statements of qualifications

RESPONSE TO RFP FOR

STATEMENTS OF QUALIFICATIONS FOR DEVELOPMENT OF RESIDENTIAL HOUSING

Lakeland, FL | October 7, 2013

TABLE OF CONTENTS

This proposal contains proprietary and confidential information of Sodexo. It may not be disclosed to third parties without Sodexo’s prior written consent. As the recipient of this proposal, you agree to use due care to prevent its unauthorized use. This proposal is submitted in the name of Sodexo, however, if awarded this business, Sodexo will contract under the name Sodexo Construction, Inc.

TAB 1 Transmittal Letter and Summary Sheet

TAB 2 Proposer Financial Information

TAB 3 Corporate Qualifications

TAB 4 Experience and Past Performance

TAB 5 Personnel Qualifications

TAB 6 Project Approach

TAB 7 Business Terms

Transmittal Letter and Sum

mary Sheet

TAB

1

This official transmittal letter on company letterhead must be signed by a duly authorized representative of the Proposer. Separately from the letter, complete and include the Proposer Summary Sheet (see RFSOQ Exhibit A).

Please see the following Transmittal Letter and Proposer Summary Sheet.

TAB 1

Transmittal Letter and Summary Sheet

1PROPRIETARY AND CONFIDENTIAL | Florida Polytechnic University

Exhibit A – Proposer Summary Sheet Proposer Name:

1 Sodexo Construction, Inc. Proposer Address: 6081 Hamilton Boulevard, Allentown, Pennsylvania 18106 Proposer FEIN: 20-3037697 Proposer DUNS Number: 185546207 Proposer Contact (for purposes of this RFSOQ): James Etchechury, Regional Director Phone: 239 227 9809 Email: [email protected] Proposer Team Members (if applicable) (financing, design, construction, operation): Financing John Christmas – Hannon Armstrong, 703 403 0464 James Etchechury – Regional Sales Director, Sodexo, 239 227 9809 Design Bill Neyland – Senior Project Manager, Sodexo, 813 545 6394 Fady Barmada – Senior Product Manager, Sodexo, 856 952 1702 Construction Jason Richards – Vice President of Energy and Construction Services, Sodexo, 610 417 8181 Scott Krebs – Senior Director of Energy Project Management Team, Sodexo, 916 473 0707 Larry Krison – Director of Operations, Sodexo, 518 376 8981 Tim Jackson – Senior Manager of Project Engineering, Sodexo, 770 547 9373 Jennifer Isenbeck – Construction Manager, University of Tampa, 813 731 2203 Operations Johnny Crotts – Director of Business Development, On-Site Service Solutions, Sodexo, 949 202 9793 Ellis Kirby – Regional Vice President of Education, Sodexo, 770 687 7753 Aubrey Wooten – Regional Vice President, Campus Services, Sodexo, 404 727 8910 Nelson Sergent – District Manager, Sodexo, 352 817 9765 Michael Scheffres – District Manager, Campus Services, Sodexo, 803 777 6004

1For purposes of completing this form, “Proposer” means the entity that will be the lessee of the ground lease contemplated for the Project, that is, the entity legally responsible to the University for development of the Project. If this will be a limited liability company or other form of special purpose entity or vehicle, please use the name of the managing entity or otherwise controlling interest.

Proposer Financial Information

TAB

2

Please see Sodexo's 2012 Audited Financial Statements at the end of this section.

TAB 2

Proposer Financial Information

Provide financial documentation that is sufficient for the University to make a reasonable assessment of the Proposer’s financial viability to deliver and operate the Project. The University acknowledges that privately held corporations and other business entities are not required by law to have audited financial statements. If the Proposer is a publicly traded company, or a privately held corporation or other business entity whose financial statements ARE audited, then the Proposer shall furnish such audited statements in accordance with Option 1, below. If the privately held corporation or other business entity does not have audited financial statements, then Options 2 or 3 will be accepted. If the Proposer is an entity with no history or financial statements, then Option 4 will be accepted. The University may reject as non-responsive any Statement that does not fully comply with one of these four options.

Financial PlanProvider: Sodexo Construction, Inc. (Sodexo)

User: Florida Polytechnic University (FPU)

Lender/Owner: Hannon Armstrong

Housing Facilities: The parties will agree on a specific design and floor plan for the Housing Facilities. Provider and Lender shall deliver the Housing Facilities to User in accordance with a mutually agreed upon milestone schedule.

Development Cost: Provided by Lender. No borrowing will be required of User.

Development Agreement: Provider and Lender shall enter into an agreement for the procurement and construction of the Housing Facilities. Under the Development Agreement, Lender will remit the Development Cost into a trustee account. Over the


Development Period, the trustee will distribute draw payments to Provider in accordance with a mutually agreed upon milestone schedule. Upon completion of the Development Agreement, Provider shall deliver to Lender the completed Housing Facilities.

Asset Usage and RevenueSharing Agreement: Following the completion of the Development Agreement, Lender and User shall enter an Asset Usage and Revenue Sharing Agreement (“AURSA”) under which Lender shall provide the Housing Facilities to User. Under the AURSA, User will have exclusive and irrevocable right-of-use and quiet enjoyment of the Housing Facilities. User shall assign students to live in the Housing Facilities, and manage the billing and collection of payments. Under the AURSA, there will be no fixed payment obligation by the User. Instead, Lender and User will agree to share the revenues generated by the Housing Facilities on an 85/15 basis for the duration of AURSA Term.

Housing Rates: The average housing rate assumed by the Provider is $7,000 per unit, per year. These rates shall escalate by 2.0% per year.

Development Term: Approximately 18 months.

AURSA Term: 25 years, not including Development Term.

No Occupancy Guarantee: User will not provide any guarantees with respect to future occupancy levels or associated revenues generated by the Housing Facilities. Lender agrees to accept the financial risk and liability that future revenues will be insufficient to amortize the Development Cost.

First-Use Assignment Commitment: User shall commit to assigning students to the Housing.

Facilities on a priority, first-use basis before making other housing options available for self-selection by students or assignment by User. For the avoidance of doubt, User shall fill the Housing. Facilities to capacity before making other housing options available to students for the duration of the AURSA.

Ownership: Unless purchased by User, Lender shall retain ownership of the Housing Facilities during the AURSA Term.

Building Closure: In the event student population declines and User decides to reduce the total number of housing options available on campus, it will commit to closing or converting to alternative purposes, other housing assets prior to closing the Housing Facilities.

Purchase Option: User may purchase the Housing Facilities at any time by paying a buyout fee to Lender, which will reflect Lender’s unamortized balance plus financing unwind fees or fair market value, whichever is greater.

End of Term: At the end of the AURSA Term, title and ownership of the Housing Facilities will transfer to User.

Upgrade of the Facility: Subject to the condition of the Housing Facilities, the parties may choose to upgrade and rehabilitate the Housing Facilities during the AURSA Term.

Financial Impact on User: The structural objectives of the AURSA is an off-credit arrangement that does not impact the credit standing or financial outlook for the User, nor does it diminish User’s future borrowing capacity. Under the AURSA, User bears no funding obligation, does not own the assets, has no fixed payment obligation, and may terminate the AURSA with no further obligation.

Please see the following 2012 audited financial statement.

2 Florida Polytechnic University | PROPRIETARY AND CONFIDENTIAL

PROPOSER FINANCIAL INFORMATION

Sodexo - Registration Document Fiscal 2012110

4 CONSOLIDATED INFORMATION

Sodexo Consolidated Financial Statements as of August 31, 2012

4.2 Sodexo Consolidated Financial Statements as of August 31, 2012

› 4.2.1 CONSOLIDATED INCOME STATEMENT

(in millions of euro) Notes Fiscal 2012 Fiscal 2011

Revenues 3 18,236 16,047

Cost of sales 4.1 (15,396) (13,529)

Gross profit 2,840 2,518

Sales Department costs 4.1 (260) (242)

General and administrative costs 4.1 (1,558) (1,408)

Other operating income 4.1 15 10

Other operating costs 4.1 (53) (25)

Operating profit 3 984 853

Interest income 4.2 65 57

Financing costs 4.2 (231) (204)

Share of profit of companies consolidated by the equity method 3 and 4.9 18 15

Profit for the period before tax 836 721

Income tax expense 4.3 (286) (250)

Profit for the year 550 471

Of which:

Non-controlling interests 25 20

PROFIT ATTRIBUTABLE TO EQUITY HOLDERS OF THE PARENT 525 451

Earnings per share (in euro) 4.4 3.48 2.95

Diluted earnings per share (in euro) 4.4 3.45 2.94

◀ CONTENTS ▶Pierre

Bellon’sMessage

Michel Landel’sMessage

1History

2Our

Group

3Corporate

Responsibility

4Consolidated Information

5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info

PROPRIETARY AND CONFIDENTIAL

Sodexo - Registration Document Fiscal 2012 111

4CONSOLIDATED INFORMATION

4


› 4.2.2 CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME


Profit for the year 550 471

Components of other comprehensive income to be reclassified subsequently to profit or loss

Change in fair value of available for sale financial assets 4.11.3 and 4.15 1 0

Change in fair value of available for sale financial assets reclassified to profit or loss 4.11.3 and 4.15

Change in fair value of Cash Flow Hedges 4.17 and 4.15 (21)

Change in fair value of Cash Flow Hedges reclassified to profit or loss 4.17 and 4.15 13 14

Currency translation differences 287 (314)

Tax on components of other comprehensive income to be reclassified subsequently to profit or loss 4.15 3 (5)

Share of other components of comprehensive income of companies consolidated by the equity method, net of tax 4.15 (9) 1

Components of other comprehensive income that will not be reclassified subsequently to profit or loss

Actuarial gain (loss) on defined benefit pension plans and other 4.18.1 and 4.15 (98) 36

Tax on components of other comprehensive income that will not be reclassified subsequently to profit or loss 4.15 23 (10)

Total other comprehensive income (loss), after tax 199 (278)

COMPREHENSIVE INCOME 749 193

Of which:

Equity holders of the parent 720 177



Bellon’sMessage


1History

2Our

Group

3Corporate

Responsibility


5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info





› 4.2.3 CONSOLIDATED STATEMENT OF FINANCIAL POSITION

ASSETS

(in millions of euro) Notes August 31, 2012 August 31, 2011

NON-CURRENT ASSETS

Property, plant and equipment 4.5 574 513

Goodwill 4.6 5,031 4,283

Other intangible assets 4.7 563 492

Client investments 4.8 296 222

Companies consolidated by the equity method 4.9 81 70

Financial assets 4.11 133 115

Derivative financial instruments 4.17 26

Other non-current assets 4.13 15 14

Deferred tax assets 4.21 169 153

Total non-current assets 6,888 5,862

CURRENT ASSETS

Financial assets 4.11 4 9

Derivative financial instruments 4.17 1 2

Inventories 4.12 296 252

Income tax receivable 96 72

Trade and other receivables 4.13 3,445 3,142

Restricted cash and financial assets related to the Benefits and Rewards Services activity(1) 4.11 609 622

Cash and cash equivalents 4.14 1,451 1,448

Total current assets 5,902 5,547

TOTAL ASSETS 12,790 11,409

(1) New name of the Motivation Solutions activity.


