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President's Council files

Shortly after assuming the presidency, Barber Conable discontinued the Managing Committee that, during the Clausen years, had provided overall administrative control of the World Bank Group. In its place, Conable created an advisory body made up of the Bank Group vice presidents who reported directly to the president (some vice presidents reported to other vice presidents; they were excluded). This body was originally known as the Policy Committee, then renamed the President's Council in May 1988. It advised on policy decisions for consideration by the Board of Executive Directors, on strategic objectives, resource mobilization and allocation, workforce strategies, and other managerial and operational policy issues. A staff member in the president's office served as the secretary for the committee/council.

This series contains the official records of the council, from May 1987 to July 1991, grouped in two subseries. The files in the first subseries, amounting to 10 linear feet, are the records of the weekly meetings of the council, including agendas, minutes and other committee minutes, memoranda, talking points, internal working papers and reports (including Board papers), country strategy notes, operational directives, speeches, press releases and clippings, and other documents discussed. The second subseries, 2 linear feet, is the set of papers distributed to the council members for background information; the first seven files (of a total of nine) include a list at the beginning of the file providing the title of each document in the file, the originator, and the date. The files include a few pieces of correspondence and a few annotations and comments from council members.

These records document internal deliberations within the Bank Group during the Conable era, covering a wide spectrum of topics. Discussion topics relate to country strategy papers, lending activities (resumption of lending to countries, loan prepayment fee policy, impact on the Bank Group's net income, lending guidelines for tobacco), experience with adjustment lending,operations strategy in heavily indebted middle income countries, private sector development, a proposed AIDS program for Africa, the preparation of the Annual Portfolio Review, and approaches to budget. Discussions also concern IDA-9 negotiations, IFC capital increase, implications of the Montreal Protocol for the Bank Group and involvement in the Global Environment Facility, development of committees and working groups (private sector development working group, task forces on poverty and technical assistance review), the Bank Group's environmental policy and position including revamping the Tropical Forestry Action Plan, a pilot cooperation program for the Brazilian rainforest, Development Committee work and reports, World Bank Group history project, management of records, information disclosure, information management and technology strategy, relations with the Bank Group's Staff Association, internal audit program, and staffing and compensation matters.

Chronological files (outgoing)

This series contains letters and memoranda signed and sent by the President. Topics range from substantive issues of development assistance to social and public relations messages. Letters are addressed to foreign heads of state, government officials, banks, private citizens, US Senators and Congressmen, scholars, development institutions and academics, heads of organizations, diplomats, and journalists. Some internal messages and memorandam, including memoranda to the files, are included.

This is a verycomplete record of Conable's views on all matters that came before him and of the people with whom he corresponded. Although these are duplicate copies of records that should appear elsewhere in the files of the President's office or the Bank, this is a particularly useful series when other files have gaps.

Subject files

The files in this fragmentary series contain primarily memoranda and reports on a few administrative topics. Some of the items in the files had been accumulated by Khann's predecessor as Special Assistant, Josue Tanaka. Some files are useful because they continue a subject found elsewhere; for example, the environment file in this series complements and extends the environment file found in the Haug subject files. The private sector development file postdates the Conable Presidency.

Budget files

The series consists of FY88 budget appeals and the effect of reorganization on the budget, budget policy and discussions, planning and budget guidelines; a budget framework paper; records of midyear budget reviews, the FY89 work program, and budgets for regional offices. The records also include the initial budget guidelines provided to the senior management group by President Conable.

Subject files

This series provides an unusually good overview of the scope of issues handled by staff assistants in the Office of the President. Unlike the Stanton files in WB IBRD/IDA 03 EXC-11-02 which are focused on reorganization and space needs, the Haug files cover a very wide range of administrative matters and program topics. The Bank's increasing emphasis on environmental and social issues is reflected here, in such files as environment, forestry, population, and women in development. The monitoring of program operations can be traced in such files as annual sector reviews and strategy papers from Bank entities. Haug also had special interests in staff issues, reflected in files on outside interests and activities, the staff association, the staff retirement plan and staff compensation.

Haug brought some files with her to the President's office, including those on the Joint Committee on Staff Compensation and the Outside Interests Committee, from which she resigned when she joined the President's staff. In addition, a few documents from 1991 in the U.S. estate tax file post-date her tenure and presumably were filed by the President's office staff into Haug's subject file after she departed.

Space Files

The series concerns the expansion, retrofit and reconstruction options for buildings occupied by the Bank in Washington, DC (known as Buildings A, B, C, D, E, F and I). It is the most complete set of records in the President's office on space issues facing the Bank.

More than half of the files are reports submitted to the Bank by architects, real estate appraisers, and real estate developers. The internal memoranda and external correspondence cover such topics as the space needs of the Bank, real estate values, and the acquisition and sale of properties, in particular the agreement between the Bank and the IFC regarding the transfer of the responsibility for the IFC building. The International Monetary Fund's expansion is the subject of one file.

Liaison files - U.S. Government

This series contains the records of President Preston's interaction with both Congressional and Executive branches of the U.S. Government. The files include information on legislation affecting the Bank or its staff, briefing notes and minutes of the meetings with the Members of Congress and senior officials in the Executive Branch, and correspondence with the White House. The file on the White House contains mostly records from the Conable Presidency.

Chronological files

This series contains President Preston's outgoing correspondence, principally letters, between December 1990 and May 1995, as well as some incoming correspondence addressed to Preston, and other correspondence originating in the Office of the President. The first file predates Preston's tenure at the Bank. As the series covers the entirety of Preston's term, records created during his leave of absence by acting President Stern and other Office staff are included.

Because the Preston records are scant, this series of formal outgoing letters provides an important overview of the external liaison activities in which the President engaged.

Records of the Portfolio Management Task Force (Wapenhans Report) and follow-up

In February 1992, Lewis Preston ordered a study of the Bank's basic portfolio management and evaluation process for loans and credits. Headed by Willi Wapenhans, who was assigned to the President's office for the study, the Portfolio Management Task Force produced a report in September 1992 that is one of the most famous in the Bank's history. It argued that the Bank did not pay enough attention to the implementation and supervision of loans and that sustainable development impact is the true measure of success. The Wapenhans Report, as it came to be known, was presented to the Board of Executive Directors in November 1992. In January 1993 Preston assigned Visvanathan Rajagopalan, who as a vice president who had been a member of the advisory council to the Task Force, to coordinate discussions regarding the implementation of the recommendations in the Task Force report.

The files are in 2 parts. The first part is the files of Wapenhans as the chair of the Task Force. These files were inherited by Rajagopalan as he worked on the implementation of the report during 1993. The second are the files of Rajagopalan, both a file regarding the work of the Task Force that he had maintained while he was the Vice President, Sector and Operations Policy, and files that he created during the follow-up period.

