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Records of the Office of External Relations

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

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

External Relations Vice Presidency and reporting units

Records of the Poverty Analysis and Policy Sector

  • WB IBRD/IDA WB_IBRD/IDA_98
  • collection
  • 1978 - 2007
  • 1978 - 2007

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

Poverty Analysis and Policy Sector

Records of the Environmentally Sustainable Development Vice Presidency

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

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

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

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

Environmentally Sustainable Development Vice Presidency

Donated materials collection

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

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

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

Donated Materials Collection

Personal papers of Gloria Davis

  • WB IBRD/IDA DAVIS
  • collection
  • 1972 - 2004
  • 1972 - 2004

The papers relate almost exclusively to Indonesia. They include her dissertation and its background data survey sheets. The papers also include background information on all the Indonesia projects in which Davis was involved between 1978 and 1986, including correspondence, subject files, data survey sheets, statistics and computer printouts of statistical analyses. The files on one project in Fiji are included. Davis obtained many official Indonesian government documents during the years when her focuswas on Indonesia. These are found both in correspondence and data files as well as in the set of reports in Bahasa Indonesian. Davis maintained a set of speeches, articles and monographs, mainly about Indonesia, that were written by colleagues. She also maintained sets of publications on Indonesian topics from various research institutions in Indonesia and other countries. The files do not include correspondence with family and friends. No photographs are included. The files are of interest primarilyto students of the history of Indonesia and to the study of migration. The raw data collections are particularly valuable.

Davis, Gloria

Records of the Chief Financial Officer

  • WB IBRD/IDA CFO
  • collection
  • 1967 - 2010
  • 1967 - 2010

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.

Chief Financial Officer

Records of the Public Sector Management and Governance Sector

  • WB IBRD/IDA WB_IBRD/IDA_101
  • collection
  • 1996 - 2009 (predominantly 2001 - 2009)
  • 1996 - 2009 (predominantly 2001 - 2009)

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

Public Sector Management and Governance Sector

Records of the Water Development Sector

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

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

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

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

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

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

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

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

Water Development Sector

Records of the Urban Development Sector

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

Fonds consists of records related to activities undertaken by the urban development sector. The majority of records in the fonds are reference materials created or received by the Water Supply and Urban Development Department (WUD) and, more specifically, the Water Supply and Urban Development Department Operations Support and Research Unit (WUDOR). These records were created by Unit staff as well as by other World Bank offices and consultants and organizations external to the bank. Materials include research and discussion papers on a variety of topics related to the World Bank's urban development function. The fonds also contains records relating to the operation and administration of the Urban Poverty Program by the Urban Operations Review and Support Unit (URBOR) and to the research and reporting activities for which it was responsible. Records include reports and memoranda created by the Unit as well as by Regional offices. Finally, the fonds consists of records related to the Conference on Improving the Effectiveness of Urban Assistance convened by the World Bank in Washington on December 2-6, 1985. Records include planning materials as well as speeches, speaker biographies, and a published copy of the summary of proceedings.

Urban Development Sector

Records of the Transport Development Sector

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

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

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

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

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

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

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

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

Transport Development Sector

Personal Papers of Davidson Sommers

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

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

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

Sommers, Davidson

Personal papers of Martin M. Rosen

  • WB IBRD/IDA ROSEN
  • collection
  • 1950, 1962, 1968 - 1969, 1987, undated
  • 1950, 1962, 1968 - 1969, 1987, undated

The papers consist principally of photographs from Martin Rosen's period at the World Bank. The photographs are very largely ceremonial: Rosen at the ceremony when a country joins International Finance Corporation; Rosen at an annual meeting; Rosen at a formal dinner; Rosen touring factories and construction sites. These provide evidence of the kinds of ceremonies a vice president was expected to attend, information about Bank and particularly IFC projects, and specific information about, for instance, what the inside of a cotton mill in Pakistan looked like in 1969.

The scrapbook contains clippings and photographs of Martin Rosen's World Bank and IFC career. The album appears to have been a farewell present to him when he left the Bank in 1969. By interspersing clippings and photographs, it places the photographs in context.

The papers also include a copy of Hosai Hyuga's Memoir, translated from Japanese and published in 1987. The frontispiece has photograph of Mr. and Mrs. Simon Aldewereld (he was a long serving Bank employee) with Hosai. The book mentions of the Bank, but it is primarily concerned with the life of a Japanese government official.

Rosen, Martin M.

