Panel's Advisory Group on Education, which contains correspondence, Group reports, meeting materials, and presentation slides.

Records that document the sector's operational support to the Bank's lending and project activities are included in this fonds. These records primarily include regional strategy papers and supporting correspondence, country summaries, and education status data. Also included are the final review reports of the quality enhancement review panel's work on a number of education projects between 2001 and 2007.

A small amount of correspondence, policy, guidelines, proposals, and organization files related to the Special Grant Program as well as trust funds administered by the education sector are also included.

The fonds also consist of recordsof liaison between Bank education sector departments and national and international organizations, academic institutions and other external education and employment sectors. These records consist exclusively of correspondence.

Records related to communications, training, and outreach activities of the education sector are contained in this fonds. Records relating to a variety of conferences, workshops, seminars, and study tours are included. These records include correspondence, agendas, presentation slides, and training materials. A considerable amount of records related to the World Conference on Education for All (WCEFA) in 1989 are contained in this fonds. The Conference was jointly sponsored by the Bank and the United Nations (UN). While the records were originally created by the Secretariat in New York City, the Bank took responsibility for follow-up matters and thus the records were transferred to the Bank's offices in Washington. A small amount of education sector publications are included; these consist of discussion papers of the Education and Training Series from the mid-1980s. A variety of knowledge and information products produced or received by education sector departments are included. These take the form of: Bank reports; project lesson reports; newsletters; presentations; correspondence; and supporting documentation.

This fonds also consists of education policy reports primarily authored by World Bank education policy staff and consultants from 1974 to 1990.

The fonds also contains small amounts of: Education Sector Board meeting records; chronological files of the Education Sector Board (ESB); and subject files. Also included are HDNED budget and financial review records from 1997 to 2000. These include: business plans; mid-term reviews; retrospective reviews; and budgets.

Education Sector

Records of the Population, Health, and Nutrition Sector

  • WB IBRD/IDA WB_IBRD/IDA_89
  • Archief
  • 1950 - 2003 (predominant 1969 - 2003)
  • 1950 - 2003 (predominant 1969 - 2003)

The fonds consists of records that reflect the various activities of the population, health, and nutrition sector in the World Bank. Included in the fonds are records related to Working Paper, policy, project, and program research. Many of these records were created by PHN's Policy and Research Unit (then Division, PHNPR) in the 1980s. Research topics may include but are not limited to: cost benefit and cost effectiveness studies; resource allocation; demographic data; AIDS research; health care management; family planning; infant mortality; safe motherhood; nutrition delivery services; fertility; special disease control; national health projects; pharmaceuticals and drugs; country health surveys; irrigation health risks; food subsidies and pricing; and the interaction between health and water supply. Records related to the creation of Sector Strategy - Health, Nutrition & Population (1997) are also included as are records, primarily in the form of data print outs, related to the creation of World Development Reports #1 to #8. Records may include but are not limited to: final or printer's copies of reports; concept papers; sector reviews and strategy papers; annual operational reviews; Annual Technical Reports of the Human Reproductive Program (1991-1999); sector and topical policy papers; correspondence; office memoranda; manuals on Bank measurement of poverty; reports on sector work; material on conferences and seminars; project briefs; and committee papers. Reports submitted to Bank Presidents are also included.

A considerable amount of records in this fonds relates to the Special Programme for Research and Training in Tropical Diseases (TDR). The TDR was created in 1975 at the World Health Organization (WHO) in order to support the development of research, leadership, tools, and strategies to fight infectious diseases in developing countries. The World Bank became a cosponsor of the TDR in 1977. Records include: Scientific and Technical Research Committee (STRC) reports; Scientific and Technical Advisory Committee reports and related records; background material for Bank participation; Tropical Diseases Research Committee records; annual reports; Joint Coordinating Board correspondence and meeting records; correspondence with donors; fundraising materials; general correspondence; fund arrangement records; Onchocerciasis Fund agreement (1979); country profiles; Standing Committee records; legal agreements and board papers; and records of the External Review Committee.

The fonds contains Director's records from the beginning of the Population Projects Department in 1969 through to the early 1980s. Records include: reports; subject files; final reviews; Board and committee meeting records; panel reports; demographic briefs; external advisory panel records; donor's meeting records; country briefs; health sector papers; research proposals; and program papers. Records of liaisons with international and other organizations are also included. Organizations include but are not limited to: American Public Health Association (APHA); United Nations (UN) and the UN Population Division; Population Reference Bureau; Population Service International; World Health Organization (WHO); United States Senate/House and State Department; World Population Society; national aid agencies; Ford Foundation; Asian Development Bank; Smithsonian Institute; UNICEF; John Hopkins University; Rockefeller Foundation; Harvard University; and World Fertility Society.