This series is the central source for information on the work of the Task Force. It includes the record of the discussion of the Executive Directors at the time the Task Force was formed and the background documents for the meeting of the Executive Directors after the report was issued, the minutes of the meetings of the Task Force from March through June and the audio tapes and the transcripts of a 2 day meeting with partner organizations (cofinancers), and feeder studies on topics ranging from the Bank's internal culture to the use of information technology.

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

This series contains records compiled by Visvanathan Rajagopalan in his capacity as Chairman of the Consultative Group on International Agricultural Research (CGIAR). The records include his correspondence, agendas and travel plans for meetings, copies of papers presented at meetings or circulated prior to meetings, copies of his introductory remarks delivered at meetings, his briefing books for International Centers Week (the annual meeting of the international agricultural research centers that form the CGIAR network), and scattered reports of the CGIAR Oversight Committee and its Technical Advisory Committee. Correspondence covers meeting arrangements; appointments, salaries, and other personnel matters affecting staff; and resource allocations. The series includes a small amount of the correspondence of Wilfried Thalwitz, Rajagopalan's predecessor as chair of CGIAR.

Chronological files

Series consists of incoming and outgoing correspondence on a variety of topics. Correspondence takes the form of faxes, letters, and memoranda.

External correspondents include: staff members and diplomats at the United Nations; representatives of energy and environment-related organizations; leaders in the financial sector; government officials from various countries; academic institutions; and nongovernmental organizations (NGOs).

Series includes internal memos to President Wolfensohn. These are generally brief and relate to information sharing, mission and meeting briefing, planning and logistics, brief advisory submissions, and reports on Strong's activities. Other memos are to World Bank Group (WBG) senior management including managing directors and vice presidents. Topics are wide-ranging.

Faxes from Strong's office at the WBG to Strong's assistant are included. These generally include information for upcoming meetings and logistical information provided to Strong when he was away from Washington, DC

A small amount of correspondence relate to Strong's separate roles as chairman of the World Resources Institute (WRI) and the Earth Council.

Indonesian oil sector files

Series consists of records primarily created during Bernard R. Bell's tenure as Director, Resident Staff Indonesia from 1968 to 1972. The series contains a draft paper on the historical development of the oil sector in Indonesia, including notes on Indonesian oil companies. Correspondence and notes concerning Bank economic missions reviewing the oil sector are included, as well as notes of interviews with Indonesian government officials and oil company personnel. The series contains copies of articles on Indonesian oil, copies contracts dating from 1963, copies of Indonesian laws regulating the oil sector, and statistics on the financial status of P. N. Pertamina, the Indonesian National Oil and Natural Gas Mining State Enterprise.

Policy and research papers

Series consists of copies of various policy and research papers kept by Bernard R. Bell while he was Regional Vice President, East Asia and Pacific Region (EAPVP). Series includes a World Health Organization (WHO)-UNICEF study on health needs in developing countries in 1975, internal Bank memoranda and records relating to energy and the oil crisis from 1973 to 1974, two Bank papers on the economic evaluation of public utilities projects dating from 1974 to 1975, and Bank papers on topics of interest to Bell, ranging from rural roads to procedures for project documentation.

HIV/AIDS program management files

Series consists of various records maintained by Debrework Zewdie while managing the Bank's HIV/AIDS program and developing its strategic direction. Records included in the series are: reports on Global HIV/AIDS activities and work program (1999- 2003); summaries of internal meetings regarding the Bank's HIV/AIDS portfolio and minutes of a briefing to Bank President Wolfensohn by Zewdie and colleagues on portfolio implementation (2002); action plan on accelerating implementation (2002); draft papers submitted to the Development Committee (2002); and regional AIDS sectoral strategies (2001 - 2002).

The series also contains a small volume of records related to evaluation of the United Nations Joint Programme on HIV/AIDS (UNAIDS) and UNAIDS Monitoring and Evaluation Reference Group (2002), World HIV/AIDS Campaign strategy (2002 - 2003) as well as comments on HIV/AIDS project design and other records regarding projects in Brazil (2002), Guinea (2003), and Sri Lanka (no date). There are also individual filesregarding HIV/AIDS treatment projects in Africa (2003), telemedicine (2002), lending numbers (2002), and partnership for social justice with faith groups (2002).

Europe, Middle East, and North Africa (EMENA) chronological files

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

International Finance Corporation (IFC) chronological files

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

Managing director chronological files

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

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

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

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

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

Vice President and Treasurer (TREVP) chronological files

This series consists of chronological correspondence from when Jessica P. Einhorn served as Vice President and Treasurer. The records include incoming and outgoing correspondence, memoranda, notes, and emails. The bulk of the records are communications to or from internal World Bank Group units and staff about financial administration. Correspondents include Managing Director Ernest Stern, Managing Director Attila Karaosmanoglu, and Financial Operations Department (FOD) Director Kenneth Lay. Some correspondence is to or from commercial banking firms and national government treasuries. A small portion of the file labeled Confidential dates from December 1995 to January 1996, when Einhorn was transitioning to the role of managing director.

Correspondence

This series consists of external correspondence received by President Wolfensohn during his tenure as World Bank Group president. It also includes internal correspondence received by the president from 2000 to the end of his tenure in 2005. Internal and external correspondence was, from the beginning of Wolfensohn's tenure in 1995 to the end of 1999, managed separately and in separate sequences in the Office of the President's (EXC) document management database. Internal correspondence from this period is arranged elsewhere in this subfonds. Beginning in 2000, external and internal correspondence were combined and have not been separated, resulting in the inclusion of internal correspondence from 2000 to 2005 in this series.

The majority of external correspondence files are initiated by incoming correspondence. These take the form of letters, faxes, and emails and can sometimes include accompanying information in the form of brochures, fact sheets, reports, and similar. A small amount of external communication is initiated by the Office of the President (EXC). The purpose of this type of correspondence can include expressions of congratulations or gratitude, requests for participation in programs or conferences, or requests for donations.

Upon receiving or initiating a correspondence, the letter was logged in the correspondence management database and given a reference number. A profile for each piece of correspondence was completed and, in almost all cases, this information was added to the physical file in the form of an "External Correspondence Profile". The profile includes a description of the correspondence (name, organization, addressee at the WBG, date, and topic) and the WBG office and individual designated for action. In most cases, the "action" is to draft a response either for the president's signature or by a member of WBG senior management in the president's place; in these cases, instructions and a due date are provided. In addition to the profile, each external correspondence package may consist of internal memoranda or emails discussing the response (including related past communications and other materials to provide background information) and the response itself. In some cases, responses to correspondence were made by telephone and this is noted in the internal correspondence or on the correspondence profile. In others, it is determined that no response is necessary and this is noted in the instructions in the correspondence profile. Generally, all materials relating to a single correspondence are stapled together. Some of the incoming correspondence is in a language other than English; in these cases, an English translation is usually provided either by the correspondent or by the Bank.

