Industry Day Addendum #2 at the
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Office of the Vice President 971 Elmore Drive and Chief Financial Officer PO Box 115250 Procurement Services Gainesville, FL 32611-5250 https://procurement.ufl.edu/ (352) 392-1331 Fax 352-392-8837 October 1, 2021 Industry Day Addendum #2 to the University of Florida ITN22LD-112 Central Energy Plant Project (UF-623) (the “ITN”) scheduled to be opened on November 10, 2021 at 2:00 pm at the University of Florida, Elmore Hall Conference Room, Radio Road, Gainesville, Florida. This Industry day Addendum #2 shall be considered part of the Contract Documents for the above mentioned ITN22LD-112 as though it had been issued at the same time and incorporated integrally therewith. Where provisions of this Industry Day Addendum #2 differ from those of the ITN, the ITN shall govern and take precedence. All other terms, conditions, and regulations will apply. This addendum consists of: 1). Industry Day Participant list 2) PowerPoint slides from Industry Day which are also on the Procurement Website https://procurement.ufl.edu/vendors/schedule-of-bids/ see the link to Industry Day Slides Sincerely, Lisa Deal Asst. Vice President & Chief Procurement Officer Please acknowledge receipt of this Industry Day Addendum #2 by signing below and returning this Industry Day Addendum #2 with your SOQ. Failure to include addendum with your proposal may result in rejection. __________________________ Signature __________________________ Company Name __________________________ Company Address __________________________ City/State/Zip
Transcript of Industry Day Addendum #2 at the
Office of the Vice President 971 Elmore Drive and Chief Financial Officer PO Box 115250 Procurement Services Gainesville, FL 32611-5250 https://procurement.ufl.edu/ (352) 392-1331 Fax 352-392-8837
October 1, 2021
Industry Day Addendum #2 to the University of Florida ITN22LD-112 Central Energy Plant Project (UF-623) (the “ITN”) scheduled to be opened on November 10, 2021 at 2:00 pm at the University of Florida, Elmore Hall Conference Room, Radio Road, Gainesville, Florida. This Industry day Addendum #2 shall be considered part of the Contract Documents for the above mentioned ITN22LD-112 as though it had been issued at the same time and incorporated integrally therewith. Where provisions of this Industry Day Addendum #2 differ from those of the ITN, the ITN shall govern and take precedence. All other terms, conditions, and regulations will apply. This addendum consists of:
1). Industry Day Participant list 2) PowerPoint slides from Industry Day which are also on the Procurement Website https://procurement.ufl.edu/vendors/schedule-of-bids/ see the link to Industry Day Slides Sincerely,
Lisa Deal Asst. Vice President & Chief Procurement Officer
Please acknowledge receipt of this Industry Day Addendum #2 by signing below and returning this Industry Day Addendum #2 with your SOQ. Failure to include addendum with your proposal may result in rejection.
__________________________ Signature
__________________________ Company Name
__________________________ Company Address
__________________________ City/State/Zip
University of Florida Central Energy Plant Project
Industry Day Participants
First Name Last Name Company EmailScott Robinson AEI - Affiliated Engineers, Inc. [email protected] Saini Agentis Capital [email protected] Islam Agentis Capital [email protected] Boothe Altus Group [email protected] Bulgarino Ameresco [email protected] Caplan Ameresco [email protected] McDougle Ameresco, Inc. [email protected] Shelton Austin Commercial [email protected] Yeagy Austin Commercial [email protected] Parker B&M [email protected] Smith Balfour Beatty [email protected] Drain Balfour Beatty [email protected] Harris Balfour Beatty [email protected] Capon Balfour Beatty [email protected] Milner Balfour Beatty [email protected] Smith Balfour Beatty Campus Solutions [email protected] Shepko Balfour Beatty Campus Solutions [email protected] Carlin Balfour Beatty Construction [email protected] Carmany Balfour Beatty Construction [email protected] Ricotta Balfour Beatty US [email protected] Leesman Ballard Spahr LLP [email protected] Moore BAM PPP [email protected] Powers Barclays [email protected] Miller Barclays [email protected] Katz Barclays [email protected] Mathews Barclays [email protected] Grabias Barclays [email protected] Aventuro Barclays Capital [email protected] Ferramosca Bernhard [email protected] Krauss Bernhard [email protected] Swann Bernhard, LLC [email protected] O'Leary Black & Veatch [email protected] Gentzel BofA Securities [email protected] Buxton Bond Building Construction, Inc. [email protected] Schwartz Burns & McDonnell [email protected] Fiorentino Burns Engineering [email protected] Mandelbaum CE [email protected] Khan CenTrio [email protected] Brake CenTrio Energy LLC [email protected] VanGelder CHA Consulting LLP [email protected] Hutchins CHA Consulting, Inc. [email protected] Cutshaw Chesapeake Utilities Corporation [email protected] Johnston clearway community energy [email protected] Barnett Clearway Community Energy [email protected]