Records of the Latin America and Caribbean Regional Vice Presidency

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

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

Country operational records

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

Project records

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

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

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

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

Country Economic and Sector Work (ESW) records

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

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

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

Regional operational records

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

External aid coordination

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

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

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

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

Departmental reference materials

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

Department directors' project records (reference)

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

Departmental directors' chronological files

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

Business plan and budget management records

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

Management and oversight of unit functions

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

Front office administration and oversight of field offices

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

VP chronological files

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

Front office reference material

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

UNDP liaison

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

Communications

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

Committee records

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

Training, seminar, and workshop planning and management

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

Information technology management

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

Latin America and Caribbean Regional Vice Presidency

Personal papers of Jaime Biderman

  • WB IBRD/IDA WB_IBRD/IDA_114
  • collection
  • 1976 - 2009
  • 1976 - 2009

This fonds contains records that span Jaime Biderman's entire career with the World Bank Group. Records relate to his work as an Economist, Senior Country Officer, and other positions in the World Bank's operations complex. A small number of records also relate to his work in the Operations Policy Department (OPR).

Biderman, Jaime

Records of the Sector Policy and Research Vice Presidency (PREVP) and the Sector and Operations Policy Vice Presidency (OSPVP)

  • WB IBRD/IDA WB_IBRD/IDA_93
  • collection
  • 1987 - 1993
  • 1987 - 1993

The fonds includes sector policy review and sector work program review records maintained by Visvanathan Rajagopalan when he served as the Vice President for Sector Policy and Research (PREVP/PRSVP), and its successor the Sector and Operations Policy Vice Presidency (OSPVP) from 1987 to 1992. It also consists of records maintained by Director David Bock when he served in the OSPVP Front Office. Bock's records are related to OSPVP management, budget records, and sector policy review from 1991 to 1992.

Sector Policy and Research Vice Presidency (PREVP) and the Sector and Operations Policy Vice Presidency (OSPVP)

Personal Papers of Lester Nurick

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

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

Nurick, Lester

Records of General Vice Presidents and Managing Directors

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

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

General Vice Presidents and Managing Directors

Records of the Global Environment Facility

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

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

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

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

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

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

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

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

Global Environment Facility

Records of the Industry Development Sector

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

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

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

Industry Development Sector

Records of the Agriculture and Rural Development Sector

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

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

Agriculture and Rural Development Sector

Records of the Development Committee

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

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

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

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

Development Committee

Personal Papers of William Clark

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

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

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

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

Clark, William

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

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

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

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

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

Consultative Group on International Agricultural Research

Records of the Middle East and North Africa Regional Vice Presidency

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

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

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

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

Operational records

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

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

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

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

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

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

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

Conferences, seminar, and training organization and/or attendance

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

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

External aid coordination and multilateral development assistance

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

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

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

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

VP Subject files

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

VP Correspondence

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

Departmental Communications and Support

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

Business plan and budget management records

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

Management and oversight of unit functions

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

Middle East and North Africa Regional Vice Presidency

Records of the Financial Sector Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_99
  • collection
  • 1971 - 2007 (predominately 1983-2001)
  • 1971 - 2007 (predominately 1983-2001)

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

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

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

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

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

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

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

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

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

Financial Sector Development Sector

Records of the Human Resources Development and Operations Policy Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_91
  • collection
  • 1993 - 1995
  • 1993 - 1995

The majority of the records in this fonds are chronological files created by the HROVP. Most of the contents of these files are correspondence to and from institutions, agencies, governments, and departments external and internal to the Bank. The fonds also includes records which relate to communications as well as governance-related activities of the HROVP.

Human Resources Development and Operations Policy Vice Presidency

Records of the Social Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_87
  • collection
  • 1975 - 2007
  • 1975 - 2007

This fonds consists of records created by the Social Development Department (SDV) as well as by other Bank units that pre-existed the SDV and which carried out those functions that comprise the Bank's social development sector. Records created in the Environment Department's Social Policy and Resettlement Division (ENVSP, 1993-1997) are abundant. In some cases, files begun in the ENVSP were transferred to and eventually closed by the SDV. Records from other Departments in this fonds include: the International Relations Department of the Office of the Vice President, External Relations (VPE) between 1983 and 1987; the Strategic Planning Department (SPRIE) between 1987 and 1990; the External Relations Department (EXTIE) between 1990-1993; and the Operations Policy Department's Policy Group (OPRPG) between 1993 and 1997.

A significant amount of records in this fonds relate to the Bank's involvement with Non-Governmental Organizations (NGOs) in their capacity: as operational organizations, whose main purpose isthe design and implementation of development projects; and as advocacy organizations that support a particular cause and seek to influence Bank policies and practices.

Included are general subject and policy development records used to establish and review Bank Group policies in relation to NGOs. The majority of these files were created in the 1990s by the ENVSP and SDV's NGO Unit (SDVNG), although there are a number of files from the SPRIE, EXTIE, and OPRPG in the mid-1980s through the early 1990s. Correspondence and reports related to policies and strategies for Bank collaboration with NGOs are included, as are subject files on gender, governance, resettlement, capacity building, civil society, debt initiative, and other topics. Other NGO-related topics (often in the form of chronological files) include: committees; partnerships; participation and monitoring; progress reports; conferences; seminars; workshops; U.S. development NGOs; and Swiss NGOs. Related to these records and present in this fonds are records created and received while monitoring civic engagement in Bank lending and policy instruments.

