A lot of the planning for this year's event has gone into devising new ways for our partners to effectively connect with the audience. Informing our attendees of your involvement in the event will lead to more effective networking and help generate more one-on-one meetings while you are there. With that in mind, please join our online community. The sooner you can participate, the more visibility you receive.
A lot of the planning for this year's event has gone into devising new ways for our partners to effectively connect with the audience. Informing our attendees of your involvement in the event will lead to more effective networking and help generate more one-on-one meetings while you are there. With that in mind, please join our online community. The sooner you can participate, the more visibility you receive.
Program Preview - Day 1: Wednesday, October 28, 2020
12:00 PM – 12:30 PM ET Summit Start: Welcome and Opening Remarks
12:30 PM – 1:10 PM Opening Conversation: What Effective Leadership and Planning Look Like During and After the Pandemic American universities are facing important questions about how they will address affordability and access issues, and how they've had to adapt to the rapidly changing environment for higher education created by COVID. With emerging modes of learning, the application of new technology inside and outside of the classroom, and new partnerships offer promise. While some institutions seek to adapt their physical footprint to the changing modes of learning and physical space experience, others are exploring new ways to offer prospective students choice and to enhance the programs that they provide.
We are beginning to see institutions take action and new market leaders emerge. Presenters for this opening session will discuss some of the significant steps schools are talking to adapt, grow, and shape a more versatile future of the American institution of higher learning. We welcome speakers who will share how they see institutions successfully handle changing expectations for higher education and provide new methods of thinking about how your campus might take advantage of these trends.
Presenters Dr. T. J. Logan, Associate Vice President for Student Affairs, Temple University Brandon Busteed, President of University Partners | Global Head of Learn-Work Innovation at Kaplan Kelsey Harmon Finn, CEO, NACAS Elizabeth Scarborough Johnson, Chairman & Partner, SimpsonScarborough
1:15 PM – 1:45 PM Virtual Room 1: Reimagining Your Real Estate: How Universities Can Utilize and Transform Space; Both On and Off-Campus Throughout this global pandemic, many colleges and universities have been asking themselves, what do we do now? However, now is the time for colleges and universities to look to the future and focus on where can we go from here? As you address the challenges of operating in the pandemic era, consider how you can leverage your facilities in new ways to support your bottom line while also enhancing the campus experience. This panel will include campus leaders from Purdue University, University of California San Diego, and the University of Washington to discuss how they are reimagining the future of their campus, in both administrative spaces and core functions. Administration consumes approximately 30% of the average college or university’s facilities portfolio. The question is, do you need to house all administrative activities on campus? An analysis of off-campus options may reveal cost-saving opportunities while freeing up campus facilities to be used for learning.
Moderator Matt Do, SVP Public Institutions, JLL
Panel Jeff Graham, Executive Director of Real Estate, University of California, San Diego Mike McCormick, AVP Asset Management & University Architect, University of Washington Rob Wynkoop, AVP Administrative Operations, Purdue University
1:15 PM – 1:45 PM Virtual Room 2: Time to Build Something Better: How Campus Infrastructure Can Adapt In a relatively short period, the coronavirus crisis has impacted significant parts of modern life, and higher education has not been spared. At the same time as campuses have begun to reopen, courses have been moved online. A hybrid model of teaching has evolved. While students continue to adjust to new teaching methods, administrators are coming to terms with a future that contains more uncertainty and they are starting a debate about how campuses should respond. Financial flexibility is likely to be a priority among many, but how this plays out remains unclear. The pandemic has brought disruption and this panel will seek to examine the opportunities for higher education to evolve and respond.
Moderator Iain Tester, Managing Director, KPMG
Panel Jeff Atwater, CFO, Florida Atlantic University Peter Maass, VP Capital Planning, Texas State University System
1:15 PM – 1:45 PM Virtual Room 3: P3 State of the Industry Report: A Predictable 2019, A Very Unpredictable 2020 In this session, the co-leaders of development advisory firm Brailsford & Dunlavey’s higher education practice, Brad Noyes and Jeff Turner will provide an overview of market activity – including the number of deals, average deal size, geographic and public/private breakdowns, and diversification within deal structures among other data points. Brad and Jeff will also have a conversation with campus leaders to dive deeper into the report’s 2019 data and discuss how the market has shifted at schools across the country in 2020 due to COVID-19 and other factors. The discussion will include a qualitative assessment of the current higher ed P3 development context as well as differing institutional circumstances that drive decision making through the lens of varying university representatives. The audience will have the opportunity to hear how schools have managed various challenges within their projects, benefitted from disciplined processes, and view the current and future of higher education P3s.
Moderators Jeff Turner and Brad Noyes, Executive Vice Presidents, Brailsford & Dunlavey
Panel Colin Donahue, Vice President of Administration & Finance/CFO, California State University, Northridge Adam Fumarola, Senior Associate Vice President of Real Estate Services & Asset Management, Syracuse University Laura Pisinski, VP of University Real Estate and Facilities Management, Simmons University
1:15 PM – 1:45 PM Virtual Room 4: Flexible Execution to Weather the Storm: UC Hastings Case Study The integrated UCH team was preparing to go to the bond market on a $363M mixed-use Academic Village in Spring 2020. COVID threw the project a curveball that drove innovation, solidified the partnership, and led to the successful sale of the first tax-exempt, project-revenue bonds for new development since March 2020 and drew 3x coverage. We will explore the complexity of the project, partners, and alternate development, finance, and operating scenarios that were explored to assure a successful financial close in the eye of the storm.
Moderator Jared Everett, Managing Director, University Partnerships, Greystar
Panel David Seward, Chief Financial Officer, UC Hastings College of the Law Robert Gamble, Managing Director, PFM Financial Advisors LLC Chad Myers, Director, Public Finance, Raymond James
1:15 PM – 1:45 PM Virtual Room 5: COVID-19’s Effect on P3 Finances and Potential Workouts COVID-19 has the potential to strain the finances of many university P3 projects, at least in the short term. In particular, facilities financed with pledged revenue from user fees, such as student housing, parking, and athletic facility revenues, may generate substantially less revenue than projected. Such facilities may struggle to comply with financial covenants and obligations in connection with the repayment of project debt and may require financial restructuring or other relief. This panel brings together a university finance director, an underwriter, a nonprofit facility owner/operator, a bondholder, and a project finance lawyer to discuss their respective perspectives on the financial challenges faced by higher ed P3 projects in the age of COVID-19, the range of options potentially available to mitigate those challenges, and how each panelist would evaluate those options to “workout” a financially distressed project.
Moderator Karl Camillucci, Project Finance Attorney, Taft Stettinius & Hollister LLP
Panel Will Givhan, President, Collegiate Housing Foundation Sara Russell, Managing Director, Municipal Finance, RBC Capital Markets, LLC Matt Schroeder, Executive Vice President for Finance and Administration and CFO, The University of Toledo Vander Shanholt, Vice President/Research Analyst, Franklin Templeton Investments
2:00 PM – 2:30 PM Virtual Room 1: The Right Questions to Avoid the Wrong Deals There are no bad questions, only bad deals: What universities and P3 partners aren’t asking during procurement - and why they should be. Questioning is a uniquely powerful tool for unlocking value in P3 partnerships: it spurs the exchange of ideas, fuels innovation and improvement, and builds rapport and trust among team members. It can also mitigate risk by uncovering unforeseen pitfalls and hazards. We often train ourselves to be better listeners, but rarely on how to be better questioners. Join Jason Taylor a seasoned professional with experience on the consulting and developer sides of these deals to brainstorm the best post-2020 questions.
