Are public/private partnerships the right choice for financing your campus projects and new facilities?
Declining appropriations and continued strain on most revenue sources make partnerships with private entities an attractive option for financing new campus facilities. But before forming partnerships, an institution must understand various structures and options, as well as possible implications of the partnerships on risk profile, debt capacity, credit rating, and even town-gown relations.
Join us in San Diego to learn how you can build partnerships with builders, financiers, property managers, and your community that will help minimize your institution’s financial risk and bring new opportunities to your physical campus. This program will cover a variety of financing models and delivery methods and highlight a diverse sample of recent campus projects.
Our team of expert instructors will present practical advice and information on the following:
There is also a post-conference workshop titled "The Smart RFP." See the complete agenda for details.
This interactive conference was designed specifically for business officers, directors of capital planning, and real estate management professionals. Its design also takes institutional leaders with facilities, finance, or planning responsibilities into consideration. Institutional leaders, including presidents or trustees with facilities, finance, or planning responsibilities, will also benefit.
Institutions that are updating or developing campus master plans, are considering the use of a private partner to fund facilities, or are in the early stages of establishing a private partnership to fund facilities will benefit most from this conference.
Recommended CPE Credits: 12.0 for main conference, 3.5 for workshop Delivery Method: Group-Live Prerequisites: None Program Level: Basic
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We want you to be satisfied with your Academic Impressions learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We’ll credit the full amount you paid toward another AI program that may better fit your needs.
Learning Outcome:After participating in this conference, you will be able to make more informed decisions concerning your capital projects and institutional goals.
Each public/private partnership carries a host of consequential decisions. The impact of one structural decision, be it financial or operational, could have sincere repercussions to the nature of your arrangement for students and administration. This session will be an opportunity for you to sit in on conversation about tips and best practice considerations pertaining to:
Organizing a successful P3 project requires the ability to communicate the project to potential partners through the RFP. Designing the document should not be left to the lawyers, even though a lot of required boilerplate language is necessary. In this workshop, we will discuss the key decisions you must make before crafting your RFP, and we will offer a checklist to help you outline an RFP that includes considerations for both on-campus and off-campus projects. We’ll also examine emerging trends in public/private partnership agreements and how these trends should impact your RFP.
In advance of the workshop, you’ll receive a reading list of sample higher education RFPs to help you develop more detailed questions. Following the workshop, you’ll be able to incorporate key components into your RFP into the achievement of project and institutional goals.
Eva is a vice president on Moody’s Higher Education and Not-for-Profit Team. She covers the ratings of higher education and not-for-profit institutions across the US, particularly in the western states. Eva has authored multiple publications including Moody’s higher education annual outlook and special comments on the topics of Title IX, sequestration, student loans, philanthropic giving and the impact of need-blind admissions.
Prior to joining Moody’s, Eva held positions at Empire State Development Corporation, managing economic development financial incentives to New York State businesses and major institutions, and at New York University. Eva holds an A.B. from Middlebury College and an M.B.A. from New York University with a concentration in economics and management.
Jay Brown leads the Public Sector Real Estate Services practice specializing in strategic, transactional, and public/private real estate services to government and quasi-government entities. With over 23 years of public sector and real estate experience, Mr. Brown has performed and overseen numerous public-private transactions and asset repositioning strategies to help public sector clients generate revenue, reduce costs, and create jobs.
Mr. Brown is an active participant in several public-private real estate associations, including the Urban Land Institute’s (ULI) Public Development & Infrastructure Council, the Association of Defense Communities (ADC), National Council for Public-Private Partnerships (NCPPP), and the Federal Real Property Association (FRPA).
John Finke has more than 35 years’ experience in local government, nonprofit management, private sector development, and financing public private partnerships. John has used tax exempt 63-20 and 501(c)(3) bonds to finance and develop more than 1,600,000 sq ft of government and university offices, 750,000 sq ft of medical offices, 400,000 sq ft of research laboratories, 2,500 spaces of structured parking facilities for public institutions and 1,100 units of student housing. These award-winning projects total more than $2 Billion in direct development costs.
Mr. Gilbride focuses his practice on large, multifaceted commercial real estate development projects. He co-chairs Hodgson Russ’s College & University Practice Group and has significant experience in public/private partnerships, student housing development, construction and financing, hotel acquisition and financing transactions, nonprofit-sponsored real estate development projects, sports facility leasing and development, industrial development agency projects, commercial real estate financing transactions, and commercial leasing. Mr. Gilbride also devotes a portion of his practice to construction law matters, regularly representing owners and developers in construction and architect contract negotiations.
Mr. Gilbride is a member of the National Association of College and University Attorneys. He recently authored "P3 Development at Public Colleges and Universities: A Big Picture Perspective" for a National Association of College and University Attorneys conference.
Mr. Graham joined JLL in March 2014 as a Senior Vice President with the Public Institutions group. Located in San Diego, CA, he provides real estate, development and neighborhood revitalization advisory services to public sector and higher education clients in the western United States. He is currently managing a strategic engagement for the Port of San Diego in the redevelopment of its 530-acre waterfront master plan in the City of Chula Vista, which is anticipated to encompass thousands of hotel rooms, a convention center, and hundreds of thousands of square feet of retail and office space, parks and promenades, and a fire station. Other current assignments include a campus financing and development strategy for California State University Channel Islands and a downtown revitalization and implementation strategy for the City of Lynnwood, Washington.