The types of external correspondents included in this series are wide-ranging. They include: country leaders, government officials, and diplomats; international organizations; non-governmental organizations (NGOs) and other members of civil society; foundations; academic and research institutions; public figures; and private citizens.

Note that the correspondence unit also received and logged personal correspondence received by President Wolfensohn. Following its registration, personal correspondence was managed separately and is not included in this series. However, as the personal correspondence was logged, it did receive a reference number and this explains the missing items in the reference numbering sequence. In later years, beginning in 2002, a paper was inserted into the physical correspondence that read "JDW Personal Mail (No File Copy)".

The topics covered in the correspondence are varied. They include: requests for financial support or information; expressions of gratitude and congratulations; invitations for the president to visit a country or organization, to participate in conferences, to speak at events, or to contribute an article; invitations for the president to attend social events; knowledge and information sharing; and networking and making connections.

As noted, this series includes internal correspondence received and sent by President Wolfensohn from 2000 to the end of his tenure in 2005. Internal correspondence makes up a very small percentage of the records during this time. Correspondents generally include members of the WBG's senior management and relate to information sharing, responses to President Wolfensohn's requests for information, discussion of personnel decisions, updates on projects, and courtesy copies of correspondence between other WBG staff.

Board of Executive Director meetings and event briefing materials

This series consists of records relating to preparation for President Wolfensohn's participation in meetings and other engagements with the World Bank Group's (WBG) Board of Executive Directors. The Board plays a role in deciding on proposals made by the WBG president relating to loans, credits, and guarantees, new policies, and administrative budget. The WBG president serves as chairman of the Board, meeting regularly with the Board of Executive Directors, both formally and informally. Records in this series relate to both formal meetings between President Wolfensohn, WBG leadership, and the Board as well as informal meetings on specific topics often consisting of individual or small groups of executive directors and the president.

Records in this series primarily take the form of briefing materials created for President Wolfensohn. Briefing materials for formal meetings of the Board are primarily compiled by Office of the President (EXC) staff and WBG senior leadership, including managing directors and vice presidents. Generally, these briefing materials are not as organized or consistent as other briefing materials created for the president; they usually lack cover sheets and indexes and internal correspondence and correspondence with executive directors is often included along with other material.

Briefing materials for most formal Board meetings include a "Document Log" sheet at the beginning or end of the records that is generated by EXC's document management system. The log usually contains information about: the meeting (agenda, participants, etc.); nature of President Wolfensohn's participation; and the roles and support provided by WBG staff.

Other briefing materials include Bank reports, minutes from past Board and non-Board meetings, talking points, and summaries of comments submitted to the president on specific topics. Also note that, while the WBG president chairs meetings with the Board of Directors, WBG leadership and staff are often responsible for presenting proposed projects, policies, or other topics. As such, briefing material includes presentation materials, either in the form of notes or presentation slides, authored and disseminated by WBG staff.

Briefing materials for informal meetings can include a covers sheet describing the origin and purpose of the meeting, background materials on topics to be discussed, biographies of meeting counterparts, and internal correspondence relating to the planning and preparation for the meeting. Briefing materials for ad hoc events involving executive directors, such as seminars, dinners, or field trips, contain records similar to above as well as logistical information.

Country and region area files

Series consists of country and area records containing information on individual countries and various geopolitical areas. In some cases, records relating to individual countries are general in nature, covering a variety of topics. Other folders primarily relate to specific operations in the country or specific topics related to the country. Note, however, that folders with titles indicating a specific topic may also include records relating to other topics, activities, or World Bank Group (WBG) operationsin that country.

Records include correspondence and briefings originating in the WBG as well as correspondence, reports, and background information from government officials and offices, nongovernmental organizations (NGOs), or other external partners and sources.

Travel files

Series consists of records relating to McHugh's travels in late 1994 and 1996. Travel includes: the "Lesson with Borders" conference in Denver, Colorado in May 1996; Des Moines, Iowa for various meetings in June 1996; meetings with the heads of foundations in Washington, DC in March 1996; and a Socratic Seminar during the 1994 Board of Governors Annual Meetings in Madrid, Spain in October 1994.

Records consist of briefing notes, schedules and agendas, logistical materials, meeting notes, and correspondence.

President briefing books

Records relate primarily to two engagements with commissioners on the International Financial Institutions (IFIs) Advisory Commission (also known as the Meltzer Commission) held in November 1999 and February 2000. McHugh played a significant role monitoring the commission and briefing World Bank Group (WBG) President Wolfensohn on the commission.

Records relating to the IFI Advisory Commission include briefing books for a dinner with the commission on November 1, 1999 and for a hearing with the commissionon February 2, 2000. Briefing book records consist of talking points, background on the formation of the commission, background on commission members, and papers and reports on the topic of IFIs authored by commission members.

Other records in this series relate to a series of meetings President Wolfensohn had with units of International Finance Corporation (IFC) in December 1997. Records consist of briefing materials as well as resources provided to President Wolfensohn following individual meetings.

Daily scheduling

Contains records related to the daily scheduling of President Wolfensohn's activities. Schedules cover activities related to both his roles as World Bank Group president as well as a private citizen, although in the case of the latter less detail is included. World Bank Group business and personal activities often overlap.

Records include daily schedules for President Wolfensohn and indicate travel, meetings, meeting participants, and other activities. Daily schedules are available for nearly every day of President Wolfensohn's presidency. In some cases when President Wolfensohn was on extended travel, a separate schedule bundle was created in place of, or in addition to, regular daily schedules and these are included as well. In a small number of cases, briefing material accompanies the travel schedule.

Other materials include long-term monthly calendars printed off monthly or bimonthly for the following six months.

Photograph documentation

This series contains photographs documenting internal and external meetings, speaking engagements, appearances, mission travel, and other events participated in by President Wolfensohn or otherwise related to the activities of the Office of the President (EXC). Most photographs are taken by World Bank Group (WBG) photographers, although some were apparently taken by country offices hosting the president or by host countries or organizations who similarly documented the event and shared the photographs withthe EXC. In the case of photos shared by other parties, a letter or note that accompanied the photos is sometimes included.

Materials in this series are almost all photograph prints; a very small number of slides, negatives, and contact sheets are also included. Photographic prints range in dimension. The majority are color but black and white photos are also included.

Most photographs are in file folders, while some are in envelopes or, in even lesser number, scrapbooks. The number of photos in folders and envelopes generally range from one to ten photos, although there are instances where a folder can contain more than fifty photos, particularly those related to mission travel. A very small number of the photos are housed in frames, likely as the result of being given to President Wolfensohn as a gift.

