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Records of the Latin America and Caribbean Regional Vice Presidency

  • WB IBRD/IDA LAC
  • collection
  • 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 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 consultative meetings of other organizations including the Guyana-led aid group and the Caribbean Group for Economic Cooperation in Development (CGCED) in which the Bank participated beginning in the early 1970s as well as CGCED sub-group consultative or other donor meetings chaired by the department.

Departmental reference materials

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

Department directors' project records (reference)

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

Departmental directors' chronological files

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

Business plan and budget management records

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

Management and oversight of unit functions

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

Front office administration and oversight of field offices

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

VP chronological files

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

Front office reference material

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

UNDP liaison

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

Communications

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

Committee records

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

Training, seminar, and workshop planning and management

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

Information technology management

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

Latin America and Caribbean Regional Vice Presidency

Records of the Middle East and North Africa Regional Vice Presidency

  • WB IBRD/IDA MNA
  • collection
  • 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 Agriculture and Rural Development Sector

  • WB IBRD/IDA AGR
  • collection
  • 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

Donated materials collection

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

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

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

Donated Materials Collection

Personal Papers of Louise Taraldson Woods

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

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

Woods, Louise Taraldson

Records of the Office of the President

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

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

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

Office of the President

Records of the Office of External Relations

  • WB IBRD/IDA EXT
  • collection
  • 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

Personal Papers of William Diamond

  • WB IBRD/IDA DIAMOND
  • collection
  • 1955 - 2000

This fonds consists of records, accumulated by Diamond during his career, that reflect his activities in various roles primarily from 1955 to 1990. Items include correspondence, notes, drafts, reports, and other records related to his work in the Economic Development Institute (EDI), the International Finance Corporation (IFC), the Development Finance Companies department, the South Asia Regional Vice-Presidency (SARVP), and others. The fonds also contains records related to speeches and memoirs he authored.

Diamond, William

Records of the Industry and Mining Sector

  • WB IBRD/IDA IND
  • collection
  • 1949, 1951, 1960 - 2007 (predominant 1974 - 2001)

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

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

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

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

Industry and Mining Sector

Records of the Social Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_87
  • collection
  • 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 Global Environment Facility

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

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

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

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

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

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

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

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

Global Environment Facility

Records of the Environment Sector

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

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

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

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

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

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

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

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

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

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

Environment Sector

Records of the Education Sector

  • WB IBRD/IDA WB_IBRD/IDA_88
  • collection
  • 1964 - 2013 (predominant 1972 - 2006)

The fonds contains records predominantly created between 1972 and 2006 by Education Sector units. A small portion of records that date from the 1960s are external reports and other material used for reference by department staff. While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the education sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files.

The records reflect the range of functional responsibilities within the sectors of education, employment, and training: including: producing studies and publications; policy and best practice development; operational support to theregions regarding Bank projects and quality review; maintaining Bank partnerships and sponsorship of joint programs with United Nations agencies and other organizations; managing and monitoring global trust funds; and participation or organization of conferences, training, and other learning events.

Education Sector

Records of the Human Development Network

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

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

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

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

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

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

Human Development Network

Records of the Population, Health, and Nutrition Sector

  • WB IBRD/IDA WB_IBRD/IDA_89
  • collection
  • 1963-2001 (predominant 1972 - 2000)

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

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

Population, Health, and Nutrition Sector

Records of the Transport Development Sector

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

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

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

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

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

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

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

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

Transport Development Sector

Records of the Energy Sector

  • WB IBRD/IDA ENGY
  • collection
  • 1958 - 2013 (predominant 1980 - 2002)

The fonds contains records created and received between 1958 and 2013 beginning from the Public Utilities Department and several successors through the Sustainable Energy Department (SEG). Records document the energy units' functional responsibilities including support to operational projects carried out by regional units, formulation of policy, preparation of research studies and publications, organization and participation in knowledge and learning events, liaison with external partners, and program collaboration across the energy sector. A large portion of records reflect the department's function as administrators of the United Nations Development Programme (UNDP)/World Bank Energy Sector Management Assistance Program (ESMAP) established in 1983 and ESMAP's precursor technical assistance program, the Energy Assessment Program (EAP) created in 1980 in response to the global energy crises of the 1970s.

While sector records were maintained in the Bank-wide centralized filing system from the early years of operations until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the energy sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. See the arrangement note below for more information about the centralized files. The sector's rapid rate of growth and frequent organizational changes between the late 1970s until the mid-2000s are reflected in the various record-creating units in this fonds, their changes in names and reporting structure, and different filing systems. Primary sector functions however, as mentioned above, remained consistent over time.

The earliest records in the fonds, dating from 1958 to the late 1960s, are externally produced maps and reports that were used as reference for projects. The fonds also contains earlier records maintained by Assistant Director Efrain Friedmann that represent the department's energy sector work in the 1970s and cover discussion of nuclear power and energy conservation. Records are, however, predominantly from between 1980 and 2002.

Records in the fonds cover a broad range of subsectors and topics under energy development, including: electric power; fuel sources and technologies and hydrocarbons, such as coal, oil, natural gas; renewable and non-conventional energy sources, such as photovoltaic cells, solar power, hydropower, wind power, thermal power, and biomass; environmental issues and assessments; climate change; power systems and energy efficiency; gas trading; electricity supply and grid extension; rural electrification; power sector rehabilitation and institutional restructuring of power utilities; legislation and market forces; and competition and regulatory policy.

Mining sector records are also represented in the fonds, to a lesser extent. Although mining was originally situated within the industry sector in the Bank's organizational structure, the mining and oil and gas units coexisted under the same departments from 1982 until their merger into the Oil, Gas, Mining Division, Sustainable Energy Department (SEGOM) in 2010. Records related to the mining sector primarily cover the period from the 1990s to 2013, although there is some earlier material dating from the early 1980s. See the arrangement note for more information.