Records from the PHN Front Office from between 1982 to 1987 are also included. These generally take the form of subject files. Subjects include: national, bilateral, international, and non-governmental aid agencies; annual meetings; team meetings; correspondence with the Bank President; research on specific topics; country and region files; operational policy papers; and seminars and training courses. The fonds contains quality enhancement and development effectiveness reports and background materials created to provide review services and guidelines to operational task teams managing health, nutrition, and population projects. These reports were created by panels which often, but not always included, an HDNHE representative. The majority of these documents date from 1996 to 2007 and generally consist of completed reports; in some cases, panel information and terms of reference are also included.

The fonds also consists of records related to the Special Grants Program and Development Grant Facility. Records contain accounting and disbursement records as well as substantive material on the projects themselves. The latter is most often contained in correspondence and memoranda.

Nutrition sector country files are included in this fonds. These records consist of reports and correspondence between Population, Health, and Nutrition sector employees and country offices. Files are created and organized according to country. A small amount of files organized by country and originating in the PHN department of the HRO vice presidency are also included. These include correspondence between PHN staffand other Bank staff, including the Regions, and discuss a variety of topics related to population, health, and nutrition. Conference, seminar, partnership, and training records created most commonly between 1997 and 1999 are also contained in this fonds.

The fonds also contains chronological files of the Population, Health, and Nutrition Department (PHN) of the HRO vice presidency from between February, 1992, to August, 1995. Records from August, 1995, were created or received by Human Development Department (HDD). Records generally consist of correspondence and attachments. Much of the correspondence is between PHN staff and external agencies, institutions, and governments discussing information exchange and collaboration on projects and conferences. Correspondence between PHN staff and between PHN and other Bank departments related to: research paper publication; peer review and comments on research, strategy, and policy papers; conference attendance and planning; preparation of sector reviews; grants and trust funds; and assistance to and collaboration with the Regions. Records include: back-to-office reports; aide memoires; published and unpublished reports and policy papers; and sector reviews and business plans.

Conference, seminar, partnership, and training records created most commonly between 1997 and 1999 are also contained in this fonds.

Finally, a diverse group of staff and adviser records are contained in this fonds. A group of staff policy research papers and related materials are included; these relate to the work of specific staff members and are organized by name. Notably,he records of K.C. Zachariah, Senior Demographer at the World Bank between 1971 and 1987, are present. These records consist of: subject files; chronological files; terms of reference; back-to-office reports; and copies of Zachariah's reports and articles. Also included are the records created by Dr A. Measham, Health Adviser. These take the form of subject files and date from 1985-1987.

Population, Health, and Nutrition Sector

Records of the Human Development Network

  • WB IBRD/IDA HRD
  • Archief
  • 1993 - 2005
  • 1993 - 2005

The fonds consists of records that reflect the various activities of HDN 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 HDN by Bank employees within the Human Development Department (HDD); they were brought into HDN's recordkeeping system as a result of staff transfer into HDN.

Included are records related to HDN Council's meetings and activities. Topics include: communications; budget; human resources; and strategy. Records include: minutes and agendas; strategy papers; correspondence with HDN sector boards, external bodies, external advisers, the regions, and other non-HDN sectors and networks within the Bank. Also included are records related to the launch of the HD network from 1996 to 1997. These include: informational memos for network employees; records related to professional associations; staff feedback; and records related to network staff training and development.

Also included in this fonds are records related to meetings, events, seminars, and conferences participated in or organized by HDN. These include records related to meetings of network council and Vice President with external bodies and government agencies as well as records related to HD Week events from 1997 to 2000. The latter includes records related to: exhibitors; budget; registration; keynote speakers; and programs. Video recordings of keynote speakers for HD Week 2000 are also included.

The fonds also consists of communications between HDN and Bank President Wolfensohn. Records include correspondence between the HDN Vice President and senior managers with Wolfensohn as well as correspondence from Wolfensohn to external agencies and governments that was forwarded to HDN. Briefing books prepared for Wolfensohn by HDN are also included.

The fonds also includes the correspondence files of the HDNVP unit from 1997 to 2005 as well as the chronological files of HDN Vice President Jean-Louis Sarbib from 1996 to 2000.

