Cambridge University Press
978-0-521-88220-0 - The Law and Business of International Project Finance - Third Edition - by Scott L. Hoffman
Index



INDEX



abandonment, of project

   default, 321, 354

   development agreement, 83, 85

abbreviations/acronymns/terms, 449–454

act of state doctrine, 140, 162

affiliates, transactions with, 321, 350

African Development Bank, 276, 293

Agreement on Officially Supported Export Credits, 296

anti-competitive activity

   Council of Europe Criminal Law Convention on Corruption, 419, 423

   European Union Convention on Fight Against Corruption, 419, 425

   generally, 419

   Inter-American Convention Against Corruption, 419, 421

   International Chamber of Commerce Rules of Conduct to Combat Extortion and Bribery, 419, 426

   OECD Convention on Combating Bribery of Foreign Officials in International Business Transactions, 419, 424

   OECD Recommendation on Tax Deductibility of Bribes, 419, 424

   procurement, 419, 420

     European Bank for Reconstruction and Development, 419, 420

     Inter-American Development Bank, 419, 420

     World Bank, 419, 420

   United Nations policy, 419, 425

Arab Fund for Economic and Social Development, 276, 294

arbitration. See dispute resolution

Asian Development Bank, 245–260, 276, 294

   breach of undertaking by host government, 260

   currency inconvertibility and currency transfer risks, 259

   expropriation, 260

   political violence, 260

assignments, consents to. See consents to assignment of project contracts

B Loan program, International Finance Corporation, 259

bankablity, 19

bankruptcy

   forum, 389, 391

   generally, 389

   non-U.S. debtor with foreign assets, 389, 390

   structuring solutions to avoid, 389, 391

   types of, 389

   U.S. debtor with foreign assets, 389, 390

bidding (tendering) processes, 139, 140

   advantages, 139, 141

   bid design and preparation of bid documents, 139, 142

   bid meetings and bidder questions, 139, 143

   bidding, project finance, 139, 143

   consortium bids, 139, 144

   disadvantages, 139, 141

   evaluation and scoring, 139, 142

   generally, 139, 140

   lenders, when to involve, 139, 144

   model contracts, 139, 143

   multilateral agencies, promotion of public bids, 139, 143

   non-self scoring, 142

   pre-qualification of bidders, 139, 141

   security, 139, 143

   self-scoring, 142

   special-purpose entities, 139, 143

   World Bank, 143

bilateral agencies

   Compagnie Française d’Assurance pour le Commerce Extérieur (France), 276, 299

   direct lending, 276, 297

   Eksportkreditraadet (Denmark), 276, 299

   Export Credit Guarantee Department (United Kingdom), 276, 299

   Export Credit Insurance Company (Spain), 276, 300

   Export Development Corporation (Canada), 276, 299

   Export Finance and Insurance Corporation (Australia), 276, 300

   Export-Import Bank of Japan, 276, 298

   Export-Import Bank of Korea, 276, 300

   financial intermediary loans (bank-to-bank), 276, 297

   financing, types of, 276, 297

   Finnish Export Credit Limited (Finland), 276, 299

   Garanti-Instituttet for Eksportkreditt (Norway), 276, 300

   generally, 276, 295

   Hermes Cover (Germany), 276, 299

   Instituto Centrale per il Credito a Medio Termine (Italy), 276, 299

   interest rate equalization, 276, 297

   Netherlands, 276, 299

   OECD Consensus, 276, 296

   Oesterreichische Kontrollbank AG (Austria), 276, 300

   Office National du Ducroire (Belgium), 276, 299

   other support, 276, 300

   Overseas Private Investment Corporation, 276, 298

   Swedish International Development Authority, 276, 300

   U.S. Export-Import Bank, 276, 297

bond

   bid, 245, 252

   labor and material, 245, 253

   payment, 245, 252

   performance, 245, 252

   retention, 245, 253

   warranty, 245, 252

bond financing, 78, 81, 275, 278

   advantages, 280

   credit ratings, 275, 278

   disadvantages, 275, 280

   generally, 275, 278

   investment funds, 275, 282

bond financing (cont.)

   mini-perm, 275, 280

   mini-perm, amortizing, 275, 280

   political risk insurance, 246, 265

   Rule 144A (U.S.), 282

bond ratings, currency risk analysis, 275, 279

bribery. See anti-competitive activity

budgets

   construction, 103

   covenants, credit agreement, 321, 348

   operating, 103

building materials, unavailability of as a risk, 58, 61, 164, 168

build-own-transfer, 47, 75, 81, 146

cancellation of project, 3, 24

capacity payments. See power sales agreement

cash call, 246, 271

cash trap, 58, 68

change of law. See risks, change of law

choice of forum, 404, 409

choice of law, 39, 55, 249, 309, 404, 408, 417

   U.C.C., 365

co-financing, 78, 81

collateral

   accounts, 363, 366

   civil law, 363, 370

   collateral trusts, 363, 372

   common law, 363, 370

   consents to assignment. See consents to assignment of project contracts, 363, 375

