This series consists of subject files and briefing books from when Jessica P. Einhorn served as Managing Director, Finance and Resource Mobilization (MDFMD), from January 1996 to August 1998. The series includes files started before Einhorn's transition to MDFMD, such as a current events briefing book of financial reports (1992-1996), files on meetings of senior finance managers (1992-1998), and a collection of Einhorn's speeches (1982-1998).

Subject files in this series relate to topics such as: financial accounting issues; reports by the Internal Auditing Department (IAD); letters of representation for financial audits of the Bank; the eleventh replenishment of the International Development Association (IDA11); membership and financing for Bosnia and Herzegovina; and a "glass ceiling panel" about the gender imbalance in senior business leadership, including at the Bank. Briefing books cover issues such as allocation of net income and review of single-currency loans (SCL) and currency pool loans.

"Foundation files" relating to the World Bank Group's efforts to build partnerships with charitable foundations and foundation-like organizations (FLOs) contain briefing books, memoranda, discussion papers, and quarterly reports. Organizations referenced include the Rockefeller Foundation, Open Society Institute (Soros Foundation), Ford Foundation, Carnegie Corporation, MacArthur Foundation, and Getty Trust.

This series includes subject and activity files collected by Jessica P. Einhorn while serving in the Office of the Vice President and Treasurer (TREVP, 1981-1986, 1991-1995) and the Financial Operations Department (FOD, 1987-1991). Included are some files likely created by Einhorn's TREVP colleagues and predecessors, notably Vice President and Treasurer Eugene H. Rotberg.

Topics discussed in subject files from the 1970s and 1980s include: a proposal for a "World Bank's Bank" to increase IBRD lending and raise funds from commercial banks; the Financial Policy and Analysis Department (FPA); asset management; debt prepayment; special drawing rights; U.S. Treasury policy; and innovative financial transactions. Subject files from Einhorn's tenure as Vice President and Treasurer (1991-1995) cover topics such as: policy issues in international bond market access and liability management; proposed borrowing transactions; the Government Borrowers Forum; and monitoring reports on audits.

This series consists of chronological correspondence from when Jessica P. Einhorn served as Managing Director, Finance and Resource Mobilization (MDFMD), from January 1996 to August 1998. The records include incoming and outgoing correspondence, memoranda, notes, and emails. The bulk of the records are communications to or from internal World Bank units and staff. Subjects covered include financial administration, operations, risks, and strategy.

Some correspondence is between Einhorn and other senior World Bank officials, including President James D. Wolfensohn, fellow Managing Directors such as Sven Sandstrom and Caio Koch-Weser, and Executive Directors of the Bank. Included is one folder of personalized notes and annotated documents for Einhorn from President Wolfensohn, dating from 1995 to 1997, and from Managing Director Ernest Stern, dating from 1992 to 1994.

The series consists of records created and received by Stern while serving as Managing Director from December 1991 until his retirement in 1995. The majority of the records are chronological files containing outgoing memoranda, letters, reports, and handwritten notes addressed to his fellow Managing Directors Atilla Karaosmanoglu and Sven Sandstrom, President Lewis Preston, Regional Vice Presidents, and other senior managers. The files cover issues including: Loan Committee proceedings for which Stern served as Chairman; Commonwealth of Independent States (CIS) food security, staffing, and other matters; initiation and status of country loans; country debt; planning and review of Bank program and budget; recruitment; and comments contributing to internal papers and strategy discussions. Other external correspondents include senior government officials, academic institutions, and private sector executives. Series also contains a small portion of files relating to lending operations and portfolio management, Lending Allocation Review (LAR) guidelines, Policy Review Committee guidelines, and Country Strategy Assistance Program guidelines.

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.

