UC Real Estate Roundtable

Real Estate Officers Best Practices and Hot Button Issues

October 16-17, 2013
Downtown Oakland - 5 Star Conference Center

This two day event featured  topics on privatized and donor development at UC; campus presentations on unique projects and new initiatives; gifts of real property for Natural Reserves and other University purposes; seismic safety, accessibility and relocation policy; leasing and updates to standard forms;and a roundtable discussion sharing questions and lessons learned.  The Roundtable is suitable for all campus real estate personnel and will also feature speakers from OGC, External Finance, the Natural Reserve System and Capital Resource Management.  There were both general and breakout sessions.  The agenda is below.

October 16, 2013

8:30 a.m.   Breakfast/Networking
9:30 a.m.   Welcome and Overview - Gordon Schanck
9:45 a.m.   Accessibility Guidelines--Rationale, Exposure and Practice- Catherine Kniazewycz
10:45 a.m.  Relocation:New Policy & Key Concerns with Occupied Property – David Robinson and Connie Miller
11:15 a.m.  Seismic Safety: Regents' Focus; Ranking System; Making it Work - Deborah Wylie
1:00 p.m.    Energy Initiatives: UCD Plans; West Village and Solar Mine: Systemwide & Other Campuses-Mary Hakawaya, Dirk Van Ulden
2:00 p.m.    University- Related and Endowment Gifts and Bequests - Allen Meacham
2:30 p.m.    Break-Out Sessions

  • Strategic Real Estate Outsourcing - Esther Morales
  • NRS Overview: Gifts of Real Estate and Interests, therein - Violet Nakayama

3:30 p.m.   Break-Out Sessions

  • Standard Form Lease Revisions - Liana Epperson and Shauna Brown
  • Capital Markets Finance - Sandra Kim and Pikka Sodhi

October 17, 2013

8:30 a.m.    Breakfast/Networking
9:30 a.m.    Welcome and Overview - Allen Meacham

9:45 a.m.    Privatized Development at UC--Range of Project Types; Projects to date; Questions to ask ourselves – Gordon Schanck

11:00 a.m.   UCI East Campus Student Housing - Richard Orr, Allen Meacham
     Working Lunch

1:00 p.m.    UCB Maxwell Field - UC's First At Risk Parking Garage - Kevin Hufferd and Eric Schueler
1:30 p.m.    UCSD Stanford Consortium and Center for Novel Therapeutics - Nancy Kossan
2:45 p.m.    Donor Development - David Robinson, Gordon Schanck 
3:45 p.m.    Wrap-Up