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Administrative files

This series reflects a variety of the activities undertaken by the Office of the Historian. The activities file contains lists of oral histories conducted by the project and lists of records the historian had when the office closed. The Paris file reports on records that are in the Bank's Paris office, while the CPP file reports on the master set of Country Program Papers, Country Strategy Papers, and Country Assistance Strategy Papers. A file that relates to the Presidents' papers includes: notes on the contents and a few copies of documents from the Eugene Meyer papers at the Library of Congress; notes, descriptions, and a list of George Woods' papers at Columbia University Library; and series descriptions of McNamara's records in the Bank.

Agenda and minutes of meetings, and background documents: Loan Committee and Operations Committee

The files for each meeting include the formal agenda and minutes of the meeting and extensive background documentation such as the project proposal (e.g., Final Executive Project Summary) and related memoranda forwarded from a region, memoranda from various units in the Bank commenting on the proposal prior to the Committee's meeting, handwritten notes taken during the Committee's meeting, draft minutes and comments on drafts, and follow-up memoranda and correspondence regarding the project. The files for the period from December 1991 to December 1995 were maintained by Orsalia Kalantzopolous, assistant to Managing Directors Ernest Stern and Gautam Kaji. When the Operations Committee replaced the Loan Committee in January 1996, the committee secretariat was transferred to the Office of the Director, Operations Policy Department (OPRDR), and John D. Shilling was appointed secretary to both the Operations Committee and the Operations Policy Committee.

Loan Committee project files

The files typically contain: discussion memoranda; discussion memoranda transmittal sheets; loan agreements; guarantee agreements; project agreements; reports and recommendations of the IBRD President to Executive Directors; agreements amending guarantee agreements; and memoranda regarding either withdrawal of loan offers or loan modifications. A small number of files contain minutes of Loan Committee meetings. Project files for the Bahamas (1973) and Barbados (1973) include memoranda and other documents relating to their applications for membership in the IBRD and documents indicating approval actions taken by the IBRD.

The bulk of these records are dated 1980 - 1987. Very few Loan Committee project files survive from the 1970s because in September 1971 the Committee and the staff of the Bank's Administration Department decided that once a project file was more than two fiscal years old, it would be discarded.

Policies and Procedures

This series consists of records related to the development of policies and procedures for the OED. Policies and procedures for OED programs and work products were developed in intra-OED correspondence, staff meetings, retreats, committees, and working groups and via Bank-wide task forces, committees, issuances, and operational manuals. The majority of the series consists of records created and received by the OED Directors-General (OEDDG) and OED Directors (OEDDR) that relate to the development of Department policies and procedures. Most of these guidelines relate to the creation of OED work products, such as audit reports, impact evaluation reports, Country Assistance Reviews and Evaluations, and special evaluation studies.

The series also consists of records documenting meetings of the Department Management Team (DMT) as well as records related to Departmental Management Team retreats.

Bound Reports and Studies Maintained by the DGO's Reference Library

The series consists of three sets of leather bound volumes that were maintained in the Office of the Director-General, Operations Evaluation (DGO). Volumes are titled: Annual Reports - Annual Reviews - JAC Reports - JAC Subcommittee Reports (October 1971 - November 1995); Project Evaluation - Project Performance Audit Reports (PPARs) - Project Completion Reports (October 1972 - August 1994); and Special Studies - Impact Evaluation Reports (July 1973 - August 1994).

Chronological files

This chronological series contains both incoming and outgoing correspondence transmitted through email, postal mail, or fax. Some handwritten notes between the three co-authors are included. There is no general chronological file between August 1, 1991, and June 30, 1994. Some of the correspondence includes commentary on the history of the Bank, particularly in the chronological file of John Lewis, but the majority of the messages are routine, such as requests for oral interviews and requests for data and documents from Bank offices. Other correspondence consists of comments on drafts, either on draft chapters of the history or on other writings by the authors. Two small files contain a single incoming letter from Sidney Dell (1990) and Peter Wright (1992), each enclosing multiple documents for the authors to use.

Interviews

At the first meeting of the project's advisory committee in January, 1990 the authors were advised to undertake a series of interviews. The authors agreed and embarked on an extensive interview program, ultimately talking with 149 persons. The interviews were conducted during the entire life of the project and included discussions with current and former Bank staff and executive directors, persons from related institutions such as the International Monetary Fund and the Asian Development Bank, and prominent external observers of the Bank. Some of the interviews were noted in footnotes in the published volumes of The World Bank: Its First Half Century. Series contains dupicate reference copies of almost all of the original interview tapes.

A series of interviews were conducted during a research trip the authors made to India, Bangladesh, Indonesia and the Philippines in November, 1991. These interviews were primarily with national leaders and focus particularly on the 1980s.

Some of the persons interviewed by the authors were also interviewed by the Bank's own oral history program; some also were interviewed by Robert Oliver for his biography of Bank president George D. Woods. The series also contains some of the transcripts from these older interviews.

Country economic research and assessment

The records in this series primarily relate to the World Bank's involvement in the transition from planned to market economies in Russia immediately following the dissolution of the Soviet Union. Records specifically relate to missions made by Bank officials, including John Nellis, to the then Soviet Union in September and October 1990 and to Russia in November 1991 and August and September 1992. Series primarily consists of handwritten notes written by Nellis during these missions.

The 1990 mission to the Soviet Union was the World Bank's first and was undertaken with staff from the International Monetary Fund (IMF), the Organisation for Economic Cooperation and Development (OECD), and the European Bank for Reconstruction and Development. The mission resulted in the publication of the joint authored 'The Economy of the USSR: Summary and Recommendations'. During the trip, John Nellis's role was to examine the prospects for enterprise reform and privatization primarily through interviews with Soviet ministries (including Ministry of Justice and various sector and union ministries), other government officials, companies, financial authorities, and academics.

Notes taken by Nellis during these interviews are included in this series. The handwritten notes are heavily annotated in Nellis's hand. A transcription of the notes is also included as is a brief summary of the trip authored by Nellis and submitted to a select number of Bank staff. Further, notes authored by Nellis for a presentation to Bank President Barber Conable are included. The presentation, dated November 10, 1990, is titled, "Soviet Economic Study: Enterprise Reform and Privatization Component" and summarizes what the mission to the Soviet Union learned about potential enterprise reform and suggests avenues for the Bank's involvement in the reform process. In addition, a World Bank Discussion Paper authored by Nellis entitled "Improving the Performance of Soviet Enterprises" is included. The paper is based on interviews undertaken by Nellis during the 1990 mission and was published in 1991.

Records relating to a second trip to Moscow by Bank officials in November 1991 are also included. The purpose of the trip was to gain knowledge about the state and its economy and advance the process of enterprise reform and privatization. Notes are, again, handwritten and heavily annotated by Nellis. The World Bank team also stopped in Hungary and notes from Nellis's meetings in Budapest are also included. A mission summary authored by Nellis entitled "Privatization in the Republic of Russia" is also included.

Records relating to a third trip to Moscow in August and September of 1992 are also included in this series. Nellis was charged with researching corporate governance and property funds. Again, records include handwritten notes made by Nellis during interviews with Russian government officials and other interested parties, both Russian and international. Topics include: economic and political developments in Russia; privatization efforts; voucher program; corporate governance; finance sector; energy sector; foreign investment; and inflation.

The series also contains a small amount of notes made by Nellis during a series of talks and meetings between May 18, 1992 and May 27, 1992. The notes appear to have come from the same notebook as the Soviet Union/Russia notes. These events include a number of Bank staff and external parties speaking on privatization in Russia and EasternEurope. A separate set of notes on a talk by World Bank staff member Qimiao Fan in April 1995 on restructuring of Russian enterprise is also included.

UNDP project administration

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

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

Speech reference collection

This series contains speeches made by Bank staff and, in lesser amounts, Bank consultants, Executive Directors, and government officials. These records were maintained by EXT staff as a reference collection. In addition to speeches, a small amount of similar materials are included, such as: talking points for speeches; transcripts of radio addresses, lectures, press conferences, and interviews; and a small number of published articles.

