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Personal Papers of Eugene H. Rotberg

  • WB IBRD/IDA ROTBERG
  • Archief
  • 1968 - 1987

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

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Personal Papers of Adrian Wood

  • WB IBRD/IDA WB_IBRD/IDA_121
  • Archief
  • 1980 - 1995, 2015 - 2018

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

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

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Records of the Human Development Network

  • WB IBRD/IDA HRD
  • Archief
  • 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.

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Records of the Office of Operations Policy

  • WB IBRD/IDA OP
  • Archief
  • 1972 - 2008

Records of the VP and Head of Network and the departmental directors'

The fonds includes memoranda, notes, letters, and emails sent and received by Hans Wyss, Director of the Central Operations Department (COD), and by those acting as Director in his absence for the year 1992.

The records also include correspondence and memoranda (external and internal) maintained for the Operational Policy and Country Services Network (OPC) VP and Head of Network James Adams for the years 2001 to 2002.

Budget planning and work programs

The fonds includes budget planning, work program, and task planning budget records for the Operational Policy and Country Services Network (OPC) and its subordinate departments and units for the years 2000 to 2007.

Procurement policy and advisory services

The fonds includes records for departments and units responsible for coordinating functions related to procurement policy and advisory services, including: the Procurement Unit (PPDPC) of the Projects Policy Department (PPD) from 1983 to 1987; the Procurement Unit (CODPR) of the Central Operations Department (COD) from 1987 to 1992; the Procurement Policy and Coordination Unit (OPRPR) of the Operations Policy Department (OPR) from 1993 to 1997; the Procurement Policy and Services Group (OCSPR) from 1997 to 2000; and the Procurement Policy and Services Group (OPCPR) from 2001 to 2004.

Included are records assembled by Raghavan Srinivasan, who served as Procurement Adviser for the PPDPC, and later served as the Chief of CODPR and OPRPR from 1983 to 1994. Included are correspondence and policy development records relating to a wide range of procurement processes and procedures, including shipment inspection, selection of consultants, and contract bidding. The records also include comments on draft World Bank issuances including Procurement Guidelines. Additional records assembled by Srinivasan include memoranda related to CODPR organization and management from 1987 to 1988.

The records also include correspondence, memoranda, and back-to-office reports maintained by Srinivasan concerning borrowers' procurement training sessions and seminars held in the Regions from 1988 to 1991.

Additional records maintained by Srinivasan include records related to CODPR's development of the computerized register Data on Consulting Firms (DACON) from 1984 to 1989. The records include correspondence with firms wishing to do business with the Bank or with Bank borrowers, intra-Bank memoranda and correspondence regarding the revised system (DACON II) and changes and improvements in that system, and revisions of the DACON registration form submitted by consulting firms.

Srinivasan's records also include records related to CODPR's coordination with the Development Assistance Committee (DAC), a subsidiary unit of the Organization for Economic Co-operation and Development (OECD), and the United Nations (UN) from 1992 to 1993. The records include agendas and notes of high level DAC meetings and meetings of DAC's Ad Hoc Group of Procurement Experts, along with related correspondence. The UN records consist of Srinivasan's contacts with UN components on procurement related and consultant issues and the participation of Bank officials in UN sponsored training.

Records are also included for the International Business Opportunity Services (IBOS) subscription service, which provided a publication that informed the international business community, civil works constituents, contractors, subcontractors, and consultants on World Bank procurement procedures and upcomingBank funded projects. Responsibility for IBOS was transferred from the External Affairs Department (EXT) to the OPRPR in 1994. The IBOS records consist primarily of the multiple types of documents produced for this publication, including: Technical Data Sheets (TDS) from 1982 to 1998; Procurement Notices from 1985 to 1994; and Notices of Contract Awards from 1987 to 1994. The IBOS related records also include fact sheets, form letters, and correspondence.

Also included are records relating to the Operations Procurement Review Committee (OPRC) of OPRPR and its successor OCSPR from 1993 to 2000. The OPRC records focus on the review of contract awards. A review was conducted to ensure that procurement was done in accordance with tender requirements and the Bank's procurement guidelines. Each contract award recommendation considered by OPRC usually consists of: a summary of the contract award; names of the country, executing agency and sector; loan /credit number; descriptions of the scope, prequalification status, and number of qualified bidders for the contract; and dates of the bid opening, receipt of the award recommendation, and the Bank's "no objection" action on the award. Sometimes the report of contract award recommendation is accompanied by a copy of the bid evaluation performed by the borrower, correspondence regarding bidder disputes, and a facsimile message or other correspondence notifying the borrower of OPRC's action.

