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Republic of Indonesia Infrastructure Investment Opportunities ...

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Republic of Indonesia









Presented at :

2nd Joint Task Force Meeting ROI - ROK









Bambang Susantono, Ph.D.

Vice Minister for Ministry of Transportation

Deputy Minister for Infrastructure and Regional Development, CMEA







Seoul, 26 March 2010

12/8/2011









Global Macroeconomy

• With the GDP of US$500 billion and total World and Indonesia GDP Growth Rate

inhabitants of 240 million, Indonesia is South GDP Growth Rate (%)

7

East Asia’s largest economy, owning 1/3 of 6 6.1

World GDP Growth Rate (%)

ASEAN’s total GDP and 2/5 ASEAN’s population.5 5.5

4.5

4 3.9

• In 2009, Indonesia’s economic growth rate 3 3



slowed at a significantly lower rate than the 2



slowdown of the world’s average. It decreased 1

0

by 30%, compared to the world’s economic









2008









2009









2010F

-1 -0.8

growth that declined by 160%. -2



10

Perubahan PDB riil (yoy)









5



0



-5



-10



-15

Indone Vietna Philippi Australi South South Malaysi Argenti Thailan Singap

China India Brazil US UK Japan Mexico Russia

sia m nes a Korea Africa a na d ore

Q2 7.9 6.1 4 4.5 1.2 0.6 -1.2 -2.5 -2.8 -3.9 -3.9 2 -4.9 -5.5 -6.4 -3.5 -10.3 -10.9

2009 8.7 5.6 4.5 4.2 1.5 0.5 -0.4 -1.6 -2.2 -2.5 -3 -3.5 -4.3 -4.8 -5.3 -6 -6.8 -9

12/8/2011









Indonesia Macroeconomy

• After the turbulence in 2008, the

country's economy was relatively stable in 3,000 18

2009. The growth rate touched 4.5% in 17.1

2009, surpassing the target of the 2009 2,539 16

2,456

state budget of 4.3%, and was also higher 2,500

2,271 14

than the projection of several

international organizations’. 2,000 1,937 12

11.03

• GDP per capita exceeds US$2,400 and is 1,658

10

expected to rise up to 3.4% in 2010. 1,500

GDP/Capita (US$)

1,312

8



6.6 6.59

• With the 2009 GDP of US$500 billion, 1,000

6.4

6

GDP Growth Rate

(%)

Indonesia is a member of G-20 whose PPP 5

is in the world’s top 20. 4

500 Inflation (%)

2.78

• The country's inflation in 2009 was 2.78% 2



or the lowest in the past decade.

0 0

2004 2005 2006 2007 2008 2009 2010F

12/8/2011









Fiscal, Monetary, and Investment Performance

•The size of Indonesia’s economy has been of

Rp/US$ Rp/US$ JCI Poly. (Rp/US$) Poly. (JCI) JCI

interest to investors. 12500 3000

12000

2500

11500

• Indonesia expects to reach investment grade 11000 2000

within one or two year. Current sovereign 10500

1500

credit rating stands at BB (S&P) and BB+ 10000

9500 1000

(Fitch). 9000

500

8500

8000 0

•Strong stability was recorded in the rupiah

exchange rate. Toward the end of 2009, the

rupiah gained to reach the level of 9,400 per

3

dollar. Rupiah strengthening of 15.4% was

highest in Asia in 2009. 2.5 2.5

2



1.5 1.6

•Lowered Foreign Debt against GDP ratio, 1.3

large foreign exchange reserves (US$66 1

0.6 0.5

billion), healthy state budget and strong 0.5 0.3 0.2

0.1

economic fundamentals have directed the 0

2007 2008 2009 2010*

country’s optimistic economic outlook.

Foreign Debt/GDP (%) Deficit/GDP (%)

12/8/2011









Fiscal, Monetary, and Investment Performance

•In 2009, the country’s stock exchange

performance obtained a positive trend.

At the closing of 30 December 2009, the

index had risen by 87% compared to

2008. This number is the second

highest in Asia Pacific, below Shenzhen

Stock Exchange.



•Political stability: the President Susilo

Bambang Yudhoyono returned to power

with 60% of the vote, laying a solid

foundation for political and social

stability.



•Strengthened purchasing power: BI rate

stayed at 6.5%, while inflation reached

2.78% (lowest in a decade).

