PPP Guidelines Manual 2018

The manual is a result of the support provided by the American people through the United States Agency for International Development (USAID). The contents of the manual are the sole responsibility of Deloitte Consulting LLP and its implementing partners and do not necessarily reflect the views of USAID or the United States Government. The manual is designed to provide a comprehensive guide for implementing PPPs in Jordan, covering the four phases of the PPP project life cycle: registration and application, project preparation, tendering and procurement, and contract management and performance monitoring. The manual is organized around the need to describe and explain how to carry out a sequence of practical procedures, each presented in its recommended chronological sequence within the overall PPP project management cycle. The manual is structured around the four phases of the PPP project life cycle, with each phase consisting of several procedures. The procedures are presented in a standard format, including a definition, rationale, institutional responsibility, instructions for implementing the procedure, estimated time required, and a checklist of lessons learned, case examples, and good practices. The manual provides detailed guidance on the procedures involved in each phase, including the completion of the PPP project assessment application, the appointment of the PPP project officer and steering committee, the development of the PPP project's required output levels of service, and the conduct of the PPP affordability and fiscal sustainability analysis. The manual also provides guidance on the procedures involved in the tendering and procurement phase, including the preparation of the work plan and implementation schedule, the drafting and issuing of the PPP project information memorandum, and the evaluation of submitted qualifications and the announcement of the pre-qualified bidders short-list. The manual is intended to provide a practical guide for implementing PPPs in Jordan, and it is designed to be used by a range of stakeholders, including public contracting bodies, PPP units, and private sector partners. The manual is based on the experiences of Jordan in implementing PPPs and provides lessons learned and good practices that can be applied to future PPP projects. The manual is organized around the following procedures: * Phase 1: Registration and application + Public contracting body's screening and selection of suitable candidate projects for PPP + Public contracting body's completion of the PPP project assessment application + PPP unit's review and PPP council's approval/disapproval of the PPP project assessment application and PPP project registration + Locating project development funding for phase 2's PPP preparation and feasibility study * Phase 2: PPP project preparation + Appointing the PPP project officer and steering committee and preparing the work plan for completing the PPP feasibility and supporting tendering and procurement + Appointing the PPP transaction advisor to support the public contracting body in completion of the PPP feasibility study and business case + Developing and drafting the PPP project's required output levels of service + Designing and managing the PPP project's stakeholders management plan + Conducting the PPP affordability and fiscal sustainability analysis + Conducting project demand analysis + Conducting project technical feasibility analysis + Developing project financial model and conducting PPP project financial feasibility analysis + Conducting legal and institutional feasibility analysis + Project environmental and social impact assessment + PPP project risk identification + PPP project risk analysis and mitigation identification + Recommended PPP risk allocation structure + Evaluating suitability of PPP value for money analysis and qualitative likelihood and quantitative size of potential VfM benefits + Assessing private sector market interest in and appetite for the PPP opportunity + PPP unit's review of and PPP committee's and council of ministers's approval/disapproval of the final PPP feasibility study and business case * Phase 3: Tendering and procurement + Preparing/updating the work plan and implementation schedule for phase 3 PPP tendering and procurement + Public technical committee's incorporation of PPP council's instructions and recommendations on PPP feasibility and business case and completing required pre-tendering preparations + Drafting and issuing a PPP project information memorandum and conducting PPP investors' conferences + Drafting and issuing the request for pre-qualifications document + Receiving and evaluating submitted qualifications and announcing the pre-qualified bidders short-list + Preparing PPP project physical site inspections and virtual data rooms for private bidders + Designing and drafting the draft PPP agreement + Designing and issuing the draft PPP request for proposal (RfP) and responding to bidders' questions + Issuing the final tender documents and receipt of final technical and financial bids + PPP project technical committee's evaluation of PPP technical proposals + Evaluation of PPP financial bids and selection of preferred PPP bidder + PPP unit's reconfirming PPP affordability/sustainability, and value for money (VfM) and announcement of preferred bidder + Final updating and negotiation The manual provides a comprehensive guide for implementing PPPs in Jordan