The records also include procurement policy development and review records maintained by PPDPC, CODPR, OPRPR, and OCSPR from 1986 to 2000. The records concern the creation, development, and review of Bank Group-wide and divisional procurement or consultant policies. The policy development records include the following types of records: development proposals; draft policy statements; terms of reference; copies of pertinent legal documents; papers presented to the Procurement Board; correspondence and memoranda; research and background records related to policy development; and final policy papers. Subject files related to procurement policy development are also included and cover a wide variety of topics, including: procurement of contractors and suppliers; selection of consultants; advertising; evaluation of bids; contract awards; and Bank review functions. The records also consist of draft and final versions of guidelines, specifications, forms, standard documents used in bidding and for contracting, and directives and handbooks for various types of procurement.

Records related to Procurement Audit Reports prepared by the Bank's Internal Auditing Department (IAD) and reviewed by OPRPR and OCSPR are also included for the years 1994 to 2000. The audit reports focus on projects particular to a country. The records include: draft and final copies of audit reports; comments on the reports; and correspondence and memoranda regarding audit reports.

Record related to liaison and external relations with NGOs, multilateral development banks (MDBs), and other international organizations are also included for CODPR, OPRPR, OCSPR, and OPCPR from 1987 to 2003. The records primarily include correspondence and memoranda, programs, participant lists, and meeting minutes and agenda for numerous meetings and seminars. Some examples include records for the following meetings: Head of Procurement Multilateral Development Banks Meetings; Annual Meeting of the International Financial Institutions/International Contractors Association (CICA); Biennial Meeting with the Lending Agencies and the Consulting Industry (AMILACI); meetings with the International Federation of Building and Wood Workers; meetings and seminars with the UN Inter-Agency Procurement Services Office (IAPSO); and meetings and seminars with the International Federation of Consulting Engineers (FIDIC).

The records also include external and internal correspondence regarding complaints and inquiries from suppliers, consultants, contractors, and the Bank's Executive Directors (ED) related to Bank-funded projects, and topics related to procurement. The records were maintained by OPRPR and OCSPR from 1993 to 2000.

Operations policy development

This fonds includes records related to the departments and units responsible for the development, revision, and issuances of operational policies, standards, and guidelines, including: the Projects Advisory Staff (PAS, later renamed the Projects Policy Department [PPD]) from 1972 to 1987; the Operations Policy Unit (CODOP) of the Central Operations Department (COD) from 1987 to 1992; the Operations Policy Group (OPRPG) of the Operations Policy Department (OPR) from 1993 to 1997; and the Operations Policy and Strategy Group (MDOPS) from 1997 to 1999.

The fonds includes records related to the development of Operations Manual Statements (OMS), and its successors Operational Directives (OD), Operational Policies (OP), Bank Procedures (BP), and Good Practices (GP) developed for the World Bank's Operational Manual (OM). The OMSs were replaced by the ODs in 1989. Similarly, the ODs were restructured into new OPs, BPs, and GPs in 1993.

The OMS related records primarily span the years from 1972 to 1988, and include OMS draft and final copies, comments, and correspondence and memoranda from PAS/PPD and CODOP regarding proposed revisions to the Operational Manual and OMSs. The OMS records also consist of Operational Circulars (Circular Ops), and Operations Policy Notes (OPNs). Central Project Memoranda (CPM) and Projects Department Directors' Memoranda related to drafting and revising of OMSs are also included for the years when PAS was part of the Central Projects Staff (CPS) from 1972 to 1982.

The records also include planning and procedure records maintained by CODOP and its successor OPRPG from 1987 to 1994 related to the redrafting of OMSs into ODs for a new Bank Operations Manual (OM) in 1989, and the restructuring of ODs into OPs, BPs, and GPs in 1993. The records consist of: background records on methodology for preparing the Bank's Operational Manual (OM); status reports on transitioning OMSs to ODs; formats, style, design, and procedures for drafting ODs; records related to the impact of the 1987 Bank reorganization on drafting the OM; instructions for coding ODs; administration and distribution of OM; computerization of the OM; procedures for review and approval of ODs; records related to training modules, seminars, and workshops devoted to ODs training; and records regarding the restructuring of ODs into the new OP/BP/GP system. Operations Policy Notes (OPNs) and Central Project Memoranda (CPM) files are also included as part of background research information.