Photos from President Wolfensohn's mission travel are the most numerable and cover a wide variety of activities, from meeting with country heads of state, government ministers, civic leaders, and private citizens, to touring cultural sites and WBG project. Mission travel includes both visits to country members who receive World Bank Group loans as well as travel to countries that fund and donate WBG operations. A number of travel-related photographs are of Elaine Wolfensohn, President Wolfensohn's wife, who accompanied him on much of his mission travel and would often tour project and cultural sites and meet with local people independently. A small number of photograph albums sent from country governments and/or representatives that had hosted President Wolfensohn are also included in this series.

Photos related to non-mission travel activities, primarily internal to the WBG or at events in the Washington, D.C. area, are also included. These include photos from the WBG / International Monetary Fund (IMF) Board of Governors Spring and Annual Meetings as well as internal events participated in or attended by President Wolfensohn, such as loan signings, social events, and staff recognition events. Photos with senior World Bank Group staff are also included.

A small number of photos not directly related to President Wolfensohn or EXC are also included in this series. These photos presumably were used for publications or communications originating in EXC. They include photos of senior staff, loan signings, World Bank Articles of Agreement signing, and country photos. Some of these photos date from prior to President Wolfensohn's tenure or are undated.

A small amount of textual materials accompany photos.These are primarily Document Log sheets generated by EXC and contain a description and date of the photo. Receipts generated by the internal printing unit are also included in a small number of folders. Records dating from 2004-05 that relate to the management and digitization of photos in this series are also included. Other textual materials sometimes found in folders alongside photos include agendas and itineraries from meetings and mission travel documented in the photos.

A small number of publications have been included in this series. These are generally travel or tourist publications that were either collected by WBG staff during President Wolfensohn's mission travel or gifted to President Wolfensohn during mission travel. Of these publications only one, a photo album commemorating the 1997 Annual Meetings in Hong Kong, relates directly to the World Bank Group.

Travel briefings

This series contains records related to President Conable's trips and attendance at meetings and conferences abroad and appearances and presentations inside the United States. The first file contains a table of travel undertaken by the President from September 1986 through September 1990, with columns for the dates, region visited, the country/state/city/town/field location visited, the purpose of the trip, meeting dates, and whether Mrs. Conable accompanied the President.

The files consist of travel itineraries background information on countries, briefing notes for meetings, arrival and departure statements and sometimes speeches, press conference briefings, remarks, schedules of meetings and appointments, agendas, correspondence with government leaders (including thank you notes), lists of government officials and biographical data, general background information on countries and governments, notes on projects and field visits, and maps of the country. A videotape is included on Conable's trip to India in November 1987.

Subject Files of the Forestry Program

  • WB IBRD/IDA AGR-5890S
  • Serie
  • 1988 - 1992 (predominant)

This series consists of the alphabetical subject files of the forestry program. The records include memoranda, correspondence, reports, policy papers, and drafts of papers and book chapters. The principal focus of the files is the development of the World Bank's forest policy paper of 1991, including a series of background reports commissioned from world forestry experts during 1990.

The records also contain files on the Tropical Forest Action Plan, a program sponsored jointly by the Bank and the Food and Agriculture Organization, the United Nations Development Program, and the World Resources Institute, including records that reflect the establishment of the Bank's policy on the Plan. Files on forestry projects throughout the world between 1991 and 1993 include correspondence, mission reports, sometimes project supervision and completion reports, and publications. A few files on the International Board for Plant Genetic Resources, although labeled Weekly staff bulletin, actually contain useful reports,background papers, and handbooks on the operation of the Board.

The records are unusually complete, and it is possible to trace the development of the 1991 forest policy paper in its entirety. The paper itself is published, but these files provide important background content and context for research on forestry policy.

Sub-Saharan Africa Hydrological Assessment records

Series consists of records related to the Sub-Saharan Africa Hydrological Assessment (SSAHA) project. The SSAHA was a United Nations Development Programme project (UNDP, Project # RAF/87/030). However, the World Bank served as the primary implementer of the project. The World Bank also helped finance the project, along with the UNDP, the African Development Bank (ADB), the French Ministry of Cooperation, and the European Community (EC).

The SSAHA was developed in response to requests from African governments to review the hydrological services in Sub-Saharan Africa. Its aim was to assist sub-Saharan countries in the creation and/or improvement of a sound hydrometric base for the purposes of planning and evaluating water resources development programs and projects. The project would evaluate the status of all existing water resource data and information and make recommendations for the filling of important gaps and for the general enhancement of the capability to measure, retrieve, process and publish hydrological data and information (Sub-Saharan Africa Hydrological Assessment Project Document; c. December, 1986; File #30187398). The project involved: preparing inventories of the present status of data collections, processing and publication including the listing of bibliographies; identifying the more important gaps that exist in present programs; and making recommendations on priority programs to fill the gaps including institutional and training aspects.

The SSAHA project was prepared by the World Bank in1986-1987 in consultation with the UNDP, the United Nations Department of Technical Co-Operation for Development (UNDTCD, later the United Nations Department of Economic and Social Development [UNDESD]), the World Meteorological Organization (WMO), regional African agencies, and African national governments. The UNDP approved the project in June, 1987 and the World Bank signed the Project Document as Executing Agency in the same month. The project became effective in September, 1987. A Steering Committee comprised of donor agencies, regional agencies, country representatives, WMO and UNESCO was established at this time. The UNDP chaired the Committee with the World Bank and ADB serving as co-chairs. It began to meet twice annually (or when convened by the Chairman) in November, 1987, to assist in the supervision of the project, to redirect approaches as needed, and to evaluate the project results.

Within the World Bank, the Agriculture and Rural Development Department's Production and Services Division (AGRPS) was designated the executing unit. Ulrich Kuffner served as task manager from 1987 until January 1, 1992 when Geoffrey Matthews, Agriculture and Rural Development Department, Technology and Natural Resources (AGRTN), replaced him. Torbjorn Damhaug of the African Regional Office, Environmentally Sustainable Division (AFTES), was made a co-task manager in 1994 or earlier. A Project Management Committee (PMC) was established in 1987 to serve as a liaison between the Agriculture and Rural Development Department (AGR) and the African Regional Office (AGR).

Series contains records created and received by the AGRPS that relate to SSAHA project planning, financing, execution, oversight, and evaluation. The majority of the records are organized into numbered volumes according to: consultant firm; African region; project organizer and/or financer; Steering Committee meeting; and general correspondence files.