   contract, cutoff, 212

   contracts, 363, 366

   contracts, notice of assignment, 212

   enforcement, 363, 370

   executory contracts, 377

   floating lien, 363, 369

   foreclosure, 363, 370

   generally, 365

   guarantees, 363, 366

   insurance, 363, 380

     additional insured, 363, 380

     other issues, 363, 381

     reinsurance, 363, 381

   insurance, waiver of subrogation, 363, 381

   insurance proceeds, 363, 366

   intangible assets, 363, 365

   intercreditor agreements, 363, 378

   lender liability for contracts assigned as collateral, 363, 377

   lien, “blanket,”, 363, 365

   lien, priority of, 363, 370

   liens, denominated in local currency, 363, 370

   liens, types permitted, 363, 369

   liquidated damages, 363, 366

   local formalities, 363, 370

   negative pledge, 363, 369

   offshore accounts, 363, 378

   ownership and operation, transfer of rights to, 363, 371

   permits, licenses and concessions, 363, 365

   personal property, 363, 365

   political risk insurance, 363, 366

   potential purchasers of, 363, 371

   project cash flow, 363, 365

   project contracts, 363–378

   real property, 363, 367

   real property, foreign ownership, 363, 371

   revenues, payment to operating account, 363, 376

   surety bonds, 363, 366

collateral documents

   disbursement agreement, 363, 368

   generally, 363, 367

   mortgage, deed of trust and indenture, 363, 367

   offshore accounts, 363, 368

   ownership interests, pledge of, 363, 367

   security agreement, personal property, 363, 367

   voting trust, 363, 368

collateral risk. See risks, collateral security

collateral security

   collateral trusts, x, xxxix, 39, 54, 363

   forclosure, 39, 53

   lien enforcement, 39, 53

   local formalities, 39, 53

   priority, 39, 53

   real property, 39, 54

   risks, 39–54

   types of collateral security permitted, 39, 53

collateral, insurance, loss payee, 363, 380

collateral, insurance, non-vitiation clause, 363, 380

comfort letter, 245, 251

commercial risks. See risks

commitment letter, 310–317

   application process, 310, 311

   conditions to closing, 310, 315

   conditions to closing, sample provision, 310, 315

   covenants, 310, 314

   covenants, sample provision, 310, 314

   events of default, 310, 314

   events of default, sample provision, 310, 314

   expenses, 310, 316

   expenses, sample provision, 310, 316

   general recommendations, 310, 317

   letter of intent, 310, 311

   loan amount, 310, 312

   loan amount, sample provision, 310, 312

   material adverse change, 310, 316

   material adverse change, sample provision, 310, 317

   non-disclosure, 310, 316

   non-disclosure, sample provision, 310, 316

   oral, 310, 312

   preliminary advice from lender, 310, 311

   repayment terms, 310, 313

   repayment terms, sample provision, 310, 313

   representations and warranties, 310, 313

   representations and warranties, sample provision, 310, 313

   scope of, 310, 312

   scope of, sample provision, 312

   term, 310, 316

   term sheet, 310

   term, sample provision, 310, 316

   use of proceeds, 310, 313

   use of proceeds, sample provision, 310, 313

Compagnie Française d’Assurance pour le Commerce Extérieur (France), 276, 299

completion of project. See also construction contract

   bonus, early completion, 164, 179

   delay in, 58, 60

   guarantees of, 164, 177

   representation and warranty, 122, 136

concession agreement, 48, 139, 145

   BOT structure, example in, 139, 146

   construction contract, coordination with, 165, 187

   disputes, 139, 146

   host government, 139, 145

   ongoing consents and approvals by host government, 139, 146

concessions and licenses

   compliance with, 165, 187

   risks, 39, 47

consents to assignment of project contracts, 363, 375

   contracting party perspective, 363, 376

   host government’s perspective, 363, 376

   project company’s perspective, 363, 376

   secured party perspective, 363, 375

construction contract, 164, 170

   bonds, 164, 183

   bonus, 164, 179

   breach, remedies for, 164, 181

   building materials, 164, 168

   change in work, 164, 181

   change orders, lender restrictions on, 320, 344

   concession, compliance with, 165, 187

   construction costs, 164, 166

   construction of project-related facilities, 164, 168

   contractor resources and experience, 164, 167

   coordination, 164, 165, 169, 184

   correction of work, 164, 178

   cost overrun, implications of in credit agreement, 321, 350

   cost-plus-fee contract, 164, 171

   cost-plus-fee, with maximum price and incentive fee, 164, 171

   delay, 164, 166

   engineering contract, 164, 169

   environmental guarantee, 164, 179

   EPC contract, 164, 170

   excuses to performance, 164, 168

   final acceptance date, failure to achieve, 321, 353

   final completion, 164, 178

   fixed-price contract, 164, 170

   force majeure, 164, 165, 167, 184

   generally, 164, 165

   guarantee, performance, 164, 177

   guarantees, alternatives to, 164, 179

   guarantees, exceptions to, 164, 179

   insurance, 165, 183

   liability limitations, 165, 186

   liquidated damages, delay, 164, 178

   mechanical completion, 164, 177

   notice to proceed, 164, 174

   offset, 303

   offset, sample of, 303

   payment bond, 164, 183

   performance bond, 164, 183

   performance guarantee, 164, 166

   price, 164, 175

   procurement contract, 164, 170

   project company, responsibilities, 164, 173

   project documents, compliance with, 165, 186

   project finance turnkey contract, 164, 171

   raw materials and utilities, 164, 168

   responsibilities, contractor, 164, 172

   retainage, 164, 176

   retention bond, 165, 183

   risks, 164–169

   scope of work, 164, 172

   site conditions, 165, 186

   subcontractors, 165, 185

   substantial completion, 164, 177

   suspension of work, 164, 182

   termination for convenience, 165, 187

   termination of work, 164, 182

   testing, 164, 178

   title to work, 164, 181

   training, 165, 185

   types, 164–172

   typical provisions, 164–187

   warranties, 164, 180

   warranty bond, 165, 183

contractor, 35

   as financing source, 276, 303

   creditworthiness, 164, 169

contracts

   amendments, modifications and supplements, 113, 115

   commercial impracticability, 209, 212

   cooperation for project financing, 113, 116

   cooperation for project financing, example of, 113, 116

   coordination with construction contract, 165, 186

   credit support, as, 209, 211

   damages, 113, 119

   enforecability, 113, 114

   force majeure, 113, 118

   formalities, 113, 114

   formation, 113, 114

   forum for dispute resolution, 113, 114

   frustration of purpose, 212

   general requirements in project finance, 113

   governing law, 113, 114

   government action, 113, 115

   input contracts, 188

   internationalization of, 113, 120

   language, 113, 115

   liquidated damages, 113, 119

   list of types needed, 113, 115

   mutual mistake, 213

   nonrecourse, 113, 115

   nonrecourse provision, examples of, 116

   output and requirements, example of, 209, 213

   project completion, 113, 117

   project completion, example of, 113, 117

   renegotiation, 140–158, 219–221, 222, 232

   risks in contract terms and defenses, 209, 211

   specific performance, 113, 119

   structure and validity, 113, 114

   term, 113, 115, 117

   turnkey construction, 164, 171

   unconditional obligation, 113, 118

   unconscionability, 213

Contracts (Rights of Third Parties) Act, 1999, 374

Council of Europe

   Criminal Law Convention on Corruption, 419, 423

country support agreement, 150

credit agreement

   abandonment of project, default, 321, 354

   abandonment of project, default, sample provision, 321, 354

   accounts, 321, 349

   accounts, sample provision, 321, 349

   affiliates, transactions with, 321, 350

   affiliates, transactions with, sample provision, 321, 350

   assets, sale of, 321, 349

   assets, sale of, sample provision, 321, 349

   bankruptcy, default, 321, 352

   bankruptcy, default, sample provision, 321, 352, 353

   breach of covenant, default, 321, 351

   breach of covenant, default, sample provision, 321, 351

   capital expenditures, 321, 349

   capital expenditures, sample provision, 321, 350

   change orders, 320, 344

   change orders, sample provision, 320, 344

   closing, conditions to, 318–335

   closing, conditions to, sample provisions, 318–335

   construction cost overruns, 321, 350

   construction cost overruns, sample provisions, 321, 350

   construction drawdown, conditions to, 319–337

   construction drawdown, conditions to, sample provisions, 319–337

   conversion of construction loan to term loan, conditions to, 319–339

   conversion of construction loan to term loan, conditions to, sample provisions, 319–339

   covenants, 320–350

   covenants, sample provisions, 320–350

   credit support, breach of, default, 321, 355

   credit support, breach of, default, sample provision, 321, 355

   engineering standards, 320, 343

   engineering standards, sample provision, 320, 343

   environmental compliance, 320, 343

   environmental compliance, sample provision, 320, 343

   events of default, 350–356

   export financing, sponsor support, subordinated debt, maximizing use of, 320, 346

credit agreement (cont.)

