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Records of Temporary Committees, Commissions, and Boards

  • WB IBRD/IDA COM
  • Fonds
  • 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

Memoranda, notes, and press articles

This series contains various record types: draft memos; correspondence (e.g., from Clark to World Bank President George D. Woods; from Lars J. Lind to Clark); drafts of speeches; press articles; notes on meetings and conversations (e.g., Clark?s notes on his conversation with Willy Brandt and Egon Bahr on January 18, 1977; Clark?s notes on McNamara?s conversation with Willy Brandt on March 7, 1979); drafts of professional memoir; a survey on major international conferences and resolutions on development issues in the 1970s; a press release about the ?Delhi Announcement on Brandt Commission;? a copy of Willy Brandt?s opening address on December 9, 1977; and many more. Records in this series cover a broad range of topics, including Clark?s travel schedule between 1968 and 1980; Clark?s thoughts on the type of job he wanted to do at the World Bank Group (e.g., to be involved in discussions about the future of the Indian Consortium); Clark?s notes on World Bank policies; relations with the United Nations; development issues; public support strategies for the Bank Group; the Pearson and Brandt Commissions that studied development issues during the McNamara years; Clark's and McNamara's appointment to the World Bank; and the development of Clark's memoirs.

Personal Papers of William Donaldson Clark

  • WB IBRD/IDA CLARK
  • Fonds
  • 1966 - 1985 (predominant 1966 -1980)

This fonds created and/or maintained by William Clark during his employment at the World Bank Group, contains memoranda, notes, and press articles. The contents of this collection relate to Clark?s and President Robert S. McNamara?s appointment to the Bank Group, McNamara's President's Council, the Brandt Commission, the United Nations Conference on Trade and Development (UNCTAD), and other topics prominent during this period. Records also include Clark's notes on his involvement with the Suez Crisis whileserving as the public relations adviser to the Prime Minister of Great Britain Sir Anthony Eden.

Clark, William

International Agricultural Research Centers (IARC) reports

Series consists of records created by the CGIAR's International Agricultural Research Centers (IARC) and which relate to their financial, operational, and reporting responsibilities. The series includes records from two IARCs: the International Livestock Centre for Africa (ILCA), based in Ethiopia, and the International Laboratory for Research on Animal Diseases (ILRAD), based in Kenya. In 1994, the two programs merged to form the International Livestock Research Institute (ILRI) which based itself in Kenya.

ILCA records include: materials related to the origins of the ILCA, including a report entitled Final Report of the Initial Stage of the Proposal for the Establishment of the International Livestock Centre for Africa (ILCA) (1975); conference materials, including conference papers; ILCA authored and commissioned reports; annual reports (1981-1994); the ILCA Staff Regulations and Rules (January, 1980); reports related to long term planning and strategies; ILCA Board of Trustees meeting agendas, minutes, and supporting material; ILCA Board of Trustees Handbook (undated) and Rules of Procedure (1983); financial statements, budget statements, Auditors' Report and Accounts reports (1975-1987), and Programme and Budget reports (1975-1988); board appointments records; the ILCA Bulletin (1978-1989); the ILCA Newsletter (1982-1991); other related newsletters; external management reviews; ILCA Directors' statements; and International Centers Week (ICW) presentations.

ILRAD records include: ILCA authored reports; Programme and Budget reports (1974-1986); annual reports (1980, 1986-1994) and Annual Scientific Reports (1987-1993); board appointments records; reports related to medium and long term planning; annual accounts (1974-1988); minutes of the first meeting of the ILRAD Board of Trustees (November 26-27, 1973); external management reviews; and financial statements and audit reports.

Central files

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.

Compact International Agricultural Research Library project files

In the late 1980s the Consultative Group on International Agricultural Research became interested in finding a means to distribute current agricultural research information more effectively. The Group contracted for a study of the issue and then contracted for a prototype of a CD-ROM publication and distribution system. Following the production and evaluation of the prototype, a full-scale CD-ROM publication was initiated, containing publications from nineteen international agricultural research centers plus the Ford and Rockefeller Foundations. The final CD-ROM set, called the Compact International Agricultural Research Library - Basic Retrospective Set (CIARL-BRS), was a single master disc that contained the catalogue and synopticon records and sixteen text-image discs that contained the documents from the centers. They were accompanied by a paper A-Z Reference Guide in English, French, and Spanish, and a Tutorial Guide.

This series consists of the background records of the project; the contracts with each center for use of its publications; contracts for the studies, the production of the CD-ROMs, and the translations of the paper publications; record of the preparation of the paper publications and master copies of them; correspondence with the evaluation sites and the advisory committee; and records related to the marketing of the final CD-ROM set. The records are essential to understand the authorized uses of the publications from the centers.

The records reflect CGIAR's effort to preserve and disseminate the bountiful research information that was being produced by the centers. As an early CD-ROM project, it also provides a miniature study of the developmental steps that were required; for example, the project had not intended to create a paper Tutorial, but the users had difficulty with the unfamiliar CD-ROM technology so a Tutorial was devised. While the project staff hoped that the CIARL-BRS would be the first of many editions of the CD-ROM, website technology soon replaced CD-ROMs for CGIAR distribution purposes and no further editions were produced.

Publications of international agricultural research centers

This series contains publications acquired from international agricultural research centers for the CGIAR CD-ROM publication project Compact International Agricultural Research Library - Basic Retrospective Set (CIARL - BRS). A few publications from the Rockefeller and Ford Foundations, which provide important support for the centers, also are included. Not all of the publications in this series ultimately were reproduced on the CD-ROM.

The purpose of the CD-ROM publication was to provide a resource on agriculture for developing countries. CGIAR solicited the publications from the research centers, the centers made the first selection on relevance to the purpose of the publication, and the CGIAR project staff made the final determinations.

The publications selected include guidelines, instructional manuals, studies, handbook, directories, monographs, annual reports, and proceedings of internal symposia and workshops, among others. Duplicate copies of some of these publications are found in the CGIAR Central Files, particularly in file categories G and H. The publications reflect the state-of-the art of agricultural research at the time they were published. Taken together with the Central Files, they illuminate the research emphases of the centers, showing changing attitudes toward, for example, environmental issues, small farmers, and various species of plants and animals. The series as a whole provides a worldwide overview of agricultural research.

Chairman's chronological correspondence files

Series consists of chronological correspondence files of CGIAR Chairman Ismail Serageldin. Records provide evidence of fund-raising, communications, and public relations activities as well as activities related to CGIAR organizational and committee management. The majority of the records in this series are copies of the Chairman's outgoing mail. Letters are addressed to CGIAR member and potential member representatives (primarily ambassadors and agriculture ministers), CGIAR committees, International Agricultural Research Centers (IARC), and other agricultural research institutes and universities. Topics of correspondence include CGIAR membership, fund-raising and donations, meetings, CGIAR projects and initiatives, committee nominations and appointments, the Chairman's travel and visitation, conference attendance, speaking engagements, and IARC research, funding, and management.

United States Agency for International Development (USAID) CGIAR files

The series consists of records created and collected by the Associate Director (Research), Office of Agriculture, Technical Advisory Bureau, of the US Agency for International Development (USAID). The majority of the records relate to the first five years of the CGIAR. The series contains two types of files: chronological correspondence files and files relating to specific meetings and conferences.

The correspondence files are exclusively related to communication between USAID and the CGIAR Secretariat. Subjects of the correspondence include: International Agricultural Research Centers (IARC) appraisal, IARC financial practices and policy, and deliberations on and accounting of USAID funding. Records include: CGIAR meeting summary of proceedings; reports authored by the CGIAR's Technical Advisory Committee (TAC); CGIAR reports and records distributed to member countries for informational purposes; and materials related to International Centers Week (ICW). A small amount of correspondence sent within USAID departments on the topic of the CGIAR is also included in these files.

The majority of records relating to meeting or conference attendance relate to CGIAR's annual ICW meetings. A number of other USAID-CGIAR meetings are represented as are meetings of the CGIAR North American donors. Further, meetings relating to agricultural research that do not directly involve CGIAR but which are attended by USAID representatives are also present in small number. Records relating to meetings or conferences attended by USAID representatives include meeting agendas, minutes, summary of proceedings, and supporting documents. Also included are meeting and conference summaries authored by USAID attendees as part of their reporting responsibilities. A small number of Action Memoranda composed in response to issues raised and the subsequent need for deliberation are also included.

CGIAR's International Agricultural Research Centers (IARC) general files

The series consists of records created and received by the CGIAR Secretariat as a result of its ongoing relationship with the International Agricultural Research Centers (IARC). The series contains records relating to three of the IARCs: the International Livestock Centre for Africa (ILCA), the International Laboratory for Research on Animal Diseases (ILRAD), and the International Network for the Improvement of Banana and Plantain (INIBAP). These IARCs no longer exist; in 1994, INIBAP was absorbed into theInternational Plant Genetic Resources Institute (IPGRI, renamed Bioversity International in 2006) and, in the same year, the ILAC and ILRAD merged and formed the International Livestock Research Institute (ILRI).

Records related to the ILRAD include: correspondence between the CGIAR Chairman and ILRAD; schedule of the Chairman's visit to ILRAD and other IARCs; position search and announcements; ILRAD Board of Directors annual meeting agenda (1989); correspondence and announcements concerning funding disbursements; external reviews; survey of ILRAD board members; Director General's report to the ILRAD Board of Directors (1990); and other materials.

Records related to ILCA include: correspondence between the CGIAR Chairman and ILCA; schedule of the Chairman's visit to ILCA and other IARCs; ILCA newsletters; ILCA Board of Trustees meeting minutes; ILCA Board orientation program materials; correspondence and announcements concerning funding disbursements; external reviews; ILCA board member surveys; an ILCA-authored paper entitled Management Information Requirements at ILCA: A Discussion Paper (1987); annual meeting and other committee meeting minutes; and other materials.

Records related to INIBAP include: correspondence between the CGIAR Chairman and INIBAP; INIBAP strategy document (1991); International Musa Testing Program materials; collaborative research agreements; INIBAP workshop materials; program committee reports; position search and announcements; INIBAP program surveys; Board of Trustees meeting minutes; Donor Support Group meeting minutes and supporting materials; budget proposal (1992); an initial offer of support by the CGIAR Chairman to INIBAP (21 November, 1990) and related materials; external reviews; and other materials. Records related to INIBAP's absorption into INGRI are also contained in this series. These include: records from the 1993 meeting in which the incorporation of INIBAP and INGRI was discussed and the Memorandum of Understanding between INIBAP and INGRI.

Committee of Center Board Chairpersons (CBC) meeting files

The series primarily consists of CBC meeting agendas, minutes, and supporting materials for meetings held between 1987 and 1991. Included with the materials for the CBC meeting held on October 25 and 26, 1990, is an attachment entitled CBC Corporate Memory which includes a summary of CBC meetings and meeting activities, subjects, and decisions for meetings held between 1985 and 1990.

The series also contains records related to Board surveys conducted by two of the International Agricultural Research Centers (IARC) represented on the CDC: the International Institute of Tropical Agriculture (IITA) and the International Livestock Centre for Africa (ILCA). A small amount of other informational material is also included.