Moderator Jason Taylor, VP Public Private Partnerships, American Campus Communities
Panel Anjali Anturkar, Associate VP for Student Life, University of Michigan Dr. David Clark, Associate VP of Campus Life, Emory University Kirk Tames, Executive Director of Real Estate, The University of Texas System
2:00 PM – 2:30 PM Virtual Room 2: Moving from Design Competitions to Partner Competitions P3s have evolved in their sophistication and diversity over the past five years. Many universities are moving away from a design competition approach, favoring a “pick a partner” process. How can universities structure their procurement processes to not only solicit deal terms for negotiation but also to gather meaningful insights about what it would be like to partner with each developer? How can necessary design and construction quality detail be gleaned in a “pick a partner” process? What level of financial modeling can be expected? What data set should the University provide in a pick a partner selection process? How might Universities be able to “lock down” aspects of a developer’s proposal in this process? This panel will explore the potential advantages and disadvantages of this approach to partner selection.
Moderator Richard Reith, Principal, Reith Jones Associates
Panel Matt Brown, President, Capstone Management Partners Will Gorham, Vice President, Project Development and Partnering, Plenary Jennifer Jones, Senior Vice President, American Campus Communities Josh Smith, Senior Vice President, Balfour Beatty Campus Solutions
2:00 PM – 2:30 PM Virtual Room 3: Breaking the Circuit of Higher Ed in the Energy Business: P3s, Commercial, and Legal Issues This session explores the increasing interest in on-campus energy facilities – and will consider monetizations, as well as P3 approaches to rehabilitation/operations. As well, we will discuss some reasons why there is an emerging trend- in part because of cash constraints, refocused budgets (COVID response, post-COVID projections/environment), and in other parts because these areas are not central to the education/research missions of the institutions. Our panel will also explore some of the legal issues (and touch on commercial issues) that attend both strategies, citing examples and discussing some thoughts on implications, best practices, things to think about, etc. Topics may include real estate planning, PDA approaches, pre-development feasibility studies, labor and employment considerations, energy contracts with third parties, and lender issues.
Moderator Steve Park, Partner, Ballard Spahr LLP
Panel Chris Dalgarno-Platt, Senior Vice President, Ernst & Young Infrastructure Advisors, LLC John Dionisio, Director of Business Development, Meridiam Infrastructure Brian Kirby, General Counsel, Sacyr Thomas Mulvihill, Head of Infrastructure, KeyBanc Capital Markets
2:00 PM - 2:30 PM Virtual Room 4: The Impact of COVID on Student Housing Debt Ratings COVID has upended the traditionally stable world of collegiate on-campus housing. With colleges and universities electing - or being forced - to offer many classes online in Fall 2020, occupancy in many student housing projects has dropped precipitously. For student housing projects that are primarily, or exclusively, supported by rental revenues, this drop in occupancy has, in some instances, had severe impacts on budgets. The possibility of industry-wide covenant defaults and the possibility of future payment defaults has led to a significant adjustment in credit ratings. Some projects have seen four notch downgrades in recent weeks, and many more projects are facing imminent ratings pressure. Join us for this unique conversation about how these pressures are impacting the ratings for on-campus student housing, how it is affecting developments in planning, and what the future might hold for this important sector.
Moderator Angel Rivera, Senior Vice President of Development Services, Servitas
Panel Nick Waugh, Director, Stifel Jessica Wood, Senior Director & Sector Leader, Education Standard & Poor’s
2:00 PM – 2:30 PM Virtual Room 5: Promoting Social Justice Through P3 University Development Universities are often the key economic anchor and social conscience of the communities in which they are located. These pivotal roles are enhanced through P3 and campus edge real estate developments that support campus growth, as well as jobs and economic development. As the country reckons with the generational effects of institutional social injustices, universities are in a unique position to help bend the arc of infrastructure development toward justice and equity. Join a panel of forward-thinking P3 professionals for a candid discussion of how P3, higher education, and social justice can come together to meet this pivotal moment in our country’s history.
Moderator Jay Brown, Managing Director, Hayat Brown
Panel Erika Brice, Principal, Rector Development Limited Kimberly A. Cameron, Executive Director, North Carolina A&T University Real Estate Foundation Brooks Goedeker, Executive Director, St. Louis Midtown Redevelopment Corporation
2:30 PM – 2:45 PM Networking Break / Virtual Expo Hall / Digital 1 on 1s Special Thanks to Our 2020 Diamond Sponsors
2:45 PM – 3:15 PM Virtual Room 1: Graduate Student Housing Projects Over the last two years, we have seen several colleges and universities putting out requests for proposals for graduate student housing P3 projects. These projects have included room for faculty and staff in the scope as well. Graduate housing is unique, and there are several things a university needs to consider before undertaking a P3 project to deliver it. This panel will discuss the reasons we are seeing this need addressed now. Topics will include the scarcity of graduate housing on most campuses and the reasons why, the differences between undergraduate housing in terms of design, marketing, affordability, and operation, and how the capital markets and investors view graduate housing projects from an underwriting perspective.
Presenters Ned Williams, SVP of Development, Michaels Student Living Joseph Shivell, Vice President, Michaels Student Living
2:45 PM – 3:15 PM Virtual Room 2: Expanding the “P3 Box” to Fit an Institution’s Unique Housing Program and Financial Objectives A P3 is not a one size fits all formula. The details of the structure are often customized for each institution in support of its unique campus housing programs and financial objectives. We will explore how the P3 partnership at the University of Chicago was able to expand the P3 box through the tailoring of a partnership and a project which addressed the particular needs of an elite academic institution with a premier campus ‘House Program,’ while providing a transaction structure which satisfied important University financial parameters. Key takeaways for attendees will include reflection on why the University of Chicago officials believed a P3 could be customized to fit seamlessly within its renowned House Program, and how they were able to work collaboratively and effectively in structuring a long-term partnership with a private development and operational partner/team to deliver a high-quality, cost-efficient addition to the University’s dynamic South Campus precinct.
Moderator Jeff Jones, Principal, Capstone Development Partners
Panel Ivan Samstein, Vice President and Chief Financial Officer, University of Chicago Joel Poelhuis, Director of Financial Planning & Analysis, University of Chicago Richard Mason, Asst. V.P. for Campus Life and Assoc. Dean of the College, University of Chicago Walker May, EVP, Capstone Development Partners
2:45 PM – 3:15 PM Virtual Room 3: The University of Texas at Permian Basin Growth and the Impact of Campus and Community Partnerships The University of Texas Permian Basin, located in the Odessa-Midland region of West Texas, is an innovative, responsive, university that thinks large and lives locally. UTBP and Odessa have symbiotically thrived on the support of collaboration between research, job creation, and industry – developing leadership in engineering, finance, economics, trade, and commerce regionally and internationally. As a true local partner to the community of Odessa, UTPB has sought out collaborative, mutually beneficial partnerships including the Noel Performing Arts Complex on the Midland Campus, the Athletics Fields Partnership on campus land holdings, and now the market-study of a mixed-use P3 development with retail, housing, parking, and a community serving arena and convocation center at the southwest corner of campus. Together in this panel, we will discuss with UTPB campus leadership, and planning advisors the future of a mutually supported development framework to support the growth of the community and university through collaborative public and private partnership initiatives.
