Showing 301-350 of 596 results

Serie

Chronological files

  • WB IBRD/IDA WB_IBRD/IDA_112-01
  • Serie
  • 1983 - 1998

Series includes Desmond McCarthy's chronological files covering nearly his entire career at the World Bank, beginning just prior to his transfer from the Comparative Analysis and Projections Division of the Economic Analysis and Projects Department (EPDCA) in 1983 to his time as Economic Adviser in the Development Economics Vice Presidency (DECVP) in 1998. Records generally consist of correspondence and memoranda between McCarthy and World Bank colleagues. Correspondence between McCarthy and individuals and institutions external to the Bank are included in lesser number. A significant amount of correspondence relates to the exchange of articles and reports for information, research, and review purposes; as such, articles and reports in final or draft form often accompany correspondence. Terms of Reference and back-to-office reports relating to mission travel by McCarthy and colleagues are included, as is correspondence related to work programs and research projects.

Records created during McCarthy's time as an Economist in the Latin America and the Caribbean Vice Presidency (LCN) between 1985 and 1988 are plentiful and primarily relate to his work as country economist for Argentina. Records relate to McCarthy's authorship or review of Argentina's Country Program Paper (CPP) and Country Economic Memorandum (CEM) and related discussion and research on macro-economic issues including: trade, financial sector reform, public sector expenditure, economic recovery and growth, and debt management. Records also relate to a variety of new initiatives in Argentina including a Cofinancing Task Force, debt equity swaps, and a significant refinancing package. Records also include periodic economic updates on Argentina.

Records relating to McCarthy's time in the International Economic Analysis and Prospects Division (IECAP) of the International Economics Department (IEC) between 1988 and 1992 include research on and discussion of a variety of topics including: World Bank-International Monetary Fund (IMF) relationship; impacts of the 1990 Middle East crisis on development; global economic outlooks; global capital shortages; and the environment and the world economy.

Records relating to McCarthy's work as an Economic Adviser in the Development Policy Group (DPG) between 1992 and 1993 primarily relate to his contribution to and review of Country Strategy Papers (CSPs). Substantial records relating to CSPs for Kenya, Columbia, Chili, Bulgaria, Poland, and Indonesia are included in this series. Comments by McCarthy on drafts of CSPs for other countries are also included. Records relating to McCarthy's participation in Paris Club Meetings are also included.

Records relating to McCarthy's time as Economic Adviser to the Chief Economist and Development Economist Vice President (DECVP) between 1993 and 1999 primarily relate to his research efforts. Topics include: public sector expenditure; impacts of environment on trade and development economics; and guidance and review of Country Assistance Strategy papers (CAS). Briefs on a variety of topics and countries for senior DECVP staff (including Chief Economists Michael Bruno [1993-1996] and Joseph Stiglitz [1997-2000]) are also included.

Speeches, articles, and conference attendance and participation

  • WB IBRD/IDA WB_IBRD/IDA_112-02
  • Serie
  • 1976 - 2006

Series contains reports and articles authored by McCarthy in both published and draft form. Published materials are usually contained in publications or as published reports. Articles and reports date from throughout McCarthy's employment at the World Bank, including his time as a consultant after his 1999 retirement. A small number of articles contained in this series were published while McCarthy was affiliated with the Massachusetts Institute of Technology (MIT) in the late 1970s. Topics of the articlesare wide-ranging, but generally relate to country economic profiles, consumer behavior in developing countries, and the agriculture and nutrition sectors.

Series also includes a number of reports published by the World Bank and authored by World Bank staff and consultants other than McCarthy. A small number of development-related speeches authored by individuals external to the World Bank are also included.

Records related to seminar attendance and participation by McCarthy are included in this series.Records include text and slides from presentations by both McCarthy and others. The most common topic of articles, reports, and conference materials is the environment and its effect on and role in development economics. Other topics include structural adjustment and country economic profiles.

Industrial Development and Finance Division, Western Africa Projects Department (WAPID) country and project records

  • WB IBRD/IDA WB_IBRD/IDA_111-04
  • Serie
  • 1975 - 1980, 1990

Series consists of correspondence created and received by Frank Vita during his tenure as Senior Operations Officer in the Financial Division of the Western Africa Industrial Development and Finance Projects Department (WAPID) of the West Africa Vice Presidency (WAN). Vita was primarily involved in project appraisal and supervision during his time in WAPID. Records were primarily filed according to country and thereunder by project name or type of records (i.e. supervision reports, official project documents, correspondence). Ghana is represented the most while records relating to Liberia, Nigeria, Malawi, and Kenya are also included. Project-related records include supervisory reports; project appraisals; project completion reports (PCRs); appraisal of projects submitted for financing by development finance companies; country sector reports (particularly on industry, financial institutions, and development banks); and correspondence discussing the writing and dissemination of these materials. Terms of Reference and back-to-office reports related to project appraisal and supervision are also included. Series contains a significant number of records related to the following Ghanaian projects: National Investment Bank Project (01) National Investment Project (02) Highway Project (02) and Highway Project (03) - Emergency Maintenance Project records related to the Development Finance Corporation Project (01) in Liberia are also numerous.

Note that a small amount of records relating to the identification of financial technical assistance projects prepared by Vita in 1990 while working in the International Finance Corporation (IFC) are filed in a folder alongside Ghana project files.

Finance Operations Department (FOD) chronological and subject files

  • WB IBRD/IDA WB_IBRD/IDA_111-05
  • Serie
  • 1970 - 1991 (predominant 1980 - 1986)

Series consists of correspondence created and received by Frank Vita during his time as a Senior Economist for Financial Operations in the Finance Operations Department (FOD) of the Treasury Vice Presidency (TREVP). Vita led FOD's Capital Markets and Economic Studies Unit (CAMES) from 1980 to 1984 and much of the records in this series relate to its activities. CAMES was responsible for supporting the Bank's borrowing activities by conducting research and reporting on country markets and financial standing, currency markets, capital markets, and central banks. It was the vehicle through which FOD developed borrowing policies and strategies for the World Bank. Series primarily consists of chronological files that contain correspondence, memoranda, reports, studies, summaries, and handbooks related to these activities. Records related to central bank investments in the World Bank are particularly numerous. Records relate to the establishment of a Central Bank Facility that would provide a new avenue for World Bank borrowing and central bank investment in the World Bank. Among other reports and studies on central bank investment in the World Bank is the 1983 report "Central Banks as Sources of World Bank Financing: Financial Operations Review" authored by Vita.

Also contained in this series are "Wednesday Reports", a weekly internal document generated by FOD and often coordinated by Vita that reported on Bank borrowings, currency swaps, Bank bond offerings, and external market issuances and performances. Draftsof reports are included in some cases.

Annual and mid-year review of the Bank's borrowing operations are also found in this series, as are records relating to departmental staffing and mission travel.

Tokyo Office chronological files

  • WB IBRD/IDA WB_IBRD/IDA_111-06
  • Serie
  • 1984 - 1987 (predominant 1984 - 1985)

Series consists of correspondence created and received by Frank Vita while serving as Deputy Chief of Mission in the World Bank's Tokyo Office between 1984 and 1985. The Tokyo Office primarily existed to assist in the Bank's borrowing program in the Japanese capital market. It also assisted in the dissemination of information on World Bank activities in Japan. Records include: briefing notes; speeches and presentations; policy and guideline papers; newspaper and magazine clippings related to Japan and its banking system and financial markets; and capital market studies. Correspondence in this series relates to: Tokyo Office administration, budgeting, and staffing; Tokyo capital markets; and currency swaps.

Personal records

  • WB IBRD/IDA WB_IBRD/IDA_109-03
  • Serie
  • 1972-1987

A business card file containing various business cards of James L. Theodores and of other individuals in the fields of international development, media, and hospitality is included in this series. Numerous versions of Theodores's Curriculum Vitae and commendation letters are also included.

Budget management

  • WB IBRD/IDA WB_IBRD/IDA_88-05
  • Serie
  • 1997 - 2001, 2004

Series consists of records maintained by the front office of the Education Team of the Human Development Network (HDNED) related to fiscal year business planning and reviews in preparation for budget allocation and monitoring. Business plans were developed by the sector director and advisers and were subsequently endorsed by the Education Sector Board on which the director served as chair. Records were predominantly created between 1997 and 2001 by Directors Maris O'Rourke and Ruth Kagia and other senior staff including Bruno LaPorte, Jamil Salmi, and Sukai Prom-Jackson. The records provide contextual information about the organization of HDNED teams, the sector's thematic activities, strategic objectives, support to Bank regions, partnerships, spending, and lending.