Bank/NGO liaison files dating from the mid 1980s to early 1990s and relating to specific countries are also included. These records relate to activities carried out by NGOs independently or in collaboration with the Bank. Records include correspondence between the Bank and NGOs or government officials as well as technical materials, Bank and NGO reports, and material on workshops and conferences. Records related to the Small Grants Program are also included. The Program supports activities related to civic engagement by providing small grants administered through the Country Offices. The records included here are primarily from the early to mid-1990s when the Program was organized within the EXTIE. Records include reports, minutes, grant applications, awards, and related materials from the Committee. The fonds also contains records relating to other trust funds, such as the Trust Fund for Environmentally and Socially Sustainable Development (TFESSD) and the Grants Facility for Indigenous Peoples. These records include legal documents, Internal Audit Reports, External Audit Reports, Portfolio review issues, single audit reports, and special analyses.

A number of records related specifically to participation - that is, the promotion of methods and approaches that encourage the involvement of stakeholders in development initiatives - are also included. These include internal and externally created documents, suchas: NGO files; action plans; participatory poverty assessment studies; discussion papers; committee files; policy development files; and general files.

The fonds also contains a large amount of research material created and collected by SDV staff and by the Bank's social scientists prior to the SDV's formation. Research undertaken by Michael Cernea and others in the 1990s related to resettlement is included. This includes research materials created during the writing of various reports including The Bankwide Review of Projects Involving Involuntary Resettlement (1986-1993) (1994). Included are country and project files that involve cases of resettlement.

Records related to Cernea's historical research on sociology in the Bank are also included. These contain a collection compiled by Cernea of Bank project files, Terms of Reference (TORs), conference and seminar materials, and other records from the 1980s that involved elements related to the social development sector. Records of the Bank Sociological Groupare also included. The fonds also contains Gloria Davis's chronological files created during her time as the first Director of the SDV from 1997 to 2000. These generally consist of correspondence.

Social Development Sector

Records of the Financial Sector Vice Presidency

  • WB/IBRD/IDA WB_IBRD/IDA_104
  • collection
  • 1998 - 2002
  • 1998 - 2002

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

Financial Sector Vice Presidency

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

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

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

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

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

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

Personal papers of O. Hursit Calika

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

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

Calika, O. Hursit

Personal Papers of James L. Theodores

  • WB IBRD/IDA WB_IBRD/IDA_109
  • collection
  • 1966 - 2002
  • 1966 - 2002

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

Theodores, James L.

Records of Individual Staff Members

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

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

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

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

Individual Staff Members

Records of the East Asia and Pacific Regional Vice Presidency

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

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

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

Asia operational correspondence (sub-fonds)

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

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

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

Country operational records

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

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

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

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

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

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

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

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

Regional operational records

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

External aid coordination

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

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

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

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

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

Departmental reference materials and subject files

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

Department directors' chronological files and project records (reference)

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

Business plan and budget management records

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

Management and oversight of unit functions

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

VP Chronological files

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

Front office administration of field offices

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

Conferences, meetings, and seminar organization and/or attendance

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

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

Committee Records

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

Front Office Reference Material

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

Briefing books and travel records

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

East Asia and Pacific Regional Vice Presidency

Personal papers of Aura Garcia de Truslow

  • WB IBRD/IDA WB_IBRD/IDA_113
  • collection
  • 1961 - 1997
  • 1961 - 1997

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

Garcia de Truslow, Aura

Personal Papers of Louise Taraldson Woods

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

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

Woods, Louise Taraldson

Records of the Operations (Loan) Committee

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

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

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

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

Operations (Loan) Committee

Records of the Human Development Network

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

The fonds consists of records that reflect the various activities of HDN and its oversight of, and involvement with, sector departments within the network. Note that a small amount of records in this fonds were created prior to the creation of HDN by Bank employees within the Human Development Department (HDD); they were brought into HDN's recordkeeping system as a result of staff transfer into HDN.

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

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

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

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

Human Development Network

Personal papers of Irving S. Friedman

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

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

Friedman, Irving S.

Personal Papers of John Nellis

  • WB IBRD/IDA WB_IBRD/IDA_115
  • collection
  • 1990 - 1992, 1995
  • 1990 - 1992, 1995

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

Nellis, John

Resource Mobilization

  • WB IBRD/IDA CFOP
  • collection
  • 1966 - 2010
  • 1966 - 2010

Records of the VP Front Office

The fonds includes Front Office records for the following vice presidents: Teruyuki Ohuchi, Vice President of Cofinancing (VPCOF) from 1982 to 1986; Kunihiko Inakage, VPCOF/COFVP from 1986 to 1989; Koji Kashiwaya, Vice President of Cofinancing and Financial Advisory Services (CFSVP) from 1989 to 1994; and Hiroo Fukui, CFSVP and Vice President of Resource Mobilization and Cofinancing (RMCVP) from 1994 to 1999. The records include incoming and outgoing chronological correspondence files for each vice president. The records also consist of subject files, including correspondence, internal memoranda, and reports related to the functions, activities, and administration of the VPCOF, CFSVP, and the RMCVP. The records also include external liaison records consisting of: travel arrangement records; briefing books; back-to-office reports; Terms of Reference; and meeting minute and agenda records for liaison with donors or other external organizations.

