1

Research Facilities 2015Planning • Capital Projects • Space Utilization • Operations • Cost Reduction

May 7-8, 2015The Vinoy Renaissance Resort

St. Petersburg, FL

PLUS! Pre-Conference Course May 6th!• Fundamentals of Planning and Design of Modern

Labs and Lab MEP Systems

PLUS! Facility Site Tours May 6th and 9th!• University of South Florida Research Park• Eckerd College, James Center for Molecular

and Life Sciences

Tradeline ConferencesCollaborative. Transparent. Transformative.

2015

Courtesy of P

ayette

ajor new initiatives to upgrade, expand, and construct research facilities are picking up speed!

Old obsolete infrastructure is no longer competitive. New leadership is ushering in exciting new research agendas. New partnership models and funding sources are emerging. And the window on a favorable construction market (and construction costs) is starting to close.

Attend this conference to learn the new research facility features, space standards, data, metrics, analytical planning methods, cost benchmarks, and timing for contracts and cost savings that you and your institution should be planning on to achieve:

• High flexibility at low cost

• Shared use of resources

• Collaborative research environments

• Up-to-date space models (wet/dry, lab/core/social)

• Research culture change

• High recruitment and retention

• High space utilization

• Ease of operations and maintenance

• Whole building lifecycle performance

• More research program with less capital outlay

• More efficient MEP infrastructure and building systems

• Better decisions on renovation vs. new construction

• Lower cost for capital expenditures

Attend this conference as a research facilities planning team to get your key players and decision-makers on the same planning page and build consensus and momentum on the right courses of action. Planning teams include scientific project shepherds, and representatives from capital planning, engineering, operations, financial administration, design, and construction.

We very much look forward to seeing you in St. Petersburg, FL in May.

Derek Westfall President Tradeline, Inc.

Steven L. Westfall, Ph.D. Founder and CEO Tradeline, Inc.

Who Should Attend? This is the annual meeting for:

• Capital Project Teams

• Project Managers

• Research Program Directors

• Facility Managers

• Facility Engineers

• Capital Planners

• Scientists

• Faculty

• Research Operations Managers

to benchmark best-in-class plans and programs, build on successes and lessons learned from others, and shape actionable new plans for their institutions.

“Thank you for the opportunity to participate in Tradeline. It was by all measures the best organized, managed and content rich conference I have ever attended.”Gregory A. Howell, P.E. Co-founder and Managing Director, Lean Construction Institute

M

Six (6) AIA Continuing Education Hours (CEHs) are available for this course. AIA

Cost for course: $1090 Fundamentals Course only

$950 with registration to the two-day conference May 7-8

(Fees include course materials, continental breakfast, refreshment breaks, and lunch.)

Tradeline Pre-Conference Course

Wednesday; May 6Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems 7:30 a.m. Registration/Continental Breakfast 8:00 a.m. – 4:30 p.m. (six one hour modules)

Session Leaders: Chernoff Thompson Architects Russ Chernoff, MAIBC, MAAA, AIA, NSAA – Founding Partner Naomi F. Gross, MAIBC, MAAA, NSAA – Partner

Treanor Science and Technology Timothy Reynolds, PE – Principal

Henderson Engineers, Inc. Kelley Cramm, PE, LEED® AP – Senior Associate

What you will learn: This course covers the basic elements of laboratory planning and design – upfront laboratory planning, laboratory programming, lab design, building design, and MEP (mechanical, electrical, plumbing) system components. Participants will come away with a basic understanding of the vocabulary, concepts, processes, standards, numbers, types of scientific equipment, and furniture (as applicable) involved in laboratory planning and design. The course also serves as primer for the two-day conference that follows and will be highly interactive with Q&A.

Who should attend: This one-day course is open to all who have interest in lab planning and design: project managers, facility planners and managers, lab managers, architects, engineers, construction engineers, researchers, and scientists employed at colleges and universities, hospital and healthcare facilities, pharmaceuticals, government labs, and A/E/C firms.

Agenda: Module 1: Defining a Lab Module 2: Lab Programming Module 3: Lab Design I Module 4: Lab Design II Module 5: MEP Systems I Module 6: MEP Systems II

Space is limited and enrollment is subject to approval.

3

Facility Site Tours and Conference Participants

Wednesday; May 6Tour 1: University of South Florida Research Park: Interdisciplinary Research Building and Business Partnership BuildingCheck-in at 12:15 p.m.; Departs hotel at 12:30 p.m.; Returns to hotel at 4:30 p.m.

The USF Research Park complex brings scientists and entrepreneurs together to work side-by-side, share innovations and make advancements that succeed in both the laboratory and in the marketplace. The $40-million Interdisciplinary Research Building and Business Partnership Building projects are part of USF’s plan to develop its 87-acre research park into a hub for biotechnology and life sciences research and entrepreneurship. Here you see the 130,000-sf Interdisciplinary Research Building which houses core and shared labs. You’ll also see the 100,000-sf Business Partnership Building which is comprised of business office, lab space, and shared laboratories for the Tampa Bay Technology Incubator (TBTI). TBTI‘s facilities include state-of-the-art wet labs with more than $1 million in shared equipment, high-tech conference rooms, office spaces and informal meeting areas that support technology research as a catalyst for economic development and facilitates the growth and development of life science and other high tech companies. AIA

Saturday; May 9Tour 2: Eckerd College, James Center for Molecular and Life SciencesCheck-in at 8:15 a.m.; Departs hotel 8:30 a.m.; Returns to hotel at 11:15 a.m.; Continues to airport for drop at terminals at 12:15 p.m.

