Guidelines for Implementing Asset Recycling Transactions

Scale
Project-Level
Resource Type
Guidance and Frameworks
Expertise Level
Practitioner
Language
English
Developer or Source
World Bank

This set of Asset Recycling Guidelines have been developed to support governments in selecting, preparing, and delivering asset recycling transactions, with a focus on long-term concession and lease models only. The Guidelines have been drafted to provide a systematic and consistent approach to facilitate asset recycling transactions under these models.

This document provides a set of step-by-step guidelines (the Guidelines) for relevant authorities to monetize existing assets by recycling them through long-term concession or lease arrangements. The development of the Guidelines has been informed by best practices gleaned from programs implemented by various countries.

The Guidelines are structured as follows:
- Section 3 sets out the Asset Selection Process which a Relevant Authority should undertake in the selection of an appropriate asset for the purposes of an asset recycling transaction.
- Section 4 sets out the Project Preparation Process, which includes the selection of transaction advisors, the due diligence process, project structuring and market sounding activities.
- Section 5 sets out the Tendering Process for the asset recycling transaction, from procurement to bid award and contract finalization.
- Section 6 sets out financing options and instruments available for asset recycling transactions.
- Section 7 sets out the Contract Management process post contract award; this includes guidelines for developing the contract management plan, monitoring and reporting, and dispute resolution mechanism.
- Section 8 sets out mechanisms for the use of proceeds raised from an asset recycling transaction based on international best practices.

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