12/8/2011









INFRASTRUCTURE DEMAND & SUPPLY

12/8/2011









Electricity Demand

• Coupled with the growth in economy, Indonesia Electricity Production (Gwh)

will need more than 320 TWh of electricity by 2008 117,815

150,447

the end of 2018 or rising on an average of 121,247

2007

8.98% annually, with 77% of the amount 142,440





contributed from JAMALI (Jawa Madura Bali) 2006 112,609

133,107



system 2005 107,032 Consumption

127,370

Production

• During 2009-2018, electricity demand in the 2004 100,097

120,244

JAMALI system rise from 108 TWh to 251 TWh 90,441

2003

with a CAGR of 9.5%, while increasing faster 113,030





outside the JAMALI system from 31 TWh to 74 0 50,000 100,000 150,000 200,000



TWh or a CAGR of 10.3%. (GWh)

(GWh)

400,000



• Because the sheer size of demand, new 350,000 Projection for Electricity Production

investment is needed for this field. A project of 300,000

(Gwh)

10,000 MW has been established to answer this 250,000



need. This kind of project needs US$ 1 – 1.2 200,000



million of investment per MW. The first phase 150,000

of this project at Labuan has been completed. 100,000

The 2nd phase is being planned, focusing on the 50,000

diversification of energy sources and on the 0

balance of electricity used for household and 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018



industry consumption. Geothermal PS Hydro Coal LNG Gas Fossil Fuel

12/8/2011









Air Travel

• With total 80mn passenger/year (2008), Air Passenger CAGR: 6.52%

International Domestik

and less than 6% of total Indonesia

population took air travel, Indonesia is 13,114,959

11,337,024

the most promising country in the 11,181,972 11,084,192

region

• With economic growth in the future,

this could pass the increase of Indonesia 59,326,036

66,337,029

58,082,897

67,007,371



passenger traffic to higher than 9% per

year

• Three biggest airports in Indonesia have

2005 2006 2007 2008

experienced over-capacity. At Jakarta’s

Soekarno-Hatta airport, the over- Airport Capacity VS Demand Airport Crowdiness in 2009

capacity reached 68%, while in Bali’s (mio passengers)

Ngurah Rai airport, the number touched 40 37



the staggering 300%. 35



30

• Airport infrastructure will need to grow

25 22

for more than 32% per year, by

20 Capacity

considering the increasing amount of 15 # of passengers

the passengers 10

10 7

4.5

• This will be even higher with the 5 1.5

openning chanel of new airlines 0

Soekarto Juanda Ngurah Rai

operations as an impact to the ASEAN Hatta (domestic)

open sky policy

12/8/2011









Traffic conditions

•In 2008, the number of ‘vehicles/km’ 160

Vehicle/km (excl. motorcycle) Motorcycle/km Road accident145

100,000

reached 58, which is significantly 140

90,000

129

increased from only 13 in 1995. 80,000

120

Motorcycle increased bombastically 100

105 70,000



by about 67% from 2004 to 2008. 100

87 60,000



80 50,000



58 40,000

•In the last 7 years, the average 60

43 46 49

30,000

39

vehicle speed has declined by 25%, 40

20,000

from 26 km/hour to 20 km/hour, 20

10,000

while the number of motorcycles 0 0

have tripled. 2004 2005 2006 2007 2008



12,000,000

Large Truck

Truk Besar Large Bus

Bus Besar Small/medium truck

Truk kecil/sedang

Medium Bus Small Bus Passenger car

•47% of the population spends 20% of 10,000,000 Bus Sedang

Motorcycle

Bus Kecil Mobil penumpang

Sepeda motor

its income for transportation, while

8,000,000

another 16% spends as much as 30%.

6,000,000





•Economic loss caused by inefficient 4,000,000



transportation system is Rp. 5.5 2,000,000

trillion per year, and that caused by

poor air quality is Rp. 2.8 trillion per -

2001 2002 2003 2004 2005 2006 2007 2008 2009

year.

Moda Split - Jabodetabek

Transport modalities – Urban Transport

100%

Pembagian Moda Transportasi









90%



80% (38)

70%



60% Cars (10)

50%

Motorcy

40% cles (24)

30%



20%

(27) Public

10%

Transportation

0%

London New York Seoul Jabodetabek

Bus and other Personal vehicles

Railway

Kereta Api Bis dan Angkot Kendaraan Others (on (jalan

Lain-lainfoot,

smaller

(cars &

Pribadi (mobil bikes, sepeda, dll)

kaki, etc)

transportation

motorcycles)

dan motor)





• Jakarta needs Mass Rapid Transit (MRT), railway revitalization and property development.

• The Ministry of Transportation has planned the National Railway Revitalization program for 2010-2014.