The $25 million, 50,000-sf James Center for Molecular and Life Sciences puts science on display, making the scientific learning and discovery process visible to the entire college community. Housing biology, chemistry, and biochemistry, the building offers nine teaching labs, two classrooms, four faculty-student research labs, faculty offices and multiple spaces for faculty and students to learn and work together. The one-story building is massed as two wings connected by a central lobby that can be opened to the outside, with airlocks to separate the lobby from the wings. A revolutionary low-cost air-conditioning system utilizes a pipeline of reclaimed, non-potable water from the local wastewater treatment facility that is piped through the building’s heat exchanger to cool the system and then returns the warmed water to the plant. Other elements contributing to the building’s energy efficiency are a variable-air-velocity exhaust system for reduced lab and fume-hood exhaust rates, sensors that calibrate interior lighting to ambient daylight, and a dashboard system that lets building occupants see energy consumption levels in each room. AIA

Conference Speakers• Aircuity, Inc.• Ballinger• BAM Architecture Studio• CH2M Hill/IDC Architects• Chernoff Thompson Architects• Flad Architects• Hamilton Scientific, LLC• Henderson Engineers, Inc.• HOK• Jacobs Wyper Architects• Janssen Research & Development• National Cancer Institute, NIH, HHS• Research Facilities Design• Siemens Industry, Inc.

• Stanford University School of Medicine• Stantec• Treanor Science & Technology• Tufts University• University of Nevada, Las Vegas• University of Wisconsin School of Medicine

and Public Health• Vermeulens• Weill Cornell Medical College• Wilson Architects• WSP Flack + Kurtz

Exhibitors• Allentown Inc.• Ambient Air Technologies, LLC• Field Management Services, Inc.

• Kewaunee Scientific Corp.• Miele Professional• Mott Manufacturing Ltd.• Phoenix Controls• Scott Lab Solutions• Siemens Industry, Inc.• STARLINE• Thermo Scientific-Lab Equipment Division• Trespa North America• Vacuubrand, Inc.• Waldner, Inc.

Special Event Host• CPP, Inc.• Strobic Air, a CECO Environmental Company

IMPORTANT TOUR NOTES:• YOU MUST SIGN UP IN ADVANCE (SEE REGISTRATION FORM) AND

HAVE WRITTEN CONFIRMATION FROM TRADELINE IN ORDER TO ATTEND THE TOUR.

• Site tour attendance is limited. Space on the site tours will be filled on a first-registered, first-served basis.

• No more than 5 people per organization will be confirmed on a tour.

• Failure to check-in at the tour desk in the lobby 15 mins. prior to departure time may result in your seat being forfeited to those on the stand-by list.

• All tour participants must arrive at the site on the tour bus with the tour group. For security reasons, no one may meet the group at the tour site.

• A $25 bus transportation fee will be charged to your registration fee. This fee is non-refundable for cancellations made within two weeks of the tour date.

Facility Site Tours and Conference Participants Conference Speakers

Leslie Ashor, AIA, LEED APLaboratory ConsultantResearch Facilities Design

W. Malcolm Barksdale, AIA, NCARBPresident, PrincipalResearch Facilities Design

Stephen M. Bartlett, AIA, LEED APAssociate PrincipalBallinger

Daniel Castner, AIA/IFMADirector, Science and Technology Practice LeaderBAM Architecture Studio

Russell M. Chernoff, MAIBC, MAAA, AIA, NSAAFounding PartnerChernoff Thompson Architects

Ross Adam Cole, AIA/IFMAPrincipalBAM Architecture Studio

Kelley Cramm, PE, LEED APSenior AssociateHenderson Engineers, Inc.

William H. Cunningham, AIACampus ArchitectWeill Cornell Medical College

Niraj DangoriaAssociate Dean Facilities Planning and ManagementStanford University School of Medicine

Stephen DavisContracting Officer, FFRDCNCI, NIH

Joseph DelPozzoSenior Vice-PresidentWSP Flack + Kurtz

Elizabeth A. DomorackiFacilities ArchitectUniversity of Wisconsin

Jamie DoranProject ManagerJacobs Wyper Architects

Thomas Fortier, AIA, LEED AP, BD+CVP & Regional Director of Science & TechnologyHOK

Jonathan Friedan, PE, LEED APPrincipalBallinger

Paul FusonSenior National Sales Manger, Life Science SolutionsSiemens Industry, Inc.

Adrian Gainer, ARB, RIBAVP/Regional Leader Science + TechnologyHOK

Joslyn GrayFacilities PlannerStanford University School of Medicine

Naomi F. Gross, MAIBC, MAAA, NSAAPartnerChernoff Thompson Architects

Terry Jacobs, AIAPartnerJacobs Wyper Architects

Richard G. JohnsonProduct DirectorHamilton Scientific, LLC

Eric KnightAssistant Director, Research InfrastructureUniversity of Nevada, Las Vegas

Alan KoderOperations ManagerJanssen Research & Development

J. Stuart Lewis, LEED AP BD+CVice President, Senior Laboratory PlannerHOK

Marilee Lloyd, AIAPrincipal Laboratory ArchitectCH2M Hill/IDC Architects

J. Christopher Martin, AIA, LEED APPresidentWilson Architects

Jack Daniel McDonald, MSEMSenior Project ManagerTufts University

Kristen Mistichelli, MPADirector, Acquisitions, NCI, NIHNational Cancer Institute

Charles Mummert, AIA, LEED AP BD+CDirectorFlad Architects

F. Jeffrey Murray, AIA, LEED APDirector of DesignIDC Architects

Cristianne PeschardDesignerWilson Architects

Michael J. Reagan, AIA, NCARBVP, Science & Technology LeadStantec

Timothy J. Reynolds, PEPrincipalTreanor Science & Technology

Gordon P. SharpChairman & FounderAircuity, Inc.