Center Directors Committee (CDC) meeting and informational files

The series consists of records that evidence the relationship between the CGIAR Secretariat and the International Agricultural Research Centers' (IARC) Directors and the Center Directors Committee (CDC). The majority of the records in the series are informational reports and other materials forwarded, most commonly, by the CGIAR Executive Secretary to CDC members. These records include topical reports, CGIAR-authored reports, CGIAR-related external publications, and CGIAR project and initiative updates. Some records also relate to the recruitment of new CGIAR members/donors. Series also consist of reports authored by the CDC or CDC members as well as a small amount of CDC meeting agendas and minutes.

Third System Review

The series consists of records related to CGIAR's Third System Review conducted in 1996-1998. The Review's purpose was to assess the role, relevance and future directions of the CGIAR System and make recommendations for improving its overall effectiveness. Its focus included, but was not limited to:

  • Mission and strategy: mission, scientific orientation, goals, principal activities, priorities, and strategies of the System

  • Governance and finance: roles and responsibilities of System-wide units, System-level management processes (priority setting, resource allocation, evaluation); funding modalities

  • Operational effectiveness: quality, relevance, and efficiency of the science practiced by the centers; partnerships; structural considerations.

The Review was conducted by an external panel which was supported by separate Working Groups and facilitated by a secretariat. The series contains Review Panel meeting minutes along with extensive background readings and other supporting materials. Indexes for meeting-related materials are included. Series also contains correspondence related to the System Review. Correspondence relates to the selection of Panel and Working Group members as well as meeting and conference planning and requests for comments on Review-generated reports. The series also contains a file of reports commissioned by the Review Panel as well reports created or collected by the Panel. Finally, the series contains a copy of the Review's final report, The International Research Partnership forFood Security and Sustainable Agriculture, dated October 8, 1998. A draft of the final paper by the Specialist Panel on Governance and Finance (August 24, 1998) is also included.

Video recordings

The annual meeting of the CGIAR sponsors and centers is routinely videotaped. Normally these tapes are destroyed once the verbatim transcript of the meeting is produced. For especially significant meetings, however, the videotapes are preserved; the two meetings that fall into this category are the Ministerial level meeting on CGIAR reform and renewal held in Lucerne, Switzerland, in February 1995, and the twenty-fifth anniversary meeting held in 1996. The twenty-fifth anniversary program was taped in full, including sessions, panel discussions, a parallel session on genetics resources conservation, exhibitions, and the concluding press conference.

On the occasion of its twenty-fifth anniversary, CGIAR taped a number of interviews with individuals important in its history, both persons who worked at CGIAR and international agricultural scientists. It also produced videos titled CGIAR: The first 25 years and Serving the world through science: An introduction to the CGIAR. In the process it shot and acquired both stock footage of its operations, particularly in Ethiopia, and finished productions on topics ranging from rice to farming in Rwanda.

A few other videotaped interviews, speeches, and press conferences have been retained, including interviews with Nobel Prize winner Norman Borlaug, several speeches by CGIAR chairman Ismail Serageldin, and footage of the mid-term meeting in New Delhi in 1994.

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

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

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

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

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

Consultative Group on International Agricultural Research

Records of the Consultative Group on Food Production & Investment in Developing Countries

  • WB IBRD/IDA CGFP
  • Fonds
  • 1975 - 1978

The records of the Consultative Group are of three types: the records of the four meetings of the Group, the correspondence of the secretariat, and the files on the projects sponsored by the Group.

Read together, the records of the meetings and the correspondence provide a miniature study of the difficulties of international cooperation in the middle of the Cold War. The Consultative Group was organized by the World Bank, the Food and Agriculture Organization, and the United Nations Development Program, each of whom had a slightly different view of the mission of the Group. Shortly after the Group began its work, the United Nations slightly changed the charge to the Group; the United States, which had been the original sponsor of the idea of a Consultative Group, grew disenchanted; the Soviet bloc nations were not represented on the Group; uncertainly over the intentions of the OPEC nations in supporting food production grew; while tensions between food importing nations and food exporting nations hovered over debates. Add to this an injunction to the secretariat to coordinate but not to operate programs, all the while serving three masters at once, and the Group was probably doomed from the start. All of these topics can be researched in the records.

The project files are primarily those of national food plans. The Group's principal effort was to assess the food needs to be met in a specific country as far as food supply and related investments are concerned. It worked out a model for a national food plan, and plans were attempted by Bangladesh, Haiti, Honduras, Senegal, Sudan, and Upper Volta. Any researcher interested in the history of food production and consumption in those countries will find a baseline in these files. In addition, the Group commissioned a report on water resources development in the Narmada River basin of India for irrigation agriculture, and the report is in the files.

Consultative Group on Food Production and Investment in Developing Countries

Resource Mobilization

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

Records of the VP Front Office

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

Budget and planning

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

Records of Cofinancing directors, advisers, and staff

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

Operational cofinancing support

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

Cofinancing conferences, seminars, and training workshops

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

Cofinancing arrangement and administration

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

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

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

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

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

Cofinancing policy development and research

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

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

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

IDA replenishment administration

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

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

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

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

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

IDA country strategy development and advisement

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

Third Window feasibility, projections, and analysis

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

Trust fund program management and support

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

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

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

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

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

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

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

Resource Mobilization

Records of the Chief Financial Officer

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

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

Records of the Finance VPs and CFO

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

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

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

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

Records of the Front Office directors and advisers

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

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

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

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

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

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

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

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

Budget and planning

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

Managing Committee records

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

Finance Complex Central Files

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

Chief Financial Officer

Subject Files of the Fisheries Program

This small series consists of the subject files of the fishery program. The records include memoranda, correspondence, mission reports and reports of meetings, policy papers, and drafts of papers. The files seem to have been created during the period when an aquaculture study was undertaken by the Bank. The file Banque Mondial includes the terms of reference for an aquaculture study and notes and reports of meetings on fisheries.

Most of the files relate to meetings, a few within the Bank but mostly international meetings, and information about fisheries studies undertaken by other organizations. Some files relate to a World Bank mission to Chile, Peru, and Ecuador to study international fisheries research, including background information and mission reports. A file on the advisory committee for a study of international fisheries research, undertaken by the World Bank, the Food and Agriculture Organization, the United Nations Development Program, and the Commission of European Communities, includes notes on the issues raised in the committee.

The records provide an overview of international cooperation on fisheries research at the beginning of the 1990s. Although small, these files provide useful explanatory material on the setting of international priorities on fisheries research.

Subject Files of the Forestry Program

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.

Conference and seminar files of irrigation engineering advisor

The series has two parts: records of the annual water seminars 1985 - 1994 and records of the water study tours 1976, 1987, 1991, and 1993. The records are the files of Herve L. Plusquellec, the irrigation engineering adviser in the Agriculture and Rural Development Department who was the organizer of the conferences.

In January 1985 the Agriculture and Rural Development Department started an annual seminar on irrigation and drainage. At that time irrigation was the largest component in the Bank's investment portfolio, and the Department believed it was the Bank's most stable and successful program in agriculture. The seminar was for Bank staff, and both Bank staff and external experts spoke. Only the Department director's speech to the seminar and the background papers exist from the first seminar. Thereafter the files include agendas, participant lists, a few administrative items and handwritten notes, speeches, and background materials. The papers and background readings include both broad topics (for example, A second look at irrigation development in the seventh annual seminar or Tradable water rights and water markets: Issues in the ninth) and case studies on a variety of countries and projects. In 1993 the annual seminar was retitled Water Resources Management Seminar, reflecting the breadth of issues the seminar had come to consider during its nine previous sessions. The last file is on the seminar of December 1994. The file for the sixth annual seminar is missing.

In 1976 the Bank sent a study tour mission of Bank staff to the southwestern and western United States to look at irrigation and agriculture projects and practices. In 1987 the Bank organized an irrigation study tour to Mexico and Arizona. This was followed by irrigation study tours to China in 1991 and to Mexico and Spain in 1993. The records include agendas, administrative correspondence, notes, lists of participants, and final reports of the missions.

Anyone researching water issues, whether irrigation, drainage, water supply, sanitation or water engineering, will find in these records the best contemporary information, both within the Bank and in the larger development community. In addition, researchers interested in the development of the Banks water policy will find these files an important source of information.

Subject files of the Office of the Director of the Economics and Policy Division

This series consists of the alphabetical subject files, A C, of the Economics and Policy Division. The records include memoranda, letters, reports, policy papers, numbered research proposals, and speeches, but primarily consist of drafts (some annotated) of papers and book chapters. A range of agricultural development issues are covered, such as credit and rural finance, price policies, technological innovation, and trade. The records include discussions of the Division's methods and techniques of analysis, the quality of its work and ways to improve it, and the relationship of the Division's work to the country-based work carried out in the Bank's regional offices. A few files deal with computers and their use by the Division for economic modeling and organizing economic reference data, and a few others are on conferences that members of the Division attended.

Eleven files are coded with a Research Project Output (RPO) code number, which was assigned to projects throughout the Bank by the Development Economics department. However, another four such RPO coded files, listed on the original transfer to the archives, are not among these records and probably were returned to the Agriculture and Rural Development Sector after the initial transfer of the records to the archives in 1989. One research project, RPO 671 42, on agricultural prices and subsidies, is a broad study of many countries and their pricing policies, while others are on the pricing policy of a single country (Turkey in RPO 672 78, for example) or a single topic (agriculture technology and innovation in RPO 671 44).

The correspondence is mostly that of Graham Donaldson, who was chief of the division between 1977 and 1984, but a few correspondence files postdate his tenure. Also included is a set of files on agriculture and credit that seem to be those of J. D. Von Pischke, and a file labeled Agricultural development. Reports is for the most part the speeches of Montague Yudelman.

The principal value of these records for research is the view that the records provide of the process of research and policy paper development within the Division. Some material on particular countries is found in the records, including India, the Philippines, Somalia, Sri Lanka, Yugoslavia, Senegal, Mexico, and Indonesia, much of which has probably subsequently been published. A report on the World Food Program contractual study of agricultural development in Korea is in the file Agricultural development. Reports.

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).

UNDP project administration

Series consists of records related to UNDP projects for which the Agriculture and Rural Development Department (AGR) was the executing agency. Projects date from between 1977 and 1992. Records relate to project planning, project budgeting and review, workshop planning, and hiring and management of consultants. Records primarily consist of correspondence between AGR staff and UNDP staff, country representatives, consultants, and other Bank staff. Other records include Project Documents, Preparatory Assistance Documents, copies of contracts, Terms of Reference, back-to-office reports, and reports.

Also contained are budget revision records for UNDP projects dating from 1986 to 1992. Records date from 1992 to 1998. Revisions consist of originals, signed by both the World Bank and the UNDP, and are unattached to any other records. However, some of the records are attached to correspondence to or from the UNDP or to the Bank's Legal Department (LEG) or Controller (CTR). A small number of complete project contracts are also included.

Chronological files

The series consists of records created by the Agriculture and Rural Development Department (AGR) and its subordinate divisions and units for the years 1978 to 1987. The series also includes records for AGR's successor, the Agriculture, Technology and Natural Resources Department (AGR) for years 1992 and 1995.