Budget and planning

The fonds includes budget, work program, and business plan records for the Vice President of Cofinancing (VPCOF), the Vice President of Cofinancing and Financial Advisory Services (CFSVP), and the Vice President of Resource Mobilization and Cofinancing (RMCVP) from 1987 to 1999. These records contain: correspondence; monthly budget reports; mid-year review reports; task budget reports; equipment budget reports; budget guidelines; prospective budget summaries; accrual and charges budget reports; reports regarding staffing and recruitment; work programs by unit; VP strategic compact summaries; and VP business plans.

Records of Cofinancing directors, advisers, and staff

The fonds consists of records of cofinancing directors, managers, advisers, and senior level staff who served in the front office or in higher level roles in the Senior Vice President of Operations (SVPOP), the Vice President of Cofinancing (VPCOF/COFVP), the Vice President of Cofinancing and Financial Advisory Services (CFSVP), and the Vice President of Resource Mobilization and Cofinancing (RMCVP) from 1981 to 1996. The records include incoming and outgoing correspondence, memoranda, and reports that cover an extensive range of cofinancing related topics, programs, functions, and activities. Records are included for the following directors, managers, and advisers: Frank Vibert, Senior Adviser of Cofinancing for SVPOP and VPCOF from 1981 to 1987; Waman S. Tambe, Cofinancing Adviser Export Credit Agencies of VPCOF/COFVP and CFSVP from 1984 to 1991; John Shilling, Economic Adviser of VPCOF and Manager of the Financial Advisory Services Group (CFSFA) from 1985 to 1991; Sanjivi Rajasingham, Adviser of North American Resources for the Private Cofinancing Group (CFSPC) from 1988 to 1990; John Taylor, Manager of the Cofinancing Group (CFSCO) from 1989 to 1991; Ibrahim Elwa, Manager of the Private Sector Development Group (CFSPS) from 1990 to 1991; Kenichi Ohashi, Adviser to CFSVP from 1989 to 1991; John Niehuss, Director of CFSVP from 1990 to 1991; Inder Sud, Director of CFSVP from 1992 to 1995; Rom Chopra, Director CFSVP and later Cofinancing and Project Finance Department (CAP) from 1995 to 1996; Anthony Toft, Financial Adviser of CFSFA from 1990 to 1991; Salem Gafsi, Manager of the Official Cofinancing and Trust Funds Group (CFSOC) from 1990 to 1992; Kyung Soon Sung, Adviser to CFSVP from 1991 to 1995; and Ulrich Kiermayr, Cofinancing Adviser for Official Aid Agencies of VPCOF/COFVP and CFSVP from 1982 to 1992. Similar records are also included for other senior level cofinancing advisers and financial officers, including: Jamil Saghir, 1990 to 1994; Gian Spota, 1990-1992; Ulrich Zachau, 1989 to 1993; John Bowlin, 1986 to 1992; M. Fedder, 1990 to 1991; Hortensia Hill, 1985 to 1990; Christina Kappaz, 1992 to 1994; and Fredrick Schwartz, 1990 to 1992.

Operational cofinancing support

The fonds includes records related to the CFSVP's various subordinate units responsible for operational support of cofinancing related to projects in the Bank's regional departmentsfrom 1989 to 1995. This includes operational support in the areas of: official and private sector cofinancing; technical support and advisory services to regions in country debt management and restructuring; privatization; and private sector development. The records are related to the development of projects initiated by the CFSVP and Bank regional departments. The records focus on the following phases of project development: identification, pre-appraisal, appraisal, project preparation, and negotiation.The records include: project-related documents; correspondence; appraisal reports; back-to-office reports of CFSVP units and regional departments; copies of loan or credit agreements; internal memoranda; correspondence with member governments, consultants, and other external sources; and briefing notes.

Cofinancing conferences, seminars, and training workshops

This fonds includes records related to cofinancing related conferences, seminars, and training workshops organized or attended by staff from theVice President of Cofinancing (VPCOF) and its successor the Vice President of Cofinancing and Financial Advisory Services (CFSVP) from 1987 to 1996. The records include: staff papers, speeches, and publications; teaching materials used at seminars and conferences; information concerning externally sponsored events; research projects and studies undertaken by cofinancing staff, including drafts and final versions along with staff comments; cofinancing publications; informational brochures; and leaflets.

