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Records of the (Staff) Economic Committee

  • WB IBRD/IDA WB_IBRD/IDA_118
  • collection
  • 1957 - 1972

Fonds contains records related to the activities of the Staff Economic Committee (SEC) and its successor the Economic Committee (EC). Records consist of communications from the committees' secretariat to committee members and the draft reports that the committee reviewed; other reports or background information that was not reviewed by the committee but used for informational purposes are also included. Records of the subcommittee, created in 1965, are also included, but in small number.

Records related to the first five years of SEC (1952-1957) are not included and are unaccounted for. Records relating to the work of the SEC from 1958 to 1964 are included, although in lesser number than those relating to the EC. Only committee communications for the SEC from 1958 to 1964 are included.

(Staff) Economic Committee

Personal Papers of James H. Jennings

  • WB IBRD/IDA WB_IBRD/IDA_120
  • collection
  • March 27, 1975 - December 21, 1987

Fonds contains records relating to the career of James H. Jennings at the World Bank Group. While records relate to various periods of his employment at the Bank Group and the different units he worked in, they are not comprehensive. Records relate to two studies he participated in towards the end of his tenure as a financial analyst in the Public Utilities Projects Department (PBP) in 1975-76 and his work in the Latin America Projects Department (LCP) in 1984 and Loan and Trust Funds Department (LOA) in 1987.

Jennings, James H.

Records of General Vice Presidents and Managing Directors

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

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

General Vice Presidents and Managing Directors

Personal Papers of Lester Nurick

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

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

Nurick, Lester

Personal papers of Benjamin B. King

  • WB IBRD/IDA KING
  • collection
  • 1964-1994 (predominant 1982 - 1989)

The papers consist of a body of materials related to Zambia and a set of general policy and issues papers. King undertook a mission to Zambia for the Bank and wrote a report on it, and he collected information about and remained interested in Zambia thereafter. The materials related to Zambia include four documents prepared and distributed for the December 1986 meeting of the Consultative Group on Zambia, which had had its first meeting in June 1978. Most of the other documents related to Zambia are internal World Bank documents, with a few Bank publications and some publications from other sources. The materials are arranged in four sections: Consultative Group documents; unpublished Bank materials; Bank publications; and other publications. This is a useful body of materials for an overview of Zambian economic issues in the 1980s.

The policy and research papers cover a wide variety of subjects including structural adjustment lending and sector adjustment lending, agriculture, Japan and Ghana, and Bank history. All the policy and research papers are Bank papers except six items, which are identified by source on the item list. They are arranged by date of preparation or publication.

King, Benjamin B.

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

  • WB IBRD/IDA CGFP
  • collection
  • 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

Records of Individual Staff Members

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

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

Some records in this fonds are duplicates of others found in the Central Files or in fonds for particular offices. Others, however, appear to be absolutely unique. For example, Bernard Bell served as the special representative of the Bank in Indonesia from 1968 to 1972, and when he returned to headquarters, he brought with him some of the records of the Indonesia office. In addition, he made a study for the Bank on contract before he was hired as a regular staff member, and materials relating to the study are also found in the records. In another instance, Leonard Rist was interested in the historyof the Bretton Woods agreement, and collected duplicate copies of documents relating to it. When Rist retired, the Archives received both his correspondence files from different offices in which he served and the collection of Bretton Woods items.

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

Individual Staff Members

Records of the Europe and Central Asia Regional Vice Presidency

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

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

Operational records

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

The records in this fonds were created by Area Departments (1947-1972), Country Departments (CDs, 1972-1997) and Country Management Units (CMUs, 1997-2011) as well as the Economic Department (1946-1952), Technical Operations Department (TOD, 1952-1965), Projects Department (1965-1972), regional project departments (1972 - 1987), technical departments (1987 - 1997), and sector departments (1997 - 2011). See the "Administrative history" field for a history of these units and their functions. Records specifically relate to operations in countries overseen by the ECA as of 2016. These countries have remained constant since 1991 when ECA and the Middle East and North Africa region (MNA) were created out of the former Europe, Middle East, and North Africa region (EMN or EMENA). Records relating to these countries created while they reported to EMN and its predecessors prior to 1991 are also included. Note that records of regional projects or programs that span more than a single country are also included in this series as are records relating to the World Bank's involvement with the Soviet Union prior to its dissolution and, following dissolution, to Russia and other former Soviet republics.