The records of AGR from 1978 to 1987 are similar to those of its successor. The records consist almost exclusively of correspondence. A significant amount of the records relates to Bank projects andthe Department's role in their design, preparation, support, and evaluation. Also included are records related to the writing and analysis of technical, research, and issues papers as well as country and sector policy papers by Department staff and Bank staff external to AGR. In some cases, a draft of the paper is included. Records in this series also relate to: budget and work planning; administration; conference and workshop planning and attendance; information exchange (primarily within the Bank); communications and liaison; grant and trust fund negotiation and allocation; CGIAR-related activities; staff missions (often in the form of Terms of Reference and back-to-office reports); and donor meetings.

As noted above (2.3 Archival history), it is likely that the records classification and file titling of the files in this series was done by IISC staff once individual pieces of correspondence were sent to the IISC for filing. Some of the records (approximately one third) were provided with subject- or function-based classification; these files are from May 1992, to July 1993, and are generally very small and in many instances contain only one or two pieces of correspondence. However, the subjects of the records they contain are indistinguishable from the rest of the files in this series which were titled 'Chronological file' and are considerably larger. The files titled 'Chronological file' are from May 1993 to December 1995.

Records of the Agriculture and Rural Development Sector

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

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

Agriculture and Rural Development Sector

Records of the Africa Regional Vice Presidency

  • WB IBRD/IDA AFR
  • Fonds
  • 1946-2010

The countries included in the Africa region (AFR) have remained constant throughout its history, with the exception being the removal of northern African countries (Egypt, Libya, Algeria, Tunisia, and Morocco) into the Europe and Middle East Department (EME) in 1965. These countries have since remained in regional units responsible for Middle East countries. Records related to operations in these countries are not included in this fonds.

This fonds has been provisionally arranged into 13 series. Sub-headings are used to break up the content of this field according to provisional series. For a complete list of the provisional series, see the "System of Arrangement" field.

Operational records

The majority of the records in this fonds are country operational records. The records in the "operational records" series broadly consist of project records relating to the negotiation and administration of loans as well as 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, 1997-2010) as well as the Economic Department (1946-1952), Technical Operations Department (TOD, 1952-1965), Projects Department (1965-1972) and regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2010). See the "Administrative history" field for a history of these units and their functions.

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

Records relating to all phases of the World Bank Project Cycle, from conception through negotiation and completion,are found here. Project records contained in this fonds were created by both the unit identified as the designated record keeping unit within the Region and, in smaller number, the regional units that provided project support. Included are records relating to not only completed projects but also to abandoned (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 the Bank and government officials, ambassadors, institutions, contractors, and consultants.

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

General country files are also included in the "operational records" series. These refer to correspondence (often in the form of chronological files), topical and subject files, and other records related to IBRD/IDA lending programs, other than those maintained for individual loans and credits. Records relate to economic, social, and sector work study, 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; 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, country 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; governance; public sector development; private sector development; and social development. General country file records take the form of correspondence, memoranda, minutes of meetings, notes for files, back-to-office reports, aide-memoires, briefing papers, and reports. Records relating to other analytical and advisory activities (AAA) and the related collection of data for these activities may also be included. These records may include research material in the form of surveys and spreadsheets and guides created or used for analysis or processing of data.

Country-specific records relating to country program management are also included in the "operational records" series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may relate to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; consultant reports on specific sector or project issues; meeting summaries and notes; and background materials used in the preparation of reports. 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. 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 documents 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 include common development sectors (agriculture, transportation, education, etc.) as they relate to specific countries as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation and economic situation; debt; cofinancing and trust funds; and natural resource management.

Regional operational records related to the Africa Region are also included in this fonds. Included are the records of projects or programs 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. Records relating to the Region's participation in interrelated development activities that have been aggregated into a coordinated development program are also included. These include, for example, the Onchocerciasis Control Programme and the Sub-Saharan Africa Transport Program (SSATP). The types of project-related records are similar to those described in the country operational records 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 also similar to the general operational records described above. However, records relate to either the region as a whole or to multi-country areas of the region.

Project auditing

Series contains records relating to the regular auditing of Bank-funded projects in the Africa region conducted by the Operational Quality and Knowledge (AFTQK) department within AFR. Records primarily contain audit reports produced by external firms but may also contain: correspondence; project appraisal documents; legal agreements; and implementation completion reports.

Departmental subject files, reference materials, and correspondence files

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

External aid coordination

Series consists of records relating to the development and implementation of strategies for cofinancing and other instances of aid coordination. 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 concerned organizations. Specifically, records may relate to: collaborative development assistance; Bank-sponsored seminars and conferences; cofinancing and trust funds; the Special Program for Assistance (SPA) in Africa; 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. Series also contains correspondence files of the Regional Cofinancing Advisor. Records were created while the position was held by Philip Birnham (1985 to 1995) and by Alison Rosenberg (1995 to 1998). The records relate to overall coordination of cofinancing forthe Africa Region and, specifically, to the Special Program of Assistance (SPA) for Africa.

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 Nigeria (1962), Sudan (1963), Ghana (sponsored by Bank from 1970 after participation under IMF sponsorship since 1967), East Africa (1968), Ethiopia (1971), Zaire - Democratic Republic of Congo (1971), Tanzania (1977), Uganda (1978), Zambia (1978), Mauritius (1980), Somalia (1983), Sao Tome and Principe (1984), Senegal (1984), Zambia (1984), Mauritania (1985), Gambia (1986), Madagascar (1986), Malawi (1986), Mozambique (1987), Guinea (1987), Zimbabwe (1992), Eritrea (1994), Sierra Leone (1994), Angola (1995), and Cote d'Ivoire (1995). Many of the consultative groups typically met bi-annually for several successive years or for longer than a decade such as Nigeria and Tanzania with Bank staff leading smaller sector or local consultative meetings in between the bi-annual group meetings. Files contain a large body of correspondence between the country department staff, the chairman who was typically the Area or Country Director for consultative groups, and donor members of the 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 Sudan and Nigeria 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 bySecretary's department or the Area or Country Department concerning meeting preparations, distribution of documents, or announcements about participants in attendance of the meetings.

There is also a smaller volume of files relating to donor meetings or investor conferences chaired by the department, and consultative meetings or roundtables chaired by other organizations outside of the Bank including Organization for Economic Development (OECD) and United Nations Development Program (UNDP) in which the Bank participated beginning in the early 1970s. These include (but are not limited to) Central African Republic, Burundi, Benin, Cape Verde, Sao Tome and Principe, Guinea-Bissau, Rwanda, Lesotho, Togo and Mali.

Participation in external working and policy groups, committees, and other organizations

Series consists of records related to AFR staff participation in committees, task forces, working and policy groups, and other organizations external to, but in some cases sponsored by, the World Bank. Many of these organizations focus on regional cooperation, development, and research, such as the Central African Customs and Economic Union (UDEAC), the West African Economic and Monetary Union (UEMOA), the Special Programme for Research and Training in Tropical Diseases (TDR), and the Global Coalition for Africa (GCA). Records may relate to administration, membership, and activities of organization, and the work or research undertaken or sponsored by the organization.

VP Subject files

Series contains records relating to a variety of activities of which the Office of the Africa Vice President are responsible or involved. These include: public relations; borrower feedback; VP reorganization; and VP unit evaluation and organization. The records include correspondence and internal memoranda related to the various activities, as well as country and thematic briefs and meeting materials. Records related to the Region's participation in and leadership of the joint World Bank-IMF Africa Club for staff are included. Asmall amount of audio visual material in the form of video and audio tapes are also included in this series. They include recordings of interviews, meetings, and social and cultural events. A small amount of records also relate to the visit of World Bank senior staff, including World Bank presidents, to African countries and meetings held with country leaders during these trips.

VP Correspondence

Series includes the chronological files of a number of AFR Vice Presidents, including: Vice President Edward Jaycox (1991-1996); jointly Jean-Louis Sarbib and Callisto Madavo (1996-1997, during which time the two shared the position of AFR Vice President); Gobind Nankani (2004-2007); and Obiageli Ezekwesili (2007-2008). Chronological files of the VP front office and individual front office staff are also included.

Series contains the "Commodity files" of Barend de Vries, Chief Economist for the Western Africa Department and Region between 1970 and 1975. Included are copies of memos and reports relating to international and regional production and pricing of various commodities. Also included are Bank produced reports on commodity trade and price trends and price forecasts as well as papers on population and family planning programs for Africa.

Departmental Communications and Support

Series relates to the activities of AFR departments asked, usually on an ad hoc basis, to respond to correspondence addressed to World Bank Group presidents, regional Vice Presidents, and other staff members.

Series also consistsof briefing books prepared for senior officials in preparation for visits to African countries as well as for participation in meetings, seminars, and speeches. Briefing books were created by AFR units including VP front office staff and were prepared for AFR senior officials as well as for other senior Bank staff including World Bank presidents and Executive Directors. These 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 is part of the briefing books. A small amount of photographs of dignitaries and bank senior officials documenting their visits to resident missions is also included.

Business plan and budget management records

Series includes records relating to the business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. These records include annual budget files created by the Region's budget and administrative units as well as Business Plans covering three-year periods and Retrospective and Mid-Year Reviews. Records relating to the budgets of country and technical departments are included primarily in the form of correspondence and budget reports and tools. Budget records created by the Regional VP, Country Departments, and the Regional Resource Management and Information Technology Department (AFTRM) are included.

Department directors' chronological files

Chronological files created and maintained by AFR country department directors and technical department directors are included in this series. These may include incoming and outgoing correspondence, copies of reports, and copies of other records created or received within the unit.

Procurement policy, assessment, review, and training

Series contains records related to the regional oversight of procurement for goods and services needed for operational work. Activities include the review and audit of procurement activities. Procurement audits and review evaluate: project preparation procedure with regard to procurement; internal regional procedures; country procurement practices; and other activities. Records also consist of correspondence and documents relating to the review of ongoing project procurement activities.

Records also consist of background correspondence and documents relating to the formulation of Country Procurement Assessment Reports (CPAR). Records related to procurement training activities are also included.

Management and oversight of unit functions

Records relating to the management and oversight of the Region's country and technical departments' functional responsibilities, work program, and policy development are included in this fonds. Topics may 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 may include: work program agreements and monthly reports; research program materials; various task force records including some final reports; unit reviews; management team meeting records; management retreats; records related to the 1987 and 1991 reorganizations of the operations complex and subsequent reorganization of the Technical Departments; and general correspondence.

Series also includes records maintained in the Region's front office relating to the activities and management of the Region's field offices. Records may include: correspondence; reports; Terms of Reference; establishment agreements; audit reports; and contracts. Records may relate to administrative matters such as: renovation; security; inventory; capital budget; audits; and local staff.

Africa Regional Vice Presidency

Finance files

The series consists of records related to the management of IBRD, IFC, and IDA funds that were maintained in the Central Files system. The records were predominantly created between 1946 and 1977, except for a single file dating to 1978. Records originated primarily in the Treasurer's Department and its divisions as well as the Office of the Controller that was initially established in the Administration Department in 1948. Records of the Office of the President and Office of the Vice President were also centralized until 1968 and there is some correspondence originating mainly from Presidents John McCloy, Eugene R. Black, and George D. Woods. The correspondence includes internal memoranda mostly between the Bank treasurer or controller and the president or vice president, as well as letters exchanged between these Bank offices and government and corporate bank officials. The records in this series cover the development and maintenance of accounts and accounting systems, reporting of financial information, management of investments, and advancement of overall financial policy of the World Bank Group. This series does not contain records of the World Bank units responsible for donor-based resource mobilization functions related to cofinancing and trust funds or program and budgeting.