Note that, while one of EXT's responsibilities was to serve as speechwriter for the Bank President and other senior staff, there is no evidence of speechwriting activities contained in the records of this series. Additionally, EXT staff were regularly responsible for fielding requests for appearances and speeches by Bank Presidents and managing logistics related to those appearances; records related to these activities are likewise not included in this series.

Speeches of Bank Presidents

Speeches made by every Bank President from 1946 to 1999 are included. Presidential speeches contained in this series were delivered to a variety of audiences, both internally and externally, although the latter is more common. The most frequent audience is the Board of Governors at the Bank's Annual Meetings. Other external audiences include international organizations (including the United Nations and its various councils, divisions, and conferences), clubs, associations, and academic institutions.

The speeches of Bank Presidents contained in this series are often small pamphlet-sized publications. This is most commonly the case with the annual Address to the Board of Governors given at the Bank's Annual Meetings. Other formats include photocopies and press releases.

Only three speeches made by President Eugene Meyer are included in this series. Two of the speeches, both dating from 1946, are from: the Annual Meeting of the Academy of Political Science; and a dinner in honor of the World Bank and International Monetary Fund's (IMF) Boards of Governors. The third speech, from 13 January 1947, was given to the Canadian Club subsequent to Meyer's resignation as Bank President.

President John J. McCloy's speeches date from April 1947 to June 1949. In addition to speech transcripts and the scripts of two television programs McCloy participated in, the script for his three-part lecture given at John B. Stetson University in February 1949 is also included. Statements made by McCloy to the United States Senate Committee on Foreign Relations in January 1948 and the House Committee on Bank and Currency in May 1949 are also included.

The speeches of President Eugene Black date from 1947 to 1962. These include speeches from 1947 and 1948 made by Black while serving as the U.S. Executive Director to the Bank. In addition to his speeches, a single folder includes Bank press releases related to Black's appointment as President of the Bank and to other matters. A small number of photocopied magazine articles profiling Black are also included.

President George D. Woods' speeches date from January 1963 to May 1968. In addition to speeches, a small amount of Bank press releases related to Woods' appointment as Bank President as well as magazine articles related to Woods and the World Bank are included; the latter includes a copy of Forbes magazine dated 15 December 1963 featuring Woods on the cover. An article authored by Woods and published in Foreign Affairs magazine in January 1966 is also included.

The majority of President Robert S. McNamara's speeches are in published form and date from 1968 to 1981. Three speeches given by McNamara following his departure from the World Bank are also included: the Sir John Crawford Memorial Lecture (1 November 1985); the Africa Leadership Forum (21 June 1990); and the Annual Conference on Development Economics (25 April 1991).

President A. W. Clausen's speeches date from 1981 to 1986. Clausen's addresses to the Board of Governors are available in published pamphlet form as are a small number of other speeches. The remainder are photocopies.

President Barber Conable's speeches date from 1986 to 1991. Conable's addresses to the Board of Governors at the Annual Meetings from 1988 to 1990 include translations in a number of languages, including: Arabic, Chinese, Japanese, Spanish, Portuguese, German, and French.

President Lewis Preston's speeches date from 1991 to 1994. Only talking points are included for a number of his speeches.

President James D. Wolfensohn's speeches date from 1997 and are relatively few in number. Speeches are filed alongside those of other Bank staff and external political figures.

Bank staff (non-President) and other speeches

This series also contains speeches made by Bank Group staff (including International Finance Corporation [IFC] staff) and, in far less number, Bank consultants, Executive Directors of the Bank, country leaders and ministers, and other prominent external figures. The majority of the speeches are by International Bank for Reconstruction and Development (IBRD) staff. Speeches date from 1946 to 1993. In addition to speeches, a small number of interview transcripts, statements, and published articles are included. In most cases, there are between one and three speeches per individual, although in the case of more senior staff, the number of items can exceed a dozen. Drafts of speeches are included, although in very small number. Translations of speeches are included for some speeches and in a few cases the speech exists only in a language other than English; in the case of the latter, the most common languages are French and Spanish.

Note that some speeches by senior External Relations staff that were filed alongside the speeches of other senior Bank staff are included in this series. These include speeches, lecture and press conference transcripts, speech notes (with hand-written annotations), and published articles dating from 1996 to 1999 by EXTVP Mark Molloch Brown.

EXT speechwriters' reference collection

A group of speeches maintained as reference copies by EXT speechwriters from 1981 to 1989 are also included in this series. Speeches made by Presidents Clausen and Conable are the most common in this collection. Conable's speeches from August 1987 to September 1989 are interfiled with speeches made by other senior Bank staff and prominent external figures. Conable's speeches, however, still make up the majority of the records during this period.

Policy Research Department Poverty and Human Resources Division (PDRPH) Research

This series contains a variety of research materials accumulated in support of research projects undertaken by various staff in the Policy Research Department (PRD) and its predecessors, the Poverty Analysis and Policy Division (PHRPA) and later the Welfare and Human Resources Development Division (PHRWH) of the Population and Human Resources Department.

This series contains background materials, and administrative and research records from 1972 to 1991 (predominant 1985-1991) relating to the Living Standards Measurement Survey (LSMS) update for Peru in 1990. Records were compiled by Gillette Hall who was, along with Peruvian economist Richard Webb, responsible for the update. The original LSMS for Peru was conducted in 1985-1986 jointly by the Peruvian government and the World Bank (specifically the Education Department and the Development Research Department). These records consist of World Bank and Peruvian government studies, reports, and articles containing background materials on social and economicconditions in Peru, 1972 - 1985, that were gathered as part of the first survey. There is also a small amount of administrative material (back-to-office reports, notes regarding data entry, sample questionnaires, a summary of initial results from the survey, a list of studies based on the 1985 - 1986 data, and notes on fieldwork) relating to the first survey. Hall's records of the 1990 survey and of later research regarding Peru include: applications for funding; notes regarding the project's budget and sampling methods; background articles and reports on Peru published after the 1985 - 1986 survey; back-to-office reports for the Peru Social Sector Review, January 14 - 25, 1991 and for a mission to prepare for the update of the LSMS, June 17 - 18, 1991; correspondence concerning a fiscal year 1992 regional study to include programs in Peru; a copy of Hall's Cambridge University Master's thesis; notes prepared for a presentation on the 1990 survey; articles by Hall regarding conditions in Peru; and various drafts of an article on poverty in Peru by Hall and by Paul Glewwe of the PHRPA and later the PHRWH of the Population and Human Resources Department.

The series also contains records compiled by Elizabeth M. King relating to nine Bank published research papers pertaining to Peru that were authored, co-authored, or reviewed by King while working as an Economist first in the Education and Employment Division of the Population and Human Resources Department (PHREE) and later in PRDPH. The nine papers appear to have been based primarily on findings from the Living Standards Measurement Survey (LSMS) conducted in Peru. Six of the nine papers were published in the LSMS Working Papers series. Two papers were published in the Bank's Policy, Planning and Research Working Papers series and one paper was published as a Policy, Planning and Research Working Paper. In addition to drafts of the papers, which relate primarily to education and wages in Peru, the series includes: reference copies of other papers relating to Peru; computer generated tables relating to wages, GDP, and education in Peru; copies of a few papers presented by King at professional meetings; 5 1/4 inch floppy discs primarily containing different versions of reports as well as a small amount of research; and presentation materials. There is also some correspondence concerning a proposed book based on findings of the Peru LSMS.

Finally, records relating to World Bank staff research as part of the Youth Training and Employment Partnership Programme (YTEPP) in Trinidad and Tobago are included in this series. Most of the records were created in the PHRWH, although activities related to the YTEPP were moved to PRDPH in 1993. Records include correspondence, back-to-office reports, Terms of Reference, memoranda, YTEPP publications, questionnaires and codebooks. Also contained are 3 1/2 inch floppy discs that appear to contain research data in various forms.