Moderator Sara Ibarra, Academic Market Sector Manager, Page
Panel Aaron Kurtz, Higher Education Real Estate and P3 Expert, JLL Ryan Losch, Campus and Urban Planning, Page Jeff Nydegger, Co-Chair, P3, Infrastructure & Project Finance Industry Group, Winstead PC Wendell Snodgrass, VP of Advancement, The University of Texas at Permian Basin
2:45 PM – 3:15 PM Virtual Room 4: Higher Ed Projects in Process: Goals, Challenges, and Lessons Learned So Far This Year This session will address the best practices and lessons learned from active P3 projects in both the construction and operation phases. The panel will examine how to drive innovation and value for money, find the right risk transfer balance ensuring a successful transition, and what to expect for the next 30 years. The panel will also discuss key considerations in developing and implementing P3 projects including development of performance specifications, dispute resolution approaches, and risk allocation between the private and public partners. Join this conversation to discuss these issues and discover some ideas to develop concepts that might work for your next project.
Moderator Jennifer Bales Drake, Shareholder, Becker
Panel Angela Clayton, Group Head – Building Division, Plenary Jeremy Doss, Senior Vice President, Rise Real Estate Dave Evers, Director of Engineering, P3, Johnson Controls
2:45 PM – 3:15 PM Virtual Room 5: A Closer Look at Innovation Districts and How They Function In recent years, there has been an upsurge in communities recognizing the value of their university research, innovation, and entrepreneurial assets. As a result, civic leaders have banded together to create and support new innovation ecosystems that will engage a range of institutional and private partners by creating places where ideas can be born, shaped, and flourish. By capitalizing on and supporting such resources they can recruit and retain talent and develop a more diverse and robust local economy. Learn about the latest trends around the culture, economics, and placemaking of ‘Innovation Districts’ by Perkins&Will and hear from leaders with the Oklahoma City Innovation District and the NeoCity innovation district in Central Florida as they share their experiences and lessons learned resulting from their unique public-public and public-private collaborations.
Moderator Stephen Coulston, Principal Architect & Urban Designer, Perkins&Will
Panel Katy Boren, President & CEO, Oklahoma City Innovation District Adam Cohen, Senior Vice President and General Counsel, Oklahoma Medical Research Foundation Donald Fisher, County Manager, Osceola County, Florida | NeoCity leader and BRIDG Consortium Board of Directors James J. Tomasek, Ph.D., Vice President for Research, University of Oklahoma Health Sciences Center
3:30 PM – 4:00 PM Virtual Room 1: 63-20 Progressive Design-Build: A New P3 Alternative Considered both a P3 and an Alternative Public Delivery Model, 63-20 Progressive Design-Build merges Public Delivery and Private delivery into an innovative approach that is effective at delivering both large and small public infrastructure projects on a faster timeline and at less cost to the public agency. 63-20 PDB also reduces construction risk, financing risk, and operations and maintenance risk for the local government while optimizing Lifecycle costing to benefit the public partner.
By presenting case studies and a step-by-step approach, this session will introduce 63-20 Progressive Design-Build, a cutting edge P3 delivery model that expedites timelines and produces significant savings for the public agency. Attendees will learn how to combine privately issued tax-exempt debt with a developer-led incentivized delivery model that outperforms other delivery models.
Presenters John Finke, President, Public Facilities Group Erin Birkenkopf, Vice President, Public Facilities Group
3:30 PM – 4:00 PM Virtual Room 2: Keeping the Wheels on the P3 Bus : Critical Success Factors Getting a project from concept to close is a long haul across bumpy terrain. Now more than ever, it’s critical to be well-equipped for success – from seeking out the right champion and building the right team, to understanding key market drivers and execution pitfalls. Harvest “lessons learned” from those who have seen dozens of deals, both successes and projects that failed to launch, to develop your best strategy for moving forward, shoring up vulnerabilities, and delivering on your project’s P3 promise.
Presenters Andrea Austin, Partner, Husch Blackwell Jay Brown, Managing Director, Hayat Brown Jeffrey Resetco, Senior Development Director, Gilbane Development
3:30 PM – 4:00 PM Virtual Room 3: How Projects Pivot: Strategies, Flexibility, and Forecasting Yesterday’s deals faced their own challenges – but those challenges have been amplified in today’s market. More than ever, opportunities depend on a robust mix of programs and strategies for success. Throughout the timeline from start to finish, so many variables of a project can change – or even disappear. When those vacating variables include a revenue-generating program, how can the goals and strategies pivot? What are viable strategies for flexibility…in programming, design, financing, and management? We will discuss these questions relative to some recent examples – and some optimistic future-forecasting.
Moderator David Damon, AIA, LEED AP, Principal, Higher Education Practice Leader, Perkins&Will
Panel Jared Everett, Managing Director, University Partnerships, Greystar Spencer Hyatt, Senior Vice President and Managing Director, Signet Real Estate Group, Ben Lavery, Director, MIT Investment Management Company Matt Pierce, Design Principal, Perkins&Will
3:30 PM – 4:00 PM Virtual Room 4: Married for How Long?! Setting Expectations and Partnering for the Long Term in O&M The real work of a public-private partnership lies in the O&M phase – when the owner must step into the monitoring role, the true test of the partnership begins. This session will focus on this long-term relationship phase with tips and ideas from those who have lived and are still living a P3 agreement.
Presenters James Fuja, Director, Public-Private Partnerships, Johnson Controls Mark Melson, Chief Investment Officer, Star America Infrastructure Partners Seth Miller Gabriel, Director, BDO
3:30 PM – 4:00 PM Virtual Room 5: University Data Center Infrastructure Student and faculty privacy and security have long been of paramount importance to universities, and never more than in the age of remote learning. In this session, we will discuss data center security, and how control, location, and management play a role in security. The panel will also review the institutional benefits and disadvantages of university controlled data centers, operational considerations, co-tenancy versus single user tenancy, and research and learning opportunities. We will follow this overview with a look at the DataBank ATL1 project at Georgia Tech University, a public-private partnership that houses Georgia Tech's supercomputer and serves other southern schools throughout the U.S.
