Banobras
Document prepared by BANOBRAS (2020). Guide whose objective is to provide a tool that serves as a reference to carry out the process of preparing projects under the Law of Public Private Partnerships (Law PPP) in Mexico.
EU BIM Task Group
Building Information Modelling (“BIM”) is being adopted rapidly by different parts of the value chain as a strategic tool to deliver cost savings, productivity and operations efficiencies, improved infrastructure quality and better environmental performance.
World Bank
This paper provides a multi-criteria prioritization approach that considers project outcomes along two dimensions, social-environmental and financial-economic.
World Bank
This paper discusses the trade-offs policy makers confront when attempting to prioritize infrastructure investments, in particular with regard to economic growth and welfare, and proposes a methodological framework for prioritizing infrastructure projects.
PPIAF
This study discusses a series of global trends related to unsolicited proposal processes and lessons learned from the management of such proposals. It recommends simple measures that countries could adopt to better manage unsolicited proposals.
Global Infrastructure Hub
The document shows the allocation of risks between the public and private sectors in PPP transactions. It includes projects within the transport, energy and water and sanitation sectors.
IDB, FOMIN
The Multilateral Investment Fund has gathered lessons learned and best practices to identify and solve problems and to improve decision making during the cycle of implementing a PPP.
European PPP Expertise Centre
This report focuses on the use of VfM assessment to guide and support decisions on whether to deliver a public infrastructure project through a Public-Private Partnership (PPP) or through other public procurement means.
World Bank
This checklist seeks to provide public policy makers and managers with a tool that can help them ensure that the key requirements in PPP projects are fulfilled. The checklist includes project and transaction specific questions as well as questions on the overarching environment.
World Economic Forum & The Boston Consulting Group
This report outlines government best practices for overcoming the challenges of PPP preparation. It focuses on four best-practice areas: managing a rigorous project-preparation process, conducting a bankable feasibility study, structuring balanced risk allocation and creating a conducive enabling environment.
World Bank
This detailed guidance provides a procurement set of tools and techniques to achieve best value for money in project finance.
OECD
This paper includes the identification of good practices in transparency and anti-corruption in public procurement and the development of procurement performance indicators to support evidence-based decision-making.
World Bank, PPIAF
The objective of this document is to set out contractual language that has been found to be appropriate in many PPP transactions, and to describe the rationale for the provisions, such as the issues of force majeure, termination rights, dispute resolution, etc.
World Bank
The document is intended to provide requirements and suggestions for a competitive bidding process, covering areas such as: pre-qualification, requests for proposals, bidders, insufficient competition, auction mechanism (evaluation and award criteria) and final negotiation of the project agreement.
OECD
This guidance note recommend policy steps that could contribute to diversified financing instruments for infrastructure and SMEs with special attention to equity financing, by promoting capital market development, engaging institutional investors, and promoting infrastructure investments as an asset class.
OECD
Support note to the Guidance Note on Diversification of Financial Instruments for Infrastructure and SMEs.
World Bank, IMF, OECD
This report seeks to identify key capital markets instruments that can help mobilize institutional investors to infrastructure and small and medium enterprises (SME) financing in emerging market economies.
OECD
The document is intended to provide a structured framework for understanding the range of instruments and vehicles for infrastructure finance along with risk mitigation measures and incentives that may be used to support such financing.
Bank for International Settlements, OICV-IOSCO
The purpose of these criteria is to assist in the financial industry’s development of simple, transparent and comparable securitisation structures. They are not intended to serve as a substitute for investors’ due diligence.
OECD
The report presents an overview of the main types of government and market based instruments and incentives able to boost the mobilisation of financial resources to long-term investment. The focus is on the development of new instruments and techniques that financial markets have developed.
IFF
This document includes the top 10 impediments to long-term infrastructure financing and investment, and its potential solutions.
OECD
This report examines the channels through which institutional investors can access green infrastructure, assesses the extent to which this is currently happening, and identifies the barriers to scaling up these investment flows.
OECD
This paper examines the role of institutional investors in long-term financing and the infrastructure investment. It also outlines that the role of institutional investors in long term financing is constrained by the short-termism increasingly pervasive in capital markets as well as structural and policy barriers such as regulatory disincentives, lack of appropriate financing vehicles, limited investment and risk management expertise, transparency, viability issues and a lack of appropriate data and investment benchmarks for illiquid assets such as infrastructure.
OECD
This report presents the outcomes of a prolonged dialogue with private sector investors in infrastructure. It conveys a set of proposals on ways to overcome the infrastructure investment gap and to mobilise higher levels of investment for quality infrastructure. It also conveys important insights into infrastructure in the context of the pandemic.
OECD
Investment regulations are a key aspect of the regulatory framework imposed on insurers and pension funds to limit risk taking. As governments look to institutional investors’ contribution to better support the growth of the real economy, the way in which investment regulations impact institutional investors’ investment behaviour has become an area that has gained increased attention.