The subfonds contains correspondence between President Wolfensohn and both internal and external parties as well as briefing materials authored by the Office of the President (EXC) and other World Bank Group units in support of the president's various activities. Audio-visual documentation of his travel and participation in internal and public events is also included as are records relating to the scheduling of the president's daily activities. Records relating to the president's advisers are also arranged in this subfonds. Languages used in the records have been included at the series level to the extent possible but is not exhaustive as a full review of all the records in this subfonds has not been undertaken.

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

Records of the Finance VPs and CFO

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

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

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

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

Records of the Front Office directors and advisers

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

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

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

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

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

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

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

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

Budget and planning

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

Managing Committee records

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

Finance Complex Central Files

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

This subfonds consists of incoming and outgoing chronological correspondence files and subject files maintained by Jessica P. Einhorn during her career at the World Bank Group. The bulk of the chronological correspondence covers the period of 1987 to 1998, spanning Einhorn's work in the Financial Operations Department (FOD), the Office of the Vice President and Treasurer (TREVP), and the Managing Director, Finance and Resource Mobilization (MDFMD). The subject files consist mostly of records created by Einhorn, as well as some created by her predecessors in FOD and TREVP. The records in this subfonds relate primarily to the World Bank Group's financial activities.

This series consists of two files related to academic seminars, professional conferences, and World Bank corporate training events that Frank participated in. For most of the seminars, Frank delivered a presentation himself as a guest speaker or contributed written material for discussion. Seminar topics include agribusiness, international food delivery, and Bank operations. Several agribusiness seminars were part of the Harvard Business School executive education program. The file of speeches contains Frank's prepared remarks for an international capital markets seminar on International Finance Corporation risk management, notes for a presentation at Nikko Securities in Tokyo about investment in emerging markets, and remarks to a conference of bankers in Colombia about Colombian financiers (financieras).

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

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

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

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

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

Series consists of chronological correspondence sent and received by Gautam Kaji while serving as Managing Director of the World Bank. Series broadly consists of three chronologically parallel parts: general correspondence; correspondence authored by Kaji and Managing Director Koch-Weser; and correspondence between Kaji and World Bank President Wolfensohn.

General correspondence records date from December 1994 when Kaji assumed the position of Managing Director and November 1997 when he retired from the Bank. Files are generally divided into two sections. The first section includes internal Bank correspondence. The most common records in this group are those relating to Kaji's role as Chairman of the Loan Committee and its successor, the Operations Committee. These records include reports on potential projects, materials related to regular Operations Committee meetings, and Kaji's comments on draft Country Assistance Strategies. Other topics discussed in the records of this series include: performance monitoring indicators and performance standards; guarantees in private sector investment in IDA countries and the World Bank Guarantee Program; World Debt Tables; the Bank-wide reorganization of 1997; conference attendance; planning and review of Bank program and budget; and operations and business policy development, review, and dissemination. Records include: drafts of Kaji's publications; Kaji's speeches; personal correspondence; meeting notices; memoranda to the Executive Directors; operations review reports; and Quarterly Reports on Pending Tranche Releases of Adjustment Operations. The second and smaller section of records includes correspondence from, and responses to, external parties. Topics of this correspondence are wide ranging but generally discuss East Asia operations and sector research.

The second part of the series includes correspondence authored jointly by Kaji and Managing Director Caio K. Koch-Weser from December 1995 to November 1997. Together, Kaji and Koch-Weser were responsible for Bank operations. Records discuss a variety of topics related to operations, including an increasingly results-driven approach to project implementation and evaluation as well as the need for simplification of operational procedures and reporting. Correspondence, which is most often between Kaji and Koch-Weser and regional Vice Presidents, discuss portfolio management, disbursements, completion reports, Country Assistance Strategies, and economic and sector work. Staffing related to the 1997 reorganization and the launch of the Bank's new network organization are also discussed.