Stan Smith, PhDAssociate VP for ResearchUniversity of Nevada, Las Vegas

Jill J. Swensen, AIA, LEED APPrincipalStantec

Blair Tennant, LEED APProject ManagerVermeulens

Richard S. Thomas, AIA, MBASenior Director, Capital Planning (retired)Weill Cornell Medical College

James Vermeulen, PQS, LEED APCo-CEOVermeulens

Dirk von Below, AIA, LEED APProject ManagerFlad Architects

Mark C. Wells, AIAAssistant Dean for FacilitiesUniversity of Wisconsin

Derek G. WestfallPresidentTradeline, Inc.

Steven L. Westfall, Ph.D.Founder and CEOTradeline, Inc.

5

Wednesday; May 6Registration Sign-in/Continental Breakfast for Fundamentals Course 7:30 a.m. – 8:00 a.m.

* Fundamentals of Planning and Design of Modern Labs 8:00 a.m. – 4:30 p.m. and MEP Systems

* Facility Site Tour (must be pre-registered to attend) 12:30 p.m. – 4:30 p.m.

Hosted Dessert Reception; Registration Sign-In 7:30 p.m. – 9:00 p.m.

Thursday; May 7Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m.

General Session 8:30 a.m. – 11:00 a.m.

Conference Overview

Speakers: University of Wisconsin School of Medicine and Public Health; Tufts University; National Cancer Institute, NIH, HHS; University of Nevada, Las Vegas

Concurrent Forum Sessions 11:15 a.m. – 12:10 p.m.

A. Facility models for collaborative scientific initiatives: Space, technology, cultures

B. Whole building life cycle assessment: Materials, carbon emissions, resource use in the scientific workplace

C. Post-occupancy: Lab functionality, flexibility, energy use, operating features that pay off

Luncheon Hosted by CPP, Inc. 12:10 p.m.

Concurrent Forum Sessions 1:15 p.m. – 2:10 p.m.

D. New research facility planning metrics reveal priorities beyond space efficiency

E. The road to net zero energy use: Interconnected building systems to plan for

F. + Shared scientific work environments: The new face of science and research

Concurrent Forum Sessions 2:25 p.m. – 3:20 p.m.

G. Interdisciplinary research facilities: The latest distinguishing features from around the world

H. When to act: Construction cost forecast and timing decisions for capital projects

I. + New lab construction vs. lab renovation: Cost, schedule, systems, satisfaction benchmarks

General Session 3:50 p.m. – 4:45 p.m.

Speaker: Stanford University School of Medicine

Reception Hosted by Strobic Air Corp. (Guests Welcome) 4:45 p.m. – 6:00 p.m.

Agenda at a Glance

* Additional cost to attend + Presented at this time only.

Special Events and Features:

Hosted Pre-Conference ReceptionWednesday; May 6, 7:30 p.m. Irish Coffees and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted ReceptionThursday; May 7, 4:45 p.m. – 6:00 p.m. Guests welcome.

Food and BeverageRegistered attendees will be provided with lunch and refreshment breaks on both meeting days.

A continental breakfast will be served on the first meeting day and a full breakfast will be served on the second meeting day.

Please Note The FollowingDress for this conference is business casual. It is our goal to maintain the temperature of the meeting rooms at an acceptable level for all attendees. However, for your maximum comfort we suggest that you plan to dress in layers.

Audio or video recording devices are not permitted at this conference.

Register with payment by

April 3 and Save $200

www.TradelineInc.com/Research2015

Register Now!

7

Agenda at a Glance

* Additional cost to attend + Presented at this time only.

Tradeline is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this event will be reported to CES Records for AIA members by Tradeline. Certificates of Completion for non-AIA members are available upon request.

There are a maximum of 14 Continuing Education Hours (CEHs) available at this conference. Sessions marked with the AIA CES logo have been registered with the AIA/CES Record. AIA Sessions marked with HSW qualify for HSW credit

Friday; May 8 Hosted Breakfast 7:15 a.m. – 8:00 a.m.

Concurrent Sessions 8:05 a.m. – 9:00 a.m.

H. When to act: Construction cost forecast and timing decisions for capital projects

J. + Defining “The NEW Lab of the Future”

K. + Integrating BAS, fire & security systems: Reduced costs and safe operations

General Session 9:20 a.m. – 10:15 a.m.

Speakers: Weill Cornell Medical College; Tradeline/Henderson Engineers

Concurrent Forum Sessions 10:40 a.m. – 11:35 a.m.

B. Whole building life cycle assessment: Materials, carbon emissions, resource use in the scientific workplace

D. New research facility planning metrics reveal priorities beyond space efficiency

L. + Building a better future for research science: A comparative occupant study of recent UK laboratory buildings

Concurrent Forum Sessions 11:50 a.m. – 12:45 p.m.