Record types within the series include memoranda, hard copy emails, budget sheets, staffing lists, cost and expenditure tables, guidelines, hard copy presentation slides, HDN issues notes, and draft and final reports concerning the sector'sbusiness plans, mid-term review of work programs, and retrospective reviews. These records, particularly the reports that are in table form, detail the sector's various work programs, such as early childhood education, under which the program's various themes, activities, projects and outcomes, and regions of focus are outlined.

Correspondence is between HDNED director or other senior staff and the Human Development Network Vice Presidency (HDNVP), Human Development Network Operations (HDNOP), and Strategy, Finance, Risk and Resource Management (SFRRM) regarding the planning process and budget matters, and allocation of funds to the regions and HD anchor.

Series also includes a file from 2004 containing records related to global partnerships and programs, specifically preparation of the Development Grant Facility (DGF) work program, budget, and Global Program and Partnerships (GPP) portfolio review. Among the records are a hard copy presentation on DGF and proposed DGF budget FY05 to executive directors, hard copy emails attached to DGF summary information with budget requests and allocations, DGF work program task outlines, draft report, and DGF Council correspondence and reports on allocations for HDN. Correspondence is mainly between HDNED staff and DGF manager.

Grant and trust fund management

  • WB IBRD/IDA WB_IBRD/IDA_88-06
  • Serie
  • 1995 -2005

Series contains records of the Human Development Network Education Team (HDNED) and previous units related to the management of funds to support global and regional development initiatives. Records document financial support for various education programs under the Bank's Special Grants Program (SPG) as well as the Development Grant Facility (DGF) approved in fiscal year 1998 which later absorbed the SPG. Most records in this series relate to DGF-supported programs. The programs represented in the records were implemented by the Bank's development partners including United Nations agencies, international organizations, bilateral agencies, foundations, and the private sector. DGF programs consisted of: country-level activities; capacity building; knowledge initiatives such as organization of conferences and training; and collective action across countries on education sector priorities.

Partnerships and programs represented in the files include, but are not limited to: World Education Forum for the Education for All (EFA) program; United Nations Educational, Scientific and Cultural Organization Institute for Statistics (UIS) program of education statistics to monitor country-level progress towards EFA goals; Global Development Network (GDN) to support education research; Association for the Development of Education in Africa (ADEA) and knowledge initiatives; Forum of African Women Educationalists (FAWE); and International Programme for the Improvement of Educational Outcomes (IPIEO).

Records were createdand maintained between 1995 and 2005 by various HDNED staff primarily including Shobhana Sosale, senior education specialist and program manager for trust funds, Task Manager and Economist Elizabeth (Beth) King, Adviser Marlaine Lockheed, and Sukai Prom-Jackson. The records reflect the activities of program managers throughout the grant and trust fund cycle, including preparation and review of grant proposals for the sector board, handling communication with partner grant recipients, preparation of the Letter of Approval (LOA) issued by the HDN vice president, arranging disbursement of funds, and the audit and evaluation of programs. Other records reflect participation in Bank and externally organized conferences and workshops on trust funds, and the trust fund learning and certification program.

Files contain detailed information on grant and trust fund-related programs, activities, achievements, and partnerships and contain the following formats: internal memoranda; all-in-1 notes and email hard copies; incoming and outgoing letters; handwritten notes; draft and final proposals; partnership approval and tracking system (PATS) output reports; guidelines; recipients' annual, financial and technical reports; recipient and internal progress reports; expenditure statements; budget reports; funding data tables; agenda and minutes of meetings; background papers, some prepared by the sector; fiscal year education DGF strategy and programs draft paper; letters of representations; lists of program trust funds; and printed material produced by partner organizations.

Internal correspondence is mostly between the responsible HDNED program manager or director, sector staff, and sector board, and HDN vice president. The correspondence covers various matters such as: reviews of proposals including recruitment of external peer reviewers for proposals; survey data for DGF applications; feedback and comments on proposals, including from the Education Sector Board; reporting on priorities for use of trust funds; the Bank's trust funds management reform; and announcements of trust fund agreements from the Trust Funds and Cofinancing Department (CTF). Other correspondence and associated records, such as the draft DGF sector strategy proposal, detail how funding was shaped by the Education Sector Strategy Paper issued in 1999.

Hard copy emails between program manager Sosale and the DGF unit and with HDNED directors concern the disbursement of educational grant program funds and contain general details on proposed individual programs and fiscal year priorities for funding. Attached to these emails are score cards of proposals from DGF manager, submission summary report, and strategy reports.

External correspondence includes the LOA sent by HDNVP to the president or head of the partner and recipient organization, and letters or hard copy emails from the director and program managers about proposal preparation, use and disbursement of funds, and other matters and queries such as categorization of funding.

The series also consists of records related to the Bank Netherlands Partnership Program (BNPP, 1997 - 2003) that contain funding proposals for the Dutch Trust Fund, email hard copies and memoranda outlining prioritized proposals by Marleen Dijkman (HDNHE) and from Education Sector Board Secretary Margaret Amaral to HDN Vice President David de Ferranti. Records document activities, timeline, and costs of regional and global activities in the education sector such as girls education and EFA.

There are also files related to rejected proposals and task managers' meetings (2000 - 2001).

Annual Reviews and Annual Reports

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

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

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

Records of the Director, Country Policy, Industry and Finance Division (OEDD2)

  • WB IBRD/IDA OPE-12
  • Serie
  • 1989 - 1999 (predominant 1993 - 1997)

The series consists of records created and received by the Director of OED's Country Policy, Industry and Finance Division (OEDD2). Records relate to Initial Executive Project Summaries (IEPS), adjustment lending, and other aspects of OEDD2's work. A very small number of records were added to the files by the Sector and Thematic Evaluation (OEDST) and Country Evaluation and Regional Relations (OEDCR) Divisions.

The series includes records containing comments that OEDD2 staff made on Initial Executive Project Summaries (IEPS) and on other project-related records generated by the Regions, including Final Executive Project Summaries (FEPS), Initiating Memoranda (IM), and Project Concept Documents. The record on which the comments were made is not always in the file, but in some cases the file does contain minutes from the OEDD2 staff review meeting at which the record was discussed.

Also contained in this series are files relating to adjustment lending. These include: copies of papers presented on various aspects of adjustment lending; memos on issues to be covered in adjustment audits; copies of statements made before the Board on structural adjustment lending; and memos on performance indicators for adjustment lending. Also included are background files for the FY 93 OED study of adjustment lending in Sub-Saharan Africa and the FY 96 OED report on The Social Impact of Adjustment Lending.

Also part of the series is OED's response to an Upstream Activities initiative encouraged by Bank President Wolfensohn toexpand OED's real time involvement in initial executive project summaries (IEPS) and initiating memoranda (IMs) for adjustment lending.

The series also includes files documenting activities associated with annual reviews and major studies undertaken by OEDD2 primarily between the years 1992 and 1996. A file containing records used in the 1991 annual review of performance results of 49 transport projects evaluated by OED and a file containing planning documents and drafts of the 1995 study of industrial restructuring are contained in the series. Also part of the series is files created to document activities associated with country assistance and other reviews. Files related to studies on OED methodology and procedures, conferences and seminars in which OED participated, and OED replies to studies and reports prepared in other Bank units are also included.

The series also includes project performance files containing draft and printed copies of a series of sectoral and project performance indicators study reports. This series of reports was developed as part of follow-up to the November 1992 Wappenhans Report (Report of the Task Force on Portfolio Management). Audit files were created for copies of comments received in OEDD2 in 1995 from reviewers of evaluative memoranda for Implementation Completion Reports (ICRs) and Performance Audit Reports (PARs) prepared in the division. These copies were retained as part of an initiative to incorporate findings or issues raised in the comments into divisional ledgers.

Borrowing and bond issues

  • WB IBRD/IDA ADMCF-09
  • Serie
  • 1937, 1944 - 1974

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

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

General and background records

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

Borrowing records

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

Bond issues

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

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

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

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

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

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

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

Marketing

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

Fiscal agents

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

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

Operational sector files

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

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

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

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

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

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

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

Knowledge and learning events

  • WB IBRD/IDA IND-04
  • Serie
  • 1994, 1997 - 1998

Series consists of records related to the Industry and Energy (IEN) industry units' participation and attendance at international conferences and other knowledge and learning events. Records were primarily maintained by Industry and Mining Division (IENIM) staff including Economist and Lead Mining Specialist Craig Andrews and Principal Mining Engineer Christopher Wardell and relate to four major events. The records also reflect the role of IENIM in planning and organizing these events.

