78.72 linear feet of textual records; 2 videocassettes

This series contains subject files maintained by Goldstein while serving as managing director and chief financial officer (MDCFO), 1999-2004. The bulk of the materials were created during Goldstein's Bank tenure, but a few files contain copies of items originally created prior to his arrival in 1999. Files in this series contain correspondence, memoranda, notes, reports, discussion papers, meeting minutes, presentation materials, and other records.

The contents of the subject files reflect the entire range of Goldstein's responsibilities and activities as MDCFO. Major topics include:

• Management of the World Bank's internal and external financial affairs, including resource mobilization, Bank-administered trust funds, guarantees, lending, and oversight of the Bank's efforts in client countries to strengthen their financial and capital market systems

• International Development Association (IDA) replenishments IDA12 to IDA14

• Heavily Indebted Poor Countries (HIPC) initiative

• Poverty Reduction and Economic Management Network (PREM)

• Sovereign debt and macroeconomic frameworks, including debt sustainability, external debt, and the development of guidelines for public debt management

• Integrity of financial operations in the World Bank, as represented in records related to the Audit Committee, the Operations Evaluation Department (OED), the Internal Auditing Department (IAD), the Committee of Sponsoring Organizations of the Treadway Commission (COSO), and the inclusion of both unaudited and audited statements for World Bank operations

• Risk management for the World Bank, including files on the Risk Management Committee and Task Force, market risk exposures, credit risk and loan loss provisioning, and stress testing

• Stability and integrity of the global financial system

• Coordination with World Bank shareholders and other international financial institutions, as seen in files on the International Monetary Fund (IMF), the G-7/G-8 and G-20, meetings with United States government officials, and World Bank Executive Directors and Board meetings

• World Bank corporate strategy and strategic planning, including files on the 2001 Strategic Framework, the annual Strategic Forum meetings, and the work of the Corporate Strategy Group

• World Bank budget , including records related to budget planning, management, and reform; quarterly business reviews with Bank vice presidents and managing directors; business plans; strategy documents; and materials for meetings of the Budget Committee

Also included in this series are country files maintained by Goldstein about World Bank activities and relations with several member countries from 1999 to 2004. Files contain background information, internal correspondence, Bank policy documents, meeting notes, and other documents about Bank strategy and risk management in certain countries. Many of the files in this series relate to the Bank's work in countries that were experiencing economic distress, conflict, or political changes during this period.

Original order has been maintained.

Records are subject to the World Bank Policy on Access to Information.

Records are subject to the Terms of Use for the World Bank Group Textual Records.

• See General Vice Presidents and Managing Directors -- Records of Jeffrey A. Goldstein -- Correspondence (WB IBRD/IDA MDS-05-01) for additional copies of correspondence to or from Goldstein.

Internal World Bank Group Archives rules based on ISAD(G).