2021 Agenda

Check back in early 2022 for next year’s agenda! Last year’s agenda is available below to showcase session topics and speakers.

Day 1: Wednesday, April 21, 2021

All sessions times in ET

12:00 PM EST – 12:15 PM ET
Summit Start: Welcome and Opening Remarks

12:15 PM – 12:45 PM ET
Opening Conversation: Mayors Panel – 2021 and Beyond: Water Infrastructure Priorities
For today’s opening session, we have invited mayors from around the country for a conversation on their offices’ approach to water infrastructure. The distinguished panel will share their thoughts on rebuilding the country’s water infrastructure – from the new administration’s efforts, to Biden’s $2 trillion infrastructure bill, to how the pandemic has shaped the delivery of such important infrastructure.

Moderator:
Jennifer Hara, Brand Director, P3C Media

Panelists:
Debbie Kling, Mayor, City of Nampa, Idaho
Daniella Levine Cava, Mayor, Miami Dade County, Florida
Andy Schor, Mayor, City of Lansing, Michigan

                In partnership with:   
Accelerator for America

1:15 PM – 1:45 PM ET
Virtual Room 1: Future Success in US Water P3 – Learning the Lessons of History
What lessons do future projects need to learn from the history of US water P3s?   EY has undertaken a detailed review of the history of water P3s in the US over the last 10 years, to understand the answer to this question.   This panel will discuss the key findings of that study, viewed through the lens of two of the key P3 success stories in the sector in recent years – the Carlsbad Desalination Plant and San Antonio Vista Ridge Pipeline project.

Drawing on these lessons learned, the panel will then discuss what this all this means for the future use of P3 in the context of the emerging details of the American Jobs Plan.

Presenters:
Michael L. Albrecht, Managing Partner, Ridgewood Infrastructure, LLC
Stephen Auton-Smith, Managing Director, Ernst & Young Infrastructure Advisors, LLC
Dolly Mirchandani, Partner, White & Case
Chris Taylor, Partner, Hawkins Delafield & Wood, LLP

1:15 PM – 1:45 PM ET
Virtual Room 2: How to Integrate WIFIA Loans Into Your Water P3
This panel will dive into different ways the WIFIA loans program can be deployed in Water P3 projects. The session will focus on how WIFIA loans fit within the capital stack while addressing five key questions:

1. What are the advantages? 

2. What are the challenges? 

3. How is WIFIA positioned to support a water P3 through the solicitation process? 

4. are the implications for the sponsor’s credit rating? 

5. And what does that mean for the ratepayer? 

Please join experts from JLL, EPA, Sumitomo Mitsui Bank and Moody’s Investor Services as they explore these innovative partnerships and the opportunities they bring to your projects. 

Moderator:
Brian Oakley, Executive Vice President, Energy and Infrastructure Lead – Public Institutions, Jones Lang LaSalle Americas, Inc.

Panelists:
Kathrin Heitmann, CFA, VP-Senior Analyst, Global Infrastructure & Project Finance Group, Moody’s Investors Service
Matthew Hobby, Risk Management, WIFIA Division, Office of Wastewater Management, Office of Water, EPA
Raymond A. DiPrinzio, Executive Director & Co-Head of Infrastructure, Global Structured Finance-North America, Sumitomo Mitsui Banking Corporation

1:15 PM – 1:45 PM ET
Virtual Room 3: Stormwater and Community Based P3s after Five Years and $600M 
In 2014, a few mid-Atlantic visionaries turned Clean Water Act compliance into a holistic program to benefit both the environment and the community.  The Community-Based Public Private Partnership (CBP3) model was developed in collaboration with EPA Region 3 to bridge the gap between the public and private sectors to benefit local economic development by creating a marketplace for a meaningful water quality impact.  With $600M in CBP3 programs over the past 5 years, are they meeting industry expectations?  Has it become the truly national phenomena we expected? What lessons have we learned?

Moderator:
Ken Susilo, Senior Principal, Geosyntec Consultants

Panelists:
Dominique Lueckenhoff, Sr. VP, Hugo Neu Group
Adam Ortiz, Director, Montgomery County Department of Environmental Protection
Kevin Shafer, Executive Director, Milwaukee Metropolitan Sewer District

1:15 PM – 1:45 PM ET
Virtual Room 4: Water System Asset Preservation
Water system operation, maintenance, and management agreements (“O&M Agreements”) are the avenue for establishing the owner’s and the operator’s responsibilities and expectations about the preservation of water system assets during a long-term relationship. This presentation will review and explain some of the key provisions relative to asset preservation for owners and operators to consider when negotiating a long-term O&M Agreement.

Some of those key provisions include:

  • Asset Ownership
  • Assumption of Risk (as to the “as-is” condition of the assets)
  • Establishing a Managed Assets Registry (a baseline for determining whether maintenance, repair and replacement obligations are met during the term)
  • Repair and Replacement Obligations (including an asset replacement schedule)
  • Useful Life calculations (projected and actual)
  • Loss, Damage or Destruction of Assets
  • Audit Rights
  • Reporting

Attendees will have a better understanding of these provisions, why they are important to include in O&M Agreements, how they can be negotiated between the owners and operators, and the risks of not including them.

Presenters:
Jillian Jagling, Partner, West Group Law PLLC
Teno West, Founder, West Group Law PLLC

2:00 PM – 2:30 PM ET 
Virtual Room 1: A P3 Conversation Across Agencies Under the New Administration: What’s New, What’s Next
This session is a conversation with representatives from Federal agencies focused on water infrastructure delivery using alternative delivery models. How are different departments approaching partnerships and addressing infrastructure? What sorts of P3s are likely to be encouraged? What policy direction is being developed? What are possible uses for P3s? In this discussion, panelists will discuss their agencies’ policy approaches to P3s, where they perceive opportunities for the model, and what they think is likely to change under the new Administration.

