Build-Operate-Transfer (BOT) and Build-Operate-Own (BOO) projects
from inception through to signature of the concession contract.
The information in this site is to assist in
writing tenders and evaluating them
writing concession contracts and negotiating them
for Private-Finance-Initiative (PFI) projects for developing countries--
in particular BOT BOO BOOT etc. for ICT Communications & Information Technology.
Why is this a "Lazy Man's Guide"? Because it leverages the internet as an expert assistant.
How? By having you create your own links to the information you gather. You write your own guide.
ie. use this 'guide' to generate your own database
to quickly and efficiently distill a concession type tender
from the latest information available.
NOTE: many links on this site use the 'wayback machine' http://web.archive.org/
and before you start, you might take a look at 20 Things to look for in your bidding documents and process
These sites give pre-packaged advice and help on crafting public-private projects.
BOT BOO Projects-resources & structures
(International Financing Information Network) provides information on all projects of the international development banks and the UN.
List of ADB Technical Assistance (TA) projects lists the new projects currently under consideration by the Asian Development Bank.
Want to submit an EOI (Expression Of Interest) on an ADB managed TA project? Then make a site visit to the Borrowing Country and meet the appropriate Borrowing Country officials involved in the project. This will help you prepare your proposal (if you are short-listed) and show your definite interest in the project.
Should you form a Partnership, a Limited Liability Company (LLC), or Incorporate? (And what about non-profits?)
Where should the company be created?
The various international development banks specify that procurement for consulting and works are open only to the citizens/residents of member countries. The World Bank keeps an online listing of its member countries.
Follow these 3 steps to structure your own project plan.
Search and gather information
Brainstorm -- organize, prioritize, classify, sort the information -- use some of these tools to help.
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www.method123.com offers project management templates (many free) to organize project planning, risk analysis, registers, and forms. Check out their methodology. This is a real time-saver.
Project KickStart is an application that helps you brainstorm, plan and schedule projects. Jumpstart your BOT project with a 20 day free trial. Perhaps the hardest part of a project is launching it. This will help do it. It integrates with other project management software (e.g. Microsoft Project, SureTrak...). |
Sketch your own BOT procurement blueprint.
A major risk element to be negotiated as part of the concession agreement is the risk of termination.
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Risk estimation & allocation of project risk This is a form of Fermi Problem. Fill in the blanks. For a first cut, put X in each cell where the risk is borne. For more detailed risk analysis use some of these links and tools. |
|Insurance of BOT projects |*Finance Guarantee program-World Bank |
Sample Concession agreement-roads-India |
Draft Concession agreement - english | parts 1 2 3 4 5 6 7 8 9 |
Project
Finance Portal |
Global
Infrastructure Finance Sources & Structures |
IFC
- International Finance Corporation |
What a Private
Sector
Participation Arrangement Should Cover |
Ducroire - Project Financing |
Operations Manual - ADB cofinancing |
Financing
Structures |
Market Structures In The
Telecommunications Sector |
Telecommunications Green Paper |
Privatization Of
Infrastructure |
UNDP
I. Tthe Communications Revolution |
Private Participation in
Telecommunications—Recent Trends |
BOT Construction Law |*Philippines BOT law & Implementing Rules And Regulations | || BOT law-Gujarat | Croatian Radio-TV Law | Croatia telecoms law | Vietnam BOT rules | Vietnam BOT law |
Guide to Financing BOT
Projects |
Guide to Financing
Telecommunications Projects |
On-line ADB Publications |
BOO/BOT Projects:
Commercial/Contractual Guide
BOT concession revue | Asia Telecommunications Newsletter |
* Baker & McKenzie | KemaConsulting | Promoting Private Infrastructure Finance | Transurb| Fenwick Elliott | Public-Private Partnerships
Tendering Guides (Nova Scotia's) | RFP | EOI REI (Request for Expression Of Interest) | Request For Quote RFQ
World Bank & ADB
Public policy for the private sector | Telecommunications | Competition & Regulation | Privatization | Utility Regulation | Privatization strategy | BOT Projects for Infrastructure Development - ADB | Foreign Investment as a Means of Privatization
Private Finance of Infrastructure |
Les contrats
BOT et BOO |
BOT BOO Financial Arrangements Emerging Economies |
BOT BOO Risk Management-Emerging Economies | Designing
an Effective RFP |
Infrastructure Financial Analysis, Modeling and
Rate Setting
Tender Document Preparation for Major Works | Competitive Tendering and Contracting | Procurement - ADB.org | Publications on Procurement - ADB.org | Procurement - Bidding, Guidelines |
Building an Open and Efficient Infrastructure Sector
Israel at 50 Years- Successes and Challenges in the Telecommunications
Pacific Telecommunications Council
Worldwide (country) telecommunications financial briefings
South Asia Networks Organisation
Syria's Cellular An International Tender on BOT Basis
Telecommunications as an Example of Regional Cooperation
The Indonesian Telecom Industry at a Crossroads
VENEZUELA-A - Foreign Investment in the Telecommunication Sector
Private sector concessions leases divestiture | Build-operate-transfer contracts | Concessions-full private participation | Full or partial divestiture | Leases | Management contracts | Service contracts | The persistence of monopoly | Options for promoting competition | Competition for the market | Regulation options | Designing the regulatory system | How decentralized should regulation be? | Telecommunications regulation
| Guide on Bid Evaluation | Tender Evaluation |
Standard
Bid Evaluation Form (SBEF)-World Bank
Standard Bidding Documents (SBD) - Procurement of Works-World Bank
SACC (Standard Acquisition, Clauses and
Conditions) (SOSB-PWGSC)
Online Tenders - Explorer Software Inc.
97vol31n1- normalisation contrats internationaux ingénierie
Next Century FIDIC's 1998 Test Editions by P.L. Booen
FIDIC Contracts (1997) by J.B. Bowcock
The new FIDIC EPC BOT contract
UNCITRAL Legal Guide on Drawing Up International Contracts
Home Page of UNCITRAL | A-CN.9-424 Build-Operate-Transfer projects | A-CN.9-438 PFI guide | A-CN.9-438-Add.1PFI guide | | A-CN.9-438-Add.2 PFI guide | A-CN.9-438-Add.3 PFI guide |
Catalog - ADB.org | Guidelines For Procurement Under Asian Development Bank Loans - ADB.org | International Competitive Bidding General - ADB.org | Multi-lateral Development Banks |
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© 2002 L.H. Barkley |
Terms of use: training materials only, use at your own risk. |
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revised 2005-02-07 |