Records relating to Regional African Agencies are numerous and contain correspondence between the Bank andthe Agencies' representatives. Folders are labeled according to region: South African Development Coordination Conference (SADCC, in 1992 renamed the South African Development Community [SADC]), and the International Authority on Drought and Development (IGADD, in 1996 renamed the Intergovernmental Authority on Development [IGAD]), as well as Madagascar, which is not included in one of the aforementioned Regions. Records relate to: project planning and negotiation; consultants' reports; planning of meetings and workshops; and coordinating with consultants. Records contain: drafts of consultants' reports and Regions' comments; back-to-office reports; Terms of Reference; consultants' proposals and contracts; and aide memoires.

Records also contain correspondence with consultants who have been awarded a contract. Records relate to: payment; revisions to Terms of Reference or payment; negotiation of completion and reporting dates; publishing; and coordination of consultants with Regions and countries.

The series also contains multiple volumes labeled General Correspondence. These records include correspondence with Regional African Agencies as described earlier. Correspondence with consultants is also included, although the majority of this material was created before contracts were awarded and thus contain Terms of Reference, proposals, minutes of negotiations, and related records. General correspondence files also contain correspondence with: the Bank's country and regional offices; country officials and representatives; participating agencies (UNDP, WMO, EC, ADB, etc.); and short-term consultants. Records relate to: project planning; meetings; training exercises; workshops; project coordination and logistics; contracts; financial issues; Bank staff reporting; evaluation of consultants' reports; project funding; and project research and planning.

The series contains folders for each of the eight Steering Committee meetings held between November, 1987 and July, 1996. Records relate to meeting planning and coordination and the invitation of participants. Records include: agendas; minutes; list of participants; preparatory materials (i.e. reports); and back-to-office reports by meeting attendees. A lesser amount of records relating to the World Bank's Project Management Committee meetings are also included; records are of similar type to those previously described.

Separate folders for correspondence with WMO, UNESCO, and the Comite Interafricain d'Etudes Hydrauliques (CIEF) are also contained in this series.

Budget files containing reports, budgets, copies of contracts, revisions, and disbursement records are also included.

The series also contains numerous folders labeled General Files. Records include: reports and articles used as background or research; reviews of the SSAHA project written by Bank staff or consultants; copies of contracts with consultants; correspondence with consultants; budget and financing summaries; consultant negotiation materials; cost estimates; drafts of SSAHA pamphlets; correspondence related to meetings; comments on consultants' reports from Bank staff and external; Project Performance Evaluation Reports (PPER) for RAF/87/030 (1992 and 1994); correspondence between AGR staff related to project planning and development; multiple drafts of the original SSAHA Project Document; final versions of the original SSAHA Project Document; copy of signed WB/UNDP SSAHA agreement; meeting notes; progress reports of consultants; recommendations for future action; World Hydrological Cycle Observing System (WHYCOS) project document and supporting materials, including materials related to its regional components; files on individual and short-term consultants; records related to SSAHA hydrological workshop (1994); copies of booklet, Sub-Saharan Africa Hydrological Assessment (1993); text of the SSAHA Program Completion Brochure (1996); and a paper by Geoffrey J. Matthews, Communications for Bridging Different Water Perspectives.

Also included are numerous copies of draft and final SSAHA country and regional reports prepared by project consultants. These include: Madagascar: Evaluation Hydrologique en Afrique Sub-Saharienne (HASSA), Pieces Annexes (1996); Madagascar: Evaluation Hydrologique en Afrique Sub-Saharienne (HASSA), Rapport Principal (1996); Sub Saharan Africa Hydrological Assessment, SADC Countries - Country Report: Namibia (1995, draft report); Sub Saharan Africa Hydrological Assessment, SADC Countries - Country Report: South Africa (1996, draft report, two copies); Regional Strategic Action Plan for Integrated Water Resources Development and Management in the SADC Countries (1999-2004) - SADC Water Co-ordination Unit, Maseru, Lesotho (1998, 1st draft); Evaluation Hydrologique en Afrique Subsaharie: Madagascar -- Proposition Technique et Financiere (1995); Sub-Saharan Africa Hydrological Assessment West African Countries: Regional Report (1992, also a copy in French); and Madagascar: Evaluation hydrologique en Afrique Sub-Saharienne (HASSA) - Addendum au rapport principal (1997).

WID reference files

  • WB IBRD/IDA WB_IBRD/IDA_97-03
  • Serie
  • 1973 - 1987

The series consists of Women in Development (WID) reference files that contain numerous reports, articles, and policy records produced by both the World Bank and outside agencies. Correspondence and memoranda are interfiled with some of the reference files. All reference files are devoted to a particular topic pertinent to women related issues, including: agriculture and rural development; basic needs; anthropology; children; education; fertility; female circumcision; housing and development; poisons; populations; water and sanitation; and so on.

Budget and resource allocation

  • WB IBRD/IDA WB_IBRD/IDA_92-01
  • Serie
  • 1994 - 2000

Series consists of records related to, or the product of, budgetary planning and resource allocation. Included are a number of budget reports, including some that were created for the Environmentally Sustainable Development Vice Presidency (ESD). These include: ESD Work Program Indicators (FY96 and FY97); ESD Retrospective Reviews (FY 94, FY 95, and FY 96); ESD Original FY95 Work Program; ESD FY96-98 Business Plan; ESSD FY98-00 Business Plan; ESSD Final Budget Outcome. Also included are records that relateto: the Leadership Asset Management Program (LAMP); the allocation of funds to the Development Grant Facility (DGF); and budget planning for FY00 and FY01.

CGIAR meeting and planning records

  • WB IBRD/IDA WB_IBRD/IDA_92-02
  • Serie
  • 1999 - 2002

Series consists of records related to Consultative Group on International Agricultural Research (CGIAR) and ESSD Vice President Ian Johnson's role as CGIAR Chairman. Johnson served as Chairman from 2000-2006. Records relate to CGIAR planning and policy development and to CGIAR meetings, conferences, and workshops.

Series contains agendas, supporting materials, and notes related to a variety of meetings, conferences, and workshops participated in and/or attended by Ian Johnson, including: European Donors Meeting, Paris (17 April 2001); CGIAR System Office Workshop (13-14 March 2002); CGIAR North American Donors Meeting (5 April 2001); and CGIAR's Synthesis Meeting, Reading, UK (4-7 October 2000). Materials supporting the European Donors Meeting are also included.

Supporting materials include numerous reports. A number of these reports relate to CGIAR planning, organizational changes and strategies and were authored by the CGIAR's Change Design and Management Team (CDMT). Reports on these activities preparedby the CGIAR Technical Advisory Committee (TAC) are also included.

A small amount of records which relate to the Operation Evaluation Department's (OED) meta-evaluation of CGIAR of 2002 are also included. The majority of these records are correspondence and discuss CGIAR staff feedback and comments.