Moderator: 
David Wegner, Senior Strategist, Woolpert

Panelists: 
Jim Gebhardt, Senior Finance Advisor, Office of Water, U.S. EPA 
Aaron Snyder, WIFIA and P3 Program Development Team Lead, U.S. Army Corps of Engineers 
Paul Webster, Director, Financial Management Division, Office of Block Grant Assistance, U.S. Department of Housing and Urban Development
Robert Wolf, Director of Program and Budget, U.S. Bureau of Reclamation

2:00 PM – 2:30 PM ET
Virtual Room 2: The Sarpy County Wastewater Procurement – The P3 Approach as a Catalyst for Future Economy-Based Infrastructure Development
With a rapidly growing population (driven by multi-billion dollar data center investments by Google, Facebook, Yahoo, and others), our panel will discuss the key infrastructure needs for Sarpy County, NE, and how a procurement approach is driven by best practices in the P3 market resulted in a multi-jurisdictional public sector partnership. Public sector leaders and industry advisors will share how a P3 approach supported development that the University of Nebraska projects to bring $522 million in annual economic impact to the State.

Moderator:
Adam Charlsen, Agency Outside Counsel, Husch Blackwell

Panelists:
Dan Hoins, Administrator, Sarpy County and Cities Wastewater Agency 
Steve Pangle, Agency Financial Advisor, Ernst & Young Infrastructure Advisors LLC
Charles Renner, P3 Counsel, Husch Blackwell
Leanne Ziettlow, Agency Technical Advisor, HDR Engineers

2:00 PM – 2:30 PM ET
Virtual Room 3: Early Contractor Involvement — Opportunities and Challenges for Water Projects (Part One of Two Sessions)
Early Contractor Involvement Models such as Construction Manager at Risk, Progressive Design-Build / P3s and Pre-Development Agreements (ECI) (terms used synonymously) are gaining traction in the water industry due to growing risk concerns in fixed-price contacts. The ECI approach facilitates earlier developer / design-builder involvement in project development. This two part session focuses on ECI procurements including the pros and cons, the procurement process, considerations during the design period (post award) and how the collaboration of this approach can potentially solve complicated project issues in a manner unlike other approaches.

Panelists:
Elizabeth Cousins, Partner, Nossaman
Steve DeWitt, Senior Vice President Business Development, ACS Infrastructure Development
Jason Garside, Delivery Lead – Owner’s Advisory Services, Carollo Engineers
Christina Jones, Environmental Engineer, LA Sanitation and Environment 

2:00 PM – 2:30 PM ET 
Virtual Room 4:  P3s & ESG
The ESG value-add and impacts on infrastructure projects delivered through P3 go beyond the NEPA process. Using a P3, project sponsors can implement long-term climate and equity outcomes that result from community collaboration and thoughtful project scoping. Panelists will explore the topic in more detail and share examples of where P3s have and can deliver upon these goals. 

Presenters:
Brian Ansari, Principal, Brian Ansari & Associates
James Eklund, CEO, Eklund & Hanlon
Jed Freedlander, Head of Business Development & Managing Partner, Phoenix Infrastructure Group

2:30PM – 2:45 PM ET 
Virtual Expo Hall / Digital 1 on 1s / Networking Break
Special Thanks to our 2021 Diamond Sponsor: Plenary
Plenary

 

2:45 PM – 3:15 PM ET
Virtual Room 1: Private Sector Engagement Through P3s and Other Alternative Project Delivery Methods: Looking at the Wastewater and Water Supply Industry
Accelerating project delivery through financial and commercial innovation through P3s/alternative delivery options. The panel will address topics around rapidly growing water/wastewater capex requirements that could be managed and structured as P3s, attracting private funding under long term concession arrangements. The speakers will discuss key ingredients for their long term success; successful project case studies/lessons learned; potential road blocks in the application of P3 structures plus the question “why don’t we see many deals in this space”? Where are the real needs and opportunities in the water space post-Covid, for P3/blended financing (public and private) and what do these arrangements look like?

Moderator: 
Adam Nicolopoulos, President & CEO, ADN Capital Ventures

Panelists:
John Joyner, Managing Partner, Water Capital Partners LLC 
Carlos Riva, CEO, Poseidon Water
Michael Warady, Co-Founder, Sylmar
 

2:45 PM – 3:15 PM ET
Virtual Room 2: City of Houston Northeast Water Purification Plant Expansion Project PDB – Case Study
The City of Houston is expanding its Northeast Water Purification Plant (NEWPP) from 80 to 400 mgd, dramatically increasing its ability to support steady residential and commercial growth while reducing the city’s dependency on groundwater. During the early stages of planning, the city worked in close partnership with four regional water authorities—the Central, North, and West Harris County Regional Water Authorities and the North Fort Bend Water Authority—to project area demands while reducing groundwater use, as required by the Harris-Galveston and Fort Bend Subsidence Districts.

When completed, the project will significantly enhance greater Houston’s ability to grow and thrive, and more than 500 nearby municipal utilities will receive drinking water from the expanded NEWPP plant.

The Houston Waterworks Team (HWT), a joint venture between CDM Smith and Jacobs, is currently delivering this US$1.77B project in partnership with the city and the four regional water authorities using a progressive design-build approach. The NEWPP project is the largest progressive design-build project of its kind presently underway in North America. Design of the project began in January of 2016, and construction began on the 90-acre site in June 2018. 

This presentation will discuss the design and construction of the project as well as many challenges, lessons learned and best practices. 

Presenter:
Steven Lynk, P.E. DBIA, Senior Vice President, CDM Smith and Design Manager, HWT 

2:45 PM – 3:15 PM ET 
Virtual Room 3:  What is a Stormwater P3 and How Is This Useful to Me as a Stormwater Manager? 
The emerging and innovative approach known as the Community-Based Public-Private Partnership (CBP3) is a disruptive framework in the stormwater industry, but it is nascent and not well-understood by most stormwater program managers. This session will provide basic information on the CBP3 program approach and how it differs from the traditional project delivery and funding/financing approach used in the stormwater sector. Lessons learned will be shared by stormwater professionals who have successfully implemented and are currently involved with CBP3 program approaches focusing on integrated green stormwater infrastructure.  

Moderator:
Seth Brown, Executive Director, National Municipal Stormwater Alliance

Panelists:
Troy Hunt, Senior Principal, Geosyntec Consultants
Jim Lyons, Program Manager, Prince George’s County

2:45 PM – 3:15 PM ET
Virtual Room 4: Best Practices for a Successful Procurement Process
A P3 procurement model is a combination of design, construction, financing, operations, and maintenance. Join this panel to learn about 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. 

