Page Specific Disclaimer

The Guidelines have not been prepared with any specific transaction in mind and are meant to serve only as general guidance. It is therefore critical that the Guidelines be reviewed and adapted for specific transactions To find more, visit the Guidelines to Implementing Asset Recycling Transactions Section Overview and Content Outline, or Download the Full Report.

This is a new section of the website and is currently in draft form.  For feedback on the content of this section of the website or suggestions for links or materials that could be included, please contact the PPPLRC at ppp@worldbank.org.

 

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Banner Notice

The Guidelines to Implementing Asset Recycling Transactions is intended to be a living document and will be reviewed at regular intervals. Visit the Asset Recycling: Decision maker’s notes for a practitioner's overview of Asset Recycling programs. To find more, check out the Section Overview and Content Outline, or Download the Full Report.

 

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Asset Recycling Guide: Tools and References

Find Tables, Figures, Boxes and Tools in Asset Recycling below, or visit the PPPLRC Tools section for more.

Tables

Table 1: Models of Asset Recycling

Table 2: Key Elements in Drafting Terms of Reference

Table 3: Asset Due Diligence Checklist

Table 4: Scope of Descriptive Legal Due Diligence

Table 5: Asset Valuation Methodologies

Table 6: Key Parameters to Consider for Multi-asset Bundling

Table 7: Key Evaluation Criteria for RfQ Stage

Table 8: Types of Financing Instruments

Figures   

Figure 1: Advisory Services for an Asset Recycling Project

Figure 2: Commercial Due Diligence Coverage

Figure 3: Financial Due Diligence Coverage

Figure 4: Legal Due Diligence Coverage

Figure 5: Structure of Concession/ Lease Model

Figure 6: Structure of Joint Venture Model

Figure 7: Stakeholders in a Concession / Lease Agreement

Figure 8: Performance Monitoring Process

Figure 9: Escalation Process of Dispute Resolution

Boxes 

Box 1: Case Study on Asset Recycling Initiative in Australia

Box 2: Case Studies from India and Indonesia

Box 3: Descriptive Legal Due Diligence

Box 4: Prescriptive Legal Due Diligence

Box 5: Special Considerations for JV Structure

Box 6: Common Risk Categories

Box 7: Case Study on Lessons Learned from Asset Recycling Initiative in Australia

Box 8: Case Study on Sample Transaction Documents of TOT Model

Box 9: Case Study on Innovative Financing in Peru

Box 10: Case Study on the Utilization of Proceeds from Asset Recycling

Tools 

TOR for Transaction Advisors for Airport… Find sample Terms of Reference for selecting Transaction Advisors for Airport Development
Risk Matrix for Airports This section describes in more detail the range of models that have been observed in asset recycling transactions.
TOR for Transaction Advisors for Power Generation… Find sample TOR for selecting Transaction Advisors for Power Generation Development
Risk Matrix for Power Generation This section provides sample risk matrix for power generation asset recyling.
TOR for Transaction Advisors for Toll Roads… Find sample TOR for selecting Transaction Advisors for Toll Roads Development
Risk Matrix for Toll Roads This section provides sample risk matrix for toll roads asset recycling.
TOR for Transaction Advisors for Ports Development Find sample Terms of Reference for selecting Transaction Advisors for Ports Development
Risk Matrix for Ports This section provides sample risk matrix for port asset recycling.
Sample Term Sheet Module 5 of the Annex in Asset Recycling. This term sheet sets out a framework for the terms and conditions to be set… more
Note/s:

The Guidelines have not been prepared with any specific transaction in mind and are meant to serve only as general guidance. It is therefore critical that the Guidelines be reviewed and adapted for specific transactions To find more, visit the Guidelines to Implementing Asset Recycling Transactions Section Overview and Content Outline, or Download the Full Report.

This is a new section of the website and is currently in draft form.  For feedback on the content of this section of the website or suggestions for links or materials that could be included, please contact the PPPLRC at ppp@worldbank.org.