Energy Sector

Records of the Environmentally and Socially Sustainable Development Network

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

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

Environmentally and Socially Sustainable Development Network

Records of the Water Sector

  • WB IBRD/IDA WAT
  • collection
  • 1973 - 2008

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

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

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

Water Development Sector

Records of the Urban Development Sector

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

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

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

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

Urban Development Sector

Records of the Office of the Historian

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

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

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

Office of the Historian

Personal papers of O. Hursit Calika

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

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

Calika, O. Hursit

Personal papers of Irving S. Friedman

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

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

Friedman, Irving S.

Records of the Poverty Reduction and Economic Management Network

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

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

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

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

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

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

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

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

Poverty Reduction and Economic Management Network

Records of the Environmentally Sustainable Development Vice Presidency

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

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

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

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

Environmentally Sustainable Development Vice Presidency

Personal papers of Hollis B. Chenery

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

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

Chenery, Hollis B.

Personal papers of Sidney E. Chernick

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

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

Chernick, Sidney E.

Records of the Human Resources Development and Operations Policy Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_91
  • collection
  • 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 Temporary Committees, Commissions, and Boards

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

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

Temporary Committees, Commissions, and Boards

Personal papers of Gloria Davis

  • WB IBRD/IDA DAVIS
  • collection
  • 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 Office of Operations Evaluation

  • WB IBRD/IDA OPE
  • collection
  • 1957 - 2004 (predominant 1968 - 2004)

Fonds consists of records related to activities undertaken by the Operations Evaluation Department in support of its function as the Bank's independent operations evaluator. The majority of the records in this fonds are working files for project evaluations (Project Performance Audit Reports [PPARs] or Performance Audit Reports [PARs]) produced by the OED; these files are generally accompanied by Project Completion Reports (PCRs) or Implementation Completion Reports (ICRs) that were produced by operations departments and submitted to the OED. Working files for other OED evaluation products include: Impact Evaluation Reports (IERs); Country Assistance Reviews (CARs); Country Assistance Notes (CANs); Country Assistance Evaluations (CAEs); and special evaluation studies. Records related to annual reviews of Department evaluations are also included as are records related to Department annual reports. Publication files for OED periodicals, OED Processes, and Lessons & Practices are also included.

The fonds also consists of records created and received by the Department's Directors-General (DGO), Directors (OEDDR), and division directors. These records generally relate to: policy and procedure development; reporting; Department, Bank, and external projects, committees, and commissions; communications and dissemination of reports; operations management; and Department administration.

Office of Operations Evaluation

Personal Papers of Martin M. Rosen

  • WB IBRD/IDA ROSEN
  • collection
  • 1950 - 1987

This fonds consists principally of photographic prints. Photographs and textual records (e.g., newspaper clippings and postcards) in this collection document various events that Martin Rosen attended during his tenure at the World Bank and IFC. Examples of those events are the signing of the IFC-FEMSA (Fabrica Espanola Magnetos, S.A.) Agreement in 1962 and Rosen?s visit to Pakistan (West and East) and Korea in 1969.

Rosen, Martin M.

Records of the Public Sector Management and Governance Sector

  • WB IBRD/IDA WB_IBRD/IDA_101
  • collection
  • 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 Financial Sector Vice Presidency

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

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

Financial Sector Vice Presidency

Records of the Gender and Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_97
  • collection
  • 1970 - 1987 (predominant 1977 - 1987)

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

Gender and Development

Records of Private Sector Development Sector

  • WB IBRD/IDA WB_IBRD/IDA_100
  • collection
  • 1980 - 1999

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

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

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

Private Sector Development Sector

Records of the Finance and Private Sector Development Vice Presidency

  • WB IBRD/IDA WB_IBRD/IDA_102
  • collection
  • 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

Records of the Poverty Analysis and Policy Sector

  • WB IBRD/IDA WB_IBRD/IDA_98
  • collection
  • 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 Office of the Chief Economist

  • WB IBRD/IDA DEC
  • collection
  • 1946 - 2003 (predominant 1972 - 1993)

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

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

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

Economic Advisers

  • Irving Friedman: 1964 - 1970

  • Hollis B. Chenery: 1970 - 1972

Vice President, Development Policy (VPD)

  • Hollis B. Chenery: November 1972 - February 1982

Vice President, Economics and Research Staff (VPERS)

  • Hollis B. Chenery: February 1982 - August 1982

  • Anne Krueger: August 1982 - December 1986

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

Vice President and Chief Economist (DECVP)

  • Stanley Fischer: 1988 - 1990

  • Lawrence Summers: 1991 - 1993

  • Michael Bruno: 1993- 1996

  • Joseph E. Stiglitz: 1997 - 2000

  • Sir Nicholas H. Stern: 2000 - 2003.

Office of the Chief Economist

Records of the Economic Policy Reform Sector

  • WB/IBRD/IDA WB_IBRD/IDA_105
  • collection
  • 1984 - 2005 (predominantly 1997-2005)

Country project files

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

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

Management and organization

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

Project and operational support

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

External partnership and liaison

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

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

PRMTR briefing books for senior officials

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

Operational monitoring and evaluation

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

Operational policies and directives review and reform

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

Heavily Indebted Poor Countries (HIPC) Initiative records

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

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

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

Middle Income Countries (MIC) Working Group records

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

Economic Policy Reform Sector

Personal papers of Jaime Biderman

  • WB IBRD/IDA WB_IBRD/IDA_114
  • collection
  • 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

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