The general subject files (1946 - 1974) comprising the series contain mostly internal memoranda to and from the treasurer and controller. Incoming and outgoing cables, draft and final Board of Executive Directors resolutions and reports, Financial Policy Committee reports, Advisory Council notes, data tables, Secretary's memorandum, and other records are also often found within the files. There are also files containing IBRD and IDA monthly financial statements (1946 - 1968) from the Treasurer's Department and a financial statement prepared by Price Waterhouse & Co. dated June 30, 1946 shortly after IBRD began operations. Bank press releases are also attached to some of the financial statements. Other financial statement files arein the form of memoranda regarding the translation, printing, and proofing of financial statements in other languages (1952 - 1969).

Also among the general subject files, capital stock records provide information about the Bank's earliest financial operations and policy decisions. These files contain mostly internal memoranda regarding various capital stock subscription issues such as calls for payment of subscriptions and delays in payment, enquiries about exchange rates, data regarding Bank and Fund member subscriptions and quotas, and procedures of payment with gold. Early records also relate to potential income of the Bank and establishment of the fiscal year. Memoranda is occasionally filed with: data tables such as a comparison of subscriptions or capital structure; excerpts of resolutions of Advisory Council or Board of Directors; draft circulars, some with handwritten annotations; final printed circulars and revised copies, such as the instruction to depositories on the establishment and maintenanceof accounts for IBRD; draft letter to government officials notifying of subscription payment written in June 1946 prior to the Bank's operations; draft and final first reports and second report (both dated May 1946) of the Committee on Capital appointed by the executive directors and chaired by Bank Treasurer Daniel Crena de Iongh; and the Committee on Interpretation 1946 report and note on interpretation of the Articles on Agreement.

Finance subject files also relate to general investment and pension fund investment management, also referred to as staff retirement plan (1948 - 1977), portfolio sales and participation (1972 - 1978), audits and appointment of auditors (1946 - 1974), and overdue service payments (1987). The investment files cover various matters including the development of policy and procedures, interpretation of the Articles of Agreement, and discussions and decisions about investment of Bank holdings in various countries, investment returns, the sale of gold, and audit of investments. Data tables occasionally filed with the memoranda detail schedules of investment securities, U.S. government bonds owned by IBRD, and other financial data.

A set of individual files for each IBRD account according to bank name (1946 - 1974) contains mostly correspondence relating to opening of accounts and policy regarding transactions. The earliest institutions represented in the files include the United States Federal Reserve Bank and American Security and Trust (from 1946), Bank for International Settlements (1947), Banque National Suisse (1948), Chase Manhattan Bank (1949).

IBRD general currency files (1946 - 1974) include correspondence and other material concerning local expenditure and local currency loans, devaluations of currencies on loans, convertibility, exchange rates and risks, repayment of non-dollar currency and supplying non-dollars under dollar loans, losses as a result of devaluation, maintenance of value, and Bank policy material on clauses in loan agreements and denomination. The series also contains currency files by country of origin (1951 - 1971), several which are thin in volume, and cover a variety of topics including currency proposals and problems, loan transactions, and revaluations. Correspondence is filed with financial data tables and forecast reports.

There is also correspondence and statements relating to time deposit investment accounts (1959 - 1972) held in various commercial banks. Files are arranged according to bank.

Records related to IFC finance include general accounts management arranged by bank (1956 - 1971), and time deposit files (1961 - 1971) also organized by bank name. Among the earliest account files (1956) are Federal Reserve Bank and American Security and Trust. Other files (1956 - 1971) relate to financial statements, investments, audits, forecast on income, interest on late payments, reserve against losses, stock options and equity holdings, consultants, and two files concerning borrowing (1969 - 1971).

IDA finance files contain correspondence and other records related to general accounts and opening of accounts by bank (1960 - 1977), several of which relate directly to transactions with the US Federal Reserve and depository statements (1960 - 1971). There are files related to financial statements (1961 - 1971) and related correspondence, time deposits (1960 - 1971), currencies (1960 - 1971), and audits (1961 - 1971). From 1972 to 1977 there are only files titled "Miscellaneous IDA" and a "general" file (1987) and these cover the various aforementioned subjects. There is also a small volume of records related to the fourth, fifth, and eighth IDA replenishments (1971 - 1977, 1987) originating mostly from the Controller and Legal Departments as well as the Office of the Vice President of Finance. Also included in the IDA files is a transcript of proceedings of the IDA meeting on criteria for country allocation of IDA resources, June 3, 1977.

Borrowing and bond issues

Series consists of records maintained in Central Files and semi-centralized filing stations that relate to the formation and management of the International Bank for Reconstruction and Development (IBRD) borrowing operations in international capital markets, between 1946 and 1974. The records detail the development of bonds, or debt securities, as a method of financing Bank lending operations, the marketing of bonds, and issuance of the first IBRD bonds and others that followed. The first two bond issues totaling $250 million were sold on the New York Stock Exchange on July 15, 1947. The first issue of bonds in a currency other than United States dollars was a Swiss franc private placement with the Bank for International Settlements (BIS) in 1948, and the first public bond offering outside of the United States was a sterling issue on the London market in 1951. Records in the series also cover the selling of securities from the early 1950s through 1974 in the capital markets mainly concentrated in Canada (first issue in 1952), western Europe, Japan, Kuwait, and other countries.

The records originated in the units whose files were centralized over a period of time and whom worked closely together on borrowing, including Treasurer's Department, Legal Department, Marketing Department based in the Bank's New York office, and Office of the Controller. Records of the Office of the President were also centralized until 1968 and there is correspondence originating mainly from Presidents John McCloy, Eugene R. Black, and George D. Woods.

General and background records

Bond records contain general correspondence files (1946 - 1968) and background material (1946 - 1947) related to the establishment of borrowing operations. Other general files in the series relate to matters concerning bond holders, quotations, inquiries, purchase contracts, printing, prospectus, cancellations, cremations, taxes, and other subjects. There is a smaller volume of files concerning a price study by G. Holzman regarding the sale and repurchase of securities (1947).

Borrowing records

A large volume of files relate to approvals for borrowing are arranged according to banking or financial institution and specific bond issue. Records are predominantly created from 1946, apart from a few files with background documents dated 1937 to 1945; these include copies of the United States Department of the Treasury regulations governing the destruction of United States securities. There are original incoming and outgoing letters, including letters of approval from Bank president or vice president to country ministers or central bank executives, and letters to and from Bank secretary and general counsel with country officials outlining proposed changes to related legislation. Correspondence between the Bank chief, Securities Division of Treasurer's Department and the chief, Accounting Division of Controller's Department to the banking institutions document the underwriting and offering arrangements with information about the percentage, account, details of purchase transaction, and any settlement of amounts. Correspondence is often filed with copies of country legislation regulating the trade of securities and terms, as well as receipts, cables, copies of certificates, draft and final Board resolutions authorizing proposed borrowings, handwritten notes, data tables, and external records such as the United States Security and Exchange Commission and US Treasury press releases. Internal memoranda periodically details the Bank's operations in the lending country, condition of markets, and summaries of Bank senior officials' visits to the country.

Bond issues

The series also contains a large volume of bond issue files arranged by country and specific issue. Several bond issue files are further arranged into 'general', 'printing', 'prospectus', 'purchase contracts', 'registration' and 'redemption'. Most of the records originated in the Treasurer's Department and Legal Department and relate to bond arrangements and transactions with international banking institutions and trust companies.

The general bond issue files mostly contain internal memoranda and letters that detail the proposed bond issues and terms of conditions for purchase, arrangements with international banks to list bonds on the stock exchanges and publish advertisements, regulatory and tax status of bonds, meetings with country officials, and other matters. Correspondence is often filed with: Bank press releases; draft and final Board resolutions detailing bond issues and attached purchase agreements, temporary stock certificate, and form of definitive bond (or coupon); memorandum of sale; and meeting summaries and minutes including those of the Staff Loan Committee. There are also copies of correspondence between the Bank president and country finance minister related to the approval for proposed borrowing. Certain bond issue files provide information about the relationship between the Bank and country, particularly in the case of the early Switzerland files.

Printing files contain letters between the Bank's Legal Department or others, and corporations regarding the approval of specimen bond certificates and printing of bonds. Correspondence in the United States files is primarily with the American Bank Note Company. Other records in the files include specimen bond certificates and press clippings from international newspapers.

The prospectus correspondence concerns the distribution of the prospectus to dealers, comments on preliminary drafts and registration statement, primarily between Legal and Secretary's Departments and government officials.

Bond registration records contains correspondence to and from the Bank's general counsel to the secretary and others, with attached copies of the registration statement, Bank Articles of Agreement and By-Laws, loan agreement, and preliminary prospectus in accordance with legal requirements under United States Securities Act and other national legislation.

The redemption records relate to various matters including payment of redemption price, draftBoard resolutions authorizing redemption, letters from the Bank treasurer to fiscal agents authorizing payments on principal, interest, and redemption premium, other cables and letters with private banks regrading refunding operations of bonds, publication of redemption notices, and sinking fund payments.

Purchase contract files contains primarily letters concerning the purchase of bond issues outlining terms of contract and payment details, mostly between the Bank's chief of Finance Department, the director of Marketing Department, and commercial banks.

Marketing

The series also contains a substantial quantity of records regarding marketing of bonds arranged by country (1947 - 1974) and include: internal memoranda and incoming and outgoing letters, many sent and received from the Marketing Department based in New York City and the director of Public Relations; copies of public releases and newspaper advertisements inviting tenders on bond issues, several of them notarized as certification of advertising. There is also internal memoranda from Bank secretary to president and outgoing letters from Presidents Black and McCloy to executive directors and alternate directors proposing expanding marketing of World Bank bonds. Memoranda from 1947 discusses a program of advertising for World Bank securities and the benefits of advertising.

Fiscal agents

Records comprising the series also include fiscal agent files (1946 - 1974) representing the following institutions from the earliest years of operation (1946 to 1949): Federal Reserve Bank of New York; Chase Manhattan Bank; Bank of Canada; Bank of Mexico; Bank of Paris; and agents in Germany and United Kingdom. Records relate to arrangements and draft agreements between the Bank and fiscal agents performing financial duties such as authentication, registration, and bond redemption.

Records comprising the series are primarily in English, however, some bond advertisement press clippings, prospectuses, and Board documents are in other languages indicated belowin the Language note.

Liaison with external organizations, individuals, and United States government

  • WB IBRD/IDA ADMCF-08
  • Series
  • 1946 - 1971 (predominant 1969 - 1971)

The series consists of records related to liaison activities of the World Bank Group that were maintained in the centralized files. The records detail the arrangement and proceedings of meetings hosted by the Bank and meetings the Bank attended that were organized by external organizations, as well as exchanges of information and collaborative programs. Records were predominantly created between 1969 and 1971 and originated in departments who records were centralized including (but not limited to): The Technical Assistance and Liaison Department (TAL) and successor, Development Services Department (DSD); Economics Department; and Projects Department and its sector divisions. A very small volume of correspondence is authored by the Bank president or vice president, field office representatives, country departments, and IFC departments.