12/8/2011









PLANNED INDONESIA ECONOMIC CORRIDORS

12/8/2011









Six economic corridors across Indonesia defined



Medan



1 3 4

Manado

Gorontalo

Pekanbaru

Pontianak Samarinda Manokwari

Jambi Jayapura

Palu

6

Palembang Palangkaraya

Mamuju

Banjarmasin

Lampung

2 Makassar

Jakarta

Serang Semarang

Surabaya 5

Bandung Mataram



Denpasar







Mega hub 3 Kalimantan

Hub/provincial capitals 4 Western Sulawesi



1 Eastern Sumatra-North West Java 5 East Java-Bali-NT



2 Northern Java 6 Papua

Note: Area of corridor defined at all kabupaten/ kota that lie, in full or in part, within 50 km of hub and that lie, in full or in part along the path connecting hubs in a corridor.

50 km distance based on World bank study of economic activity vs. distance to centre in Indonesia

Source: BCG analysis

12/8/2011





Indonesia EDC: connecting economic centres & industry nodes, SEZs and

spread out the development along the way

Proposed SEZs will

form new nodes or

align with existing

nodes or hubs









SEZ









SEZ









Hubs and nodes Supporting infrastructure Connections

Economic centres (hubs) Connection between hubs

Airport, ports

Industry node Connection between hubs and

Power, water industry nodes

Area of industry focus

Developing and connecting power

SEZ Special Economic Zones and water plant, to hubs and

industry nodes

ource: BCG analysis

12/8/2011





Example: Six potential pilots in ESNWJ identified for further analysis

S. Sumatera rail, Dumai/Panjang/Palembang port, mine mouth power plant, Dumai-Pekanbaru road





Project prioritization matrix assessing impact and

Impact 5.0 feasibility1 Toll Roads

Coal mine mouth Railways

power plant Sumatera Coal Rail

4.5 Medan-Pekanbaru Water Supply

Port

Pekanbaru-Dumai

tollroad Power

4.0

South Sumatera Power plant

Medan-Jakarta Railway Dumai port

7 Palembang port

3.5 8 15

24 28 2

33 Panjang port

27 34 13

3.0 22

25 $1Bn

Medan port 14 23 investment

26 Medan Pekanbaru Rail

2.5

12

1

2.0

2.2 2.4 2.6 2.8 3.0 3.2 3.4 3.6 3.8 4.0 4.2 4.4



Feasibility





Note 1: While the list of projects have been prioritised in order to identify the pilot projects, all the identified projects are crucial to achieving the objectives of the master plans and should be implemented. The

prioritisation is based on existing available data, incorporating quantitative date and qualitative insights from BCG experiences, benchmarks, expert interviews, as well as inputs from the working group and Steering

Committee. It does not take into account potential aspects such as investor interests, political/strategic considerations and the availability of funding for each project. Detailed understanding of the impact and

feasibility of each project will need to be carried out in the context of a technical feasibility study

Note 2: Numbers associated with data points represent unique numbers as provided in the overall list of projects

1. 22 PPP projects and 12 proposed projects from sector analysis, hub-to-hub connectivity and stakeholder inputs in ESNWJ prioritized using impact-feasibility framework. Non-PPP projects have an estimated

investment value based on similar project types relative to project scope and based on industry benchmarks

Source: PPP book data; Government data; Expert Interviews; Literature search; Province government website; BCG analysis

12/8/2011



Example: ESNWJ Corridors

Different infrastructure focus identified for the three key focus sectors







Type of infrastructure Palm oil Rubber Coal

• Ports projected to • Ports projected to • Significant growth in

Ports become key

bottlenecks – capacity

become key

bottlenecks – capacity

volumes requires step

change in port capacity

addition required addition required









Railways • Limited requirement

give disperse nature of

• Limited requirement

give disperse nature of

• Critical to have rail

infrastructure to make

plantation and mills plantation and mills coal mining

economically viable



• Required to support

Toll roads downstream industry









• Power plants can be

• Required to support

built next to the mines

Power plants downstream industry

to improve power

supply in Sumatera









Airports





Water supply



1. Power plants are not required for coal mining per se, but it is an opportunity to utilize the coal in Sumatera by building thermal power plants next to them

Source: Sector masterplans; Expert interviews; BCG analysis

12/8/2011









INFRASTRUCTURE PROGRESS AND DEVELOPMENT

12/8/2011





Infrastructure Policy Road Map

Status

Infrastructure Road Map 2005-2009 Done

Policy and Sectoral Restructurization (Rearranging for Regulator and Operator) On Going

Regulation

Reformation New Sectoral Laws Done

New Implementation Regulation On Going





Improving State Budget On Going

Improving

the Multi-year contract for priority projects On Going

Effectivity of

E-Procurement to accelerate the procurement On Going

State Budget

Projects Implementation of Medium Term Expenditure Framework (MTEF) On Going





Infrastructure Fund (PT. Sarana Multi Infrastruktur) Done

Risk Management Unit under Ministry of Finance Done

Government Guarantee Fund (PT. Penjaminan Infrastruktur Indonesia) On Going

Support for

PPP projects Land Revolving Fund and Land Capping On Going

(Public-Private

Land Freezing and Independent Land Appraisal On Going

Partnership)