Chronological File of EAS Director

Series consists of chronological files maintained by EAS Director Vinod Dubey from between January 1989 and November 1990. After Dubey's appointment as director of EAS in June 1987, he continued many of the duties he had in the Country Policy Department (CPD): coordinating the Bank's interaction with the Paris Club, the Berne Union, the OECD Export Credit Group, and the International Monetary Fund; reviewing country strategy papers and Structural Adjustment Policy Framework Papers (PFPs); providing the SVP Operations with analysis on operational issues and policy initiatives; serving as the Secretariat to the Operations Committee; and providing advice and support to the Regional staff on major policy questions, especially regarding country strategies, adjustment operations, and country economic and sector work. Much of the records in this series relate to the duties listed above and take the form of agendas, schedules, and requests for comments or review for discussion. In the case of the latter, the reports and policy papers are rarely attached.

Research Project Files Maintained by the Research Administrator

The records in this series are the official project files maintained by the office of the Research Administrator and predecessor units for research projects funded wholly or in part from the Research Support Budget (RSB). Research proposals were received from the Regions, Sectors, and from DEC or earlier Economics and Research Staff (ERS) units. Research proposals dealt with development policy and planning, finance and trade, capital markets, rural development, industry, infrastructure, poverty and socialwelfare, labor markets, education, environmentally sustainable development including environmental economics, energy, agriculture and natural resources, private sector development, regional development, and population.

The series is arranged in five parts, the first four of which cover overlapping time periods from 1981 to 2000. The fifth segment consists of a single research project file for the 1995-1997 period maintained by a project manager. The bulk of the files in this series include: a project proposal; memoranda to project proposal reviewers for projects that exceeded the cost ceiling for approval by the Research Administrator, reviewers' evaluations of the project proposal; the project manager's response to the reviewers' evaluations; Research Advisory Staff (RAD) memoranda to members of the REPAC [Research Projects Approval Committee] or the Research Committee (RC) subcommittee selected to review the proposal; comments from subcommittee members; the project manager's response to the subcommittee's comments; minutes of the REPAC or RC meeting at which the proposal was discussed; intra-RAD memoranda discussing the project; RAD's memorandum to the project manager conveying approval and funding of the project; Back-to-Office Reports (BTOs) from missions connected to the project; correspondence between the project supervisor and the Research Administrator that may include requests for an extension of the project completion date or for additional funds; budget tracking reports; a project completion report on a standardized form; and copies of the publications and papers that constituted the output from the project. Not all of the files contain completion reports. Some files include status reports and comments on the proposal from Regional organizations.

Among the earlier files in the series are four files for research projects associated with the Living Standards Measurement Study (LSMS) (RPO file nos. 673-22, 673-38, 674-17, and 674-19). Some of the files in the series that predate 1990 relate not tospecific research projects but to administrative matters relating to research: authorizations for the transfer of funds from the RSB (RPO 671-99); costs for the World Bank Economic Review (RPO 673-570), the Research Observer (RPO 673-61), and the World Bank Research News (RPO 673-71); RAD costs for the First Annual World Bank Conference on Development Economics (RPO 674-82); and routine authorizations for the transfer of funds from the RSB for consultants, project proposal reviewers, etc. (RPO 671-99). The Research Policy Council (RPC) approved funding for the three previously mentioned publications.

Beginning in 1991; the records within each project file were divided into five categories, each with a separate tab: proposal; reviews; correspondence; budget; and completion. Filed under the proposal tab is the formal project proposal sent to RAD and correspondence between the RAD staff and the project manager. Under the review tab are RAD's correspondences with referees who agreed to comment on the proposal, the referees' comments, and the project manager's responses to RAD regarding issued raised by the referees. The items under the 'correspondence tab include a wide range of records: intra-RAD memoranda regarding a project proposal; reports from the Research Committee subcommittee that reviewed the project proposal; notices that the project manager and/or the managing unit had changed; replies from the manager to specific questions from RAD staff; requests for deadline extensions; BTOs from missions connected to the project; copies of book reviews of publications resulting from a research project; and handwritten notes of RAD staff. Correspondence under the budget tab generally includes a copy of the RAD memorandum to the project manager indicating the proposal had been approved and explaining how the budget should be managed. In addition, there may be requests from the project manager for additional funds or for an extension of the completion date, and a copy of RAD's instructions as to how to handleproject funds remaining at the end of the fiscal year. Not all of the files for 1991 and later contain a project completion report under the completion tab. Some files contain copies of publications resulting from the research output or a RAD memorandum requesting an overdue project completion report under this tab. A small number of the project files created after 1991 are for funding conferences and workshops, expenses connected with the Bank's Visiting Research Fellows program, and the production of avideo of the slide presentation used as the keynote to a conference. The file for Symposium/Workshop on Accelerating Native Forest Regeneration on Degraded Tropical Lands (RPO 677-67) contains only the materials distributed to workshop attendees and a note indicating that no file for the project could be found.

Project Manager John Nash's file (fifth part of series) for the research project Regulating Technology Transfer: Impact on Technical Change, Productivity and Incomes covers the years 1995-1997 andincludes a request for RSB funding for the project; a response to the review of the research project; expense/budget reports for the project; Terms of Reference for missions connected to the project; a copy of a consultants BTO report for December 1995 visits to Malawi, Zimbabwe, Kenya, and Ghana in connection with project; and Nash's correspondence with consultants associated with the project. The official file for this research project is also in this series.

Project evaluation reports are not in the files in this series, but, in most cases, the project completion report, when present in the file, has been annotated to indicate that the evaluation was completed.

Research File of Bela Balassa

Most of the correspondence in this series covers the period when Balassa reported both to the Vice President, Development Policy Staff (VPD, later Vice President, Economics and Research [VPERS)] and to the Director of the Development Research Center (DRC), and, after the 1987 Reorganization, the Vice President, Development Economics and Chief Economist (DECVP). He also served during this period as Chairman of the Development Policy Staff Trade Advisory Committee. The files are loosely organized around Balassa's projects while serving as consultant to the Bank during this period.

Included are Balassa's completion reports for some of the projects he personally carried out, his comments on proposals and research projects conducted by others in the Bank, and correspondence with the Research Projects Approval Committee (REPAC) and the head of the Research Administration Unit in VPERS. Some files contain background materials, including statistical data, used in Balassa's research. Specific documents include: Terms of Reference (TOR) for a May-June 1983 mission to Tunisia led by Balassa that constituted the first phase of a study on employment creation; his TOR and Back-to-Office (BTO) Report for a January 1985 Industrial Policy Mission he led to Tunisia; and his report on his coordination of a Latin American development strategy study (introduced by David Rockefeller) while on leave from Johns Hopkins University. Correspondence, including a BTO Report, for a mission to Venezuela Balassa led from January to October 1987 to hold discussions with the Venezuelan government on the economy and possible resumption of Bank lending is also part of the series.

Also included in the series are copies of talking points and papers Belassa prepared at the request of high-level Bank officials and correspondence with DECVP. Belassa's handwritten notes and drafts can be found throughout the series.

Records of the Social and Economic Statistics Committee (SESC)

The Bank-wide Social and Economic Statistics Committee (SESC) was established in 1987 and was responsible for advising the Senior Vice President, Policy, Planning and Research (SVPPR) on policies of the Bank's social and economic statistical services. It served as a Bank-wide forum for ensuring that the interests of the Bank's socio-economic data collectors, managers, and users were adequately considered. The Committee met at roughly quarterly intervals; the Chief Economist (DECVP) was chair and Ramesh Chander, Statistical Adviser (DECVP), was ex-officio Secretary.

This series contains a small collection of SESC records that D.C. Rao maintained while he was Director of the Risk Management and Financial Policy Department (FRS) and a member of SESC. This set of the Committee's records includes lists of members; Terms of Reference; minutes of the first meeting held on September 8, 1987; an August 11, 1988 note from Stanley Fischer summarizing the major issues regarding the Bank Economic and Social Database (BESD) prior to a discussion of BESD at a SESC meeting; and a copy of the 1987 questionnaire for Short Term, Long Term and Credit Worthiness Surveys.