Alec Goetz Clearway Community Energy Development, LLC [email protected] Qureshi Clearway Energy [email protected] Schneider Clearway Energy [email protected] Vilminot Commonwealth Associates [email protected] Brigham Commonwealth Associates Inc. [email protected] Iadipaolo Commonwealth Associates, Inc. [email protected] Batten Concord [email protected] Fischette Concord Engineering Group Inc [email protected] Boswell Concord Engineering Group, Inc. [email protected] Fance Cultiv8 [email protected] Wage dbHMS [email protected] Wohl DCO Energy, LLC [email protected] Humphries DTE Energy Services [email protected] Marchigiano Duke Energy [email protected] Voda Duke Energy [email protected] Boone Duke Energy [email protected] MOREL Duke Energy [email protected] Mango Duke Energy [email protected] Wittbrodt Duke Energy [email protected] CAMPBELL Duke Energy Sustainable Soluti [email protected] White Duke Energy Sustainable Solutions [email protected] Beer Duke Energy Sustainable Solutions [email protected] Lynch ENGIE [email protected] Arbizu ENGIE [email protected] Baassiri Engie [email protected] Johnson ENGIE [email protected] Campo ENGIE [email protected] Toops ENGIE [email protected] Kellenbenz ENGIE N.A. [email protected] Lopez ENGIE North America [email protected] Goodman Engineering Design Technologies [email protected] Macchia Enwave [email protected] Pandey Enwave Energy [email protected] Horton Fengate Asset Management [email protected] Peppard Fengate Asset Management [email protected] Clarke Fengate Real Asset Investments [email protected] Bush First Choice Management Services, Inc [email protected] Sorenson First Sentier Investors [email protected] Brown Gainesville Regional Utilities [email protected] Morton GE [email protected] Skudarnov Generate Capital [email protected] Mullins Gilbane Building Company [email protected] Hoadley Goldman Sachs [email protected] Fortino Goldman Sachs [email protected] Dunham Goldman Sachs [email protected] Stevenson Goldman Sachs [email protected] Elmore Goldman Sachs & Co. LLC [email protected] Poteat Gray And Associates Inc. [email protected] Heidt GRU [email protected] Verschage GRU [email protected] g gs [email protected] eckert GS [email protected] Monson GS [email protected] White GS [email protected] Johnson Hannon Armstrong [email protected]
John Hopkins Harrison Street [email protected] Pitts Hayat Brown [email protected] Brown Hayat Brown LLC [email protected] Koenig HDR [email protected] Sutherland HDR [email protected] Poussard HDR [email protected] Newman Hilltop Securities Inc [email protected] Belmonte HMI Technical Services [email protected] Radvany HMI Technical Solutions [email protected] Ast Honeywell [email protected] Guerrero Honeywell International, Inc. [email protected] Beck I. C. Thomasson Associates, Inc. [email protected] Miller I.C. Thomasson Associates, Inc. [email protected] Frymann J.P. Morgan [email protected] Jabs J.P. Morgan [email protected] Gredell J.P. Morgan [email protected] Salas J.P. Morgan [email protected] Clarke J.P. Morgan [email protected] Eddy Jacobs [email protected] Fox Jacobs [email protected] Ringel Jacobs Engineering [email protected] Gableman JLRD Consulting Engineers [email protected] Feagans JLRD Engineers [email protected] Liu John Laing [email protected] Chusan John Laing [email protected] Newbern Johnson Controls, Inc. [email protected] Widener JP Morgan [email protected] Bush KBCM [email protected] Schwartz Kepler Energy [email protected] Singh Key Solutions Inc. [email protected] Foster KeyBanc Capital Markets [email protected] Hill KeyBanc Capital Markets [email protected] Foster KeyBanc Capital Markets [email protected] Schmitt Kiewit [email protected] Howard Kindle Energy LLC [email protected] Compton Mastec [email protected] Duggan MasTec [email protected] Hicks MasTec Power [email protected] DonMoyer MasTec Power Corp [email protected] Gallentine McKim & Creed [email protected] Greek McKinstry [email protected] Ayuthia Meridiam [email protected] Nothias Meridiam [email protected] Erkovan Meridiam [email protected] Garnier Meridiam Infrastructure [email protected] Douglas Meridiam North America [email protected] Rayis Michigan State University [email protected] PETRIN NAES Corporation [email protected] Huston NAES Corporation [email protected] Nimbarte NEER [email protected] Nimbarte NEER [email protected] SCHIFF NextEra Energy [email protected] Kowal NextEra Energy Resources [email protected] Spangler NextEra Energy Resources [email protected] Matteo NextEra Energy Resources [email protected]