The Conference on Development, Environment and Mining (Washington, D.C., June 1-3, 1994) co-sponsored by the Bank, United Nations agencies, and the International Council for Metals and the Environment (ICME) addressed the contribution of mining to economic development and management of environmental impacts for sustainable development. Other records relate to: IENIM-organized international roundtable, Mining in the Next 25 Years, on the future of the mining industry and management of risk (1997); Mining and the Community Conference (Quito, 1997 - 1998) to share experiences and research in the mining sector and local communities including indigenous communities, and environmentally sustainable mining; and the Mongolia Investors Conference (Ulanbataar, 1997) organized by Wardell and co-hosted by the Europe and Central Asia Vice Regional Vice Presidency (ECAVP) and Resource Mobilization and Private Sector Development Department (acronym unknown). The purpose of the conference was to promote investment in the areas of oil, gas andmining and to facilitate bilateral discussions between the Government of Mongolia and participants from various countries that included ambassadors, technical specialists and other representatives from the mining, engineering, financial and banking sectors.

Records consist of draft and final outgoing facsimiles and letters to participants or co-organizers covering the development of the conferences or other events, invitations and incoming replies, preparation of the agenda, or requests for funding from government agencies and subsequent financial arrangements for certain events. Internal memoranda between IENIM management and staff discusses the organization of speakers or consultants, selection of panels and topics, and administrative arrangements.

Additional record types that are filed with the correspondence include: agenda; objectives and discussion group descriptions; draft and final list of participants; curriculum vitae (CVs) of speakers; draft session papers; case studies; IENIM staff-authored articles; consultant reports (i.e. mineral resource and petroleum exploration in Mongolia); discussion paper proposals; background reports; conference brochures; printed material of other external institutions; and "Mining and the Community: Results of the Quito Conference", EMT (Energy, Mining and Telecommunications) Occasional Paper No. 11 (1998).

Governance, management and oversight

  • WB IBRD/IDA IND-05
  • Serie
  • 1972 - 1987 (predominant 1977 - 1987)

Series consists of records created and received by the Industry Department (IND) units, previous units and successors, related to managing the industry and mining portfolio and strategy and directing the research, policy, and project work of the department.

EISIC Subject files

A substantial portion of records are thematic, or subject files (1972 - 1987) primarily organized by specific industry subsector that contain correspondence, reports, and other material created by division chiefs and seniorstaff and often copied to the Office of the Director that were maintained in the EISIC. The more predominant subjects include the following industries or subsectors: alcohol; coal; fertilizer (phosphate and nitrogen); mining and minerals; pulp and paper; lead and zinc; steel (including iron ore); textiles; oil shale; refinery; science and technology; capital goods; as well as individual files on several other industries.

Files contain mainly copies of internal memoranda or cables between the Office of the Director (INDDR) to division chiefs and other IND staff and Bank departments including in the Regions, or to INDDR reporting office, Senior Vice President, Operations Policy (SVPOP). A broad range of subjects are covered, such as: summaries of visits to external organizations and meetings; representation at conferences or other events; arrangement of consultants for studies or reviews; review and comments on department papers or data (including commodity price projections); compilation and sharing of project data; discussion of project practice and impact of sector review (pricing, subsidization); sector issues and trends (new technologies, commodity pricing systems). Memoranda are occasionally in the form of Terms of Reference (TORs) for studies or missions, and back-to-office reports (BTORs) including copies of regional staff BTORs. There are also originals and copies of incoming letters and outgoing letters between IND senior management or staff and representatives of external organizations or government offices regarding: invitations or confirmations to participate in external meetings or conferences; proposed projects for the sector; and sharing of information on projects and common issues.

Other record types occasionally filed with the correspondence include: consultant reports; draft and final background papers or reports; agenda; list of participants; commodity and industry data such as price projections, company revenues, and production; external journal articles or press clippings; and other items.

Several files are titled "Industry Department general correspondence" (1977 - 1987) and industry sector reports (1973 - 1986). The general correspondence records cover a broad range of topics ranging from routine to substantive matters originating from IND successor, the Industrial Projects Department (NDP, later IPD). Topics of the latter include: division work program and budget, Bank lending program, confirmations on appointments and divisional assignments; Bank programs and activities in related sectors; procedural changes; and training requirements. Routine matters cover staffing and consultants, recruitment, bidding process, and other administrative matters. Files also contain copies of memoranda from Operations Vice President Ernest Stern to operational vice presidencies and Regional Vice Presidencies.

A set of "industrial strategy and policy" files (1982 - 1987) mainly reflect the various activities of the Industrial Strategy and Policy Division (INDSP). Memoranda covers arrangement of seminars, draft guidelines, summaries of meetings with external organizations representatives and government officials, budget and work plan, dissemination of draft papers including policy papers for comments, delegation of authority, and other matters.

NRIC correspondence and related records

The series also contains some correspondence files (1978 - 1986) authored by IND senior management and advisers and chiefs that were originally sent to the Bank's centralized records in the Non-Regional Information Center (NRIC). Files are titled "industry", "mining", and "general" and include mostly memoranda and letters that cover the various sector activities such as policy work, sector studies and projects, division work programs and organizational structure, and liaison with external organizations. "General" correspondence files cover various routine and substantive matters; among the latter includes notes about sector projects, policy and analysis, comments on regional lending program, IPD lending/work program, training components in Bank projects, sector activities in Regions, and external meetings. Attached documents include sector-authored yellow cover papers, published technical reports, draft policy papers or publication chapters, work program summaries, data tables (including lending operations); and external reports. A "General PIN" file contains drafts and final report, titled "World Bank Role in Non-Fuel Mineral Development", that outlines the potential for developing non-fuel indigenous resources in developing countries. "Mining" files are thin in volume. There is some overlap in certain records between these NRIC files and those above maintained in the EISIC as the department "working files"; however, this set of NRIC files is considerably smaller in volume and scope of sector activities.

Correspondence with World Bank President

Series contains Qureshi's correspondence with Bank Presidents Robert S. McNamara, Alden W. Clausen, and Barber Conable beginning when Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and Vice President Finance, International Bank for Reconstruction and Development (IBRD) in 1979 to his retirement in 1991 as Senior Vice President for Operations.

Although Qureshi maintained this correspondence in a single chronological series, the nature of the files changes somewhatwith each president. Records from the McNamara era, 1979-1981, include: copies of notes and memoranda sent by or through Qureshi to McNamara; copies of letters forwarded by Qureshi to McNamara for his signature; letters forwarded to McNamara by others and copied to Qureshi; copies of letters and memoranda McNamara sent to others and copied to Qureshi; and memoranda "to the files" summarizing important meetings that McNamara held with others and that Qureshi attended as an observer and/or recorder. Many of Quresh's memoranda to McNamara were returned with extensive handwritten comments and/or replies from McNamara. In many cases, a typed version of McNamara's handwritten comments is also attached to the incoming correspondence.

Records from the Clausen era, 1981-1986, primarily consist of: copies of letters Clausen sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Clausen; and copies of letters Qureshi and his staff prepared for Clausen's signature.

Topics covered in the files during the McNamara and Conable presidencies include (but are not limited to): draft Board papers; Bank borrowing operations; World Bank capital increases; International Development Association (IDA) replenishments; currency management; fiscal projections and monthly financial reports; work program and budget; and staffing requirements and personnel matters.

Records from the Conable era, 1986-1991, include: copies of letters Conable sent to others and copied to Qureshi; copies of memoranda and notes sent by or through Qureshi to Conable; and copies of correspondence Qureshi and his staff prepared for Conable's signature. None of Qureshi's correspondence to Conable were returned with the President's comments. Memoranda and notes that Conable sent directly to Qureshi are filed in Qureshi's subject files.

Most of the correspondence from Conable's era was sent when Qureshi was Senior Vice President for Operations (SVPOP) beginning in 1987. Correspondence covers subjects including: debt; Special Action Program for African countries; International Development Association (IDA) allocations; country lending and emergency situations; and adjustment lending and operations.

The series also contains an index of all of Qureshi's correspondence, 1979-1991, indicating the date, subject, and occasionally, the type of correspondence.

Country Strategy Papers

Series consists of Moeen Qureshi's set of Country Strategy Papers (CSP) and Country Strategy Notes (CSN), and their predecessor, Country Program Papers (CPP). While Qureshi was both Executive Vice President of the International Finance Corporation (IFC) and the International Bank for Reconstruction and Development's (IBRD) Vice President of Finance from 1979 to 1980 through his tenure as Senior Vice President, Finance (SVPFI, 1981-1987), the papers were copied to him for his information. The CPPs and CSPs map out the Bank's assistance strategy for a country and were submitted by the Regional Vice Presidencies (RVPs) to the Operations Committee (OC) or the Operations Policy Committee (OPC) for review and approval. Most of Qureshi's files contain copies of the postscripts, which summarize the action taken by the OC, the OPC, or the OPNSV, together with the CPP or CSP, and copies of memoranda to the Senior Vice President for Operations (SVPOP). In a few instances, the country papers maintained when Qureshi was Vice President then Senior Vice President of Finance include attached typewritten notes. The notes were addressed to Qureshi from IBRD/IFC senior staff or were prepared by Qureshi, to provide additional economic information or insight on the country. Some of the files created when Qureshi was SVPOP beginning in 1987 also contain original memos and both review drafts and final versions of CSPs. The few earliest files, from 1974 to 1977, were maintained by Qureshi's IFC predecessor, Ladislaus Von Hoffman.