A. Facility models for collaborative scientific initiatives: Space, technology, cultures

G. Interdisciplinary research facilities: The latest distinguishing features from around the world

M. + Uber-flexibility: J&J’s new industry-disruptive research facility model and design features

Hosted Luncheon 12:45 p.m.

Concurrent Forum Sessions 1:45 p.m. – 2:40 p.m.

C. Post-occupancy: Lab functionality, flexibility, energy use, operating features that pay off

E. The road to net zero energy use: Interconnected building systems to plan for

N. + Adaptive re-use, sustainability, and the high performance research workplace

General Session 2:55 p.m. – 3:40 p.m.

Town Hall Knowledge Roundup

Adjourn 3:40 p.m.

Saturday; May 9* Facility Site Tour (must be pre-registered to attend) 8:30 a.m. – 11:15 a.m.

“[Tradeline] is professionally run, placing emphasis on information sharing and education gained from knowledgeable speakers discussing real-time, pertinent issues... the true value in Tradeline is in the people: meeting and socializing with peers, clients, suppliers, and friends... a tremendous value that delivers exactly as advertised!”Jeff Williams Director, Corporate Facilities Management Charles River Laboratories

Courtesy of Perkins+Will; © Christopher Barnes

Thursday; May 7

Phase two for Wisconsin Institutes for Medical Research: Transformative lessons learnedUniversity of Wisconsin School of Medicine and Public HealthElizabeth Domoracki – Facilities Architect Mark Wells, AIA – Assistant Dean for Facilities

Phase two of the ambitious Wisconsin Institutes for Medical Research reflects a wealth of experiential knowledge distilled from its predecessor, and the result is a facility that is cutting edge and state-of-the art in every way – from the casework to the building systems. Elizabeth Domoracki and Mark Wells reveal order-of-magnitude improvements in space efficiency, laboratory capability and capacity, and sustainability. They profile new space allocation and programming processes, scientific work environments, and a modular lab framework supporting unique lab functions and expansion/contraction based on funding and research needs. They also highlight critical decisions on infrastructure first costs.

Higher-performing research space: Rein in, recapture, upgrade, and reallocateTufts UniversityJack Daniel McDonald, MSEM – Senior Project Manager

To position research programs for long-term stability and growth, maximizing the productivity of existing space is the place to start: assess your research portfolio, recapture underutilized and underproductive space, upgrade it for modern research, and reallocate it to new recruits and productive teams. Space reclamation initiatives are a politically dangerous undertaking, and here Jack McDonald illustrates key steps in successfully reallocating lab space at Tufts University School of Medicine. He sets out new space governance policies that align lab space with PI FTE’s, funding, and future projects, and examines infrastructure upgrades to support emerging cross-disciplinary science programs.

Flexibility features for rapidly changing research priorities: The Frederick National LabNational Cancer Institute, NIH, HHSKristen Mistichelli, MPA – Director, Acquisitions NCI Steve Davis – Contracting Officer, FFRDC

The Frederick National Lab charter is to be agile, flexible and capable of addressing emerging cancer treatments, therapies, novel and basic research, as well as responding to urgent infectious disease events. Kristen Mistichelli and Steve Davis identify the facility features and processes that enable shifting infrastructure “on a dime,” and how to secure the necessary flexibility investments and operating efficiencies in conservative organizations – like the US Government. They examine successful design and procurement strategies, prioritization strategies, and change management policies that support collaborative research missions and reconcile competing interests.

UNLV’s move to embolden the research enterprise: Lessons learned on their first major research facilityUniversity of Nevada, Las VegasStan Smith, PhD – Associate VP for Research Eric Knight – Assistant Director for Research Infrastructure

What facility features and research resources need to be planned for, and where should capital dollars be allocated to springboard an institution’s research programs to national recognition? Stan Smith and Eric Knight illustrate how decisions on budget, core facilities, project management, construction processes, and space management have shaped UNLV’s Science & Engineering building – the state’s most expensive construction project to-date. They deliver post-occupancy lessons learned on infrastructure, governance, and operating efficiency, and they identify critical actions and pieces of information that contributed to (or would have contributed to) greater project success.

Thursday and Friday; May 7-8

Photo courtesy of RFD; Bruce Damonte

Prepare for the coming research space evolution: Six big drivers to plan forStanford University School of MedicineNiraj Dangoria – Associate Dean Facilities Planning and Management Joslyn Gray – Facilities Planner

This extended interactive session focuses on the current evolution and trajectory of research, and how research space plans today should anticipate and respond to six major drivers: funding, indirect cost recovery, the size of laboratories, core expansion and the rise of ‘omics’, animal models, and faculty phenotypes. Niraj Dangoria and Joslyn Gray set out hypotheses developed at the Stanford University School of Medicine that are applicable to all industry stakeholders, and elicit feedback, related experience, and perspectives from conference participants in public, private, and government organizations. They illustrate how these findings will impact the creation of space, sustainability goals, infrastructure investments, flexibility and long-term functionality of research facilities.

Friday; May 8

Last-minute disruptive course change: A case study in research facility adaptabilityWeill Cornell Medical CollegeRichard S Thomas, AIA, MBA – Senior Director, Capital Planning (retired) William H Cunningham, AIA – Campus Architect

This case study of a dramatic direction shift during the final stages of research facility occupancy illustrates four big disruptive factors that facility planners should prepare for: long project timelines, turnover of senior leadership, roadblocks to culture change, and “black swan” events. Richard Thomas and William Cunningham scope out the ramifications of each scenario on capital and operating budgets, space allocation and facility resources, departmental silo-reduction initiatives, recruitment and retention. They identify key details of strategic, master, facility, and business plans and processes which facilitate quick decisions and the formation of action plans.