Project Development Facility – PDF to improve FS quality On Going



Guidelines of Doing Business in Infrastructure Not Started

12/8/2011





Infrastructure Allocation Fund 2010-2014

Total PPP implementation ability projection

Rp Rp.365.36 Tn (USD34.8bn)

trillion





69%









31%









Estimated Fund Required (2010-2014)

Rp1,429 T









Rp978 T Private Sector Source: Bappenas



Rp451 T Gov. Budget Allocation

12/8/2011









Indonesia Infrastructure Fund and Guarantee Fund

1. Indonesia Infrastructure Fund (PT. Sarana Multi Infrastruktur - PT. SMI)

 PT. SMI was founded on 23 February 2009;

 Initial capital is Rp. 1 Trillion which is allocated from State Budget, ADB and WB

are willing to inject US$ 100 M as Loan and US$ 40 M as Equity; DEG is going to

Rp

inject US$ 20 M;

 Indonesia Infrastructure Financing Facility (IIFF) is still under discussion now with

related stakeholders









2. Guarantee Fund (PT. Penjaminan Infrastruktur Indonesia - PT. PII)

 Based on Gov. Regulation No. 35/2009, Government of Indonesia allocated Rp 1

Trillion from 2009 State Budget as Government Investment;

 World Bank agrees to provide backstop facility amounted to Rp. 1.5 Trillion.

 PT. PII has been launched on 30 December 2009.

12/8/2011









Strategic Infrastructure 2010-2014

12/8/2011









Public Private Partnerships (PPP) Book

Projects Ready to Offer

Total Project Total Investment

(US$ 000)

Toll Road

1. Medan – Binjai (USD 129 mio)

2. Medan - Kualanamu - Tb. Tinggi

Project 4,518,000 (USD 476 mio)

8 Project

Ready to Offer 3. Cileunyi - Sumedang – Dawuan

(USD 395 mio)



Sea Transportaton

4. Tanah Ampo Ferry Terminal,

3,094,000 Karangasem (USD 24 mio)

Priority Project 18 Project

Railway

5. Palaci – Bangkuang (USD 740 mio)

6. Soekarno Hatta Airport-

Manggarai (USD 700 mio)

Potential Project 61 Project 26,527,500

Water

7. Bandung Municipal Water Supply,

Cimenteng (USD 54 mio)



Electricity/Power

TOTAL 87 Project 34,139,500 8. Central Java Power Plant

(2000 MW) (USD 2 Billion)

Source : Bappenas

THANK YOU









12/8/2011

12/8/2011









Global Macroeconomy

• Following the deepest global downturn in

recent history, economic growth solidified in

the second half of 2009. The world output is

expected to reach 4% in 2010.



• This forecast represents an upward revision

of ¾ percentage point from IMF previous

World Economic Outlook in 2009.



• Global production and trade bounced back

in the second half of 2009.



• Growth in the advanced economies is

expected to rise by 2% in 2010, while the

output in emerging and developing

economies is expected to expand by 6%.

These projections reflect an upward revision

of ¾ percentage point and 1 percentage

point, respectively, from previous outlook in

2009.

12/8/2011









Investment and Business Climate

1. Non-restrictive investment regime.

• Availability of fiscal incentive for foreign investors;

• Simplified investment approval process;

• Non-restrictive repatriation regime;

• Tax treaties with over 50 countries, incl. South Korea;

• Few limitation on the value of investments; and

• The possibility for foreign investors to wholly or majority own investments in most sectors.

• The Corruption Perception Index score from 1.07 (2000) to 2.06 in (2008)*. In the last 4

years, the KPK has handled more than 550 cases and has brought more than 1,400 private

and government officers to court.

• In 2010 national budget, the Government has included a plan to continue its reform

programs and to improve the investment climate in Indonesia (incl. bureaucracy reforms,

improvements in governance, business processes and HRD, as well as the introduction of

tax and customs incentives).

2. Stable government with proven commitment to a market economy

• The political will to carry out the reforms to bring about better investment climate and to

reduce corruption is well recognized by the international society and business community.