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

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

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

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

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

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

Conferences, meetings, and seminar organization and/or attendance

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

External aid coordination and multilateral development assistance

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

The series also contains records documenting the establishment, proceedings and activities of the consultative groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. These include Consultative Groups for Kazakhstan (1992), Kyrgyz Republic (1992), Azerbaijan (1992), Uzbekistan (1992), Bulgaria (1992), Moldova (1993), Belarus (1993), Armenia (1993), Romania (1993), Belarus (1993), Ukraine (1995), Georgia (1996), Tajikistan (1996), and Moldova (1997). Files contain correspondence between the country department staff, the chairman who was typically the Country Director, and members of the consultative groups including the recipient country. Correspondence includes copies of outgoing memoranda and letters, cables, original letters from member government officials (some addressed to the Bank President), notes to the file, minutes of pre-consultative group meetings, sector, and/or local meetings organized by country staff in between consultative group meetings, and drafts of documents. Topics covered by the correspondence include policies and practices of the consultative group; its origins and establishment; changes in membership or participation; pledges and terms of aid by donor countries; and collaboration with International Monetary Fund and other multilateral participants or observers.

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

There is also a smaller volume of files relating to donor meetings or conferences chaired by the department, and consortia and consultative meetings chaired by other organizations including the Organization for Economic Development (OECD) consortia for Turkey and Greece in which the Bank participated beginning in the early 1960s. The department provided studies of Turkey's economic performance and prospects for discussion at the meetings.

VP Subject files

Fonds contains records relating to a variety of activities of which the Office of the Europe and Central Asia (ECA) Vice President is responsible or involved. As described in the "Administrative history" field above, ECA was created out of the former Europe, Middle East, and North Africa (EMN or EMENA) Vice Presidency in 1991. For records of the EMN Vice Presidency, see "Related units of description" field below.

Records in this series may relate to: public relations; borrower feedback; and VP unit evaluation and organization. Also included are country files relating to high-level involvement in projects, economic and sector work, and technical assistance. Records include correspondence and internal memoranda as well as country and thematic briefs, and meeting materials.

Departmental Communications and Support

Fonds consists of records related to the maintenanceof ECA country departments' relationships with its client community both within and outside of the Bank Group as well as with the general public in individual countries. Records may relate specifically to the development of departmental and Bank-wide public relations policies, procedures, and communication strategies and major public relations initiatives and communication campaigns, such as the publication of reports. Records may include: correspondence; presentation slides and notes; press releases; transcripts of interviews; and talking point memos.

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

Business plan and budget management records

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

Department directors' chronological files

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

Management and oversight of unit functions

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

Europe and Central Asia Regional Vice Presidency

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

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

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

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

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

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

Reference Collection on World Bank History

  • WB IBRD/IDA REF
  • collection
  • 1938 - 1985

This fonds hold copies of records from other repositories that relate to the history of the World Bank. One group of records copied from the Franklin D. Roosevelt Library deals with the Bretton Woods conference. A second group, copied from the Harry S Truman Presidential Library, consists of selected documents on the Bretton Woods conference and the early years of the Bank. A third body is copies of records from the United States Government's Office of Agriculture, Technical Advisory Bureau, Agency for International Development, dating from 1970-1976. The records relate to agricultural research and to the founding of the Consultative Group on International Agricultural Research. The final body is a copy of the J. Burke Knapp papers at the Hoover Institution, which were copied for a history of the Bank prepared by the Brookings Institution. When the copies were not longer needed by the history project they were given to the Archives. Finally, the Bank obtained copies of a few oral history interviews from the Truman Library and the Columbia University Oral History Research Office.

Reference Collection on World Bank History

Robert W. Oliver Collection on George D. Woods

  • WB IBRD/IDA WOODS
  • collection
  • 1935 - 1986

The collection includes copies of the oral interviews Oliver conducted in preparing his biography and copies of a portion of the Woods papers that he had at his disposal when writing the biography. It also contains the clippings files that George Woods maintained during his failed attempt to become the head of the Agency for International Development in 1961 and his successful appointment as head of the World Bank in 1962. Original photographs of George and Louise Woods and copies of photographs from various sources, including the World Bank, are included. The copy photographs were made for reproduction in Oliver's biography of George Woods, and many are annotated by Oliver. A small quantity of memorabilia and published materials relating to both George D. and Louise Woods is included.

Robert W. Oliver Collection on George W. Woods

Personal Papers of William Donaldson Clark

  • WB IBRD/IDA CLARK
  • collection
  • 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

Records of the Africa Regional Vice Presidency

  • WB IBRD/IDA AFR
  • collection
  • 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

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

  • WB IBRD/IDA CGIAR
  • collection
  • 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

Personal Papers of Orvis A. Schmidt

  • WB IBRD/IDA SCHMIDT
  • collection
  • 1932 - 1947

The papers cover the period of Schmidt's service with the US Treasury and include his files on his dissertation. Both the Treasury and the dissertation materials include subject files; some topics overlap; all concern Brazil exclusively. The files do not include materials on either the Bretton Woods conference or his work at the World Bank.

