Strategic Plan Fiscal Years 2012 through 2015Overseas Private Investment CorporationOPIC_04421523-e191-4308-a374-d9497e5a84d7As the U.S. Government's development finance institution, OPIC mobilizes U. S. private capital to help solve critical development challenges and in doing so, advances U.S. foreign policy.OPIC currently manages a $16.4B portfolio of projects in over 103 countries and operates on a self-sustaining basis at no net cost to the American taxpayer.InvestorsOPIC offers innovative financial solutions to support private investors including debt financing, insurance, and support for private equity investment funds.U.S. Private SectorOPIC policies require that finance and direct insurance projects enjoy a meaningful connection to the U.S. private sector. How Does OPIC Define U.S.? * A U.S.-organized entity generally must be at least 25% U.S.-owned. * A foreign organized entity generally must be at least majority U.S.-owned. U.S. Small BusinessesHow Does OPIC Define U.S. Small Business? * For OPIC to finance a project with a direct loan, the US involvement must come from US small business. A "small" business includes: a business with annual revenues during the last fiscal year of less than $400M; entities/individuals without revenues, net worth of less than $100M. * Consistent with the U.S. Small Business Administration, OPIC also considers a business with 500 or fewer employees as "small." _8b2df631-968a-11e4-a37b-c74e2349f805To mobilize U. S. private capital to help solve critical development challenges and advance U.S. foreign policy._8b2df632-968a-11e4-a37b-c74e2349f805Economic DevelopmentOPIC is uniquely positioned to support the Administration’s development strategy: * Support broad-based, sustainable economic growth* Proactively target specific countries, regions, sectors, and technologies * Mobilize private sector investment * Elevate development as a central pillar of national security policyInvestmentNational SecurityPortifolioGrow Portfolio & Impact_8b2df633-968a-11e4-a37b-c74e2349f8051Disbursements & CommitmentsIncrease portfolio disbursements and commitments_8b2df634-968a-11e4-a37b-c74e2349f8051.1ROIKeep returning money to Treasury_8b2df635-968a-11e4-a37b-c74e2349f8051.2Development ScoresAim for high development scores_8b2df6bc-968a-11e4-a37b-c74e2349f8051.3LICs & Foreign Policy PrioritiesGrowth in LICs and foreign policy priorities_8b2df77a-968a-11e4-a37b-c74e2349f8051.4Financial ProductsDevelop new financial products and refine existing ones_8b2df838-968a-11e4-a37b-c74e2349f8051.5EnvironmentIncrease Environmental Benefit_8b2df8e2-968a-11e4-a37b-c74e2349f8052Renewable Resources & Energy EfficiencyMaintain focus on renewable resources and energy efficiency_8b2df98c-968a-11e4-a37b-c74e2349f8052.1Greenhouse GasMinimize GHG emissions across portfolio_8b2dfa5e-968a-11e4-a37b-c74e2349f8052.2RenewablesNew products for renewables sector_8b2dfbe4-968a-11e4-a37b-c74e2349f8052.3Renewables SectorProductivity & EfficiencyFoster Productivity & Efficiency_8b2dfc98-968a-11e4-a37b-c74e2349f8053Policies & ProcessesApply and communicate streamlined policies and processes_8b2dfd56-968a-11e4-a37b-c74e2349f8053.1Data Management & ITOptimize use of data management and IT systems_8b2dfe0a-968a-11e4-a37b-c74e2349f8053.2Employee DevelopmentInvest in employee development_8b2dfef0-968a-11e4-a37b-c74e2349f8053.3OPIC EmployeesMeasuring & MonitoringBetter measuring and monitoring_8b2dffae-968a-11e4-a37b-c74e2349f8053.4InvolvementMeasure U.S. involvement_8b2e004e-968a-11e4-a37b-c74e2349f8053.4.1How Does OPIC Measure U.S. Involvement? * OPIC requires U.S. involvement in the project company in an amount that is equivalent to 25% of the project company's equity, which may be met with equity, long-term debt or other U.S. contracts or, by combining these types of involvement. * OPIC will support investment funds if the fund has raised U.S. equity equal to 25% of OPIC's loan support or if the fund is managed by a U.S. manager.DurationMeasure the duration of U.S. involvement_8b2e0102-968a-11e4-a37b-c74e2349f8053.4.2How Does OPIC Measure the Duration of U.S. Involvement? * For an ongoing project, U.S. entities need to retain a 25% interest in the project through final disbursement of the OPIC loan. In the case of a start-up or 'greenfield' project, the U.S. entities need to retain a 25% interest through physical completion of the project. * OPIC must approve any proposed transferee of the interest. Long-Term SupportBuild Long-Term Support for OPIC_8b2e021a-968a-11e4-a37b-c74e2349f8054Communication & PromotionCommunicate and promote OPIC_8b2e02d8-968a-11e4-a37b-c74e2349f8054.1Stakeholder RelationshipsStrengthen relationships with key stakeholders, influencers and clients_8b2e0396-968a-11e4-a37b-c74e2349f8054.2OPIC ClientsCongressional RelationshipsBuild relationships and awareness in Congress_8b2e0472-968a-11e4-a37b-c74e2349f8054.3Congress2015-01-07http://www.opic.gov/sites/default/files/files/strategicplan.pdfOwenAmburOwen.Ambur@verizon.net