Bellon’sMessage


1History

2Our

Group

3Corporate

Responsibility


5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info




4


LIABILITIES AND SHAREHOLDERS’ EQUITY

(in millions of euro) Notes August 31, 2012 August 31, 2011

SHAREHOLDERS’ EQUITY

Common stock 628 628

Additional paid in capital 1,109 1,109

Reserves and retained earnings 1,297 798

Equity attributable to equity holders of the parent 3,034 2,535


Total shareholders’ equity 4.15 3,069 2,565

NON-CURRENT LIABILITIES Borrowings 4.16 2,550 2,262


Employee benefits 4.18 381 281

Other liabilities 4.20 222 190

Provisions 4.19 105 62

Deferred tax liabilities 4.21 161 150

Total non-current liabilities 3,421 2,946

CURRENT LIABILITIES

Bank overdrafts 4.14 15 23

Borrowings 4.16 136 152


Income tax payable 130 120

Provisions 4.19 41 47

Trade and other payables 4.20 3,422 3,125

Vouchers payable 2,533 2,421

Total current liabilities 6,300 5,898

TOTAL LIABILITIES AND EQUITY 12,790 11,409


Bellon’sMessage


1History

2Our

Group

3Corporate

Responsibility


5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info





› 4.2.4 CONSOLIDATED CASH FLOW STATEMENT


Operating activities

Operating profit 984 853

Elimination of non-cash and non-operating items Depreciation and amortization 353 244Provisions (9) (9)Loss on disposal and other 16 15Dividends received from companies consolidated by the equity method 16 13Change in working capital from operating activities 56 100Change in inventories 4.12 (7) (32)Change in accounts receivable (87) (235)Change in trade and other payables (10) 261Change in vouchers payable 157 170Change in financial assets related to the Benefits and Rewards Services activity 3 (64)Interest paid (160) (144)Interest received 20 14Income tax paid (258) (239)Net cash provided by operating activities 1,018 847

Investing activities Acquisitions of property, plant and equipment and intangible assets (308) (242)Disposals of property, plant and equipment and intangible assets 28 22Change in client investments 4.8 (39) (22)Change in financial assets 20 12Acquisitions of subsidiaries 4.24 (586) (2)Dispositions of subsidiaries 3 Net cash used in investing activities (882) (232)

Financing activities Dividends paid to parent company shareholders 4.15 (221) (208)Dividends paid to non-controlling shareholders of consolidated companies (26) (21)Purchases of treasury shares 4.14 (94) (212)Disposition of treasury shares 69 51Increase in capital 1 2Decrease in capital Acquisition of non-controlling interests (15) (3)Disposition of equity investments without loss of control Proceeds from borrowings 238 429Repayment of borrowings (131) (610)Net cash used in financing activities (179) (572)

CHANGE IN NET CASH AND CASH EQUIVALENTS (43) 42Net effect of exchange rates and other effects on cash 55 (86)Net cash and cash equivalents, beginning of period 1,424 1,468

NET CASH AND CASH EQUIVALENTS, END OF PERIOD 4.14 1,436 1,424


Bellon’sMessage


1History

2Our

Group

3Corporate

Responsibility


5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info




4


› 4.2.5 STATEMENT OF CHANGES IN SHAREHOLDERS’ EQUITY

(in millions of euro)Shares

outstandingShare

capitalShare

premiumTreasury

shares

Reserves and comprehensive

incomeTranslation

adjustments

Total shareholders’ equity

Attributable to equity

holders of the parent

Non-controlling

interests Total

Notes 4.15 4.15 4.15

Shareholders’ equity as of August 31, 2010 157,132,025 628 1,109 (229) 1,326 (127) 2,707 32 2,739

Profit for the year 451 451 20 471

Other comprehensive income, net of tax 36 (310) (274) (4) (278)

Comprehensive income 487 (310) 177 16 193

Dividends paid (208) (208) (20) (228)

Increase in share capital 1 1

Decrease in share capital

Treasury shares (162) (162) (162)

Share-based payment (net of income tax) 19 19 19

Other 2 2 1 3

Shareholders’ equity as of August 31, 2011 157,132,025 628 1,109 (391) 1,626 (437) 2,535 30 2,565

Profit for the year 525 525 25 550

Other comprehensive income, net of tax (88) 283 195 4 199

Comprehensive income 437 283 720 29 749

Dividends paid (221) (221) (26) (247)

Increase in share capital 1 1

Decrease in share capital

Treasury shares (25) (25) (25)

Share-based payment (net of income tax) 24 24 24

Other 1 1 1 2

Shareholders’ equity as of August 31, 2012 157,132,025 628 1,109 (416) 1,867 (154) 3 034 35 3,069


Bellon’sMessage


1History

2Our

Group

3Corporate

Responsibility


5Issuer

6Legal

7Shareholders

8Corporate

Governance

9Resolutions

10Other info


Corporate Qualifications

TAB

3

TAB 3

Corporate Qualifications

Describe the Proposer’s corporate qualifications, for example, company background and history, significant technologies, and any relevant certifications (e.g., CCMI, ISO, Six Sigma, etc.).

Describe the Proposer’s organizational structure. If more than one company is involved, clearly identify which firm will satisfy which Project role. If any teaming agreements have been documented, please attach as exhibits any such agreements.

Sodexo has assembled a best-in-class team to support Florida Polytechnic University. Sodexo’s organization for this project would be Sodexo as the developer with Hannon Armstrong as the lead financer. Sodexo’s Energy and Construction team would act as General Contractor. Roth, a Sodexo company would act as the Roofing, HVAC and Security Access Subcontractor on the project. Sodexo’s Dining Services team would design and operate the retail outlets in the resident hall. Sodexo’s Facility Solutions team would provide Operations & Maintenance and Custodial Services for the residential hall. The Sodexo team described below is dedicated to improving the quality of daily life for every student, faculty, staff and administrator on campus, while maintaining the highest operational standards. Sodexo is also a partner that is willing to invest funds over and above those committed to building the residence hall.

Sodexo Company OverviewSodexo, Inc. is the North American subsidiary of Sodexo Group, an international company. Headquartered in Gaithersburg, Maryland, Sodexo is the leading provider of food and facilities management in North America, with $8.8 billion in annual sales. Recent mergers and acquisitions have allowed Sodexo to enhance its service offerings. While each of


these companies was a leader in their respective industry, the combined synergies of these mergers have created a new organization that is focused on delivering value to our customers. Sodexo offers a variety of innovative outsourcing solutions, including Food and Nutrition Services, Environmental Services, Operations & Maintenance, Infrastructure Renewal, Clinical Technology Management and Laundry Services to health care facilities, corporations, schools, universities/colleges and remote sites. In North America, Sodexo has 125,000 employees and operates 9,185 sites across North America.

Sodexo Group was founded in 1966 by its current chairman, Pierre Bellon. Today, it is the world leader in food and facility management services, employing 420,000 people worldwide and representing 90 cultures in 80 countries. Sodexo Group generated approximately $22.2 billion in sales in last fiscal year and has been listed on the Paris Bourse (the Paris stock exchange) since 1983. Sodexo brings to the table the added benefits of international experience and best practices, which enable the company to better serve our clients. Our global presence enables us to take advantage of the power of the diversity of thinking and cultures.

Hannon ArmstrongFor this project, we have selected Hannon Armstrong as the lead investor. Formed more than 30 years ago, Hannon Armstrong has provided or arranged more than $4 billion in financing on more than 450 projects. Hannon Armstrong is organized as a real estate investment trust (REIT). While Hannon Armstrong takes the lead on financing the project, Sodexo will design, construct, operate and maintain the resident hall for the duration of the term.

Sodexo’s Construction TeamSodexo, a global leader in Quality of Life Services, executes and manages a wide range of construction and capital improvement projects, including design, engineering, construction management, program management, vendor selection, project construction and commissioning. Sodexo’s Energy and Construction Services team consists of 75 professionals averaging 25 years of experience in both energy and construction services. Sodexo has managed more than $1.3 billion in customer projects and conducts business in all 50 states, as well as in Canada. Sodexo is a proven facilities management partner to Fortune 500 companies, universities, and health care and government institutions around the world that expect the highest standards of service, safety and comfort.

Sodexo-Roth (Roofing, HVAC, Controls and Security Access Subcontractor)Sodexo’s acquired Roth Brothers in November, 2011. Roth Brothers is an industry-leading building services company. Founded in Youngstown, Ohio in 1923, Roth is at the forefront of technology and performance in HVAC Service, Project Management, Energy Management, Electrical Services, Roofing and HVAC, and Security Access Systems. Roth can provide a broad range of services throughout the life cycle of our clients’ energy and indoor environmental systems, including maintenance, repair and replacement, design, engineering and installation, and on-site and off-site management of building systems, including control and monitoring systems. One of Roth’s unique assets is its ability to deliver remote monitoring of client facilities through a network operations center. Over the past 88 years, Roth has grown into an industry-leading player with national service delivery


CORPORATE QUALIFICATIONS

capabilities. Roth Brothers provides the following regional services in our Florida markets: HVAC Service, Energy Management, Roof Management, Roofing Construction, Electrical Service, HVAC Construction and Security Access. Roth has been the security access provider at the University of Tampa for the last 10 years.

Sodexo’s Dining Services and Facility Solutions TeamQuality of Life creates a community where students, faculty and staff readily share ideas, enjoy learning and have a sense of belonging. It means healthier and more satisfying meals – meals that provide students the energy they need during class, sporting activities and all the busy happenings of the day. Quality of Life involves a partner with a strong commitment to the community through sustainable, forward-thinking innovations. From preschool through post-grad, in public schools and independent schools and on campuses of every kind, Sodexo creates clean, safe living and learning environments that inspire and drive success.

By focusing on Quality of Life services, we reinforce the overall experience of campus life, which, in turn, improves our partners’ effectiveness and performance. Each student’s experience is at the core of our work. With that approach, our offers are built with a focus on innovation, excellent service, environmental focus and support for wellness and insights into student trends. These are the building blocks to create truly exceptional student experiences.