Presenters:
Monte James, Attorney, Winstead
Gregory Kitscha, Investment Director, John Laing
Karl Rohrer, Vice President, HNTB
Bob Salvatelli, Director of Business Development, Sustainable Water

3:30 PM – 4:00 PM ET 
Virtual Room 1: Five Things Owners Wish They Knew Prior to a P3 Project
In supporting owners on several P3 wastewater-related procurements, the presenters have collected hard-won lessons-learned from owners regarding the P3 procurement process, commercial terms development, and risk allocation. Looking backward is always 20/20, but valuable insights can be shared for use on your upcoming project. This discussion will feature five straightforward insights that owners had which they’d known going into a P3 project, ranging from making market-attractive decisions early in a project’s evolution, through an efficient procurement process, to understanding long-term implications for O&M resourcing.

Presenters:
Leofwin Clark, Vice President, Brown and Caldwell
David Magahey, Principal, Four Court Advisors

3:30 PM – 4:00 PM ET 
Virtual Room 2: Private Investment in Public Infrastructure
As cities and states look to the private sector for investment, development, and alternative delivery in the water sector, deal flow has been difficult and sparse as investment objectives and needs have not necessarily aligned. With the water sector being a target allocation from the beginning of the infrastructure investment trend, funds have found a way to find investments within their profile. This includes projects, privatizations, water utilities, operators, and other service providers in the expanded water sector that includes wastewater, biosolids, and industrial treatment. The panelists from several infrastructure funds discuss the growing involvement from private capital, investment criteria (assets vs. services), deal originations strategy, target returns, and investment horizon.

Moderator:
Edward Fanter, Managing Director, National Bank of Canada Financial 

Panelists:
Michael Albrecht, Managing Partner, Ridgewood Infrastructure
Michael Irlbeck, Director of Business Development, EPCOR
Paul Luce, Senior Investment Leader, Partners Group
Peter Luchetti, Managing Partner, Tablerock

3:30 PM – 4:00 PM ET 
Virtual Room 3: Stormwater and a Green(ish) New Deal: Unique and Untapped Potential for Economic and Labor Growth
Can the Community Based Public Private Partnership (CBP3) model for stormwater programs focused on green infrastructure play a larger role in transforming communities into new economies, creating untapped local economic growth and business opportunities?  CBP3’s don’t just build capacity in communities to just address stormwater; they also build capacities in community leaders, local businesses, and stakeholders to address other challenges of infrastructure, public health, energy security, and community development.  A CBP3 applied to Stormwater infrastructure challenges requires a special set of leadership skills and practices such as trust, collaboration, stakeholder engagement, accountability, as well as backbone  structure and function.  

Moderator:
Greg Cannito, Co-Founder, Rainplan

Panelists:
Michael Burke, CEO/Founder, Quest 2 Consulting
Bruce Hull, Senior Fellow, Center for Leadership in Global Sustainability, Virginia Tech

3:30 PM – 4:00 PM ET 
Virtual Room 4: Cybersecurity: A Critical Layer in Water Utilities’ Digital Journey
Cybersecurity is top of mind for all water utilities, as they have become more and more the target of hacks and cyber intrusions. Digitization brings a lot of benefits for water utilities and they can do a lot more with less. On the other hand, digitization also opens the door to an increased threat landscape. The key thing is to build secure systems and deploy strong cybersecurity protocols when modernizing operations from day 1. It’s also about secure convergence of IT and operations technology (OT), so there is clear visibility from enterprise-level to the plant floor and distributed assets. In this session, we will discuss the critical task of securing water and wastewater systems and highlight industry best practices for cybersecurity.

Moderator:
Sielen Namdar, PE, Industry Executive, Global Water Business Lead, Cisco

Panelists:
Roger L. Caslow, CISO, ITD, Hampton Roads Sanitation District
Adi Karisik, Global Technology Leader Operational Technology (Cybersecurity), Jacobs
Kristen Sanders, CISO, Albuquerque Water Authority
Rocky Smith, Vertical Solutions Architect, Cisco

4:00 PM – 5:00 PM ET
Networking Happy Hour
Special Thanks to Our 2021 Platinum Sponsors: American Water and Rutan & Tucker    
American Water Resources    Rutan and Tucker

5:00 PM ET
Day 1 Concludes 

Day 2: Thursday, April 22, 2021

All sessions times in ET

12:00 PM – 12:30 PM 
Opening Keynote: Stormwater Partnerships (Alternative Delivery, CBP3s): What Infrastructure Policy and Funding Changes Do We Expect from the Biden Administration That Will Directly Impact State and Municipal Stormwater Programs
Timothy Male of the Environmental Policy Innovation Center will discuss how the Biden Administration’s proposed infrastructure bill and and other initiatives may impact state and municipal stormwater programs and share related ideas to stimulate the green stormwater infrastructure industry.

Moderator: 
Ken Susilo, Senior Principal, Geosyntec Consultants

Panelist:
Timothy Male, Executive Director, Environmental Policy Innovation Center

12:45 PM – 1:15 PM ET
Virtual Room 1: Procurement, Planning and Executing a Project from an Owner’s Perspective: Procurement Lessons from the East County Advanced Water Purification Project
This session will be a panel discussion on the East County Advance Water Purification Project, a collaborative effort among Padre Dam Municipal Water District, Helix Water District, City of El Cajon, County of San Diego, and City of San Diego to create a local, sustainable, and drought-tolerant drinking water supply.

The East County Advance Water Purification Project consists of four interrelated progressive design-build contracts. Three contracts were signed in 2020, and a fourth procurement is anticipated for mid-2021.

This panel discussion involves the East County Advance Water Purification Project’s administrator and will provide practical advice and lessons learned for public agencies based on the planning and procurement stages of a complex progressive design-build project. 

Moderator: 
Joseph Gillman, Associate, Nossaman

Panelists:
Karen Jassoy, Chief Financial Officer, Padre Dam Municipal Water District
Mark Niemiec, PE, Director of Engineering and Planning, Padre Dam Municipal Water District
Kyle Swanson, Operations Department, East County Advanced Water Purification Project


12:45 PM – 1:15 PM ET

Virtual Room 2: P3 Water Projects: Where is the Opportunity for the Private Sector?
The conversation will dive deep into the question of if the public sector is truly ready for utilizing P3s as a delivery mechanism for water and wastewater projects and what industry can do to better, more efficiently support real deal flow.