   export financing, sponsor support, subordinated debt, maximizing use of, sample provision, 320, 346

   expropriation, default, 321, 354

   expropriation, default, sample provision, 321, 354

   final acceptance date of project, default, 321, 353

   final acceptance date of project, default, sample provision, 321, 353

   financial reporting, 321, 348

   financial tests, 320, 347

   financial tests, sample provision, 320, 347

   governing law, 321, 356

   government approvals, default, 321, 353

   government approvals, default, sample provision, 321, 354

   guarantees, 321, 349

   guarantees, sample provision, 321, 349

   indebtedness, 320, 345

   indebtedness, sample provision, 320, 345

   insurance, 320–344

   insurance, sample provision, 320, 343

   investments, 320, 345

   investments, sample provision, 320, 345

   judgments, default, 321, 353

   judgments, default, sample provision, 321, 353

   laws, obligation to comply with, 320, 342

   laws, obligation to comply with, sample provision, 320, 342

   liens, 320, 345

   liens, sample provision, 320, 345

   maintain existence, obligation to, 320, 341

   maintain existence, obligation to, sample provision, 320, 341

   maintain interest in project, obligation to, 320, 341

   maintain interest in project, obligation to, sample provision, 320, 341

   maintenance of properties, obligation for, 320, 343

   maintenance of properties, obligation for, sample provision, 320, 343

   merger and consolidation restrictions, 320, 342

   merger and consolidation restrictions, sample provision, 320, 342

   milestones, project, 320, 347

   milestones, project, sample provision, 320, 347

   nonrecourse, exceptions to, 321, 356

   notice to lender of certain events, 320, 341

   notice to lender of certain events, sample provision, 320, 341

   obligations, payment of, default, 321, 355

   obligations, payment of, default, sample provision, 321, 355

   operating budget, 321, 348

   operating budget, sample provision, 321, 348

   other business, engaging in, 320, 345

   other business, engaging in, sample provision, 320, 345

   overview, 318, 328

   ownership and control, default, 321, 355

   ownership and control, default, sample provision, 321, 355

   payment, default, 321, 350

   payment, default, sample provision, 321, 351

   permits and licenses, obligation to obtain and maintain, 320, 342

   permits and licenses, obligation to obtain and maintain, sample provision, 320, 342