Organizations covered in the files include, but are not limited to: International Monetary Fund (IMF); United Nations (UN); United Nations Development Programme (UNDP); United Nations Economic and Social Council (ECOSOC); United Nations Conference on Trade and Development (UNCTAD); United Nations Educational, Scientific, Cultural Organization (UNESCO), United Nations Administrative Committee on Coordination (UNACC), United Nations Industrial Development Organization (UNIDO), and other UN bodies. UNDP files (1969 - 1971) mostly contain correspondence relating to UNDP representatives on assignment and detailing country activities. There are also numerous liaison files with economic commissions, private foundations, academic and scientific institutes, industry and professional associations, religious organizations, international organizations such as Organisation for Economic Co-operation and Development (OECD), Food and Agriculture Organization (FAO), World Health Organization (WHO), and International Atomic Energy Agency (IAEA) containing correspondence to and from the Bank President McNamara, director of Development Services Department, and others. The correspondence is general in matter regarding meetings, visits, conferences, information sharing, ideas for development assistance and occasionally, Bank projects and operations. A portion of the alphabetical files (1972 - 1974) also include individual correspondents external to the Bank such as ministry and central bank officials and heads of corporations, business organizations, or academic institutions, mostly addressed to Bank president. Outgoing replies are from various country departments, Economics Department, Projects Department and sectors, development finance companies director, and others.

Internal memoranda are occasionally in the form of briefing notes, back-to-office reports, and terms of reference. Other records found in the external organization files include external reports and concept papers, and conference and meeting agenda.

The series also contains a smaller volume of records regarding the Bank's early relations with the United States government executive and legislative branches and federal agencies (1946 - 1971). Most of the records are in the form of internal memoranda and incoming and outgoing letters regarding support for foreign aid and operations. Many letters are between senior White House officials, congressmen, and the Bank president, vice president, or US executive director, and between independent US executive branch and federal government agency representatives and Bank senior staff. Bank staff correspondents include the Loan and Economic Departments, Technical Operations and Treasurer's Departments, Information and Public Affairs Department (IPA, initially under DSD), in collaboration mainly with the US Export-Import Bank (EXIM), US Agency for International Development (USAID), and US Department of Agriculture. Some correspondence is filed with proposals, meeting summaries, minutes, financial statements, data tables, Board, Economic and Staff Loan Committee documents, press clippings, copies of US legislation, agency speeches and press releases, and other records. There is also a preliminary draft paper by Carl B. Fritsche titled "The Role of the World Bank in Global Development" (1949).

Records cover routine information exchange and attendance at seminars and roundtables in addition to more substantive subjects such as: the role of the Bank in the European Recovery Project (also known as the Marshall Plan); the establishment and activities of the Bank interdepartmental committee drawn from Research Department and Loan Department to study the Marshall Plan; cooperation with the House Committee of Foreign Affairs and economic policy subcommittee; loan operations of the Bank and US Export-Import Bank and credit applications to countries, also discussion of disbursement rate, joint financing, private capital flows, and proposed US legislation; the Bank's involvement in the missions and hearings of the Committee on Banking and Currency chaired by Senator Homer E. Capehart. The Capehart Committee commissioned a study of IBRD and the Export-Import Bank operations and their relationship to expansion of international trade in 1954. There are several memoranda authored by DSD Senior Policy Planning Adviser Shirley E. Boskey reporting on the proceedings of the committee hearings and comments on draft Bank presentations to the committee.

Operational sector files

  • WB IBRD/IDA ADMCF-07
  • Series
  • 1944, 1946 - 1987 (predominant 1969 - 1986)

Series consists of records concerning the formulation of policies, guidelines and standards, and advisory support for lending as well as economic sector work of the International Bank for Reconstruction of Development (IBRD). These records were maintained in the centralized files from 1946 to 1987. The 1987 records in this series are very few. The remainder of 1987 files were likely handed over to the functional departments following the closure of the NRIC in July 1987. The offices and non-regional departments whose records were centralized over time and are represented most prominently in this series include (but are not limited to): Office of the President and Vice President (beginning 1946); Research, later Economic Department (1946 - 1952); Technical Operations and sector divisions (1952 - 1965) and its successors Projects Department (1965 -1972), Central Projects Staff (1972 - 1982), and Operations Policy Vice Presidency (1982 - 1986).

Records in the series predominantly cover the period 1946 to 1986, apart from a file on pulp and paper that contains a copy of an external report dated 1944. The 1987 records are limited to a single file concerning urban development. Records are mostly in the form of internal memoranda or incoming and outgoing letters that are sometimes filed with cables, project data reports, evaluation reports, commodities notes, study reports or concept papers written by staff or consultants, private sector proposals, external publications and reports from governments and agencies, press clippings, external articles, conference and meeting invitations, list of participants, and booklets. Draft and final case studies, back-to-office reports, terms of reference, and progress reports are often in the form of internal memoranda.

The series contains a substantial quantity of records concerning the Bank lending policy and guidelines as well as economic sector work in the form of projects and studies for operational sectors including (but not limited to): agriculture; education; industry; rural and urban development; housing; energy; ecology; environment; population and family planning; health and nutrition; trade; transportation; water supply and waste; public utilities; and public finance. Specific industries covered in the files are mining, forestry, construction, ports and shipping, tourism, and science and technology, among others.

Sector lending policy and guidelines files consists mostly of internal memoranda originating in the Economic Department (1946 - 1952) and its successors later under the vice president then senior vice president of operations including Central Projects, its sector departments, and Operations Policy Vice Presidency. Correspondents outside of the Bank include consulting firms, assorted United Nations agency officers, country and university officials, and private industry representatives. The records contain general policy formulation and discussion on the following subjects: project evaluation; studies to support consideration of Bank loans and terms of reference for the studies; comments on concept papers and on industry guidelines; Bank staff visits to the field and missions; project performance audit reports; unit activities and work program; participation in seminars, conferences or other events; and requests for technical information from international industry experts regarding pulp and paper management, seed processing machinery, animal breeding, and other specialized topics.

Also included in the series are several files, many originating from the Projects Advisory Staff and units, concerning procurement (1978 - 1986), consultants and consulting services (1980 - 1986), cofinancing (1983 -1986), and feasibility program files which concern project and sector studies of the Development Service Department (1960 - 1965). There is also a single file dated 1978 regarding the Consultative Group on Food Production and Investment in Development Countries (CGFPI), and three photographs depicting a World Bank display of publications and posters for an environment sector event in the 1970s.

Project and study files also include the Bank's research and policy analyses on numerous commodities as well as commodity prices stabilization, development aid, economic data and reporting, capital markets and capital mobilization, imports and exports, Bank financing, and other subjects. The commodities files include several on coffee which provide information about statistics on prices, production, distribution and export, project participation with the International Coffee Organization and ICO meetings in which the Bank participated as observers, and the International Coffee Agreement (1969 - 1971). Other commodities included among the files are oil, gold, metals, sugar, jute, livestock, and several others.

Consultative Group on International Agricultural Research planning files

Series contains records documenting the origins and first year of operation of the Consultative Group on International Agricultural Research (CGIAR) that were maintained by Central Files and created primarily by the Development Services Department (DSD) between 1969 and 1971. A single item dated 1968 is a copy of the by-laws of the International Institute of Tropical Agriculture. Co-sponsored by the World Bank Group, the Food and Agriculture Organization (FAO), and the United Nations Development Programme (UNDP), CGIAR was established in May 1971 as an informal association of countries, international development agencies, and private foundations to support a network of international agricultural research centers.

Records in this series consist mostly of correspondence between Bank staff assigned responsibility for implementing proposals for CGIAR including DSD Director Richard H. Demuth and Arie Kruithoff and their counterparts at the Rockefeller Foundation, Ford Foundation, United Nations Development Programme (UNDP), Food and Agriculture Organization (FAO), the individual research institutes to be financed through CGIAR, and senior managers of the Bank principally Warren C. Baum and Vice President, Operations J. Burke Knapp. A smaller volume of correspondence is from L.J.C. Evans of the Bank's Agriculture Projects Department, concerning agricultural research summary of meetings.

Other records included in the series are summaries of meetings of agricultural research institutes including the International Institute of Tropical Agriculture, speeches, and study papers and reports produced by the initial agricultural research institutes funded by CGIAR including annual and financial reports. The series also consists of a set of documents on the first meeting of the CGIAR held in January 1971.

Membership files

Series contains records maintained in Central Files and semi-centralized filing stations from 1946 until 1977 that relate to membership of the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), and International Development Association (IDA). The records originated in the departments and offices whose files were centralized over a period of time including, but are not limited to: Offices of the President and Vice President; Treasurer's Department and its Cashier's Division; Office of the Controller; Legal Department; and others. Records also originated from the Secretary's Department responsible for coordinating the membership process. The department distributed certain correspondence and related documents to the Central Files while likely maintaining its own official files.

Records include internal memoranda, letters, cables, drafts and final Board resolutions, Secretary's memoranda, financial statements, handwritten notes, press releases, press clippings, external reports, national legislation documents, and other records. Informal meeting notes and summaries of discussion during visits to countries are in the form of internal memoranda. There are also summaries of annual meeting discussions between regional staff with delegations prepared as internal memoranda. Letters are primarily between the Bank president, vice president, Secretary's or Treasurer's Departments and government officials such as ministers, central bank authorities, and ambassadors.

Individual country membership files were separately maintained for IBRD, IFC, and IDA. The files document early discussions of membership, changes in membership status, and occasionally refers to the political situation of the country interested in membership.

Within the IBRD membership records (1946 - 1977), country files are subdivided into membership, capital, depository, governors and alternates, and withdrawals of membership for certain countries. Correspondence specifically relates to: notifications of interest or intention for membership; acknowledgement of applications and updates on membership process; opening and closing of accounts; payments of contributions by central banks; revaluations and devaluations of contributions; problems of interest due and unpaid subscriptions; bearing demands; audit and policy questions; monthly statements of transactions; procedures for maintenance of accounts in the name of IBRD; and adjustments of loans.

IFC country membership files (1954 - 1971) contain correspondence regarding background material for Bank/IFC/International Monetary Fund membership, discussions on projects financed by IFC, payments required from each country on its pending capital subscription to IFC, statements showing the balance of accounts, IFC loans, and a file concerning United States budget contribution to IFC. There is a smaller volume of files related to general IFC membership matters, IFC capital, and replenishment resources. General membership correspondence covers issues such as pending increases in member's capital subscriptions, holdings of non-convertible currencies in member countries as of June 1971 and matters relating to China's membership. Other files concern IFC capital stock and capital increase, subscriptions of member countries, replenishment of IFC capital, correspondence from IBRD to IFC concerning the use of Bank funds loaned to IFC, financial statements, schedules of projected subscriptions adjustments of IFC capital subscription. IFC replenishment resourcesfiles include correspondence documenting IFC needs for additional loan, increase of IFC equity resources, or capital stock, and new projection capital invested in equities.

IDA membership correspondence (1960 - 1977) concerns requests for the maintenance of accounts, additional subscriptions under IDA replenishment resources and payment process, requests for opening accounts in IDA books, balance of accounts, and maintenance of value due on initial subscription.

