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Records of the East Asia and Pacific Regional Vice Presidency

  • WB IBRD/IDA EAP
  • Fondo
  • 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 "Administrative History" field above, Myanmar was moved into EAP unofficially in 1987 and officially in 1991.

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

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

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 both the 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 alsoincluded. 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, EAP and 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 Vice Presidencies 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; countryoverview; 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.

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Personal Papers of Eugene H. Rotberg

  • WB IBRD/IDA ROTBERG
  • Fondo
  • 1968 - 1987

This fonds consists of chronological files assembled by Rotberg during his career at the World Bank, 1968-1987. The predominant materials are photocopies of Rotberg's outgoing correspondence, memoranda, and facsimiles to Bank staff and to external parties. Some of the documents include annotations by Rotberg asdf.

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Olga Jonas files

  • WB IBRD/IDA STAFF-32
  • Subfondo
  • 1999 - 2014

The subfonds consists of records maintained by Olga Jonas during the period from 1999 to 2014 while she served as principal economist, Resource Mobilization Department (FRM) and then as economic adviser in various Operations Policy and Country Services Network (OPC) and Human Development Network (HDN) units. Records primarily reflect Jonas' activities as coordinator of the Bank's Avian and Human Influenza (AHI) response program, as well as her role in the international Small States Task Force and the Indian Ocean tsunami disaster recovery response.

Research projects and operational support

  • WB IBRD/IDA TRA-02
  • Serie
  • 1952 - 1953, 1964-1991, 2001 - 2011

Series consists of records documenting the Transportation Projects Department (TPD) and successor units' research projects and activities, United Nations Development Programme (UNDP) projects, and operational support to the Bank's lending and project activities in the transport sector. Specific records are further described within the sections below.

Highway Design and Maintenance Standards Study (HDMS) and Highway Design and Maintenance Standards Model (HDM)

The largest volume of records in this seriesrelate to the World Bank's Highway Design and Maintenance Standards Model (HDM) and to the research projects that served as the basis for the model's creation (1969 - 1988). The mathematical model resulted from the Highway Design and Maintenance Standards Study (HDMS) initiated in 1969 by Transportation Department (TRP) engineers to develop a new quantitative basis for investment decision making in the highways sector. The HDMS became a large-scale collaborative research project involving academic institutions and road agencies in several countries. Among the first collaborators were the British Transport and Road Research Laboratory (TRRL), the French Laboratoire Centrale des Ponts et Chaussee, and the Massachusetts Institute of Technology (MIT) in the United States.

While most of the records in this series concern the third model version, HDM-III, released in 1987 and researched and prepared over the previous decade, a massive portion of reports and background research materials from the earliest years of the project are also included. Records relate to general methodologies, country-based studies and analysis of highway design, evaluation, damage, costs, pavement performance, roughness measurement systems, deterioration, and maintenance. Records also relate to proposals to modify the HDM model, work programs, release of HDM, and discussion of a Permanent International Association of Road Congresses (PIARC) Committee on roads in developing regions.

Project records include proposals, reports, research and discussion papers, budget tables, user manuals, questionnaires, lists of computer specifications, model descriptions, and training materials. HDM-II and III were mainly based on field studies undertaken in Kenya, Brazil, India, and the Caribbean. The series mostly contains records that relate to the Brazilian and Indian studies, including internal and external reports, working papers, data tables or datasets, calculations, notes, memoranda, correspondence, back-to-office reports, project files, and seminar and presentation notes. Also included are the volumes of the Bank's Highway Design and Maintenance Standards Series that document the results of the HDM study: "The Highway Design and Maintenance Standards Model"; User's Manual for the HDM-III Model, both authored by Thawat Watanatada, Clell G. Harral, William D. O. Paterson, Ashok M. Dhareshwa, Anil Bhandari, and Koji Tsunokawa and "Vehicle Operating Costs: Evidence from Developing Countries" by Andrew Chesher and Robert Harrison; and "Modelo de Normas de Diseno y Mantenimiento de Carreteras".