Moderator:
Allan T. Marks, Partner, Milbank

Panelists:
Brian Cullen, President & CEO, VICO Infrastructure Company LLC
Chris Elmore, Vice President, Goldman Sachs
Alex Shannon, Vice President, Senior Director, NW Pacific District Water Lead, WSP

12:45 PM – 1:15 PM ET
Virtual Room 3: The Next Generation of Surface Water P3s:  Climate Resiliency, Adaptation, and Innovations
There is not enough public land to manage our stormwater water challenges. Why, traditional passive methods are restrained in how well those methods can adapt to a changing environment. Innovation is the key. Innovation can retrofit passive assets, making them active, in real time, to adapt to changing weather conditions. Innovation drives the private sector, and the private sector is highly motivated, as we are seeing in ESG initiatives from Wall Street to Walmart.  

This panel represents a wide variety of P3 program, from statewide water quality management, to single site retrofits, and watershed scale applications of AI.  These innovators are creating tremendous outcomes that both the private and public sector need.  Climate resiliency is needed now.  Wall Street sees climate change as an existential threat to our economic security.   We must address these issues quickly, remove barriers to progress and speed up our environmental resiliency.

Moderator: 
David Rubinstein, Chief Executive Officer, Opti

Panelists:
David Burrows, Chief Technology Officer, Hal24K-Water
Michael Herzberger, GISP, CFM, Division Chief, Geospatial and Engineering Services, Maryland Environmental Service (MES)
Jeff Littlejohn, PE, President, National Stormwater Trust, Inc
Richard S. Seline, Managing Director, ReslientH20 Partners

12:45 PM – 1:15 PM ET
Virtual Room 4: The Difference Between Funding and Financing
This session will introduce fundamental financial topics related to P3s. We will review how P3 financing models are evolving and how the role of the public sector changes under different approaches. We will explore the factors that affect the rating and availability of private finance, contrasting projects with guaranteed off-takers and projects taking risk on ratepayers. Additionally, we’ll look at the impact of risk-sharing between public and private parties. Particular attention will be paid to choices in the procurement model, agreement terms, and rate controls on the private financing, the public sector, and the customer. 

Presenters:
Stephen Auton-Smith, Managing Director, Ernst & Young Infrastructure Advisors, LLC
Denis Braham, Attorney at Law, Winstead
Edward Crooks, Senior Vice President, HNTB
Henry Patel, Vice President, Kiewit Development Company
Yaye-Mah Sar, Senior Director, Hayat Brown

1:30 PM – 2:00 PM ET 
Virtual Room 1: WIFIA Borrower Panel
Last year, EPA’s WIFIA program issued a Notice of Funding Availability for $6 billion in credit, which has the capacity to finance up to $12bn of water infrastructure projects. In FY2019, EPA had available loans totaling approximately $5 billion to help finance over $10 billion in water infrastructure investments. To date, WIFIA has closed 46 loans totaling $9 billion in credit assistance to help finance $19.4 billion for water infrastructure projects. This panel brings together the EPA and successful borrowers to discuss WIFIA and public-private partnerships. Topics will include recommendations for the formal application process, potential pitfalls, lessons learned, and how WIFIA can best facilitate P3 water projects.

Moderator:
Arielle Gerstein, WIFIA Program Manager, US EPA

Panelists:
Mohamed Balla, Deputy Commissioner of Finance, City of Atlanta
Cecilia Huynh, Director of Finance and Support Services, Portland Water Bureau
Christine McIntyre, Chief Finance Officer, AlexRenew

1:30 PM – 2:00 PM ET 
Virtual Room 2: City of Firsts: Rialto’s Landmark Water P3, Now Debuts Wastewater Microgrid in a Progressive P3
Now embarking on a Progressive P3 delivery of a wastewater microgrid, the public and private partners of the landmark Rialto Water P3 have been working together now since 2012. This panel conversation will share successes and lessons learned for the benefit of others contemplating a Progressive P3 delivery in water, and related energy initiatives. Panel will discuss Rialto’s employee and labor friendly P3, the benefits of Progressive Design Build in P3s and on complex projects, challenges faced like any utility, and achieving innovation such as Microgrids within the P3 framework.

Presenters:
Sonia Axter, Majority Equity Lead, RWS P3, Ullico Infrastructure Fund/Rialto Water Services LLC
Tom Crowley, Utility Director, City of Rialto
Peer Luchetti, Managing Partner, RWS P3, Table Rock Infrastructure Partners/Rialto Water Services LLC
Deborah Robertson, Mayor, City of Rialto
Ed Scott, Mayor Pro Tem and City Father of the Rialto P3, City of Rialto 

1:30 PM – 2:00 PM
Virtual Room 3: Financing Conservation Agriculture to Improve Downstream Water Quality
This panel will explore how incentivizing agricultural practices that provide multiple beneficial outcomes – including water quality, carbon sequestration, and biodiversity – can improve the financial viability of P3 initiatives and engage new and different stakeholders in efforts to improve water quality. The Soil and Water Outcomes Fund provides financial incentives directly to growers who transition to on-farm conservation practices such as no till and cover crops that yield outcomes like increased carbon sequestration and water quality improvement. The resulting verified environmental outcomes are sold to a diverse group of public and private customers that benefit from them, including corporations, municipalities, state departments of agriculture, and the federal government.

Moderator:
Matt Miller, Partner, Ice Miller LLP

Panelists:
Tom Daniel, Director for Sustainable Ag Retail, Nutrien Ag Solutions
Mike Kuntz, Utilities Environmental Manager, Cedar Rapids
Mark Lambert, CEO, ReHarvest Partners, Vice President, Quantified Ventures


1:30 PM – 2:00 PM

Virtual Room 4: Beyond P3 – Time for P4: Collaborative Water and Sewer Partnerships
The P3 model is known as a useful partnership project delivery tool to carry out important infrastructure projects. Our nation’s infrastructure is accumulating more and more deferred capital repair and improvements and facing enormous and growing funding shortfalls. Leveraging limited federal and state funding will increasingly require local intergovernmental collaboration.

Building upon the attributes of P3, enters P4, the Public-Public-Private Partnership, essentially introducing another partner public entity, uniquely skilled, experienced, and accessible with private sector benefits. An example of this approach and proven results to be presented is the Florida Governmental Utility Authority (FGUA). The FGUA is a multi-jurisdictional “portable” local government entity for utility improvement, operation, management, and ownership – in essence, a “P4” model.