AENVP/ASI chronological files

Series consists of chronological files created by Johannes Linn while serving as Senior Economist in the East Asia and Pacific Vice Presidency (AENVP) and Asia Regional Vice Presidency (ASI). Files primarily consist of correspondence and memoranda between Linn and World Bank staff. Topics include: publication of papers and monographs; feedback on papers and reports; mission travel; staffing and recruitment; Country Economic Memoranda (CEM); country sector reports; country projections; country creditworthiness; debt reporting; macromodelling; project review and planning; and work programs. During Linn's time in AENVP and ASI, he did extensive analysis of Thailand, as well as Indonesia, Korea, and the Philippines and this is reflected in the records of this series.

This series also contains correspondence with external individuals and institutions. These records discuss speaking engagements, information exchange, feedback on drafts, and offers of employment. Files also consist of a small amount of travel records.

Subject files

Series contains subject files created and maintained during Qureshi's career in the World Bank Group (WBG). Although the files are most voluminous for the period during which Qureshi was the Bank's Senior Vice President for Operations, 1987 to 1991, the series also includes records accumulated while Qureshi served in his various capacities at the international Finance Corporation (IFC), through his tenure as Senior Vice President of Finance, 1981 to 1987. Subject files also contain some reproductions of earlier publications and documents within the files dating from 1945.

Records include outgoing memoranda, letters, draft loan issuances, minutes, copies of Qureshi's speeches and articles, press releases and clippings, Qureshi's handwritten notes and comments, and occasionally externally-authored papers and reports. Several of the files contain Board papers presented to Executive Directors regarding a given topic.

Subject file topics include: debt; debt reduction; lending programs; Bank capital increases; co-financing; International Development Association (IDA) replenishments; overdue service payments; economic and social sectors; development of operations policy; Operations Evaluation Department (OED) project performance results; technical assistance; relations with China; relations with the Palestinian Liberation Front; currency pooling; special drawing rights; the Persian Gulf crisis; private sector development; women in development; and cooperation with the International Monetary Fund (IMF) and the United Nations (UN). Administrative topics include: budget issues, processes, and guidelines; Operations staffing, budget, and business planning; IT support; and managers' retreats.

Public Sector Management Unit (EMTPM) ECA/MENA Technical Department chronological correspondence files

The series includes chronological correspondence, memoranda, and other records created or received by Geoffrey Lamb while serving as Unit Chief in the Public Sector Management (EMTPM) unit of the shared regional ECA/MENA Technical Department of the Europe and Central Asia Vice Presidency (ECA). The records include memoranda and correspondence primarily between Lamb, ECA Vice President Wilfred Thalwitz, EMTPM staff, ECA Region staff, and Middle East and North Africa Region (MNA) staff. The correspondence and memoranda cover the following topics: ECA and MNA Regional Actions Plans for Technical Assistance (TA); EMTPM organized seminars, workshops, and training sessions; economic sector work (ESW) and Institutional Development Fund (IDF) lending for public sector management projects in the ECA Region; Dutch Trust Fund resources for ECA countries; and EMTPM planning priorities and consultant recruitment. Back-to-office (BTOs) mission reports and Terms of Reference (TORs) are interfiled among correspondence and memoranda. Incoming and outgoing correspondence sent and received by Lamb from individuals and organizations external to the Bank are also included. The chronological correspondence files also consists of sub-files containing: copies of faxes, telex messages, and cables sent to Lamb; travel request records; leave request records; expense reports; timesheets; and performance review records.

PPDPS institutional reform policy analysis records

This series includes records related to the subject of institutional reform maintained by Geoffrey Lamb when he served as Public Sector Management Adviser for the Public Management Unit (PPDPS) of the Projects Policy Department (PPD). The records include numerous policy papers and reports related to institutional reform, which were produced by PPDPS. Some of the papers and reports are authored by Lamb, including Managing Economic Policy Change: Institutional Dimension published in 1987. Background PPDPS reports on structural adjustment lending and the PPD Tenth Annual Report on Project Implementation and Supervision (1985) are also included.

Public Sector Management Unit (PPDPS) chronological correspondence files

The series includes chronological correspondence, memoranda, and other records created or received in Lamb's capacity as Public Sector Management Adviser for the Public Management Unit (PPDPS). The records include correspondence and memoranda primarily between Lamb, PPDPS Chief Arturo Israel, PPDPS staff, and staff from Bank regional departments. The correspondence and memoranda concern PPDPS planning and reporting of country missions, policy papers, country strategies, structural adjustment loan (SALs) projects, technical assistance (TA) projects, and workshops and seminars. Public sector management related topics are addressed in the memoranda and correspondence, including civil service reform, public expenditure, and institutional reform. Incoming and outgoing correspondence sent and received by Lamb from individuals and organizations external to the Bank are also included. The records also consist of Lamb's travel request records, leave request records, back-to-office reports (BTOs), aide-memoires, expense reports, and timesheets.

East Asia and Pacific Vice President (EAPVP) chronological files

Series consists of correspondence and attachments sent and received by Gautam Kaji while serving as East Asia and Pacific Vice President.

Topics of correspondence and attachments generally relate to operations policy, procedure, reporting, and evaluation, but also include: conference attendance; staffing; administrative matters; regional and Bank-wide lending program; management of field offices; development of Country Strategy Papers; annual lending allocation reviews; sector research and discussion (including gender, environment, social development); EAP administrative budget; country consultative groups; and the EAP Business Process Innovation (BPI) pilot. Records include: EAP Portfolio Monitoring Tables; country policy framework papers; briefing notes for Kaji; briefing notes created by EAP staff for senior Bank staff, including Bank President Preston; Country Strategy Papers; regional "Prospects Papers" and progress reports; administrative budget materials; three-year business plans for EAP; and materials disseminated in advance of Loan Committee meetings.

Managing Director chronological files

Series consists of chronological correspondence sent and received by Gautam Kaji while serving as Managing Director of the World Bank. Series broadly consists of three chronologically parallel parts: general correspondence; correspondence authored by Kaji and Managing Director Koch-Weser; and correspondence between Kaji and World Bank President Wolfensohn.

General correspondence records date from December 1994 when Kaji assumed the position of Managing Director and November 1997 when he retired from the Bank. Files are generally divided into two sections. The first section includes internal Bank correspondence. The most common records in this group are those relating to Kaji's role as Chairman of the Loan Committee and its successor, the Operations Committee. These records include reports on potential projects, materials related to regular Operations Committee meetings, and Kaji's comments on draft Country Assistance Strategies. Other topics discussed in the records of this series include: performance monitoring indicators and performance standards; guarantees in private sector investment in IDA countries and the World Bank Guarantee Program; World Debt Tables; the Bank-wide reorganization of 1997; conference attendance; planning and review of Bank program and budget; and operations and business policy development, review, and dissemination. Records include: drafts of Kaji's publications; Kaji's speeches; personal correspondence; meeting notices; memoranda to the Executive Directors; operations review reports; and Quarterly Reports on Pending Tranche Releases of Adjustment Operations. The second and smaller section of records includes correspondence from, and responses to, external parties. Topics of this correspondence are wide ranging but generally discuss East Asia operations and sector research.

The second part of the series includes correspondence authored jointly by Kaji and Managing Director Caio K. Koch-Weser from December 1995 to November 1997. Together, Kaji and Koch-Weser were responsible for Bank operations. Records discuss a variety of topics related to operations, including an increasingly results-driven approach to project implementation and evaluation as well as the need for simplification of operational procedures and reporting. Correspondence, which is most often between Kaji and Koch-Weser and regional Vice Presidents, discuss portfolio management, disbursements, completion reports, Country Assistance Strategies, and economic and sector work. Staffing related to the 1997 reorganization and the launch of the Bank's new network organization are also discussed.