Cofinancing arrangement and administration

The fonds includes records related to the various types of cofinancing arrangements, programs, and projects of the Vice President of Cofinancing (VPCOF), the Cofinancing and Financial Advisory Services Vice Presidency (CFSVP), and the Resource Mobilization and Cofinancing Vice Presidency (RMCVP).

This includes records related to the establishment and maintenance of cofinancing arrangements between the Bank and official cofinanciers (e.g. bilateral government agencies, multilateral development agencies, and multilateral development banks). The records were maintained by the following responsible units: the VPCOF from 1984 to 1989; the Official Cofinancing Group (CFSOC) of CFSVP from 1989 to 1992; the Official Cofinancing and Trust Fund Management Group (CFSOC) of CFSVP from 1992 to 1996; the Official Cofinancing and Trust Funds Group (CAPOC) of the RMCVP from 1996 to 1998; and the Trust Fund and Cofinancing Department (TFC) of RMCVP from 1998 to 1999. The records include files arranged by region, country, or official cofinancing agency related to projects cofinanced by the Bank and an official cofinancier. Each file may contain: correspondence between official cofinanciers and Bank staff; internal memoranda; briefing notes for meetings with official cofinanciers; background records related to cofinanced projects; Cofinancing Framework Agreements or Loan Agreements for cofinanced projects; records related to consultation meetings with official cofinanciers; back-to-office reports; Terms of Reference; lists of potential official cofinancing projects; and records related to meetings with a country's Executive Director or Finance Minister related to proposed cofinanced projects. The official cofinancing records also include official cofinancing seminar records, training materials, and publications related to official cofinancing.

The records also consist of materials related to the establishment and maintenance of export credit agency (ECAs) cofinancing arrangements of the VPCOF and successor units of the Financial Advisory Services Group (CFSFA) and the Project Financing Group (CFSPF) of CFSVP from 1984 to 1993. The records consist of correspondence, meeting minutes and agenda, and reports related to liaison and relationships with export credit agencies in various member countries. More specifically, the records include: correspondence and reports of the major export credit agencies of various member countries; correspondence and reports of umbrella organizations such as the Berne Union, the Organization for Economic Cooperation and Development (OECD), and the European Commission (EC); correspondence and reports detailing IBRD policies in regard to ECAs; funding requests, creditor reports, project reports, and reports on debt; offers by ECAs to provide financing for projects; information on various financial instruments, most notably the Export Credit Enhanced Leverage (EXCEL) program. The records also include agenda, minutes, and reports from the bi-annual meetingof the ECAs.

The records also include project finance transaction records of the VPCOF as well as successor units CFSFA and CFSPF located in CFSVP from 1984 to 1995. The records are related to private cofinancing arrangements (e.g. commercial banks), and management of privately cofinanced projects, primarily infrastructure and private sector development projects. The records include: internal memoranda; internal and external reports related to a project; project documents; consultant reports and documents; Procurement Technical Notes (PTN); copies of project cofinancing agreements and other legal documents; operations policy statements related to cofinancing procurement; procurement guidelines; back-to-office reports; Terms of Reference; records related to meetings with private cofinanciers and member countries; correspondence between Bank staff and private cofinanciers; and consultation meeting records with private cofinanciers and member countries.

Lastly, records relate to CFSFA's and CFSPF's involvement in negotiating and administering debt reduction programs for member countries from 1988 to 1996. The records consists of: correspondence between the member country government asking for assistance, and the formal response from IBRD; an initiating memoranda from the Region to the Regional VP, with background information; a presentation to the Board of Executive Directors requesting a technical assistance grant; procurement records for legal and financial advisors; grant agreement from the Board; mission reports; back-to-office reports; report from the government, based on the technical assistance mission, on restructuring debt; CFSFA and CFSPF meetings and correspondence with donors to negotiate funding; report to the Executive Directors Board to obtain IBRD funding; member country offering to its creditors and the creditors' responses; all required legal records between the government, creditors and IBRD; and a final audit report of the debt restructuring.

Cofinancing policy development and research

The fonds includes records of the Financial Advisory Services Group (CFSFA) and its successor the Project Financing Group (CFSPF) of the CFSVP related to their involvement in the development and research of Bank Group policies and procedures on various cofinancing topics. The records include: internal correspondence and memoranda; draft operational policies and bank procedures; background research materials; back-to-office reports; Terms of Reference; working papers; studies; and papers and memoranda prepared for the Board of Executive Directors. The records cover a wide range of topics, including: capital markets; Expanded Cofinancing Operations (ECO); Guarantee Policies and Procedures; the Export Credit Enhanced Leverage (EXCEL) Program; the IDA Debt Reduction Facility; the Portfolio Management Task Force (Wapenhans Committee); Private Sector Development; and Trust Funds Management Working Group.