Management and oversight

  • WB IBRD/IDA 92 WB_IBRD/IDA_92-07
  • Serie
  • 1998 - 2003

Series consists of records related to management and oversight activities of ESSDVP. Records primarily relate to high-level meetings attended by ESSD Vice President Ian Johnson within ESSD as well as other units and committees of the World Bank. This includes meetings with Bank President Wolfensohn and Managing Director Shengman Zhang as well as meetings of the Bank's Operational Vice Presidents. Records from Bank-wide Corporate Days (1998-2002) and Strategic Forums (2000-2001) are also included. These records include: background notes (prepared for ESSDVP Ian Johnson by ESSD staff); presentation notes and slides; correspondence; progress reports; agendas; and follow-up materials.

Records related to management and organizational meetings of the ESSD include: ESSD Council meetings (2001-2003); ESSD Anchor meetings (2000-2001, 2003); ESSD FY02-04 Business Planning MD/VP Meeting; ESSD FY04-06 Strategic Planning; ESSD Knowledge Management strategy (1998-2000); and ESSD Management Retreats (including EnvironmentSector Board retreat [2002]) and Team Meetings.

Quality enhancement review

  • WB IBRD/IDA WB_IBRD/IDA_89-08
  • Serie
  • 1988 - 2001 (predominant 1996 - 2001)

The series contains records maintained by the Health, Nutrition, and Population team (HDNHE) and previous units to provide quality support services and development effectiveness guidelines to operational task teams managing health, nutrition, and population (HNP) projects. The Bank's Quality Assurance Group (QAG) often, but not always, included an HDNHE representative. The Quality Enhancement Review (QER) panel was first instituted for HNP projects in Fiscal Year 1999 and led by HDNHE senior staff. QER broadly followed the QAG methodology to improve the quality of the project but functioned as an independent group of senior colleagues who conducted the project preparation review with the task teams.

Records in the series were primarily maintained by Chris Walker, senior public health specialist and later lead specialist of the Health, Nutrition, and Population Quality team. Types of records include: hard copy emails; draft and final project documents such as Project Appraisal Documents (PADs) and aide-memoires; background reports for the panel such as internal sector policy and strategy reports; meeting agenda; occasionally draft and final panel review reports; handwritten notes; minutes of project concept review meetings; and QER guidelines. Several records including the project documents and meeting summaries contain Walker's handwritten annotated notes.

There are also records related to HNP Quality of Supervision workshop 1994 - 1998.

Knowledge and learning events

  • WB IBRD/IDA WB_IBRD/IDA_89-03
  • Serie
  • 1980 - 1999 (predominant 1997 - 1999)

Series primarily contains records related to conferences, seminars, internal training courses, brown bag lunch (BBL) presentations, or other events organized or attended by the Health, Nutrition, and Population Team (HDNHE) and previous units. A portion of the records were maintained by Principal Economist Helen Saxenian who was also the health, nutrition, and population sector training coordination committee chair. Records were also maintained by Senior Nutritionist Judith McGuire, Consultant Joy Miller de Rosso, and others.

Records comprising the series include: correspondence; seminar and presentation papers; back-to-office reports, several regarding health reforms and health systems studies; sound and video recordings of presentations; hard copies of presentation slides; minutes and agenda of committee training meetings; and learning materials such as course descriptions and BBL summaries occasionally filed with statistical data tables or articles.

Topics include, but are not limited to: HIV/AIDS, evidence-based medicine, vaccines, health care and poverty, nutrition, health and social sector reform, Safe Motherhood or women and children's health, and country health care systems.

There are also two files related to the Bank's Economic Development Institute (EDI) case studies (1980 - 1990).

The series also contains audiocassette recordings of the Food and Nutrition Policy Course (1997 - 1998) and one file of textual records containing the course material. The videocassette titles included in the series are "What do Women and Children Die of?" (1998) and "Challenges for Health Sector Reform in Latin America and the Caribbean" (1999).

Indonesia transmigration program subject file

The first Indonesian transmigration program that the World Bank financed (Transmigration I) involved the areas of Baturaja and Way Abung. Transmigration II involved the areas of Rimbo Bujang, Alai Hilir, and Singkut along the trans-Sumtra highway in Jambi province. The files in this series are primarily on those locations, with additional files on topics such as cassava and land tenure. Davis incorporated in the files documents from her previous work on Indonesia, such as a bibliography from 1972, and writings from other Indonesia specialists that she used. The files Baturaja - Way Abung Computer Analysis and Notes include notes that Davis made in 1976.

Some interview notes are included, as are maps, documents from the Government of Indonesia, reports from consultants, and a draft of Beyond Subsistence: A Report on the Agricultural Economies of Way Abung and Baturaja, a study prepared by Davis. The Way Abung file includes summaries based on a brief survey of 240 informants in 12 WA villages and supplementary material from a report from IPB Bogor based on interviews with 90 migrant families. A survey was conducted in the Rimbobujang area, and the files contain information, data, and analysis from that survey.

While most of the files relate to the geographic areas included in the transmigration program review that was conducted between 1979 and 1981, the series also includes a file on a review of the North Sumatra smallholder development project. At the end of the series is a file containing progress reports 3 through 10 on the South Sumatra and Lampung Transmigration and Rural Development Project, prepared for the Government of Indonesia by its consultants.

The files are useful for an historical perspective on the villages and areas where transmigration occurred.

Personal file

The series appears to have been established by Davis when she began work at the World Bank, although it incorporates two papers that she wrote before coming to the Bank. Each file is titled with her name, the subject of the document it contains and usually a date. A file of drafts, primarily of papers Davis wrote in the 1970s, was added to the subject files.

Most of these items are memos or reports written by Davis during her first years at the Bank. They all concern Indonesia, and in them Davis' voiceand opinions are clearly expressed. Particularly interesting are notes she wrote following a visit to Saimen in August 1978, reporting on what residents told her about the Kali Tapan demonstration project.

Indonesia maps and charts

This series principally contains maps, but it also includes some oversize organization charts and schematic drawings. Approximately half are commercial maps of Indonesia, the remainder are maps created for projects funded by the Bank. Some project maps are hand colored or annotated.

The maps are extremely useful for studying the Bank funded transmigration projects, particularly the surveys undertaken in 1978 and 1979.

Indonesia project and research reports (Bahasa)

  • WB IBRD/IDA DAVIS-12
  • Serie
  • 1975 - 1985, 1987

This series contains project and research reports on Indonesia that were prepared by or for the Government of Indonesia or as part of the regular work of an Indonesian institution. A few are pre-publication versions. They were obtained by Gloria Davis as background for her work on Indonesia.

In a few cases Gloria Davis obtained part of a series of reports in English and part in Bahasa; see, for example, the Survey Agro Ekonomi where working papers 8, 9 and 11 are English and the rest of the seriesis in Bahasa. Similarly, the early monitoring reports of the Baturaja and Way Abung monitoring by Institut Pertanian Bogor are in English, but the draft final reports are in Bahasa.