Moderator Jeff Nydegger, Co-Chair, P3, Infrastructure & Project Finance Industry Group, Winstead PC
Panel Jerry Blair, Co-Founder, DataBank Nina Farrell, Higher Education Specialist, Public Institutions & Education Solutions, CBRE Justin Marchan, Data Center Senior Manager, Georgia Tech Haynes Strader, Vice President, Data Center Solutions, CBRE
4:00 PM – 5:00 PM Networking Happy Hour Special Thanks to Our 2020 Diamond Sponsors: Program Preview - Day 2: Thursday, October 29, 2020 (note all sessions in ET) 12:00 PM – 12:40 PM Opening Session: Creative Ways to Reduce Facilities Costs: A Dialogue with Spalding University’s President, Tori Murden McClure In 2003, Spalding University faced a major challenge: budgets were tight, yet the university’s leadership was committed to improving the campus and facilities experience. Spalding University was determined to find creative ways to reduce costs and maximize resources for its 600,000+ square feet of facilities—while also benefiting the university and the surrounding community. The university was able to uncover new areas of opportunity when resources were tight while accomplishing its objective and maintaining high-quality, proactive building services. Outsourcing services shouldn’t be about making trade-offs, but about creating a collaborative and creative partnership. It’s possible to create a relationship that honors employees, takes service to the next level, and also helps to advance your mission. This opening conversation will focus on how Spalding University’s leadership was able to expand their campus mission while also controlling facilities costs.
Moderator Ronald Gregory, Executive Vice President, JLL
Panel Tori Murden McClure, President, Spalding University Rush Sherman, CFO, Spalding University
12:45 PM – 1:15 PM Virtual Room 1: Powering a Greener Future: University Energy Management Projects U.S. universities and other campus-based organizations are increasingly looking at privatization project procurement models including P3 as a way to deliver on their renewable power and energy efficiency targets and to tackle deferred maintenance backlogs concerning critical core utility infrastructure. This discussion, involving respected and experienced industry experts, will cover topics such as:
Tackling deferred maintenance through private procurement
The role of innovation in the energy transition for universities
Considerations for owners when considering projects
Pros and Cons of different project structures and procurement types
Impact of the coronavirus on projects, and outlook for the sector
Moderator Chris Joassin, Director, Fitch Ratings
Panel John Dionisio, Director of Business Development, Meridiam Arlene Douglas, Associate, Goldman Sachs Santanu Khan, Head of Infrastructure Development, Campuses, Cities, & Communities, Engie North America Allan Marks, Partner, Milbank Scott Potter, Senior Director – Comprehensive Energy Management, Ohio State University
12:45 PM – 1:15 PM Virtual Room 2: Applying Design-Build Best Practices to Higher Education Project Delivery In this session, we will discuss current design-build best practices and how they can be applied to projects in the higher education sector. With a collaborative delivery inherently embedded in almost any alternative delivery approach, mastering the design-build learning curve is fundamental to successfully implementing projects. The panel will focus on identifying key issues and risk transfer considerations unique to design-build delivery as well as key implementation issues. How does risk transfer in design-build delivery compare to traditional delivery? Is there a progressive design-build option within the DB framework? How does use of design-build impact technical requirements, particularly in relation to prescriptive versus performance-based requirements? What are the preparatory steps needed to implement design-build successfully in a higher education context?
Moderator Yukiko Kojima, Partner, Nossaman LLP
Panel Joshua Coulter, Senior Vice President, Plenary Jan Gouveia, Vice President for Administration, University of Hawai’i Paul Mackintosh, Lead Project Manager, WT Partnership | UC-Merced 2020 Project Owner’s Rep Lisa Petterson, AIA Principal LC, LEED AP BD+C, NCARB, SRG Partnership William P. Silva, Director of Preconstruction, Swinerton
12:45 PM – 1:15 PM Virtual Room 3: Critical Factors To Keep Your Project Procurement on Track As you look to deliver on your capital project and maintenance needs during the downturn, what elements should you focus on to ensure that you have chosen the right delivery model for procurement? The P3 model brings many benefits over traditional delivery models. Join this panel for an overview of the critical issues that must be addressed to ensure your project’s success and how you can deploy specific strategies when utilizing alternative project delivery models.
Moderator Sallye Perrin, Senior Vice President, WSP
Panel Bruce Baker, Partner, Nixon Peabody Branden Kiely, Vice President, The Concourse Group LLC Michael Rueger, Vice President, Star America Infrastructure Partners Umer Yaqub, Director, BDO
12:45 PM – 1:15 PM Virtual Room 4: Structuring and Financing Options in Today’s Environment In this session, we explore various financing structures that have been successful for delivering higher ed projects: comparing the tax-exempt and taxable debt models, equity options, and different loan programs. We also discuss how P3 financing models are evolving and how a traditional project finance program compares to other P3 tools, such as concession agreements, that are more common in other sectors. Panelists will explore what we can expect regarding future market activity and prospects for both on and off-campus developments. Lastly, we examine which P3 structure works best for a specific project or to meet the specific goals of an institution, delving specifically into how each structure impacts the project viability, the return to the University; and its credit profile and balance sheet.
Presenters Nicole Doheny, Senior Vice President, Ernst & Young Infrastructure Advisors, LLC Chris Elmore, Vice President, Public Sector and Infrastructure Banking Group, Goldman Sachs Jamie Farrell, Origination Associate, Plenary
12:45 PM – 1:15 PM Virtual Room 5: Your Project Readiness Checklist: Preparing for the Recovery in 2021 While the severe revenue and fiscal impacts of COVID-19 are driving colleges and universities to defer and suspend capital projects, campus planners will also have to contend with the “cost of doing nothing” when factoring in an unexpected failure of old infrastructure and damage caused by natural disasters. Capital expenditures will occur one way or another for most, and in 2021 and beyond smart planning is more critical than ever.
In this presentation, we will explore the ingredients for successful project planning in a “do more with less” reality of innovative project delivery approaches. We will discuss how elements in planning and deal structuring specifically helped expedite schedules, reduce costs, bridge funding gaps, and ensure successful long-term asset management.
1:15 PM – 2:00 PM Virtual Room 1: Navigating COVID-19: Higher Education’s Response to Mobility and Parking Prior to the pandemic, many higher education institutions were in the process of making significant changes to provide mobility services to remain competitive amongst their peers. The global pandemic has accelerated the need for higher education leaders to identify mobility optimization solutions (transit and parking) to meet the growing facility, student, and visitor needs and meet social distancing requirements. This discussion will share best practices deployed by three leading universities to tackle these issues. These best practices have resulted in a significant amount of operational cost savings and addressed major recurring mobility pain points that are trending on campuses across the nation.
●How institutions can understand and prepare for the current state of COVID, mobility, and parking ●How can institutions strategize and operate around new measures such as social distancing ●What efficiencies can be achieved through cost-saving tools for University transit systems ●Provide insights into trends and possible opportunities may exist based on data collected before and during the discussion ●Addressing student essential service access needs: grocery and health appointment-related transportation solutions
Moderators Oscar Bedolla, Director, KPMG Logan McLeod, Senior Business Development Manager, Lyft
Panel Michelle Garcia, Senior Associate Director, University of Southern California Mike Harris, Director, Louisiana State University Beth Snoke, Director, Ohio State University
1:30 PM – 2:00 PM Virtual Room 2: Tracking and Ensuring Diversity and Inclusion Evidencing diversity empowerment and success requires technology to not only track but to reach out to those offering important business additions. Leveraging technology portals to not only showcase the inclusionary efforts undertaken but also to create new business ideas and partners. A portal can help create data to mine information and show how construction jobs and other efforts include minority participation, local hiring, and extending the opportunity for business idea submissions for concessions, vendors, and others. Track and report this success confidently through business portals. In this panel we discuss different models and their applications, and how such applications can be fitted to your ongoing and upcoming projects.