   prepayment, mandatory, 320, 346

   prepayment, mandatory, sample provision, 320, 346

   proceeds, use of, 321, 348

   proceeds, use of, sample provision, 321, 348

   project changes, 320, 347

   project changes, sample provision, 321, 347

   project contracts, default, 321, 354

   project contracts, default, sample provision, 321, 354

   project documents, amendments and changes, 320, 344

   project documents, amendments and changes, sample provision, 320, 344

   project documents, performance of, 320, 344

   project documents, performance of, draft provision, 320, 344

   remedies of lender on default, 321, 356

   reports to lender on construction and operation, 320–341

   reports to lender on construction and operation, sample provisions, 320–341

   representation or warranty breach, default, 321, 351

   representation or warranty breach, default, sample provision, 321, 351

   representations and warranties. See representations and warranties

   restricted payments, 320, 346

   restricted payments, sample provision, 320, 346

   security documents, 321, 348

   security documents, default, 321, 356

   security documents, default, sample provision, 321, 356

   security documents, sample provision, 321, 348

   support for project, 321, 347

   support for project, sample provision, 321, 347

   taxes, obligation to pay, 320, 341

   taxes, obligation to pay, sample provision, 320, 342

credit enhancement

   bonds. See bond

   cash call, 246, 271

   commodity supplier as project partner, 246, 271

   generally, 245, 246

   government-funded account, 246, 269

   guarantees. See guarantees

   hedging strategies, 246, 271

   implementation agreement, 246, 270

   indemnification obligations, 246, 267

   insurance. See insurance

   insurance, lender requirements, 320, 343

   letter of credit, 245, 246, 252, 270

   liquidated damages, 246, 266

   pledge of receivables by state-owned utility, 246, 269

   political risk insurance. See insurance, political risk

   put option, 245, 251

   reserve funds, 246, 271

   sovereign guarantee, 246–269

   state devolution account, 246, 270

   subordination of project costs to debt service, 246, 271

   subordination, by government, 246, 269

   surety obligtaions, 245, 252

   warranty, 246, 266

credit ratings, 275–279

   generally, 275, 278

   legal (contract) risk analysis, 275, 279

   market for output, 275, 279

   political risk analysis, 275, 279

   sovereign risk analysis, 275, 278

cross-border risks. See risks

Currency and Foreign Transactions Reporting Act (U.S.), 392, 398

currency devaluation, 39–45

   advance approvals, 39, 46

   consent, 39, 46

   currency options, 45

   debt repayment, 39, 46

   derivatives, 39, 45

   exemption, 39, 46

   forward contracts, 45

   generally, 39, 44

   matching revenue currency to debt currency, 39, 44

   offshore accounts, 39, 45

   raising debt in local currency, 39, 45

   sharing of risks, 39, 45

currency-related risks, 39–47

   advance approval, 39–46

   devaluation, 39–45

   generally, 39–41

   guarantees, 245, 249

   large projects, 46

   nonconvertibility (unavailability of foreign exchange), 39–41

   offshore accounts, 46

   special currency problems in large-scale projects, 39, 46

   summary of currency risk minimization techniques, 39, 46

   transfer (inability to transfer foreign exchange abroad), 39–44

Dabhol power project, 23–24, 219–221

   contract renegotiation, 209, 219

damages, liquidated. See liquidated damages

developing countries

   alternatives to project finance, 19

   arbitration, example of, 416

   collateral problems, 363, 369

   difficulties in infrastructure development, 18–19

   economic conditions, 99, 101

   equity return, effect on power price, 222, 231

   generally, 3, 17

   power purchase agreements, common risk allocation in, 223, 239

   project finance in, 99, 101, 102

   risks, 99, 101

development agreement

   abandonment, 83, 85

   antitrust and restrictive trade practices, 83, 85

   confidentiality, 83, 85

   cost funding, 83, 84

   definition of project, 83, 84

   exclusivity, 83, 84

   management and voting, 83, 84

   roles and responsibilities, 83, 84

   tasks and schedule, 83, 84

   withdrawal, 83, 85

development loans, 276–302

   definition, 276, 301

   developmental lender, goals of, 276, 301

   generally, 276, 301

   project sponsor, goals of, 276, 301

dispute resolution

   ad hoc, 404, 412

   alternatives, 404, 406

   American Arbitration Association, 404, 411

   arbitration

     advantages of, 404, 405

     challenging awards, 404, 412

     host country, 413–414

   bilateral investment treaties, 404, 410

   choice of forum, 404, 409

   choice of law, 404, 408

   choice of panel, 404, 411

   contract provisions, 418

   contractor and operator perspective, 404, 407

   developing countries, 404, 410, 414

   examples of, 416

   generally, 404

   governing law, failure to select, 404, 410

   governing law, flexibility for, 404, 409

   inconsistent procedures, 404, 407

   Inter-American Commercial Arbitration Commission, 404, 411

   International Centre for Settlement of Investment Disputes, 404, 411

   International Chamber of Commerce, 404, 411

   lender perspective, 404, 407

   lex mercatoria, 404, 409

   litigation, advantages of, 404, 405

   London Court of International Arbitration, 404, 411

   New York Convention, 404, 409

   New York law, 404, 409

   off-take purchaser perspective, 404, 407

   pacta sunt servanda, 404, 413

   Panama Convention, 410

   project company perspective, 404, 407

   project financing, 404, 406

   project participants not parties to contract, 404, 412

   renvoi, 404, 408

   Stockholm Chamber of Commerce, 404, 411

   United Nations Commission on International Trade Law, 404, 411

   Washington Convention, 410

due diligence, 12, 13, 16, 58, 59, 123, 125, 126, 263, 318, 327

   checklist, 433

East-Asian financial crisis, 23

   decrease in market demand for private power, 3, 23

   increased cost of power, 3, 21

   power purchase contract renegotiation, 3, 22

economic feasibility, 104

   assumptions, 103, 104

   construction budget, 103

   debt service, 103

   operating budget, 103

   purpose, 103