Certifications and Licenses Certified Distributed Generation – 1

Certified Construction Manager – 1

Certified Demand-Side Management – 2

Certified Distributed Generation Professional – 1

Certified Energy Auditor – 2

Certified Energy Manager – 10

Certified Energy Procurement – 1

Certified Fire and Explosion Investigator – 1

Certified Fire Protection Specialist – 1

Certified Healthcare Construction – 1

Certified Lighting Efficiency Professional –1

Certified Measurement and Verification Professional – 1

Certified Project Manager – 1

Certified Property Manager – 2

Universal CFC Refrigeration License – 1

Facility Manager – 2

LEED AP – 6

Licensed General Construction – 6

Licensed High Pressure Steam Plant Operator – 3

Master of Business Administration – 4

Master’s Degree (Non-MBA) – 3

NYS Department of Labor-Certified Asbestos Inspector – 1

NYS Department of Labor-Certified Asbestos Supervisor – 1

Professional Engineers – 3

Professional Mechanical Engineer – 1

Parsons Project Management – 1

Six Sigma Black Belt – 1


CORPORATE QUALIFICATIONS

Experience and Past Performance

TAB

4

TAB 4

Experience and Past Performance

Describe the Proposer’s experience as it relates to the Project’s requirements (section 5 above). The experience should demonstrate overall ability and experience with similar requirements. The Proposers should describe other similar facilities under their management, including the number of beds in each facility.

Identify at least three, but not more than five, previous projects the Proposer has performed, which best illustrate experience delivering the nature and types of services described in this RFSOQ. The University is most interested in experience that is recent and relevant to the Project’s requirements. Provide reference information for these past engagements, using the form attached as Exhibit B for each reference.

Sodexo distinguishes itself from other service providers, making us uniquely qualified for selection as the firm to partner with Florida Polytechnic University.

Sodexo is one of the nation’s leading energy and construction services companies. A pioneer in performance contracting, Sodexo has more than 25 years of experience delivering results to universities, hospitals, school districts and senior living facilities. Sodexo has managed more than $1.3 billion in customer projects and conducts business in all 50 states, as well as in Canada.

Sodexo provides comprehensive services from pre-construction to project closeout, acting in the best interest of the college. Our construction experts on site are knowledgeable, not only with the front-end services (i.e., design, budgeting, pre-construction etc.), but are experienced with the construction delivery process from the ground up.

At Sodexo, our higher education clients look to our expertise to assist them in their building programs and fulfill the multiple needs that come with those construction projects. The projects listed below highlight our success and experience specific to resident halls.


Exhibit B Project Experience

• WestKennedyHall,UniversityofTampa(2013)Beds: 528 Project Cost: $37 million

West Kennedy Hall was built with construction techniques that make the building a candidate for LEED certification. Some of these include the installation of low-flow water fixtures estimated to save 2.3 million gallons of water a year, highly efficient lighting throughout and the recycling of 78% of the construction waste (1,200 tons).

The building has 11 floors and includes a solar array for hot water supply, two large community rooms, several lounges, student gathering spaces, laundry room and common kitchen. Each room is suite-style with a common living room, four single bedrooms and two full bathrooms, and cable/network ready with Wi-Fi. Each room is furnished with a bed, desk, chair, dresser and closet.

• AdrianUniversity(2014)Beds: 360 Project Cost: $24.8 million

Five buildings provide apartment-style living to accommodate 350-360 students. These apartments will include bedrooms, bathrooms, kitchenette, laundry area and common living space. There are two apartment configurations repeated throughout the building which are a four-bed/two-bath or two-bed/two-bath configurations.

First Floor


EXPERIENCE AND PAST PERFORMANCE

Second and Third Floors

• NorthwoodApartmentsSkidmoreCollege(2007)Beds: 380 Project Cost: $22 million

Northwoods Village offers apartment-style living. The apartments are fully furnished and accommodate either three or four people. Amenities include: laundry room with two washers and three dryers (one room per building) and kitchen with a microwave, refrigerator, sink, stove/oven, dishwasher and fire extinguisher (one per apartment). Wireless Internet is provided in Northwoods Village. Bike racks are located in the laundry rooms. Bedrooms are furnished with the following items: desk, desktop bookcase, desk chair, dresser, wardrobe, full-size bed, nightstand and modem box with cable and Internet connections. Apartments are furnished with:

Kitchen: table, four chairs and two bar stools Living room: sofa, two chairs, coffee table, end table and TV stand Phone port with telephone in kitchen



Other Project Experience

• ArcadiaUniversity–Glenside,Pennsylvania Knight Residence Hall, New Construction – 120 Beds/$4,500,000

• BuenaVistaUniversity–StormLake,Iowa Residence Hall Renovations – 102 Beds/$2,000,000

• FreedHardemanUniversity–Henderson,Tennessee Residence Hall – 200 beds/$6,429,000

• HobartandWilliamSmithColleges–Geneva,NewYork Residence Hall Upgrades – 124 Beds/$3,000,000

• NazarethUniversity–Rochester,NewYork Lyons Student Apartment Complex – 64 Beds/$3,500,000 Lyons North Residence Hall (New) – 122 Beds/$7,200,000

• ScrippsUniversity–Claremont,California Residence Hall – 115 Beds/$7,705,500

• TuskegeeUniversity(HBCU)–Tuskegee,Alabama Harvey Hall Student Housing Rebuild – 126 beds/$5,700,000

• WesternKentuckyUniversity–BowlingGreen,Kentucky All Residence Hall Renovations – $42,000,000

Because of the short construction time of this project, its success will rely on the synergy of everyone involved. Combining everyone’s efforts will be vital toward keeping this project flowing smoothly and without conflict. With such a substantial project, the importance of keeping it on schedule and within budget is critical. The most important advantage of having Sodexo as your representative is the comprehensiveness and continuity of service we will deliver. By hiring Sodexo, you are taking on a partner that will work in your best interest and deliver the results you demand.



Sodexo’s extensive hands-on experience, as well as our thorough knowledge of the higher education market, will enable us to implement a successful program. With any project, a successful program starts with the individuals assigned to the project. This would include architects, engineers, equipment specialists, etc. The experience and knowledge they will bring on site will be instrumental in making sure that this project runs seamlessly. Having Sodexo as an extension to your staff will be beneficial to the successful completion of this project.

Sodexo prides itself in the ability to work collaboratively with our clients. The hallmark of our success and our key differentiator is our people’s ability to provide consistent practices in anything we do. Sodexo serves as your representative in keeping all participants focused on the building program objectives, while achieving the goals of the overall project. We provide independent and impartial guidance on matters of budget, schedule, performance and quality.

Strategic PlanningOur process seeks to enable our partners to meet their strategic and financial goals and improve the physical and operational quality of the campus and its facilities. The approach is broken down into a series of interrelated studies and endeavors. Each effort encompasses a comprehensive exploration of functionally linked individual programs. Because we understand the fluctuating nature of the current fiscal environment, in an effort to enable service prioritization, we have structured our approach to function as a menu of service offerings that leverages our long-term relationship with our partners.

Project Management For four decades, Sodexo has helped clients operate their facilities more efficiently and effectively through our network of key facility professionals. Our company was originally established as an owner’s advocate to provide a wider range of skills and expertise to facility owners, ensuring that the process gathers momentum in the right direction, with the right team.

Sodexo’s project management service is effective because it is based upon experiences and lessons learned from hundreds of successful construction and Operations & Maintenance projects. These best practices have been documented and are implemented by our managers to ensure quality performance for your projects.

Design Engineering When the scope of a project goes beyond equipment replacement and repair, and requires changes to the physical facilities, Sodexo has the design engineering capabilities required to move your construction project in the right direction. We can develop architectural and engineering specifications and drawings to ensure every aspect of the initial stages of a project are engineered properly. We evaluate all implications based on decades of tracking, measuring and performance, and we make recommendations and perform diagnostics based on results. Our engineering support team’s approach is based on technically sound engineering principles, and we approach every initiative and project with your long-term goals and objectives in mind.



Construction Projects Some projects require physical changes to a building in addition to a building’s systems. Involving Sodexo early in construction project development can pay off in lower operating costs by considering potential impacts on energy efficiency and Operations & Maintenance factors. Our cross-industry experience ensures that you have the expertise on hand to effectively manage subcontractors, costs and schedules.

Program ManagementIn cases where a client doesn’t have the desire, time or expertise to negotiate as an equal party with vendors, Sodexo can represent the owner in negotiations. This relationship can range from purely advisory to complete project management and oversight of a specific contractor or manufacturer.

Better Control The sooner we can partner with you for your construction projects, the more money and time you will save. That is because our expertise spans every phase of construction – from conceptual budget development and preliminary design to job site quality control and commissioning. Client partners who leverage our expertise are rewarded with higher quality projects at lower cost. Our early involvement also pays off in lower operating costs. Our facilities management expertise has taught us what must be included in all phases of construction, starting with planning and design. And, we do not disappear after the job is done. We maintain what we build.

Guaranteed ResultsBecause the needs of each client partner are different, we have developed multiple construction delivery methods, ranging from owner representation to design-build. While each method has its advantages, the streamlined nature of design-build typically produces the greatest savings in time and cost. Moreover, with greater control over the project, we are able to guarantee both the completion date and the budget.



Exhibit B – Proposer Experience Reference [Include behind Tab 4 of the Statement. Submit at least three (3) but not more than five (5) references. Use a separate form for each reference.] Proposer Name: Sodexo Construction, Inc. If reference is for an individual or entity rather than for Proposer, identify the individual or entity: (1) Project information (name, term of performance, overall project amount, your

project amount):

Name: Adrian College to be built apartment style resident halls Term: 25 years Project Amount: Sodexo will manage the entire $24.8 million construction budget

(2) Awarding authority (i.e., party/agency responsible for awarding contract or administering project) (name, address, phone number):

Jerry Wright Vice President, Business Affairs Adrian College Administration Building 110 South Madison Street Adrian, MI 49221 Phone: 517 264 3435 Email: [email protected].

(3) Other party’s contract officer, if applicable (list all if multiple, and dates of service) (name, phone number, email address, and physical address if different from (2)): N/A

(4) Other party’s project manager (list all if multiple, and dates of service) (name, phone number, email address, and physical address if different from (2)): N/A

(5) Nature of the work you performed under the project, and how it is relevant to the work you will perform if selected as a Developer by the University:

Sodexo is the Program Manager for the project leading the financing, design, construction occupancy and maintenance of the resident hall. At Adrian College, Sodexo provides food services. Based on our team’s experience, we were selected after an RFP process to be the developer for the new resident hall. These are the same services we are proposing to conduct at Florida Polytechnic Institute.

(6) Type and extent of any subcontracting, teaming, or other arrangements to deliver service (describe your role, others’ roles, and the overall project structure):

Sodexo is the Developer for the financing, design, construction and maintenance of the new resident apartment style Resident Halls at Adrian College. Sodexo selected Hannon Armstrong as the lead investor for the project. Sodexo will be the general contractor for the construction of the project and will operate and maintain the resident hall.

(7) Significant challenges or weaknesses experienced under the project, and how you approached/overcame them: Demolition of the existing building and construction of the new buildings, which are situated in the middle of a high traffic area on campus. Sodexo’s extensive experience with campus operations and our Integrated Project Management System enables the campus security team to be part of the collaborative development process in defining the operation and safety guidelines for the project.