The Brazil Highway Research Project study was the largest of the HDM field studies and was conducted from 1975 to 1984. The results were used as the primary basis for the empirical and theoretical work of the HDM-III model issued in 1987. The project was financed by the Government of Brazil and the United Nations Development Programme (UNDP) and executed by the Empresa Brasileira de Planejamento de Transportes (GEIPOT) jointly with a team from the World Bank and the Texas Research and Development Foundation. Its objectives were to determine the total cost of highway transportation in Brazil and minimize the cost. Topics among the records include costs of highway construction, highway characteristics, vehicle utilization and maintenance, road deterioration analysis, road roughness analysis, road costs, paved road deterioration, traffic simulation model, and fuel consumption. Many records were maintained by TRP's Senior Highway Engineer William D.O. Paterson, who was responsible for methodology and processing of the primary data.

Records of the India studies concern the spectrum of axle loads on national highways, growth of highway traffic, construction and maintenance of roads, road user cost, and road improvement programs in India.

Highway and road research and project support

Series also contains various records created and maintained while conducting research projects for publication, or analysis and support for Bank lending projects. The earliest records relate to a Washington Motor Vehicle Operating Cost Survey (1952 - 1953). Most material dates between 1968 and 1991.

Records include technical, laboratory, and work progress reports, as well as correspondence with external institutions, executive summaries, notes, back-to-office reports, Terms of Reference, project cycle documents, government reports, topography maps, and chronological files primarily maintained by Senior Highway Engineer William D. O. Paterson. The records contain information about the Indonesia Highway Betterment Project P003838 concerning pavement and asphalt testing and road maintenance, as well as state-owned transport enterprises in Indonesia, road management system, India road deterioration study, Niger Fourth and Sixth Highway Project missions, road and pavement management in Niger and Nigeria, Eastern Europe highway survey and analysis, supervision of transport studies under the Korea Highway Sector Loan P004112 and the Korea Provincial and County Roads. or Road Development Project P004107, road maintenance study in Tunisia, fuel pricing, taxing transport, road use costs, and road engineering.

Also included are working papers and reports from various authors regarding cost responsibility and allocation, vehicle size and load limits, pavement design and management, and road roughness in the United States, South Africa, Brazil, etc., reports and proceedings about road deterioration and terrain analysis, and correspondence, articles, notes concerning axle-load regulations, climate analysis, and the American Association of State Highway Officials (AASHO) design method, which was based on extensive tests on pavement failure carried out between the 1950s and early 1960s.

There are also photographic prints and negatives that depict road maintenance work, however the location and context of the photographs are not known.

World Bank / United Nations Development Programme (UNDP) projects

The series also contains records regarding the Transportation Department (TPD) role as the executing agency for projects of the United Nations Special Fund and the Fund's successor UNDP between 1968 and 1972. Through financing and technical assistance, the Bank and UNDP assisted former territories and countries who requested assistance to improve their transportation system. Projects in the series primarily relate to the Bank's supervision of national transport studies and surveys, which were typically conducted by outside consulting agencies or individuals (e.g., experts for technical assistance on the managerial level, engineers, soils and pavement specialists, economists, project managers, etc.) recruited by UNDP.

The records reflect project coordination, pre-appraisal and appraisal activities, feasibility studies, negotiations with contracting agencies (e.g., Kampsax, Louis Berger Inc.), staffing, cost estimates, project and contract extensions, logistic management, study findings and recommendations, and comments on reports.

Types of records include: survey and economic mission reports; applications and proposals; contractors' resumes; contracts for consultants' services; Terms of Reference; progress reports from contractors concerning various activities (e.g., implementation of rehabilitation work).

Specific projects include: Indonesia transport and port and dredging survey; Fiji transport and highway Maintenance Surveys (application submitted by the Government of the United Kingdom, on behalf of the Government of Fiji); Korea transport, highway studies, highway coordination and organization, and ports and harbors; Malaysia transport survey; Pakistan Karachi port expansion study; East Pakistan ports and waterways; East/West Pakistan transport study, Papua New Guinea highway study; Philippines port study; and Bangkok Thailand transport study.

Appraisal software user manuals

The series contains four user manuals developed by the Transportation and Urban Projects Department (TUD) with the assistance of the Computing Activities Department (1974, 1976 - 1977). The manuals provide instruction for the appraisal software used for Bank operational projects. The software was also distributed to member countries. Manuals include: Financial Analysis System (FAST, 1977), Port Simulation Model (PORTSIM, 1974), Cost Benefit Package (CBPACK, 1974), and the Road Analysis Model (RAM, 1976). FAST was designed to support the financial analysis of projects implemented by the Bank. CBPACK was produced to support the cost benefit analysis of projects. The Port Simulation Model (PORTISM) was an appraisal tool designed to support the evaluation of port projects. It aided Bank engineers and economists to accurately estimate the operational implications of the projects. The RAM appraisal tool was designed to support the economic evaluation of road projects by the Bank by providing an estimated return on the contemplated investment. The software is not included in the series.