• Indonesia has made “the most spectacular movements” resulting in a nine-rank jump in its

latest Competitiveness Yearbook to 42nd place from 2008’s 51st position (IMD leading Indonesia is now

global business school)

• The World Bank report on the ease of doing business also noted a marked improvement in

fully recovered

Indonesia’s business climate and its standards of corporate governance. from the damaging

• Indonesia had successful presidential and legislative elections in April and July 2009. The impacts, and more

incumbent regained its power with 60% of the vote, while his party and its coalitions also open for business

won the parliamentary elections, laying a solid foundation for political and social stability





*where an index of 10 is given to a

totally clean country/government

12/8/2011









Electricity Demand

• National Electricity Company, PLN, has 45

40 million customers; 20 million of 40

which are from the lower-income 40



bracket.

35

• The average consumption of this group

is 120 kWh per day (approximately 30 20



enough to operate 1 refrigerator, 1 TV 25

S1 - S3 - R1 (up tp 450 kVA)

and 4 light bulbs).

> 450 kVA (household,

• It is estimated that only 41 million 20 commercial, industry)



people are served by electricity, while 15

in 2018 it will reach 68.1 million people

or growing in average by 2.7 million 10 20



per year. 5



• This would lead to an improvement in 0

Total PLN customers (million)

the electrification ratio from 64.8% in

2008 to 95.5% in 2018.

12/8/2011









Two corridors chosen for first phase implementation



Nominated corridors put Two corridors identified for

through sequencing framework first phase implementation

Sequencing based on assessment along two dimensions: 1st Phase: Eastern Sumatra-North West Java and Northern

Java



• Fit with existing RPJP and spatial Medan Eastern Sumatra-North West Java

• GDP: Rp 1,026.8 tn1

planning Pekanbaru • Population: 45 mn2

• Corridor impact3: GDP to double

1 Socio-economic • Environmental sustainability Jambi by 2020

attractiveness • Income and growth disparity Palembang

Lampung

• Need to improve infrastructure

Serang Jakarta

• Rural development

Jakarta Northern Java

• Market size Semarang • GDP: Rp 1,940 tn1

• Population: 118 mn2

• Fit with sector priorities Bandung Surabaya • Corridor impact3: GDP to double by

• Number of hubs linked 2020

2 Economic

attractiveness • Availability of factors of production

• Investment risk 2nd Phase: Kalimantan and Western Sulawesi

3rd Phase: Papua and East Java-Bali-NT





1. 2007. 2. 2006

Source: BCG analysis

12/8/2011



Example – ESNWJ Corridor: Coal Production

Lower production driven by poor infrastructure making inland lower quality coal not viable







High potential with large But produces only ~20MnT of

resource in South Sumatera coal annually Driven by 3 key reasons



Coal resources, 2009 (in Bn T) Coal production in Indonesia, 2009 (in Mn T) Three key reasons driving Sumatera's

120 200

current low production levels

170 190

51.9 0.4 104.8 • Most mines are inland

1 – High transportation cost by

90 150 roads/ trucks make the mines

economically infeasible

• Lower quality reserve compared to

60 100

1.8 1.4 52.4 Kalimantan

47.1 2.2

2 – Relatively lower price

30 50

realisation making inland coal

economically not viable

20

• Lack of rail infrastructure

0 0 – Makes transportation costly

3

Total

South









Others









Kalimantan



Others

Riau

Sumatera



Jambi









Sumatera









Sumatera Kalimantan Total for inland low quality coal,

making mining not viable

Waterways, with 1/4th the transportation costs as that for

roads help reduce transportation cost in Kalimantan,

45% 2% 2% 1% 50% 49% 1% making inland mining viable



Sumatera has the potential to achieve production levels

similar to that in Kalimantan

% of total resource in

X%

Indonesia

Source: Directorate General Mineral, Coal and Geothermal Resources; Indonesia Coal Book 2008/2009; Literature search; Expert interviews; BCG analysis

12/8/2011



Example: ESNWJ Corridor

Lowering transportation costs through railway would bring most resources in Sumatera in the 'feasible' zone





Railway would bring most mines in Sumatera within ... as it has in many other

"economically feasible range"... parts of the world



Railways typically help in coal

transportation in two major

Scattered resource in Riau

and Jambi makes railway

ways

Daerah Istimewa Aceh

economically challenging • Cuts through difficult

terrain like mountains

North Sumatera making mines accessible

• Significantly reduces the

Riau

unit cost of transportation

Proposed rail from mines in

South Sumatera to Lampung

West Sumatera

2 and Palembang ports (~250-

350

2

Jambi kms in all)3

2

South Sumatera

Bengkulu







Very attractive to build rail 2

infrastructure in South

Sumatera with high Lampung Economically viable regions by road transport1

density of mines 10 Economically viable regions only by railway2





1. Based on transportation cost analysis, regions up to 50kms inland considered as economically viable 2. Distance up to 350-400 kms considered economically viable by rail transport 3. Exact path of the rail to be

determined in feasibility study phase. Distance estimated based on location in map and current PTBA rail expansion project of ~300kms