(8) Significant successes or innovations achieved under the project:

Sodexo’s DFBOM (Design, Finance, Build, Operate and Maintain) program has allowed us conduct a design build project ensuring the total cost of ownership of the building is the focus. Sodexo’s experience facilities experience at over 6,000 client sites ensures we are using the best materials for long term use in the resident halls. Sodexo’s $1.3 billion experience in energy construction projects is ensuring energy efficiency in the design of the buildings. Sodexo’s IPMS process is ensuring that the client is involved in the process to ensure that the buildings support their strategic plan for the university.

(9) Other information about this project that is relevant to an assessment of your

The Adrian project has completed the design phase and is due to start construction in January 2014. The finance and design team at Adrian are ready to start at FPU and apply the recent lessons learned over the last 8 months to ensure an efficient use of resources and quick completion to support FPU’s goals. Sodexo will use the construction management team that just completed the West Kennedy Hall Resident Hall at UT, to ensure an efficient build using best practices identified over the last 18 months of construction.

Exhibit B – Proposer Experience Reference

[Include behind Tab 4 of the Statement. Submit at least three (3) but not more than five (5) references. Use a separate form for each reference.] Proposer Name: Sodexo Construction, Inc. If reference is for an individual or entity rather than for Proposer, identify the individual or entity: (1) Project information (name, term of performance, overall project amount, your

project amount):

Name: West Kennedy Hall at University of Tampa Term: 20 years as part of Sodexo’s Food, Facilities, and Construction Service Contracts at UT Project Amount: Sodexo managed the entire $37.61M construction budget


Name: Mr. Rick Ogorek VP Administration and Finance, UT Phone: 813-253-6214 Email: [email protected] Address: 401 W. Kennedy Blvd. Tampa, Fl. 33606 Box 96F.

(3) Other party’s contract officer, if applicable (list all if multiple, and dates of service) (name, phone number, email address, and physical address if different from (2)): NA

(4) Other party’s project manager (list all if multiple, and dates of service) (name,

phone number, email address, and physical address if different from (2)): NA


Sodexo was the program manager for the project leading the feasibility analysis, design, construction occupancy and maintenance of the resident hall. At the University of Tampa, Sodexo provides food, facilities, custodial and construction management services. The construction management team is responsible for managing the capital budget for all infrastructure and building projects on campus. These are the same services we are proposing to conduct at Florida Polytechnic Institute.


Sodexo was the Program Manager for the design, construction and maintenance of West Kennedy Hall. Sodexo selected Beck Construction as the General Contractor through a competitive bid process.

(7) Significant challenges or weaknesses experienced under the project, and how you approached/overcame them: Bathroom Pods: bathrooms are one of the most inefficient components of a resident hall project requiring up to 10 trades. Sodexo implemented bathroom pods to save money and shorten the construction time despite objections from the engineers and subcontractors. Sodexo used our integrated project management system (IPMS) to facilitate proper training and education on the bathroom pods. At project completion the engineers and subcontractors appreciated the collaborative nature of the IPMS and said it was one of their best jobs they have worked on.


This was Sodexo’s first use of the Integrated Project Management System (IPMS) in Florida leveraging Sodexo’s Building Information Management (BIM) delivery system. IPMS proved a great communication tool during construction. During design BIM was an effective tool for value engineering before construction. The BIM as-built drawings also fed directly into the software programs to create the O&M manuals and were loaded into Sodexo’s facilities work order management system (Maximo). This assisted in a seamless transition from construction to operations.

(9) Other information about this project that is relevant to an assessment of your

With Sodexo managing all phases of the process, we were able to schedule a phased furniture installation, which provided an option for early move-in for those students approved by UT.

Exhibit B – Proposer Experience Reference [Include behind Tab 4 of the Statement. Submit at least three (3) but not more than five (5) references. Use a separate form for each reference.] Proposer Name: Sodexo Construction, Inc. If reference is for an individual or entity rather than for Proposer, identify the individual or entity: (1) Project information (name, term of performance, overall project amount, your

project amount):

Name: Northwood Student Apartments, Skidmore College Term: 20 years as part of Sodexo’s Food, Facilities and Construction Service Contracts Project Amount: Sodexo Managed the entire $22.9 million construction budget


Mr. Mike Hall Director of Planning and Budgeting 815 North Broadway Saratoga Springs, NY 12866 Phone: 518 580 5815 Email: [email protected]

(3) Other party’s contract officer, if applicable (list all if multiple, and dates of service) (name, phone number, email address, and physical address if different from (2)): NA

(4) Other party’s project manager (list all if multiple, and dates of service) (name, phone number, email address, and physical address if different from (2)):

NA


Sodexo was the program manager for the project leading the feasibility analysis, design, construction occupancy and maintenance of the resident hall. At Skidmore College, Sodexo provides food, facilities, custodial and construction management services. These are the same services we are proposing to conduct at Florida Polytechnic Institute.


Sodexo was the General Contractor on this project and was able to leverage our national agreements for discounted pricing on HVAC, Furniture and Security Access systems and materials.

(7) Significant challenges or weaknesses experienced under the project, and how you approached/overcame them:

Skidmore required Sodexo to use LEED guidelines and a 50-year life-cycle model to design and build the Northwood Student Apartments. The challenge was integrating durable material finishes that met LEED guidelines. Through Sodexo’s IPMS we were able to educate the client on the pros and cons of materials used in order to make an accurate decision on where to apply LEED in the design.


The use of high efficiency heating and cooling systems with a geo-thermal loop in these two facilities resulted in an annual cost avoidance of $169,002 and an annual avoidance of 2,662,408 pounds of CO2 production in the air.

(9) Other information about this project that is relevant to an assessment of your ability to perform under the Project if selected as a Developer:

Sodexo has a history of long term relationships with our clients due to our ability to convert you strategic vision to a tactical plan. Our experience with $1.3 billion in construction and best practices from over 6,000 client sites in North America ensure we provide a total ownership cost approach to design of your infrastructure.

Personnel Qualifications

TAB

5

TAB 5

Personnel Qualifications

Provide separate resumes, of no more than one page each, for the proposed key personnel and management staff. The resumes should identify the person’s proposed role and relevant experience, education, licenses and certifications. Identify the present location of these individuals, as well as telephone numbers and email addresses for verification purposes.

Provide an express, written statement committing that the individuals identified in this section shall be available to serve the role so identified in connection with the Project. While the University recognizes personnel availability and scheduling issues impact the Proposers, the University urges Proposers to identify and list only personnel whom they believe will be available for, and intend to assign to work on, the Project. Procedures concerning changes of such personnel will be set forth in Agreement.

Sodexo commits that the individuals identified in this section shall be available to serve the roles so identified in connection with the Project.

Please see the following resumes.


James Etchechury Regional Director of Sales Mid-South –

Energy and Construction North America Solution Center

Contact Information 9801 Washingtonian Boulevard Gaithersburg, Maryland 20878

Cell: 239 227 9809 [email protected]

James Etchechury is leading the Sales and Business Development offering for the Mid-South region in the North America Solution Center. This includes developing the technical energy management, construction capabilities across the business vertical markets and providing technical sales solutions and resources. The Mid-South region includes: Florida, Louisiana, Mississippi, Arkansas and Missouri. James is responsible for each component of the sales and development offering across the Solution Center, which includes customer relationships, developing solutions, sales performance and even offering new products and services along the way. James will analyze markets to help drive energy and construction solutions to our clients that improve the “quality of daily life.” Professional

2009-2011: Vice President, Business Development H2 Fuel Systems

2005-2009: Director of Operations WCI Communities 1999-2005: Mergers and Acquisition Leader GE Energy 1994-1999: US Army

Current Role Leading the sales efforts in construction and energy for the Mid-South Region of North America Solution Center Education • Bachelor of Science in Engineering

Management – United States Military Academy

• Master of Business Administration – International Business – University at Albany

Areas of Expertise • Sales Leadership • Energy Technologies • Construction • Project Development • Business Management • Education and Training • Strategic Planning • Coaching & Mentoring • Presentations • Budgeting • Account Management • Sales Forecasting • P&L Responsibility • Market Share Analysis • Resource Deployment • Marketing Years of Experience • Sales, Business Development and

Leadership – 17 Years Professional Memberships • ISM • BIA

Professional Certifications • CSSB • CPM • GC Professional Training • WCI Amenities College • GE Advanced Managers Course • GE Project Leadership Course • GE Finance for Non-Financial Managers • Combined Armed Services Staff College


Jennifer A. Isenbeck, P.E., LEED BD+C, CPMP

North America Solution Center

Contact Information 30043 Granda Hills Court

Wesley Chapel, Florida 33543 Cell: 813 731 2203

[email protected]

Professional 2011-Present: Project Manager University of Tampa/Sodexo – Tampa, FL 2006-2011: Mechanical Engineer/Project Manager University of South Florida 2006: Mechanical Engineer Kenyon and Partners, Inc. 2002-2006: Mechanical Engineer Affiliated Engineers, Inc. 1999-2002: Mechanical Engineer Engineering Professionals, Inc. Project-Specific Experience • University of Tampa

• Florida Polytechnic University (formally USF Polytechnic)

• University of South Florida, Tampa

• University of South Florida, St. Petersburg

Current Role Current responsibilities include managing multiple projects (greater than $5 million each) on behalf of the Owner. This includes project scheduling, budget management, design and construction document review and implementation, specification development and incorporation of Code and Standard regulations. Education University of South Florida • Bachelor of Science, Chemical

Engineering (1996) • Master in Business Administration (2003) Areas of Expertise • Project Management • Mechanical Design • Construction Administration Years of Experience • Mechanical Design and Construction – 17

Years Professional Societies, Activities and Certifications • Board of Directors and Regional

Chair – (ASHRAE) • Participated on Standard 180:

Standard Practice for Inspection and Maintenance of Commercial HVAC Systems

• Technical Committee 9.7: Educational Facility HVAC Applications

• Rotary International – Wesley Chapel Sunrise

• Registered Professional Engineer (2002, State of Florida)

• LEED BD+C (2006) • ASHRAE CMPC (CxA)


Scott Krebs Senior Director, Project Management


Contact Information 2151 River Plaza Drive

Sacramento, CA 95833 Office: 916 473 0707


Scott assists in the offer development segment of the Solution Center, supporting the technical facilities management capabilities across the business units and will evolve to provide technical support across Sodexo’s full offer portfolio, including soft services. He supports the offer process (concept to implementation) of each component of the Solution Center including market requirements, customers, defining and developing solutions, sales training and continuous improvement. Scott will analyze data to assist in the product and offer development for the organization and the customer and will support product and offer development with market research with respect to competition, technology, technical services and new market initiatives. In addition, Scott will support new product/offer rollouts to the market. Professional

2005-2011: Regional Solutions Operations Manager Johnson Controls, Inc.