Bank operational project support

The series also contains records related to the Transport Division of the Transport and Urban Development Department (TUDTR) and successor units' support to Bank lending projects (2001 - 2011). Records contain information about technical proposals for the supervision consultancy for Jaffna District in the Sri Lanka Provincial Roads Project - P107847 and technical assistance services for an environmental audit as part of the Bangladesh Rural Transport Improvement Project - P071435. Record types include reports and studies (e.g., status and audit reports), manuals, and procurement-related records.

Governance, management, and oversight

Series contains records created and maintained by the front office of the Transportation Department (TPD), successor offices, and divisions. The records relate to managing transportation research, policy, sector program work, oversight and business planning, and collaboration with external institutions.

Types of records comprising the series include: internal memoranda sent or received by Bank transport directors, senior advisers, sector staff, and staff from other Bank units including its superior, Operations Policy Vice Presidency (OSPVP) and regional units; letters with external organizations; internal and external reports; drafts and published articles and working paper; proposals; minutes and meeting notes; Board papers; handwritten notes; newsletters; and external brochures and publications.

The earliest material in the series dating from 1969 and the early 1970s relates to highways, transport regulation, aviation, and railway subsectors. Railway sector information is organized by country including European countries and developing countries.

Many records relate to transport sector projects and sector work. There are memoranda and reports about the transport sector support strategy paper by the Transport and Water Department (TWD) in 1983 and operational reviews of the Bank's transport sector work in the late 1980s. Correspondence and reports relate to urban transport, traffic simulation, transport pricing, construction industry, generalized road roughness index for worldwide use, road roughness measurement and application in Australia, traffic flow theory, and rural road user costs; some of these reports are country-focused. Files related to research include a paper presented by Director Christopher Willoughby on Transport Research in Developing Countries, discussion paper "Transportation Research at the World Bank: Opportunities for Collaboration," and memoranda discussing transport research program, future needs, impact on Bank policies and operation, and TRP strategy objectives.

Other topics covered are project success cases, transport project completion reports (e.g., Nepal Second Highway Project - P010112, Yugoslavia Fifth Railway Project -P009180), project implementation reviews and performance audit reports (PPARs), involuntary resettlement in Bank-financed transportation projects,structural adjustment lending (SAL) operational features paper, comments on Operations Evaluation Department (OED) annual review of PPAR transportation chapter and lessons learned from PPAR review, and other matters. Four volumes of problem project reviews are mostly copies of memoranda between regional vice presidents (RVPs) and senior vice president (SVP), Operations (SVP), or regional unit staff with copy to the transport sector unit director. These volumes pertain to railway projects, inland waterways,and various other sector projects.

There are also correspondence, reports, publications, and other records that relate to the Bank's liaison with external organizations in the transport sector, primarily through Senior Adviser Vincent Hogg. Organizations include the International Maritime Organization, International Road Federation, International Road Transport Union, national research institutions and others. Records pertain to conferences or annual meetings about transport policies, research about transportation systems, and other collaborative activities.

Records in the series also relate to the sector's business plans, work programs, and budgets, and transport sector units' comments and responses to several Bank-wide initiatives including organization manual statement on Bank financing of recurrent costs, SAL, and SAL procedures. Some files contain widely distributed information about Bank sector departments' initiatives and collaboration with other sectors and Bank departments such as environment and Economic Development Institute (EDI). In terms of environment, the records concern drafting environmental guidelines for port and harbor projects, training course, environmental procedures in Bank operations, and comments on key environment papers.

Records of the Energy Sector

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

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

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

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

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

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

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Personal Papers of Adrian Wood

  • WB IBRD/IDA WB_IBRD/IDA_121
  • Fondo
  • 1980 - 1995, 2015 - 2018

Fonds contains field notes and other documents from Adrian Wood's work on China as a member of the World Bank's China Division from 1980 to 1985, material related to his World Bank consultancies on China from 1985 to 1995, and documents in the form of articles and presentation slides containing his retrospective views from 2015 to 2018. Also included are photos related to mission and conference travel from Wood's time at the Bank and as a consultant.

Note that a small number of annotations on the recordsand paper inserts containing explanatory notes have been added by Adrian Wood in 2022 prior to the transfer of the records to WBG Archives' custody, and after his employment at the World Bank Group.