Mr. Hunt is a member of JLL’s Public Institutions group located in Seattle, WA and is responsible for representing the team in the Western United States. His core focus is to help organizations link their real estate and facilities strategy to their overall business strategy. He is skilled at translating organizational needs into business cases and actionable performance criteria to support the planning, implementation and measurement of real estate and workplace strategies.
Steven Parfeniuk is the Vice-President of Finance and Administration at Sheridan College. Steven holds a Bachelor of Commerce from McMAster University and a Masters of Arts in Educational Leadership from Royal Roads University. Steven also is a Certified Public Accountant and a Certified Management Accountant. Steven will begin a doctoral program at Royal Road University in the Winter of 2014. Steven has held senior leadership positions in education for more than 20 years and has been at Sheridan College Institute of Technology and Advanced Learning since 2010. Over the past 20 years Steven has been responsible for negotiating public private partnerships in several Ontario communities including Thunder Bay, Burlington, Mississauga, and Brampton. Steven is an avid triathlete and a four-time ironman finisher.
Jim G. Short is responsible for providing public/private solutions to colleges and universities nationwide. In this role, Mr. Short presents capital and structuring expertise to the higher education market for a variety of on-campus development projects including student housing, parking facilities, classroom and administrative buildings, and other infrastructure needs.
Prior to joining Balfour Beatty Campus Solutions, Mr. Short served as the US division president and board chairman for Campus Living Villages, a national leader in the privatized management and development of on-campus student housing, part of a global student housing network spanning the United States, Australia, the United Kingdom, and New Zealand. In this role, he was responsible for company integration following mergers, assembly of business development teams, overseeing two new developments and six acquisitions, and growth of the company from $36 million in revenue from fiscal 2006 to $81 million in revenue for fiscal 2011.
Ms. Skolnicki, EdR’s senior VP of university partnerships, is a nationally recognized industry leader, lecturing and writing extensively on team development, planning, financing, procurement and management of collegiate housing development projects. She oversees the development of the company’s on-campus student housing communities. Ms. Skolnicki has focused her career on creating dynamic student-life environments driven by institutional objectives. She came to EdR in 2013 with 15 years of higher education planning and implementation experience at Brailsford & Dunlavey (B&D), the University of Cincinnati and Turner Construction. Ms. Skolnicki has managed the master planning and implementation of more than 100 student life facilities on 50+ campuses resulting in over $2 billion in development. She received her B.A. in architecture from the University of Cincinnati and a construction management certificate from Harvard University. Ms. Skolnicki is an Ohio-registered architect and a Leadership in Energy and Environmental Design (LEED) Accredited Professional.
Jason Taylor has more than a dozen years combined experience in consulting, project management, and marketing communications – all focused on campus housing. He has worked with more than 70 educational institutions, not-for-profit foundations, and private developers on issues related to demand and feasibility, program development, financial modeling, and other aspects of planning and operations.
Mr. Taylor has participated in numerous presentations, symposia, and panel discussions at regional and national conferences of organizations for student housing and higher-education professionals in the United States and Canada. He has authored an opinion article on changes in the rating agency view of affiliated student housing projects and co-authored a white paper on non-traditional student housing partnerships.
Earlier, as a public affairs and marketing advisor for University Housing at the University of Michigan, Mr. Taylor coordinated the marketing and public relations efforts of the sixth-largest campus housing system in the United States.
Nicholas Vaskov serves as System Counsel and Director of Real Estate Planning for the Nevada System of Higher Education (NSHE) - a unitary system composed of two universities, a state college, four community colleges, and a research institution that serves over 100,000 students. Prior to joining NSHE in 2013, Nicholas was in private practice with a major southwest regional law firm. Prior to that, he served as Assistant City Attorney, and later the appointed City Attorney, for the City of North Las Vegas focusing on land use and development during a period in which the city was one of the fastest growing in the country.
Over the past six years, John has been responsible for developing various aspects of the public private partnership with Marshall University and Capstone on-Campus Management. Prior to joining Marshall University, John held senior leadership positions at the University of Massachusetts, Louisiana State University, and the University of Miami and has been at Marshall University since 2009. He has collaborated on manuscripts for ACUHO-I, NASPA, and the American Association of Community Colleges. John holds a Master of Arts from Louisiana State University and recently completed his doctorate in Educational Leadership from Marshall University in 2013.
San Diego Marriott La Jolla4240 La Jolla Village Dr.La Jolla, CA 92037
To reserve your room, please call 858-587-1414. Please indicate that you are with the Academic Impressions group to receive the group rate.
The rate is $189 for single or double occupancy, plus applicable tax.
A room block has been reserved for the nights of January 25 and 26, 2015.
Make your reservations prior to January 5, 2015. There are a limited number of rooms available at the conference rate. Please make your reservations early.
San Diego Marriott La Jolla is located in San Diego's Golden Triangle. The hotel is near the University of California at San Diego and Scripps Research Institute. The hotel offers convenient access to La Jolla Shores, with its boutique shopping, art galleries, and restaurants all overlooking the La Jolla Cove. Just a short distance away, guests can use the skywalk to reach neighboring University Towne Centre, which features shopping, dining, and even an ice rink. Guests also have several on-site eateries to choose from during their stay.
The hotel is approximately 15 miles from San Diego International Airport (SAN).
Transportation options from SAN to San Diego Marriott La Jolla include:
Great presentations, well organized. Very informative!
The conference was pragmatic and forward thinking. Excellent topic and well sequenced.
University of West Florida
A very informative conference that was able to offer valuable insights from multiple P3 perspectives.
Director of Finance, Corvias Campus Living
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