   ratios, 103, 104

   valuation, 103, 104

   working capital, 103

Eksportkreditraadet (Denmark), 276, 299

energy generation projects, 3, 13

energy payment. See power purchase agreement

environment, 105–110

   aesthetics, 105, 107

   air, 105, 106

   audit, 105, 108

   Equator Principles, 105, 109

   future regulation, 105, 109

   generally, 105

   health hazards, 105, 106

   historic and cultural significance, 105, 107

   home country, 105, 106

   host country, 105

   impact, 105, 106

   indigenous people, 105, 107

   international treaties, 105, 106

   multilateral and bilateral institutions, 105

   noise, 105, 107

   OECD Recommendation on Common Approaches on Environment and Officially Supported Export Credits, 108

   permits, 105, 107

   plant and animal habitats, 105, 106

   public opposition, 105, 107

   site, 105, 106

   transportation, public services and utilities, 105, 107

   water, 105, 106

   World Bank Environmental Standards, 105, 108

Equator Principles, 105, 109

   2006 Revisions, 105, 110

   Equator Principles Financial Institution, 109

equity investor, 37

   project interests, restrictions on sale of by lender, 318, 327

ethanol production projects, 3, 15

European Bank for Reconstruction and Development, 276, 294

   anti-bribery guidelines, 419, 420

   procurement policies, 419, 420

European Investment Bank, 276, 294

European Union, 276, 294

   Convention on Fight Against Corruption, 419, 425

exchange controls

   enforcement, 39, 43

   permissions and consents, 39, 43

   reducing exposure, 39, 44

   types, 43

   violation of, 39, 43

executory contracts, 211

expatriation, 39, 49

export and transit governments, 36

export credit, 357–359

   direct lending, 357, 358

   documentation, 359

   Export Credit Guarantee Department (U.K.), 246, 264

   Export Development Corporation (Canada), 246, 264

   financial intermediary loans (bank-to-bank), 357, 358

   generally, 357

   interest rate equalization, 357, 358

   Japanese Bank for International Cooperation, 246, 263

   OECD Consensus, 357

   other agencies, 246, 264

   types of export-import financing, 357, 358

   U.S. Export-Import Bank, 245, 263

Export Credit Guarantee Department (United Kingdom), 276, 299

Export Credit Guarantee Department of the United Kingdom Department of Trade and Industry, 246, 264

Export Credit Insurance Company (Spain), 276, 300

Export Development Corporation (Canada), 246, 264, 276, 299

Export Finance and Insurance Corporation (Australia), 276, 300

export financing, 78–80

export prohibitions, 40, 56

export restrictions, 392, 399

Export-Import Bank of Japan, 276, 298

Export-Import Bank of Korea, 276, 300

Export-Import Bank, United States, 245, 263

export-import financing, methods of, 276, 297

expropriation, 39, 48

   creeping, 48

   default in credit agreement, 321, 354

   just compensation, 48

False Statements Act (U.S.), 392, 398

feasibility study, 95–98

   contracts, 95, 96

   economic information, 95, 96

   financing, 95, 97

   general description, 95

   government, 95, 97

   market, 95, 97

   privatization, 95, 97

   project participants, 95

   project sponsors and project company, 95

   purpose, 95

   schedule, 95, 96

   technical information, 95, 96

financeable, 19

financial tests in credit agreement, 320, 347

financing sources

   banks and institutional lenders, 277

   bilateral agencies, 276–300

   bonds, 275–281

   contractor, 276, 303

   development loans, 276–302

   equity markets, 275, 278

   equity, domestic, 275, 278

   equity, international, 275, 278

   generally, 277

   Global Environment Facility, 276, 300

   host government, 276, 302

   International Bank for Reconstruction and Development, 275–286

   project participants, 276, 302

   regional development banks, 276–295

   securitization of cash flows, 276–305

   subordinated debt, 276–301

   World Bank, 293

Finnish Export Credit Limited (Finland), 276, 299

force majeure

   construction contract, 165, 184

   input contract, 188, 190, 195

   operation and maintenance agreement, 198, 200, 208

   power sales agreement, 222, 226, 233

Foreign Corrupt Practices Act (U.S.)

   anti-bribery provisions, 392, 394

     corrupt inent, 392, 394

     exceptions and defenses, 392, 395

     expense reimbursement, 392, 396

     facilitating payments, 392, 395

     foreign official, 392, 395

     influencing foreign official, 392, 395

     interstate commerce and acts in furtherance, 392, 394

     offer, payment or gift, 392, 394

     payments authorized by local law, 392, 396

     subsidiary corporations, 392, 396

   avoiding violations of, 392, 397

   contract drafting considerations, 392, 397

   enforcement and penalties, 392, 396

   generally, 394

   local partners, 392, 397

Foreign Sovereign Immunities Act of, 1976 (U.S.), 140–162

   arbitration award, 160

   attachment of sovereign’s property, 140, 160

   case study, waiver of sovereign immunity in a project finance transaction, 140, 161

   certain commercial activity excepted, 159

   counterclaims, 140, 160

   exceptions to immunity, 140, 159

   generally, 140, 159

   martime exception, 160

   mortgage, 160

   property taken in violation of international law, 160

   sovereign liability, 140, 160

   waiver of sovereign immunity, 159

forward purchase agreements, 78, 82

freezing or blocking orders, 40, 56

Garanti-Instituttet for Eksportkreditt (Norway), 276, 300

Global Environment Facility, 276, 300

guarantee, performance

   alternative to, construction, 164, 179

   availability, 177

   capacity, 177

   completion, construction, 164, 177

   efficiency, 177

   environmental, 164, 179

   exceptions to, 164, 179

   input, 177

   operation and maintenance agreement, 198, 199

   output, 177

   reliability, 177

guarantees

   cash deficiency, 245, 250

   claw-back, 245, 249

   collateral, 245, 248

   comfort letter, 245, 251

   completion, 245, 250

   counter-guarantee, 259

   currency risk, 245, 249

   generally, 245, 247

   implied, 245, 251

   indirect, 245, 250

   Inter-American Development Bank, 260

   limited guarantees, 245, 249

   put options, contrast to, 245, 248

   retention, 164, 176

   sovereign, 139–153.