The records also include "dead copy" files of OMSs being replaced by ODs from 1987 to 1991. The dead copy files primarily consist of draft ODs with comments, and Manual Transmittal Memoranda drafted for the OM distribution recipients. Records also included separate files from the same period consisting of correspondence, memoranda, revisions, drafts, and final copies of ODs.

Operational Policies (OP), Bank Procedures (BP), and Good Practices (GP) records maintained by CODOP and MDOPS from 1993 to 1999 are also included. Records consist of correspondence and memoranda regarding revisions, draft, and final copies of OPs, BPs, and GPs with comments.

Records also consist of materials maintained by the Operational Policy Committee (OPC) from 1993 to 2003. The OPC was chaired by one the Bank's Managing Directors (MD), and the Committee was composed of members from the Sector Vice Presidencies, Bank Network departments, and staff from the Regional Vice Presidencies (RVP). The OPC had the responsibility of reviewing sector strategy approach papers, issue papers, and reports primarily prepared by the Bank's sector departments or by Bank special task forces. This review helped inform the development of new OPs, BPs, and GPs within Bank operations. It also informed the revision and conversion of existing OPs, BPs, and GPs. The records include: agenda and meeting minutes for OPC; drafts of approach papers, issue papers, and reports with memoranda and comments from members of OPC; OP/BP conversion plans; OPC review schedules; attendance lists; background documents; and meeting briefs prepared for the Managing Director (MD) and Chair for OPC.

Records also include the subject files maintained by CODOP Chief Randolph L. P. Harris from 1987 to 1993. The subject files concern the work of CODOP and consist of records related to the following topics: environment technical assistance; lending review; operations evaluation; office administration; policy, planning, andresearch; operational directives; and annual reviews. The records also contain copies of reports and policy papers.

Records also consist of materials maintained by Rene Ruivivar, who served as Operations Adviser and Senior Operations Adviser for CODOP, OPRPG, and the Operational Services Group (OCSOS) of OCS from 1992 to 1999. The records include: Standard Disbursement Profiles concerning estimates for disbursement and loans from 1985 to 1996; the 1999 OCS Study of Field Based Supervision; records regarding the development of and guidelines for Project Concept Documents and Project Appraisal Documents; and various studies regarding Bank procedures from 1996 to 1997.

International organization and non-governmental organizations (NGO) liaison

The fonds also consist of international organization and NGO liaison records of the PAS/PPD, CODOP, and OPRPG from 1983 to 1997. The records concern liaison with the United Nations, the United Nations Development Programme (UNDP), and other external organizations. Therecords were primarily maintained by Nimrod Raphaeli who worked in the following positions: Planning Advisor and Advisor for UN/UNDP for PPD from 1982 to 1987 and UN Technical Cooperation Advisor for CODOP and OPRPG from 1987 to 1997. These records include: correspondence, memoranda, reports, and minutes of meetings compiled by Raphaeli and other staff regarding Bank-supported technical assistance and the Bank's interaction with the United Nations (UN), the United Nations Development Programme (UNDP), and other organizations external to the Bank. The records also include minutes of meetings of the Bank/UNDP High Level Task Force from 1986 to 1993.

Project management and operational review

This fonds also includes records related to the departments and units responsible for the review of projects and economic sector work (ESW) in the Bank's Regional Vice Presidencies (RVP): the Operations Policy Unit (CODOP) of the Central Operations Department (COD) from 1987 to 1992; the Operations Policy Group (OPRPG) of the Operations Policy Department (OPR) from 1993 to 1997; and the Operations Policy and Strategy Group (MDOPS) from 1997 to 1999.