Do we have the staff to operate what we’re planning to build?Tradeline, Inc.Steve Westfall – Founder

Henderson Engineers, Inc.Kelley Cramm, PE, LEED AP – Senior Associate

What does it take in terms of manpower and skills to operate modern research buildings and the advanced systems that are being designed into those buildings? Too many capital projects (major renovations and new construction) are now plunging ahead without getting this question on the table and answered with operational and financial authority. And that is a recipe for disaster. In this report you’ll learn a method for determining how many “boots on the ground” new research facilities need, the special operating skills required, how design and procurement strategies are accommodating labor shortages, and how to determine if your existing operations workforce has the capacity to take on a new building or requires more operational manpower. These are findings that may radically change your calculations on what to build.

Town Hall Knowledge RoundupFacilitator: Tradeline, Inc.Derek Westfall – President

This closing session is where key ideas, new developments, and findings that have been revealed over the course of the entire two-day conference (including sessions you may have missed) get clarified, expanded upon, and affirmed or debated. This is also the opportunity to get answers from industry leaders and the entire audience to specific questions on key and challenging issues.

Attend all of the General Sessions below

9

Courtesy of TK&A

A. Facility models for collaborative scientific initiatives: Space, technology, culturesWilson ArchitectsJ. Christopher Martin, AIA, LEED AP – President Cristianne Peschard – Designer

Collaborative partnerships between diverse research organizations are on the rise, fueled by the promise of rapid discovery and shortened times to market/application. Session leaders identify key facility planning considerations for collaborations at the nexus of applied and basic research, encompassing the fields of biomedical engineering, robotics, surgery, tissue engineering, bioengineering sensors, big data, and imaging. They scope out the quantity and quality of space types required to make such ambitious initiatives. They also identify particular considerations for supporting an array of specialized equipment, and planning and managing culture change. AIA HSW

Thursday 11:15 a.m. – 12:10 p.m. | Friday 11:50 a.m. – 12:45 p.m.

B. Whole building life cycle assessment: Materials, carbon emissions, resource use in the scientific workplaceFlad ArchitectsDirk von Below, AIA, LEED AP – Project Manager Chuck Mummert, AIA, LEED AP BD+C – Director

New processes for early real-time evaluation of research facility design options give decision makers unprecedented understanding of how their choices determine the scientific workplace environment, research production process, the use of water and energy, and carbon footprint over the entire facility lifecycle. Session leaders outline what’s changed from the traditional design process to leverage Building Information Modeling (BIM), enable holistic analysis of building materials and systems, and generate comparative metrics for multiple design paths. They illustrate the results: higher-value, more accurate and more sustainable decisions on construction, renovation, repurposing, material selection, finishes, budgets, and more. AIA HSW

Thursday 11:15 a.m. – 12:10 p.m. | Friday 10:40 a.m. – 11:35 a.m.

C. Post-occupancy: Lab functionality, flexibility, energy use, operating features that pay offBallingerSteve Bartlett, AIA, LEED AP – Associate Principal Jonathan Friedan, PE, LEED AP – Principal

Three state-of-the-art science facilities, three institutions pursuing interdisciplinary innovation in an environment of increasingly rapid change: which research facility features are proving their worth and positioning these organizations to lead? Steve Bartlett and Jonathan Friedan deliver post-occupancy findings from high profile science facilities at Johns Hopkins University, the Wistar Institute, and the University of Pittsburgh, including data on modeled-vs.-actual building performance, real-world use of flexibility/interchangeability features, amenities for collaboration/interaction, and operating details. They reveal how end-user feedback on facility features should inform decisions on next-generation research facility construction and upgrade projects to maximize return on investment. AIA HSW

Thursday 11:15 a.m. – 12:10 p.m. | Friday 1:45 p.m. – 2:40 p.m.

D. New research facility planning metrics reveal priorities beyond space efficiencyResearch Facilities DesignW. Malcolm Barksdale, AIA, NCARB – President, Principal Leslie Ashor, AIA, LEED AP – Laboratory Consultant

A paradigm shift is occurring in new research facility construction around the world: the old technical measurements of facility efficiency are being supplanted by planning metrics that more closely align with strategic program goals. Fading metrics: area/researcher, equivalent linear feet, net/gross ratios. Trending metrics: functionality, flexibility, sustainability, collaboration, shared resources. Malcolm Barksdale and Leslie Ashor profile international emerging influencer facilities for biomedical science, bioengineering, neuroscience, chemistry, energy research, and nanoscience to illustrate how the new set of priorities reshapes configurations of laboratories, support spaces, core facilities, infrastructure, and amenity spaces, and the way users interact. AIA HSW

Thursday 1:15 p.m. – 2:10 p.m. | Friday 10:40 a.m. – 11:35 a.m.

Thursday and Friday; May 7-8

AIA Sessions qualify for AIA credit. HSW Sessions qualify for HSW credit.