While Rao was neither the Chair nor the Secretary for this Committee, there are no known records related to the SESC found in the custody of the World Bank Group Archives. Therefore, this set of records is retained permanently.

Stanley Fischer's Chronological File of Correspondence with Bank Staff (Internal Chronological Files)

The correspondence in this series documents Stanley Fischer's wide range of responsibilities as DECVP. Fischer did not officially assume the duties of DECVP until January 1988 and much of the correspondence in the series prior to that time concerns organization of the VPDEC Front Office, personnel matters, and scheduling of meetings. A significant amount of his correspondence is from the directors and division chiefs of the International Economics Department (IEC), the Country Economics Department (CEC), the Economic Development Institute (EDI), and his Front Office staff. Incoming communications are found with some of Fischer's outgoing memoranda, letters, e-mail, handwritten notes, and other communications. Copies of policy briefs and outlines for studies and papers, policy papers, and research papers on the debt crisis, structural and sectoral adjustment lending, trade policy, environmental issues, and other international economic issues were forwarded from the divisions and the Front Office for Fischer's review and/or further action. Structuring of work programs, proposals for the annual World Development Report (WDR) and drafts of the WDR, World Debt Tables, and proposals for EDI training are also subjects of Fischer's correspondence.

As Chief Economist, Fischer served as principal economic adviser to President Barber Conable (EXC) and to W. David Hopper, Senior Vice President, Policy, Planning and Research [PPRSV] and Hopper's successor, Wilfried P. Thalwitz, Senior Vice President, Policy, Research and External Affairs [PPRSV]. Fischer's memos, informal notes, and other communications with PPRSV are found throughout the series. Memos and informal notes sent in his role as Chief Economist to Moeen A Qureshi, Senior Vice President, Operations (OPNSV) and Ernest Stern, Senior Vice President, Finance (FNSV) concern matters coming before the Operations Committee.

Found with correspondence for 1988 are Fischer's briefing papers for Conable for a June 1988 meeting at the Bank with the Director-General, GATT, Arthur Dunkel and for an August 1988 meeting with Julius Katz, Chairman of the Uruguay Round Negotiating Group on the Functioning of the GATT System (FOGS); Fischer's background paper containing information for an October 1988 meeting between Conable and Romano Prodi, President of the Instituto per la Ricostruzione Industriale (IRI); memos prepared for Conable on the debt problem (May 1988) and Argentine loans (August 1988); and talking points for Conable's May 1988 speech at the brookings Institution.Among the 1989 correspondence are talking points Fischer prepared for a Conable-Camdessus luncheon meeting on proposals to improve collaboration between the Bank and IMF; a policy brief prepared for Conable on Experience in Trade Reform (April 1989); an informal memo on the Brady Plan debt strategy (April 1989); a draft memo to Conable on World Bank Intellectual Leadership (September 1989); and a formal proposal to Conable regarding establishment of a Socialist Economy Reform Unit within CEC (October 1989)which was approved the following month. Among the 1990 correspondence are several memos containing talking points for Conable-Camdessus luncheon meetings.

Fischer also corresponded with OPNSV regarding the classification of economists. Found throughout the series are Fischer's memos announcing meetings of the Economists Review Panel which he chaired, announcing actions taken by the panels, addressing appeals to the panels' actions, and inviting Bank staff to fill panel vacancies. The series also contains Fischer's correspondence as Chairman of the EDI Advisory Board and the Research Committee and his correspondence with the Research Administrator (RAD). Some Fischer correspondence with the Vice President, Sector Policy and Research [PREVP], Visvanathan Rajagopalan, is also part of the series.

Back-to-Office (BTO) Reports prepared by Fischer following trips to Argentina, Germany, Switzerland (Geneva), and China in 1988, to Kenya, Nigeria, Senegal, Tanzania, Yugoslavia, and Poland in 1989, and Japan, Israel, India, Poland, and London in 1990 are in the series. Also part of the series are copies of speeches, Il Messagero articles, and other papers Fischer prepared that were sent to DEC managers who provided him input. Correspondence with other Bank officials and papers forwarded to him for comment from other Bank offices and some outside economists are part of the series. Routine correspondence concerning administrative and personnel matters are scattered throughout the series. Fischer's last official day as DECVP was August 31, 1990 but the series includes correspondence for September - December 1990 during which time Fischer made brief visits to the Bank from the Massachusetts Institute of Technology (M.I.T.) and served as a consultant to the joint Bank/IMF study of the Soviet economy.

Background Materials Compiled by the Public Sector Management and Private Sector Development Division (CECPS), Country Economics Department (CEC) for Privatization: The Lessons of Expereince

These files contain the background materials compiled for use in a study carried out by Sunita Kikeri, John Nellis, Mary Shirley, and other staff from the Public Sector Management and Private Sector Development Division (CECPS) of the Country Economics Department. Their study, published by the World Bank in August 1992 as Privatization: The Lessons of Experience reviewed the experiences of both developing and industrialized countries with state-owned enterprises (SOEs) and the privatization of those enterprises. The background materials in this series cover issues relating to state-owned enterprises and Bank-supported efforts to privatize such enterprises; public enterprise sector reform projects; structural adjustment programs; enterprise development projects; economic management capacity building projects; divestiture design studies; export development projects; and technical assistance for economic reforms. Most of the materials are Bank Group documents: Staff Appraisal Reports, Memoranda of the President, Initiating Memoranda, and minutes of meetings of the Operations Committee regarding proposed loans and credits; published reports and studies; published EDI [Economic Development Institute] and PRE [Policy, Research and External Affairs Complex] working papers; Back-to-Office Reports from supervision, economic, or technical assistance preparation missions; Country Economic Memoranda (CEM); copies of Intra-Bank correspondence; and World Bank daily news summaries. Non-Bank materials include news articles;copies of book chapters; academic conference papers and lectures; reports published by governments of client countries; IMF newsletters; and annual reports of state-owned utility companies, airlines, and telecom enterprises.

Project Files for the UNDP/World Bank Trade Expansion Programme (TEP) Maintained by the Chief, International Trade Division (IECIT)

This series contains the project files for Phase I, 1987-1991 (Project INT/86/033/A/01/42) and part of Phase II, 1991 - 1994 (Project INT/90/036/A/0142) of the joint UNDP/World Bank Trade Expansion Programme (TEP) to provide technical and policy advice to countries that intended to reform their trade regimes. These files were maintained successively by the Trade and Adjustment Policy Division (CPDTA) of the Country Policy Department, the Trade Policy Division (CECTP) of the Country Economics Department, the Trade Policy Division (PRDTP) of the Policy Research Department, and the International Trade Division (IECIT) of the International Economics Department. Jaime de Melo (CECTP) was the original project co-director with Thomas Cox (and later Timothy S. Rothermel) of the Division for Global and Interegional Projects, UNDP. Most of the files concern Phase I of the project and include copies of the formal signed Project Documents for Phase I and Phase II; CECTP staff (Jaime de Melo, Maria Lozos, Vinod Thomas, Oli Havrylshyn, and John Nash) correspondence with Cox, Regional Bank staff, project consultants, and officials in the countries involved in the project; Terms of Reference for project consultants; Back-to-Office reports from CECTP staff and consultants who completed missions in connection with the project; and a copy of the brochure for the project. Documents spanning both Phase I and Phase II include: copies of the 11 Occasional Papers about trade expansion issues written in conjunction with the project; copies of Country Reports chronicling the TEP experience in 16 countries; and summary Country Reports for Morocco, Poland, and Uruguay.

International Economics Department (IEC) Secretariat Records of the Planning Assumptions Committee MAintained in the International Economic Analysis and Prospects Division (IECAP)

This series contains copies of PAC Memoranda, summaries of meetings, and other records of the Planning Assumptions Committee (PAC) and related records of the Economic Analysis and Projections Department (EPD) and later of the International Economic Analysis and Prospects Division (IECAP), the two units that maintained these records.