David Braslau NORESCO [email protected] Newfell NORESCO [email protected] Azzara NORESCO [email protected] Lampton NORESCO [email protected] Clark NORESCO [email protected] Roberti NORESCO [email protected] Dorr PCL Construction [email protected] MacPherson PCL Construction Services [email protected] Roberts Performance Management Group, Inc. [email protected] Lover PFM [email protected] Creech Plant N Power [email protected] Hargrove Plant N Power, Inc [email protected] Yates Plenary Americas [email protected] Crowder Plenary Americas [email protected] Kuratczyk Rbc [email protected] Roche RBUS, LLC [email protected] Borkowicz RMF Engineering [email protected] Kerley RMF Engineering [email protected] Nolder RMF Engineering [email protected] Williamson RMF Engineering, Inc. [email protected] Boto Sacyr [email protected] CAPARROS SACYR [email protected] Perez Sacyr Concesiones [email protected] Lopez Nalda Sacyr Concesiones [email protected] Berriochoa Sacyr Concesiones [email protected] Sigüenza Sacyr Concessions [email protected] snyder Sacyr Construction [email protected] Tique Sacyr Construction USA LLC [email protected] Escorihuela Sacyr Infrastructure [email protected] Colasuonno Sacyr USA [email protected] Eaton Siemens [email protected] Craddock Siemens [email protected] Thurlow Siemens [email protected] Thompson Siemens [email protected] Gakos Siemens [email protected] Lindstrom Siemens Energy [email protected] Raisuddin Siemens Financial [email protected] Kingston Siemens Financial Services [email protected] Hadolt Societe Generale [email protected] Dyches Southeast Industrial Sales Company [email protected] Lothspeich Stanley Consultants [email protected] Ungerman Stanley Consultants [email protected] Roling Stanley Consultants [email protected] DePodesta Stanley Consultants, Inc. [email protected] Klopp Stanley Consultants, Inc. [email protected] aloi Star America [email protected] Kallop Star America Infrastructure Partners [email protected] Dowd Star America Infrastructure Partners [email protected] Carsey Sustainability Partners [email protected] Harris The Independent Florida Alligator [email protected] Kessinger The Weitz Company [email protected] Humbert Tower Engineering [email protected] Axx Uaf [email protected] Deal UF [email protected] Tangeman University of Alaska - Fairbanks [email protected]
Kellie Fritze University of Alaska Fairbanks [email protected] Reyes University of Florida [email protected] Helms University of Florida [email protected] Clarke University of Florida [email protected] Bullett University of Florida [email protected] XIN University of Florida [email protected] Muir University of Utah [email protected] Perez Vanderbilt University [email protected] Beasley Vanderbilt University [email protected] Bymaster Vanderbilt University [email protected] Brinker Veolia [email protected] Perry Veolia [email protected] hemming Veolia [email protected] Douglas Vicinity Energy [email protected] Lohiya Walker Architects [email protected] Walker Walker Architects [email protected] Robinson Wells Fargo [email protected] Chen Wells Fargo Securities [email protected] Ismail WSP [email protected] Case WSP USA Inc. [email protected]
University of Florida
Central Energy Plant Project Industry DaySeptember 2021
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Today’s Speakers
Chris Cowen
Curtis Reynolds
Chief Financial Officer, University of Florida
Vice President, Business Affairs, University of Florida
Colt Little Attorney / General Counsel’s Office, University of Florida
3
Overview of the University
Background
Offerings
State-Supported Land-Grant Research University
Founded in 1853
Located on a contiguous 2,000 acre main campus in
Gainesville, Florida
Member of the State University System
Recognized by the Carnegie Commission on Higher
Education as one of the Nation’s leading research
universities
Enrollment exceeding 57,800 students
Academically most highly ranked student body in the
State of Florida
16 Colleges and more than 190 interdisciplinary
research and education centers, bureaus and
institutes
Almost 100 Undergraduate and over 200 Graduate
degrees
Professional post-baccalaureate degrees in law,
dentistry, medicine, pharmacy, and veterinary
medicine
4
Overview of the University (Cont.)