Source: Expert interviews; Indonesian Coal Book 2008/2009; BCG analysis

12/8/2011



Example:

Building railway infrastructure will make low to mid quality coal economically viable





Operating cost (including land transport) over distance in South Sumatera

Operating cost1 ($/T) Coal price levels at

100 various calorific

value

(kj/kg)

Limited benefit in

Significant cost advantage Typical range for distance of ports

80 serving areas under

through railway, making low-mid from mines in

100 kms from ports

CV coal feasible South Sumatera

by rail

6500 3 Bn T

60 6300

(>6,100)

5800



40 25 Bn T

5500 (5,100 –

5300 6,100)

20

24 Bn T



(<5,100)

0

0 50 100 150 200 250 300 350 400 450 500



Distance from port (in kms)



Resource base in

Extensive railway network would nearly take away "large distances X Bn T

Sumatera

from mine" disadvantage from Sumatera

1. Based on cost structure of PTBA. Assumes both road and railway transportation available to transport coal – road transportation has higher cost at $0.10/T/km as opposed to railway at Road

$0.030/T/Km. Prices for different coal grades is as observed in market in Q42009

Source: Expert interviews; Analyst reports; BCG analysis Railway

12/8/2011









Infrastructure Regulations

Completed In Progress

Law No. 7/2004 on Water Resources

LAWS Law No. 38/2004 on Road and Toll Road

Law No. 23/2007 on Railways

Law No. 30/2007 on Energy

Law No. 11/2008 on Information & Electronic Transaction

Law No. 17/2008 on Sea Transportation

Law No. 18/2008 on Garbage Management

Law No. 1/2009 on Aviation

Law No. 4/2009 on Mineral and Coal

Law No. 22/2009 on Road Traffic

Law No. 30/2009 on Electricity

GR No. 15/2005 on Toll Road GR Draft on Operational of Information and

Government GR No. 28/2005 on Non-Tax Government Revenue Electronic Transaction

Regulation GR No. 16/2005 on Drinkwater Provision System Development

GR No. 3/2005 on Electricity Provision and Utilization

GR Draft on Lawful Interception

GR Draft on Strategic Data Processing

GR No.1/2008 on Government Investment

GR No.38/2008 on Asset Management GR Draft on Swam

GR No. 42/2008 on Natural Resources Management GR Draft on River

GR No. 43/2008 on Ground water GR Draft on Basin and Dam

GR No. 75/ 2008 on Capital Injection of Government of Indonesia for GR Draft on Sea and Coast Guard

Establishment of Infrastructure Financing Corporation GR Draft on Sea Accident Investigation

GR No. 35/2009 on Capital Engagement of Government of Indonesia for GR Draft on Multimodal Transportation

Establishment of Infrastructure Guarantee Corporation GR Draft on Crew Welfare and Passengers’ Health

GR No. 56/2009 on Operational on Railways Infrastructure GR Draft on Search and Rescue

GR No. 61/2009 on Seaport GR Draft on Airports

GR No. 72/2009 on Railways Traffic GR Draft on Air Sovereignty

GR No. 5/2010 on Navigation GR Draft on Indonesian Aviation Navigation

GR Draft on Road Traffic and Land Transportation

GR No. 20/2010 on Water Transportation GR Draft on Passenger Ship Health Facility

GR No. 21/2010 on Maritime Environment Protection GR Draft on Seaman

12/8/2011









Fiscal Stimulus on Infrastructure Spending as of Dec 2009

Source: BKF-Depkeu

Rp billion Rp billion % % 2009, analyzed

8000 93.6 93.8 7351.8 100

7000 90

76.9

80

6000 68 65.2

60.9 60.6 60.3 70

5000 4490 53.8 60

48.6

4000 50

3000 40

24.8 30

2000 1433.6

20

1000 467.8 307.7 10

60.9 145.9 140.7 180.2 60.6 64.4

0 0

MPW MOT MEMR MPH MMAF MMT MMT MT MCSME MA Total





Ministry of Public Works MPW

Ministry of Transportation MOT

Ministry of Energy and Mineral Resources MEMR

Ministry of Public Houses MPH

Ministry of Marine Affairs and Fisheries MMAF

Ministry of Manpower and Transmigration MMT

Ministry of Health MMT

Ministry of Trade MT

Ministry of Cooperation and Small Medium Enterprise MCSME

Ministry of Agriculture MA

12/8/2011









Land Facilities

1. Land Capping;

 The Government of Indonesia has allocated State Budget with the total amount of IDR

4.89 T to support the Land Acquisition Process for 28 toll roads; (Based on MPW

Regulation No. 12/PRT/M/2008, dated 28 July 2008)

 In 2008, the realization of Land Capping is IDR 264,937 B and IDR 235.01 B by 16 Dec

2009, which was used by 3 sections (Bogor Ring Road, Semarang – Solo, and Cinere-

Jagorawi);

 In 2009, Land Capping Fund has been allocated for IDR 1 T , and 1.2 T has been allocated

for 2010.