Originally formed in the early 1970s as the Deflator Committee, the Committee approved the deflator projections to be used in Bank financial planning and in project appraisals. Late in 1980, the name was changed to Planning Assumptions Committee, and its role was broadened to cover a wide range of key indicators of change in the global environment. By establishing common planning assumptions about the world economy, the Committee ensured that the various parts of the Bank used the same projections for economic and sector work, project analysis, financial and budget analysis, and the World Development Report. The Global Analysis Division (EPDGL) of EPD and later the International Economic Analysis and Prospects Division (IECAP) of IEC prepared the background analysis and projections for PAC. This series includes memoranda from those two units transmitting projections data to the PAC chairman. That data was incorporated into the PAC Memoranda which were issued twice a year, in the spring and the fall, to units throughout the Bank. By the late 1980s, these memoranda were issued directly by IECAP, through the Director of the International Economics Department (IECDR) as PlanningAssumptions for Major Macroeconomic Indicators and Financial Indicators. In addition to the official PAC memoranda, there are intra EPD and IEC memoranda documenting the process of compiling the planning data.

Secretariat's Copies of Policy Papers and Minutes of Policy Review Committee Meetings and of Staff Review Meetings

The Policy Planning and Program Review Department staff (Pedro-Pablo Kuczynski, Frank Vibert, and Shahid J. Burki) served as the secretariat for the Policy Review Committee (PRC). This series contains the secretariat's set of policy papers and the notices of meetings and minutes of staff review meetings and of Policy Review Committee meetings at which the policy papers were discussed. The policy papers, which were drafted by various units throughout the Bank, were distributed for review at the PRC stafflevel or by the Policy Review Committee as a whole or were widely distributed throughout the Bank for comment or for information purposes prior to consideration by the Executive Directors. The files contain the various versions of a paper as it proceeded through the review process. The policy papers cover a broad range of subjects: sector issues, project costs overruns, the lending policies and practices of IDA, the World Bank's approach to interest rates and credit allocation issues, and the establishmentof the Third Window.

Support and communications of the Office of the President and senior staff

The staff support and communications of the Office of the President and senior staff series includes records related to a variety of activities undertaken by External Relations (EXT) departments. These include: authoring correspondence for senior staff and Bank presidents; scheduling and managing logistics for media relations and speaking engagements; liaising with the press with regard to publication requests; and authoring briefing books for mission travel and meetings. This series contains records related to these activities in addition to subject and reference files.

Series contains records related to the authorship of correspondence for the Office of the President (EXC). The correspondence was authored for Bank Presidents Robert McNamara (1968 to 1981), A. W. Clausen (1981 to 1986), and Barber Conable (1986 to 1991). The records include correspondence received by EXC and forwarded to EXT for response. Forwarded correspondence is accompanied by EXC's forms for requests of action (i.e. author a response,file with EXT records, provide advice, etc.) Topics of correspondence are wide ranging and include: requests for interviews; invitations to conferences and meetings; research proposals; and letters of introduction.

Also included in this series are records related to the scheduling and logistics planning provided by EXT for media interviews in which Bank presidents participated. Records relate to interviews with Presidents McNamara and to a lesser extent, Conable. Records include: correspondence leading upto the interview; internal memoranda concerning logistics; proposed questions and answers; and a clipping or a full transcript of the actual interview. Records relate to print interviews with the Wall Street Journal, Newsweek, Washington Post, New York Times and Life magazine. Television interviews include the BBC, Italian television, and McNamara's appearance on NBC's Meet the Press in 1974. The records related to McNamara's Meet the Press appearance include preparation notes, transcripts from the episode, and correspondence from viewers.

Records relating to EXT's support of press conferences in which President Conable participated are also included. Records include transcripts of press conferences and press interviews for the years covering 1986 to 1989. Topics include: Bank's 1987 Reorganization; Annual Meetings; annual reports; the establishment of the Multilateral Investment Guarantee Agency (MIGA); Bank policies on the environment; a 1988 loan package to Argentina; indebtedness; adjustment lending; and a 1989 loan package to Mexico. Series also includes records related to press conferences involving Sir William Ryrie (International Finance Corporation [IFC] Executive Vice President), Yoshio Terasawa (Executive Vice President of MIGA), and Ibrahim F. I. Shihata (World Bank Vice President).

Also included in this series are records related to the requests for speeches by Bank senior staff including the president. The majority of these records consist of correspondence with external organizations that are requesting participation by Bank staff in their conferences, meetings, and other events. In the cases where invitations were accepted, a transcript of the speech given is often included. In addition to requests to Presidents Black, Woods, and McNamara, requests are also made to a number of other World Bank vice presidents. A small amount of records related to World Bank policy with regard to speaking events is also included. Records date from 1950 to 1968.

Records relating to requests for article submission to periodicals and other publications are also included in this series. Records relate to requests made to Presidents Woods and McNamara. Records include correspondence with media representatives in which requests for articles are made. Records also relate to the submission of articles, including drafts (often with hand-written annotations) and final versions as well as correspondence with the publisher.

The series also includes records relating to logistical and program support for tours of member countries made by senior Bank staff including Presidents McCloy, Woods, and McNamara. Records date from 1947 to 1968 and consist of internal memoranda, correspondence (including invitations), and itineraries.

The series also contains briefing books prepared by EXT staff for President James Wolfensohn between 1996 and 2005 in support of his various trips and conferences. The briefing books include event background, speaking points, transcripts of speeches, meeting notes, agendas, itineraries, biographical and relevant information on meeting participants, and media biographies. Briefing papers relate to: Wolfensohn's visits to Geneva, Spain, and Switzerland; UN Special Representative Secretary General seminars; Annual Meeting seminars; and the 2002 Monterrey Mexico conference on development financing. There are also briefing papers and supporting materials for Wolfensohn and other staff members related to G-7 meetings from 1995 through 1997. A small number of briefing papers for Mats Karlsson (Vice President of External and United Nations Affairs [EXTUN]) covering 1999 to 2001 are also included.

The series includes recordings and transcripts (including physical and electronic formats) of President Wolfensohn's various internal addresses to staff. These include: high-level workshops, end of year messages, senior management meetings, townhalls, and, most voluminously, his semi-regular "journal" recordings that update staff on Bank operations and activities. This collection of speeches was to be included in Wolfensohn's online "Speech Bank" and incorporated into the Renewal website. The versions in this series were maintained by EXT as a reference collection.

Records also relate to EXT's involvement in the management of internal facing World Bank Group websites. Specifically, records relate to the creation of the Renewal website, a staff-focused resource providing updates on the 1997-1998 reorganization as well as other ongoing administrative and operational initiatives. Records include: email correspondence; materials related to the testing and creation of website content; reports created by the Planning and Budgeting Department; and printouts of pages from the Renewal site. The series also includes materials related to the creation and management of the EXC website from 1998 to 2000. These records include internal correspondence within the department for updates, requests for approval of information to be included on the website, drafts of page content, requests for images for website use, and printout copies of webpages.

The series also includes memoranda summarizing recommendations made by the Pearson Commission on International Development which investigated the effectiveness of the World Bank's first 20 years of operation. These memoranda, dated from 1969 to 1970 and authored by EXT staff for review by the Executive Directors, address specific topics such as education, population, economic reports, debt relief, and aid coordination. The memorandum has handwritten notes written on them by President McNamarato members of the Board.

Contacts - Member Countries files

The Contacts - Member Countries files are the record of President McNamara's meetings with famous individuals, representatives of member countries other than the United States, and representatives of organizations (e.g., Executive Directors, Annual Meeting delegates, heads of States and organizations, government officials, parliamentarians, bankers, businessmen, industrialists, economists, journalists). The files contain minutes of meetings, briefings, questions and answers for press interviews, background material and some correspondence.