11

E. The road to net zero energy use: Interconnected building systems to plan forAircuity, Inc.Gordon P. Sharp – Chairman and Founder

The intense use of outside air makes achieving net zero energy use in laboratories a demanding task, and designing building systems holistically is the only way to get it done. Gordon Sharp profiles the Masdar Institute of Science and Technology (250,000 sq. ft. of net wet lab space) and details a path to achieve near net zero using multiple technologies such as VAV lab and exhaust fan control, demand based control of ACH’s, chilled beams (hydronic cooling), and heat recovery. He quantitatively examines the energy savings and capital cost impacts of the technologies used to achieve a reduction of nearly 80% energy use compared with traditional labs. AIA HSW

Thursday 1:15 p.m. – 2:10 p.m. | Friday 1:45 p.m. – 2:40 p.m.

F. Shared scientific work environments: The new face of science and researchCH2M HILL/IDC ArchitectsMarilee Lloyd, AIA – Principal Laboratory Architect Jeff Murray, AIA LEED – Director of Design

Consolidation initiatives which co-locate research, production, and business functions in a single facility are on the rise, with significant collaboration advantages and operating efficiencies to be had. Marilee Lloyd and Jeff Murray set out strategies for solving the compatibility problems associated with mingling business and functional groups, office and collaboration spaces, and technically-demanding research equipment zones and production facilities. They set out processes and metrics for evaluating alternative cross-group collaboration strategies, and they illustrate solutions for resource sharing and cost reduction among business units including shared equipment, computational nodes, “Kiva rooms,” and more. AIA HSW

Thursday 1:15 p.m. – 2:10 p.m.

G. Interdisciplinary research facilities: The latest distinguishing features from around the worldStantecMichael Reagan, AIA, NCARB – Vice President, Science + Technology Lead Jill Swensen, AIA, LEED AP – Principal

Research facility capability may be the deciding success factor in your next science initiative – be it recruiting top-level talent, forging multi-disciplinary teams, or producing research discoveries. Here you’ll see what organizations around the world are doing to ensure they have the infrastructure required to stay competitive. Session leaders examine the latest projects and concepts, and illustrate how decisions are being made on flexibility investments, space utilization, multi-use solutions, and heightened focus on core facilities. They deliver details on collocating disciplines, sharing resources, vibration isolation, electromagnetic field shielding, radio frequency screening, hazardous materials use, and lighting. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m. | Friday 11:50 a.m. – 12:45 p.m.

H. When to act: Construction cost forecast and timing decisions for capital projectsVermeulensJames Vermeulen, PQS, LEED AP – Co-CEO Blair Tennant, LEED AP – Project Manager

Mounting pressure on construction costs will impact all research facility projects on the drawing boards and in the pipeline. Attend this session to get better pricing and more accurate budget figures. James Vermeulen and Blair Tennant deliver up-to-date construction cost forecasts based on recent Congressional spending cuts, commodity prices, and cost data from more than 100 projects. Using analyses of equities, GDP, and construction labor markets, they illustrate regional construction pricing targets for the next two years. They profile what organizations are doing now to lock in costs, reduce risk, and set contingencies for design, escalation, bidding, and construction. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m. | Friday 8:05 a.m. – 9:00 a.m.

Register at www.TradelineInc.com/Research2015

“...We haven’t found a quality knowledge exchange that comes anywhere close to what you have to offer...” Walter W. DavisAssistant VC & Assistant Dean for Facilities Operations [retired] Washington University School of Medicine

I. New lab construction vs. lab renovation: Cost, schedule, systems, satisfaction benchmarksBAM Architecture StudioRoss Adam Cole, AIA / IFMA – Principal Daniel Castner, AIA / IFMA – Director, Science and Technology Practice Leader

WSP Flack + KurtzJoseph DelPozzo, PE LEED AP – Senior Vice President

Two leading strategies for getting the research capabilities that distinguish an institution from the competition: build new lab space, or upgrade/renovate existing facilities. Before selecting a course of action, get the numbers associated with each to see which delivers more value to your organization. Session leaders compare two case studies on the basis of expectations and results, and illustrate the key differences in operating cost, flexibility/adaptability, MEP systems, technical sophistication, casework and furniture options, costs and schedule. They deliver best practices for managing the planning process, establishing facility requirements and performance criteria, and improving end-user satisfaction. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m.

J. Defining “The NEW Lab of the Future”Jacobs Wyper ArchitectsTerry Jacobs, AIA – Partner Jamie Doran, LEED AP – Project Manager

What was once called the “Lab of the Future” is now the status-quo: open, flexible floor plans which respond to growth and changing needs, and foster interdisciplinary interactions. But is this “Lab of the Future” adequately serving today’s research community, and what will the NEW “Lab of the Future” look like? Session leaders examine the results of multiple R&D facility redesign initiatives, and how the open floor plans have actually affected productivity for better or worse. They illustrate where research and development programs are now heading, and what facilities will need for operational excellence in the future. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

K. Integrating BAS, fire & security systems: Reduced costs and safe operationsSiemens Industry, Inc.Paul Fuson – Sr. National Sales Manager, Life Science Solutions

On the research facility lifecycle cost front, more savings are still to be had by integrating systems for building automation, environmental controls, fire/life safety, and security. Paul Fuson scopes out the construction cost, management, safety, sustainability, reduced redundancy, and maintenance advantages of system integration, and delivers design, procurement, installation, and commissioning details for new construction and facility renovations. He profiles recent case studies, and illustrates applications for chemical/biological hazard management, access management, energy use reduction, and user-driven, activity-based lighting and HVAC delivery. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

L. Building a better future for research science: A comparative occupant study of recent UK laboratory buildingsHOKAdrian Gainer, ARB, RIBA – Vice President | Regional Leader, Science + Technology

A new survey of research facility users in the UK links occupant perception and work behaviors in science buildings, facility features, and the overall success of science programs. Adrian Gainer details the use of a Facility Effectiveness Questionnaire to measure the perceived impact of key design elements on researchers, research groups, department heads, and facility managers. He examines what the results tell us about productivity features including net-to-gross ratios, space per researcher, organization of space, floor to floor heights, and storage, and how the new space/satisfaction metrics should shape cost and stakeholder engagement decisions. AIA HSW

Friday 10:40 a.m. – 11:35 a.m.