 Ministry of Public Works (MPW) has asked the Ministry of Finance (MoF) to expand the

Land Capping allocation which will be ended in 2010 to 2013.



2. Land Revolving Fund;

 To support the land acquisition process, GoI has also prepared the Land Revolving Fund; Policy and

 The Allocation for the Land Revolving Fund is IDR 1.44 T; instruments to

that will be used for financing 23 toll road sections;

(based on the agreement between BPJT (MPW) – PIP (MoF) accelerate the

 Until now, IDR 800 B has been allocated, and more than IDR 700 B has been disbursed. land

3. Land Freezing acquisition

Land that has been appointed to be used as a project by government is not allowed to be traded that will

unless there is a permission from governor/major support

infrastructure

development

12/8/2011









Indonesia Infrastructure Fund

Minister of Finance

Indonesia

PP 66/2007 Juncto PP 75/2008

Infrasructure

100% ownership

Fund (PT. SMI)

PT. SMI





Third Parties: Founder:

JV JV IIFF*

•Public, private sector •PT. SMI

•State Owned Enterprises *Indonesia

•ADB

Infrastructure

•Banking Financing •IFC

Facility

•Local Government •DEG

Benefits of the third parties involvement: •Other Private

•Multilateral Organization

(World Bank, ADB, etc.) • Increase the capability of financial sources Sector Investors

•Private Funds • Increase the reputation & credit rating

• Absorb the expertise, experience & other resources

12/8/2011



Indonesia Infrastructure Fund Framework

Improving the capacity of Infrastructure Development Acceleration



Related Parties PT SMI Goals

Regulator: FACILITATOR/CATALYSATOR

Government for Project Owner & Investors Job Creation

Bodies

I

Internal Capacity Building

•Fund Management N

Project Owner: D

•Ministry/Bureau •Fund Raising F

•Development of the fee-based income, E Poverty Reduction

•Local Government R

•SOE/LGOE e.g.: Investment advisory V

A

•BPJT E

External Capacity Building S

•etc L

•Identification of Infrastructure Project T Human Resources

Priority O

R Development

•Inter-departmental Coordination P

Investors: U

•Partnership with other entities to form M

•Lenders JVs specializing in the infrastructure C

•Local Investor E Industrial

financing T

•Foreign Investor N Competitiveness

•Direct financing to other legal entities, in U

•Multilateral the form of loan or equity T Improvement

•Private Sectors R

•Partnership with other parties in the

•Banking form of BOT or BOO E

•Infrastructure •Socialization on the infrastructure Distribution

Pool of Fund financing activities Improvement

•PIP

12/8/2011









Guarantee Fund

 GF is established as a separate legal MOF

entity (SOE)

Risk Management

 GF is fully owned by the Government and Unit

the initial capital will be provided from

APBN. Set up

Policies

 The RMU will focus on setting policies Proposal for

(eg. risk sharing, valuing CL, operation of Guarantees

GF) and on supervising the GF. Guarantee Contracting

 The GF will review proposals, calculate Fund Agency

CL, decide the guarantee provision, enter Approvals

Management PPP

into guarantee contracts, manage assets, Contractor

prepare financial reports to the MoF and Contract

Appendix

Counter Guarantee

public, pay claims, and monitor CL of

projects Guarantee

Contract

 The MoF will be the GMS (RUPS) and will Investors

appoint BoD and BoC of the GF. Backstop

Facility

 Multilateral Development Agencies will

provide backstop facility.