Although the minutes were generally prepared by staff from the concerned region or the Personal Assistant to the President, the files contain many memoranda of conversations and notes on meetings and visits drafted by McNamara, some handwritten. Also in McNamara's hand are a number of points to discuss for meetings and annotations on the briefs prepared by staff. Among the items personally drafted by McNamara are notes of, or for, meetings with King Baudouin (1969), Pierre Trudeau (1976), Anwar Sadat (1975), Georges Pompidou (1969), Valery Giscard d'Estaing (1972, 1975, 1979), Karl Otto Poehl, Hans Dietrich Genscher, Helmut Schmidt (1975), Indira Gandhi (1973), the Shah of Iran (1973), Felix Houphouet-Boigny (1969), Takeo Fukuda (1978), William Tolbert (1973), Nicolae Ceausescu (1968), Leopold Senghor (1969), Alec Douglas-Home (1972), Edward Heath (1973), U Thant (1969), Joseph Mobutu (1972).

Records of Economic Advisor Irving Friedman

Irving Friedman maintained these files on the Bank's cooperation with the United Nations Conference on Trade and Development in developing a supplementary financing scheme. The scheme was conceived as a response to the instability of commodity prices that frequently led to unexpected shortfalls of export earnings in developing countries. The aim was to have supplementary financing cover these shortfalls through soft loans to shield the development programs of the developing countries. IBRD/IIDA supplementary financing would offer longer-term assistance, as opposed to the International Monetary Fund's short-term compensatory financing facility.

The records include correspondence with UNCTAD, memoranda, drafts, handwritten notes by Friedman and others, meeting briefs, agendas, speeches, and official documents from UNCTAD, IMF, and IBRD on supplementary financing. The general correspondence is principally between Friedman, other Bank managers, and UNCTAD officials, especially Raul Prebish and Manuel Perez-Guerrero, Secretary Generals of UNCTAD, and Sidney Dell, Director of UNCTAD. The meetings files relate to meetings of UNCTAD, the UNCTAD Committee on Invisibles and Financing related to Trade, the Intergovernmental Group on Supplementary Finance, the Development Advisory Committee, and meetings within the World Bank. Friedman filed into the file on a meeting both documents that pre-dated the meeting and documents from activities subsequent to the meeting, so researchers will need to read through the sub-series on meetings in order to find all the items about one meeting.

In addition, three files on stabilization of prices for primary commodity products, transferred to the World Bank Group Archives separately from those on supplementary financing, are found at the end of the series.

Country files

The series contains records of President Preston's briefings and talking points for meetings with Government leaders and representatives of member countries, background information on the country, country strategy papers, and internal memoranda. A few files contain items from the Conable Presidency. Many of the records in the files are memoranda and correspondence of the Managing Directors; however, the records were maintained as the record set of country files for the Office of the President.

The files cover only the first three years of the Preston term. Files on countries during the last part of the Preston years are found in the records of Matthew F. McHugh, who was appointed Counselor to the President in 1993. McHugh remained in the President's office for the first term of the Wolfensohn Presidency and he continued to use and file into the country files he maintained; these records are part of the Wolfensohn Presidential records.

External Affairs

This series is a rich source of information on the liaison and public relations activities of the Preston Presidency. The records are particularly strong on the Bank's efforts to improve relationships with the Government of the United States and the U.S. public. Other files cover efforts to improve internal communications in the Bank and to coordinate with Bank field offices. In addition, McHugh's files on Presidential trips cover travel that is not included in the Travel files of the President.

PRMPO and PRMPR Trust Fund Cycle project records

This series includes PREM Poverty Division (PRMPO) and its successor the PREM Poverty Reduction Group (PRMPR) records related to projects supported by trust funds. The series consists of records related to proposed projects funded by numerous trust fund donors, including: the Swedish International Development Cooperation Agency (SIDA); the Bank of Netherlands Partnership Programme (BNPP or Dutch Trust Fund); the World Bank's President Contingency Fund; the Korea Consultant Trust Fund (CTF); and other smaller donors. Records are maintained for SIDA funded projects planned for the fiscal years 2005 to 2009. SIDA records include administration agreement records and set-up documents. BNPP trust fund project records are maintained for the years 1998-2001. Additional proposed project records include records for Poverty Reduction Strategy Papers (PRSP) projects for the years 1998 to 2003. PRSP records include: correspondence between the donors and recipients; Letter of Representation (LOR); reports; records related to the closing and end of date extensions; expense records; and records of hired consultants. Records related to proposed study projects for the Moving Out of Poverty: Understanding Growth, Well-being, and Freedom from the Bottom-up initiative from 2005 to 2007 are also included. The records for these projects consist of: award notification and trust fund set-up documents; amendment documents; request for funds proposals; original project proposals; proposals for overflow funds; reporting records; request for transfer money to trust fund; and BNPP donor correspondence.

WID liaison, conferences, meetings, training, seminars, and symposiums

The series consists of WID liaison records with organizations external to the World Bank. This includes records related to the United Nations Decade of Women (1976-1985), which was declared at the World Conference on Women, held in Mexico City in 1975. The records consist of: memoranda; correspondence; agenda; itineraries; travel information; speakers' notes; and meeting minutes from the extensive liaison between WID Advisers Gloria Scott and Barbara Herz and various United Nations units, including the UN Commission on Status of Women. The records are from attendance in conferences, meetings, training sessions, seminars, and symposiums dedicated to women's issues. Numerous articles, press releases, publications, and reports produced by the United Nations units or other outside agencies are also included. This series also consists of records for liaison with universities, private organizations, NGOs, women's organizations, labor organizations, agricultural organizations, government agencies, and other multilateral development agencies. These records include correspondence; agenda; meeting minutes; articles; press releases; publications; and reports.

Barbara Herz chronological correspondence files

The series includes chronological correspondence kept by Barbara Herz from January 1985 to December 1987. It covers the period when she transitioned from the role of WID Adviser in the Projects Policy Department (PPD) to the Division Chief in the Women in Development Division of the Population and Human Resources Department (PHRWD), which was established in July 1987.

WID operational support records

This series includes records created in the course of project surveys and evaluations. Records related to training sessions on WID issues organized by the WID Adviser are also included. The records include WID Adviser mission project files containing: correspondence; memoranda; project proposals; back-to-office reports; project completion reports; travel information; and project loan information for the years 1983 to 1984. The project mission files discuss short-term survey projects done by WID team members for particular development projects, as well as training sessions given to World Bank staff, NGOs, government officials, or any other participant involved in a development project with implications on women.

The series also consists of project file evaluation studies and background papers. Project files specific to a country and sector (e.g. agriculture and development, education, health, urban development, etc.) are kept for each evaluation study. The files include correspondence, memoranda, backgroundpapers, and evaluation studies. The background papers include handwritten notes, articles, and reports of technical data produced by other units within the World Bank, primarily the sector department pertinent to the particular project. The evaluations studies are the reports produced by the WID Adviser team, which summarizes the findings of the evaluation project, and includes advisory recommendations.

Additional country correspondence files from the years 1980 to 1987 consist of articles, external reports, and correspondence discussing particular women related issues within a country.

Chronological files

Series consists of chronological files created primarily by the HROVP. Records date from February 1994, to December 1995; records from July to December 1995 are from the Human Development Department (HDD). The majority of the records found in these files are correspondence. Correspondence to and from external agencies, institutions, and governments generally relates to information exchange, collaborations on projects and research, and conference attendance. Correspondence to and from other departments and vice presidencies in the World Bank is also included. This relates to information exchange, collaborations on projects and research, and conference attendance as well as to HRO's contributions to Country Assistance Strategy reports and participation in meetings. Records also include back-to-office reports, discussion of HRO human resource issues, and comments on HRO staff reports and programs. Records related to the Bank's 50th anniversary activities are also included; these records were created or receivedby the secretariat established in the HRO (HROAN) responsible for anniversary activity's coordination.

Presidential chronological files of Economic Advisor Irving Friedman

Irving Friedman served as the Economic Adviser to the President from 1964 until he left the Bank in 1970. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series, which Friedman called his Presidential chron files consists principally of Friedman's correspondence with Bank President Robert McNamara, but it also includes some correspondence with other Bank managers and one file on a memorandum from Friedman to President George Woods.