Moderator Jack A. Callahan, CPA, Partner - Construction Industry Leader, CohnReznick
Panel Jennifer Bales Drake, Shareholder, Becker Jed Freedlander, Head of Business Development, Phoenix Infrastructure Group Daughan Pitts, Manager, P3 · Infrastructure · Real Estate Advisory, Hayat Brown
1:30 PM – 2:00 PM Virtual Room 3: Significant P3s Where Monetization Was Key: The LSU Charity Hospital Redevelopment In 2017, LSU was looking to determine the future of the Charity Hospital Building, a 1 million-square-foot former hospital that was closed after Hurricane Katrina in 2005. In Spring 2018, LSU began the redevelopment process of this incredibly complex project. The university’s goal was to reuse this massive, 80-year-old structure that had been unused for nearly 15 years and deliver a dynamic mixed-use project in a challenging market. This panel will focus on LSU’s process, and provide a project update and an investigation into some of the most challenging parts of the agreements that bind the parties. You will hear from the key players involved in the redevelopment of Charity Hospital as they share insights into the transaction, the process, how it all came together, and why monetization was key to success.
Moderator Brian Carroll, SVP Public Institutions, JLL
Panel Patrick Martin, AVP, Real Estate, Public Partnerships and Compliance, LSU Anne Dickerson, Attorney at Law, CCNO Development Joseph Stebbins, President, CCNO Development James Stuckey, Partner, Phelps Dunbar
1:30 PM – 2:00 PM Virtual Room 4: Sustainability/Net Zero Energy: How We Did It Michaels Student Living and UC Davis are building the largest Net Zero Energy and Carbon Neutral community in the U.S. Find out how they did it through solar panels. The future of NZE will be from multiple solutions. Learn about co-generation and battery storage. Join us for this important conversation and learn how planning and partnership can be used to meet its sustainability and Net Zero Energy goals.
Presenters Derek Veerkamp, VP of Development, Michaels Student Living Kevin Johnston, Sr. Manager, Project Development, SunPower Kenneth Long, Associate, Pennoni
1:30 PM – 2:00 PM Virtual Room 5: The Value of Collaboration: A Public-Private Partnership Relationship Tested by the Pandemic at San Diego State This past spring, we watched the world turn upside down as campuses and residence halls across the country abruptly shut down. Students were told not to return to campus after Spring Break and that they must move out of their residence halls immediately. The world was in the midst of a pandemic and our country needed to control the spread of the virus. San Diego State University's residential education leadership and Capstone, its partner in an affiliated P3 housing project immediately increased dialog and collaboration to better serve our mutual student residents. As partners, we navigated the daily challenges the campus and students faced, while simultaneously making and coordinating respective plans to re-open for the fall. The challenges were numerous, but in the end, the partnership shined brightly as we together focused on the safety and well-being of students in the context of understanding the financial and operational challenges born by each party. Key takeaways for attendees will be a University’s perspective on what it is like to work with a P3 partner in a tense campus climate, the value of collaboration and shared respect for each other’s goals, and the characteristics of a partner that you should look for when exploring a long-term partnership.
Moderator Jana Faro, VP Operations, Capstone Management Partners
Panel Kara Bauer, Executive Director of Residential Education, San Diego State University Cynthia Cervantes, Executive Director, Office of Housing Administration, San Diego State University Eric Hansen, AVP for Business Operations, San Diego State University
2:00 PM – 2:15 PM Networking Break / Virtual Expo Hall / Digital 1 on 1s Special Thanks to Our 2020 Diamond Sponsors:
2:15 PM - 2:45 PM Virtual Room 1: Post-Covid: Is What I Thought or Understood About a P3 Relevant Anymore? As the world begins the long process of a post COVID recovery, the higher education sector is one of a number of groups that will be required to think much differently and strategically about how they deliver world-class education and continue to grow and support students who are physically living and learning, on-campus. In the past, public-private partnerships (P3s) were solutions that were always ‘available’, but Colleges and Universities may have viewed them more as one of many tools, in addition to the option of direct borrowing and self-performing. With state funding being reduced to historical lows and facility needs requiring capital investment with the need to reduce costs – what are my options, today?
In this session, we hope to unpack the role P3s can have in the recovery of higher education, given the new reality and exacerbated challenges related to decreasing state support, tuition dependence, and increased costs of operating and improving the physical campus. All these challenges existed prior to COVID, but today are dramatically more severe. Questions asked and answered - Historically speaking, are University P3 concerns related to the cost of capital, transfer of control, risk transfer, and fear of the unknown still relevant today? Are they real and warranted? What type of projects can be done with a P3? Can a campus afford to at least not consider using a P3?
Moderator Geoff Eisenacher, Senior Development Director, Gilbane Development
Panel John Augustine, Managing Director, Barclays Capital Richard Rieth, Principal, Rieth Jones Advisors
2:15 PM - 2:45 PM Virtual Room 2: P3 as a Multiplier of Construction Innovation On-campus P3s have the unique potential to move the needle of innovation in construction. Because construction budgets are derivative of life-cycle costs, there often is financial motivation to invest in innovation upfront to realize long-term proforma savings. Solar, water reclamation, and other emerging energy innovations are increasingly leveraged in campus P3 projects in alignment with campus sustainability commitments. Additionally, speed to market drivers allows campuses to explore alternate construction methodologies such as panelized structural systems, prefabrication, or factory constructed modules. This session will explore the efficacy of several construction strategies toward the end of reducing construction waste and amplifying the opportunity for innovation on the American campus.
Moderator Mark Konchar, Senior Vice President & Chief of Innovation, Balfour Beatty
2:15 PM - 2:45 PM Virtual Room 3: Best Practices in the Higher Education P3 RFP Process The RFP process for a Higher Education P3 project is the critical launching point in attracting the brightest ideas and talent for your project. Our panel will discuss best practices in the procurement process and what both the private and public sides are looking for in an RFP. In it, we will explore how the public side can create an RFP that produces the top results, and how the private side response can showcase the critical skills and expertise being evaluated.
Moderator Charles Renner, Partner, Husch Blackwell
Panel Cassie Paben, Director of Business Development, Tetrad Property Group Jason Riordan, Associate Vice President of Facilities, Rockhurst University
2:15 PM - 2:45 PM Virtual Room 4: Building Renewal - Using P3s to Renew Existing Building Infrastructure, Improve Resiliency, and Achieve Sustainability Goals Higher education institutions are facing budget constraints, uncertain enrollment, and variable facility use. Many institutions are already embracing P3s to cost-effectively construct and operate new facilities. But the P3 model can also be applied to modernize existing facilities, address deferred maintenance challenges, achieve sustainability goals, increase resiliency, and reduce utility and operating expenses. The solutions can also assist colleges and universities to address their COVID-19 safety needs. In this session we will explore how the The P3 project development model and funding sources can be applied to existing campuses (large and small) to implement projects quickly and with no upfront cost to the institution.