The fonds includes project review records maintained by the CODOP from 1987 to 1993. Project reviews were usually requested by the Bank's Regional Vice Presidencies (RVP) to gain approval for changes to loan/credit agreements for a particular project. CODOP reviewed these projects on the behalf of Operations Senior Vice President (OPNSV) Moeen Qureshi. The project review records include: requests by the Regions for approval to change existing loan/credit agreements with the Bank for projects; requests for waivers of conditions for release of funds; records related to permission to restructure projects; records related to the use of savings accrued for other projects; and records related to the extension of closing dates for credits, loans, or projects themselves.

Records also include materials related to the Final Executive Project Summaries (FEPS) reviewed by the CODOP from 1987 to 1993. The FEPSs were prepared by departments and units within the Regional Vice Presidencies (RVP), and then reviewed by CODOP before their submission to the Operations Senior Vice President (OPNSV) Moeen Qureshi for approval. Most of the FEPS were submitted for loans and credits for projects in the areas of health, nutrition, population, education, infrastructure, agriculture, energy, mining, research and development, and technical assistance. A typical FEPS includes the following: the project summary; a review document prepared by CODOP that analyzes the summary's documentation from various perspectives; and a memorandum from the OPNSV approving or disapproving the FEPS.

Records also consist of economic sector work (ESW) reports prepared by the Regional Vice Presidencies (RVP), which were submitted to the OPRPG and MDOPS for review for the years 1996 to 1998. The records include country specific draft and final reports focused on various economic and development issues. Also included are background papers and reports produced external of the Bank, and correspondence related to review and tracking ESW in the Regions by OPRPG and MDOPS.

Records of the Operations Committee (OC) and Regional Operations Committee (ROC)

The fonds also includes records related to the Bank-wide Operations Committee (OC) and the Regional Operations Committee (ROC) from 1997 to 2003. The OC and ROC were chaired by one the Bank's Managing Directors (MD), and the committees were composed of members from the Bank's Network departments, and staff from the Regional Vice Presidencies (RVP). The period these records were created, the Operations Policy and Strategy Group (MDOPS) and the Operations Policy and Strategy Vice Presidency (OPS) provided membership representation for the OC/ROC Committees from 1997 to 2001. After 2002, membership representation was provided by staff from the Operational Policy and Country Services Network (OPC). The OC and ROC records focus on review of Country Assistance Strategies (CAS), structural adjustment loans (SALs), Sector Adjustment Loans (SECALs), and other policy concerns specific to a country. The records include: draft CAS, SAL, and SECAL papers with memoranda and comments from OC/ROC members; meeting minutes and agenda for OC/ROC meeting minutes; copies of meeting briefs prepared for the Managing Director and Chair of OC/ROC Committees; copies of the final President's recommendation report submitted to the Executive Directors on SALs, SECALS, and CAS for review; and meeting minutes and discussion summaries of the Board of Executive Directors.

Government Accountability Office (GAO) review records

The fonds also includes records related to reviews performed by the U.S. Congressional Government Accountability Office (GAO) of the Bank's assistance and development strategies, lending programming, and other special programs from 1996 to 2000. OCS assisted GAO in this process by helping to form advisory groups to collaborate in the review process. The GAO records cover a wide range of topics for multiple reviews performed, including some of the following examples: review of management controls over investment lending; review of the Bank's Heavily Indebted Poor Country (HIPC) Initiative; and review of the Bank's Fraud and Corruption program. The GAO records generally include: meeting minutes and agenda for the Bank-wide Audit Committee; meeting minutes and agenda with the Bank's Executive Directors, especially the US Executive Director; terms of reference outlining advisory groups formed to assist and collaborate in the review process with GAO; GAO draft and final copies of audit reports; and correspondence and memoranda primarily between the OCS VP and Head of Network Katherine Sierra, GAO representatives, the U.S. Executive Director, and members of the Audit Committee.

Operational monitoring

The fonds also includes operational monitoring records of the Operations Monitoring Unit (CODMO) from 1987 to 1991.

Included are Overdue Service Payment records created and maintained by the CODMO, which concern problems with overdue service payments from countries receiving IBRD and IDA loans. The records consist of memoranda, reports, and directives concerning procedures for tracking and collecting overdue payments and Bank policy towards governments in arrears on payments. Most of the records consist of IBRD and IDA Overdues Weekly Reports and weekly printouts of overdue service payments. Also included are agreements between the IBRD and the IMF regarding member countries with overdue obligations; memoranda regarding the arrears of specific countries; memoranda regarding overdue financial obligations to the IMF, minutes and reports of the Joint Audit Committee; and records of the Task Force on Policy on Collection of Overdues and Suspension chaired by the Director of the Central Operations Department (COD).