The third part of the series includes correspondence with attachments between Kaji and Bank President James Wolfensohn from March 1995 to November 1997. Correspondence consists of copies of correspondence and attachments authored by Kaji and sent to Wolfensohn as well as Wolfensohn's incoming and outgoing correspondence from others which was then forwarded to Kaji. Correspondence serves a variety of purposes: information dissemination; briefing for Wolfensohn's meetings; answering Wolfensohn's requests for information; authoring correspondence for Wolfensohn; and submitting reports, announcement, and correspondence for Wolfensohn's approval.

East Asia and Pacific Vice Presidency (AENVP) chronological correspondence files

The series includes chronological correspondence files from when Attila Karaosmanoglu served as Vice President in the East Asia and Pacific Region (AENVP). The records include incoming and outgoing correspondence, memoranda, and other records related to support of AENVP operations, including: memoranda of country project loan signings; back-to-office reports; mission support records; briefing notes; and records related to numerous meetings, training seminars, and events held in the AEN region. Outgoing correspondence discussing ongoing projects and initiatives for particular countries sent from Karaosmanoglu to AEN country Executive Directors of the Bank are also included.

Speech, presentation, statement, and interview files

This series includes records of the speeches, presentations, statements, and interviews given by Attila Karaousmangolu in the following roles: Director of Development Policy (VPD); Director of the Country Programs Department 1 of the Europe, Middle East, and North Africa Region (EM1DR); Vice-President East Asia and Pacific Region (AENVP); and Managing Director (MDS). The records include speech transcripts, presentation papers, press releases, newspaper clippings, and hand-written notes. Correspondence and memoranda are also included, and detail formal arrangements, itineraries, and responses to speeches, presentations, statements, and interviews given by Karaosmanoglu.

SASVP chronological correspondence files

This series consists of chronological correspondence from when Joseph Wood served as Vice President for the South Asia Region (SASVP). The records include incoming and outgoing correspondence and memoranda received and sent to internal World Bank units and staff, and correspondence sent to external agencies. Numerous correspondence are between Joseph Wood, Managing Director Ernest Stern, the Office of the President (EXC), and Executive Directors Board members. The chronological correspondence focus on a variety of topics, including: SAS lending; SAS workshops and training; and SAS briefing.

Indonesian oil sector files

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

Policy and research papers

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

HIV/AIDS program management files

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

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

Vice President and Treasurer (TREVP) chronological files

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

Latin America and Caribbean Technical Department, Infrastructure and Energy Division chronological files

Series consists of records related to Tim Campbell's work in the Latin America and Caribbean Technical Department, Infrastructure and Energy Division (LATIE), as Senior Urban Planner and, briefly, as Chief, Urban and Water Unit. Series consists of correspondence and reports, among other formats. Records relate to project planning and evaluation activities as well as to urban development-related research conducted by Campbell and task forces and workshops on which Campbell participated. Records include: Terms of Reference; back-to-office reports; records related to missions to countries for project planning and information gathered (including Brazil, Mexico, and Guatemala); Campbell's comments on Departmental and external reports and policy papers; comments on Campbell's reports by Departmental colleagues and other Bank staff; Campbell's reviews of Project Completion Reports (PCRs); annual Urban Sector review; briefing notes; externally authored reports; meeting and seminar summaries; presentation notes and slides. Series also contains two reports authored by Campbell: Environmental Dilemmas and the Urban Poor (draft, 1989, prepared for the Overseas Development Council and not for the Bank); Decentralization to Local Government in LAC: National Strategies and Local Response in Planning, Spending and Management (1991, an LATIE Regional Study, accompanied by drafts and research materials); and Modes of Accountability in Local Governments of LAC (1992).

Transportation, Water and Urban Development Department Urban Development Division chronological files

Series consists of records related to Tim Campbell's work as Principal Urban Sector Specialist and Head of the Urban Partnership in the Transportation, Water and Urban Development Department's Urban Development Division (TWURD). Series consists almost exclusively of correspondence, the majority of which are incoming. Records contain correspondence with external agencies, institutions, and government representatives and include but are not limited to: the Inter-American Development Bank; the World Economic Development Congress; the Organisation for Economic Co-operation and Development (OECD); the United Nations Centre for Human Settlements; the World Conference of Mayors, Inc. Correspondence with government agencies and embassies of Switzerland, Great Britain, Sweden, Denmark, and Ecuador is also included. Correspondence relates to conference and meeting invitation, information exchange, and collaboration.

ESSD correspondence and internal memoranda

Series consists of correspondence and memoranda authored by or addressed to Johnson as Vice President of ESSD. Topics of external correspondence are from 2002 to 2004 and include invitations to participate in meetings and conference, and the exchange of information. Correspondence is with a variety of academic and research institutions, government agencies, and other external organizations.

Series also consists of memoranda from 2002 to 2004 authored by or addressed to Johnson to and from ESSD sector departments as well as other Bank units. Included are memoranda from Johnson to managing directors and Bank President Wolfensohn.

GEF correspondence files

Series consists of records related to Johnson's responsibilities as Assistant CEO of the Global Environment Facility (GEF). Records consist almost exclusively of correspondence addressed to and received from academic institutions,government agencies, non-governmental organizations (NGOs), research groups, consulting groups, and business leaders. The main topics of the correspondence include information exchange and invitations to conferences and meetings. A speech to the Governing Council of the United Nations Environmental Programme that appears to have been given by Johnson is also included.

Lecture and speech files

From 1985 to 1990, Vinod Dubey participated in over 20 seminars, symposia, and conferences at which he served as lecturer, speaker, panel chairman or member, or commentator. Files were prepared for each engagement. They include key documents, notes, statistical information, and outlines used in Dubey's preparations. The evolution of the Bank, Bank policy, and adjustment lending were frequently the topics of his presentations.

During the period covered by this series, Vinod Dubey served as: Senior Adviser (1984 - 1985) and Director (1986 - 1987) in the Country Policy Department in the Office of Operations Policy, and as Director, Economic Advisory Staff (1987-1990) under the Senior Vice President, Operations. Dubey also served as the first Liaison Officer to the Paris Club during the period 1984 - 1986.

Dubey served several times as: a lecturer for EDI [Economic Development Institute] seminars (1985, 1986, 1988, and 1989); lecturer, panel chairman or panelist for a number of other Bank sponsored seminars and conferences (1985 - 1990); and lecturer for the IMF Institute (1985, 1986, 1988). The file created for a Bank-sponsored symposium in Copenhagen, May 5 - 6, 1987 on economic adjustment and the Third World includes copies of a number of the papers that were presented, including Dubey's paper entitled Ensuring That The Poor Benefit From Improved Policy.

Dubey was also invited to speak at symposia and conferences sponsored by outside organizations including the Foreign Service Institute (1986), the Inter-American Development Bank (1987, 1989), and the Agency for International Development (1987, 1989). The file created for Dubey's Back-to-Office Report of a visit to Japan, January 25 -3 0, 1987 to speak to Japanese officials in seminars on structural adjustment lending includes copies of Dubey's lectures in Japan.

Several files were created for other conferences and symposia sponsored by the Bank and outside organizations which Dubey attended including SVPOP (later OPNSV) retreats (1986, 1988, and 1989) and a Bank/UNICEF meeting on collaboration on adjustment issues (1987). Notes taken by Dubey of discussions at these events are part of the files.

A file titled The Institute Lecture contains a copy of President Clausen's remarks at the Joint Bank-Fund Luncheon, May 25, 1985; Dubey apparently prepared the remarks. The series also includes a file created after Dubey was asked to represent the Bank at the June 5 - 10, 1989 Berne Union Meeting in place of Fred Levy. Separate files (1987 - 1988, 1988 - 1989) were created just for background materials for Dubey's lectures and speeches. The files include copies of Bank documents and publications, IMF publications, reprints of articles on finance and economics, newspaper clippings, and Dubey's handwritten notes.

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 ofthe 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 recordsregarding 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 theTransport 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.

Center Directors Committee (CDC) meeting and informational files

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

Berne Union Files Maintained by Development Finance Services, Economic Program Department

The International Union of Credit and Investment Insurers (Berne Union) was formed in 1934 with members from France, Italy, Spain, and the United Kingdom. Its purpose was to foster international acceptance of sound principles of export credit insurance; to establish and maintain discipline in terms of credit for international trade; to maintain sound principles of foreign investment insurance; to encourage a favorable investment climate; and to exchange information, assistance, expertise, and advice in relation to the commercial and political risks associated with export credit and investment insurance.

The January 1965 to January 1970 files cover the period when Andr Nespoulous-Neuville served as a World Bank observer to Berne Union Extraordinary General Meetings held in January and Annual General Meetings usually held in May of the same year. Most meeting files for the period include correspondence regarding meeting arrangements, provisional and final programs and lists of participants, lists of countries to be reviewed at the meetings, press releases (press notices), minutes of the meetings provided by the Berne Union Secretary-General, and the observer's Back-to-Office reports. Some of Nespoulous-Neuville's reports and other correspondence regarding Berne Union are addressed to the President of the Bank, the Director and Associate Director of the Development Services Department, and the Director, Development Finance Services where he was on staff.

