APPENDIX FIVE BSF LEP and PFI finance costs and shareholdings

 

Local Authority

Financial Close

PFI project company gearing (mezzanine and senior debt as a percentage of capital) %

PFI project company blended equity internal rate of return%

Equity Investors

Equity shareholding in LEP %

Equity shareholding in PFI project company %

 

 

Local Authorities procuring through a LEP and PFI

 

 

Bristol

01/07/2006

91.1

14.51

Investors in the Community

40.0

41.5

 

 

 

 

 

 

Skanska

40.0

41.5

 

 

 

 

 

 

BSFI

10.0

16.0

 

 

 

 

 

 

Bristol City Council

10.0

1.0

 

 

Bradford

18/12/2006

90.8

13.7

Amey

40.0

29.0

 

 

 

 

 

 

Costain

40.0

29.0

 

 

 

 

 

 

HSBC

0.0

29.0

 

 

 

 

 

 

BSFI

10.0

12.0

 

 

 

 

 

 

Bradford Metropolitan District Council

10.0

1.0

 

 

Lancashire

19/12/2006

90.6

12.7

Bovis

40.0

40.0

 

 

Lancashire 2nd PFI

14/12/2007

90.6

13.5

HBoS

40.0

40.0

 

 

 

 

 

 

Lancashire County Council

10.0

1.0

 

 

 

 

 

 

BSFI

10.0

19.0

 

 

Leeds

01/04/2007

92.7

14.0

BSFI

10.0

19.0

 

 

Leeds 2nd PFI

13/03/2008

93.0

14.0

Barclays Private Equity

26.7

26.7

 

 

Leeds 3rd PFI

07/08/2008

92.5

14.0

Interserve

26.7

26.7

 

 

 

 

 

 

Mott MacDonald

26.7

26.7

 

 

 

 

 

 

Leeds City Council

10.0

1.0

 

 

Newcastle

01/07/2007

91.2

14.1

BSFI

10.0

19.0

 

 

 

 

 

 

Robertsons

30.0

30.0

 

 

 

 

 

 

Sir Robert McAlpine

30.0

30.0

 

 

 

 

 

 

Parsons Brinkerhoff

20.0

20.0

 

 

 

 

 

 

Newcastle City Council

10.0

1.0

 

 

Sheffield

31/07/2007

92.0

13.4

BSFI

10.0

19.0

 

 

 

 

 

 

HSBC

40.0

40.0

 

 

 

 

 

 

Taylor Woodrow

40.0

40.0

 

 

 

 

 

 

Sheffield City Council

10.0

1.0

 

 

Waltham Forest

31/08/2007

90.5

12.8

BSFI

10.0

10.0

 

 

 

 

 

 

HSBC

63.9

63.9

 

 

 

 

 

 

Bouygues

16.1

16.1

 

 

 

 

 

 

London Borough of Waltham Forest

10.0

10.0

 

 

Lewisham

13/12/2007

90.2

13.5

BSFI

10.0

10.0

 

 

 

 

 

 

Costain

40.0

40.0

 

 

 

 

 

 

VT

40.0

40.0

 

 

 

 

 

 

London Borough of Lewisham

10.0

10.0

 

 

Leicester

19/12/2007

90.3

14.0

BSFI

10.0

19.0

 

 

 

 

 

 

Miller

40.0

40.0

 

 

 

 

 

 

GSL

40.0

20.0

 

 

 

 

 

 

Land Securities Trillium

0.0

20.0

 

 

 

 

 

 

Leicester City Council

10.0

1.0

 

 

South Tyneside and Gateshead (joint procurement)

21/12/2007

91.6

12.7

BSFI

10.0

14.5

 

 

 

 

 

 

Carillion

40.0

40.0

 

 

 

 

 

 

RBS

40.0

40.0

 

 

 

 

 

 

South Tyneside Council

5.0

5.0

 

 

 

 

 

 

Gateshead Council

5.0

0.5

 

 

Islington

08/07/2008

91.7

13.8

Balfour Beatty Capital

80.0

80.0

 

 

 

 

 

 

London Borough of Islington

10.0

10.0

 

 

 

 

 

 

BSFI

10.0

10.0

 

 

Nottingham

13/06/2008

92.0

13.0

Carillion

80.0

80.0

 

 

 

 

 

 

Nottingham City Council

10.0

10.0

 

 

 

 

 

 

BSFI

10.0

10.0

 

 

Kent

24/10/2008

90.1

12.5

Land Securities Trillium

80.0

80.0

 

 

 

 

 

 

Kent County Council

10.0

10.0

 

 

 

 

 

 

BSFI

10.0

10.0

 

 

Local Authorities procurring through a LEP without PFI

 

 

Westminster

10/04/2008

 

 

BSFI

10.0

 

 

 

 

 

 

 

Westminster county council

10.0

 

 

 

 

 

 

 

Bouygues

80.0

 

 

 

Hackney

27/11/2008

 

 

BSFI

10.0

 

 

 

 

 

 

 

London Borough of Hackney

10.0

 

 

 

 

 

 

 

Mouchel Babcock Education

80.0

 

 

 

Newham

09/01/2009

 

 

BSFI

10.0

 

 

 

 

 

 

 

London Borough of Newham

10.0

 

 

 

 

 

 

 

Laing O'Rourke

80.0

 

 

 

Tower Hamlets

21/01/2009

 

 

BSFI

10.0

 

 

 

 

 

 

 

London Borough of Tower Hamlets

10.0

 

 

 

 

 

 

 

Bouygues

80.0

 

 

 

Local Authorities procuring through a Non-LEP model, but using private finance

 

 

Solihull

01/05/2007

91.2

14.7

BAM PPP

100.0

 

 

Knowsley

13/12/2007

91.7

15.4

Balfour Beatty Infrastructure Investments Ltd

100.0

 

NOTE

1  Blended IRR includes hybrid debt and equity and equates to the rate of interest that balances the present value of cash outflows from a project with the discounted cash inflow of the investment. IRRs stated as nominal pre-tax rates.