Thursday and Friday; May 7-8

AIA Sessions qualify for AIA credit. HSW Sessions qualify for HSW credit.

13

Register at www.TradelineInc.com/Research2015

M. Uber-flexibility: J&J’s new industry-disruptive research facility model and design featuresHamilton Scientific, LLCRichard G Johnson – Product Director

Janssen Research & DevelopmentAlan Koder – Operations Manager

Here you’ll see a capital efficient, flexible model of research space/program alignment that gives companies pursuing research innovations access to critical infrastructure without the hurdles of construction, ownership, and maintenance. Alan Koder and Rick Johnson profile Janssen Labs’ model of providing a modern science workplace to research groups with a no-IP-strings-attached incubator financial. They examine shared equipment efficiencies and scalable modern laboratory configurations that expand and contract in response to funding streams and product development roadmaps, and they detail space configurations that protect intellectual property rights in a collaborative, open research environment. AIA HSW

Friday 11:50 a.m. – 12:45 p.m.

N. Adaptive re-use, sustainability, and the high performance research workplaceHOKTom Fortier, AIA, LEED AP BD+C – Vice President | Regional Leader, Science + Technology

Stuart Lewis, LEED AP BD+C – Vice President, Sr. Laboratory Planner | Science + Technology

This project profile of adaptive reuse serves as a benchmark for aligning scientific program capability, sustainability, and diversity of disciplines. Tom Fortier and Stuart Lewis set out strategies used to deliver high performance scientific workplace functionality on the historic NOAA Inouye Regional Center site including wet and dry research laboratories, a marine mammal holding facility, a research library, offices, conference and meeting areas, and informal collaboration space. They illustrate colocation strategies and efficiencies for over twelve research groups, and the application of biomimetic design principles and localized sustainability solutions to raise operating efficiency and reduce ventilation, cooling, and lighting loads.

AIA HSW

Friday 1:45 p.m. – 2:40 p.m.

“The entire conference way surpassed my expectations. It is very easy to see why veteran attendees rave about the value of Tradeline conferences.”Nicholas Benson, MD, MBAVice Dean, Brody School of Medicine and Medical DirectorEast Carolina University Physicians

© Wilson Architects Photographer Anton Grassl – Esto

Registration and Accommodations

Registration:Conference Registration FeesRegistration fees with payment by 4/3/15 $1740 for single registration $1590 for groups of 2 or more

Registration fees after 4/3/15 $1940 for single registration $1790 for groups of 2 or more

Registration fee includes: All general sessions, selection of forums, a dessert reception, two lunches, one breakfast, a wine and hors d’oeuvres reception, refreshments, and a conference workbook guide. Presentations will be made available for download to attendees.

Team Discounts! For groups of 5 or more, please call Tradeline for additional discounts available.

Pre-Conference TrainingFundamentals of Planning and Design of Modern Labs and Lab MEP Systems

$1090 Stand-alone course $950 with full conference participation

Facility Site ToursUSF Research Park and Eckerd College

$25 Transportation Fee

Registration InformationMake checks payable to: TRADELINE, INC. Federal Tax I.D. #95-297-2863

Policy on Cancellations, Changes and Refunds All cancellations and changes to registrations must be received by Tradeline, Inc. in writing.

You may make substitutions at any time; please notify us as soon as possible.

Full refunds will be given for cancellations received in writing 14 days or more prior to the event. A $250 service fee will be charged for cancellations received between 14 and 6 days prior. No refunds will be given for cancellations received within 5 days of the event.

Hotel and Travel Information:Room ReservationsTradeline has reserved a block of sleeping rooms for this event at The Vinoy Renaissance Resort. For registrations received by April 10, 2015 Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After April 10 please call Tradeline for room availability.

Changes: All room reservations and changes must originate through Tradeline, Inc. to obtain the special rate. If you contact the hotel directly, you may be informed that they are sold out, or you may be charged a higher rate.

Room RateThe discounted room rate for this event is $199/night, single or double occupancy.

A limited number of government per diem rates are available to U.S. federal government employees.

This is a non-smoking hotel.

Room PaymentTradeline does not accept payment for room reservations. Hotel charges are paid to the hotel directly upon checkout.

Travel InformationAirport-to-Hotel Transportation

The Vinoy Renaissance Resort is 22 miles from Tampa International Airport. Taxis or shuttles are readily available from all airport terminals. Taxi fares will run $50 – $60 each way.

The conference will be held at:

The Vinoy Renaissance Resort501 Fifth Ave. NE St. Petersburg, FL 33701

Online www.TradelineInc.com/Research2015

Fax925.254.1093 From outside the U.S. 1.925.254.1093

MailTradeline, Inc. 115 Orinda Way Orinda, CA 94563, USA

QuestionsCall 925.254.1744 ext. 112 From outside the U.S. 1.925.254.1744 ext. 112

How to Register:

Register Now! www.TradelineInc.com/Research2015

Register with payment by

April 3 and Save $200

Registration and Accommodations Research Facilities 2015

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/Research2015)

• Conference registration is not complete until confirmed by Tradeline, Inc. • Please confirm airline reservations only after confirmation of registration. • Only one registrant per form.