The file for the 20 - 25 May 1967 Annual General Meeting in Wiesbaden contains a copy of a statement made by Nespoulous-Neuville at the meeting on the World Bank's Staff Study of Supplier' Credits from Industrialized to Developing Countries. The file for the 16 - 20 January 1967 meeting in Meg?ve includes a copy of a January 26, 1967 letter from Nespoulous-Neuville to the Secretary-General of Berne Union informing him that the Berne Union President had agreed at the meeting to send the World Bank all documents of general interest to the Bank. Most of the files dated after this letter usually include statistical data and other Berne Union documents not previously distributed to the Bank. The file for the London meeting, June 4-9, 1968 is the first to include a letter of invitation to the observer to participate in country review discussions at the meetings.

Nespoulous-Neuville left Development Finances Services before the May 1970 Annual General Meeting and was succeeded as a Bank observer at that meeting by Ugo Sachetti, the Director, Development Finance Services, which became the International Finance Division in the January 15, 1971 Bank reorganization. Sachetti served as observer through the May 1971 Annual General Meeting held in Washington, DC. Among topics discussed at that meeting were the responses to a questionnaire regarding the availability of export credit insurance to Ghana. Some responses are part of the file for that meeting.

Correspondence and Files Created for Research Projects in Support of Operations (Operations Policy Files)

The series consists of correspondence of Departments and of other organizational units of the Development Policy Staff (DPS), Central Projects Staff (CPS), and the Regional Offices primarily with the Vice President, Development Policy (VPD), the Director, Development Policy, and the DPS Research Adviser concerning research projects in support of operations. Most of these projects were funded through the Bank's External Research Budget beginning in 1972, but the series also includes correspondence relatingto research funded through Department resources. The remainder of the series consists of: research project files, 1972 - 1974 and sector research files, 1975 - 1977.

The research correspondence for the 1972 - 1974 period includes: research proposals forwarded by DPS, CPS, and Regional Office departments to the Research Committee; reports of reviews of research proposals by Research Committee review panels; memos concerning funding estimates for approved research projects; lists of projects requiring funding submitted by the Departments; research project status reports; correspondence of VPD, Bank Departments, and Regional Offices with outside consultants conducting research for approved projects; Terms of Reference (TOR); Back - to - Office Reports (BTOs) for missions associated with research projects; and research proposals from outside researchers and multi-national organizations and responses to these proposals. Also with the 1972 - 1974 correspondence is a copy of the pamphlet World Bank Research Program - Policies and Procedures.

Found with the 1972 - 1974 correspondence are reports prepared in 1973 at the request of Ernest Stern, (Director, Development Policy), which provided information for the first comprehensive report on the Bank's external research program in 1973. Among these reports is a 28 September 1973 status report prepared by the Director, Policy Planning and Program Review Department, DPS of 58 policy papers underway and planned for FY 1974 - FY 1975 and policy papers added, completed, and dropped. A November 30, 1973 update of this report is also in the files. Also among the 1972 - 1974 correspondence are copies of letters and other correspondence concerning the Task Force on Education and Development (ECIEL) and other research issues coming out of the conference on social research held at Bellagio, Italy in February 1974 and co-sponsored by the Ford and Rockefeller Foundations, the Bank, the International Development Research Centre (IDRC), and the U.S. Agency for International Development (AID). Filed at the end of the correspondence for 1972 - 1974 are project files relating to various topics including anthropology, export promotion and preference, growth potential of iron ore from developing countries, and urban transport and the automobile.

The research correspondence for 1975 - 1977, while similar in content to the earlier 1972 - 1974 correspondence, includes for the first time copies of mostly administrative correspondence of the Secretary to the Research Committee, Orville F. Grimes, Jr., including copies of Research Committee review panel announcements and minutes of Research Committee meetings. The 1975 - 1977 correspondence also includes Grimes' memos to supervisors of external research projects requesting input for the Abstracts of Current Studies booklet issued annually; copies of revisions of procedures for preparation and submissions of research proposals and informal guidelines for panel review of proposals issued by the Research Adviser; a copy of a bibliography on foreign aid prepared in VPD and furnished to the Executive Directors (EDS) on 19 March 1976 covering publications dated from 1968 to 1975; drafts of sections of the Annual Report on Research forwarded for comment by VPD; correspondence concerning the formation in 1977 of the Research Advisory Panel on Income Distribution and Employment (RAPIDE), including an informal history of the origins of the Research Committee prepared by Grimes (10 October 1972); and a report prepared at VPD's request by the Chief Economist, Latin America and the Caribbean Regional Office, concerning prospective research in country analysis and identification of areas justifying increased external funding or internal staff time.

Immediately following the research correspondence, 1975 - 1977 are three folders, apparently created by Grimes, which contain copies of grey cover annual reports of the World Bank Research Program for 30 December 1975, 8 January 1975, and 13 January 1977, and an annotated draft of the annual report for 1978. A folder on cotton research precedes the 1975-1977 sector research project files which are similar in content to the earlier (1972 - 1974) research project files. The kinds of documents found in the three 1975-1977 research study files at the end of the series (Kenya Socio-Economic Impact, Private Sector Development Study, Socio-Economic Impact Study) are similar to those found in the earlier research project files.

World Development Report (WDR)

The series consists of records relating to the preparation of the annual World Development Report (WDR), including correspondence sent electronically within the WDR team (DECWD), to other parts of DEC, and to other World Bank Group organizations. The WDR team reported directly to DECVP. The team had primary responsibility for the Bank assessment of the state of the global economy found in the annual WDR and for selecting an aspect of development to be analyzed in depth for the annual report. The series also contains reference materials, including internal research and discussion reports and external publications. Records in this series reflect the process of information gathering, analysis, and review involved in the preparation of the annual WDR, including briefing of the Bank president. Also documented is the collaboration that took place with other Bank Group organizations for information and data needed for the report as well as consultation with outside groups including NGOs. Summaries of meetings at which the WDR was discussed are in the series.

Research Project Files Maintained in the Office of the Vice President, Development Policy (VPD) and the Office of the Vice President, Economics and Research (VPERS)

Most of the research projects for which there are files in this series were started in the 1970s to early and mid-1980s The remainder of the series consists of files for other research projects started in the later 1980s, as well as a smaller number of files for projects started after that time that were maintained by the Research Administrator. The series is arranged in four parts. The first three parts cover overlapping time periods from 1969 to 1995. The fourth part of the series is a research project file for the City Project or City Study (1975 - 1985).

The majority of the projects in this series fall into the categories of development policy and planning, international finance and trade, agriculture and rural development, industry, transportation, water, telecommunications, energy, urbanization and regional development, and population and human resources. Some of the projects were conducted in collaboration with bilateral aid agencies, outside research institutions, and government agencies.

The earlier projects were funded wholly or in part from the External Research budget (ERB) and the later projects by the Research Support Budget (RSB). The Development Economics Department (ECD), Development Research Center (DRC) and the Economic Analysis and Projection Department (EPD) were responsible organizations for most of the earlier projects with Sector and Regional organizations bearing responsibility for the remainder. Research project proposals for the later period were forwarded by the Development Research Department (later the Country Economics Department) or another department, a Sector, or Regional unit, or, in the case of jointly sponsored projects, by a department or Sector and a Regional unit.

A typical research file contains: the formal research proposal submitted on a standardized form and sometimes accompanied by a narrative description of the proposed research and methodology; a memorandum establishing the membership of the review panel; comments on the proposal from Regional or sector units; the report of the review panel; replies from the reviewers or from the review panel; minutes of the Research Committee meeting at which the project proposal was reviewed;a memorandum containing the Research Committee's decision for funding and the identification code (RPO number) assigned to the project; quarterly status reports submitted on forms or narrative progress reports; and an abstract of the project that was published in the World Bank Group Research Program that was first issued in August 1972.The abstract described specific objectives of the study and the research method, the organization of the project, the date when final output was expected, and the Bank staff involved in the project. Also part of the project file were Terms of Reference and Back-to-Office reports for missions connected with the project; correspondence between the project supervisors and the Research Administrator that may include requests for additional funding (which were sometimes accompanied by an additional project proposal) or for an extension of the completion date; budget tracking reports; a project completion report on a standard form; and project evaluation reports from internal and external reviewers that accompanied the final project evaluation, or a project evaluation report from an internal panel. Files for some of the earlier projects also include correspondence with evaluators of the project, comments from the evaluators, and the project manager's response to the evaluations. Occasionally, completion reports and evaluation reports for more than one project were combined and some files are without completion reports. Internal and external evaluation reports as well as REPAC evaluation panel reports are in some files. After 31 July, 1984, only projects receiving over $100,000 in RSB funds were required to be evaluated.