The records also consist of materials from 1988 to 1991 related to the drafting and preparation by CODMO of the Annual Review of Implementation and Supervision (ARIS). The records include draft and final copies of the ARIS submitted to the Bank's Executive Directors for review as well as correspondence and memoranda regarding the ARIS.

Country policy and strategy

The fonds also includes records from 1991 to 1993 related to Country Strategy Papers (CSP), Country Assistance Strategies (CAS), and sometimes Policy Framework Papers (PFP) with related comments from the staff of CODOP and OPRPG. The records document staff comments on and review of proposed loan and credit projects prior to their discussion in meetings of the Bank's Loan Committee. Some records contain only the Chairman's concluding remarks from a meeting of the Executive Directors regarding the Bank's CAS for a particular country.

Also included are Country Policy and Institutional Assessment (CPIA) records maintained by the Operational Policy and Country Services Network (OPC) from the years 2001 to 2006. A CPIA is a diagnostic tool or survey used to assess the quality of a country's policies and institutional arrangements. The CPIA records include country worksheets drafted for a country, which outline quality performance ratings for specific policies within that country.

Special task forces

The fonds includes records related to OPRPG's participation in the Task Force on Portfolio Management under the chairmanship of Willi A. Wapenhans, Vice President and Special Advisor. The Task Force was established in February 1992 by Bank President Lewis T. Preston. Included are the records of Task Force member Michael Pommier, Operations Advisor, which contain extensive correspondence, studies, and draft and final versions of the Task Force report issued in November 1992.

The records also include news releases, articles, and Bank comments on the Task Force report ("Wapenhans Report") which OPRPG used in developing the OPR's study for the Board of Executive Directors in 1994 entitled "Progress Report on The Implementation of Portfolio Management: Next Steps - A Program of Actions." Responses from various parts of the Bank to the report are included in the records.

The records also consist of reports and correspondence documenting progress under the "Next Steps" program in improving portfolio performance management. These were used in drafting the "Second Progress Report on the Implementation of Portfolio Management: Next Steps - A Program of Actions." Drafts and final copies of the report are part of the records.

The fonds also includes records related to OCS and OPC involvement in the extensive review and reform of the Bank's Middle Income Countries (MIC) development and lending strategies from 1997 to 2008. The records are the accumulation of MIC Task Forces launched in 2001 and 2004, and the development of the MIC Action Plan in 2005. The records include background information and records related to the extensive collaboration within the Bank and with Multilateral Development Banks (MDBs), Bank member MIC, MIC Donors, and other International Financial Institutions (IFI) to develop and reform the Bank's MIC strategies. The MIC records include: external background papers, articles, and reports regarding MIC lending in Bank operations; MIC Action Plan drafts; statements drafted by the Bank's Executive Directors with comments and reviews of the MIC Action Plan; informal Executive Director and Board meeting summaries regarding the MIC Action Plan; Second Progress Memoranda regarding MIC Action Plan; President's Memoranda related to MIC reform and strategy; and Strategic Themes and Operational Matrix charts for MIC Strategy.

The MIC records alsoconsist of records related to workshops, seminars, and working groups organized with other Multilateral Development Banks (MDBs), International Financial Institutions (IFI), and MIC Donors to help facilitate the development of joint papers and reports for MIC development reform. The records include: agenda and meeting minutes for various workshops, seminars, and working groups; interview transcripts of workshops; presentation slides and speech transcripts; correspondence and memoranda between involved Bank parties and cooperative MDB, IFI, or donor representatives; and copies of joint drafted papers and reports submitted to Bank Senior Management and Executive Directors Board members with comments. The records also include materials related to the drafting of Strengthening the World Bank's Engagement with IBRD Partner Countries as part of the joint World Bank-IMF Development Committee for the 2006 Fall Annual Meeting.

Also included are records related to consultation meetings organized jointly by the Bankand MDBs to help facilitate support of Bank MIC development strategies, update Bank member countries of MIC reforms, and develop country partnerships strategies. The participants of the meetings usually included the Executive Director for a specific country, the various ministers in a country, and other country officials. The records include: agenda and meeting minutes; participant lists; presentation slides and speech transcripts; invitation letters sent to participants; and correspondence between Bank representatives, MDB representatives, the country Executive Director, and country ministers.