Human Development Network

Records of the Energy Development Sector

  • WB IBRD/IDA ENGY
  • Archief
  • ca. 1970 - 2002
  • ca. 1970 - 2002

The fonds consists of correspondence, memoranda, minutes, reports, notes, briefing papers, aide-memoires, back-to-office reports, agreements, background research notes, guides, issuances, published material, research papers authored by staff and consultants, and other records related to the functions of the Energy Sector Department. Records relate to: research projects and economic and sector work in the energy field; the development of regional, sector and country policies and strategies; energy lending projects financed or co-financed by the Bank; energy credits, grants, and trust funds; structural adjustment loans; and cross-support to operational staff in the Regional Vice-Presidencies. The records also relate to liaison, aid coordination and co-financing with other development agencies, bilateral and multilateral organizations, and member countries, including but not limited to: the Overseas Development Agency; the Danish International Development Agency (DANIDA); the Finnish Department of International Development Cooperation (FINNIDA); the U.S. Agency for International Development (USAID); International Atomic Energy Agency (IAEA); Latin American Energy Organization (OLADE); United Nations Development Programme (UNDP); Canadian International Development Agency (CIDA); among many others. The records also relate to the Energy Sector Management Assistance Programme (ESMAP): a global technical assistance program sponsored by the World Bank and the United Nations Development Programme (UNDP) and managed bythe World Bank. ESMAP records relate, but are not limited, to: donor relations; involvement in development projects and research studies; organization and management (work program and business planning, status of on-going activities, etc.); and the ESMAP Consultative Group (strategic agenda and programme coordination). The fonds also contains records related to: conferences, seminars and learning events either developed and offered by Energy Sector staff, or attended by Energy Sector staff; promotional and information material intended to inform others of Sector work; participation on Bank-wide committees and task forces; business planning and work program oversight and strategy; and chronological correspondence files maintained at the unit level (such as IENPD and ESMPD), and by individual persons (such as Efrain Friedman, Energy Advisor and Assistant Director for Energy and Fuel).

Records related to operational project (loans, credits, grants, and trust funds), research studies, conferences and seminarsinclude topics such as: fuel sources and technologies, such as coal, oil, gas and hydrocarbons; renewable energy sources, such as photovoltaic cells, solar power, hydropower, thermal power, and biomass programs; environmental issues and assessments; climate change; power systems and energy efficiency; gas trading; electricity supply and grid extension; rural electrification; power sector rehabilitation and institutional restructuring of power utilities; legislation and market forces; plus many others.

Energy Development Sector

Records of the Transport Development Sector

  • WB IBRD/IDA TRA
  • Archief
  • 1952 - 1953, 1960 - 1991 (predominant 1968 - 1991)
  • 1952 - 1953, 1960 - 1991 (predominant 1968 - 1991)

The fonds consists of records that reflect the various activities of the transport sector in the World Bank. The fonds includes: research materials and background documentation; operational support and project-related records; seminar, conference and workshop materials; and appraisal software user manuals. The records in this fonds were created, collected, and used by transport-related departments beginning in the late 1960s with the Transportation Projects Department (TRP) through to the Infrastructure and Urban Development Department (IUD) in the late 1980s.

The majority of records contained in this fonds relate to research projects and operational support and are authored by the various departmental incarnations of the transport sector as well as by consultants and other World Bank departments. Research and discussion papers on the topic of transport infrastructure development are numerous as are country, project, and technology background studies and reports. Correspondence and memoranda related to the creation and review of these papers are also included. Topics include road location, design, deterioration, maintenance, and upgrading; surface treatments; traffic simulations; rural traffic; pavement and soils; drainage; railways; maritime transport; and climate studies. Records relating to collaboration with external organizations, universities, and national aid agencies are also included. Project evaluation and development materials, loan appraisals, terms of reference, project loan recommendations and related memoranda, and project reviews and audits are present in small amounts. Note that many of the records in these types were created by, commented on, and/or received by William D. O. Paterson, Senior Engineer of the Infrastructure and Urban Development Department Transport Development Division (INUTD). Included in Paterson's files are chronological files, country files, working papers, and extensive records on transport infrastructure projects in Indonesia in the 1980s. Also note that the fonds contains a group of project, operations, sector, and technological reference records as well as World Bank information and policy records that were organized within a single classification scheme in the Transportation Department (TRP, 1983-1987). Reports, memoranda, and correspondence are the most common record form, while topics are wide ranging.