Moderator Tad Guleserian, Managing Director, CRC Companies, LLC
Panel Jonathan Brown,Director, CEG Solutions LLC. Robert Johnson, Senior Vice President, Hannon Armstrong Jonathan Yates, Transaction Advice Practice Leader, Arup
2:15 PM - 2:45 PM Virtual Room 5: Howard University: The Role of The University In Shaping Community Development Howard University (HU), established in 1867, is a private, federally chartered historically black university (HBCU) located in the heart of Washington, D.C. The Howard University Campus is well established as the anchor to the Pleasant Plains and McMillan neighborhoods in which it resides, and in return – these neighborhoods serve as a supportive network connecting the campus to the greater D.C. transit, housing, and social infrastructure supporting urban connectivity. Within the past decade, HU has envisioned a further larger-scale mixed-use development partnership to create a blended urban public streetscape fabric to knit together the urban and campus social edge between HU and its bordering Georgia Avenue. In this conversation, we will engage representatives from Howard University and Planning Advisors to discuss the benefits of urban mixed-use development benefits that serve both the university and the community growth.
Moderator Todd Ray, Director of Higher Education, Page
Panel Derrek Niec-Williams, Executive Director Campus Planning, Architecture & Development, Howard University Anthony Freeman, Real Estate Executive Real Estate Development and Capital Asset Management, Howard University Jenifer Boss, Senior Director P3, Infrastructure and Real Estate Advisory, Hayat Brown Jay Brown, Managing Director, Hayat Brown
3:00 PM – 3:30 PM Virtual Room 1: 21st Century Campus Energy Transition: Overcoming Capital Cost and Mobilization Challenges – and What Role P3s Can Play With campuses facing shrinking budgets, growing deferred maintenance, and reliability challenges with a global need to rapidly reduce greenhouse gas emissions, this discussion with campus decision makers will focus on overcoming the scale and capital cost of transitioning to a 21st Century energy system. The technical solutions exist to address all these issues, but the transition will require significant capital – along with an operational paradigm shift. Not all problems are created equal, but the solutions must all work together, including examining the potential role of P3 business models.
Moderator Rob McKenna, Director of Energy and Utility Advisory Services, Brailsford & Dunlavey
Panel Wolfgang Bauer, Associate Vice President for Administration, Michigan State University Dave Chakraborty, Assistant Vice president for Facilities Management and Planning, Wellesley College
3:00 PM – 3:30 PM Virtual Room 2: Campus 2030 - What Now? With a global pandemic affecting every square inch of the earth, acceleration of climate change causing extreme weather events, social inequality and racial unrest along with economic uncertainty – students are absorbing every stressor imaginable. How are campuses adapting to the rapidly evolving demands to support their communities in this unprecedented time, both physically and mentally? Our session will examine the changing college student and discuss how the current environment is affecting a senior housing officer, campus housing operator, and a high school student’s vision for the campus of the future. We will explore what’s changed in their order of priority to remain relevant to student success for 2030 and beyond.
Moderator Jessica Figenholtz, Associate Principal, Higher Education Practice Leader, Perkins&Will
Panel Dr. T. J. Logan, Associate Vice President for Student Affairs, Temple University Sydney Schroeder, rising Senior, Niles West High School Bryan L. Shelangoski, ARM®, Senior Director, Real Estate Operations, Greystar
3:00 PM – 3:30 PM Virtual Room 3: On-Campus Hotels – The Benefits, Strategies, and Opportunities of the P3 Model The panel will examine the benefits and strategies of P3 hotel models on a stand-alone basis and also as part of a mixed–use development for campuses. Private financing and operations for operating hotels on campuses add an attractive method of providing a number of hotel amenities for schools, colleges and universities bringing knowledgeable developers and operators to provide P3 opportunities to these campuses. These developers are well connected to well operated hotel flags utilizing national booking systems and high quality operations and can provide on-campus rooms for visiting athletic teams, a venue for a variety of meetings, recruiting of students and faculty, guest faculty as well as a destination for local events utilizing meeting room and dining facilities and other public spaces. They can also provide a training ground for diversity initiatives in hotel management and operations. These facilities also can provide an opportunity for revenue sharing with the institution. The panel will consist of knowledgeable P3 professionals, developers and consultants with experience in hotel developments focused on campus destinations.
Moderator Denis Braham, Shareholder, Winstead PC
Panel Ramiro Albarran, Managing Director, Preston Hollow Capital, LLC David Dawson, Shareholder & CEO, Winstead PC Tony Peterman, Executive Vice President and National Practice Leader of Hotel P3 and Development, JLL Chad Sorensen, Managing Director, CHMWarnick 3:00 PM – 3:30 PM Virtual Room 4: Health on the Horizon: Creatively Delivering Health Sciences Facilities Investors are understandably concerned about the near-term uncertainty of certain P3 asset classes, including student housing, academic, and events spaces. However, university health sciences facilities and complexes may offer significant opportunities for institutions and surrounding communities. Two universities will discuss their plans to develop health sciences facilities combined with recycling underutilized assets for commercial development. These projects not only address critical academic needs but also invite public funding to address health care needs and disparities.
Moderator Jenifer Boss, Senior Director, Hayat Brown
Panel David Meadows, Sr. Vice President for Finance and Administrative Services & Chief Financial Officer, Carlow University Anthony Freeman, AVP/Sr Real Estate Advisor, Howard University Jay Brown, Managing Director, Hayat Brown
3:00 PM – 3:30 PM Virtual Room 5: Why Do a P3? Building the Business Case and "Selling It" to the Community What are the business considerations that a campus must review before starting the P3 process? Please join this session to hear a panel of experts discuss the elements that must be considered as the public builds out the business case for a public-private partnership. Also hear ideas about how to effectively communicate the business case to the community at large.
Moderator Mary Scott Nabers, President, Strategic Partnerships, Inc.
Panel David Alvarez, MURP, Vice President, CPM North America Jaime Díaz Pérez, Head of Business Development, ACCIONA Julian Gonsalves, Project Leader, WSP John Smolen, Of Counsel, Ballard Spahr LLP
3:45 PM – 4:15 PM Chief Housing Officers' Panel: What’s Keeping Us Up at Night? Responsibility for the on-campus residential experience is a new frontier in 2020. This session is a front-row seat to the daily event of what it takes to navigate a housing system during a global pandemic. What are the big headlines in student housing in the Fall of 2020? What are the issues surrounding dining? How are CHOs interfacing with campus COVID testing, quarantine, etc.? What has been surprising? Is there anything about today’s reality that feels like a permanent improvement?