   See also sovereign guarantee

   sponsor, 245, 247

   take-and-pay contract, 245, 251

   take-or-pay contract, 245, 250

   tax implications, 245, 249

   third party, 245, 248

   transnational, 245, 248

   U.S. Export-Import Bank, 263

   unlimited, risks with, 245, 250

   World Bank, 245–259, 275–292

Hermes Cover (Germany), 276, 299

host country, 76

   arbitration, 413–414

   business environoment for project finance, 101

   economic conditions, 99, 101

   future governments, commitment to project, 140–158

   human rights, 99, 100

   legislative and regulatory, 99, 100

   political risks, 99

host government, 27–36

   breach of undertaking, 260

     Asian Development Bank, 260

     Multilateral Investment Guarantee Agency, 258

     World Bank guarantee, 259

human rights, 99, 100

implementation agreement, 139–153

   authorization to do business, 139, 149

   constitutionality, 139, 150

   country support agreements, contrasted to, 139, 150

   currency concerns, 139, 148

   damages, 139, 150

   enforcement and dispute resolution, 139, 150

   exclusive right to develop project, 139, 149

   expropriation, 139, 147

   generally, 139, 147

   good citizenship, 139, 150

   legislative protection, 139, 149

   general cooperation, 139, 149

   nondiscrimination clause, example of, 150

   permits and other governmental approvals, 139, 148

   sovereign guarantee, 139–153, 267–268

   stabilization clause, 139, 151

   tax benefits and customs duties relief, 139, 148

   tax holiday, 139, 149

   war, insurrection, general strikes, and political violence, 139, 149

indemnification, 246, 267

independent engineer, 95, 98

indigenous people, 105, 107

input contract

   alternative inputs, 188, 197

   breach, remedies for, 188, 196

   change of law, 188, 195

   commodity supplier as project partner, 188, 192

   cost increase, 188, 189

   dedicated reserves, 188, 191

   default, 188, 195

   excuses to performance, 188, 192

   experience of supplier, 188, 190

   experience of transporter, 188, 190

   firm vs. interruptible, 188, 191

   fixed amount contract, 188, 191

   force majeure, 188, 190, 195

   fuel management, 188, 190

   generally, 188

   linking project inputs to outputs, 188, 191

   mining and production plans, 188, 197

   output contract, 188, 191

   payment, 188, 193

   price, 188, 193

   quality, 188, 190

   quality and rejection, 188, 194

   quantities, 188, 193

   requirements contract, 188, 191

   reserves, 188, 197

   scheduling, metering and weighing, 188, 193

   specific performance, 188, 196

   spot contract, 188, 191

   subordination of costs to debt service, 188, 192

   supply, availability of, 188, 190

   term, 188, 194

   termination, by project company, 188, 195

   termination, by supplier, 188, 195

   termination payments, 188, 196

   title and risk of loss, 188, 194

   transportation, 188, 190

   transportation facilities, delay in completion, 188, 190

   types of, 188, 191

   typical provisions, 188–197

   when needed, 188, 189

input supplier

   creditworthiness, 188, 192

Instituto Centrale per il Credito a Medio Termine (Italy), 276, 299

insurance, commercial, 245, 253

   additional insured, project lender as, 245, 253

   all-risks, contractor, 245, 254

   all-risks, operator, 245, 255

   collateral, 245, 254

   commercially available in the marketplace standard, 245, 255

   employers’ liability and worker’s compensation, 245, 255

   exchange controls, 245, 256

   export financing requirements, 245, 256

   finite risk, 245, 255

   lender requirements, other, 245, 254

   loss of revenue, 245, 255

     marine, 245, 255

     operator, 245, 255

   loss payee, project lender as, 245, 253

   marine cargo, 245, 255

   non-vitiation clause, 245, 254

   reinsurance, 245, 254

   subrogation, waiver of, 245, 254

   third-party liability, 245, 255

   trade disruption, 245, 255

insurance, political risk

   approval by host country, 140, 157

   Asian Development Bank, 245–260

   assignment rights, 246, 265

   bond financing in emerging market project finance, 246, 265

   commercial, 246–265

   credit evaluation of, 246, 266

   generally, 245, 256

   International Finance Corporation, 245, 258, 259

   MIGA Cooperative Underwriting Program (CUP), 246, 265

   Multilateral Investment Guarantee Agency, 245–258

   Overseas Private Investment Corporation, 245–263

   World Bank, 245–259

Inter-American Convention Against Corruption, 421

Inter-American Development Bank, 245, 260, 276, 294

   breach of undertaking by host government, 260

   expropriation, 260

   guarantee, political risk, 260

   procurement policies, 419, 420

   war, revolution and civil disobedience, 260

Inter-American Investment Corporation, 276, 295

intercreditor agreements, 363, 378

   generally, 363, 378

   lender goals, 363, 379

   typical arrangements, 380

Internal Revenue Code (U.S.), illigeal bribes, deduction for, 392, 398

International Bank for Reconstruction and Development

   debt refinancing, 275, 290

   enclave programs, 275, 285

   enclave project financing, 275, 289

   general requirements, 275, 284

   generally, 275, 282

   guarantee program, 275, 284

   indirect support, 275, 285

   loan program, 275, 283

   negative pledge, 275, 285

International Chamber of Commerce

   Rules of Conduct to Combat Extortion and Bribery, 419, 426

International Development Association, 275, 286

International Finance Corporation, 245, 258, 275, 287

   A-B Loan program, 259, 287

   catalyst for participation by other entities, 288

   co-financing, 258, 287

   currency inconvertibility and currency transfer risks, 258

   equity program, 275, 288

   generally, 275, 287

   guarantee program, 275, 288

   insurance, political risk, 259

   last resort lender, status as, 288

   loan program, 275, 287

   participation, benefits of, 275, 288

   political risk protection, 288

   private sector, ability to invest in, 288

International Monetary Fund, 275, 286

Islamic Development Bank, 276, 295

Japanese Bank for International Cooperation, 246, 263

joint venture, 83, 90

Koran, financings consistent with, 276, 304

law and legal system risk. See risks

law of project finance, 3, 20

law, change of

   customs duties, 39, 50

   environmental controls, 39, 51

   export tariffs, 39, 49

   foreign laws, 39, 51

   import tariffs, 39, 49

   nondiscrimination contract provision, example of, 39, 50

   price controls, 39, 51

   privatization of suppliers or purchasers, 39, 51

   production or consumption controls, 39, 50

   regulation and deregulation, 39, 51

   taxes, 39, 50

   withholding taxes on payment of interest, 39, 50

lawyers, local, 400–403

   opinions, 400, 401

lease financing, 78–81

legal culture. See risks, legal culture

Legislative Guide on Privately Financed Infrastructure Projects, 20

lender

   assignments, 318, 327

   construction, 34

   contract amendments, approval of, 318, 327

   due diligence, 318, 327

   excess cash flow, control over, 318, 327

   generally, 318, 321

   permanent, 35

   project interests, restrictions on sale of, 318, 327

lender, credit review of project

   completion and cost overrun, 318, 324

   construction of related facilities, 318, 324

   contractor, experience and resources, 318, 322

   currency and exchange risks, 318, 325

   energy, predictability of price and supply, 318, 323

   equity contributions, timing and certainty, 318, 325

   equity returns, 318, 325

   force majeure, 318, 326

   generally, 318, 322

   interest rate, 318, 326

   market for product or service, 318, 323

   off-take contract, terms and enforceability, 318, 324

   operating expenses, 318, 325

   operator, experience and resources, 318, 323

   permits and licenses, 318, 324

   political environment, 318, 325

   project management team, experience and reputation, 318, 322

   project sponsor, experience and reputation, 318, 322

   project, value as collateral, 318, 325

   project-specific risks, 318, 326

   raw materials, predictability of price and supply, 318, 323

   real estate, 318, 324

   technology, 318, 324

letter of credit, 246, 270

letter of intent, 139, 144

leveraged debt, 3, 10

lex mercatoria, 404, 409

liens. See collateral

liquidated damages

   buy-down, 177

   collateral, as, 363, 366

   construction contract, 164–180, 246, 266

   delay, 164, 178

   enforcement, 267

   generally, 267

   limitation on, 178

   operation and maintenance agreement, 198, 199–200, 204

litigation. See dispute resolution

loan agreement. See credit agreement

loan financing, 78–79

local bank letter of credit, 246, 270

Mail and Wire Fraud Acts (U.S.), 392, 398

merchant facility

   commodity output risk, management of, 429, 432

   commodity risk, management of, 429, 430

   generally, 430

   loan covenants, 429, 432

   market risk, 429, 430

milestones, 139, 155

mining, 3, 14

mortgage, deed of trust and indenture. See collateral

Multilateral Investment Guarantee Agency, 245, 256

   breach of undertaking by host government, 258

   currency inconvertibility and transfer risk coverage, 257

   expropriation coverage, 258

   insurance, political risk, term of, 258

   political risk insurance, coverage, 245, 257

   political risk insurance, eligibility, 245, 257

   political risk, generally, 245, 256

   war, revolution and civil disobedience coverage, 258

needs assessment, 95, 98

New York Convention, 404, 409

nondiscrimination, in implementation agreement, 139, 149

nonrecourse, 3, 8

   contract provision, examples of, 9

   exceptions to recourse in credit agreement, 321, 356

Nordic Development Fund, 276, 295

Nordic Investment Bank, 276, 295

notice to proceed, 164, 174

OECD Consensus, 276, 296, 357

OECD Recommendation on Common Approaches on Environment and Officially Supported Export Credits, 108

Oesterreichische Kontrollbank AG (Austria), 276, 300

off-balance-sheet, 3, 9

offering memorandum, 306–309

   borrower, 306

   closing, conditions to, 306, 308

   collateral, 306, 307

   cost overruns, 306, 307

   covenants, 306, 308

   credit enhancement, 306, 308

   debt amount, 306, 307

   debt and equity, sources of, 306, 307

   debt commitment, 306, 308

   debt repayment, 306, 308

   defaults, 306, 308

   drawdown of funds, conditions to, 306, 308

   equity terms, 306, 307

   fees, 306, 308

   governing law, 306, 309

   interest rate, 306, 308

   key provisions, 306

   lawyers, advisors and consultants, 306, 309

   project overview, 306

   project sponsors, 306, 307

   purpose, 306

   uses of proceeds, 306, 307

Office National du Ducroire (Belgium), 276, 299

offset, 303

offshore account, 46, 49, 363, 368, 378

off-take contract

   blended, 209, 210

   capacity allocation, 209, 215

   long-term sales agreement, 209, 211

   option, 209, 215

   reserve capacity, 209, 215

   spot sales, 209, 211

   standyby charge, 209, 216

   take-and-pay contract, 209, 210

   take-or-pay contract, 209

   typical provisions, 216

OPEC Fund for International Development, 276, 295

operation and maintenance agreement

   breach, remedies for, 198, 205

   capital changes, 198, 205

   coordination, 198, 201

   cost increase, 198, 199

   cost-plus-fee agreement, 198, 202

   cost-plus-fee with maximum price and incentive, 198, 202

   excuses to performance, 198, 201

   fixed-price contract, 198, 201

   force majeure, 198, 200, 208

   generally, 198

   insurance, 198, 207

   liquidated damages, 198, 204

   operator experience and resources, 198, 200

   performance guarantees, 198, 199, 204

   price, 198, 204

   raw materials and utilities, 198, 200

   responsibilities, operator, 198, 202

   responsibilities, project company, 198, 203

   self-operation, 198, 199

   standards, 198, 204

   suspension of services, 198, 206

   termination procedure, 198, 207

   typical provisions, 208

operator, 35

   creditworthiness, 198, 201

Organization for Economic Cooperation and Development

   OECD Convention on Combating Bribery of Foreign Officials in International Business Transactions, 419, 424