1982-2005: Various Positions

Current Role Responsible for Project Management teams and project execution from implementation to commissioning. Education • B.S., Industrial Engineering,

University of California, Los Angeles, 1981

• Years of Experience • Project Management – 15 Years • Construction – 30 Years • Energy Projects – 15 Years Areas of Expertise • Performance Contracting • HVAC and Central Plants • Electrical and Lighting Systems • Cogeneration and CHP • Water Conservation • Photovoltaic Systems • Ice Storage • Building Automation • Fire/Life Safety/CCTV • Wind Turbines • Low Voltage Systems • Construction Safety • Red Bag Management Certifications/Licenses • Certified Construction Management • Johnson Controls Project

Management Certification Program Professional Memberships • ASHRAE • PMP


Larry F. Krison Director, Operations


Contact Information 13 Wellington Drive

Saratoga Springs, NY 20878 Cell: 518 376 898

[email protected]

Mr. Krison, a 13-year Sodexo employee, joins the Solution Center from his role as the senior-most construction executive within the Education Division. He served as a Senior Project Manager, executing over $180 million in project work for several Sodexo Education Facilities and Dining clients. Several projects received awards including the Tang Museum, Murray-Aikins Dining Hall and the Zankel Music Center. In addition to managing the design and construction group, Mr. Krison has been instrumental in establishing Sodexo’s Education Division as a leader in energy and sustainability. To date, over $19 million in energy savings and 54,000 metric tons of CO2 reduction have been delivered to our education facilities clients. Professional 2007-2011: Vice President/Director Sodexo Campus Solutions, Bowling Green, KY 1998-2007: Senior Project Manager Sodexo Education Facilities – Skidmore College, Saratoga Springs, NY 1994-1998: President Lagniappe Construction, Inc., Glastonbury, CT 1987-1994: Director of Construction Operations Construction Services of New England, Newington, CT 1983-1987: Construction Manager MIDA Development, New Orleans, LA

Current Role Responsible for planning, construction, energy, sustainability and facility condition assessments. Education • Bachelor of Science, Construction

Management – Louisiana State University, 1981

Areas of Expertise • Construction means and methods • Contracts • Energy and Sustainability Years of Experience • Construction – 30 Years • Energy – 5 Years Professional Memberships • APPA • Construction Owners Association of

America • NACUBO


Jason Richards Vice President, Energy and Construction Services


Contact Information 6081 Hamilton Boulevard

Allentown, PA 18106 Office: 484 201 2541


Mr. Richards is responsible for developing and overseeing Sodexo’s Energy Management and Construction Services, including expanded growth of the Infrastructure Renewal business. He moved into this critical role from his position as National Vice President of Business Development for Sodexo’s Facility Solutions division where he focused on driving growth with a portfolio of Facility Management Services that included Operations & Maintenance and Energy Management, as well as Infrastructure Renewal construction projects. Mr. Richards joined the Sodexo Infrastructure Renewal team in August 2004 as the Vice President of Sales. He brings 20 years of sales and engineering experience in Infrastructure Renewal, Construction Management, Energy Savings Performance Contracting, Energy Marketing of Electricity and Natural Gas and Distributed Generation. Professional

2004-Present: Vice President, Business Development Sodexo, Inc.

2001-2004: General Manager, Energy Services PPL Energy Services Holdings 1999-2001: Business Development Manager PPL Energy Services Holdings 1996-1999: Performance Contracting Sales/Energy Engineer Siemens Building Technologies 1991-1996: Project Manager/Field Engineer Honeywell

Current Role • Full P&L responsibility for the Direct Sales

and Operations Business stream. Education • Bachelor of Science – Pennsylvania State

University, 1988 Certifications • Licensed Professional Engineer (P.E.) • Certified Energy Manager (C.E.M.) Areas of Expertise • Performance Contracting • Project Financing • HVAC and Central Plant • Electrical and Lighting Systems • Cogeneration and CHP • Utility Supply Side Services • Demand Side Management • Building Renovation and Remodel • Renewable Energy Systems • Water Conservation • Wastewater Treatment • Biofuels, Boilers and Generation • Ice Storage and District Cooling • Plant Decentralization • Building Automation • Fire/Life Safety/CCTV • Resource Conservation Management Years of Experience • Operations, Finance, Sales Management –

20 Years Professional Memberships • AEEE • ASHRAE


Fady Barmada, AIA, MBA, LEED APDirector, Strategic Facilities Consulting

North America – Education Market

Contact Information:(856) 952-1702

[email protected]

Fady is a strategic leader and consultant. He is an expert in space utilization and architectural design with more than 15years of experience in facilities planning and design, master planning, strategic consulting and real estate valuation.

Fady is an award-winning designer who works with our partners to create innovative solutions that balance cutting-edge design with an understanding of the economic imperatives that drive educational facilities’ development. He has worked on a wide variety of projects throughout the United States, from single-building sites to large, multiple-building campuses occupying more than 6 million square feet.

Professional Profile

• Director Strategic Facilities Consulting• Principal/Senior Designer

Projects

• Strategic planning • Capital planning• Architectural renderings• Space utilization• Graphic designs

Current Role Director, Strategic Facilities ConsultingCampus On-Site Service Solutions

Areas of Expertise• Strategic consulting• Real estate valuation/consulting• Asset/portfolio management• Financial management• Campus master planning• Project planning• Project design• Capital planning• Resource management• Project management• Energy management• Facilities management• Comprehensive solutions development

Career Experience• Architecture and design – 15 years• Campus facilities – 5 years • Health care facilities – 7 years• Corporate facilities – 3 years

Education• Certified Lean/Sigma Green Belt, Villanova

University (2009)• Master of Business Administration, New

York University (2007)• Master of Architecture, University of

Pennsylvania (2001)• Bachelor of Architecture, Carnegie Mellon

University (1997)

Certifications• Licensed Architect: PA• Certified Lean/Sigma Green Belt• Certified Leadership in Energy and

Environmental Design (LEED AP) • NCARB Certified

Professional Memberships• NCARB• SCUP• APPA• NACUBO


Stephen M. GaetaCampus Facilities Business Analyst

Interim District Manager/Brand RedesignSodexo Campus Services – Facilities


[email protected]

Steve has held a variety of positions in the facilities management industry. His career with Sodexo spans 24 years and includes a steady progression of responsibility and expertise in customer and client satisfaction. In his current role as a campus facilities business analyst, Steve developsnew business operational programs and oversees eight units in his district to ensure compliance with quality standards and customer satisfaction.

Steve also leads custodial ASMs and brand redesign initiatives at the unit level. In addition, he consults with clients regarding custodial processes, best practices and development of new service strategies.

In his previous roles at Sodexo his responsibilities included developing and maintaining client relationships, supporting clients’ needs, developing and implementing quality standards and ensuring program compliance, developing computerized survey software and delivering high-quality facilities management services.


• Campus Facilities Business Analyst• General Manager – Plant Operations, Custodial,

Maintenance, Grounds, Mailroom and Vending• District Manager (Campus and K-12 Schools) • Custodial Project Engineer• Custodial Operations Manager (Health Care and Campus)• New Business Cost and Survey Analyst

Current Role Campus Facilities Business AnalystBrand Redesign ServicesDistrict Manager

Areas of Expertise• Facilities management• Contract development• Financial management• Custodial processes• Cleaning supplies/equipment • Resource management• Project management• Infection prevention• Indoor air quality• Facilities consulting• Custodial work loading

Career Experience• 24 years with Sodexo

Education• Business Administration

Professional Certifications andMemberships• ISSA Cleaning Industry Management

Standard Expert and ISSA Cleaning Industry Management Expert – Green Buildings (ICE and ICE-GB)

• Association for Facilities Engineering (AFE)• International Sanitary Supply Association

(ISSA)• Association of Higher Education Facilities

Officers (APPA)• International Facilities Management

Association (IFMA)


Brian S. KetnerSenior Director, Technology Solutions

Education Facilities Systems Support and DeploymentOperations Support


[email protected]

Brian is a seasoned professional with more than 30 years of facilities management experience in higher education, K-12schools, preparatory schools and acute and long-term health care institutions.

He has developed a wide range of facilities, grounds, custodial/environmental services, safety, TQM, technology and project management skills in numerous settings, including health care facilities of up to 2.3 million square feet and both single-building and multiple-campus educational sites. He has also supported more than 150 accounts in the United States.

Through his vast experience, Brian has developed a unique perspective on providing applicable technology support and an invaluable ability to relate to on-site management and staff members. These skills allow him to understand issues and needs and to develop and implement appropriate solutions.


• Senior Director Technology Solutions• Facilities Director• Custodial Director

Current RoleSenior DirectorCampus and Schools Facilities DivisionsSystems Support and Deployment Group

Areas of Expertise• Systems development, application and

deployment• Technology management• Project management• Facilities management• Facilities condition assessment

Career Experience• Technology management – 13 years• Facilities management – 17 years• Education facilities – 6 years• Health care facilities – 11 years

EducationInstitutional Management, Indiana Vocational Technical College (1982)

Certifications• Association of Higher Education Facilities

Officers (APPA) Certification, 1998• National Executive Housekeepers

Association Certification, 1983


Charles A. Slye, Jr., CEM, CMVPFacilities Condition Assessment Engineer

Sr. Engineering Area Support ManagerNorth America – Education Market

Contact Information: (757) 387-0083

[email protected]

Charles has worked for more than 25 years in facilities management, infrastructure systems engineering, energy conservation measures, data center infrastructure design and operations and project management. He is comfortable with both single-building and extremely large, multiple-building campuses. He is an expert in HVAC, electrical and plumbing systems as well as building envelope components.


• Facilities Condition Assessment Expert• Senior Engineering Manager• Infrastructure/Systems Consultant• National Projects Director• Project Solutions, Development Engineer• Project Manager, Director of Engineering• Director of Engineering, Plant Operations &

Maintenance

Projects

• $125 million in managed projects• New construction• Infrastructure modernization

o HVACo Chilled watero Air handling/deliveryo HP steamo Pumpingo Cooling towerso Electricalo Emergency generation systemo Lighting retrofito Water conservationo Building management system installation

Current Role Senior Facilities Condition AssessmentEngineerSenior Engineering Area Support ManagerCampus On-Site Service Solutions

Areas of Expertise• Facility infrastructure systems• Building commissioning• Regulatory management• Capital planning• Life cycle analysis• Energy management• Strategic growth planning• Facilities management• Project management• Contract development• Finance management• Construction preparation• Resource management• Comprehensive solutions development

Career Experience• 25 years in facilities infrastructure/energy• $125 million in managed projects• Infrastructure modernization and renewal• Energy conservation, renewable resources

and sustainability• New construction• Operational optimization• Sites with more than 20 million square feet• 50 national clients

Certifications• ASHE Healthcare Construction Certification• Certified Energy Manager (CEM)• Certified Measurement and Verification

Professional (CMVP)• General Contractor License for Sodexo

(California and Hawaii) • High Pressure Steam Plant Operator’s

License, NIULPE• Universal CFC Refrigeration License• OSHA 30-Hour Construction Certification

Professional Memberships• AEE• ASHE• ASHRAE• NUILPE


Robert TaylorVice President, Operations Support

Sodexo Campus Facilities Solutions North America Education Market


[email protected]

Robert has 25 years of diverse leadership experience in facilities management, engineering, construction, strategic planning, fire protection and environmental services. He has supported hundreds of national accounts across the United States, including numerous facilities and grounds operations.He focuses on mitigating clients’ risks, reducing costs and instituting standard operating procedures while managingmulti-million dollar budgets.

