Join industry leaders for breakfast and an interactive conversation specifically tailored to the needs of educational establishments evaluating P3s. This pre-summit session is designed for those beginning to explore P3s, helping them understand where P3s can be applicable; and how they can save money and time when dealing with upgrades, repairs, and maintenance. Learn when P3s do or do not make sense, and what major considerations need to be made once choosing this route.

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In this session the co-leaders of development advisory firm Brailsford & Dunlavey’s higher education practice, Jeff Turner and Brad Noyes, will provide an overview of recent market activity from the firm’s annual “P3 State of the Industry Report.” Showcasing how the industry has bounced back from Covid-19, the findings will include the number of deals, average deal size, geographic and public/private breakdowns, and diversification within deal structures among other data points. With higher Ed P3 deals getting larger and more complex, Jeff and Brad will also look ahead and discuss how higher interest rates, supply chain shortages and other issues could impact future deals. Furthermore, the audience will have the opportunity to hear directly from school leaders who have managed various challenges while navigating through their recent P3 projects.

Given the current market conditions, bringing a P3 project from procurement to successful completion can be a challenge. Clear and efficient communication between project counterparties is key in preventing performance issues. This panel will take a look at the potential structures, importance of early warning systems and guard rails that could be used to address these challenges and prevent project failure.

As universities continue to manage aging infrastructure and changing market needs, innovative planning approaches are essential. Beginning in June 2021, The University of Texas at San Antonio (UTSA) launched a robust visioning process for the future of the Institute of Texan Cultures (ITC) Museum. Through a community engagement process and three Task Force working groups, a Steering Committee developed three conceptual scenarios including options for relocation, building modification, or using a distributed model. 

Join this engaging panel conversation to learn more about the visioning process, how to effectively integrate public feedback in the planning process, and the decisions and data required to effectively engage the market. Panelists will discuss the next steps needed in an evaluative process to advance from conceptual scenarios to an action plan.

As campus utility P3 agreements become a popular vehicle for educational facilities to invest in utility infrastructure systems, this panel explores how current asset condition and strategic priorities can guide an assessment, procurement, and negotiation process. The panel, including higher education representatives from two of the most recently closed campus utility P3 transactions and industry experts, will reflect on their experiences to provide insights to others who may be considering utility infrastructure upgrades.

With rising costs, supply chain issues and labor shortages, many colleges and universities are considering the best time to invest in much needed campus housing. This presentation will discuss the forces driving the need for campus housing, the approaches that institutions are taking to acquire, build or defer their decisions, and what role P3s are playing in the process.

As part of our P3Direct Public Sector Education Initiative, AIAI presents a series of bootcamps to provide a deeper dive into key areas of interest to owners. The first in the series will focus on the finance aspect of a P3, and examine the use of PABS, TIFIA, taxable debt, and other financing tools.

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Continuing its Race to Excellence under Dr. Aminta Breaux’s leadership, BSU has prioritized creating space for student success. Via P3, Maryland’s oldest HBCU developed an Entrepreneurship Living-Learning Community. This 170,000 sf, 557-bed ELLC is an inclusive and engaging community where students can create, innovate, network, and immerse themselves in the entrepreneurial ecosystem. Home to BSU’s Entrepreneurship Academy and Bowie Business Innovation Center, the facility provides tech-infused classrooms, a makerspace, and incubators for business development giving students, faculty, alumni and business owners a place to build an entrepreneurial mindset, pursue prototype development, and gain support for putting their ideas into action.

How do you scale financing from $30M to $300M while allowing for innovation, speed, and execution? This panel will discuss several innovative concepts in private finance that offers campus administrators a more palatable pathway toward “eating the energy elephant.” We will highlight the benefits and challenges of the P3 model compared to more traditional procurement models when considering a campus energy project.

There are certain business considerations that a government must review before starting the P3 process. In this panel we will discuss the elements that should be considered as the public builds out the business case for a P3. In addition, panelists will share ways to effectively communicate the business case to the community at large.

Gilbane is leading a transformative three-year, $200 million campus housing initiative at Eastern Michigan University (EMU). By completely transforming existing on-campus student housing and creating new housing, the project will assure that EMU students are equipped with the most up-to-date learning technology to excel academically while living on campus. This panel will discuss the creative public-private partnership developed to align interests and transfer risk from EMU, including Gilbane’s formation of an on-campus facility and property management platform that dovetails with all existing on-campus departments and includes Finance and Administration, Housing and Residence Life, Facility/Plant/Maintenance, Faculty Senate and Student Government.