Records of the Office of the Director of the Resource Mobilization Department (FRMDR)

The fonds includes the records of the Office of the Director for the Resource Mobilization Department (FRMDR) from 1987 to 2006. This includes records maintained by the following FRM Directors: Bavil Kavalasky 1987 to 1992; Paula Donovan 1993 to 1998; Geoffrey Lamb 1999 to 2002; and Philippe Le Houerou from 2003 to 2006. The records of the FRMDR include incoming and outgoing chronological correspondence for each director. The records also contain subject files consisting of correspondence, internal memoranda, papers, and reports related to the FRM functions and activities, Bank institutional policies and activities, and other departmental matters. Subject files cover a wide variety of topics, including some the following: multilateral development banks (MDBs); export credit agencies (ECAs); external grants; technical assistance; the Gulf Crisis; the Brandt Commission; the Future Role of the Bank Task Force; proposals on the World Bank's Bank; the Bank's 50th Anniversary; the Fifth Dimension Program; IBRD capital adequacy; General Capital Increase (GCI); Special Capital Increase (SCI); IBRD accounting; commitment fees; disbursements; communications with Executive Directors and the Office of the President (EXC); papers prepared for the Board of Executive Directors; factors affecting IDA; the Global Environment Facility (GEF); Maintenance of Value (MOV); the Paris Club; IDA replenishments; IDA Reflows; the Wapenhans Report; African debt; Annual Meetings; IDA foreign exchange; and exposure management.

IDA replenishment administration

The fonds includes records created in the administration and support of IDA Replenishment negotiations. The IDA replenishment records were maintained by the following units: the Financial Analysis Division (PABFA) of the Programming and Budgeting Department (PAB); the Financial Studies Division (FPAFS) of the Financial Policy and Analysis Department (FPA); the Replenishment Operations Unit (FRMRO) of the Resource Mobilization Department (FRM); and the IDA Resource Mobilization Department (CFPIR). The records cover IDA2 to IDA15 Replenishment negotiations from 1966 to 2009.

The records include materials prepared to help facilitate IDA replenishment negotiations, including: memoranda prepared for the Executive Directors, IDA Deputies, the Bank President, and senior staff related to IDA replenishment negotiations; policy and discussion papers prepared for meetings with the Bank's Board of Executive Directors, the Board of Governors, and IDA Deputies, which cover numerous topics such as burden sharing, sectoral programs, country allocations, additions to IDA, IDA reflows, IDA Arrears, etc; draft reports and resolutions for IDA replenishment; implementation arrangement reports related to procedures for IDA replenishment; and briefing books prepared for Deputies Meetings for IDA Replenishments. The records also include: background papers on past IDA negotiations; notice of IDA meeting announcements; list of IDA Deputies; memoranda, correspondence, and technical notes that summarize IDA Deputies meeting discussions; chairman reports from the IDA Deputies meetings; minutes and agenda of IDA Deputies meetings; transcripts and audio-cassette recordings of IDA Deputies meetings; and records related to informal meetings with IDA Deputies.

The IDA replenishment records also includes voting rights, capital subscription, donor contributions, encashment, commitment, legal, accounting, and IDA reflow records produced as a result of IDA replenishment negotiations, and subsequent implementation of IDA replenishment resources. Specifically, the records include: IDA voting rights and power records, which include reports, memoranda, and Board papers on the review and adjustment of IDA members voting rights and power after each replenishment, changes to voting rights and power, legal background, current voting rights system, proposals, discussion notes, and voting rights and power of smaller countries; monthly commitment authority reports, which include introductory memoranda and tables showing the status of IDA contributions and resources available for commitment; IDA donor subscription correspondence; IDA subscription and accounting records, including letters from the Bank requesting note deposits for installment payments, vouchers, note substitution requests, copies of promissory notes, letters and telexes acknowledging receipt of non-negotiable promissory notes, cash receipts regarding note encashment, notification of transfer of funds, and accounting ledgers; IDA call letters, notifications, and encashment records, which include correspondence, call letters requesting release of funds for IDA note encashment, projections and schedule tables of encashment contributions, and letters to IDA countries notifying them of overdue payments and quarterly calls; IDA reflows reports; IDA disbursement projections reports; mid-year reports on IDA replenishments; and subscription history of IDA members.

The records also includes materials related to the establishment and replenishment negotiations of the global programs of the Special Facility for Africa (SFA) and the Global Environment Facility (GEF). The SFA records include materials maintained by FPAFS of FPA, and FRMRO of FRM from 1985 to 1989. SFA records include: drafts and copies of the resolution of the Executive Directors of the IDA on the Establishment of the SFA from 1985; technical notes prepared for senior staff related to SFA issues; donor meeting minutes, agenda, opening remarks, and summaries of donor meetings; Chairman reports for SFA donor meetings; records related to donor contributions to SFA; SFA press communiques; records related to guidelines and procedures for SFA; IDA8 replenishment negotiations records related to SFA; background papers on SFA grant recipient countries; copies of cofinancing agreements with donor countries for SFA; proposals to extend SFA; SFA quarterly financial statements; SFA progress reports; SFA publications; calls and notifications regarding encashment of funds for SFA; requests for payments; SFA disbursement reports; SFA projection tables; Board papers submitted to the Board of Executive Directors requesting termination of SFA; correspondence and memoranda related to termination of the SFA in 1989; and Board of Executive Directors meeting minutes and agenda regarding SFA.