This presentation will discuss the structure of the FGUA, the differences from the P3 model, the value-added benefits and provide two highly successful partnership examples which leveraged sizable federal and state funding.

Presenters:
Jerry Cameron, County Administrator, Flagler County, Florida
Steve Spratt, Sr. Vice President for Municipal Services, Government Services Group, Inc.

2:15 PM – 2:45 PM ET
Virtual Room 1: Making the Most of the Upcoming ‘Once-in-a-Generation’ Infrastructure Funding
Are we sitting waiting for infrastructure bill money to flow in, to do ‘more of the same’? Or are we prepared to take advantage of the money to do exponentially more?

If we are not addressing climate change, energy efficiency, resiliency, and green infrastructure then we’re in the old world of infrastructure spending. This once-in-a-generation money will fund critical infrastructure needs, but not in the ‘new’ way, which considers climate change, comprehensive bundling of projects, and long-term resiliency.

This panel will address the ‘how’ – not the ‘how’ of how the money will be disbursed, but rather ‘how’, from a water infrastructure perspective, can the money be leveraged to have the greatest impact on major problems which we are just starting to address – climate change and resiliency (drainage, water pollution, etc.). Moreover, how do we, as conference participants and experts in the sector, collectively influence how this money will be spent?

Moderator:
Francesca McCann, Business Development Director, infraManagement Group, a Black & Veatch company

Panelists:
Will Gorham, Vice President, Project Development and Partnering, Plenary Group
Jasmin A. Hall, Board Director, Inland Empire Utilities Agency
Jeremy Jungeris, Partner, Rutan & Tucker
Dana Sjostrom, Planning and Programs Manager, Division of Planning and Development, Memphis and Shelby County 
Mary Scott Nabers, President & CEO, Strategic Partnerships, Inc.

2:15 PM – 2:45 PM ET
Virtual Room 2: Advantages and Lessons Learned of Collaborative PPPs in the Water Sector
The P3 model has helped to accelerate project implementation, mitigate risk, and support technology innovation for many water projects around the world. Aqualia’s US Country Manager, Eva Arnaiz discusses their potential to foster a collaborative approach to project delivery within the American Market as well as, provides lessons learned from their experience in some specific cases as “El Realito Aqueduct P3 in Mexico”.

Presenter:
Eva Arnaiz, US Country Manager, Aqualia

2:15 PM – 2:45 PM ET
Virtual Session 3: Early Contractor Involvement – Opportunities and Challenges for Water Projects (Part Two of Two)
Early Contractor Involvement Models such as Construction Manager at Risk, Progressive Design-Build / P3s and Pre-Development Agreements (ECI) (terms used synonymously) are gaining traction in the water industry due to growing risk concerns in fixed-price contacts. The ECI approach facilitates earlier developer / design-builder involvement in project development. This two part session focuses on ECI procurements including the pros and cons, the procurement process, considerations during the design period (post award) and how the collaboration of this approach can potentially solve complicated project issues in a manner unlike other approaches.

Presenters:
Elizabeth Cousins, Partner, Nossaman
Steve DeWitt, Senior Vice President Business Development, ACS Infrastructure Development
Jason Garside, Delivery Lead – Owner’s Advisory Services, Carollo Engineers
Christina Jones, Environmental Engineer, LA Sanitation and Environment

2:15 PM – 2:45 PM ET
Virtual Room 4: What Do You Need to Consider When Looking at a P3
This panel will examine the structure, legislation, and risk – the key legal elements of a Water P3 project.  Join us as we walk through the legal requirements of a P3 and explore the role of a legal advisor throughout the process from development to negotiation.

Presenters:
Roddy Devlin, Partner, Nixon Peabody
James Eklund, CEO, Eklund Hanlon
Judah Gluckman, Principal Consultant, WSP
Melody LaBella, Resource Recover Program Manager, Central San

2:45 PM – 3:00 PM 
Networking Break / Virtual Expo Hall Tour / Digital 1 on 1s
Special Thanks to Our 2021 Gold Sponsors: EY, JLL, Husch Blackwell and Nossaman
EY  JLL  Husch Blackwell  Nossaman LLP


3:00 PM – 3:30 PM ET
 
Virtual Room 1: A New Staged and Collaborative Approach to P3s: The Progressive P3
This session will discuss an emerging staged contracting approach for P3 projects which (1) reduces the owner’s upfront costs and work for procuring a P3 partner; (2) gets the P3 partner on board earlier in the project development process; (3) gives the owner a greater role in the development of the project’s design, construction, financing, operations, and maintenance elements; and (4) maintains the basic design and performance risk transfer owners expect from a “conventional” P3 project. Under the “progressive” P3 delivery approach, the owner commences a qualifications based RFQ/RFP process where the proposers compete on technical and financial approach as well as on mark-up and profit for the definitive project work. Importantly, the proposers do not submit a definitive design or price during the procurement. The winning proposer is then engaged on a professional services basis to prepare a definitive project submittal based on a 60% design developed on a collaborative and partially or fully compensated basis. From there the owner and its P3 partner can negotiate a definitive project agreement, similar in scope and risk transfer to a conventional P3 project agreement (or utilize an off-ramp for the project if they are unable to reach an agreement). Strategies for maximizing competition within the context of these largely sole-source negotiations, including competition at the proposal stage and the definitive pricing stage, will be explored.

Presenters:
Eric Petersen, Partner, Hawkins Delafield & Wood LLP
Rick Sapir, Partner, Hawkins Delafield & Wood LLP

3:00 PM – 3:30 PM ET  
Virtual Room 2: The Business Case for Water Infrastructure Investment
Ranging from small businesses to multinational corporations, the private sector is heavily reliant on access to clean, reliable water services. While this access is traditionally taken for granted, we have seen many recent examples of what goes wrong when service is interrupted. This panel will explore a different kind of P3: how communities and industry leaders can work together to value water infrastructure investment – and the detriments of failing to act.