Schmidt obtained and translated many official Brazilian government documents for the Treasury Department. These translations are found both in a general translationfile and in subject files.

The files are of interest primarily to students of the economic history of Brazil.

Schmidt, Orvis A.

Records of the Operations (Loan) Committee

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

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

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

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

Operations (Loan) Committee

Records of the Development Committee

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

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

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

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

Development Committee

Records of the East Asia and Pacific Regional Vice Presidency

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

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

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

Asia operational correspondence (sub-fonds)

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

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

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

Country operational records

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

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

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

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

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

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

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

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

Regional operational records

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

External aid coordination

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

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

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

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

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

Departmental reference materials and subject files

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

Department directors' chronological files and project records (reference)

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

Business plan and budget management records

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

Management and oversight of unit functions

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

VP Chronological files

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

Front office administration of field offices

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

Conferences, meetings, and seminar organization and/or attendance

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

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

Committee Records

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

Front Office Reference Material

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

Briefing books and travel records

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

East Asia and Pacific Regional Vice Presidency

Personal Papers of Davidson Sommers

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

This fonds contains correspondence and personnel files, as well as speeches, articles, memorabilia, and photographs related to Davidson Sommers' employment in the World Bank's Legal Department and his work as a World Bank consultant.

Sommers, Davidson

Records of the South Asia Regional Vice Presidency

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

Note that the countries included in the South Asia Region fonds and, in particular, the "Country operational records" series, fluctuated over the years; countries were moved from one Region to another and Regional Vice Presidencies were merged and separated. This is reflected in the inclusion of records from, specifically, Afghanistan, Pakistan, and Myanmar (Burma). While the inclusion of records partially depends on the nature of their transfer (see "Archival history" for explanation), generally operational records related to Afghanistan from 1972 to 1991, Pakistan from 1987 to 1991, and Myanmar from 1987 to the present will not be included in the records of this fonds. See the "Related units of description" field of this description for the location of those records not included. There were fluctuations in the countries overseen by SAR prior to 1972, as well. However, these changes are not reflected in the inclusion of records in this fonds as a result of the reaccessioning exercise described in the "Archival history" field.

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

Country operational records

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

Records related to the Bank's projects overseen by SAR are contained in the "Country operational records" series. These records relate to investment, structural adjustment, technical assistance and other development projects financed, co-financed, or managed by the Bank. Note that projects funded or co-funded by external bodies such as the United Nations Development Programme (UNDP), national governments, and trust funds but which were executed by the Bank are also 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 unitidentified as the designated record keeping unit within the Region and, in smaller number, the Regional units that provided project support. Included are records relating to not only completed projects but also to abandoned projects (i.e. projects that were abandoned in course of preparation or that failed to gain Board approval) and suspended projects (i.e. approved projects, including those partially disbursed, which have been suspended and not resumed). Records related to the discussion and negotiationof projects that were never initiated are also included.

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

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

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

Country-specific records relating to country program management are also included in the country operational record series. These records were maintained primarily by the Country Department headquarter units and were used to document Bank Group assistance planning and strategy for each country. Records may pertain to the creation of Bank reports such as: the Country Assistance Strategy (CAS); Country Briefs; Country Strategy Papers; Country Economic Memoranda; Medium Term Framework Papers; and policy statements. These records take the form of: agendas; briefings and reports of country team meetings; final versions of reports; external reports (particularly from the International Monetary Fund [IMF]); 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. Much of the topics covered in these records are focused on various development sectors. These records primarily contain externally created reference material, although a small amount of internally generated material (such as speeches and addresses and material relatedto internally sponsored conferences and seminars) may also be included. Reference materials may include: lists of government officials; information on external consultants; newspaper clippings related to country matters; press releases related to Bank and country activities; correspondence with government officials and/or ministries; and documents related to the operations of field offices in the country. Also included, in small amounts, are books, journals, magazines, articles, extracts, directories, manuals, handbooks, guides, and dissertations originating from elsewhere in the Bank Group or of external origin. Topics include common development sectors (agriculture, transportation, education, etc.) as well as: resettlement; indigenous peoples; participation; Global Environment Facility (GEF); World Bank operation policies; country politics, legislation, and economic situation; and natural resource management.