Indonesia projects file

In addition to the large program review of the Indonesia transmigration projects and the later review of the entire transmigration sector, Gloria Davis was involved with or closely followed other projects in Indonesia. This series consists of files on the Second Swamp Reclamation project, a Transmigration Income Survey project, the UN Development Program's Bank-funded Transmigration Management and Monitoring Service Project, and UN Food and Agriculture Organization/World Food Program projects. The files include correspondence, reports, survey forms, drafts, copies of contracts, and work plans.

The three files on the UNDP program are helpful to understand the background of the monitoring service. By 1979 the Bank and other funders were concerned that the transmigration project had grown beyond the capacities of the Government of Indonesia's current management structure. The Bank agreed that the Government could use $2 million of the funds already lent to the Government to establish a monitoring project; UNDP provided a grant of $1.5 million; and the Government of Indonesia made a contribution, all of which funds would be administered by UNDP which would contract with a management firm to provide assistance to the Junior Minister of Transmigration to improve the management of the overall transmigration program and to assist in establishing procedures and training for the staff and establish a system for monitoring and evaluating the development of and benefits of the Transmigration II project. In 1980 the firm of Resources Management, International, was awarded the contract. Gloria Davis was involved in the negotiations for the monitoring program, and reports on the program are found in her file of project and research reports and other correspondence on the monitoring project is found in the correspondence file.

Records of sub-committees, task forces, and working groups

During its first years, the Development Committee created subordinate bodies to help manage the Committee itself (the Sub-committee on Administration) and to investigate issues and propose positions (task forces and working groups). In 1979 the Committee decide to abolish working groups, but task forces with a specific limited task and duration might still be established. Thereafter the Committee created task forces rarely, choosing instead to handle most matters within the Secretariat and the Committee.

An ad hoc working group on administration was established by the Committee chairman and met in Paris on 9 June 1975, to discuss the budget and organization of the Committee. This working group recommended the establishment of a sub-committee of the Development Committee, to be designated the Sub-committee on Administration, to consist of ten members to review the budget (see numbered Committee document DC/75-17). Although the sub-committee was intended to be a continuing body, it failed to gain acceptance and was terminated in 1978.

The Development Committee created task forces on private foreign investment (1979-1980), non-concessional flows (1980-1982), and concessional flows (1982-1985) and working groups on access to capital markets (1975-1978) and on development finance and policy (1977-1979). These bodies commissioned papers, held meetings and consultations, and prepared proposals for the Development Committee. The papers and proposals, prepared as numbered documents, provide important overviews of world economic mechanisms as of the beginning of the fourth quarter of the twentieth century. Of particular interest are records of a seminar held by the Working Group on access to capital markets in October of 1978. The seminar brought together representatives of developing countries and market operators and institutional investors, and the report of proceedings shows the divergent points of view current at that time.

Administrative files

The series consists of subject files covering the operations of the Committee on a day-to-day basis. These include records of meetings of the Committee President with various members, with the President of the Bank and the Managing Director of the International Monetary Fund (the three together are known as the Troika), and with the Intergovernmental Group of Twenty-Four on International Monetary Affairs. There are records of administrative matters such as governance and membership, budgets, work programs,and correspondence with other multi-lateral international development agencies. Other files contain information on topics of interest to the Committee, such as health, environment, and debt issues, while still others are speeches, general correspondence, and the publication of a pamphlet for the tenth anniversary of the Committee.

When this series was in active use, it was the heart of the Development Committee secretariat operations, according to former Executive Secretary Peter Mountfield. It is an essential resource for understanding the scope and operations of the Development Committee during its first two decades.

Meeting and Numbered Committee Document File

This series consists of both the administrative files on each meeting and the numbered Committee documents of the meeting; that is, it is a combination of the records found in (WB IBRD/IDA DC-02) and Meeting files (WB IBRD/IDA DC-03).

EDI Task Force Secretary's records

This series consists of records related to the research and consultation undertaken by the task force. This includes the reports on consultations; some items relating to EDI and its programs that pre-date the task force (including a copy of the Bank's 1976 EDI/20 : Memoir of a Fellowship); memoranda to and from the task force members; interim reports; drafts; and a copy of the final report to the Board.

Bretton Woods 50th Anniversary Conference records

This series consists of records pertaining to the Bretton Woods 50th Anniversary Conference held in Madrid, September 29-30, 1994. Included are materials relating to participants and invitations, official documents, travel, conference arrangements, meetings with other groups, speakers and schedules, and other topics concerned with conference organization.

Governance Task Force Chair's records

This series consists of records related to the study of governance maintained by K. Sarwar Lateef, chair of the Governance Task Force. Included are inputs about governance submitted by regional officers; the task force's working drafts, comments on drafts, and final versions of the "Managing Development: The Governance Dimension" discussion paper; and notes on the task force's presentation to the Board of Directors in June 1991. Also included are chronological files of governance-related correspondence to and from Lateef, some of which were created in 1992, after the Governance Task Force had been disbanded.

Central files

  • WB IBRD/IDA CGIAR-4177S
  • Serie
  • 1972 - 1987 (predominant)

This series is the key record of the first fifteen years of the history of CGIAR. All of the efforts to create the organization are documented, as are the general meetings held once or twice a year, the CGIAR staff liaison with the members and donors, the work of the Technical Advisory Committee (as the Science Council was called during those years), and the periodic reviews of the CGIAR program.

Other important records in the series are those in file category G, records of the international agricultural research centers. A set of files exists for each center, containing correspondence with and about the center, records of periodic reviews, appointments, projects and work plans, budgets and financing, and publications. These are an excellent source for the history of agricultural research and the choices made to support or not support a particular research emphasis. Files also exist on associated centers and programs that were not part of the core institutions supported by CGIAR. These files are not as extensive as those relating to the CGIAR centers, but they contain useful information on institutions such as the International Soybean Resource Base (INTSOY) and the International Agricultural Development Services (IADS).

Also included in the series are speeches, addresses and outgoing memos and letters of S. Shahid Husain as Chairman of CGIAR, 1984 - 1987.

Communications with financial and business community

Series consists of records relating to communications with those members of the business and financial community that might support, invest in, or seek information about the Bank. These include financial institutions such as regional banks and the Federal Reserve district banks as well as the financial editors of newspapers. Most of the series is comprised of records belonging to William Bennett, the Bank's Financial Relations Advisor within the Information and Public Affairs Department (IPA) from 1949 to 1978. Bennett came to the Bank in 1949 as a Financial Editor on loan from the New York Herald Tribune to help publicize the Bank and assist with the rating services assessing the quality of the Bank's securities. That same year he was offered a full-time position and would remain with the Bank in IPA until 1978.