The third part of the series includes correspondence with attachments between Kaji and Bank President James Wolfensohn from March 1995 to November 1997. Correspondence consists of copies of correspondence and attachments authored by Kaji and sent to Wolfensohn as well as Wolfensohn's incoming and outgoing correspondence from others which was then forwarded to Kaji. Correspondence serves a variety of purposes: information dissemination; briefing for Wolfensohn's meetings; answering Wolfensohn's requests for information; authoring correspondence for Wolfensohn; and submitting reports, announcement, and correspondence for Wolfensohn's approval.

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.

This series contains subject files created and maintained during Frank's career in the World Bank Group. Most of the files come from the period during which Frank was a managing director of the Bank, 1995 to 1997. The series also includes records assembled while Frank served in his various capacities at the International Finance Corporation (IFC), 1979 to 1995, including his work with the Planning, Budget, and Analysis Department (PBA), and as IFC Vice President, Finance and Planning (CFPVP). One file contains a photocopy of a thesis originally published in 1965.

File date ranges indicate when the original materials were created, not necessarily the dates of duplication or use. In many cases, particularly while serving as managing director, Frank retained or acquired older documents for reference on a subject.

File titles reflect original groupings of records. Liaison files relate to Frank's work as chairman of the Private Sector Development (PSD) Group to foster cooperation across the World Bank Group on PSD issues. Files labeled "significant issues" contain records about specific topics central to Frank's work. Many individual "informational files" contain materials on multiple unrelated topics.

Subject file topics include: private sector development (PSD); the Multilateral Guarantee Investment Agency (MIGA); IFC market borrowing; guarantees; individual corporations such as Corporacion Financiera del Valle, Enron, Freeport, and the Institute of International Finance; multilateral development banks; the Bank Group's Strategic Compact; and various conferences and meetings that Frank attended. Materials include memoranda, internal and external correspondence, minutes, notes, discussion papers, draft and final reports, and presentation documents.

This series consists of chronological correspondence, memoranda, emails, and attachments from when Frank served as managing director and chairman, Private Sector Development (PSD) Group, 1995 to 1997, plus one folder of congratulatory messages to Frank beginning in November 1994 upon the news of his appointment.

Topics in this series include the overall PSD strategy across the Bank Group, in coordination with the International Finance Corporation (IFC) and the Multilateral Investment Guarantee Agency (MIGA); PSD policy coordination within the Bank Group; Country Assistance Strategies that include Private Sector Strategies; support for "multi-institutional" projects that involve the World Bank, IFC, and MIGA; and lending to large countries and state-owned enterprises.

Among the Bank Group correspondents are senior officials such as President James D. Wolfensohn; MIGA Executive Director Akira Iida; IFC Executive Director Jannik Lindbaek; the Bank's executive directors; and Frank's fellow managing directors, particularly Gautam Kaji and Sven Sandstrom. External recipients include leaders of international businesses, business groups, nongovernmental organizations (NGOs), and development banks.

The series consists of two overlapping sets of correspondence. The chronological files contain mostly copies of Frank's outgoing general correspondence to internal and external recipients. Copies of correspondence to the President's Office are included in the chronological files and duplicated in a separate group of files in this series labeled "correspondence to the President's Office or signed by the President's Office." Similarly, one file of correspondence with Frank's fellow managing directors contains copies of items that may be duplicated in the chronological files.

Included in the series is one file of "Minutes of President's Meetings," which contains information about meetings in 1995 involving managing directors and regional and central vice presidents. Some are records of meetings held between February and May 1995, while President Lewis T. Preston was on leave and the Bank's managing directors took turns in the role of president-designate. Other minutes in this file relate to meetings led by President Wolfensohn from June to August 1995.

The series consists of chronological correspondence, memoranda, and attachments that Frank created or received during his various positions at the International Finance Corporation (IFC). The bulk of the files relate to Frank's work as vice president, IFC Finance and Planning, a position he held from 1987 to 1995. Topics include IFC budgets, accounting, treasury operations, financial planning, and corporate planning.

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.

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.