Some project files for the mid to late 1980s contain proposals in the form of memoranda or papers for funding from RSB small grants (usually under $20,000) for development of formal project proposals; preparation of papers for colloquia; organization of workshops, seminars or expert meetings to assist in the formulation of a formal research proposal; or for dissemination of papers or other output from previously conducted research projects. The proposals for funding from the small grants program were usually reviewed and approved by the Research Adviser (later Research Administrator). The other research files for this period for projects requiring larger amounts of funding from the RSB vary in content. All of these files contain a completed Request for Research Support Budget (RSB) funding which is often accompanied by a memorandum describing in some detail the proposed research and/or methodology. Sometimes revisions were made to the original proposal and additional request forms were completed. All of the files contain an identification or RPO number.

Among the more widely known of the early files in this series is a project file for what was in 1987 the longest running (18 years) research project in the Bank's history-Road Construction, Maintenance and Vehicle Operating Cost (also known as the Highway Design Study') (670-27). The International Comparison Project (670-68) was begun by the United Nations in 1968, was later funded as an external research project by the Bank, and was closed in December 1984. The Strategic Planning to Accommodate Rapid Growth in LDC Cities (The City Project or City Study) (671-47) project file covers the 10-year period from 1975 to 1985. In addition to the project completion report and evaluation, the file includes a November 1982 narrative report entitled The City Study: A Summary of Results and Policy Implications prepared by Gregory Ingram, Alvaro Pachon, and Jose Fernando Pineda. Another project file for the same project (RPO 671-47) contains manuscripts of some of the project papers and intermediate papers produced. According to the Project Completion Report filed by project manager Gregory Ingram, the intermediate papers were a means of compiling intermediate, mainly descriptive, results and usually resulted from the city study workshops. The project papers were usually more analytical and intended as finished results. These were intended for wide distribution and have mostly been published as World Bank Staff Working Papers or papers elsewhere in journals and books. Paper abstracts are in this series along with the manuscript of the monograph Understanding the Developing Metropolis: Lessons from the City Study of Bogota and Cali, Colombia by Rakesh Mohan, which was published in 1994 and summarized the main findings of the City Study.

Also found with the earlier files in this series is correspondence of Ernest Stern, Senior Adviser, Development Policy with the Ford Foundation, the Rockefeller Foundation, the International Development Research Center (IDRC), the U.S. Agency for International Development (AID), and other government offices following the social science research on development conference in Bellagio, Italy, 13-15 February 1974 (RPO 670-92). The correspondence primarily concerns the continuation of international collaboration for development research and planning by holding meetings (referred to as Bellagio Plus meetings) during 1974 and 1975 in the areas of employment, income distribution, rural development, population, and education. Correspondence concerning planning and outcomes of these meetings is in the files along with correspondence of Benjamin King, Research Administrator, and Orville Grimes, Secretary to the Research Committee, with IDRC concerning Bank participation in the Social Science Research (SSR) information system and with Bank officials concerning the issue of Bank participation in DEVSIS, an international information system in the field of economics and social development sponsored by IDRC, ILO, OECD, UNDP, and UNESCO.

The earlier files also include documents brought together for the World Bank's Comparative Study of Poverty (673-73), an overall study and evaluation of poverty, equity and growth in 21 developing countries during the period 1950-1985. Included are unpublished papers concerning Ghana's agricultural commodity prices, political economy, and production costs for food crops; studies of poverty, equity, and growth issues; various development plans and reports, including World Bank reports; study outlines; notes and correspondence concerning project work; and newspaper articles pertaining to Ghana. With these documents is a heavily annotated typewritten timeline of economic and political events in Ghana from 1874 to 1983 that was used in the study, a sample questionnaire, computer printouts, and related correspondence. Research papers on the Political Economy of Poverty, Equity and Growth in Brazil, Mexico, Colombia, Malawi, Hong Kong, Thailand, Sri Lanka, and Malaysia developed for the study and several comparative research papers; printouts of computer data; and a draft introduction prepared for a multi-volume publication of the research papers developed for the study are part of the files.

For the later period the series includes project files for several multi-country Comparative Studies. The Timing and Sequencing of A Trade Liberalization Policy was the first of these studies that was initiated under a Research Policy Council program in 1985. An evaluation of the Comparative Studies was summarized in the FY 93 Report on the World Bank Research Program. A small number of project files for the later period were created for administrative purposes and assigned RPO numbers.

Files are included in the series for projects that extended beyond their authorized duration and never went beyond initial planning stages and projects that were cancelled because no contract was signed or funds expended to carry out the project. The titles of some projects were changed after approval of the research proposal and a few projects were shut down and never completed because of lack of department or division sponsorship or because no work was undertaken after the project proposal was approved.

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

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

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

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

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

Committee of Center Board Chairpersons (CBC) meeting files

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

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

Unit budgeting and administration

Series contains records related to the budgeting and administration of the Office of the Vice President and its departments responsible for the external relations function in the World Bank. Records are predominantly from the 1970s and 1990s and include outgoing memoranda, reports, handwritten notes and ledger sheets in preparation for fiscal year business planning. The series also contains memoranda and notes relating to personnel administration and budget correspondence files of Information and Public Affairs (IPA) Directors Lars J. Lind (1967 to 1972), and John Merriam (1973 to 1974), which provides contextual information about IPA's organization and activities.

Subject files

  • WB IBRD/IDA NURICK-5864S
  • Serie
  • 1947 - 1996

The files consist of correspondence, reports, legal memoranda, briefs, and printed items. The topics to which the records relate reflect issues of personal interest to Nurick or issues that he handled on behalf of his clients. Records relate to the World Bank as an institution, such as the Bank's Articles of Agreement, the Bretton Woods Agreement, sovereign immunity, the International Finance Corporation, immunities and powers of the Bank, and Bank membership issues involving China, the Palestine Liberation Organization, and Iran. Also included are records relating to bond issues and finance, taxation, co-financing, and securities and investment. Some records relate to litigation, such as a Federal Communications Commission case and a case involving university tuition payments. Files on specific World Bank lending projects include records related to the Volta River power projects in Ghana (including photographs), the Shashe projects in Botswana (Shashe Engineering Project and Shashe Construction and Supplementary Loan Project), the Falconbridge ferronickel project in the Dominican Republic, and the Boke UNDP Technical Assistance project in Guinea. Records also relate to personnel issues, such as staff rights and obligations, garnishment, and staff compensation.

Reading file

  • WB IBRD/IDA FRIEDMAN-01
  • Serie
  • 21 October 1964 - 28 March 1968

Irving S. Friedman was appointed economic adviser to Bank President George D. Woods on 1 October 1964 after having served as Director of the Exchange Restrictions Department at the IMF since 1950. Many of the letters and memoranda for the October-December 1964 period concern the structuring of his staff and appointments. Letters and memoranda concerning strengthening of the Economics Department placed under him and appointments of additional economists including Andrew Kamarck who was named director of the department and Bela Belassa who was recruited by Friedman as consultant adviser to the Economics Department are in the file for the early portion of 1965. Other subjects of the 1965 correspondence include the Capital Requirements Study, assistance to countries in debt rescheduling, external debt, and creation of the Economic Committee at the Bank. Friedman's memoranda to President Woods for this period include: proposals for consultative groups; comments on Fund quota increases and the impact of Balance of Payments on an IBRD bond issue in the United States; and his report to Wood on his visits to Brazil, Argentina, and Chile in September 1965.

Friedman's reading file for the 1966-1967 period includes: a 4 February 1966 draft of a speech to be given at the White House by President Woods on his views on the U.S. foreign aid program; outlines of presentations and copies of speeches made by Friedman at Harvard University, the Brookings Institution, the U.N. Trade and Development Board and elsewhere; notes and summaries to the file on various subjects; drafts of papers on various topics and issues including some September 1966 drafts entitled Accomplishment in Economics of the last two years at World Bank. A 14 March 1966 memorandum to Woods on Post War [Viet Nam Conflict] Planning; several memoranda sent to Woods in May 1966 concerning a meeting between Friedman and representatives of the U.S. Defense Department at which India and Pakistan defense expenditures were discussed; and a 12 June 1967 memorandumwritten jointly by Friedman and Kamarck to Woods proposing a New Perspective for the Middle East following the six-day war between Israel and an alliance of Arab states are part of the file.

