P3 Bootcamp

Agenda

Philadelphia | May 2-3, 2017 | Host: Ballard Spahr LLP

Day 1 — Tuesday, May 2 (2:00 to 5:00 p.m.)

Welcome Remarks and P3Bootcamp Overview (2:00 to 2:10 p.m.)
Speakers: Steve Park, Partner, Ballard Spahr LLP Paul Kalomiris, Deputy Director, NCPPP The Framework of Public-Private Partnerships (2:10 to 3:10 p.m.)

• What is a P3?
• How do P3s differ from traditional privatization and procurement processes?
• What are the different structures for P3 transactions (mid-term to long-term O&M contracts;design, build, operate and maintain (DBOM) contracts; design, build, finance, operate and maintain (DBFOM) transactions; concession, lease and franchise transactions)?

First Steps in the Process (3:10 to 4:10 p.m.)
Speakers: John Smolen, Partner, Nossaman LLP Tim Weston, Partner, K&L Gates LLP P3

• Preparing the agency. Identifying a P3 champion.
• Identifying and marshaling the resources required to implement a successful P3.
• Evaluating whether the agency has sufficient legal authority for a P3, and what procurement procedures apply.
• Bringing and keeping stakeholders on board.
• Implementing an active communications plan.

Market Trends (4:10 to 5:00 p.m.)
Speakers: Mike Schutt, Vice President, Plenary Group, Thomas Dooney, Managing Director, Bostonia Partners LLC

• Where is the P3 market headed?
• What sectors are primed for P3 growth?
• How will the market trends affect your approach to projects?

Networking Reception (5:00 to 6:00 p.m.)

Day 2 — Wednesday, May 3 (8:00 a.m. to 3:00 p.m.)

Identifying and Developing a P3 Project (8:00 to 9:30 a.m.)
Speakers: Mike Schutt, Vice President, Plenary Group Arthur Smith, President, Management Analysis, Incorporated John Smolen, Partner, Nossaman LLP

• What attracts the private sector to P3 projects?
• Evaluating whether a project is a suitable candidate for a P3.
• Considering options for P3 approaches.
• Formulating the project based on the agency’s needs.
• Identifying and allocating risk.

Break (9:30 to 9:45 a.m.)

P3 Financing (9:45 to 11:00 a.m.)
Speakers: Thomas Dooney, Managing Director, Bostonia Partners LLC Steve Park, Partner, Ballard Spahr LLP

• What tools are available, and how to evaluate which tools are most appropriate to a particular project.
• What are the key elements/issues/structures involved in financing a P3?
• What do equity investors and lenders look for in a project?
• What do practitioners need to see in a structure to make a deal work?

The Procurement Process (11:00 a.m. to 12:30 p.m.)
Speakers: Kimberly Magrini, Associate, Ballard Spahr LLP John Smolen, Partner, Nossaman

• Overview of the procurement process.
• Running a transparent procurement while maintaining the confidentiality of bidders.
• Timing of the procurement and the status of the environmental/permitting process.
• Encouraging competition and engaging the industry.
• The RFI, RFQ and RFP processes.
• Negotiating the P3 agreement.

LLP Lunch (12:30 to 1:30 p.m.)
Speaker: Dominique Lueckenhoff, Acting Director, Water Protection Division, U.S. Environmental Protection Agency, Region 3

Contract Administration during the Construction and O&M Periods (1:30 to 2:30 p.m.)
Speakers: Arthur Smith, President, Management Analysis, Incorporated Ali Zaidi, Senior Advisor, Morrison & Foerster LLP

• What to expect.
• Roles and responsibilities.
• The implementation process.
• Takeaways.

Wrap Up / Final Q&A Period (2:30 to 3:00 p.m.)
Speakers: All Faculty