Records include the chronological files and "Loan Books" of William Bennett related to Bank operations from 1947 to 1971 and Bank bond issues from 1947 to 1965. Records consist of: press releases; statement of loans and credits; official memoranda; correspondence with various city and national newspapers; internal memoranda with other Bank staff members; and articles and speeches. "Loan Books" cover the dates from 1954 to 1971 and relate to the lending operations of the International Bank for Reconstruction and Development (IBRD), International Development Agency (IDA), and International Finance Corporation (IFC). Loan Books include current lists of country assignments, summaries of loan amounts, monthly operational summaries, and notices of significant decisions and loan approvals.

This series also contains Bennett's collection of published articles authored by Bank staff and externally. Articles relate to the World Bank and Bank-funded projects. Topics include the history of the Bank, international economic situation predominantly from the 1950s through the 1960s, the Bank's role in the economy, and description of Bank projects. Articles are in a variety of languages and appear in a variety of scholarly, specialized, and popular publications. Many of the articles are authored by Bank officials including Presidents John McCloy, Eugene Black, and George Woods. William Bennett also authored some of the articles. Articles often include typescript drafts as well as the published versions. The articles are in various formats, including pamphlets, clippings, and portions of magazines. These records date from 1946 through 1977.

Reference materials related to foreign and international bonds and equities for the years 1972 to 1976 are also included. Records include summaries of foreign and international bonds in multiple formats covering various annual and quarterly periods. Summaries of ammortization are also included.

This series contains records dating from 1965 to 1977 that relate to information seminars sponsored by the Bank offered to economic and financial experts. The purpose of the seminars was to explain the Bank's mission and operations. These experts included high ranking banking officials, retirement and pension fund operators, state level financial leaders, and prominent business leaders. The series includes guest lists, acceptances and regrets correspondence, memoranda on event plans between EXC and EXT, and correspondence related to participation at past and future seminars. Formal event programs and dinner menus are also included.

Documentation of institutional meetings, press conferences, and other events

  • WB IBRD/IDA EXT-12
  • Serie
  • 1954 - 2010 (predominant 1972 - 2005)

Series contains sound recordings and videos created by External Relations and its predecessor units documenting World Bank meetings and other events organized, sponsored, or attended by Bank units. The series primarily contains audio reels of Annual Meeting speeches by Bank Presidents, Governors and world leaders as well as various Annual Meetings sessions. These materials date from 1954 to 1999. Records from Annual Meetings from the years 1955, 1961, 1964 and 1967 are missing from this series. Audio reelsof consultative group, consortia, and aid meetings, from 1965 to 1980, are also included.

The series also contains a collection of recorded speeches, press conferences, and interviews, primarily of Bank Presidents but also featuring other Bank staff. These audio reels cover the period 1956 to 1987. Speeches given by President McNamara are the most common, but Presidents Clausen, Conable, Woods, and Black also appear in the recordings. There are audio reels recording President Black's television addressto the National Farm Institute in 1956 and a press conference in April 1957.

Other sound recordings consist of speeches given by various Bank staff, including Vice President Robert L. Garner, at conferences, seminars, and other forums, audio reels relating to the Orangi Pilot Project in Pakistan which was launched in 1980, and audio cassettes of various Bank press conferences from 1997 to 1999.

Videos included in this series contain Bank Presidents' speeches, addresses, press conferences, and interviews covering the period 1985 to 2010 but are predominantly from President Wolfensohn's tenure from 1995 to 2005. Videos include: speeches and press conferences at Annual Meetings by Presidents Conable, Preston, Wolfensohn, Wolfowitz and Zoellick; World Development Report (WDR) press conferences; town halls; President Wolfensohn's speeches and addresses given at high-level meetings, conferences, or trips to countries; and international media interviews of Bank presidents. Other videos document interviews with other World Bank staff. A small number of videos relate to orientation for new staff (1988) and proceedings of meetings such as Second Africa Regional Workshop on Harmonization, Alignment and Results for Development Effectiveness (2004), and the Annual Bank Conference on Development Economics (ABCDE) in 2006.

Minutes and other Loan Committee records of the Chairman (Ernest Stern)

  • WB IBRD/IDA LC-05
  • Serie
  • February 1993 - January 1995

This series consists of Loan Committee records that were maintained in the office of the Chairman, Ernest Stern. A typical file contains the Initiating Memorandum (IM), comments regarding the IM from committee members, memoranda suggesting agenda topics, minutes and amendments to minutes of Loan Committee meetings, and memoranda and notes from Stern.

Annual Reviews and Annual Reports

The series consists of records created and received by the Directors, Operation Evaluation Department (OEDDR), and the Directors-General, Operations Evaluation (DGO), which relate to the creation of Annual Reviews of OED evaluations as well as Annual Reports on Operations Evaluation (AROE).

In September 1975, the Operations Evaluation Department (OED) began issuing a report known as the Annual Review of Project Performance Audit Results (ARPPARs) as a means of disseminating the results of the project performance audits it conducted. This review presented in summary the major findings of the audit reports for completed projects and the Bank's response to them. The findings of the ARPPARs were discussed by the Executive Board's Joint Audit Committee (JAC) and JAC's findings were then reviewed by the full Board. By July 1981, a selective system of performance auditing was implemented in OED in keeping with the increase in the number of projects funded. In 1986, the report was renamed the Annual Review of Project Performance Results (ARPPR), and by 1989, the ARPPR was replaced by the Annual Review of Evaluation Results (ARER) which provided a comprehensive summary of evaluation findings. By 1997, the name of the report had changed once again to the Annual Review of Development Effectiveness (ARDE). In the ARDE, OED used the outcomes of evaluations of completed operations to provide a longer view of performance trends. Records in this series that relate to these types of Annual Reviews include drafts, correspondence, memoranda, press releases, comments, and meeting minutes.

The first Annual Report on Operations Evaluation (AROE) covering the period July 1975 - June 1976 was published in October 1976. The main purpose of the report was to indicate the status of evaluation work in the Bank and to comment on the main findings of evaluation activities. Subsequent reports reviewed the independent evaluation work performed within OED and the self-evaluation conducted by the Bank's operating departments (for example, the AROE for 1985 covered OED evaluation activities and evaluations conducted within the International Finance Corporation [IFC], the Economic Development Institute [EDI], and the Bank's economics and research staff). The format of the AROE was determined by the DGO and the plan for developing the report was made in consultation with OED. Drafts of the report were circulated to Bank managers for comments and the final version was submitted to JAC for consideration by the Bank's Board of Executive Directors in conjunction with JAC's own report on evaluation and the ARPPAR (later ARER and ARDE). Records in this series that relate to the creation of AROEs include correspondence, memoranda, initiating notes and outlines, drafts, comments, and meeting minutes.

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