Regional operational records

Operational records related to the South Asia region are also included in this fonds. Included are the project records of projects that span more than a single country, such as the founding of new regional banks, the establishment of a common market, tourism projects, and the creation of regional infrastructure, such as roads, ports, electric power generation and telecommunications. The types of project-related records are similar to those described in the "Country operational records" series section above. Also included are general records related to economic and sectorwork study and analysis and the development of sector and regional programs, policies and strategies. In terms of topic and form, these records are similar to the general records of the country operational series described above; this includes records related to sector study and development and analytical and advisory activities (AAA). However, records relate to either the region as a whole or to multi-country areas of the region. Also included are records relating to external institutions that work together (co-financing, sector research, information sharing, reporting) with the Region; these include, for example, the Asian Development Bank (ADB) and the South Pacific Regional Development Bank. Also included in this series are records related to the Bank's role in the resolution of the dispute between India and Pakistan over the use of water resources in the Indus Basin.

External aid coordination

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

The series contains records documenting the establishment, proceedings and activities of the consortia, aid and consultative groups convened and chaired by the Bank to coordinate external financial assistance and which the Bank provided secretarial support to. Includes India Consortium (1958), Pakistan Consortium (1960), Ceylon - Sri Lanka Aid Group (1965), Bangladesh Aid Group (1974) Burma Aid Group (1976), Nepal Aid Group (1976), Maldives Consultative Group (1984) and Timor Leste Consultative Group (1999). The groups met bi-annually for several successive years, some continuing over decades as in the case of the India Consortium which met until 1993 when it evolved into the India Development Forum and was constituted as an annual meeting to include private investors.

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

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

Department directors' project records (reference)

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

Business plan and budget management records

Fonds includes records relating to business plan and budget management (i.e. planning, implementation, monitoring, and review) activities of the Region. These records include annual budget files created by the Region's budget and administrative units as well as Business Plans covering three-year periods and Retrospective Reviews. Records relating to the budgets of Country Departments are included primarily in the form of budget reports, tools, and correspondence. Budget records created by both the Regional VP and Country Departments relating to country field offices are included (these offices also go by the names "resident mission" or "country office"). Records related to the quarterly VP Business Review Meetings 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 include: work program development; unit policy and procedures; agency structure and organization; management improvement studies; coordination and direction; departmental reviews; Regional objectives and operational directives; and staffing. Records include: work program agreements and monthly reports; research program materials; general correspondence; various task force records including some final reports; unit reviews; procedural and budget guides; management team meeting records; management retreats; records related to the 1991 reorganization of the Asia Region and subsequent reorganization of the Technical Departments; and general correspondence.

VP Chronological files

Fonds includes the chronological files of the Region's VP Mieko Nishimizu for the years 1997 to 1999. (See 5.3 of this description for the locationof other SAR VP chronological files.)

Front office administration and oversight of field offices

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

Conferences, meetings, and seminar attendance

Fonds includes records related to the establishment, organization, and output of conferences, meetings, seminars, and training organized or attended by SAR staff. Events include externally organized conferences and seminars as well as internally organized events by Bank units. Records related to the Bank's Spring and Annual Meetingsare also included. With regard to events organized or sponsored by the Region, records may relate to identification and selection of themes, topics, and speakers in addition to other planning, administrative, and logistical topics.

Committee Records

Fonds contains records relating to a number of temporary and standing committees, task forces, working groups, etc., that establish, recommend, or monitor implementation of policy and procedures and on which the Region or its units are represented or about which they are kept informed. Committees include, among others: Committee on Regional Initiatives; Research Committee; Information Management Group. Other committees internal to the Regional VP or Country Department relate to research, briefing and sector work. Records may include terms of reference, agenda, agenda papers, decisions, member lists, supporting or background documentation, and minutes and reports.

Front Office Reference Material

A variety of front office reference material is included in this fonds. Topics include: development (including specific sector work); regional economic and political issues; corruption; governance; Bank-Fund collaboration; Bank operations; information technology; communications; privatization and private sector development; cofinancing; human resources; the Quality Assurance Group (QAG); World Development Report (WDR); and World Debt Tables. Records take the form of: photocopied articles; Bank-authored reports including task force reports; Bank Executive Director memoranda; reports from external institutions; workshop publications; and seminar reports. Records received from other Bank Vice Presidencies are also included.

Briefing books

Series also consists of briefing books prepared for senior officials created by SAR units. Briefing books included were prepared for both SAR senior officials as well as other senior Bank staff in preparation for visits to South Asian countries as well as for meetings and seminars. Briefing books commonly contain: program of country visit; country overview; World Bank Group activities; visit and meeting briefs; project meeting briefs; as well as other World Bank authored reports which serve as background information.

South Asia Regional Vice Presidency

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