Records related to the establishment and replenishment negotiations of the Global Environment Facility (GEF) maintained by the FRMRO of FRM are also included for the years 1989 to 1999. The GEF records include: copies of Board papers; discussionpapers; reports and memoranda related to funding for GEF; talking points for meetings on the environment; reports on discussions at Board meetings related to the environment; transcripts of GEF meetings; and agenda and meeting minutes. Specific topics of the records cover natural gas, forestry, the Montreal Protocol, technical assistance for the environment, and funding for GEF.

IDA country strategy development and advisement

The fonds consists of records dating from 1987 to 1997 that relate to the Resource Mobilization Department's (FRM) involvement in the development of country strategies. This involved advising the Bank's Operations Committee and senior staff on country strategies. The records contain: policy framework papers; Board papers, including IDA Board papers on technical assistance; country strategy papers; briefings for meetings of the President's Council; reports on sector adjustment operations; progress reports on sector adjustment credits; IMF reports; and credit and project progressreports.

Third Window feasibility, projections, and analysis

In 1975, the Bank launched the Intermediate Financing Facility ("Third Window"), an interest subsidy fund created to mobilize and leverage limited concessional funds from donors. This fund was created due to constrained availability of lending and donor resources prompted by the 1970s oil crisis. The fonds includes records related to the original "Third Window", and feasibility studies, projections, and analysis for a second "Third Window" fund. The records were maintained by the Replenishment Policy Division (FRMRP) of the Resource Mobilization Department (FRM) from 1987 to 1996 (background records are also included from the 1960s to the 1980s). The records are related to the projections and analysis of the feasibility of a third window lending. The records include: background records related to the first Intermediate Financing Facility ("Third Window") launched in the 1970s; draft reports with comments; final reports; copies of Executive Director Board papers; computer printouts; projection tables; internal memoranda; and other internal communications regarding projections and analysis of the feasibility of a third window lending to provide funds on terms and conditions between the near market terms for IBRD funds and the concessional terms for IDA funds.

Trust fund program management and support

The fonds includes records related to the life cycle (establishment, implementation, evaluation, and financial management) of trust fund programs. The trust funds were managed by the followings units: the Vice President of Cofinancing (VPCOF) from 1984 to 1989; the Official Cofinancing Group (CFSOC) of CFSVP from 1989 to 1992; the Official Cofinancing and Trust Fund Management Group (CFSOC) of CFSVP from 1992 to 1996; the Official Cofinancing and Trust Funds Group (CAPOC) from 1996 to 1998 of the RMCVP; the Trust Fund and Cofinancing Department (TFC) of RMCVP from 1998 to 2001; the Trust Funds Operations Department (TFO), the Trust Fund Strategy and Donor Relations Department (TFS), and the Global Partnership Programs (GPP) of RMCVP and the CFPVP from 2001 to 2008; and the Global Partnerships and Trust Fund Operations (CFPTO) of the CFPVP from 2008 to 2010.

The records include management and support records maintained by the program managers and administrators of various trust fund programs. Included are trust fund program management records of grants for the Consultant Trust Fund (CTF) Program, the Policy and Human Resource Development (PHRD) Fund, Global Partnership Programs (e.g. Development GrantFacility [DGF]), and other special trust fund programs. The majority of the trust fund records focus on the technical assistance trust fund programs of PHRD and CTF, and the global program and partnership trust fund of DGF.

The records of the Policy and Human Resources Development (PHRD) Fund (formerly the Japanese Grant Facility) include correspondence, reports, legal, and financial management records related to PHRD grants. The PHRD records were maintained by VPCOF, CFSOC, CAPOC, TFC, and TFO from 1984 to 2006. The records generally include specific PHRD project implementation files consisting of the following types of records: correspondence between the Bank and the Government of Japan; PHRD technical assistance funding proposals; PHRD implementation reports; contract for consultant services; Terms of Reference; Japanese grant agreements with grant recipient country; correspondence with the Regional departments regarding implementation and disbursement; policies and guidelines related to PHRD grants; records related to monitoring of compliance with the grant terms; and records of quarterly PHRD Fund Tranche budgets.