Conferences, seminars, and workshops

The fonds also includes records related to the conferences and seminars planned or participated in by the Aid Effectiveness Unit (OPCAE) and the Harmonization Unit (OPCCH) of the Operational Policy and Country Services Network (OPC) from 2003 to 2009. The records primarily consist of records related to High Level Forum (HLF) conferences organized jointly by the Bank and Multilateral Development Banks (MDBs), which focused on the topics of aid effectiveness and harmonization. The HLF records include: correspondence and memoranda regarding preparation, arrangements, and reporting on HLFs; travel expense records; agenda and meeting minutes of HLFs; invitation letters sent to HLF participants; reimbursement records; and reports, studies, and programs prepared or presented for HLFs. The records also include materials related to workshops and seminars planned by OPCAE and OPCCH. Workshopand seminar records include: travel expense records; budget and expense reports; presentation materials prepared for workshops and seminars; agenda and meeting minutes; and mission reports regarding workshops and seminars held in Bank member countries.

Quality assurance and review

The fonds also includes records from 1997 to 2010 related to the Quality Assurance Group (MDOQA) of the Front Office to the Managing Directors and its successor Quality Assurance Group (QAG) of the Operational Policy and Country Services Network (OPC).

The QAG records include budget and business plan records for the fiscal years 2001 to 2009. The records include: correspondence and memoranda; budget monitoring reports; cross support budget reports; budget estimate reports; cost update reports; and compact summaries outlining business plan budget expenses for QAG.

The QAG records also consist of records related to the review of the QAG by the Bank's Internal Audit Department (IAD) from 2007 to 2010. The review records include:IAD review and recommendation reports; memoranda and correspondence related to the IAD reports; meeting minutes from the Bank's Audit Committee regarding the QAG review; and background information summarizing QAG activities.

The QAG records also include organization and management records focused on the re-integration of QAG into the OPC Network in 2010. The records primarily include correspondence and memoranda and work program records detailing QAG functions and activities post-integration.

The QAG records also consist of materials related to the preparation of QAG quality assessment papers and reports prepared for the Bank's senior management regarding the Bank's quality assurance portfolio from 1997 to 2009. The QAG quality assessment papers were prepared to assess Bank operations in the following portfolio areas: lending; non-lending; support for quality enhancement (SQE); and institutional. The records related to the preparation of quality assessment papers include, but are not limited to the following types of assessments prepared by QAG: Quality at Entry Assessments (QEA); Quality of Supervision Assessments (QSA); Sector Board Assessments; ESW Assessments; Global Programs and Partnerships (GPP); World Bank Institute (WBI) Assessments; Country Analytic and Advisory Activities (AAA); and Other Economic Sector Work (OESW). The quality assessment records also include correspondence and memoranda, interview transcripts and notes, and background papers and reports external of QAG gathered in preparationof quality assessments. The records also include assessment paper review files maintained for the Quality Assessment of the Lending Portfolio (QALP) Program, which was launched in 2008. The review files include copies of quality assessment papers related to lending projects with comments from members of the QALP Panel.

The quality assessment records also consist of records related to QAG planning and preparation of the Annual Report on Portfolio Performance (ARPP) reports prepared for the Bank's Senior Management, the Bank's Executive Board of Directors, and members of the Bank's Committee of Development Effectiveness (CODE). The ARPP summarized information gathered by the quality assessment papers, and informed its audience of the quality and scope of the Bank's lending portfolio and other programs. The ARPP records include: correspondence and memoranda regarding preparation of ARPP; project implementation plans for ARPP; and copies of the ARPP prepared for submission. The QAG records also include presentation materials prepared for various conferences and seminars from 2003 to 2009. The records include copies of hardcopy and mylar presentation slides.

Post Conflict Fund (PCF) program trust fund records

The fonds also includes trust funds records maintained by the Fragile and Conflict Affected Countries Group (OPCFC) of OPC from 1996 to 2007. The records primarily consist of grant documentation for the Post Conflict Fund (PCF) program. The grant fund documentation for PCF include: copies of grant agreements; correspondence sent to country finance ministers or responsible agency authorities regarding grant agreements and amounts allotted; request for grant disbursement; request for payment of professional/contractual services; request for Development Grant Facility (DGF) funding; and external background papers and reports focused on a particular country.