The majority of the subfonds consists of records created and maintained by Moeen Qureshi from the start of his career at the World Bank Group's International Finance Corporation (IFC) to his retirement from the Bank in 1991. Although the subfonds is most voluminous for the period during which Qureshi was Senior Vice President for Operations from 1987 to 1991, it also contains records accumulated during his various positions at IFC beginning from 1972 through his tenure as Senior Vice President of Finance (SVPFI) from 1980 to 1987. Earlier reproductions of publications and other documents kept by Qureshi date from 1945. The fonds also contains Qureshi's collection of institutional circulars that were added to by the Archives up to 1993.

The fonds contains records created and received by the Industrial Projects Department (NDP, later IPD) created in 1969 and its various divisions and successors. Records document the manufacturing industry and mining units' various functional responsibilities including operational support to lending projects carried out by regional units after 1987, formulation of policy, preparation of research studies and publications, organization and participation in knowledge and learning events, liaison with external partners, and program collaboration across the sector. In addition, records originating between 1969 and mid-1987 reflect NDP's and its successors' operational role as one of the Bank's central operating departments (COPDs) with responsibility for all technical work preparing, appraising, and supervising large-scale industrial projects. Although the development finance and communication and information technology sectors were organized under industry departments or units over time, these sectors are not included in this fonds unless records were intermingled by their creators. See the arrangement note and related units of description note below for more information.

While sector records were maintained in the Bank-wide centralized filing system from the early years of operations until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the industry and mining sectors that comprise the records in this fonds, along with records created after 1987 when NRICs closed and recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below.

Records in the fonds cover a broad range of subsectors and topics under industrial development including: manufacturing industry, notably steel, chemicals and chemical products (fertilizer), refineries; mining of non-fuel minerals (iron ore, nickel, copper, zinc, tin, aluminic (bauxite), and fuel minerals (coal, lignite, oil shale).

The fonds also contains records of the Incentives and Comparative Advantage (INCA) Unit created as a Bank research project in 1981 under the Industrial Development and Finance Department (IDF) that later operated within the Strategy and Policy Division, Industry Department (INDSP) between 1982 and 1985. These records reflect the support and applied research activities of the small, specialized unit, and include the Bank's work beginning from the early 1970s when the Development Research Center (DRC) economists conducted INCA analyses and studies prior to the INCA unit.

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

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

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

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

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

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

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

Series contains copies of of World Bank/International Finance Corporation/International Development Association (IBRD/IFC/IDA) Administrative Circulars from 1973 to 1985 and For Your Information (FYI) announcements from 1986 to 1991 collected by Moeen Qureshi. The collection was added to from a complementary set in the Archives up to 1993. Administrative Circulars were circulated Bank-wide, and provided announcements of senior staff appointments, organizational and procedural changes, and Bank-wide initiatives. As of 1986, the circulars were renamed For Your Information. The frequency of the announcements varied from week to week.

Series consists of Moeen Qureshi's set of Country Strategy Papers (CSP) and Country Strategy Notes (CSN), and their predecessor, Country Program Papers (CPP). While Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and the International Bank for Reconstruction and Development's (IBRD) Vice President of Finance from 1979 to 1980 through his tenure as Senior Vice President, Finance (SVPFI, 1981-1987), the papers were copied to him for his information. The CPPs and CSPs map out the Bank's assistance strategy for a country and were submitted by the Regional Vice Presidencies (RVPs) to the Operations Committee (OC) or the Operations Policy Committee (OPC) for review and approval. Most of Qureshi's files contain copies of the postscripts, which summarize the action taken by the OC, the OPC, or the OPNSV, together with the CPP or CSP, and copies of memoranda to the Senior Vice President for Operations (SVPOP). In a few instances, the country papers maintained when Qureshi was Vice President then Senior Vice President of Finance include attached typewritten notes. The notes were addressed to Qureshi from IBRD/IFC senior staff or were prepared by Qureshi, to provide additional economic information or insight on the country. Some of the files created when Qureshi was SVPOP beginning in 1987 also contain original memos and both review drafts and final versions of CSPs. The few earliest files, from 1974 to 1977, were maintained by Qureshi's IFC predecessor, Ladislaus Von Hoffman.