The records also consist of material related to the management and support of trust fund grants of the Consultant Trust Fund (CTF) Program maintained by VPCOF, CFSOC, CAPOC, TFC, and TFO from 1974 to 2006 (predominantly 1985 to 2006). The records include correspondence, reports, legal, and financial records between the World Bank, participating donor countries, and the grant recipient. The CTF records generally include country files with the following types of records: Initiating Briefs for Trust Funds (IBTF); Cofinancing Framework Agreements; CTF Agreements; Memoranda of Understanding between the Bank and donor country; the CTF funding request from Regional Division Chiefs; Terms of Reference; back to office reports; terms and conditions of the grant; briefing notes prepared for donor countries; letters of appointment; reports to the donors describing the disbursement of funds; list of CTF allocations; internal reports on each trust fund; daily reports on each trust fund; semi-annual and annual donor consultation reports; mid-year reports; evaluation reports; agenda and meeting minutes for semi-annual and annual donor consultation meetings; financial reconciliation reports; CTF pledges and cash receipts; CTF grant entries for the Grant Reporting and Monitoring System (GRMS); requests for consultants; lists of consultants; guidelinesand policies for CTF grants; and CTF summary reports for earmarked uses of trust funds.

The records also include material related to the Development Grant Facility (DGF) maintained by TFC and its successor TFO from 1985 to 2006 (predominantly 1997 to 2006; some reference records predate establishment of DGF in 1997). The DGF records include: records related to the strategy and procedures of the DGF; DGF publications; DGF Council meeting records, which include minutes, agenda, and discussion notes; records prepared for or part of meeting with the Bank's Board of Executive Directors, including Board papers, discussion notes, minutes, agenda, technical briefings, and Memoranda to Executive Directors for Annual Review of DGF; records related to meetings with the Bank's Network vice presidencies focused on proposed grants for sector partnerships and projects; records related to DGF eligibility criteria; legal agreements for DGF grant programs and projects; DGF procurement guidelines; records related to meetings of the Special Grant Committee for the Special Grants Facility Program; DGF unallocated funds, savings, carryovers, overruns, and underrun budget reports; DGF statistical tables; DGF budget and expense reports; records related to donor coordination; and records related to DGF major issues. The records also include review and evaluation records of the DGF, including: records related to internal evaluations from the Bank's Operations Evaluation Department (OED) and the Internal Audit Department (IAD); annual review reports of DGF; review, evaluation, and monitoring reports of grant programs and projects of DGF; mid-term and retrospective reviews of DGF; and individual progress, completion and audit reports on individual grants. The records also include copies of parent level entries for proposed Bank-Foundation Partnership grants of the DGF entered as part of the Partnership Approval Tracking System (PATS) database. The entries consist of basic data on each proposed grant, and are arranged by sector, region, or alphabetically by donor foundation.

The records also include IBTF clearance and revision records maintained by the CAPOC, TFC, and TFO for regional, Global Partnership Programs (GPPs), multi-donor, and other ad hoc trust fund programs from 1997 to 2005. The records include: drafts and final copies of IBTF documents; copies of trust fund agreements; and IBTF clearance memoranda with comments and revision input from CAPOC, TFC, TFO Clearance Officers, and staff in the Bank's legal, accounting, and Regional departments.

The records also consist of trust fund review, monitoring, and reporting records maintained by the Trust Fund Management Oversight Unit (TFMOU) and the Trust Fund Monitoring and Reporting Unit (TFMRU) of CAPOC, TFC, and TFO from 1996 to 2004. TFMOU records primarily include: portfolio status and IBTF review case files for regional trust fund projects; IBTF monthly summary reports; IBTF clearance reports; strategy papers; presentations prepared for donor conferences on trust fund monitoring and reporting; briefing books, minutes, and agenda records for donor meetings; and case and review reports for trust fund grant projects and programs. The TFMRU records include those related to the procedures and guidelines for trust fund review documents of the Implementation Completion Memorandum (ICM) and Implementation Completion Reports (ICR) and records of received ICMs and ICRs for reviewed trust fund grant projects.

Resource Mobilization

Records of the Office of Operations Policy

  • WB IBRD/IDA OP
  • collection
  • 1972 - 2008
  • 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.

Operations Policy

Records of the Education Sector

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

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

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

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

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

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

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

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

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

Education Sector

Records of the Finance and Private Sector Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_102
  • collection
  • 1993 - 1997
  • 1993 - 1997

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

Finance and Private Sector Development Vice Presidency

Personal Papers of Frank K. Vita

  • WB IBRD/IDA WB_IBRD/IDA_111
  • collection
  • 1969 - 2000
  • 1969 - 2000

This fonds contains records that span Frank Vita's entire twenty-three year career at the World Bank Group as well as time spent at Arthur Andersen LLP and PricewaterhouseCoopers in the 1990s. Records relate to his involvement in lending operations in Africa, Latin America, Europe and Central Asia in the 1970s and 1990s as well as his work in the Finance Operations Department (FOD) in the 1980s undertaking research and policy work on capital markets and central banks investment. Records relating to his time as Deputy Director in the Tokyo Office in 1984-1985 and his work in the International Finance Corporation (IFC) between 1985 and 1990 are also included.

Vita, Frank K.

Records of the Private Sector Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_108
  • collection
  • 2002 - 2006
  • 2002 - 2006

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

Private Sector Development Vice Presidency

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