Operations policy and procedures

Series consists of records related to the formulation of policies, guidelines, standards, and advisory support for lending, economic sector work, and other operations of the International Bank for Reconstruction of Development (IBRD), International Finance Corporation (IFC), and International Development Association (IDA) that were maintained in the centralized files. Records date from 1946 to 1986. There are no records from 1987 in this series, likely because files were handed over to the functional departments following the closure of the NRIC in July 1987. The offices and non-regional departments whose records were centralized over time and are represented most prominently in this series include, but are not limited to: Office of the President and Vice President; Treasurer's Department; Office of the Controller; Research, later Economic Department (years of operation between 1946 - 1952); Technical Operations and divisions (1952 - 1965) and its successors Projects Department (1965 - 1972), Central Projects Staff (1972 - 1982), and Operations Policy Vice Presidency (1982 - 1986); Technical Assistance and Liaison Department (1951 - 1967) and successor, Development Services (1967 - 1973).

Records comprising the series include internal memoranda, incoming and outgoing letters, cables, copies of Board records and committee documents, legal document drafts, concept and strategy papers, external reports, summaries, minutes or excerpts of senior staff and other department or external meetings, and published articles and press clippings. Back-to-office reports and Terms of Reference are often in the form of internal memoranda.

Development and debt policy

A significant volume of records relate to general development and foreign aid policy, strategy, and activities for developing countries. Records cover the period 1947 to 1977 and contain internal memoranda and Bank-produced reports or comments on reports on development including the Tinbergen Report (1953 - 1958), Horowitz Proposal (1964 - 1968), Machado proposal (1963 - 1968), and an article by Hollis B. Chenery entitled "Effectiveness of Foreign Assistance". Also contains original letters sent to and from Presidents Woods and McNamara, and memoranda between the president, vice president, president's Economic Advisor Irving Friedman, with directors or advisors of Economic Department, Development Services, Area Departments, general counsel of the Legal Department, and IFC. There is correspondence regarding President Woods' proposal for a grand assize on development assistance and responses from government officials, and correspondence related to the Bank's support to the Commission on International Development (or Pearson Commission) formed in 1968 at President McNamara's request. There is also correspondence to and from McNamara and senior Bank staff following the Pearson Commission's findings as well as proceedings of the Bank's Committee of the Whole on Pearson Commission Recommendations. Other development topics covered are: development finance trends and outlook; Bank's role as aid coordinator; coordination of bilateral project financing; multilateral financing; Bank study of aid results; use of leverage in development aid; land reform; and the Brandt Commission (1976 - 1983) also known as the Independent Commission on International Development Issues. Development correspondence is often filed together with external reports, copies of Economic Committee papers, published articles and press clippings, and excerpts of senior staff meetings.

Series also includes correspondence, reports, and other documents relating to the Bank's policy on indebtedness (1947 - 1977), debt information compiled for the Annual Report, communication with regional development banks on joint debt, and the Foreign Bondholders Council (1946 - 1971).

IDA operational policy and procedures

The series contains a set of IDA general operational policy and procedure files (1960 - 1971) and files regarding credit regulation, creditworthiness, and Statements of Credits (1966 - 1968). General IDA policy files include reports from the Staff Loan Committee, Board of Directors meetings, IDA Financial Policy committee, and a draft of the Report of the Working Group on IDA policies by Benjamin B. King (1968). Other records concerning IDA policy and guidelines are found throughout this series filed according to the subject matter.

Lending and non-lending policy and procedures

A large volume of records comprising this series relate to IBRD, IFC, and IDA lending policy (1948 - 1986) including specific topics such as: loan regulations and agreements; loan administrative reports; procedures for handling loan applications; lending forecasts including Five-Year Program; structural adjustment lending; Special Project Preparation Facility; Third Window loans; cancellation of loans and credits; and consultative and negative pledge clauses in loan agreements. There are also files on colonial lending (1948 - 1952), effective date, determination of loan grace periods, and amortization payment and maturity.

The series also contains records related to the Bank's technical assistance function from 1946 to 1977 and includes material on the UN Technical Assistance Board, correspondence with technical research institutes and training centers, and quarterly reports.

Project policy and procedures

A sizable portion of records also relate to the development of standards and policy surrounding Bank projects (1946 - 1977) such as appraisal of proposed projects, preparation and costs of projects, supervision of Bank and IDA project loans, project monitoring and identification of problem projects, performance audit reports, and origin of supply particularly for civil works projects.

Also included are records related to the creation, development, and review of Bank Group-wide and divisional procurement and consultant policies (1947 - 1986). Procurement policy issues and advice cover topics such as: assistance to borrowers in procuring materials needed for a project; contract bidding; selection of consultants; sector project contracts; review visits and discussions with governments; and comments on Bank procurement guidelines.

Specific files regarding consultants and contractors selected for Bank projects include correspondence on bidding, bonds, contractual arrangements, and international industry federations. There are also contractor files for certain member countries as well as the 1956 Colquhoun consultancy report.

Mission policy and procedures

Mission files comprising the series (1947 - 1971) relate to the establishment, administration, and functions of economic and sector missions, project supervision missions, technical assistance missions and special missions undertaken primarily by the Area Departments and Projects Department. Correspondence containing mostly internal memoranda, details practices and procedures for the collection of data and reports, scheduling and staffing for missions, cooperation with United Nations other international organizations and financial support of missions, and country updates. Memoranda is occasionally attached to lists of missions, tables with comparative data, Economic Committee reports on missions, and excerpts of senior staff meetings. Also includes a 1947 report on European missions and description of proposed missions. There are a portion of files (1972 - 1974) containing cables and outgoing letters drafted by the Projects Department and its sectors, mostly pertaining to administrative arrangements for missions and meetings and occasionally mission follow up discussions.Also included are correspondence and reports from the Bank's resident offices and missions (1947 - 1968).

Operational committees, working groups, task forces, and meetings

Series also contains the centralized records related to the practices, procedures, composition, and functions of the Bank's committees, working groups, and task forces concerned with operations. Includes memoranda, agenda, minutes, or reports of the Loan Committee (1946 - 1971), Economic Committee (1953 - 1968), Statutory Loan Committee (1947 - 1968), Financial Policy Committee (1949 - 1967), Technical Assistance Committee (1961 - 1964), Committee on Development Projects and Prospects (1975 - 1977), Operational Policy Subcommittee (1982), Advisory Panel on Bank Operations (1966 - 1968) and Working Parties on Financial Aspects of Development Assistance (DAC, 1969 - 1971). The functions of the Technical Assistance Committee that was established in 1961 under the chairmanship of the director of Development Services to review proposals forBank/IDA technical assistance were taken over in 1964 by the Loan Committee. Loan Committee records document committee deliberations, function, structure of meetings, designation of officers, drafting of Operational Memoranda, and subjects for discussion presented by Bank staff. Among the committee records are also files related to senior staff meetings (1963 - 1968).

External aid coordination

The series also contains records concerning the development and implementation of policy and strategies for co-financing covering the period 1975 to 1986 including joint and parallel financing. Records also cover development aid coordination with bilateral and multilateral organizations, aid untying, and guidelines and procedures related to consortia and consultative aid groups sponsored by the Bank (1971 - 1980). Also contains correspondence and documents related to the Consultative Group on Food Production and Investment in Developing Countries (CGFPI, 1974 to 1977).

Arbitration policy and procedures

Arbitration records in the series (1960 - 1971) concern policy and practices for the settlement of differences between member country clients, consultants, contractors, and manufacturers involved in Bank projects. Included is correspondence sent and received primarily by IBRD general counsel and staff and occasionally from operations or sector departments. There is also material concerning the Convention on the Settlement of Investment Disputes (SID), and the establishment of the International Centre for Settlement of Investment Disputes (ICSID) including summary of meeting proceedings (1964 - 1968).

Finance policy and procedures

Financial audit records in the centralized files were primarily created by Treasurer's Department, Office of the Controller, Technical Operations Department, its sector divisions, and successors and relate to external auditing of Bank and IDA borrowers accounts by independent and corporate auditors. Letters and cables to and from government officials, companies, and private banks provide information on balances of loans and loan details, and internal memoranda outlines countries with project loans and contains arrangements and reviews of accounting practices of industrial borrowers.

Records related to the Bank's policy on investment were created between 1950 - 1973 and covers the advancement and protection of private and foreign investments, guarantees, insurance, and the Symington Plan (1953 - 1957). There is also correspondence with international investment institutions and memoranda from Shirley E. Boskey, policy planning officer and senior policy planning advisor in the Development Services Department, concerning the Working Party on International Investment Guarantees.

Portfolio sales and participation records in the series (1947 - 1968) include memoranda to and from Legal and Treasurer's Departments and the Office of the President including President Black. There are also letters, cables, and other material related to the sales of bonds received under loan agreements and participation by outsiders in loans. Includes approvals for borrowing filed by country, certificates of investment, exchange transfers, and statements of borrowers' obligations. Also includes correspondence relating to the Ford Foundation participation (1956 - 1962), German purchasers, and transactions handled by the Bank's New York and Paris Offices.

Development banks and development finance companies

Several files in the series relate to development banks and development finance companies (1951 - 1978) including Bank Group meetings with regional development banks and development finance companies. Other records relate to IFC's appointment of directors to the boards of development banks and of finance companies in which IFC is a shareholder. There are also a few files regarding the Conference of Development Finance Companies (1965 - 1971).

Operations administration

Series contains records concerning Bank operations administration from as early as 1946 and departments' status of projects, reports to andfrom department heads, country assignments, schedules of operations, operational vice president meetings (1978 - 1986), operations evaluation system (1975 - 1977), and operations evaluation reports including the annual report (1978 - 1983). There are also records related to the preparation of Board reports and working papers such as Future Role of the Bank (1977), Possible Improvements in Techniques of Lending - A Study by the Staff of the World Bank (1970), and a review of Bank experience with proposals for the future (1969). Two general reports files (1975 - 1977) relate to the distribution, format, quality of various reports proposals and standards for the president's report, appraisal report, economic and sector reports, annual report, and drafting of confidentiality agreement of contractors regarding Bank records.

The series also includes correspondence and other records related to policies, practices, and preparation for Bank Group operational reports and statements including: Monthly Operational Summary of Bank and IDA projects (1955 - 1971); Semi-Monthly Operational Report to the Executive Directors on Bank and IDA Operations (1967 - 1971); IFC Monthly Report (1966 - 1968); Statement of Loans (1952 - 1976); Status of Loans (1954 - 1970); Statement of Credits (1969 - 1975); World Tables (1969 - 1976); Country Data and Economic Indicators, Country Economic Brief and Country Program Papers (1969 - 1985).

There is also material concerning the planning and preparation of the Bank's operational directives including the Operational Memorandum and Manual (1952- 1986), Central Projects Notes and Operational Policy Note (1981 - 1986) and Projects Department Director's Memoranda (1969 - 1971).

Fellowship and training files in this series (1969 - 1971) primarily originated in the Projects Department and its sectors, particularly the Education Sector, and contain mostly internal memoranda and cables related to: administrative arrangements of member country trainees for operational projects also known as manpower trainees; nominations of trainees; proposed training for Projects Department professional staff; trainee and fellowship recipient reports; and comments on a draft manual on an "overseas" training program.

Administration and organization

Series consists of records related to the internal administration and organization of the International Bank of Reconstruction and Development (IBRD) and International Development Association (IDA) maintained in the centralized filing system from 1946 to 1980. Records related to the International Finance Corporation (IFC) are less voluminous and were created between 1956 and 1974.