Moderator: 
Mae Stevens, Executive Vice President, Signal Group 

Panelists:
Jim Proctor, Senior Vice President and General Council, McWane Inc. 
John Take, Executive Vice President, Water Business Operating Unit, Stantec
Renee Willette, Vice President, US Water Alliance 

3:00 PM – 3:30 PM ET 
Virtual Room 3: Water Rights – Vehicle for Investment and Pathway to Development
A panel of experts will discuss their experiences with water rights investments, how these are formed, traded and made profitable and how they lead to additional projects and investment opportunities, including P3s such as the Vista Ridge P3, and help economic development.

Moderator:
Michael Palmieri, President and Founder, p3point

Panelists:
Robert Bowcock, Managing Director, Integrated Resource Management, Inc.
Chris Larson, Principal, Basin Lands
Tim Merriweather, Managing Partner, Banister Group
Matt Payne, Principal, WestWater Research

3:00 PM – 3:30 PM ET 
Virtual Room 4: Bringing Innovative Technologies to Small and Rural Utilities
Utilis has created a program to facilitate the adoption of satellite-based leak detection technology by small and rural utilities by using the economies of scale. This same technology that increases the efficiencies of the water savings efforts of a large utility by 300-400% was previously too expensive for some. We will present a case study of twelve utilities in Wisconsin that in 2020 worked together with Utilis to receive leak detection services, as well as the lessons learned by Utilis that made this type of program stronger moving forward.

Presenters:
James Perry, VP, Business Development, Utilis
Brian Powell, PE, Operations Manager, Green Bay Water Utility


3:45 PM – 4:15 PM ET (note this session will begin at 4:00 PM ET)

Virtual Room 1: ESG Risks in the Water Sector and Credit Implications
Water and wastewater projects and utilities are at the forefront when it comes to managing existing and developing new water supplies. Clean drinking water and effective wastewater treatment are the most essential of services. The water sector faces ongoing ESG risks related to climate change, balancing rising affordability constraints against necessary long-term investments, and managing an aging workforce.

The speakers will discuss the credit implications of these risks and identify regions of the country that are the most and least exposed to rising climate change risks such as droughts, heat stress flood management, and sea-level rise.

Presenters:
Kathrin Heitmann, VP-Senior Analyst, Global Infrastructure and Project Finance Group, Moody’s Investor Services
Khalid Husain, VP-Senior Analyst, ESG Group, Moody’s Investor Services 

3:45 PM – 4:15 PM ET
Virtual Room 2: P3 Operations Over Decades: Wilmington Case Study
The City of Wilmington P3 experience dates back to 1997, when Veolia and Wilmington entered into one of the largest and first long-term contracts for wastewater operations & maintenance in North America. Jacobs became operator under the contract in 2020, when the scope of operations expanded and business model changed.  

Moderator:
Jim Keene, Director of Operations, infraManagement Group

Panelists:
Vincent Carroccia, Deputy Commissioner, Department of Public Works, City of Wilmington
Kevin Dahl, Regional Director of Operations, Jacobs
Kash Srinivasan, Former Commissioner, Department of Public Works, City of Wilmington 

3:45 PM – 4:15 PM ET
Virtual Room 3: Exploring HUD’s Section 108 Loan Guarantee through the Lens of its Borrowers
This session will explore how HUD’s Section 108 Loan Guarantee Program can be used to support water infrastructure projects through the experiences of local governments and its partners. Panelists will explain why they chose to use 108 financing, how they used 108 with partners, and considerations for potential borrowers. Panelists will highlight the impacts made by projects and the benefits to the communities they serve. The session will culminate with Q&A session from the audience.

Moderator: 
Seema M. Thomas, Deputy Director, Financial Management Division, Office of Block Grant Assistance, U.S. Department of Housing and Urban Development

Panelists: 
Esco Bell, Director of Public Works, Mount Vernon, Washington
Joseph Feest, Economic Development Director, Meriden, Connecticut
Ian Golden, Director, Housing and Human Services, Brevard County, Florida
Paul Webster, Director, Financial Management Division, Office of Block Grant Assistance, U.S. Department of Housing and Urban Development

3:45 PM – 4:15 PM ET
Virtual Room 4: A 4-Fold System to Monetize Dam Safety, Localize Flood Control, Replenish Aquifers and Increase Water Supply Resiliency
Many parts of the world experience drastically different and challenging water problems. For this presentation, we will look in-depth at one state that has a radically diverse climate with varying water needs and water problems across the plains, mountains, coast, and desert regions of Texas.  We will look at specific recent examples of severe floods, droughts of record, aging dams, and dwindling groundwater to discover that there is, perhaps surprisingly, an interdependent system to solve these major issues.

Presenter:
Jim O’Brien, PE, President, O’Brien Engineering, Inc.

4:15 PM – 5:15 PM ET
Networking Happy Hour
Special Thanks to Our 2021 Silver Sponsors: Geosyntec, Milbank and Goldman Sachs
Geosyntec  Milbank  Goldman Sachs

5:15 PM ET
Day 2 Concludes

 
Day 3: Friday, April 23, 2021

All sessions times in ET

12:00 PM – 12:30 PM ET
Opening Keynote: Diversity and Inclusion: Why It Matters More Than Ever

Presenters:
Jack Callahan, CPA, Partner and Construction Industry Practice Leader, CohnReznick
Jeremy Ebie, Managing Partner, Phoenix Infrastructure Group
Jennifer Papantonio, Chief Client Service Officer, Peckar & Abramson

12:45 PM – 1:15 PM ET
Virtual Room 1: Regional Conveyance System Study: Moving Forward with an Eye Toward Water Infrastructure and Renewable Energy Partnerships
As the San Diego County Water Authority’s Regional Conveyance System Study moves into Phase B of a feasibility study, it is important to explore partnerships, including public-private partnerships that can generate mutual benefits for the San Diego region and the larger Southwest. Today’s panel will focus on how partnerships could play a critical role in addressing the infrastructure and energy needs of the proposed project. On the energy side, the project represents a potential opportunity to engage with renewable energy providers and advance California’s renewable energy portfolio. In sharing information, today’s discussion is meant to build awareness about the study and share information with those organizations interested in discussing such largescale water infrastructure and energy projects.

Presenters:
Kevin Davis, Vice President, Black & Veatch
Mojgan Poursadighi, Project Manager, San Diego County Water Authority 

12:45 PM – 1:15 PM ET
Virtual Room 2: The Vital Role of O&M in P3
Operations and maintenance requirements of any water system are rigorous – water must continue to flow, regardless of who is responsible for the management of the system. So, how can those requirements be appropriately incorporated into the P3 agreement, and where does the model create more opportunity? This panel will discuss best practices during the O&M phase.