The trust fund records also consist of training materials for sponsored Post Conflict Fund (PCF) programs. The training materials primarily include training manuals and guides, program brochures, and other presentation materials designed to be utilized by educational and mental health practitioners.

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Records of the World Bank Institute

  • WB IBRD/IDA WBI
  • Archief
  • 1952 - 2007

The fonds consists of records related to the activities of the World Bank Institute (WBI, previously the Economics Development Institute [EDI]). Records in this fonds most commonly relate to the training and programming offered by the WBI. Topics of WBI training classes, programs, seminars and other events are generally aligned with the Bank's networks and sectors; these include, for example, training courses related to the environment, health, social protection, education, etc. Other training programs represented in these records include: Women Entrepreneurship Development (WED); Women's Management Training Outreach Program (WMTOP); Women in Enterprise Management Training Outreach Program (WEMTOP); Portuguese Speaking African Countries (PALOP); South Pacific Development Management Program (SPDMP); UNEDIL (UNDP/EDI/ILO program for Strengthening African Management Institutions in Africa); Agricultural Management Training in Africa (AMTA); Agricultural Rural Development Network (ARDNET); Gender and Developing Training Programme (GAD); and the Social Policy Reform in Transition Economies (SPRITE). Also included are records related to: programs organized in cooperation with the Joint Vienna Institute; the Foundation for Advanced Studies on International Development (FASID); Food and Agriculture Organization (FAO); and the United Nations Development Programme (UNDP).

Prior to 1994, the EDI division responsible for a training activity would, at the conclusion of the project, create a 'Master' training file. This consists of the records considered to be the essential products of the training unit. Included in these files are: terms of reference; seminar/training course programs and agendas; data on participants, including participants' registration questionnaires; activity briefs; activity completion reports; and final reports. After 1994, divisions and units sent master copies to the Internal Documents Unit (IDU) and the Infoshop for public dissemination and, consequently, no longer maintained these types of files.

The fonds contains a variety of other records related to training programs organized by WBI/EDI or in cooperation with other agencies and institutions. Records from these programs may include, but are not limited to: participants lists; activity briefs; timetables; agendas; administrative arrangements; budget information; strategic plans; mission statements; descriptions of functional responsibilities; terms of reference; program goals; structure and management records; periodic reports; policy papers; substantive correspondence; chronological files; Memoranda of Understanding; liaison reports; background information on organizations; Back-to-Office reports; and aide memoires. Program evaluation studies and impact evaluations of specific EDI programs are also included. Studies may involve use of questionnaires or site visits, and may be conducted by EDI or by cofinancing partners or external agencies.

Records relating to a program organized and provided by EDI for non-governmental organizations (NGOs) to strengthen the participation of [NGOs] in the planning and execution of development policies/programs are also included. Records related to this program take the form of the training program records described previously.

Records of the African Virtual University (AVU) are also included. Records relate to: learning centers; content providers; satellite service providers; researchers; the digital virtual library; the language laboratory; accreditation; conferences, seminars, and forums. Also included are: AVUboard documents; legal documents; commitment summary reports; trust fund and budget reports; and course-related materials like those described above.

Records related to seminars organized and presented by EDI in the 1990s are included in this fonds. These include: seminar proposals; aide memoires; summary sheets; activity briefs; lists of resources and participants; evaluation reports; course curriculum; Back-to-Office reports; general correspondence; and final versions of program materials that were distributed to participants. A small amount of records relating to EDI's Senior Policy Seminars in the late 1980s are also included.

The fonds also consists of divisional and departmental work program and budget records. Divisional work program and budget records from the early to mid-1990s include: budgets; payments and expenditures; budget reviews; trust fund letters of agreement; budget and cofinancing allocation; accrual payment reports; and regional and topical work programs. The fonds also includes retrospective, quarterly, and mid-year work program and budget reviews from 1985 to 1992, as well as records related to the Institute's periodic reorganizations.