Records originated in the departments and offices whose files were centralized over time including, but not limited to: Administration; Organization and Planning; Development Services Department; Controller's Department; Program and Budgeting; Information Solutions; and the Office of the President and Office of the Vice President whose files were centralized until 1968. Although Secretary's Department records were considered specialized according to the Administration Manual and were decentralized beginning from 1947, there is a significant volume of correspondence between the Secretary's Department and other centralized departments in this series. The types of records comprising the series include internal memoranda occasionally filed with accompanying Board or committee reports and other internal reports and drafts, as well as cables, incoming and outgoing letters, minutes of meetings and proceedings, copies and drafts of contracts and agreements, press releases, press clippings, external reports and articles, and architectural plans and drawings.

The series contains records related to the organization and procedures of theBank as well as the establishment of its departments and subordinate offices. A small volume of files related to the President's Office and Vice President's Office (1947 - 1971) document general and personal activities and congratulatory letters, as well as two files regarding the organization of the President's Council (1969 - 1968) and subjects for discussion at the council meetings, together with organizational charts and bulletins. The records also document Bank-wide reorganizations as well as work programs, budgets, staffing requirements, internal relations, and activity reports of various Bank departments and divisions from 1946 to the 1970s including: Administration, Economic Department, Loan Department, Legal Department, Development Services and its successor Information and Public Affairs, Technical Operations and its successor Projects Department, Programming and Budgeting, Technical Assistance and Planning Staff, Secretary's, and Treasurer's. Several files relate to the organization of the Bank's early economic research program as well as meeting summaries and monthly progress reports of the Loan Department and Economic Department and its' sector division staff. These department files mostly contain memoranda that is occasionally attached to administrative circulars announcing staffing assignments and organizational changes, press clippings, or other records. A few files in the series relate to Economic Development Institute (EDI) administration, inquiries, and library project (1969 - 1971). Field offices files document administrative procedures for the setting-up and operations of offices. Correspondence is mostly between the Bank's representatives or field office staff, and senior management and staff at headquarters. The more substantive letters in the representative files describe the economic situation in the countries. Field offices files include the following record date ranges: Paris Office, also referred to as the European Office, first opened in Europe (1947 - 1979), New York (1947 - 1971), Beirut (1952 - 1954), London (1956 - 1979), Geneva (1965 - 1968), Copenhagen (1969 - 1971), and Treasurer Department's various offices in Europe (1947 - 1949). A small number of resident mission files (1969 - 1980) mostly relate to the offices' functions, leasing of premises, and other administrative matters.

Other records in the series document policies and operations of the Bank's administrative and support services such as: records management and the maintenance and disposition of World Bank records and official documents; Joint Library and Legal Library; internal audit; translation and document printing services; communications; the use of devices and computers; and data processing.

Series also contains records related to the Articles of Agreement and By-Laws of IBRD and IDA (1946 - 1971). Included are: internal memoranda; cables; copies of the Articles including in French and Spanish; printed by-laws; drafts and official Board documents and decisions; reports of the Committee on Interpretations and Committee on Procedure; and correspondence concerning the interpretation and amendments of these instruments as well as the IFC Articles of Agreement and Charter; and voting of countries on the articles and by-laws. Other files concern the IBRD, IDA, and IFC budget (1948 - 1971) language (1950 - 1968), and seals (1956 - 1965).

There are records such as internal memoranda and reports, United Nations resolutions and minutes, UN Economic and Social Council (ECOSOC) reports, press clippings, and speeches related to the history and inauguration of IFC (1956 - 1974), history of the Bank, and history projects such as the Brookings Institution publication and oral history planning (1942, 1944, 1947 - 1974). There is a single file related to the origin of IDA, labeled as General Counsel "Mr. Sommers' working file on IDA" including legislation, summaries of President Black's meetings, statements of Board of Governors, and country member notes on the IDA proposal (1959 - 1960). Also included is a list of bibliographic sources from pre-Bretton Woods period. The 1942 and 1944 documents are copies of outlines and draft "Proposal for a Bank of Reconstruction and Development of the United and Associated Nations" by the United States Treasury research department. Also includes correspondence regarding the planning of anniversary celebrations (1956 - 1971), draft statements, and press coverage booklets of the tenth and twentieth anniversaries of IBRD (1966).

Donations and organizational membership records in the series (1956 - 1968) relate to policy discussion about Bank financial contributions to international and local institutions, professional societies, as well as club memberships and membership dues.

Series also contains records of various Bank meetings and the functions and procedures of committees beginning from 1946 to 1977. Includes correspondence and minutes of professional staff meetings (1951 - 1968), senior staff meetings (1969 - 1971), department heads meetings outside of Washington, or "lost weekends" (1952 - 1968), Administration Department staff meetings (1947 - 1968), and other department meetings (1966 - 1968). Committee records include minutes or reports of: the Board Committee on Administration and Administrative Policy (1946 - 1957); Board Committee on Interpretation and Procedure (1946 - 1949); Joint Bank-Fund Committee on Integrated Services and Functions (1949 -1953); Joint Library Committee (1946 - 1947); Committee on Bank Organization (1952); Committee on Staff Utilization (1955); PublicationsCommittee (1969 - 1971); and others.

The series contains a substantial volume of records concerning the preparation and amendment of directives and manuals that set out the policies, procedures, and standards for the overall management and administration of the World Bank from 1946. Includes correspondence and statements regarding the preparation of the Administrative Manual, Organizational Bulletin and Policies and Procedures Statements (1947 - 1966), IFC Administrative Manual (1956 - 1966), Basic Documents Manual (1961 - 1971), and Organizational Manual (1966 -1971). There are also sets of the Administrative Order and Information Circular (1946 - 1947), Administrative Circulars (1947 - 1974) and Weekly Bulletins (1965 - 1971), and related memoranda. The Weekly Bulletins replaced the Information Bulletin in December 1952 and were prepared successively by the Administrative Planning Division, the Organization and Procedures Division (1970), the Administrative Services Department's Document Services Division (1972), and Information and Public Affairs (1973). There are also copies of the Development Services Department newsletter (1969 - 1971).

The series contains memoranda and other records concerning agreements (1949 - 1975) of an administrative nature such as cost-sharing between IBRD and IDA, Bank and IFC, and between the Bank and International Monetary Fund (IMF). Other agreements pertain to library services of the Joint Library and the Legal Library, United Nations and the Bank, and leasing of space and office rentals. There are also records related to authorized signatures for written instruments.

Series contains correspondence, copies of contracts, building and floor plans, technical drawings, and other records relating to the acquisition, construction, and maintenance of World Bank Group buildings and management of premises in Washington, Paris, London, and New York (1949 - 1977). There are several files documenting the construction of the Bank "D" building at 1809 G Street, Washington. Also included are New York office plans dated 1963 and reproductions of 1937 plans.

Series also contains records related to Bank assets such as vehicles and apartments and facilities for Economic Development Institute (EDI) participation, insurance coverage of buildings and vehicles, as well as other administrative files on office services, conference rooms and cafeterias, maintenance contracts, office space and security, parking facilities, and the creation of the Bank-Fund Credit Union.

There are also records related to general staff services and policies, financial assistance, privileges and immunities, taxation including Bank staff exemptions, travel policy and travel services, retirement plan, staff health and welfare, insurance coverage, and the Staff Association. Includes privileges and immunities files for IFC (1955 - 1968). Other files deal with contributions to charity, allowances for official entertainment, and policy regarding the acceptance of gifts, civil defense, and other matters.

Series also contains a small portion of reports, correspondence, and other records relating to varied topics including: studies of the Bank's organization and procedures conducted by General Counsel Davidson Sommers (1962 - 1966) and Vice President Mohamed Shoaib's Study Committee (1966 - 1967); the Bank's involvement in the establishment of the Washington International School (1969 - 1971); public relations (1972 - 1974); and copy of the report "The International Bank for Reconstruction and Development, 1946 - 1953".

Board of Directors support and reference

Series consists of records related to the functions of the Board of Executive Directors of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and International Finance Corporation (IFC) that were maintained in the Bank's centralized filing system since 1946, originally General Files, then Central Files. The centralized records originated primarily from Secretary's Department as well as the Office of the President. As described in the archival history section, Secretary's Department is the custodian of Board of Directors records and proceedings but distributed certain correspondence and related documents to the Central Files while maintaining its own official files.

Records in this series include general correspondence files (1947 - 1977) concerning IBRD composition of standing committees, statements of directors, board schedules, procedural issues, information on monthly reports, and routine administrative matters. Correspondence is occasionally filed with related Board reports. While the IDA general correspondence file (1960 - 1966) is sparse, the more substantive general correspondence files for IFC (1956 - 1967) contain draft and issued Board reports regarding country membership and rules of procedure, memoranda concerning routine announcements and amendments to rules of procedure, directors' membership, formation of the IFC Board, statements and meeting summary of the IFC Directors, and investment processes. The IFC general correspondence file also contains the Rules of Procedure and By-laws booklets (1956). Individual correspondence files (1947 - 1971) consist of internal memoranda, outgoing cables and letters, and original letters primarily to and from the Bank president, secretary, and government officials regarding appointments and resignations of directors and alternates, their travel, and other administrative issues. Some individual files occasionally include the director's biographical statement.

There are also cables, memoranda, and Board reports relating to elections (1950 - 1971) and salaries and expenses (1948 - 1971), the latter which includes the report of the Board of Governors Ad Hoc Committee to consider provisions of the Articles of Agreement and By-laws relating to duties and renumeration of executive directors (1949 - 1950).

The series also includes meeting correspondence (1950 - 1971), agenda for IBRD and IDA executive director meetings (1966 - 1974), minutes of some IBRD, IDA, and IFC executive director meetings (1966 - 1974) including IFC directors' 1956 first meetings, IBRD special meetings minutes (1964), summaries, and IBRD, IDA, and IFC resolutions (1967 - 1971).

The series also includes a small volume of records relating to: the establishment and proceedings of the Bank Committee on Directors' Administrative Matters (CODAM, 1967 - 1971); agreement and administration of the Bank-Fund Executive Directors' Library (1968 - 1971); establishment of the Joint Audit Committee of the Executive Directors (1969 - 1971); and revisions of the Operational Policy Manual including the section on aid coordination and well as the approach paper on aid coordination (1970 - 1971).

Board of Governors support and reference

Series consists of records relating to the functions of the Board of Governors of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and International Finance Corporation (IFC) created between 1946 to 1977 that were maintained in the centralized files system. The records in this series primarily originated from the Secretary's Department and the Office of the President. As described in the archival history section, Secretary's Department is the custodian of Board of Governors records and proceedings, but distributed certain correspondence and related documents to the Central Files while maintaining its own official files. Types of records in the series include internal memoranda, letters and cables, and original letters from government officials. Occasionally accompanying the correspondence are Board documents, press clippings, and printed material such as booklets.

A sizable portion of the series contains records related to World Bank Group Annual Meetings beginning from 1950 to 1977. Meeting files include correspondence regarding meeting arrangements, guests, consultations and briefing appointments, panel discussions, committee agendas, staffing, joint procedures, social events, public relations, and liaison and agreements with International Monetary Fund (IMF). There is also correspondence and other records relating to the President's speech to the Annual Meetings such as: proposals of topics; provision of data including ten-year figures on Bank activities; preliminary and final speech issued as a press release; and governors' reactions to the addresses in the form of letters. Summary of proceedings from 1965 are included in a portion of the files.

