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Bank of Montreal (1 Nov 2021 – 31 Oct 2022)
| Signing Date | 15 Sep 2005 |
| Region of Headquarters: | North America |
| Current EPFI Reporting Year/Period: | 1 Nov 2021 - 31 Oct 2022 |
| Institutional Reporting: | Link to Report - Link to Additional Report |
Please read the important notes and disclaimer for further information on ‘EPFI Reporting’, compliance and publication on the EP website.
Further information on this EPFI may be obtained through the Institutional Reporting hyperlink.
Project Finance Advisory Services
Total number mandated in the reporting period: 4
| Sector | |
|---|---|
| Mining | |
| Infrastructure | |
| Oil & Gas | 1 |
| Power | 3 |
| Others | |
| Sub-Total | 4 |
| Region | |
|---|---|
| Americas | 4 |
| Europe, Middle East & Africa | |
| Asia Pacific | |
| Sub-Total | 4 |
Project Finance Transactions
Total number that reached Financial Close in the reporting period: 4
| Equator Principles Category | A1 | B2 | C3 |
|---|---|---|---|
| Sector | |||
| Mining | |||
| Infrastructure | |||
| Oil & Gas | 1 | ||
| Power | 3 | ||
| Others | |||
| Region | |||
| Americas | 4 | ||
| Europe, Middle East & Africa | |||
| Asia Pacific | |||
| Country Designation | |||
| Designated Country 4 | 4 | ||
| Non Designated Country | |||
| Both | |||
| Independent Review | |||
| Yes | |||
| No | 4 | ||
| Totals | 4 | ||
1
Category A – Projects with potential significant adverse environmental and social risks and/or impacts that are diverse, irreversible or unprecedented.
2
Category B – Projects with potential limited adverse environmental and social risks and/or impacts that are few in number, generally site-specific, largely reversible and readily addressed through mitigation measures.
3
Category C – Projects with minimal or no adverse environmental and social risks and/or impacts.
4
Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment.
Project-related Refinance & Project-related Acquisition For Project Finance
This information is required under EP4. EP4 applies for those transactions mandated after 1 October 2020 and that have reached Financial Close by the end of the period being reported.
Project Name Reporting For Project Finance (And Project-related Refinance & Project-related Acquisition Finance For Project Finance)
| No. | Project Name | Sector | Project Location(s) | Year of Financial Close |
|---|---|---|---|---|
| 1 | Opal Fuels Intermediate Holdco 2 LLC | Oil & Gas | United States | 2022 |
| 2 | Deerfield Wind Energy 2 LLC | Power | United States | 2022 |
| 3 | Travers 2 Solar LP | Power | Canada | 2022 |
Number of projects that were not disclosed as per the disclosure conditions specified in Annex B of the Principles: 1
Under EP4, project name reporting is required for Project Finance transactions that have reached Financial Close and encouraged for Project-Related Corporate Loans that have reached Financial Close.
Project-Related Corporate Loans
Total number that reached Financial Close in the reporting period: 0
Project-related Refinance & Project-related Acquisition For Project-related Corporate Loans
This information is required under EP4. EP4 applies for those transactions mandated after 1 October 2020 and that have reached Financial Close by the end of the period being reported.
Implementation of the Equator Principles
BMO´s implementation reporting is provided in: BMO Financial Group 2022 Sustainability Report Data Pack and Glossary (Pages 7-8)