In January 2022, Tulane University entered into an innovative 30-year Energy-as-a-Service concession with Bernhard to provide upfront capital improvements to enhance the efficiency, resilience and reliability of Tulane’s campus energy infrastructure. The project represents a pathbreaking approach to long-term energy partnerships, providing critical resiliency and sustainability improvements and commitments, including decarbonization as a service to the University to meet strict and aggressive phased GHG reduction milestones and transferring long-term operational responsibilities and risks to Bernhard. Upfront capital improvements are expected to significantly increase the resiliency of Tulane’s campus infrastructure, a key requirement for the campus, given climate related risks in the region such as hurricanes. The project will also guarantee the reduction of Tulane’s energy consumption and utility costs, and significantly reduce cumulative annual Greenhouse Gas (GHG) emissions. The improvements include a wide range of upgrades to the University’s energy infrastructure, including lighting, combined heat and power, standby electrical power, building automation, heating water, steam, and domestic and chilled water. The unique combination of distributed generation and energy efficiency strategies will reduce the university’s total utilities consumption by over 30% and peak electrical grid demand by nearly 50%.

The panel reflects on lessons learned as well as a discussion around how the University and Bernhard may find and facilitate further decarbonization opportunities through the partnership and offers insights for other universities contemplating similar transactions. This panel brings together the key transaction principals and advisors from both the University and Bernhard to discuss key transaction motivations, value drivers, risks and key issues resolved to yield a successful transaction.

A P3 procurement model is a combination of design, construction, financing, operations, and maintenance. This panel will examine the key issues that public agencies must consider when conducting a project procurement - structuring the agreement, conducting a fair and competitive procurement process, and negotiating a final agreement that is transparent and protects the public interest.

Unique in its goal to combine academic education and research and commercial partner space within one integrated environment, Fuse at Mason Square is peerless across the development spectrum, from design, through financial structuring, and into facility operations. Panelists from the university, financing partners, developer, design team, brokerage team, and industry will discuss overcoming obstacles and the benefits and advantages to be achieved by the university and the private development team.

P3 energy projects are a top consideration for many higher education institutions in their central plant procurement strategies - whether they are looking to expand green energy consumption, secure energy sources, or monetize assets through an energy concession agreement. But once the deal is signed, how do they navigate unanticipated obstacles and the complexity of the project? This session will explore common issues that occur in P3 deals and how to handle them through governance processes.

The basis of all good public-private partnerships is in the structuring of the deal and the management/oversight of the contract and efficient financing. During this session, both public and private sector experts will discuss the basic and best practices for P3 deal structuring. They will also share their views on the best practices for contract management for the long-term success of a P3.

Join Cedarville Engineering Group's team of engineering experts to learn about using geospatial data and technology to identify and mitigate campus infrastructure vulnerabilities and liabilities. Using project data and case studies the team from CEG will demonstrate how geospatial tools such as drones, GIS, and reality models can help answer questions like:

• Are our high-value assets (lab equipment, research projects, historic documents, data storage, etc.) susceptible to flooding or fire?
• Does our stormwater system pose an ecological threat to surrounding properties or water bodies?
• Do we know if our building fire suppression systems will function if there is a water main break or shut down for construction?
• Can our wastewater system handle increased density in student housing?

The goal of the session is to equip facility owners and managers with the geospatial terminology background and tools to help identify potential applications and initiate a discussion between operations, planning, design, and construction teams.

High school students and their families are embracing HBCUs in record numbers for their unique culture and proud heritage. These students also expect a modern educational experience complete with new buildings and campus amenities. While many HBCUs have recently experienced record applications, others are still wrestling with financial stresses, declining enrollment, and aging buildings and campus infrastructure.

This panel will discuss how various HBCUs are partnering with the private sector to monetize real estate assets, develop new income streams, and utilize alternative project financing/delivery models to address deferred maintenance, outdated facilities, and construct new academic buildings (STEM in particular).

Once a new district energy project reaches financial and commercial close, the real work begins. Managing the transition to a new private operator is easier to document in writing than to manage in person. Retaining existing employees, establishing new procedures, working relationships and trust can be complicated. KPIs and contract requirements agreed to before key parties meet, before all parts of an existing system are fully inspected, and well before new assets are constructed and commissioned may need modifying after the detailed system condition is known, after the new assets interact with the existing system and after we understand how real people will work together. We’ll discuss lessons learned from recent projects where the relationship between parties was essential to moving through the operating transition phase and how these lessons learned are being applied to new projects.

Building a successful procurement and delivering a project demands the right partners. When running a P3 procurement, the public sector project manager could potentially spend more time with your advisors than you will with your own family, so you need to pick your advisor carefully. In this session we explore the core skillsets and areas of expertise you'll want to engage as you move your project forward.

An evening reception before you head out for dinner. Please join us for this special networking event for all Summit attendees.

Please join us at the P3 Higher Education Summit for this exclusive event specifically for the HBCU Community. In this small group session, industry professionals from a variety of disciplines will discuss key considerations for institutions evaluating the use of P3 or alternative delivery solutions for capital projects, with a special emphasis on the unique needs of HBCUs. This open forum is designed to provide attendees with an opportunity to interact with and pose questions to real estate, legal, development and advisory professionals in an intimate setting.