   Recommendation on Tax Deductibility of Bribes, 419, 424

Organization of American States

   Inter-American Convention Aganist Corruption, 419, 421

output purchaser, 27–36

Overseas Private Investment Corporation, 245, 260, 276, 298

   bilateral agreements, necessity for, 261

   bond financing, 263

   bond financing political risk, 266

   currency inconvertibility and currency transfer risk, 261

   eligibility for insurance, 261

   expropriation, 262

   insurance, political risk, 245–263

   oil and gas project financings, 262

   political risk insurance, generally, 261

   political violence, 262

   power project financings, 262

   project contractors and exporters, 263

pacta sunt servanda, 404, 413

Panama Convention, 410

permits, 39, 47

   environmental, 105, 107

   foreclosure, 39, 53

   host government, 71, 74

   implementation agreement, 139, 148

   legislative and regulatory considerations, 99, 100

   lender requirements for, 320, 342

   representation and warranty, 122, 134

   representations and warranties in credit agreement, 122, 134

   risks, 39, 47, 58, 65

   sample provision, 122, 135

pipelines, 3, 14

political risk. See risks

political risk insurance. See insurance, political risk

power purchase agreement. See power sales agreement

power sales agreement, 222, 223

   approval of project contracts, 222, 224

   bonuses, 222, 230

   capacity and energy payment, 222, 228

   capacity payment, 222, 228

     adjustments, 222, 229

     back-loaded, 222, 229

     beginning date of, 222, 231

     fixed or variable, 222, 228

     floor, 222, 228

     levelized, 222, 229

     ending date of, 222, 231

   capacity shortfall, 222, 225

   change of law, 222, 234

   commercial operation, delay in, 222, 225

   commercial operations, 222, 225

   currency convertibility, 222, 234

   delivery point, 222, 227

   development obligations, 222, 223

   eminent domain, 222, 227

   energy payment, 222, 229

     fixed or variable, 222, 230

     floor, 222, 230

     forecasted, 222, 230

     indexed, 222, 230

   equity return, effect on price in developing countries, 222, 231

   failure to construct facility, 222, 225

   financial closing, 222, 225

   force majeure, 222, 226, 233

   front-loaded, 222, 229

   fuel costs, 222, 230

   insurance, 223, 239

   interconnection, 222, 227

   interconnection facilities, 222, 227

   land rights, 222, 227

   letter of credit to support state utility payment, 246, 270

   metering, 222, 236

   milestones, performance, 222, 224

   obligation to deliver power, 222, 226

   obligation to take power, 222, 226

   operating procedures, 222, 236

   ownership of project at expiration of term, 222, 236

   payment, 222, 234

   penalties, 222, 230, 236

   penalties, missed milestones, 222, 225

   pledge of receivables to support state utility payment, 246, 269

   political risk, 222, 234

   power purchaser credit risk, 246–270

   power purchaser, right to operate, 222, 236

   price, 222, 227

   price, summary of options, 222, 228

   project lenders, 222, 235

   regulatory out, 223, 237

   remedies, 222, 235

   renegotiation, 222, 232

   responsibilities, power purchaser, 223, 238

   responsibilities, project company, 223, 238

   risk allocation, typical, 223–242

power sales agreement (cont.)

   security for performance

     cash and letters of credit, 222, 233

     equity undertaking, 222, 233

     generally, 222, 232

     lien, 222, 232

   state devolution account, 246, 270

   take-and-pay, 222, 228

   take-or-pay, 222, 228

   technical standards, 222, 236

   term, 222, 234

   termination, 222, 235

     payments, 222, 235

     by project company, 222, 235

     by power purchaser, 222, 235

   third-party sales, 223, 237

   tolling agreements, 223, 242

   tracking account, 222, 233

   uncontrollable events, 222, 234

   wheeling, 222, 227

price regulation, 139, 156

privatization, 7, 14, 19, 48, 51, 75, 76, 95–98, 145, 146, 151, 152, 157, 268, 279, 294, 295