Friedman's 1964 memorandum to Woods is a commentary on an analysis by John C. Bullitt, U.S. Executive Director, of the impact on other funders of an accelerated development assistance effort by the United States Government. The files from 1968-1970 cover topics including the Grand Assize and the Pearson Commission, which were convened to help formulate a new development strategy; population planning; the second IDA replenishment negotiations; supplementary finance and debt rescheduling, among others. Also included are analyses of economic news; some reports of the Economic Committee, which Friedman chaired; reports from program studies units in the Bank; and status reports and briefs on Bank economic activities. The file on McNamara's interview consists of background information assembled for him and suggested answer to questions, particularly on financing for the Bank, borrower indebtedness and the Bank as a development institution. In addition there is one file on a commodity study and one file of minutes and matters outstanding from meetings of the Economics Group Directors, chaired by Friedman, between September 1969 and August 1970.

Executive Committee minutes

This series contains the minutes of the informal Executive Committee that started meeting weekly with the President on February 9, 1981. It was composed of the Senior Vice-Presidents, the Secretary and the General Counsel. Mattersdiscussed by the short-lived committee include the 1982-1986 lending program, the IBRD general capital increase, the IDA Sixth replenishment, the energy program, the PLO observers issue and staff compensation.

Speeches

This series consists of two subseries: President Conable's addresses and opening remarks at the Annual Meetings between 1986 and 1991, and a chronological set of speeches during the course of his Presidency. The files include correspondence, drafts, press releases, agendas, talking points, and background information about the organization or meeting to which Conable was speaking. Two speech file folders are empty, and the series appears to be incomplete.

A copy of a speech by Michel Camdessus, the Managing Director of the International Monetary Fund, is included with the 1989 Annual Meeting speeches.

Liaison files - Non-governmental and international agencies

This series documents the communications between the Bank, particularly the President's office, and various national and international organizations, governmental and nongovernmental, non-profit and commercial. A wide range of liaison activities are reflected; the records include invitations to meetings and conferences, points of discussions for meetings, meeting briefs and minutes of meetings, news releases and communiques, and correspondence. An equally broad range of topics is included, from agricultureand the environment to trade and financial affairs. A few files include records from the period of the Clausen presidency.

One subject file on the Gulf crisis of 1990-1991 is included. It relates primarily to funding issues, both for countries in the region of the crisis and for the return of refugees in the post-crisis period. The UNICEF file contains black and white photographs of President Conable at a meeting on February 6, 1989.

Managing Committee official files

This series consists of the official files of the Managing Committee. The records include agendas, schedules of meetings, minutes of the meetings, and memoranda and reports on a range of topics reflecting senior management concerns and overall World Bank administration. The records include correspondence with most of the Senior Vice Presidents on issues for committee consideration.

The minutes of the weekly Committee meetings were prepared from manuscript notes, then a draft was circulated (called pre-record minutes), and finally a record copy was issued. The series includes a file of manuscript notes by the Committee's secretary, covering both Managing Committee and Senior Management Council meetings, from February 22 to August 30, 1982. Draft minutes, with comments from the members, exist for the meetings from October 1981 through April 1983.

The Managing Committee had three subcommittees: Finance, Operations Policy, and Personnel and Administration. Issues coming to the Managing Committee were proposed by one of the subcommittees, by the President's office, or by one of the other primary offices in the Bank. Each issue had an accompanying paper, identified by the submitting office, year, and number; for example, an issues paper for the Managing Committee submitted by the Operations Policy Subcommittee in 1983 titled Power Sector Support Strategy was numbered OPS/MC83-06. This series has a full set of issues papers, arranged alphabetically by three-letter symbol for the submitting unit. The committee secretary prepared detailed indexes to the topics discussed in the Managing Committee, and the indexes provide easy access to these submissions.

Fragmentary records of the meetings of two of the three subcommittees make up the final section of this series. All these records are from 1982 and consist of one file of the working papers of the Personnel and Administration Subcommittee and six files from the Operations Policy Subcommittee. Additional information on the work of the subcommittees can be found in the set of submitted documents, because some of the subcommittee minutes were circulated to the entire Managing Committee for information.

These records are an essential source for a researcher who wishes to understand the internal decision-making in the Bank during the Clausen years.

Administrative files

This series contains subject files on administrative and budgetary issues involving the Bank and, occasionally, the International Monetary Fund. The records include management discussion briefs, correspondence, and reports. The files cover important topics such as Paul Volcker's meetings with Conable, the purchase of theI building, press relations, staff issues such as pension and compensation, and fine tuning the 1987 Bank reorganization. The files also include a copy of a lecture delivered by Ibrahim F.I. Shihata, Vice President and General Counsel, in reference to the Multilateral Investment Guarantee Agency (MIGA) and the legal treatment of foreign investment. Some files contain material dating from the Clausen presidency.

This is one of the few series of records from the Conable Presidency whose content is principally the internal administration of the World Bank. As such, it provides insight into Conable's administrative style and the set of issues in which he was interested. This series does not contain files on the major reorganization that he undertook in 1987; it does, however, have substantive files on the subsequent fine tuning of the reorganization in late 1989.

Transition Correspondence

This small series contains President's Conable's correspondence at the time of his appointment as President of the World Bank and for the first few months of his term. The records include congratulations, thanks, job inquiries, and letters from persons advertising their services, and the correspondents include both friends and institutions such as commercial banks. The series provides an interesting view of the type of approaches made to an incoming President.

Photographs

This series contains primarily photographic prints and negatives documenting some of President Conable's trips abroad, taken by governments or businesses where he visited. The photographs, all in albums, are in predominantly in color, with a few in black and white. The photographs have no identification other than country and date. One album contains photographs taken by the World Bank of the 1990 annual meeting in Washington and includes photographs of U.S. President George W. Bush.

Chronological file

This chronological file consists of copies of the outgoing letters and memoranda, both those handled for President Conable by Marianne Haug and Haug's own correspondence. The records begin in July 1985 when Haug was the Assistant Director of the Industry Department, continue through her service as Assistant Director, West Africa Projects, and conclude in May 1990 at the end of her stay in the President's office. A few incoming letters are included. The files for the periods mid-October 1985 through March 1986, October through December 1986, and mid-March through June 1989 are missing.

The files are useful both for their window onto the issues handled in the president's office and also for the glimpse they give of Haug's work as the first woman to serve as an Executive Assistant to the President of the Bank.

PSP/PGP Director's subject and activity files

This series consists of the subject and activity files of Poverty and Social Policy Department (PSP) and Poverty, Gender, and Public Sector Management Department (PGP) Director Ishrat Husain. The records in this series were used as reference for Husain as well as support for the activities of PSP and PGP sector teams and groups. Records include: memoranda; correspondence; agenda; meeting minutes; working papers; and policy paper drafts for numerous working groups, task forces, and policy development committees focused on a particular topic or project.

The series additionally consists of PSP budget records consisting of: correspondence; memoranda; Draft Discussion Notes from Human Capital Development and Operations Policy Vice Presidency (HCO); and PSP business work plans for fiscal years 1997 to 1999. Additional records include correspondence and memoranda related to the mapping of PSP/PGP Groups into the HDN, ESSD, and PREM Networks. Other planning records include: PSP Week correspondence from May 1996; "Next Step Action Program" correspondence and memoranda from fiscal years 1996 to 1999; and correspondence, memoranda, reports, and handbooks related to designing performance and poverty monitoring indicators for PSP and World Bank operations poverty reduction monitoring efforts from 1993 to 1996.

The series also includes records related to PSP's predecessor Education and Social Policy Department (ESP) inherited by PSP/PGP Director Ishrat Husain. This includes correspondence and memoranda related to ESP's planning and compliance to poverty reduction policies outlined in IDA 9 and IDA 10 Agreements dated 1992 and 1993. Additional correspondence and memoranda address the following topics: performance indicators; subnational indicators; and social funds. It also includes records related to the "Program of Targeted Interventions (PTI)" pursued by ESP in 1993. Records detailing procedures of ESP and Human Resources Development and Operations Policy Vice Presidency (HRO) are also included for the years 1992 to 1995, but some PSP correspondences are interfiled after 1996. A speech transcript file consisting of speeches given by ESP and PSP staff, the HROVP, other World Bank unit staff and officials, and Ishrat Husain are also included for the years 1992 to 1996.