Accolades
Ranked #5 among Public Universities in the U.S. (US News and World
Report 2021)
The University’s Sid Martin Biotechnology Incubator was ranked “World’s
Best University Biotechnology Incubator” (UBI 2013)
Received a record $838 million in research awards last fiscal year
Ranked 16th among public universities in research expenditures
(2019)
#2 among Best Value Public Colleges (Forbes 2016)
Credit Moody’s S&P Fitch
Issuer Aa1 - AA+
Student Activity Aa2 AA+ AA
Parking Facility Aa2 AA- AA-
Dormitory Aa2 AA- AA
University Ratings1
1As of September 28, 2021
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Existing Energy System
Utility System
The University’s education, research, agricultural,
medical, athletic and business-related functions all rely
on an intricate arrangement of energy generation,
chillers, boilers, and utility distribution
Duke Energy Facility
Currently, the University’s central
cogeneration facility is owned and operated
by Duke Energy Florida, LLC and is referred
to as the “Duke Energy Facility”
The Duke Energy Facility has been in
operation for 25 years and is the primary
source of steam for the campus
The Facility is not directly connected to the
University’s electrical distribution system
The University is a retail electricity
customer of Duke Energy and takes delivery
for all electricity to the campus via grid-
connected substations
Map above includes all delivery and return lines (piping or wires) for Electrical, Chilled
Water, and Steam on campus
6
Central Energy Plant Project
Background
The Duke Energy Facility, the University’s central
cogeneration facility, is approaching the end of its service
life and subsequent contract expiration
The infrastructure systems that produce chilled water and
deliver thermal energy and electricity to the campus require
upgrade and expansion
The overall existing utility system distribution capacity is
becoming insufficient to meet the needs of the growing
campus
The campus has no source of islandable power
generation to support critical operations in the event of a
grid outage failure
In response, the University has invested the past three
years exploring numerous infrastructure alternatives and
formulating a strategy to develop the next generation of
campus utilities to meet the needs of the University
7
Project Overview
B&F: Mowry Road Substation (“Electrical
Distribution”)
Steam (230,000 PPH)
Combined Cycle CHP (50 MW)
Chilled Water (25,000 tons)
Connection to main campus steam and chilled
water piping
New Energy Plant Building
New direct bury chilled water distribution piping
Steam and condensate return distribution pipes
Three new 69kV stepdown transformers and
switchyard
Electrical and communications distribution
feeders
Chilled water distribution piping
B&F: Thermal Piping Distribution Loop
(“Thermal Utility Infrastructure”)
DBFOM: Central Energy Plant
Scope of Work
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Strategic Objectives
The Project design should ensure energy resilience for the campus while advancing
strategic priorities of the University
Achieving Steam Independence Achieving Sustainability GoalsBalancing Affordability with
Future Innovation
Academic Collaboration Inclusive Culture Cutting Edge Technology
Provide Steam for all of
campus by 2027
Project will further reduce the
University’s overall carbon
footprint by 25%
Efficient pricing and ongoing
operational synergies while
allowing for future technological
innovation
Interactive and dynamic programs
to provide a living laboratory for
all students
Supports the University’s
commitment to diversity, equity
and inclusion
Inclusion of AI and state-of-the-art
diagnostic tools to
maximize efficiency
9
Sustainability Goals
25% Reduction in the University’s Overall
Carbon Footprint
Carbon and Sustainability Goals
Mitigating Long-Term Implications
Immediate Carbon Reduction
Presidential-level goal to be a carbon neutral campus since
2006
The UF Climate Action Plan 2.0 will be released in Fall 2021
The University completes annual UF Greenhouse Gas
Inventory for the University’s main campus operations
On an annual basis, the reduction of carbon footprint
from the CEP is the equivalent of shifting 18,000 US homes
to zero-emission electricity
Emissions reductions come from improving efficiency with