IMF, World Bank, EBRD, OECD
The purpose of the diagnostic framework is to provide a tool for analyzing the state of development and efficiency of local currency bond markets. The diagnostic framework focuses on analyzing the following market segments: the money market, government and corporate bond markets, and the derivatives market.
OECD
This report provides a comprehensive global overview of all corporate bond issues since 2000 and experiences of governance engagement by bondholders.
OECD
The high-level principles are designed to facilitate and promote long-term investment by institutional investors such as pension funds, insurers and sovereign wealth funds that typically have long duration liabilities and consequently can consider investments over a long period provided these are prudent and capable of producing a reasonable risk-adjusted return.
GIH
The Infrastructure Monitor looks in-depth at investment flows between sectors and regions to evaluate whether private investment is helping close the global infrastructure investment gap, and how infrastructure is performing as an asset class.
GIH
InfraCompass 2020 provides a more comprehensive view of the indicators that enable infrastructure investment. Through it, our intention is to support governments around the world to identify opportunities to reduce the barriers to investment, improve performance, including through best practice guidance, and encourage greater investment in quality infrastructure.
IMF
Improvements in public investment management could significantly enhance the efficiency and productivity of public investment. The IMF’s Public Investment Management Assessment (PIMA) considers the key institutions which shape the planning, allocation, and implementation of public investments.
World Bank, PPIAF
This paper seeks to answer the question of whether specialist PPP units have contributed to successful PPP.
World Bank
This note review experiences regarding PPP Units. Making the right choices on what roles such units play, where they are located, and how conflicts of interest are managed is critical in their success.
OECD
The analysis seeks to identify policy reasons why governments might wish to provide for or exclude the power to obtain pure interpretations of investment treaties.
OECD
This paper discusses how countries can use foreign value added to enhance their domestic export performance. It shows that foreign sourcing is a complement to, rather than substitute for, the creation of domestic value added.
SHCP, BANOBRAS
Evaluation to strengthen the stages of the Infrastructure Development Cycle (CDI) in order to improve the impact on economic growth and productivity of infrastructure investment projects. (Document in Spanish, Pdf, 8Mb).
ADB (ASIAN DEVELOPMENT BANK)
This book presents several country studies and explains how infrastructure investment can increase output, taxes, trade, and firm productivity.
Climate Bonds Initiative
Analysis of the labelled green bond climate-aligned and universe, highlighting investment opportunities to finance climate-aligned assets within different climate themes.
CESPEDES
Updated research on the required investments in Mexico to meet its clean energy objectives (document in Spanish).
OECD
The aim of this paper is to examine the evolution of total factor productivity in Mexico’s manufacturing sector, as compared to China’s.
OECD
This paper characterises the extent of Global Value Chains participation in selected countries of Latin America.
OECD, G20
During 2015, the G20 Investment and Infrastructure Working Group (IIWG) conducted a voluntary exercise to compile G20 countries’ investment strategies, which include concrete actions and policies to improve the investment ecosystem and to foster investment, including for infrastructure.
IDB
The paper outlines that there is room for feasible policy improvements in the pre-investment phase in Latin America and the Caribbean that would enhance infrastructure delivery, boost growth, and promote development in the region.
World Economic Forum
This report shows through a series of case studies, the creativity and commitment displayed throughout Latinamerica in the design and execution of innovative public-private partnerships in areas such as education, health and environmental sustainability.
IFC
This report addresses the critical question: how can the public and private sectors build successful partnerships?
World Bank Institute, Ministry of Economy and Finance of the Government of Spain
The report draw on experiences from Latin America in the design and use of subsidy schemes to promote PPP.
World Bank Institute, Ministry of Economy and Finance of the Government of Spain
The report draws on recent experiences from Latin America and elsewhere in innovative approaches to financing PPP.
World Bank Institute, Ministry of Economy and Finance of the Government of Spain
The report draw on recent experiences from Latin America and elsewhere in the use of guarantees to support PPP.
FC4S
Financial Centers for Sustainability (FC4S). Review of the advances and main developments of the green and sustainable finance market on: i) Disclosure and reports, ii) Data quality, iii) ESG Service Providers, iv) Taxonomies, v) Market tools; as well as examples of capital mobilization and national and international regulatory proposals in the promotion of sustainable finance.
BID
This document is intended to foster a common understanding of the key attributes and set out a framework for Sustainable Infrastructure, building on previously conducted work. The paper aims to provide the basis for a broad discussion among different stakeholders, including MDBs, other international institutions, standard setters, public and private sector and relevant academic institutions, in order to reach a shared understanding and agreement.
G20
This document sets out a set of voluntary, non-binding principles that reflect a common strategic direction and aspiration for quality infrastructure investment.
IFC
IFC’s Sustainability Framework articulates the Corporation’s strategic commitment to sustainable development, and is an integral part of IFC’s approach to risk management. The Sustainability Framework comprises IFC’s Policy and Performance Standards on Environmental and Social Sustainability, and IFC’s Access to Information Policy.
GIZ
The Sustainable Infrastructure Tool Navigator provides easy access to 50+ tools including rating systems, high-level principles, and guidelines, helping stakeholders to find the tool that best fits their needs.