PSP briefing letters for World Bank Senior officials

This series includes letters prepared by PSP staff for signature or briefing for the Human Capital Development (HCD) Vice President Armeane M. Choski from May 1996 to October 1996, and letters prepared for World Bank President James D. Wolfensohn from June 1995 to September 1996. The letters are related to the functions and activities of the Poverty and Social Policy Department (PSP).

Personal papers of Benjamin B. King - Materials related to Zambia

The papers consist of a body of materials related to Zambia. 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.

Benjamin B. King

Background Materials, Memoranda, and Drafts of Research Papers

This series contains background materials, intra-Bank memoranda, and drafts of research papers primarily of staff from two Economic Analysis and Projections Department (EPD) units: the International Trade and Capital Flows Division (EPDIT) and the Global Analysis and Projections Division (EPDGL). The records are divided into two parts. The first and more voluminous part (2.33 linear feet) consists of EPD files dated 1977 to 1984 and containing rough working files for research papers. In addition to rough drafts of papers, these files contain intra-Bank memoranda containing comments on drafts or concerning EPD computer usage, analysis of data compiled by EPD staff, and other issues relating to research. The second part of the series contains drafts of research papers dated 1979 - 1990 and generated primarily by EPDIT and EPDGL staff, but there are also four papers written by staff from the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department and threepapers authored by economists from: the School of International Service at American University; Seoul University; and Sidney Sussex College, University of Cambridge. Some of the research papers in this series were issued as Division Working Papers which reported on research work in progress and were circulated only for Bank staff use to stimulate discussion and comment. Others were prepared for presentation at a conference or for publication by the World Bank or in a professional journal.

Records of the Economics and Research Staff, Departments, and Divisions

The files in this series contain correspondence, reports, and publications documenting the economic analysis and research work of the Economics and Research Staff (ERS) and the two ERS departments: the Economic Analysis and Projections Department (EPD) and the Development Research Department (DRD). Most of the correspondence was sent or received by the Director of EPD and by staff in the EPD divisions, but there is some correspondence of the Vice President of ERS and of the DRD staff. The correspondence concerns commodity price forecasts, economic and social data generated by ERS, international trade, external debt of developing nations, and comments on drafts of the World Development Report (WDR) and on background papers prepared for the WDR. Specific documents and publications include: Back-to-Office Reports from ERS staff attending conferences or undertaking missions to analyze a specific industry; copies of the commodity handbooks issued by the Commodities and Export Projections Division (EPDCE); quarterly reviews of commodity markets; publications on commodities from the Commodity Studies and Projections Division (EPDCS); copies of the 1984 - 1986 annual reports on the World Bank Research Program; the EPD's User's Guide on World Bank Trade Data System issued in October 1985; and a June 1984 draft of the Pfeffermann Committee's Report on Economy-Wide Modelling in the Bank.

Files Relating to ERS Reviews of Documents Disscussed in Meetings of the Loan Committee, the Operations Policy Subcommittee, and the Operations Policy Committee

This series contains five sets of files that the Economics and Research Staff (ERS) compiled while reviewing proposals and developing the ERS position on proposals (for loans, credits, Country Policy Papers, Country Strategy Papers, and Policy Framework Papers) that were considered primarily by the Loan Committee but also by the Operations Policy Subcommittee (OPSC) and, beginning in September 1986, by the Operations Policy Committee (OPC).

  1. The bulk of the series (1.5 linear feet) contains country files, dated 1985 to 1987 and arranged alphabetically by client country and thereunder chronologically. The file for a particular country contains, at a minimum, the agenda and/or minutes of the committee meeting at which a proposal was discussed. The minutes include a summary of the proposal but not the complete text. Other documents in a typical file include intra-ERS memoranda analyzing a proposal and containing recommendations regarding the position ERS should support; a briefing note summarizing the ERS position; an ERS staff member's report on the meeting, providing information to supplement the official minutes; memoranda from the ERS staff to Regional or sector staff clarifying the position ERS took on the proposal in the committee meeting; other correspondence between ERS and Regional staff; and some Back-to-Office Reports from ERS staff who took part in negotiations with the client country. Filed under Rwanda/SAVEMS is a small collection of statistical tables (titled Selected Analytical Variables for Economists and Managers), 1985 - 1987, arranged by client country that the Country Analysis and Projections Division (EPDCO) of ERS generated on 28 countries.

Filed at the end of the series are four small collections of files. Many of the items in these files are duplicated the country files.

  1. A set of files concerning Country Policy Papers (CPPs), arranged alphabetically by client country and dated February 1984 - January 1987. For Bolivia and Jamaica, the files refer to Divisional Country Briefs (DCBs) rather than CPPs. The file for a particular country typically includes an agenda for the Operations Policy Subcommittee (OPSC) or Operations Policy Committee (OPC) with comments on major policy issues in the CPP that were identified by the Country Policy Department (CPD) and the Planning and Budget Department (PBD); a Postscript of the OPSC or OPC meeting at which the CPP was discussed; and a memorandum forwarding the CPP to the Managing Committee of which the Vice President of ERS was a member. In most cases, the complete CPP is not in the file, but most files do include intra-office memoranda and briefing notes from ERS staff.

  2. A set of minutes of the Operations Policy Subcommittee and, beginning in November 1986, of the Operations Policy Committee, arranged chronologically and dated September 1986 - April 1987. The meetings were held to discuss Policy Framework Papers (PFPs) and most are Structural Adjustment Facility PFPs. Attached to the minutes are summaries of the PFP provided by the Director of the Country Policy Division, but complete PFPs are not found in the files.

  3. Agenda and Minutes of Loan Committee meetings arranged by Region and dated September 1984 - May 1987. Included with the agenda are summaries of the proposed loan or credit provided by the Director of the Country Policy Department.

  4. Agenda and Minutes of Loan Committee meetings and Operations Policy Committee meetings, arranged alphabetically by country and dated April 1985 - April 1987. The OPC meetings dealt with Structural Adjustment Facility Policy Framework Papers, Country Policy Papers, and Divisional Country Briefs. This file also includes briefing notes stating the ERS position on a proposal and post-meeting notes from ERS staff supplementing the official minutes.

Files Regarding the Publication and Dissemination of Research Products

The files in this series contain correspondence, reports, and other records establishing policies and procedures for the publication and dissemination of World Bank research products. The files were maintained successively by the Development Policy Staff (DPS), the Economics and Research Staff (ERS: primarily by Research Administrator Deepak Lal and Policy Advisor Dennis N. de Tray), and finally by Research Administrator de Tray in the Policy, Planning, and Research Staff.

Subjects covered include: the establishment and funding of the Bank Research Documentation Center (BRDC) as the primary depository of research documentation on projects funded by the World Bank Research Program, 1980 - 1984; the selection of topics for the next several editions of the World Development Report, 1985 - 1988; the costs of producing the Bank's main periodicals on research, 1986; and general discussions of the types of publications best suited for the dissemination of information about the research program. Specific documentsin the files include: copies of key documents (Terms of Reference; agenda and minutes of meetings), 1985 - 1987, for the Comparative Studies Coordination Committee and its successor, the Research Coordination Committee; the July 1984 draft of the report of the Committee on Economy-wide Modeling in the Bank (filed under Model Review Committee); a copy of Bela Balassa's August 1987 Report on World Bank Research and the voluminous comments from Bank staff on that report (filed under Review of Bank's ResearchProgram); briefing papers used in an ERS presentation by ERSVP Anne Kruger to the Executive Directors, December 1986; correspondence and intra-DPS and ERS memoranda outlining policies concerning the publication of products of the Bank's staff (filed under Publication Policies); and a copy of the October 1984 preliminary report of the Subcommittee of BRAG [Bank Research Advisory Group] on dissemination of the Bank's research output (filed under Research Dissemination).

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