The fonds contains a large amount of records related to the Highway Design and Maintenance Standards Models (HDMS) and to projects that served as the basis for their creation. The HDMS was a tool initially conceived in 1969 by Transport Department engineers and later incorporated external academics and consultants. Its purpose was to meet the needs of highway authorities, particularly in developing countries, for evaluating policies, standards, and programs of road construction and maintenance. The project was concerned with various topics related to highway maintenance and construction, including design, evaluation, damage, costs, pavement performance, and deterioration.The project had at least four iterations. While the majority of the records in this fonds concern HDMS III, released in 1985 and researched and prepared over the previous decade, a significant amount of reports and background materials from the earliest years of the project are also included. Project records include budget materials, research and project proposals, reports, research and discussion papers, user manuals, training materials, and drafts of papers and feedback. HDMS II and III were largely based on primary studies undertaken in Kenya, Brazil, India, and the Caribbean. The fonds includes extensive records from the Brazilian and Indian studies, including reports, working papers, data, notes, memoranda, calculations, correspondence, back-to-office reports, project files, and seminar and presentation notes.

Also included in this fonds are records related to the Transportation Projects Department (TRP) between 1967 and 1972. Records relate to World Bank/United Nations Development Programme projects in the Far East during the years 1968-1972. Much of these records are correspondence between the Department and outside consulting agencies that performed the project research. The files concern the scope of projects, consultative fees, contracts, negotiations with the contracted agencies, and periodic progress reports. A wide array of transportation-related projects is represented.

Also included is a small amount of records relating to seminars, training and workshops. Many of these events were organized by the Transportation Department (TRP, 1983-1987) and Infrastructure and Urban Development Department Transport Development Division (INUTD); records of this type date from between 1986 and 1991 and include speeches and background reports on a variety of Transportation-related topics along with event planning records. As well, a number of records relating to the attendance of and participation in external conferences, seminars, and symposiums by transportation sector staff are also included.

Finally, the fonds includes user manuals for appraisal software used for operational projects. The software includes: Financial Analysis System (FAST), Port Simulation Model (PORTSIM), Cost Benefit Package (CBPACK), and the Road Analysis Model (RAM). The manuals found here, as well as the software itself, was developed by the Transportation and Urban Projects Department (TRU) with the assistance of the Computing Activities Department during the early to mid 1970s.

The fonds also includes records related to the Construction Industry (CI) Adviser Helmut Kadner and his staff from 1981 to 1984. The records include drafts of construction industry papers prepared by CI staff with comments, which were prepared for the Construction Industry in Developing Countries Seminar held in February 1984.

Transport Development Sector

Records of the Environmentally and Socially Sustainable Development Network

  • WB IBRD/IDA WB_IBRD/IDA_92
  • Archief
  • 1994 - 2003 (predominant 1998 - 2003)
  • 1994 - 2003 (predominant 1998 - 2003)

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.

Environmentally and Socially Sustainable Development Network

Records of the Water Development Sector

  • WB IBRD/IDA WAT
  • Archief
  • 1973 - 1992
  • 1973 - 1992

The fonds consists of a diverse group of records that reflect the various activities of the water function in the World Bank. The fonds includes: internal and external correspondence, including letters, memoranda, and telexes; project files; sector support and research files; conference and workshop materials; and departmental publications.

Records in this fonds generally relate to projects managed or supported by the Transportation, Water and Telecommunications Department (TWT, 19791983), the Water Supply and Urban Development Department (WUD, 19831987) and the Infrastructure and Urban Development Department (IUD, 19871991). Projectrelated records include project documentation and reports, Country Monitoring Evaluations (CMEs), agreements, terms of reference, progress reports, budgets, personnel management, country information and research materials, and unofficial liaison records with outside agencies. Project topics include handpump development and testing, sewerage, landfill design, sanitation, solid waste private options and demonstration projects. Projectrelated records are generally organized by country.

Many of the projectrelated records are related to the United Nations Development Programme (UNDP) World Bank Water and Sanitation Program, a special cooperative program created in 1978 managed by the World Bank. This Programme intended to develop, field test, and demonstrate the effectiveness of lowcost approaches to the provision of clean drinking water and adequate sanitation. The fonds contains donor files on countries and aid agencies that contributed to the Water and Sanitation Program. These records include: correspondence with donors; funding negotiations and agreements; project descriptions and budgets; progress reports; and backtooffice and meeting reports. Records relating to the UNDP - World Bank's cooperation with other multilateral organizations, such as the World Health Organization (WHO) and UNICEF are included.