Also included in this fonds are a variety of records related to cofinancing of EDI/WBI projects and programs; these records are from the late 1980s through the 1990s. Included are fact sheets summarizing training activities undertaken in developing countries through cofinancing. These consist of: program statements; correspondence; progress reports; Summary Activity Briefs; evidence of expenditures; and related materials. The fonds also consists of correspondence with governments and international agencies regarding their commitments or intentions to participate as cofinancer or Trust Fund provider for activities/programs conducted by EDI. These records include: summaries of coordination meetings; copies of original legal agreements; copies of initiating briefs; and correspondence, reports, memos, etc., concerning expenses and the release of monies.

Thefonds also includes liaison records between EDI and various states, agencies, institutions, and international organizations. These records were created at both the divisional and departmental level and primarily take the form of correspondence. Funding, programming, and information exchange are the most common topics discussed.

The fonds contains records related to the Joint Japan/World Bank Graduate Scholarship Program and the McNamara Fellowship Program. Joint Japan/World Bank Graduate Scholarship Program records primarily include scholars' information (applications, reference letters, etc.) from the late 1990s through the mid 2000s. However, Steering Committee records from its inception (1987 to 1991) and Annual Reports and Director of Scholars (1990 to 1993) are also included. Records related to the McNamara Fellowship Program are similar. Records include: applicant correspondence and reference letters; applicant proposals; letters of award; payment information; quarterly progress reports; and final reports. McNamara Fellowship budget records from 1983 to 1989 relate to: scholars' tuition; travel expenses; subsistence allowances; insurance costs; and other records related to the administration of the Fellowship. An Annual Report for 1989 is included.

A variety of EDI/WBI network/departmental and divisional chronological and subject files are included in this fonds. Records include: WBIVP chronological files (2000 to 2005) and meeting files (2001 to 2003); EDI Directors' chronological files (Amnon Golan [1990 to 1994], Alexander Ter Weele [1991 to 1996] and Vinod Thomas [1995 to 1999]); Coordination and Development Administration Division (EDICD) Chief Robert Lacey (1988 to 1992); Regional Capacity Enhancement (WBIRC) Director Michael Sarvis (2003 to 2004); Joint Vienna Institute (1995 to 1998) subject files; and small amounts of EDI regional coordinators', researchers', and consultants' chronological files.

The fonds contains a variety of the Institute's publications. These include: copies of EDI Bulletins from the 1980s and 1990s; the EDI Preliminary Prospectus (1955); EDI booklets and pamphlets from the 1950s to the 1970s; copies of Selected Readings and Source Materials on Economic Development published by EDI (1963/64 and 1965/66); EDI Curricula of Courses publications (1968 to 1976); and EDI Directory of Fellows (various years, 1967 to 1980).

Records related to the Development Education Program (DEP) are included as well. The DEP, formerly the Schools Program, was begun in the late 1970s with the objective of producing and marketing education materials about economic development for secondary schools in the U.S. and other countries. Records include: published materials based on DEP materials; catalogues; marketing and outreach materials; budget and human resource records; program records; and chronological records.

The fonds also contains briefing books prepared for the WBI Vice President by WBI staff for the years 2001 to 2003. A small number of briefing books prepared for Bank President Wolfowitz (2006 to 2007) are also included.

Finally, the fonds contains records created from the early-1950s through 1968 that relate to the origins of the Institute and its early operation. These records include chronological files from 1952 to 1968 that contain correspondence between the Bank and academics, civil servants, politicians, institutions, agencies, and others. Minutes of the Bank's Staff Loan Committee that relate to EDI's creation and its early operation are also included in these files as are proposals, planning, and budget records for the creation of the EDI. Topics of other records include: EDI's library project; administration of the Institute; funding of the Institute by the Ford and Rockefeller foundations; public relations; reports to the Bank Board; reviews of the Institute; EDI Advisory Board meeting minutes; and travel. Also included are anniversary publications and transcripts of interviews of prominent EDI administrators and instructors conducted in the mid-1980s.

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Records of the Environmentally Sustainable Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_90
  • Archief
  • 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.

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Records of the East Asia and Pacific Regional Vice Presidency

  • WB IBRD/IDA EAP
  • Archief
  • 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 "Administrative History" field above, Myanmar was moved into EAP unofficially in 1987 and officially in 1991.

Also note that this fondshas 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 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, theRegional 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