This series contains records from the Urban Unit of the Finance, Economics and Urban Department (FEUUR) and its predecessors, relating to economic and sector work, as well as projects managed by regional vice presidencies. Record formats include, but are not limited to, internal research working papers, discussion papers, general operational reviews and annual urban sector portfolio review reports, manuals and handbooks, copies of articles, Terms of Reference, agenda and list of participants, briefing notes and correspondence for senior management signature, presentation slide hard copies, publication lists.

The topics covered in these records are both general and country-specific and include urban and housing policy, public investment and expenditures, monitoring and evaluating urban development programs, land use, urban property taxation, rent control, shelter and housing, infrastructure services, financing urban services, industrial location policies, urban development and the environment, urban transportation, and local government.

Records were primarily maintained by Knowledge Management Analyst Laura Lewis de Brular as well as Principal Urban Planner George Gattoni and, to a lesser extent, Sector Manager Abha Joshi-Ghani. The records originally identified as "project files" contain a combination of project support, sectoral studies, and conferences and other knowledge and learning event records. Records relate to the sector staff participation and attendance at various international conferences, seminars, workshops, and similar events. The records also reflect the units' role in planning and organizing certain events. The series contains audio and video recordings of the Urban Forum proceedings (2006), Urban Research Symposium (2003), Urban Development and Poverty Reduction (2002), and the jointly organized Infrastructure Forum on Municipal Finance (2001). Textual records accompany most of the recordings.

Other activities include the United Nations Conference on Human Settlements (Habitat II), municipal development sector review, annual sector portfolio review, quality assurance, urban policy paper, external website, and performance indicators for the urban sector.

The series contains numerous working papers of the Urban Management Programme (UMP), the joint United Nations Development Programme (UNDP)/UN-Habitat/World Bank global technical assistance program that develops and disseminates policies and tools. Series also consists of reports authored by urban sector staff, consultants, other Bankstaff, or external authors created between 1992 and 2001. Reports were prepared for internal dissemination, presentations at conferences or seminars, or issued as publications.

The series also contains correspondence between the urban units' director, task manager, Controller's Vice Presidency, and donors regarding trust fund proposals, agreements, amendments, and use of consultants. Projects reflected include Strategic Municipal Solid Waste Planning, Bosnia and Herzegovina Emergency Public Works and Employment Project, and Prague Forum 2000 Foundation Cities of Change Initiative.

Series consists of records concerning the establishment and management of the Cities Alliance global partnership, a coalition of cities and development partners launched in 1999 by the World Bank and the United Nations Centre for Human Settlements (UNCHS, also known as UN-Habitat). Prior to the creation of the Cities Alliance unit within the Infrastructure and Urban Development Department (INFCA) in 2000, records were maintained by the Urban Development Division (TWURD) and the Global Urban Unit (TWUGL) ofthe Transportation, Water and Urban Development Department.

Record formats represented in this series include: printed email correspondence between the alliance secretariat, manager, partners, and Bank regional staff; mission back-to-office reports (BTORs) and aide-memoires; Terms of Reference (TORs); Initiating Concept Notes (ICN); Initiating Briefs for Trust Funds (IBTF); grant progress reports; audit and financial reports; Memoranda of Understanding (MOUs); technical and consultant reports; partnershipand trust fund agreements; presentation slide hard copies; and background internal and external reports and studies.

Cities Alliance establishment and governance

The alliance secretariat, first led by Manager Mark Hildebrand (1999 - 2006), was responsible for developing the governance structure and charter, administering funds from donors, and promoting global support for the multi-donor partnership. The earliest records date from 1995 and detail the initiative's formation, negotiations, and partnership between the Bank and Habitat.