Presenters:
Ignacio Beneyto, Process Engineer, Acciona
Neil Callahan, Director, WSP
Jensen Clarke, Director, Fengate Asset Management
Gregory Johnson, Partner, Squire Patton Boggs

12:45 PM – 1:15 PM ET
Virtual Room 3: Climate Risks and Opportunities: A Role for Stormwater Public-Private Partnerships
In cities across America, whether in Sacramento or in Chicago, a number of neighborhoods have a large number of homes endangered by flooding. Many of these at-risk neighborhoods are predominantly nonwhite. Recently, municipal rating services are now including climate risk data and analytics for US commercial mortgage-backed securities and commercial real estate collateralized loan obligations. Simultaneously, stormwater P3s have emerged as a $700 Million initiative over the last five years and offer one possible solution to the challenge of excess stormwater. 

This session will showcase stormwater flooding and water quality challenges across the nation, and attempt to understand how the insurance industry and municipal rating agencies are incorporating these risks. Focused on solutions, the session will also showcase national and regional climate hubs that are now connecting the dots between stormwater P3s and climate risks.

Moderator: 
Sanjiv Sinha, SVP, Water Resources, Environmental Consulting & Technology, Inc.

Panelists:
Sean Kevelighan, CEO, Insurance Information Institute 
Stacey Mawson, Director – Global Infrastructure and Project Finance team, Fitch Ratings
Richard Seline, Director, Resilience Innovation Hub

12:45 PM – 1:15 PM ET
Virtual Room 4: Future-Proofing Water Projects for a Rapidly-Changing Climate – How Can Long-Term P3 Contracts Flex with Water’s Uncertain Future?
When considering a major investment in water connected infrastructure today, a question that often arises is how to ensure that the project will still serve its purpose 20 or more years from now, given the uncertainties created by climate and regulatory change.  As the climate changes and regulatory standards are tightened our water infrastructure needs to adapt as well, and any given project may need to be repurposed or reinvented multiple times over the course of its useful life. Compounding this are the benefits of new technologies and approaches which may debut during the course of the project and provide new solutions to operational challenges that develop. 

This challenge can feel even more daunting when evaluating a fixed-term P3 contract. This panel, produced in collaboration with the Young Professionals in Infrastructure (YPI), will explore how P3 projects can be designed, structured, contracted and operated post-construction to meet current objectives while remaining adaptable to changing circumstances. How do we build resilience of all types into water infrastructure contracting for long-term economic, social and physical benefits? 

Moderator:
Tianyi Yang, Vice President, EY

Panelists:
Anna Ang, Senior Vice President, EY
Racquel Muindi, Associate Attorney, Ballard Spahr LLP
Brian Shell, Senior Technical Principal, WSP

In partnership with: 
YPI
 
1:30 PM – 2:00 PM ET
Virtual Room 1: Success and Failure on Collaborative Delivery Projects
The presentation will address the outcome of the first Phase of Water Design Build Council research into what are the characteristics of collaborative delivery projects that result in success and failure. The presentation will summarize the results of interviews of approximately 21 public sector water and wastewater utilities that are actively using Design-Build and CMAR. In addition, the approach going forward for additional research will be discussed. Lastly, preliminary observations that impact Industry Best Practices will be considered.

Presenters:
Mark E. Alpert, Executive Director, Water Design Build Council
David Kinchen, Regional Manager – Construction Design-Build, Burns & McDonnell
Thomas Visosky, Vice President, CDM Smith 

1:30 PM – 2:00 PM ET
Virtual Room 2: Evaluating Stormwater Funding: Current Approaches and New Opportunities from EPA
Stormwater management costs are steadily increasing while funding options for these projects has remained limited. The inability of many communities to establish sustainable revenue sources can limit their access to low-cost debt financing to help them meet the challenge of paying for stormwater infrastructure. This session will focus on recommendations from the EPA’s Stormwater Funding Task Force to make better use of existing funding, increase accessibility to those funds, and identify additional funding opportunities from the public and private sector. The session will also cover the Sewer Overflow and Stormwater Reuse Municipal Grants (OSG) program. This new grant program will provide funding for critical stormwater infrastructure projects in communities including combined sewer overflows (CSO) and sanitary sewer overflows (SSO).

Presenters:
Michael Goralczyk, Clean Water State Revolving Fund, U.S. EPA
Ellen Tarquino, Water Finance Center, U.S. EPA

1:30 PM – 2:00 PM ET
Virtual Room 3: Faster and Better Delivery of Green Stormwater Infrastructure through Alternative Methods 
Municipalities and districts across the nation are being required through municipal separate storm sewer system (MS4) permits to install significant amounts of green stormwater infrastructure to address impacts from urban runoff on receiving water quality and hydrologic impacts. In many cases, these permits include short compliance timeframes for project design and construction. This session will discuss faster and more cost-effective methods for procuring and delivering green stormwater infrastructure projects that provide a degree of schedule acceleration and cost surety.

Moderator: 
Lisa Austin, Principal, Geosyntec Consultants

Panelists: 
Sean Agid, Partnership Catalyst, Corvias Infrastructure Solutions
Beth Anne Lutes, Stormwater Bill and Incentives Manager, City of Philadelphia
James Pollum, Stormwater Incentives Supervisor, City of Philadelphia
Nancy C. Smith, Attorney at Law, Nossaman

2:15 PM – 2:45 PM ET
Virtual Room 1: Contract Operations & Maintenance: Right For You?
Energy (power plant) and Water (Water Treatment Plant, WTP and Wastewater Treatment Plant, WWTP) facilities assets are capital intensive assets designed for decades-long operational lifespans. While some WTP/WWTP consistently maintain operational and cost performance targets as measured by potable water quality and composition of treated wastewater discharged to the environment, other WTP/WWTPs are unable to do so. In the latter instance, consequences range from mild nuisance (odor) to deadly (severe environmental degradation, poisoning, loss of life, lawsuits and bankruptcy, etc.).  

The most significant factor determining asset performance and cost of service is asset housekeeping, or the operations and maintenance (O&M) culture and practice. The principles of asset O&M are simple and reflect applied common sense; however, the practice of O&M varies and results are manifested in quality & cost of service. Good O&M cost-effectively ensures reliability, safety, and efficiency at WTP/WWTPs. Conversely, inadequate maintenance causes waste and increases the cost of service, and decreases asset value. 