Multilateral

Development

Agency

12/8/2011









PPP Book Projects Lists

Priority Projects

Projects Ready to Offer

Toll Road

1. Pekanbaru - Kandis - Dumai

Toll Road 2. Palembang - Indralaya

1. Medan – Binjai 3. Tegineneng - Babatan

2. Medan - Kualanamu - Tb. Tinggi 4. Sukabumi - Ciranjang

3. Cileunyi - Sumedang – Dawuan 5. Pasir Koja - Soreang

6. Pandaan - Malang

Sea Transportaton 7. Serangan - Tanjung Benoa

4. Tanah Ampo Ferry Terminal, 8. Manado - Bitung

Karangasem

Water

Railway 9. Medan Municipal

5. Palaci – Bangkuang 10. Bandar Lampung Municipal

6. Soekarno Hatta Airport- Manggarai 11. DKI Jakarta - Bekasi - Karawang

12. West Cikarang & Cibitung Bekasi Regency

Water 13. Bandung Regency

7. Bandung Municipal Water Supply, 14. Sumedang Regency

Cimenteng 15. Indramayu Regency

16. Cirebon

Electricity/Power

8. Central Java Power Plant (2000 MW) Sanitation

17. Integrated Solid Waste Final Disposal & Treatment Facility for greater

Bandung Area - West Java

18. Integrated Solid Waste Final Disposal & Treatment Facility for Bogor &

Depok Area - West Java (Nambo)

12/8/2011









PPP Book Projects Lists

Potential Projects Potential Projects

Toll Road Land Transportation

1. Kisaran - Tebing Tinggi 25. Bojonegara - Ketapang (Jawa - Sumatera) Ferry Terminal

2. Bukit Tinggi - Padang Panjang - Lubuk Alung - Padang

3. Batu Ampar - Muka Kuning - Bandara Hang Nadim Marine Transportation

4. Terbanggi Besar - Menggala - Pematang Panggang 26. Bojonegara Port

5. Bakauheni - Terbanggi Besar 27. Expansion of Kumai Port, Kotawaringin Barat Regency

6. Cilegon - Bojonegoro 28. Development Lupak Dalam Port, Kapuas Regency

7. Kamal - Teluk Naga - Batu Ceper 29. Expansion of Teluk Sigintung Port, Seruyan Regency

8. Kemayoran - Kampung Melayu 30. Expansion of Anjir Kelampan & Anjir Serampan Canal

9. Sunter - Rawa Buaya - Batu Ceper

10. Ulujami - Tanah Abang Railways

11. Pasar Minggu - Casablanca 31. Kualanamu

12. Sunter - Pulo Gebang - Tambelang 32. West Sumatera

13. Duri Pulo - Kampung Melayu 33. Simpang - Tanjung Api-api

14. Tanjung Priok Access 34. Tanjung Enim - Batu Raja

15. Terusan Pasteur - Ujung Berung - Cileunyi 35. Lahat - Kertapati

16. Ujung Berung - Gedebage - Majalaya 36. Railway Facilities - Blue & Green Line (Jakarta Monorail)

17. Semarang - Demak 37. Gedebage, Bandung Municipal, Integrated Terminal

18. Yogyakarta - Bawen (Railway)

19. Yogyakarta - Solo 38. Bangkuang - Lupak Dalam

20. Bandara Djuanda - Tanjung Perak 39. Kudangan - Kumai

21. Probolinggo - Banyuwangi 40. Puruk Cahu - Kuala Pembuang

41. Tumbang Samba - Nanga Bulik

Air Transportation 42. Kuala Kurun - Palangkaraya - Pulau Pisau - Kuala Kapuas

22. Kertajati International 43. East Kalimantan Railway (Puruk Cahu - Balikpapan

23. Sentani

24. Juwata Tarakan

12/8/2011









PPP Book Projects Lists

Potential Projects

Water Supply

44. Pondok Gede, Bekasi Municipal

45. Surakarta - Sukoharjo Central Java Province

46. Klungkung Regency (Tukad Unda)

47. Maros Regency

48. West Bandung (Alternative 1), Water Conveyance

49. West Bandung (Alternative 2), Water Conveyance

50. East Bandung (Alternative 1), Water Conveyance

51. East Bandung (Alternative 2), Water Conveyance

52. Semarang (Alternative 1), Water Conveyance

53. Semarang (Alternative 2), Water Conveyance

54. Semarang (Alternative 3), Water Conveyance



Power

55. New North Sumatera Coal Fired Steam Power Plant

(2 X 200 MW)

56. South Sulawesi New Coal Fired Steam Power Plant

(200 MW)

57. North Sulawesi Coal Fired Steam Power Plant

(2 X 55 MW)

58. North Sulawesi New Coal Fired Steam Power Plant

(55 MW)

59. North Sumatera (Infrastructure) (2 X 100 MW)

60. Sumatera Mine Mouth HFDC Coal Fired Steam Power

Plant (2 X 200 MW)

61. East Kalimantan (Infrastructure) Coal Fired Steam Power

Plant (2 X 65 MW)

12/8/2011









Why Private Guarantee?

 Private investments are required to accelerate infrastructure

provision and government can only provide about 31% from

USD 120 B required



 Experience shows that government support/guarantees is

required to mobilize private capital, for example:

Monorail

Program 10.000 MW Stage I

Cirebon IPP

JORR II Toll Road project



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