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Records of the Transport Sector

  • WB IBRD/IDA TRA
  • Fondo
  • 1952 - 1953, 1964 - 1991, 2001 - 2011 (predominant 1968 - 1991)

The fonds contains records that reflect the various activities of the transport sector units including operational project support to the Regions, research, collaboration with external organizations, and participation or organization of conference, seminars, and workshops. The records were created and maintained by transport-related units beginning in the late 1960s with the Transportation Projects Department (TRP) and several successor units through to the Transport, Water, and Information and Communication Technologies Department (TWI) created in 2007.

While sector records were maintained in the Bank-wide centralized filing system from the early years of operations in the 1940s until mid-1987 and some of these records remain part of the Central Files fonds, departments often kept separate working files. It is primarily the working files of the Transport Sector that comprise the records in this fonds, along with records created after 1987 when recordkeeping responsibilities were turned over to the records-creating offices. The fonds contains a gap in the records between 1992 and 2000. The gap is likely due to the frequent organizational changes of the transport units and coexistence with other sectors in the same department or division and therefore records becoming intermingled. Chronological records of the Transportation, Water and Urban Development Department (TWU) from 1993 to 1995 are part of the Records of the Environmentally Sustainable Development Vice Presidency fonds. See the related units of description note for additional information.

An extensive volume of records in the fonds are related to the Highway Design and Maintenance Standards Model (HDMS) created in 1969 and to research projects that served as the basis for the model's creation.

Reports, working papers, memoranda, and correspondence are the most common record form. The records cover a broad range of subsectors and topics under transport development, including, but not limited to: road and highway design, management, and maintenance; rural roads; pavement performance; railway construction and modernization; maritime transport and port engineering; and aviation and air transport.

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Records on the Task Force on Cost Sharing and Local Cost Financing

  • WB IBRD/IDA COM-04
  • Subfondo
  • 1968, 1985 - 1991

Sub-fonds consists of records created and received by Randolph Harris of the Central Operations Department (COD) while serving as Chairman of the Task Force on Cost Sharing and Local Cost Financing. Records consist of memoranda between Task Force members and drafts of the Task Force's final report. Records also consist of records related to communications with the World Bank Board of Executive Directors on the topic.

Task Force Chairman's records

Series consists of records relating to the Task Force on Cost Sharing and Local Cost Financing created and received by task force Chairman Randy Harris of the Central Operations Department (COD). Records include what was likely reference material for: the initial response to the Board regarding the determination of the levels of local cost financing and cost sharing for individual projects; and for the work of the actual Task Force on Cost Sharing and Local Cost Financing. These records primarily date from the mid- to late-1980s, but also include a November 29, 1968 memorandum by the Bank's general counsel in response to a policy paper on "Foreign exchange loans for local expenditures". Reference material dating from the 1980s primarily takes the form of memoranda discussing specific cases of cost sharing in Bank projects. A review of Bank practices and policies relating to cost sharing, dated March 14, 1986 and distributed by Operational Policy Vice President S. Shahid Husain, is also included.

The series includes records relating to the Bank's initial response to questions on cost sharing from the Executive Directors. These records primarily include memoranda and correspondence discussing the review of the drafted response but also include lists showing then current country cost sharing limits. A transcription of the portion of the June 13, 1989, Board meeting where questions about cost sharing in Bank projects were initially raised is included and what appears to be the final text of the response coordinated by COD Director Ducksoo Lee and shared with Secretary's Vice President and Secretary Timothy T. Thahane for distribution to the Executive Directors on October 2, 1989.

Records relating to the establishment of the Task Force begin in late October 1989 and consist almost exclusively of memoranda. Memoranda includes attachments in the form of reference material, Task Force report drafts and draft reviews, and responses by Task Force members to a request for thoughts on the subject of project cost sharing. Minutes of Task Force meetings are also included.

An early draft (February 14, 1990) distributed to Task Force members and to Senior Vice President of Operations (OPNSV) Moeen Qureshi is included. Responses to a subsequent draft circulated to Task Force members on April 27, 1990 is also included, although the draft itself is not. Two copies of the final report submitted to Qureshi on May 31, 1990 are also included, with a cover letter authored by Mr. Lee.

Records dating from after the submission of the report to Qureshi relate to implementation of the report's suggestions and to the drafting of OD 6.30 Local Cost Financing and Cost Sharing.

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