the University’s steam supply, shifting ~60% of campus
electricity from the electricity grid, generating electricity
using a highly efficient CHP system, and reducing the
distance electricity will need to travel to arrive where
needed
The University has made a commitment to
develop the CEP for present and future
campus needs
The gas turbines may have the potential to
adapt to burn more environmentally
friendly fuel sources in the future
10
Key Drivers for Utilizing a P3 Delivery Model
After extensive diligence and review, the University has elected to pursue a P3 delivery model vs. self-delivery
State law limitations on
the University’s direct
debt financing
Leverage third party
expertise to reduce total
project cost
Central
Energy Plant
Project
P3 Partner to help the
University meet Strategic
Objectives
Turn-key solution
ensuring on-time delivery
and ongoing operational
reliability
Cutting edge technology
with ability to adapt to
future technological
innovations
Single point of contact
and streamlined
operations to drive future
synergies
Further enhance
academic collaboration
on campus
Full living laboratory on
campus for the
University’s students
Project serves as a
model in industry
The University’s Staff has been, and will continue to be, in active dialogue with the Trustees
and Board of Governors
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Anticipated P3 Structure
The Developer will be responsible for designing, building, financing, operating and
maintaining (“DBFOM”) the Central Energy Plant
The Developer will be responsible for building and financing the thermal distribution piping
loop and Mowry Road Substation
The Developer is expected to be compensated via an Availability Payment-like mechanism
from the University
– Central Energy Plant scope will include performance based deductions and KPI
compliance requirements throughout the term of the agreement
12
Overview of Procurement Process
ITN Phase I
ITN Phase II
Issuance of ITN Phase I
Evaluation of SOQs
Development of a short list
of 3-4 firms
Issuance of initial draft ITN Phase II
Evaluation of comments from shortlisted firms
Issuance of final ITN Phase II
Proposal submissions and evaluation
Negotiation of Final Agreement
Approval of Final Agreement
Please reach out to the
following email address
with any questions:
13
Anticipated Project Timeline
Item Date
Issuance ITN Phase I September 9, 2021
Industry Day September 28, 2021 at 1:30 p.m.
ITN Questions Deadline October 1, 2021
ITN Questions Response Date October 15, 2021
SOQ Submission Deadline and
Opening of SOQs November 10, 2021 at 2:00 p.m.
Announcement of Shortlisted Proposers December 2021
Issue Initial Draft ITN Phase II January 2022
Issue Final ITN Phase II June 2022
Proposal Submission Deadline September 2022
Selection of Developer October 2022
Financial Close Early 2023
14
Questions & Answers
The University will not be bound by, and Respondents shall not rely on, any oral communication or representation regarding this ITN Phase I or any written communication except to
the extent that it is contained in this ITN Phase I or in an addendum to this ITN Phase I
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Procurement Follow-Ups
An addendum to the ITN will be issued by October 15th, that will include:
Responses to questions received
List of registered attendees, including email addresses
Any written ITN questions (using Form E) are due October 1st to [email protected]
Responses will be posted to UF’s Procurement.ufl.edu website by October 15th
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The University’s Cross-Department Internal Project Team
Chris Cowen Chief Financial Officer
Alan West Assistant Vice President and Treasurer
Curtis Reynolds Vice President, Business Affairs
Mark Helms Assistance Vice President, Facilities Services
Colt Little Attorney / General Counsel’s Office
Marilena Ceobanu Director, Finance
Chris Whitehurst Assistant Director, Finance
Jennifer Meisenhelder Director of Utilities, Thermal Systems
Gregg Clarke Senior Director, Operations
Dante Reyes Senior Project Controls Manager
Charles Kammin Assistant Director, Electric Systems
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Financial Advisor
Goldman Sachs
Technical Advisor
Jacobs
Legal Advisors
Ballard Spahr
GBW Legal
Bryant Miller Olive
Advisory Team