Click here to register for the forum.

This bootcamp will cover how P3 counterparties allocate and price risk and how approaching the topic of O&M early on drives value and appropriately addresses the asset’s long-term goals. This conversation is designed for audience engagement and dialogue is encouraged, so bring your questions!

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As higher ed achieves greater equity outcomes through P3 procurements, school districts across the U.S. are beginning look to the P3 model for similar results. What are the opportunities for K-12 schools, and what are the challenges? Join our noted panel of experts for an engaging discussion on equity and the P3 model for our schools.

As our schools and communities continue to face an ever-growing number of natural and human-made threats, it is essential to recognize that comprehensive school safety goes far beyond just physical security. Reimagining the learning environment for our children has become the focus of many communities around the country. Join this group of experts as they share their vision and innovative approach to providing Safe, Secure, and Sustainable Schools.

The University of Toledo recently utilized an all tax-exempt debt structure to unlock significant value from its parking system through a 35-year long term lease and concession agreement. This panel will uncover what a P3 looks like without an equiy investor, lessons learned spanning procurement through implementation, benefits beyond the initial capital infusion, and how the parking system feels to students and faculty today.

Join our panel of experts as they discuss lessons learned from the trenches. Seth Miller Gabriel, co-lead of BDO P3 Team, and previous Executive Director of the Office of Public-Private Partnerships for the District of Columbia will lead a panel of experts with vast experience in structuring and bringing P3 projects to successful completion. Speakers will focus on key questions and considerations throughout the development of a project, where some of the challenges may lie and how to overcome them.

Coming out of the pandemic, many universities and colleges are looking to maintain existing revenue streams while creating new revenue opportunities. These institutions of higher learning are now realizing that their physical spaces and programmatic offerings are no longer an insular amenity only servicing students, faculty and staff; but also an outward facing amenity that can benefit the entire surrounding community. Learn how Michaels Student Living is working with universities/colleges to monetize their land/redevelopment assets to create financial benefit for a university/college to further support its academic mission, while creating a diverse community across all ages groups and varying economic levels that promotes an environment of lifelong learning and long term revenues for the institution.

Setting and meeting emissions reductions and sustainability goals can present real challenges to traditional deal structures.  Moving beyond limitations of the “pay from savings” models, decarbonization challenges typically exceed the capabilities of the ESCO model. P3 or as-a-Service models provide a way to guarantee you will meet your sustainability commitments, respond to growing expectations from students and staff and addressing deferred maintenance. Join us for a discussion with members on the delivery side and educational sectors to see if this model is right for you.

Much of the discussion around public-private partnerships focuses on the “private” part of the transaction. But sponsors must have a clear-eyed assessment of the resources that will be essential to project success. This panel will offer experienced-based observations on what it takes from the public side and what can happen when owners and the advisors in place do not have the necessary experience to bring a project to successful completion.

AIAI’s final bootcamp at this summit will address the types of risk, how risk transfer can deliver value, and the best practices for allocation and mitigation to ensure project success. 

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A P3 framework has enabled Georgetown University's campus and the concessionaire to co-design a decarbonization roadmap aligned with the university’s goals and constraints, while also providing a mechanism to plan, finance and execute the key projects identified. The team will discuss benefits of creating decarbonization plans within a P3 structure, describe the methodology used to build the roadmap, and give examples of ongoing projects that can advance higher education facilities toward the path to carbon neutrality.

Innovation districts are a public-private partnership model that merge the innovation potential of research-oriented universities and the economic strength of industry partners in a physical environment that facilitates the creation and commercialization of new ideas. This panel presentation will discuss the guiding principles for creating an innovation district and the financial rewards that can be reaped by participating universities and their technology transfer offices.

Face it, we all slow down and look when there’s a car wreck - everyone wants to know what happened and what someone did wrong. In our P3 world, no one wants to be the owner of a failed P3, calling the AAA of advisors to help tow the wreckage. Keeping the wheels on the proverbial P3 bus over the multiple years it takes to put a deal together requires finesse, hindsight, foresight, prescience, omniscience, stamina and a sense of humor. Our panel will discuss how to structure a transaction process to get to financial close and how to avoid common pitfalls along the way, including “never do this…” observations from advisors and developers who have seen and heard it all. This is your chance to get ‘fly on the wall’ intel about best habits, gold star moments, head-scratchers, and more when it comes to negotiations, champions, time-sucks, fielding a team, and every aspect of getting the transaction process right in order to get the right deals done.

Join industry leaders and AIAI members for an interactive conversation specifically tailored to audience questions and answers about P3s. Attendees will have the opportunity to submit questions in advance and also join in the discussion of the benefits, values, and applications of P3s in an open dialogue.

Join us next year back in San Diego, November 16-17, 2023.