   benefits, 95, 97

   effect on project feasibility, 95, 98

   types, 95, 97

production or consumption controls, 39, 50

production payments, 78, 81

project company

   considerations in determining the type of entity, 83–86

   corporation, 83, 87

   development consortium, 83, 91

   European economic interest grouping, 83, 91

   host-country requirements, 83, 86

   joint venture, 83, 90

   joint venture agreements, 385, 386

   limited liability company, 83, 90

   limited partnership, 83, 89

   management agreements, 385, 386

   ownership, generally, 385

   partnership, 83, 88

   partnership agreements, 385, 386

   special-purpose entity, 83, 86

   stockholder agreements, 385

project contracts

   amendment to, lender restrictions, 344

   anti-assignment, 363, 372

   assignment, 363, 372, 374

   collateral, as, 363–378

project development

   cabotage, 153

   communications, 139, 154

   construction equipment, importation of, 139, 155

   employees, 139, 156

   expansion rights, 139, 155

   export restrictions, 139, 156

   import restrictions, 139, 156

   infrastructure, 139, 153

   land and air transportation, 139, 153

   legislative approval, 139, 146

   loans for project development, 276–302

   local restrictions, 139, 156

   milestones, 139, 155

   natural resources, government owned, 139, 156

   power, 139, 154

   price regulation, 139, 156

   product or service limitations, 139, 154

   raw materials, 139, 155

   social program support, 139, 155

   waste disposal, 139, 154

   water, 139, 154

   water ports and harbors, 139, 154

   withholding taxes on loan interest, 139, 157

project development agreement, 83–85

project finance

   advantages, 8–12

   asset-based finance, compared to, 7

   balance sheet finance, compared to, 7

   basic components, 3, 8

   contracts, value as credit support, 209, 211

   contrasted to other financing models, 3, 7

   definition, 4

   disadvantages, 12–13

   economic efficiencies of, 3, 5

   economic inefficiencies, 5–7

   economic studies, 3, 21

   examples of, 3–17

   limited-recourse, 3, 5

   nonrecourse, 3, 4

   reliance on project revenues as credit support, 4, 209, 214

   structured finance, 6

   uses of, 3, 7

project participants

   bondholders, 72

   borrowing entity, 71

   commercial lender, 72

   construction lender, 27, 33

   contractor, 27, 35, 73

   equity investors, 27, 36

   export and transit countries, 27, 36

   financial advisor, 74

   financing from, 276, 302

   host country, 27, 36

   host government, 74

   insurers, 77

   lawyers, 74

   lender. See lender

   multilateral and bilateral agencies, 27, 37

   objectives, 27, 29

   operator, 27, 35, 74

   output purchaser, 27, 36, 73

   permanent lender, 27, 34

   project company, 71

   rating agencies, 73

   sponsor, 27, 33, 71

   supplier, 27, 36, 73

   technical experts, 74

   technology owner, 27, 35

put option, 245, 251

   guarantees, contrast to, 245, 251

   regulatory put, 245, 251

receivables, pledge of, 246, 269

refineries, 3, 14

regional development banks, 276, 293

   African Development Bank, 276, 293

   American Development Bank, 276, 294

   American Investment Corporation, 276, 295

   Arab Bank for EConomic and Social Development, 276, 294

   Asian Development Bank, 276, 294

   European Bank for Reconstruction and Development, 276, 294

   European Investment Bank, 276, 294

   European Union, 276, 294

   generally, 276, 293

   Islamic Development Bank, 276, 295

   Nordic Development Fund, 276, 295

   Nordic Investment Bank, 276, 295

   OPEC Fund for International Development, 276, 295

reinsurance, 363, 381

renegotiation of contracts, 22–23, 219–221

   power sales agreement, 222, 232

renvoi, 404, 408

representations and warranties

   asset ownership and liens, 121, 132

   business organization, 121, 125

   collateral, 122, 136

   complete project, 122, 138

   completion, 122, 136

   compliance with laws, 122, 135

   date made, 121, 124

   debt, 122, 133

   definition, 121, 122

   enforceability, 121, 128

   existing agreements, 121, 131

   financial information, 121, 128

   force majeure, 121, 132

   full disclosure, 122, 137

   generally, 121, 122

   infrastructure, 122, 136

   judgments and orders, 121, 131

   litigation, 121, 130

   materiality and knowledge limitations, 121, 124

   operation of business, 121, 133

   other project contracts, in, 122, 137

   permits, 122, 134

   power and authority, 121, 127

   prior business activity, 122, 137

   project assets and necessary assignments, 122, 133

   project budget, 121, 129

   project contracts, 122, 133

   projections, 121, 129

   purpose of, 121, 123

   regulatory and legal status, 122, 134

   role in project finance contracts, 121, 123

   subsidiaries and ownership of securities, 121, 132

   taxes, 122, 134

request for proposals (RFP), 139, 142

request for qualifications (RFQ), 141

requirements contract, 191

retainage, 164, 176

   guarantee, 164, 176

   liens, 164, 177

reulatory out, 223, 237

risks

   building materials, 58, 61, 164, 168

   capacity shortfalls, output and efficiency, 58, 64

   change of law, 39, 49, 149, 188, 195, 222, 234

   civil unrest, 39, 51

   collateral security, 39, 52

   commercial risks, generally, 59

   completion delay, 58, 60

   concessions and licenses, 39, 47

   construction, 164–169

   construction contract force mejeure, 58, 60

   construction costs, 58, 60, 164, 166

   construction of project-related facilities, 58, 62, 164, 168

   contract enforcement, 209, 214

   contract provision mismatch, 58, 66

   contract repudiation, 39, 52

   contract terms and defenses, 209, 211

   contractor resources and experience, 58, 61, 164, 167

   contracts, generally, 58, 66

   coordination, construction contract, 164, 169

   creditworthiness of participants, 58, 59

   currency, 39–47

   design engineering and construction, 27, 28

   development, 27, 28, 37

   economic projection and feasibility report inaccuracy, 58, 66

   environmental, 58, 66

   equity investment, illiquidity, 40, 56

   excuses to performance, construction contract, 164, 168

   expatriation, 39, 49

   export prohibitions, 40, 56

   expropriation, 39, 48

   facility site, 58, 61

   force majeure, 58, 65

   force majeure in construction contract, 164, 167

   freezing or blocking orders, 40, 56

   interest rate, 58, 65

   joint venture, 27, 38

   law and legal systems, 39, 54

   law, change of, 39–51

   legal culture, 40, 56

   management experience, 58, 65

   market for product or service, 58, 63

   mitigation of commercial risks, 68

   off-take purchaser, creditworthiness, 58, 63

   operating, 27, 29

   operating expenses, 58, 64, 198, 199

   operator experience, 58, 64

   operator experience and resources, 198, 200

   output and requirements contract, 209, 213

   performance, 198, 199

   performance guarantee, contractor, 164, 166

   permits, 39, 47, 58, 65

   political, 99, 163

   political collapse and succession, 39, 51

   political environment, 58, 65

   political violence, 39, 51

   preemption and priority in emergencies, 39, 52

   price controls, 40, 56

   raw materials and utilities, 58, 62, 164, 168, 198, 200

   shortfalls in mineral reserves, 58, 62

   sovereign immunity, 40, 56

   sovereign risk, 39, 52

   sponsor commitment, 58, 64

   start-up, 27, 29

   taxes, 39–51

   technology, 58, 61

   war, 39, 51

sanctity of contracts, 140–158

   Dabhol power project, 219–221

   retroactive laws, 209, 217

   state sovereignty, 140, 158

   U.S. law, 209, 216

Securities Exchange Act of, 1934 (U.S.), 392, 398

securitization, 276–305

   benefits of, 276, 304

   generally, 276, 304

   structure of, 276, 305

sovereign guarantee, 246, 267

   generally, 246, 267

   government subordination, 246, 269

   government-funded account, 246, 269

   host government’s perspective, 139, 151

   necessity of, 246, 268

   pledge of receivables, 246, 269

   sovereign ability to pay, 246, 268

   World Bank, 246, 268

   World Bank involvement, necessity of, 246, 268

sovereign immunity, 40, 56, 140–162

   Foreign Sovereign Immunities Act of, 1976 (U.S.), 140, 159

   generally, 140, 158

   State Immunity Act of, 1978 (U.K.), 140, 162

sovereign risk, 39, 52

sports stadium projects, 3, 15

spot sales, 209, 211

State Immunity Act of, 1978 (U.K.), 140, 162

   application of, 140, 162

   exceptions to immunity, 140, 162

   generally, 140, 162

storage facilities, 3, 14

structured project finance, 3, 5

subordinated debt, 276–301

   conditions to funding, 276, 301

   funding, 276, 300

   generally, 276, 300

   other indebtedness, 276, 301

   payment blockage period, 276, 301

   project contracts, amendment of, 276, 301

   senior debt documents, amendment of, 276, 301

   terms, 276, 300

subordination

   host government, 246, 269

subrogation, waiver of, 363, 381

supplier, 27–36

Swedish International Development Authority, 276, 300

take-and-pay contract, 63, 82, 209, 210, 245, 251

take-or-pay contract, 209, 245, 250

tariffs

   export, 39, 49

   import, 39, 49

taxes

   change of law, 39, 50

   customs duties, 39, 50

   implementation agreement, 139, 148

   income, 39, 50

   nondiscrimination, 39, 50

   withholding taxes on loan interest, 139, 157

technology owner, 27–36

telecommunications projects, 3, 15

throughput contracts, 63

toll roads, 3, 14

tolling agreements, 63, 223, 242

trade embargo regulations, 392, 399

turnkey construction contract, 164, 171

U.S. Export-Import Bank, 276, 297

Uniform Commercial Code (U.S.)

   2-615, 212–213

   3-408, 373

   9-318(4), 373

   9-403, 212

   9-404, 212

   9-406, 373, 376, 377

   9-408, 374

United Nations Commission on International Trade Law, Legislative Guide on Privately Financed Infrastructure Projects, 439–447

United States Export-Import Bank. See Export-Import Bank, United States

war. See risks, war

Washington Convention, 410

waste disposal projects, 3, 14

water projects, 3, 14

World Bank

   benefits of participation by, 275–293

   breach of undertaking by host government, 259

   currency inconvertibility and currency transfer risks, 259

   expropriation, 259

   guarantees, availability of, 275, 291

   guarantees, political risk, 245–259

   guarantees, types of, 290

   IDA credits, 275, 290

   negative pledge, 275, 285

   political risk mitigation, 276, 292

   procurement policies, 276, 293, 419, 420

   war, revolution and civil disobedience, 259

World Bank Group

   debt in project financings, 275–290

   guarantees in project financing, 275–292





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