Contract or outsourced O&M is one way to improve service and lower cost and this presentation reflect the presenter’s accumulated experience with O&M of WTP/WWTP, including an overview of major O&M program types, guidance on structuring an effective program, maintenance technologies, and the potential for consistent savings with effective O&M. Moreover, facility O&M program improvements can often be accomplished rapidly and at a relatively low cost. 

Presenters:
Suresh Jambunathan, Owner/Principal, Energy and Water Development LLC
John Manning, Chairman & CEO, Progen

2:15 PM – 2:45 PM ET
Virtual Room 2: Building Water Resiliency in Your Community 
The concept of green banking or green initiatives taken by banks and other financing platforms is making technological improvements, operational enhancements, and changing client habits in the financing sector. It means promoting environmental-friendly practices and reducing the carbon footprint of financing activities. Financing means that capital is eventually expected to be returned or repaid, and this helps to maximize the impact of each dollar that a green bank or exchange deploys. Because of this approach, green lending institutions focus on markets where there is potential for payback. This panel will focus on how these growing institutions can benefit and support water projects.

Moderator: 
Francesca McCann, Business Development Director, InfraManagement Group

Panelists:
Dan Adler, Senior Advisor for Climate Finance, California Infrastructure & Economic Development Bank
Jon Conant, Director of the Center for Alternative Financing and Procurement (CAP), Texas Facilities Commission
Jeffrey Diehl, CEO & Executive Director, Rhode Island Infrastructure Bank
Hank Habicht, Managing Co-Founder, Water Finance Exchange

2:15 PM – 2:45 PM ET 
Virtual Room 3:  Stormwater, Water and Transportation: A Nexus of Challenges and Opportunities
This panel will discuss initiatives from major transportation agencies and will share perspectives from local, regional, state, and national levels.  The speakers will share innovations, concepts, and delivery frameworks intended to provide sustainable benefits, explore alternative delivery constructs, aggregate financial resources, and enhance communities and the environment.

Moderator:
Ken Susilo, PE, D.WRE, Senior Principal, Geosyntec Consultants

Panelists:
Dr. Cris B. Liban, PE, ENV SP, Chief Sustainability Officer, LA Metro; Climate Safe Infrastructure Working Group Member, California Department of Natural Resources; and Chair, ASCE National Committee on Sustainability
Adel Hagekhalil, PE, BCEE, WEF Fellow, General Manager and Executive Director, Street Services at City of Los Angeles; Past President National Association of Clean Water Agencies (NACWA)

2:45 PM – 3:00 PM ET
Networking Break / Virtual Expo Hall Tour / Digital 1 on 1s
Special Thanks to Our 2021 Silver Sponsors: Pelican Corp, San Diego County Water Authority & WSP
Pelican Corp  San Diego County Water Authority  wsp

 
3:00 PM – 3:30 PM ET
Virtual Room 1: The What, Why, and How of Green Finance for Stormwater and Resilience Projects
Investors who provide capital for P3 and other municipal projects are becoming increasingly interested in the impact of their investments. By making sure their financing approach meets this growing need, agencies and other actors can expand both their investor base and their financial toolkit. This panel will explore “green finance” – what it is, why it’s beneficial for both investors and issuers, and how it will shape the future of financial markets.

Moderator:
Laura Drescher, Associate Director, Quantified Ventures

Panelists:
Terry O’Neill, Community Development Director, City of Hampton
David Naftzger, Executive Director, Great Lakes St. Lawrence Governors & Premiers
Zachary Solomon, Executive Director, Morgan Stanley

3:00 PM – 3:30 PM ET
Virtual Room 2: Choosing the Right P3 Procurement Tool: Insight into Progressive P3s
Progressive P3s (aka PDAs) are becoming a more prevalent option for P3 asset delivery. The approach has been used in the water and social sectors and has long been used, albeit sparingly, for transportation projects as a way to ensure developer and contractor involvement during the environmental process, better manage risks, and work collaboratively on project scope, schedule, and pricing.  The purpose of this panel is to discuss the structure of Progressive P3s and the pros and cons of the model and how it might be used to address many of the challenges both public owners and bidders have experienced in the past few years. 

Presenters:
Steve DeWitt, Senior Vice President Business Development, ACS Infrastructure Development, Inc.
Henry Patel, Vice President, Kiewit Development Company
Sallye Perrin, Senior Vice President, WSP

3:00 PM – 3:30 PM ET
Virtual Room 3: Innovative Ways to Avoid Construction Disputes – DRBs and Their Application
Disputes and claims have been a part of construction projects for many years and oftentimes drag out well after the completion of the project, tying up valuable resources and adding costs. Actively managing the dispute or claim or, even better yet, helping avoid the claim or dispute entirely, saves time and money for all the parties involved. This workshop discusses how Dispute Review Boards (DRBs) have been used for many years on water related projects. By having a DRB start at the beginning of a project, the DRB can often help involved parties avoid a dispute by being proactive with the parties in getting issues settled and avoiding a dispute altogether. The conversation will provide an overview of the DRB process and how it can help avoid disputes or get them settled in a timely and efficient manner.

Presenters:
Douglas A Gabriel, Deputy Director of Engineering and Construction, Northeast Ohio Regional Sewer District
Elizabeth A. Tippin, Esq., President Dispute Resolution Board Foundation, North America
Michael Vitale, Senior Vice President, Tunnels, Mott MacDonald 

3:45 PM – 4:15 PM ET
Closing Discussion: The Biden Infrastructure Package: Water’s Moment?
Join AIAI Senior Policy Advisor Marshall Macomber and the Bipartisan Policy Center’s Michele Nellenbach for a 30-minute quick take on the Biden Infrastructure Package and the prospects for new water investment.

Panelists:
Marshall Macomber, Senior Policy Advisor, AIAI
Michele Nellenbach, Vice President of Strategic Initiatives, Bipartisan Policy Center

4:15 PM – 5:15 PM
Networking Happy Hour
Special Thanks to Our 2021 Program Partners: Accelerator for America and AIAI 

Accelerator for America  AIAI 

5:15 PM ET
2021 Summit Ends