Name ____________________________________ First Name for name badge _______________

Title/Position __________________________________________________________________

Institution _____________________________________________________________________

Address _________________________________________________M/S __________________

City___________________________________ State ___________ Zip Code ______________

Country _________________________ Phone _________________ Fax __________________

Attendee Contact Email ___________________________________________________________

Alternate Contact Email ___________________________________________________________

2. Register with payment before April 3 and save $200! Payment by 4/3/15 Full price Single Registration ❑ $1,740 ❑ $1,940 Team Registration Discount* ❑ $1,590/Attendee ❑ $1,790/Attendee

*Name of other team registrant(s) ____________________________________________________

3. Conference Add-Ons:Wednesday; May 6 Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

❑ $1090 ❑ $950 with registration to the full 2 day conference May 7-8

❑ $25 Site Tour 1: University of South Florida Research Park

Saturday; May 9 ❑ $25 Site Tour 2: Eckerd College

4. Select a Method of PaymentTo receive early discount, payment must accompany registration. Payment or P.O. # must be received by conference date in order to attend.❑ Visa ❑ Mastercard ❑ AmEx Name on Card _________________________________

Card # _____________________________________ Exp. Date_________ Security Code _______

Billing Address: _________________________________________________(If different from above)

❑ CHECK: Make payable to TRADELINE, INC. Check # _____________________________________

❑ INSTITUTIONAL P.O. number (not eligible for early discount) ________________________________

5. Hotel ReservationsPlease do not call the hotel directly. The special room rate below is available at The Vinoy Renaissance Resort through Tradeline only.

❑ Yes, please reserve a room for me. Arrival Date: ____________Departure Date: _______________

❑ Single occupancy ($199/night +12% room tax) ❑ Double occupancy ($199/night +12% room tax)

❑ Government rate ($104/night at present time) - A limited number of rooms are available for U.S. federal government employees.Special Requests*: ______________________________________________________________

❑ No, I will not require a hotel reservation.

*All requests will be honored based upon availability at hotel upon time of arrival. Tradeline will inform the hotel of your preferences but cannot guarantee any special requests.

All room reservations are guaranteed. For changes or cancellations, please notify Tradeline at least 72 hours prior to your scheduled arrival. No-shows and cancellations within 72 hours of arrival are subject to a charge equal to one night’s stay.

Policy on Cancellations, Changes and Refunds: All cancellations and changes to registrations must be received by Tradeline, Inc. in writing. You may make substitutions at any time; please notify us as soon as possible. Full refunds given for cancellations received 14 days or more prior to the event. A $250 service fee will be charged for cancellations received between 14 and 6 days prior. No refunds will be given within 5 days of the event.

The Vinoy Renaissance Resort ~ May 7-8, 2015 ~ St. Petersburg, FL

Online www.TradelineInc.com/Research2015

Fax925.254.1093 From outside the U.S. 1.925.254.1093

MailTradeline, Inc. 115 Orinda Way Orinda, CA 94563, USA

QuestionsCall 925.254.1744 ext. 112 From outside the U.S. 1.925.254.1744 ext. 112

Register Now! www.TradelineInc.com/Research2015

Register with payment by

April 3 and Save $200

15

Tradeline, Inc. 115 Orinda Way Orinda, CA 94563

PRESORTED FIRST-CLASS MAIL

U.S. POSTAGE

PAID PERMIT NO. 17 SAN DIEGO, CARETURN SERVICE REQUESTED

Route To:

__________________________

__________________________

__________________________

Make Copies For:

__________________________

__________________________

__________________________

Collaborative. Transparent. Transformative.

Strategic Facility and Space Planning for Science and Research April 20-21 – Scottsdale, Arizona www.TradelineInc.com/SciencePlan2015

PLUS pre-conference course April 19th! • Fundamentals of Strategic Facilities Planning for Science and Research

Core Facilities 2015May 4-5 – St. Petersburg, Florida www.TradelineInc.com/Core2015

PLUS post-conference course May 6th! • Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

Research Facilities 2015 May 7-8 – St. Petersburg, Florida www.TradelineInc.com/Research2015

PLUS pre-conference course May 6th! • Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

Facility Strategies for Animal Research and Biocontainment October 5-6 – Boston, Massachusetts www.TradelineInc.com/Animal2015

PLUS pre-conference course October 4th! • Fundamentals of Planning and Design of Animal Research and Biocontainment Labs

College and University Science Facilities 2015 October 19-20, 2015 – Boston, Massachusetts www.TradelineInc.com/Academic2015

PLUS pre-conference course October 18th! • Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

Space Strategies 2015November 16-17 – San Diego, California www.TradelineInc.com/Space2015

PLUS pre-conference course November 15th! • Fundamentals of Space Planning and Space Management

Facility Strategies for Academic Medical and Health Science Centers 2015 November 19-20 – San Diego, California www.TradelineInc.com/AMHSC2015

PLUS pre-conference course November 18th! • Fundamentals of Space Planning and Space Management for Academic Medical and Health Science Centers

TradelineConferences

2015

Register Now! www.TradelineInc.com/Research2015

Register with payment by

April 3 and Save $200