The blue carbon typewritten copies of letters and memoranda in this series constituted Friedman's personal reading file. They primarily document Friedman's official duties while serving with Woods until the President's retirement on 31 March 1968, but they also include some personal letters of congratulation and condolence, thank you letters for invitations and hospitality extended to him and his wife, and occasional personal letters to professional colleagues outside the Bank.

Project lending and operational support

  • WB IBRD/IDA IND-03
  • Serie
  • 1949, 1951, 1960 - 2007 (predominant 1974 - 2001)

Series consists of records created by the industry units carrying out operational work including project lending, technical assistance, economic and sector work, and support to the Regional Vice Presidency units in the manufacturing and mining sectors. Prior to the Bank-wide 1987 reorganization and creation of the Industry and Energy Department (IEN), predecessors including the Industrial Projects Department (NDP, later IPD) formed in the 1972 reorganization operated as a central operating project department (COPD). The Bank's five COPD departments, including IPD, reported to the Central Projects Staff Vice Presidency. These units, which were too small to decentralize, had full responsibility for managing operational activities. This involved providing planning, direction, supervision, and personnel to the Region, as if it were a regional projects division. IPD and its successor, Industry Department (IND, 1982 - 1987) were specifically responsible for identifying, preparing, appraising, and supervising projects involving direct loans or credits to large-scale industrial enterprises. This function is reflected in the volume of Bank project lending records created in this earlier period from the 1960s to the mid-1980s.

Types of records in this series include: internal memoranda and incoming and outgoing letters, cables, telexes and hard copies of electronic messages between industry units, regional staff and other Bank units, government officials, and other external organizations; Terms of Reference (TORs) of studies, missions, and consultants; aide-memoires; back-to-office reports; project cycle documents such as staff appraisal reports, agreement drafts and copies, and President's Reports; consultants' reports; feasibility study reports; project financial statements and projections; balance sheets; minutes of meetings; data tables and statistics on industrial and mining operations or commodities (refinery revenues and costs, production costs, crude prices, consumption, forecast and actual production); handwritten notes; technical specifications documents; Bank and external newsletters; and other externally-authored reference material on countries in support of projects, sector studies, and reviews. Reference materials created and compiled by staff and consultants also consist of manuals and publications or working papers, United Nations reports, and annual reports including many of member country public enterprises. Lastly, there are an undetermined number of geologic and topographic maps (minerals prospect plans or drilling plans), technical drawings (engineering, construction), flow diagrams (plant extraction, production models) and, less commonly, photograph albums or photocopies of images depicting project sites.

Project lending and Economic and Sector Work (ESW)

Records in the series reflect NDP/IPD and successor IND's project identification, preparation, and supervision of investment, structural adjustment, and other development projects that were financed or cofinanced by Bank loans and credits beginning from the late 1960s. The earliest records are government or other externally produced documents and reports that were kept as reference for projects, including a copy of a private sector company incorporation certificate (1949) and a geological survey regarding lignite mining in Sierra Leone (1951). The series includes records relating to completed and dropped projects.

Among the most common projects reflected in the records are manufacturing of iron and steel, wood processing (pulp and paper), fertilizer, cement, and mining of non-fuel minerals (nickel, iron ore, bauxite or aluminum, phosphate) and fuel minerals such as coal and lignite. Project records also relate to exploration and engineering as prerequisites for mining activities and mining safety. Some of the projects containing the largest volume of records in this series include: Industrial Research Development and Engineering Project - Spain (P032983) (1978 - 1982); Nickel Exploration Engineering Project - Burundi (P000182) (1964 - 1985); Oil Shale Engineering Project - Morocco (P005402) (1975 - 1981 and National Mineral Exploration Fund Project - Bolivia (P006134), (1979 - 1989).

A significant volume of records dating from 1946 to 1985 (predominant 1977 - 1985) relate to the Bank's technical assistance to Saudi Arabia and its petrochemical industry. Several files relate to feasibility studies for joint ventures of the Saudi Basic Industries Corporation (SABIC), SABIC and Japanese Methanol Project in Saudi Arabia, Yanbu Petrochemical Project, and Jubail Rolling Steel Mill Project (no project identifiers found in the World Bank Projects and Operations database).

Other lending projects represented in the series in lesser volume, relate to chemicals and petrochemicals, refineries, copper, gold, diamond, alcohol, tin, potash, small scale mining, textiles, pharmaceuticals, industrial energy conservation, state enterprise, and trade (export diversification).

Related sectors such as energy, transport, and environment are occasionally represented in the project records, as components of a particular project, or through collaboration and information sharing. One such project that generated a large volume of files is the Bukit Asam Mining and Transport Project - Indonesia (P003811) (1970 - 1985). A small volume of records relate to IND's involvement in petroleum exploration in collaboration with the energy sector units that operated alongside IND under the Energy and Industry Vice Presidency (EIS, 1982 - 1987).

Series also contains a small volume of records (1978 - 1993) created and compiled by industry units to produce the ESW analytical reports that helped direct development programs and project lending. These records mostly relate to the mining sector in African countries and include sector studies and review, privatization technical assistance, mining sector rehabilitation, exploration and promotion of mines and metals, and an industrial restructuring strategy review for Hungary (1985 - 1990).

Operational support

The series also contains project-related material created by the Industry and Mining Division (IENIM) and successor unitswhile advising and reviewing development projects and providing technical assistance. Operational support records cover the period from approximately 1987 to 2007. The bulk of the projects were managed in the regional units supported by IENIM. The files contain standard project documents, as well as correspondence and reports generated by IENIM as part of their review function. Numerous files relate to the [Mining Sector Development and Environment Project, Ghana (P000966) (1990 - 2002), Economic Recovery and Investment Promotion Technical Assistance Project - Zambia (P040642) (1982 - 2001), and Mineral Sector Development Technical Assistance Project - Tanzania (P002812) (1985 - 2003). Other projects supported by industry units relate to coal sector adjustment loans, coal and mining sector rehabilitation, mining sector legal and regulatory reform, environmental management capacity building, steel industry restructuring, privatization and private sector development, cement industry modernization, and industry pharmaceuticals. Records also reflect industry and trade policy, and financial, economic and market analysis for industrial products.

A set of records originally identified as "own financed work" contain a combination of project support andsectoral studies (1988 - 2001). The papers and studies were sometimes conducted in conjunction with external agencies and/or consultants and topics include Latin America Mining Study, Hebei China Gas Study, steel industry restructuring, fertilizer sector study, and others.

Verification files

This series contains correspondence related to fact and footnote verification. Series contains files for some subjects in Volume I and some chapters of Volume II. The subject verification files contain copies of internal Bank documents or articles that were located during the verification process and are often marked with the footnote numbers to which they provide verification. Verification files for only three of the Volume II chapters exist.

Volume I drafts and related writings

This series is a fragment of the files that must have been created during the drafting of the chapters in Volume 1 of The World Bank: Its First Half Century. The files are of three types: comments on drafts by the three authors; background reports by staff researchers; and papers prepared for other purposes but related to the themes of Volume I.

The comments cover draft chapters on: agriculture and rural development; external relations; policy-based lending; and the International Development Association. The comments are from readers both within and outside the Bank and from co-authors. The files also include some background materials as well as a draft of the book's table of contents. The authors were assisted by staff researchers, who prepared background papers or reports on groups of files for use by the authors. The series also includes: Lewis's file as a reader for the North-South Institute's project on multinational development banks, including drafts and comments; Kapur and Webb's paper on the evolution of these banks for a conference on the fiftieth anniversary of Bretton Woods; and Webb's article on policy reform in Peru for a conference at the Institute for International Economics.

Incentives and Comparative Advantage (INCA) management

Series contains records related to the organization and management of the Incentives and Comparative Analysis (INCA) Unit, situated in the Industrial Development Finance Department (IDF) in 1981 and later the Industry Department, Strategy and Policy Division (INDSP) from 1982 to 1985. Records were primarily maintained by Economist Garry Pursell who led the unit beginning in 1981. The records consist of internal memoranda and reports documenting the establishment and history of the INCA Unit including the RPO-672-44 "Establishment of an Experimental Unit for Work on Industrial Incentives and Comparative Advantages" preparation of work programs, reporting on unit activities, dissemination of INCA products, and other activities including management of staff and consultants. Record types include: forms and profile sheets regarding consultants and requests; administrative lists of INDSP requests and information products; reports and papers including Pursell's "The INCA Unit at the World Bank", INCA situation and status reports, and INCA Project Completion Report (1985); summary note of activities; work program review report; draft and final work program plans; and data tables including a summary of research activities. Internal memoranda are mainly between Pursell and IND senior management including assistant directors and division chiefs and discusses work program, strategy, budgeting, research and studies, as well as recruitment and organization of consultants.

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