The fonds also includes the correspondence of John M. Kalbermatten, Adviser for the Water and Wastes Sector in the Public Utilities Department and the Energy, Water and Telecommunications Department (EWT), from 19731979. Records include consultant reports, activity summaries and reports, progress reports, budgets and administrative correspondence.

Records also relate to projects of the Office of the Training Coordinator of the Water Supply and Urban Development Department (WUD). These records primarily concern the Information and Training program, a UNDPWorld Bank project aimed at preparing and disseminating information and training material on low cost technologies. Records include a chronology, correspondence, consultants' terms of reference, backtooffice reports, training materials and related preparatory materials, field testing materials, drafts of the Training Module Field Test and Review Report of 1984, a user participation package and a Project Preparation Handbook. Also included is correspondence and reports related to the Water Supply and Urban Development Department's (WUD) cooperation with the Economic Development Institute (EDI) in the production of water and sanitationrelated conferences, workshops, and training modules; a small number of other records distributed by EDI, such as planning and evaluation reports, are also included. The fonds also includes a small number of records that relate to conferences organized and attended by water sector staff.

Records also relate to participation in and contribution to external programs and groups. Included are records from the Steering Committee for the United Nations International Drinking Water Supply and Sanitation Decade (IDWSS). These records include material such as agendas, minutes, and progress reports from meetings between 1981 and 1985 as well as records related to the promotion and support for women's participation in the initiative. Reports submitted by the World Bank to the Committee are also included. The fonds also includes files related to the Urban Poverty Task Group, a project overseen by the Urban Projects Department that began in 1975 with the objective of designing new policies, methods and projects to alleviate urban poverty. Records primarily include correspondence related to the Energy, Water and Telecommunications Department's (EWT) contributions to the water supply and waste water aspects of the Task Group's work.

The fonds also includes eleven volumes issued between 1980 and 1984 by the Transportation, Water and Telecommunications Department (TWT) and the Water Supply and Urban Development Department (WUD) regarding a research project undertaken in 1976 by the World Bank that examined water supply and sanitation in developing countries. Records include published volumes, drafts, final reports, notes, and internal memoranda.

Water Development Sector

Records of the Urban Development Sector

  • WB IBRD/IDA URB
  • Archief
  • 1972 - 1987
  • 1972 - 1987

Fonds consists of records related to activities undertaken by the urban development sector. The majority of 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 and discussion 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. Finally, 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.

Urban Development Sector

Records of the Office of the Historian

  • WB IBRD/IDA HIST
  • Archief
  • 1946 - 1999 (predominant 1989 - 1998)
  • 1946 - 1999 (predominant 1989 - 1998)

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.

Office of the Historian

Personal papers of O. Hursit Calika

  • WB IBRD/IDA WB_IBRD/IDA_94
  • Archief
  • 1961 - 1974, 1976 - 1979
  • 1961 - 1974, 1976 - 1979

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

Calika, O. Hursit

Personal papers of Irving S. Friedman

  • WB IBRD/IDA FRIEDMAN
  • Archief
  • 21 October 1964 - 28 March 1968
  • 21 October 1964 - 28 March 1968

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.

Friedman, Irving S.

Records of the Poverty Reduction and Economic Management Network

  • WB IBRD/IDA PREM
  • Archief
  • 1994 - 2008
  • 1994 - 2008

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.

Poverty Reduction and Economic Management Network

Records of the Environmentally Sustainable Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_90
  • Archief
  • 1993 - 1997
  • 1993 - 1997

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.

Environmentally Sustainable Development Vice Presidency

Personal papers of Hollis B. Chenery

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

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

Chenery, Hollis B.

Personal papers of Sidney E. Chernick

  • WB IBRD/IDA WB_IBRD/IDA_95
  • Archief
  • 1972 - 1989
  • 1972 - 1989

Fonds consists of Sidney Chernick's chronological files from his time in numerous World Bank departments, including: the Policy, Planning and Program Review Department (PPPRD); Country Policy Department (CPD); South Asia Country Programs Department (ASADR); and the Economic Development Institute (EDI). Chronological files contain few gaps and appear to have functioned as Chernick's personal record of outgoing correspondence.

Chernick, Sidney E.

Records of Temporary Committees, Commissions, and Boards

  • WB IBRD/IDA COM
  • Archief
  • 1982 - 1995
  • 1982 - 1995

The fonds contains the records of two task forces: the Economic Development Institute (EDI) Task Force and the Task Force on Local Cost Financing Under Adjustment Operations. The records of the secretariat responsible for the Bank's activities marking its 50th anniversary are also included.

Temporary Committees, Commissions, and Boards

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