Projects and Professional Achievements

• $600 million, 1 million square foot medical center construction

• $400 million campus redevelopment• $90 million research facilities design and construction• $2.5 million energy savings initiative • Achieved numerous substantial budget reductions through

contract consolidation and redirection of in-house staffing• $14 million annual budget allocations• Implemented CMMS and BAS• Upgraded mechanical infrastructure and central utility plant

Current Role Vice President, Operations SupportSodexo Campus Facilities Solutions North America Education Market

Areas of Expertise• Executive management• Facilities management• Engineering• Process management• Strategic planning• Construction management• Project planning• Capital planning• Maintenance management• Resource management• Project management• Energy management

Education• Bachelor of Science in Business

Administration• Associate of Arts in General Studies• Facility Management Administration

Certifications• Certificate in Executive Management

(University of Notre Dame)• Facility Management Administrator (BOMI)• Process Master (Hammer Company)• Six Sigma Green Belt• Certified Plant Engineer (CPE)• Certified Maintenance Manager (CFM)• EPA Refrigerant Transition and Recovery• Health Care Safety Professional• Hazard Control Manager • Health Care Construction (ASHE)• Licensed Boiler Operating Engineer• Retirement Housing Professional (UNT)

Professional Associations• IMFA• ASHE• APPA• NACUBO


H. WILLIAM NEYLAND SENIOR PROJECT MANAGER

DESIGN AND CONSTRUCTION SERVICES THE UNIVERSITY OF TAMPA

H. William (Bill) Neyland graduated from The University of Kansas School of Architecture with a Bachelors of Architecture (five-year degree) in 1972. Late in 1972 he moved to Tampa and worked for Fletcher & Valenti Architects, receiving his architectural registration in 1975 and Harvard Jolly’s Joint Venture on Bay Pines Hospital. Bill worked for Badger America (petrochemical plants world-wide) and in 1980 went into private practice. In 1990, he joined USF facilities working on fire code and ADA projects, while providing code reviews for all major projects. Since 2000, he has been at the University of Tampa managing over $320 million in new and renovated buildings and sports venues plus major infrastructure projects. At the University of Tampa, he has managed five mid- and high-rise residence halls and renovated two low-rise residence halls. He increased the summer workload at the University of Tampa to $5 million in a 10-12 week construction timeline. Bill continues to include facilities personnel in the design and build process. Bill has provided consulting services to other Sodexo accounts both in and outside of Florida.


MICHAEL SCHEFFRES DISTRICT MANAGER

Michael brings more than 32 years of food service management experience to his current position as District Manager for Sodexo’s colleges, universities and independent schools. Based in Central Florida, Michael supports a wide variety of clients by working with each individual school to develop a quality dining program that fully utilizes the facilities of each campus and delivers an outstanding program that reflects the strategic goals and objectives of each individual campus community. He began his career as a food service manager after graduating from SUNY at Delhi in 1977. Michael began his career progression in full-service restaurants and then moving to positions in retail, catering and general management. Prior assignments include: Gallaudet University, University of Miami, University of North Carolina – Chapel Hill, University of Tennessee at Chattanooga and University of South Carolina. In 2004, while at the University of South Carolina, Michael took on a new role as the Resident District Manager until he stepped into his new role as District Manager for the state of Florida. In this role, Michael has been able to utilize his vast operational background to lead a diverse team in building relationships with new partners very quickly. Michael is adept at motivating and leading the people who work for him. He has a critical eye for spotting problems and developing solutions. In short, he understands and is committed to the success of the campuses he serves.


NELSON R. SERGENT DISTRICT MANAGER

Nelson joined Sodexo in 2003 and has served in a variety of roles, including Resident District Manager, Energy Manager and General Manager/Facilities Director. His extensive firsthand experience in higher education and health care has provided Sodexo with a unique understanding of our partners’ concerns. In his current role as District Manager, Nelson’s proactive approach ensures that the distinct needs of each partner are met, and he provides innovative plans for success. Prior to joining Sodexo, Nelson spent 20 years working for various contract management companies specializing in HVAC, energy, construction, custodial, landscaping and project management. Nelson graduated from Millington Tech in Memphis, Tennessee with a degree in Electrical Engineering. Nelson also has many certifications which include CHESM, CHLMM, EPA Freon Unlimited, CPO and Energy Management.


ELLIS KIRBY REGIONAL VICE PRESIDENT, OPERATIONS

Ellis Kirby serves as Regional Vice President of Operations for the greater Southeast region for Campus Facilities Solutions. Ellis is an action-oriented facilities executive with more than 20 years of leadership and operations experience in utility, health care and educational facilities operations. Ellis brings key experience to campus facilities, including expertise in regional facilities operations, infrastructure and construction management, Six Sigma and process improvement, along with other strategic facilities management offerings. Ellis’ most recent prior position was director of facilities and capital planning, providing overall leadership for facilities and construction operations. The position involved managing a complex budget of over $14 million that included strategic capital and space planning responsibilities. Previously, he had served as District Manager for Sodexo Health Care Facilities Solutions, responsible for the oversight of facility operations in the southeastern United States. Ellis has an extensive background in health care and campus construction management, engineering, space and master planning, maintenance, custodial, housekeeping, security and other strategic facilities operations. Ellis also served as director of engineering and Environmental Services where his multi-departmental responsibilities included oversight of maintenance, construction, housekeeping, laundry and security operations for the 200-bed regional hospital facility. He has more than 10 years’ experience in utility negotiations along with infrastructure maintenance and upgrade, as a major account manager for Georgia Power Company during the initial part of his career. Ellis is a member of numerous trade groups and associations and holds a variety of certifications. Industry certifications he has achieved throughout his career include LEEDS Accredited Professional (LEED AP), Certified Educational Facilities Professional (CEFP), Certified Energy Manager (CEM), Certified Cogeneration Professional (CCP) and Six Sigma Black Belt Certification. Ellis has recently been active in Toastmasters and APPA, and presented a session entitled Tools for the Strategic Facilities Management Leader at the annual APPA meeting in July 2011. Ellis received his Bachelor of Science degree in Mechanical Engineering from the Georgia Institute of Technology in Atlanta. He also received a Master in Business Administration degree from the University of West Georgia in Carrollton. He is currently working on his Master’s degree in Building Construction (Integrated Facilities Management track) at Georgia Tech and serves as co-professor for the program’s Sustainability and Health Care Facilities Management class.


AUBRY WOOTEN REGIONAL VICE PRESIDENT

Aubry is dedicated to making sure that your customers’ expectations are exceeded daily. He is committed to enhancing each customer’s dining experience at Florida Polytechnic University by providing industry-leading training and development programs as well as and instilling high-quality standards and driving continuous improvement across all operations. He challenges each team member to be the best in the business. With more than 32 years of management experience, Aubry has demonstrated great strength and expertise in the areas of client retention and sales growth, along with outstanding stewardship and operational planning. He is a proven achiever in customer service, operations and the management of multi-million-dollar accounts. Aubry is a visionary leader whose style in managing and developing his employees provides them with opportunities for growth. Most importantly, he works diligently to match the goals and mission of dining services with those of our campus partners. Aubry’s strong leadership, driven by his passion for the business, his commitment to his employees, the partners he serves and his many years of experience, will help drive long-term success for Florida Polytechnic University.


JOHNNY CROTTS DIRECTOR OF BUSINESS DEVELOPMENT

Johnny is dedicated to establishing new client relationships. His strives to understand every partner’s specific challenges and propose the best solutions for that campus, freeing administrators to focus on providing the finest possible education to their students. Johnny’s career has included operational oversight of many successful accounts across the United States and Canada in colleges and universities, K-12 schools and health care. He has also been very influential in creating new business as a sales leader and a sales vice president. Johnny’s success at creating and facilitating new organizational design spans the globe, from remote parts of Africa to the U.S. In his current role developing successful strategies for new partners and reviewing existing programs, Johnny draws on his valuable and extensive experience to add value to the solutions we bring to our clients. One of Johnny’s greatest strengths is creating environments that mirror the passion of our customers, where people are excited about their jobs. He enjoys strategic planning and implementing new, innovative programs that create exceptional experiences for students and guests by learning each potential partner’s goals and ensuring that our missions align. Embracing the partner’s vision enables Johnny to ensure that our solutions not only meet, but exceed, each partner’s expectations.


Project Approach

TAB

6

TAB 6

Project Approach

Describe the proposed Project approach. Discuss how the Proposer will advance the Project’s requirements (section 5 above). Include a reasonably detailed Project schedule depicting key activities, durations and dependencies, tied to a completion date of August 20, 2014 (student occupancy).

Identify and discuss how the Proposer is currently staffed in Florida, and articulate whether and how that would change if the University contracts with the Proposer. Discuss how the Proposer would encourage the use of local vendors, material men and suppliers to have beneficial economic impact in the surrounding community.

Identify any perceived Project challenges and propose innovations to meet these challenges.

Sodexo distinguishes itself from other service providers, making us uniquely qualified for selection. Sodexo believes in a collaborative approach for all projects. Although the RFQ states that all control is given to the developer, Sodexo understands the importance of ensuring this resident hall aligns with the strategic vision for campus life at Florida Polytechnic University.

To facilitate the design and construction of the resident hall, Sodexo would use West Kennedy Hall at the University of Tampa as the basis for design of the building. This would enable the Florida Polytechnic University team to physically walk the building and understand Sodexo’s plans. The ability for Sodexo and Florida Polytechnic University to walk the space together would ensure clarity in communicating the finishes and furnishing of the resident hall and its alignment with Florida Polytechnic University’s vision for campus life. It will also significantly reduce the design time, ensuring a construction start date of January 2014.


Florida Polytechnic University Resident Hall DesignLeveraging our experience from the recently completed Kennedy Hall, Sodexo is proposing a four-story 210-bed resident hall as shown in the floor plan on the following page. The first floor would be for the student amenities. The second floor would be comprised of mostly four-bed suites with a two-bed suite for the resident assistants. This accomplishes the goal of one resident assistant for 35 students.

The suites would consist of a common living room, four single bedrooms and two full bathrooms and cable/network ready with Wi-Fi. Each room is furnished with a bed, desk, chair, dresser and closet.

The amenities in the resident hall would be: trash chute, mail, vending, conference, multipurpose study, maintenance/storage, lobby, kitchenette and laundry rooms. The laundry room would have card-charging capability, eliminating the need for change and send text alerts to students when there loads are finished.