Moderator Amy Aponte, Vice President, Balfour Beatty Campus Solutions
Panel Allan Blattner, Executive Director of Carolina Housing, The University of North Carolina at Chapel Hill Patty Martinez, Assistant VP for Student Affairs & Director of Division Operations, The University of Alabama at Birmingham Jeff Novak, Director of Housing, University of Wisconsin-Madison Alvin Sturdivant, EdD, Vice President for Student Development, Seattle University
4:15 PM – 5:15 PM Networking Happy Hour Special Thanks to Our 2020 Platinum Sponsors: Program Preview - Day 3: Friday, October 30, 2020 (note all sessions in ET)
12:00 PM – 12:45 PM ET Opening Session: The Future of On-Campus COVID Response The University of Illinois, Urbana-Champaign’s SHIELD target, test and tell protocol has rapidly risen as one of the most aggressive, and successful, models for testing and containing the COVID-19 virus. Students and staff are tested twice a week using non-invasive saliva testing, resulting in 15,000-17,000 tests a day. Campuses around the country are racing to deploy this protocol on their campus. Moderator Michael Schultz sits down for this one-on-one session with Alma R. Sealine, Executive Director of University Housing at UIUC, to hear her insights about leading a housing system in the context of the SHIELD protocol and to take your questions.
Presenters Alma R. Sealine, Executive Director of University Housing, The University of Illinois at Urbana-Champaign Michael Schultz, COVID-19 Coordinator, Southern Illinois University Edwardsville
*Special Thanks to Balfour Beatty Campus Solutions for helping organize today’s opening conversation
12:45 PM – 1:15 PM Virtual Room 1: What’s the Future for Your Sports Facilities – Is There a Future? Athletic facilities have long served as academic “glue”, bringing an entire university community together, and many campuses have put upgrades of their sports facilities on P3 wish lists long before COVID. What now? Are facility changes required to keep bringing people together? What trends will likely be permanent? How should revenue generation be gauged in this environment, where should tight budgets be focused for the greatest long-term impact, and what are the opportunities for P3 collaboration? Hear expert perspectives on coping with uncertainty, finding a path forward, and building resilience for your sports facility capital program.
Moderator Andrea Austin, Partner, Husch Blackwell
Panel Dan Barrett, Executive Vice President, CAA ICON Gerardo Prado, Sports Group Director, HNTB Dan Shell, President, Oak View Group Collegiate
1:30 PM – 2:00 PM Virtual Room 2: Weathering the Storm in Partnership COVID-19 has introduced uncertainties that no institution, developer, or investor could have ever foreseen when structuring, negotiating, and executing P3 project agreements. How can these parties work collaboratively to address this unforeseen situation without “throwing the baby out with the bathwater”? Join a panel of university, developer, and investor representatives in a discussion of how P3 agreements can survive the COVID-19 crisis.
Moderator Yaye-Mah Sar, Senior Director, Hayat Brown
Panel Michael Leonczyk, Director, Harrison Street Michael Masch, Vice President, Chief Financial Officer & Treasurer, Howard University Jay Brown, Managing Director, Hayat Brown
12:45 PM – 1:15 PM Virtual Room 3: Solving the Puzzle: Ensuring an Effective Project Delivery Selection Process No one project delivery method is right for every project. Whether a project is on- or off-campus, vertical or horizontal, college and university project owners will want to utilize a robust project delivery method selection processes to ensure that it selects the right delivery method. In this session, our panelists will draw on their years of experience to discuss best practices for delivery method selection processes, including key factors to consider in relation to the potential use of P3 as a delivery tool.
Moderator Jennifer Bales Drake, Shareholder, Becker
Panel Noel Brinkman, SVP, Public/Private Partnerships, American Campus Communities Stacey Mawson, Director – Infrastructure & Project Finance, Fitch Ratings Gary S. Moriarty, AIA, NCARBy, Regional Business Development Manager, Swinerton Gillian Schloss, Director, Plenary 12:45 PM – 1:15 PM Virtual Room 4: University and College On-Campus and Campus Edge Retail in 2020 College and university retail environments have historically been viewed by students, faculty, staff, visiting alumni and the surrounding community as a gathering place within the larger trade area. As institutions of higher education, retailers and the development community wrap their arms around the challenges created by the current pandemic, what are the opportunities and obstacles presented and how do organizations view P3 retail relationships going forward in this environment? This panel will also identify unforeseen benefits that have arisen as a result of the pandemic and new realities within on-campus and campus edge retail.
Moderator Matthew Stein, Vice President & Director, MSC University
Panel Nick Bayer, Founder & CEO, Saxbys Christian Braddock, Manager, Corporate Development - Non-Traditional Stores, 7-Eleven Danielle Bruno, Real Estate Analyst, Five Below
12:45 PM – 1:15 PM Virtual Room 5: COVID-19 Credit Impacts on Privatized Student Housing, Parking, Utility, and Other Higher Education P3s The disruption of the higher education sector has credit implications for university P3s of all types across the country. Projects in various stages of development have been affected differently. As universities adjust their reopening plans and de-densify their campuses, some student housing projects are struggling while others are managing the uncertainty, so far, but what will the spring bring? How are P3s, especially student housing, faring for the 2020-2021 academic year? Will the current pandemic fundamentally change campus planning and the use of P3s? What are the longer-term prospects for university P3s, including utility and parking projects, increasing as the monetization of existing assets becomes more common? How do P3s affect a university’s credit and vice versa?
Presenters Dennis Gephardt, VP-Senior Credit Officer, Higher Education and Not-for-Profit Team, Moody's Investors Service John Medina, VP-Senior Credit Officer, Global Project and Infrastructure Finance Team, Moody's Investors Service Tom Song, AVP-Analyst, Public Finance Housing and State Revolving Fund Team, Moody's Investors Service
1:15 PM – 2:00 PM Virtual Room 1: Modernizing the Higher Education Facilities Department Facilities management is increasingly rising to the forefront of university strategy, as higher education institutions recognize the importance of their physical assets to their long-term financial viability and ability to attract and serve top students and faculty. However, while the demands on facilities organizations have increased, often budgets have not been aligned accordingly. Many departments are facing growing and seemingly insurmountable deferred maintenance backlogs, have a large and diverse workforce with unique needs, and outdated tools and ways of working. The current COVID-19 situation has further exacerbated these challenges. Leaders of facilities organizations need new perspectives and tools to adapt their organizations to this new reality, and strategies to transform their capabilities to become more efficient and effective. This panel will explore how leading facilities departments are working to address these challenges in their organizations and explore effective strategies to evolve facilities management approaches to achieve long term success.
Moderator Tom Hiddemen, Managing Director, Infrastructure Strategy, KPMG LLP
Panel Paul Goodman, Associate Vice President for Facilities, University of Texas at San Antonio Jim Jackson, Associate Vice Chancellor, University Operations, University of Nebraska, APPA President 2020-2021 Bob Reuning, Associate Vice President and Chief Facilities Officer, University of Maryland
1:30 PM – 2:00 PM Virtual Room 2: Rising to the Challenge: Aligning the P3 Structure to the COVID Stress Points With universities grappling with varying degrees of financial stress and operational disruption because of the coronavirus, many are reassessing near-term capital needs and financing strategies, and looking to enhance financing options, shift operating costs, leverage assets and capitalize on private-sector expertise. We take a deep dive into the financial stress created by COVID and the best structure (legal, financial, and operational) to align with the challenges.