Series also contains records relating to the preparation of IBRD, IDA, and IFC annual reports (1950 - 1977) presented by the Bank president at the Annual Meetings. Although there is no first annual report booklet for IFC within the files, the series contains IFC's second and other printed annual reports, as well as memoranda concerning the preparation and drafting of the first IFC annual report. Records of the earliest annual reports from the first to fifth reports are absent from the IBRD and IDA files, although there are memoranda and a press release summary of the sixth annual IBRD annual report and subsequent reports. Also included in the files is a statement of Bank policies for the 1950 annual report outlined in a memorandum from Martin Rosen to J. Burke Knapp and memoranda regarding submissions of text for inclusion and draft reports, and printing of the reports.

General files beginning from 1946 contain mostly routine correspondence regarding travel of Governors to annual meetings, expenses, and allowances. The substantive correspondence includes discussion of procedural issues in accordance with the articles and by-laws, first IFC investment involving equity and a drafted letter to be sent by President Black to governors regarding IFC chairmanship.

Series also contains records relating to early Board committees (1948 - 1950) such as the Committee on Rules and Regulations, Committee on Membership, and Ad Hoc Committee to consider provisions to duties and renumeration of Executive Directors. The Committees file contains outgoing memoranda primarily from the Bank secretary and Board committee reports and resolutions. Most of the correspondence is administrative and relates to travel and distribution of documentation. A file on the Advisory Council (1948 - 1950) includes draft notes and resolutions.

Also included in the series is the Board of Governors supplementary report to United Nations Economic and Social Council (ECOSOC, 1965) and two files on Board resolutions (1969 - 1971).

Central Files

  • WB IBRD/IDA ADMCF
  • Fonds
  • 1937, 1942, 1944 - 1987

The fonds contains the records maintained as part of the World Bank Group's centralized files variously known as General Files (1946 - 1968), Central Files (1969 - 1971), the semi-centralized Bank Administration and Policy Records Stations (BAP, 1972 - 1974), Bank General Records Station and Administration and Policy Records Stations (BAPRS, 1975 - 1977) and Non-Regional Information Centers (NRIC, 1978 - 1987) with exceptions as described in the Arrangement field below. Records of the administrative unitsresponsible for the management of the General Files records center and its subsequent iterations are not included in this fonds except so far as these records were filed in Central Files. The date range of the Central Files is primarily from 1946 to 1986, however there are a small number of externally produced records dating from 1937 and the early 1940s as well as a single file dating 1987. The remainder of the 1987 files were likely handed over to the functional departments after the closure of the NRICin July 1987.

The departments whose records were centralized over time and represented most prominently in Central Files include (but are not limited to): Economics, Development Services, Technical Operations, Projects (and its sector divisions), and Administration.

Correspondence contained in the fonds includes letters, memoranda, cables, and other related records sent to and from the above departments and the Office of the President during the presidencies of Meyer, McCloy, Black and Woods. President records are otherwise nonexistent in the case of Meyer and are sparse for Woods, McCloy and Black in the Office of the President fonds. The Central Files also contains correspondence of the first Bank Vice Presidents which are fragmentary in the General Vice Presidents and Managing Directors fonds.

Records in this fonds document significant events and studies, administrative and organizational changes, governing bodies and committees, membership and obligations of countries, financial transactions, and the Bank's administrative and operating policies and processes including lending, projects, and development policy. The fonds comprises the general (non-regional) files on all topics not specific to a region or country as well as the membership, bond, and finance files relating to IBRD, IDA and IFC.

The general filing practice for correspondence between two offices within the Bank whose records were filed in Central Files was to save the copy of the document retained by the creating unit (often a yellow carbon copy) and to destroy the copy sent to the receiving unit, unless the receiving unit had annotated the document, in which case both copies were saved.

Central Files

Policy and guidelines development and supporting materials

Series consists of records related to ESSD and Bank-wide policy and guidelines development. In some cases, ESSDVP and Vice President Ian Johnson played active roles in the development of policy and guidelines while in others reports and correspondence were forwarded to ESSDVP for comment or for informational purposes. The series contains some records that evidence the formation of institutional rules and policies, namely Operational Policy and Business Practice (OP/BP). However, the majority of records in this series are the product of ESSDVP research and information exchange on various topics for the purpose of writing reports, planning projects, or developing relationships with external agencies, institutions, and governments.

The series contains a significant amount of records related to the development and evaluation of OP/BP. Records related to Bank forestry policy are numerous and include: a copy of Forest Policy Implementation Review and Strategy (OP/BP 4.36); a copy of Revised Forestry Strategy for the World Bank Group; minutes of an ad hoc group on the topic; ESSD Council meeting minutes on the topic; related correspondence; and an inventory of projects having to do with the topic. Series also contains records related to OP 4.12 Involuntary Resettlement and OP/BP 13.05 Guidelines for Projects Supervision. These include: correspondence; drafts of policy; and comments made by ESSDVP staff.

Records of the Operational Policy Committee Meeting from 1999 to 2002 are also included; records discuss OP/BP and guideline development. Records include: minutes; agendas; reports; comments; correspondence; and supporting materials.

Records in this series that do not relate to the development of specific policy may relate to ESSDVP and Ian Johnson's involvement in the research and writing of guidelines, reports, and evaluations but may also be limited to providing comments or receiving reports and correspondence for informational purposes. Topics include but are not limited to: human rights; indigenous peoples; safeguard policies; social development strategic directions; civil society; disaster management; water management and infrastructure; food assessment; climate change; desertification and drylands management; fisheries; commodity price risk management; global public policy; investment in energy infrastructure; promoting sustainability in development ; and Green procurement. Records on these topics include but are not limited to: final and draft versions of reports; comments from ESSDVP and, most often, Vice President Johnson; correspondence; meeting agendas and minutes; and briefing notes. Records from meetings and workshops attended and, in some cases, participated in by Johnson are included. These records include event and background materials and Johnson's notes.

A small amount of files contain records forwarded to Johnson from the Social Development Department (SDV) of ESSD. Topics of these records include: NGO/Bank relations; community driven development; cultural development; civil society; and post conflict development. Records generally include reports and correspondence.

Records related to Johnson's activities involving the Global Environment Facility (GEF) are also included, although small in number. These include correspondence and informational reports forwarded to Johnson and materials from replenishment meetings attended by Johnson.

The series also contains final reports and other records that the Operations Evaluation Department (OED, now the Independent Evaluation Group [IEG]) created that relate either directly to ESSD or to topics relevant to ESSD's sectors. OED reports found in this series include: OED Review of the Bank's Performance on the Environment (2001, draft, accompanied by presentation slides); Phase I Interim Report: 'Promoting Environmental Sustainability in Development: An Evaluation of the World Bank's Performance' (2000); Safeguard Policy Framework: OED Comments on Systemic Issues (2000); OED Forest Strategy Review (2000); OED Review of the World Bank Forest Strategy and Its Implementation (2000); The World Bank and Global Public Policies and Programs: An Evaluation Strategy (2001); How Far into the Mainstream? A Review of Environmental Issues in IDA Activities (2001); IDA's Partnership for Poverty Reduction (FY94-FY00) (2001); and OED IDA Review: Environmental Sustainability Issues in IDA 10-12 (2000). A number of reports on Forest Development and World Bank Assistance related to specific countries (China, India, and Brazil) are also included and are accompanied by briefing materials. Records that accompany reports include comments from ESSDVP and sector department staff as well as correspondence. A small amount of correspondence and reports forwarded to ESSDVP for informational purposes that relate to the Committee on Development Effectiveness (CODE) are also included in this series.

Management and oversight

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.

Trust Fund management and oversight

Series consists of records related to ESSD's role in providing management, oversight, and resource allocation for those trust funds that involve ESSD sectors. Records relating to trust funds provided by Denmark (TF024153), Norway (TF0231295), and Italy (TF023333) are the most numerous. Records related to Denmark are dated from 1996-1997 and 2000 and include: proposals; trust fund agreements; budget requests; initiating briefs; and correspondence between ESD and Danish government ministers. Records from 2000 relate to a proposal for a possible second phase of the Danish ESSD Trust Fund. These records include a proposal by SDV to the Government of Denmark as well as debriefing and consultation notes and a copy of Denmark's Development Policy (2000). Records related to Italy include correspondence between Bank officials (including the Bank President and ESSD Vice President) and Italian officials including their American Ambassador. Also included is background material on the Trust Fund for Culture and Sustainable Development for which Italy provided funding. Records related to Norway include funding proposals by SDV as well as other Bank units external to ESSD. Also included are records relating to the Norwegian Trust Fund for Environmentally and Socially Sustainable Development (NTF-ESSD). These records include: status reports; reports; meetings notes; and background information on the Bank-Netherlands Partnership Program related to Water Resources Management. A small amount of correspondence from 1999 related to a proposed Social Development Trust Fund funded by Japan is also included.

Records relating to funds managed or overseen by ESSDVP are also included. Records related to the launch and subsequent Donor Councils of the Critical Ecosystem Partnership Fund are included; correspondence related to this Fund is also included. In addition, the series also contains correspondence files for the Prototype Carbon Fund.

A variety of records related to the general management of ESSD-related trust funds is also included. These include: records related to fund allocation and transfer; a list of task managers and division chiefs for specific, ESSD-related trust fund projects; and notes, slides and announcement emails for a Trust Fund Awareness Training program organized by the ESSDVP.

ESSDVP correspondence files

Series consists of correspondence files created by the ESSDVP. All of the correspondence in this series was authored by, addressed to, or forwarded to ESSD Vice Presidents Ismail Serageldin and Ian Johnson. There are, however, different forms of correspondence. Numbered correspondence in the form of a Lotus Notes log book is the most voluminous; these records span March 1998 to July 1999 and include correspondence to and from both Serageldin and Johnson. Correspondence of similar type, but that was not managed under the log book system, is included from 1999 to 2001 and is exclusively authored by or addressed to Johnson. Included in these records are a small number of short briefing notes authored by Johnson and/or the ESSDVP for the World Bank President. Memoranda files created in 2000 to 2001 are also included in this series as are a small number of records filed separately that only contain correspondence between the ESSDVP and the World Bank President between 1999 and 2001. The latter contains correspondence related to event and meeting attendance and planning, information exchange, briefing reports, and letters written by the ESSDVP for the President's signature.

Briefing reports for World Bank President and related materials

Series consists of briefing reports prepared by the ESSDVP and its sector departments for World Bank President James Wolfensohn. Records also include research materials used in the creation of the briefs (including reports, biographical information, and correspondence) as well as correspondence discussing brief requirements and meeting details. Briefs were created in preparation for the President's meetings with representatives from non-governmental organizations (NGOs), government agencies, and other external agencies and institutions. Topics include: climate change; environmental law; resettlement policy; environmental and social safeguard policy; agriculture science and technology; food security; climate change; biodiversity; energy; dams and water resources; forest policy; and empowerment, culture, and civic engagement.

A small number of letters drafted by the ESSDVP for the President's signature are also included in this series.

ESSD Vice President's conference attendance and participation

Series consists of records related to ESSD Vice President Ian Johnson's attendance and participation at various conferences, seminars, and workshops organized by governments, agencies, and institutions external to the Bank. Records include: correspondence; briefing notes; agendas; list of participants; presentation notes; background papers and speeches written by Johnson or by other attendees; pamphlets; travel itineraries; and speakers' biographies.

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