Records also relate to the Cities Alliance launching ceremony and speaking engagement of World Bank Group President James D. Wolfensohn, Cities Alliance and Consultative Group (CG) inaugural meetings in December 1999 and subsequent CG meetings, annual alliance meetings, proceedings of the Steering Committee to provide guidance to the secretariat and successor Executive Committee, Policy Board Adviser meetings, Bank/UNCHS support teams meetings, and Cities Alliance annual reports beginning from 2001.

Program and trust fund management

The series also contains records related to management of Cities Alliance activities under Manager Mark Hildebrand from 1999 to 2006 and Manager (later Director) William Cobbett from 2006 to 2015. Records reflect the secretariat and manager's missions to partner cities, attendance and participation at meetings, global conferences, and other events, work program planning, evaluations and proposals, and development and implementation of key Cities Alliances and World Bank initiatives. The initiatives represented in the records include the Cities Without Slums (CMS) Action Plan, City Development Strategy (CDS) guidelines, Local Economic Development Initiative, and the Bank/International Monetary Fund Comprehensive Development Framework (CDF). Specific meetings and conferences include annual Urban Forums, Mayors Summits, partner collaboration meetings, and various seminars and workshops.

There are also records related to collaboration with the Bank's urban development units, the Africa Regional Vice Presidency technical units, division and management retreats, and a set of chronological files (2000 - 2006).

Records in the series also document relations with Cities Alliance partners (1998 - 2014) including UN-Habitat and other UN agencies, multinational development banks, bilateral and multilateral donors, recipients, associations of local authorities, and financial contributions from partners and donors including the Bank's Development Grant Facility (DGF). Records also relate to the alliance's support to the UN Millenium Development Goals (MDGs) implementation and the Urban Management Program (UMP), a technical assistance program co-sponsored by the United Nations Development Programme (UNDP), UN-Habitat, and the Bank.

A large volume of records relate to the Cities Alliance unit's administration of trust funds (1999 - 2015) that provided grants for city development strategies, slum upgrading, and national urban development policies. Notable alliance projects include City Development Strategies for Montego Bay (Jamaica), Hyderabad (India), cities in Africa, Yemen, and Cities without Slums projects for Peshawar (Pakistan), Brazil, Morocco, Yemen, and many others. The partnership's secretariat and trustee functions shifted to the United Nations Office for Project Services (UNOPS) at the end of 2013 and, according to the Cities Alliance annual report, Bank-administered legacy grants were largely completed by 2015, which accounts for a few filesdated to that year.

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 from 1968 to 1972, 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.

The series includes chronological correspondence, memoranda, and attachments that Frank created or received during his position as division chief, Agriculture Division III, in the Europe, Middle East, and North Africa Region Projects Department (EMPA3). Topics include departmental budget monitoring and the appraisal, finance, and progress of agricultural projects in the EMENA region.

Fonds consists of records that reflect the range of functional responsibilities within the urban sector beginning from 1972 including: producing research, studies, and publications; policy development; operational support to the regions regarding Bank projects and partnership projects; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies such as UN-Habitat and other organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events. Most records in the fonds relate to the Cities Alliance global partnership activities (1995 - 2015) administered by the Bank's Cities Alliance unit to address urban poverty and sustainable cities. Records also relate 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.

This fonds also includes correspondence from the Office of the Director of the Public Utilities Projects Department (PBPDR) and the Office of the Director of the Energy, Water and Telecommunications Department (EWTDR), between 1975 and1977, documenting the water sector's input on water supply and sanitation, which served as a complement to the Urban Task Group's preliminary report to President Robert McNamara.

Records in this fonds cover various topics including, but not limited to, urban planning, low income housing, squatter settlement and slum upgrading, land registration and use, solid waste and urban infrastructure management, municipal development and investment, local economic development and employment, urban and housing policy development, and sustainable urbanization.