Moderator Julie Skolnicki, Senior Managing Director, University Partnerships, Greystar
Panel Simon P.M. Allen, Associate Vice President for Asset Management, Cornell University Gavin Leach, Vice President for Finance and Administration, Northern Michigan University Lindsay Stowell, Executive Vice President, Public Institutions and Higher Education, JLL Kalbert Young, Vice President for Budget & Finance, Chief Financial Officer, University of Hawaii System
1:30 PM – 2:00 PM Virtual Room 3: Sustainability Planning and Organizing Campus Priorities Sustainability is a seemingly simple word, yet with so many facets, opportunities, and economic, environmental and social implications, how can higher education institutions create real value from meaningfully embedding sustainability into campus and academic life, particularly at a time when financial, environmental, and social stressors are at an all-time high? The panel of leading specialists in this field will cover both environmental and operational focus areas, as well as measures and benefits relating to people, communities, and affordability. We’ll look at the realities of sustainability planning and delivery in today’s world and examine how partnerships can add value to university's sustainability missions.
Moderator Stephen Auton-Smith, Managing Director, Ernst & Young Infrastructure Advisors, LLC
Panel Fahmida A. Bangert, Director, Office of Sustainability and Business Services, Stanford University Julian Dautremont, Director of Programs, AASHE Nurit Katz, Chief Sustainability Officer, UCLA Meghan Riesterer, Assistant Vice President, Campus Energy and Sustainability, Oberlin College and Conservatory
1:30 PM – 2:00 PM Virtual Room 4: The Power of Design in This Moment There is a certain uniqueness about planning and designing campus facilities in 2020. In addition to the impacts of COVID-19 on higher education, issues around wellness, mental and physical ability, affordability, access, race, equity, and climate are intersecting in novel ways. Panelists will share their approach to planning and designing for wellness, the human-nature connection, and shaping inclusive environments.
Moderator Amy Aponte, Vice President, Balfour Beatty Campus Solutions
Panel Steve McDowell, FAIA LEED AP BD+C, Principal, BNIM Sweta Meier, AIA, NCARB, Principal, WORKSHOP Architects Jan van den Kieboom, AIA, NCARB, Senior Principal, WORKSHOP Architects
1:30 PM – 2:00 PM Virtual Room 5: COVID-19 Higher Education and the Impact on Funding and Financing This session explores the impact of COVID in both the near and long term for the financing of projects. We review how financing models are changing and how traditional project finance programs compare to other P3 tools, such as concession agreements that are more common in other sectors. Lastly, we examine which P3 structures work best for a specific project or to meet the specific goals of the campus and will delve into how different structures impact project viability, the return to the institution; and credit profiles and balance sheet.
Moderator Sia Kusha, Group Head, Project Development and Partnering, Plenary
Panel Archie Chandrasekhar, Director, Citigroup Orion Fulton, Social Infrastructure and Real Estate Leader, Arup Advisory, Inc Sabrina Karim, Director, Asset Development, Kiewit Development
2:00 PM – 2:15 PM Networking Break / Virtual Expo Hall / Digital 1 on 1s Special Thanks to Our 2020 Platinum Sponsors:
2:15 PM – 2:45 PM Virtual Room 1: Starter Home: First-Time, On-Campus Housing in the Pandemic This dynamic, interactive session will address the effects of the pandemic on first-time, on-campus P3 student housing projects. What has changed? What remains the same? What are the potential long-term impacts? Participants will provide their perspectives from planning, investment, operations, P3 ownership, and performance measures.
Moderator Ann Volz, Senior Project Executive, The Scion Group
Panel Mark Angelov, Partner, Arent Fox Margaret Temple, Director of Operations, National Campus and Community Development Corporation (NCCD) Dr. Derek Vergara, Dean of Students, Orange Coast College Nick Waugh, Director, Stifel
2:15 PM – 2:45 PM Virtual Room 2: The Ohio State University Energy Concession Please join Christopher Miller, Partner at Ice Miller, with Thomas Komlanc of OSU in a fireside chat to dive into some of the details of The Ohio State University (“OSU”) Energy Concession project (the “Project”). As a key team member on the Project, Christopher Miller worked extensively with the bidders and key technical and organizational stakeholders to identify and quantify the complex demands on the power system and needs of OSU to ensure that the long term service level and governance agreements and requirements protected OSU’s operational flexibility and stability while balancing the project financial goals of OSU with the investment concerns of the bidders in facilitating the private concession of OSU’s energy and utility systems. The transaction with Ohio State Energy Partners utilized a 50-year lease agreement to provide OSU a $1.015 billion upfront payment, a $150 million commitment to support OSU academics, and a goal of improving OSU energy efficiency by at least 25% in the first 10 years of the agreement.”
Moderator Seth Miller Gabriel, BDO
Panel Thomas Komlanc, University Engineer, Ohio State University Christopher Miller, Partner, Ice Miller
2:15 PM – 2:45 PM Virtual Room 3: Innovation and Partnership: How MSU is Leading the Growth of Innovation Districts to Add Value On & Off-Campus This panel discussion will cover the successful development of a medical innovation district at MSU Grand Rapids through a P3 delivery model. We will identify how each partner has evolved in their project engagement through past experience to achieve a fast-paced, high-performing P3 program. The panel includes representatives across all aspects of the project – university, developer, contractor, and investor.
This session was produced in partnership with the Young Professionals in Infrastructure (YPI).
Moderator Teresa Miller, Program Manager, Rockford Walsh CJV
Panel Dick Temple, AIA, LEED AP, Facilities Planner and Project Administrator, Michigan State University Michael Mraz, President, Real Estate, HIP | Rockford Construction Michael Leonczyk, Director, Harrison Street
2:15 PM – 2:45 PM Virtual Room 4: Getting Started: Key First Steps to Pursuing a New Facilities Project “Getting Started” presents an effective strategy for preparing for project procurement and helps public agencies prepare for the use of consultants. It also identifies key considerations when comparing development approaches and demystifies common P3 industry concepts by defining them. This session will also present several exercises that help public agencies coalesce around a project and find the delivery method that is best suited for their project.
Presenter Matt Calcavecchia, Vice President, Public Facilities Group
2:15 PM – 2:45 PM Virtual Room 5: Best Practices in Deal Structuring & Contract Management The basis of all good public-private partnerships is in the structuring of the deal and the management and oversight of the contract. During this session a panel of developers, P3 experts, and builders will discuss the basics and best practices for deal structuring, contract management, and the long-term success of a P3.
3:00 PM – 3:30 PM P3 Q&A: What are the Next Steps. Where to Go from Here? Join us for an interactive closing conversation specifically tailored to audience questions and answers about P3s. Attendees will have the opportunity to submit questions about this year’s program in advance and also join in the recap of major themes, benefits, values, and applications of P3s in an open dialogue; and consider next steps.
Presenters Lisa Buglione, Executive Director, AIAI Bill Hvidt, Principal, The Hvidt Group
3:30 PM – 4:30 PM Networking Happy Hour Special Thanks to Our 2020 Platinum Sponsors: 4:30 PM Summit Ends: All Sessions Available On-Demand Through November 30th
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