The building would have a security access system requiring a card to enter into the building, access the elevator to their floor and access to the suite entry door. The security access system would also record the face of the individual swiping the card.

The Internet café would be substituted with Wi-Fi throughout the building enabling seamless Internet connectivity from common area to bedrooms.

The vending area could be upgraded to a Sodexo Simply to gosm retail outlet, which would add an operational cost for manning during open hours.

The swimming pool is an option that can be added to the project. We have budgeted for the pool, but believe the size and design should be determined in a collaborative process with Florida Polytechnic University specific to the strategic site plan and location to other facilities.

Sodexo is willing to commit capital to provide for a resident dining hall with the awarding of the resident hall project, Dining Services and Facility Solutions contracts for the Florida Polytechnic University campus.


PROJECT APPROACH

Proposed Resident Hall Floor Plan

Florida Polytechnic University Resident Hall Timeline

4442 444 42

444

4445

44

45

4444 4RARA

JAN + TRASH

3 FLOORS @ 70 BEDS = 210 BEDSCENTER CORE SIZED TO HOUSE AMENITIES

50’ - 170’9’ 9’

10’ - 20’

10’ - 20’

60’to64’

150’ - 170’VARIES20’ - 40’

3 OR 4STORY

AMENITIES

STAIR2 ELEVATORS

JAN + TRASH

Sodexo is confident that we can build the resident hall for occupation in August 2014. The key to this timeline is approval of the resident hall design in October. To facilitate this, Sodexo would recommend conducting a site walk of West Kennedy Hall immediately upon awarding of the project to Sodexo. The purpose of this walk would be to clearly capture Florida Polytechnic University’s guidelines on what features to include or not include from West Kennedy Hall.

Understanding that this is the first resident hall for Florida Polytechnic University and that the team is building the college from the ground up, we are also proposing the opportunity for Florida Polytechnic University and Sodexo to design the residence hall together. This project timeline allows for a four-week collaborative design effort to be completed by the third week of November, prior to the Thanksgiving holiday. The impact on the project is that students would move in at the beginning of the second semester.

The major milestones and dates are shown in the following Gantt charts on the following page.


PROJECT APPROACH

Project Timeline – Sodexo-Only Design

Finish

Inspection

Construction

of Interior Systems

of Occupancy

Project Timeline – Joint Florida Polytechnic University and Sodexo Design


PROJECT APPROACH

SODEXO’S FLORIDA PRESENCE

Florida Polytechnic University Project Management TeamAt Sodexo, we view our clients as part of the family, constantly focusing on improving the quality of their daily life. Sodexo has 34,000 sites worldwide, 10,104 offices in the United States and 412 located in Florida, as well as 4,000 Sodexo employees within the state of Florida.

Sodexo has extensive local resources and personnel available at the University of Tampa with skill sets in HVAC, Engineering, Plant Operations, Energy Management, Construction Management and Design, Custodial Services and Grounds Maintenance. The University of Tampa leadership from both Finance and Student Affairs has provided testimonials on the excellence delivered and ability to recruit students due to the high-quality product delivered by Sodexo and service excellence mirrored by the Sodexo team as representatives of the university. Should you wish to visit and experience our services, we welcome an opportunity to introduce you to key leadership and will give you private access to visit with students, staff, leadership and personnel.

The construction, operation and maintenance of your inaugural residential life building needs to be in a manner of excellence you expect your Science and Technology building to achieve. By partnering with Sodexo to service the entire campus of Florida Polytechnic University, your new campus will not only be a show place of engineering and technology excellence, but a daily demonstration of physical plant operations excellence that utilizes science, technology, engineering and mathematics in creating the best practices that turn the entire university’s campus into a living, learning laboratory of technology and engineering excellence.

SUPPLIER DIVERSITY

Sodexo formalized its Supplier Diversity program in 1999 when it appointed a full-time staff to this effort. In the years since, Sodexo’s Supplier Diversity program has made great strides in this area of contracting.

Sound Business SenseBuilding a strong Supplier Diversity program enables Sodexo to grow our business by:

• Expanding our diverse vendor programs to meet the growing needs of Sodexo and our clients.

• Maximizing diverse vendor relationship equity in communities to grow our business, providing a win-win for both companies.

• Employing diverse vendors to provide authentic ethnic foods and flavors to our evolving customer tastes.

Ingrained Corporate CommitmentFrom its inception, our Supplier Diversity program has been championed by Sodexo’s Executive Leadership, especially its President and Chief Executive Officer. It aligns directly with our company’s core values and is reflected in our strategic imperatives.


PROJECT APPROACH

Because diversity and inclusion are part of our strategic imperatives, the use of diverse suppliers is considered an important component of operating our divisions effectively. To ensure that the program is given proper attention, Sodexo tracks supplier diversity results by division as part of our company diversity scorecard. Each division’s performance is measured by the percentage of diverse suppliers as part of its total spend. A division’s diversity percentage must increase year over year in order for them to achieve their supplier diversity goal. Quarterly updates are given to all executive-level personal to track their progress. Employee bonuses are tied to these results. In this way, the Supplier Diversity program is becoming ingrained in our operational culture.

Contracting Responsibly with Diverse Business PartnersSodexo seeks to provide opportunities for qualified minority and women-owned businesses to partner with us. As a large company, we have the ability to do this in a consistent and fair manner. Sodexo includes language about diversity in all contracts within supply management. This enables us to carve out niches from our national contracts for products/services supplied by certified diverse vendors.

These carve-outs are vital to the fair treatment of diverse vendors because it protects their ability to be successful. Pushing a vendor to accept too much business too quickly only sets them up for failure. Under a carve-out, the vendor supplies Sodexo with the amount of product and/or service that it is able to handle, and when the vendor feels ready to grow their business, Sodexo is ready to help, if this growth makes sense for both parties. Additionally, our contract language allows us to establish a contract with a diverse vendor at any time during a contract term. In short, Sodexo’s program opens the door for the smaller vendors to be successful. Additionally, our goal is to help grow the vendor’s business. It is not just about growing Sodexo’s business. Our goal is to make sure a company grows a foundation that is not dependent on a single customer.

Building a strong supplier diversity program enables Sodexo to grow our business by:

• Expanding our Minority and Women Business Enterprise (MWBE) program as a selling point of differentiation.

• Maximizing MWBE relationship equity in communities to grow our business.

• Employing MWBEs to provide authentic ethnic foods and flavors to our evolving customer tastes.

In short, the program makes sound business sense for Sodexo’s future as a successful service provider throughout North America.


PROJECT APPROACH

VENDOR PARTNERSHIPS

Currently, Sodexo has more than 2,000 national and regional vendors throughout the country. Our vendors include those that directly service our operations, as well as those that provide services or products to our regional support staff or at our corporate headquarters.

Our research indicates that our programs average four to 10% lower than other comparable purchasing programs. These relationships ensure consistent pricing, national distribution and training, and support. Sodexo utilizes vendors who are recognized leaders in their respective fields and include Ecolab®, Allied Waste, Cintas, 3M, Nilfisk-Advance and Standard Textile, just to name a few.

As a Sodexo client, you are entitled to utilize any of our vendor partners, even if we do not provide the service that the vendor’s products cover.

Extending the Program’s ReachLanguage in Sodexo’s contracts requires all manufacturers to establish a Supplier Diversity program within one year of signing with us. To facilitate this, Sodexo offers to mentor and support manufacturers who require assistance in establishing their own program. Manufacturers’ progress is tracked quarterly, then discussed as part of an annual business review.

By making the use of diverse vendors important to the manufacturers and distributors with which we do business, we open the door for diverse vendors to have opportunities. Sodexo acts as a resource for these vendors to partner with our manufacturers, which can spur the growth of these vendors through new opportunities. It also allows vendors that have contacted us, but do not provide goods or services that we need (such as corrugated boxes), to be introduced to potential customers.

The results speak for themselves: Our program has experienced double-digit growth since its inception, and more than 104 manufacturers have established their own Supplier Diversity programs.

Tracking Our ProgressSodexo tracks a number of metrics to measure our Supplier Diversity program’s success, including:

• Company spend with diverse vendors on a quarterly basis.

• Statistics regarding the number of clients who request diverse supplier tracking reports, as well as the number of proposals received that contain supplier diversity components.

Meeting Our Clients Supplier Diversity NeedsFirst-Tier Solutions

• If you would like a first-tier solution for supplier diversity, Sodexo can meet this requirement through the use of one of our partners.

• Partners include:

» SodexoMAGIC, our joint venture with Magic Johnson Enterprises, an African American-owned company based in California.

» NANA Management Services, our joint venture with NANA Services, a Native American corporation based in Alaska and doing business throughout the United States.


PROJECT APPROACH

» Both companies can provide innovative solutions for food and facility management services.

Second-Tier Solutions

• Utilize the local, regional and national diverse vendors who make sense for the account.

• Develop and utilize local subcontractors.

• By utilizing a number of vendors and subcontractors, we can provide opportunities for many diverse companies to grow.

Reporting for Our Clients

• Sodexo can provide quarterly or annual reporting to our clients to meet their own supplier diversity goals.

Reports Available

• Direct Second-Tier Report (for multi-city accounts we can do an individual or a combined report).

• Indirect Second-Tier Report as a percentage of our total spend.

Implementing Your Program

• Let us know your goal.

• Sodexo has a dedicated Supplier Diversity Department to support Sodexo and their clients’ needs.

• Sodexo has 35 Regional Support Managers geographically throughout the company to work with the accounts to assist them in meeting their diversity goals.

Our Supplier Diversity Department is available to work with you to meet your supplier diversity goals.

Rewarding Achievement, Encouraging ExcellenceRecognizing companies who excel in their quality and service to Sodexo is important. For the past five years, Supply Management has included supplier diversity spend and tracking as criteria for all vendor awards.

Additionally, Sodexo saw the need to develop an award specifically to recognize the Diverse Vendor of the Year. The winner of this award must not only provide high-quality products and service, but also demonstrate their commitment of giving back to their employees and their community. In addition to receiving the award itself, the winning vendor is also honored through news releases sent by Sodexo through our standard media outlets. This enhances their reputation and increases their exposure to new clients.

Sodexo’s Supplier Diversity program is not all about hitting a number; it is about creating opportunity and awareness for diverse vendors, both inside and outside Sodexo. By continuing to focus on this goal, everyone will win.


PROJECT APPROACH

Business Terms

TAB

7

TAB 7

Business Terms

Discuss the form and/or terms of the Agreement the Proposer believes would best serve the Project. As noted above, the basic structure will be a ground lease. The Proposer may offer proposed ground lease forms that have worked on other similar projects (include as an exhibit to the Statement, which will not count against page limits). The University would like to consider opportunities to receive ground rent determined as a percentage of net revenues once the facility has reached operating stabilization. Describe and explain any terms, conditions, or anticipated covenants, financial or otherwise, that the Proposer would desire or require (please distinguish) in the final form of Agreement. The Statement will provide the basis for later Agreement negotiations; a frank and detailed Statement will help expedite that process.

Sodexo’s proposal is a comprehensive proposal for the construction and financing of the resident hall, Facility Solutions and Dining Services for the campus. The maximum benefit to Florida Polytechnic University is the synergy in leveraging all of the services that Sodexo offers. Florida Polytechnic University does have the option of engaging in all Sodexo services of the individual services.

The terms outlined below by section (Construction Financing, Facilities Maintenance and Dining Services) will provide the basis for a negotiated agreement.

Construction Financing Terms

Sodexo, the global leader in Quality of Life Services, offers an innovative approach to implementing revenue-producing capital assets, which include designing, financing, building, operating and maintaining the asset alongside the client. This approach allows our


clients to achieve their business objectives, even when budgetary or economic conditions may hinder needed investments.

DFBOM (design, finance, build, operate, maintain) is a turnkey approach that leverages customized financing options with best practices in planning, building and maintaining your capital assets without compromising quality, needed assets and growth demands.

Whether you need to expand student housing, erect or upgrade to a more efficient central utility plant, Sodexo DFBOM provides the flexibility needed to ensure your financing needs are met. Our financing and build approach allows you flexibility on the terms of payment, and the option to assume ownership of the assets at a future time.

Project ChallengesSodexo and Hannon Armstrong are able to comply with the requirements of the RFQ except for bearing the complete financial risk of financing the building. We certainly understand the commitment it takes to start a university from the ground up and are a capable partner to lead to the success and growth of Florida Polytechnic University. Just as Florida Polytechnic University is looking for a significant commitment from companies to support the success of Florida Polytechnic University, we feel that Florida Polytechnic University is also willing to give the same commitment.

Therefore, we propose a shared revenue approach to financing the project. Florida Polytechnic University identified in the RFQ that it is interested in shared revenue as part of the ground lease terms. We propose that the actual student rents be shared between Florida Polytechnic University and Hannon Armstrong. This provides an additional revenue stream for Florida Polytechnic University. In addition, we are willing to work with Florida Polytechnic University to ensure the building design and cash-flow model provides competitive housing rates for Florida Polytechnic University to comparable universities.

This agreement will be in the form of an Asset Usage & Revenue Sharing Agreement (“AURSA”) under which Lender (Hannon Armstrong) shall provide the Housing Facilities to User (Florida Polytechnic University) will have exclusive and irrevocable right-of-use and quiet enjoyment of the Housing.

In exchange for this open partnership, we do have specific request to show Florida Polytechnic University’s commitment to the project. These commitments are that:

1. Any student interested in resident housing will be assigned to this resident hall first before going to off-site hotels or apartments contracted by the university.

2. Florida Polytechnic University, Sodexo and Hannon Armstrong will agree to a minimum level of occupancy for the resident hall and Florida Polytechnic University will guarantee this number of occupants. User guarantee with respect to occupancy shall be further guaranteed by the State University System of Florida, in form and substance satisfactory to Lender.


BUSINESS TERMS

The proposed terms for the AURSA agreement are outlined below:

Provider: Sodexo Construction, Inc. (Sodexo)

User: Florida Polytechnic Institute (FPU)

Lender/Owner: Hannon Armstrong

Housing Facilities: The parties will agree on a specific design and floor plan for the Housing Facilities. Provider and Lender shall deliver the Housing Facilities to User in accordance with a mutually agreed upon milestone schedule.

Development Cost: Provided by Lender. No borrowing will be required of User.

Development Agreement: Provider and Lender shall enter into an agreement for the procurement and construction of the Housing Facilities. Under the Development Agreement, Lender will remit the Development Cost into a trustee account. Over the Development Period, the trustee will distribute draw payments to Provider in accordance with a mutually agreed upon milestone schedule. Upon completion of the Development Agreement, Provider shall deliver to Lender the completed Housing Facilities.

Sharing Agreement: Following the completion of the Development Agreement, Lender and User shall enter an Asset Usage & Revenue Sharing Agreement (“AURSA”) under which Lender shall provide the Housing Facilities to User. Under the AURSA, User will have exclusive and irrevocable right-of-use and quiet enjoyment of the Housing.

Facilities: User shall assign students to live in the Housing Facilities, and manage the billing and collection of payments. Under the AURSA, there will no fixed payment obligation by the User. Instead, Lender and User will agree to share the revenues generated by the Housing Facilities on a TBD basis for the duration of AURSA Term.

Housing Rates: The average housing rate assumed by the Provider is TBD per unit, per year. These rates shall escalate by 2% per year.

Development Term: Approximately nine months.

AURSA Term: TBD, not including Development Term.

Occupancy Guarantee: User will guarantee a minimum level of occupancy and associated revenues generated by the Housing Facilities. User agrees to accept the financial risk and liability that future enrollment and occupancy is insufficient to amortize the Development Cost.


BUSINESS TERMS

Guarantee of User: User guarantee with respect to occupancy shall be further guaranteed by the State University System of Florida, in form and substance satisfactory to Lender.

First-Use Assignment Commitment: User shall commit to assigning students to the Housing Facilities on a priority, first-use basis before making other housing options available for self-selection by students or assignment by User. For the avoidance of doubt, User shall fill the Housing Facilities to capacity before making other housing options available to students for the duration of the AURSA.

Ownership: Unless purchased by User, Lender shall retain ownership of the Housing Facilities during the AURSA Term.

Purchase Option: User may purchase the Housing Facilities at any time by paying a buyout fee to Lender, which will reflect Lender’s unamortized balance times 104%.

End of Term: At the end of the AURSA Term, title and ownership of the Housing Facilities will transfer to User.

Upgrade of the Facility: Subject to the condition of the Housing Facilities, the parties may choose to upgrade and rehabilitate the Housing Facilities during the AURSA Term.

Operations & Maintenance: The Housing Facilities will be operated and maintained by Sodexo for the duration of the AURSA Term.

Utilities: All utilities will be paid by the developer.

Property Taxes: If the Housing Facilities are subject to local property taxes, these taxes will be paid by developer.

Insurance: Paid by developer.


BUSINESS TERMS

Facilities Maintenance TermsA factor Florida Polytechnic University may want to consider in selecting of the best partner to design, fund, build, operate and maintain their inaugural residence hall is a vested partner. A partner not only invested in the physical building and construction, but a partner that adopts the mission, vision and values of Florida Polytechnic University. A partner dedicated to improving the daily life of every student, faculty, staff and administrator on campus, while maintaining the highest operational standards. A partner that is willing to invest funds over and above those committed to building a residence hall. Sodexo is that partner.

As you seek the best talent in students, faculty, and staff in building an internationally recognized technical university, you want to seek a partner committed to protecting your assets and extending the life of your capital investments with the science, technology, engineering and mathematics reflecting the mission of your university. Understanding the need to identify a DFBOM partner, who will not only maintain with corrective maintenance, you need an organization that protects with proactive, predictive, preventive, as well as corrective maintenance – committed to saving energy and extending the life of all your electromechanical equipment supporting your physical assets.

Sodexo has agreements and proposals for both Facility Solutions and Dining Services that can be utilized by Florida Polytechnic University through a piggy-back provision permissible by the State of Florida procurement as the 12th State University. There are tremendous advantages to having a partner that not only maintains the residential hall under consideration, but also the ability to service the entire campus with a high degree of technical excellence.


BUSINESS TERMS

The construction, operation and maintenance of your inaugural residential life building needs to be excellent. By partnering with Sodexo to service the entire campus of Florida Polytechnic University, your new campus will not only be a show place of engineering and technology excellence, but a daily demonstration of physical plant operations excellence that utilizes science, technology, engineering and mathematics in creating the best practices that turn the entire university’s campus into a living, learning laboratory of technology and engineering excellence.

Sodexo has extensive local resources and personnel available at the University of Tampa with skill sets in HVAC, Engineering, Plant Operations, Energy Management, Construction Management and Design, Custodial Services and Grounds Maintenance. The University of Tampa leadership from both Finance and Student Affairs has provided testimonials on the excellence delivered and ability to recruit students due to the high-quality product delivered by Sodexo and service excellence mirrored by the Sodexo team as representatives of the university. Should you wish to visit and experience our services, we welcome an opportunity to introduce you to key leadership and will give you private access to visit with students, staff, leadership and personnel.


BUSINESS TERMS

Dining Services TermsWith the inaugural year of Florida Polytechnic University beginning next August, there is a need for a partner who will deliver the highest quality Dining Services for your new students. However, you still need to build, fund a temporary facility, open and operate an outstanding food service operation for Florida Polytechnic University students and staff in a very small window of time.

Should Florida Polytechnic University select Sodexo for all three services: DFBOM for your new residential halls; provide facilities and grounds services to the entire campus; and provide Dining Services to your university, Sodexo plans to make a significant financial investment in Florida Polytechnic University with initial investment estimated at $1.5 million to build out your temporary residential dining operation and Jazzman’s Café & Bakery. This will enable your dining operations to achieve outstanding services and provide the highest quality meals to your students through venues ready for the opening of school next fall.

The initial investment of $1.5 million will fund a retail Jazzman’s® Café & Bakery site in your new Science and Technology building, as well as the construction, kitchen equipment, dining hall furniture, smallwares and equipment to provide the best dining experience. Sodexo has experience in helping brand new universities in opening their campus sites and providing the best service.

When your permanent student services building is ready to be occupied in three years, Sodexo will determine additional funding capacity for fully equipping and creating the best permanent dining hall. We would welcome you to visit the University of Tampa to experience the quality of both retail and resident dining that students, staff, and parents are raving about.


BUSINESS TERMS

When your first students graduate from Florida Polytechnic University, we would welcome the opportunity to provide student internships and employment opportunities. Sodexo’s future growth initiatives are reliant upon recruiting people with the skills and knowledge your students will gain at Florida Polytechnic University.

The funding of the initial $1.5 million is based upon projected student populations, participation and goals communicated and desired by Florida Polytechnic University. Together, we will work to ensure the investment and ongoing fiscal benefits for Florida Polytechnic University meal plans is mutually beneficial.

Why Sodexo?

• Sodexo is a proven facilities management partner to Fortune 500 companies, universities, health care and government institutions around the world that expect the highest standards of service, safety and comfort.

• Sodexo facility experts work with more than 6,000 clients, with more than 9,000 sites throughout the U.S., in some of the most complex and challenging environments.

• Sodexo has earned a global distinction as one of the World’s Most Ethical Companies. All that we do stems from one single goal: To improve the quality of daily life for everyone we serve.


BUSINESS TERMS

As part of Sodexo’s commitment to creating a better tomorrowthrough sustainable, green initiatives, this document has beenprinted on paper containing 20% post-consumer recycled content.

9801 Washingtonian Boulevard, Gaithersburg, MD 20878 | 855 763 3963 | www.sodexoUSA.com

statements of qualifications

Documents