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Plus! Pre-conference Training May 4• NEW! Fundamentals of Operations and Maintenance for

Research and Science Facilities

• Fundamentals of Planning and Design of Modern Labs and MEP Systems

• NEW! Fundamentals of Public-Private Partnerships (P3) for Research Facility Development and Financing

Plus! Facility Site Tours May 4 and May 7• Qualcomm R&D Facilities

• UCSD Structural and Materials Engineering Building

• J. Craig Venter Institute for Genomic Research

• UCSD Health Sciences Biomedical and Research Facility II

• Sanford Consortium for Regenerative Medicine

• Southwest Fisheries Science Center, La Jolla

The 2014 International Conference on

Research FacilitiesCapital Projects • Space Utilization • Operations • Energy • Cost Reduction

May 5-6, 2014 Hilton San Diego Resort,

Mission Bay

201

4 Conferences· Collaborative

· Transparent

· Transformative

Facilities

34th Annual Conference34th annual conference

his conference addresses the seven pillars of modern, competitive research space and research buildings. Here they are:

1. High space utilization,

2. Low operating and energy costs,

3. Shared equipment, facilities, and resources,

4. Open, transparent, interactive, collaborative work environments,

5. Adaptable space and infrastructure for changing research programs,

6. Efficient use of scarce capital dollars, and

7. Robust linkages for translating bench discoveries to entrepreneurial opportunities.

At this conference you’ll get the details on how these performance requirements are being realized in lab modernizations, upgrades, expansions, new construction, building operations management, capital renewal, maintenance, and energy and cost reduction. These details are essential for capital project, operational, and program decision-making, and they include:

• Standards for effective interaction and collaboration

• Metrics for space utilization and occupancy

• Features for flexible research space

• Lessons learned in linking research and product development

• Findings on bringing old labs up to competitive standards

• Examples of decisions that anticipate the future needs of research

• Results of operating cost reduction initiatives

• New benchmarks for reduced energy use

• Policies and programs for sustainability

• Assessments of innovative new lab furniture systems

• Testimonies on getting the most out of tightly constrained financial resources.

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

We very much look forward to seeing you in San Diego in May.

T

Solutions for success in planning, constructing, and operating facilities

Derek Westfall President Tradeline, Inc.

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

Who Should Attend? • 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

Solutions for success in planning, constructing, and operating facilities Tradeline Pre-conference Courses

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Sunday; May 4

Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems7:30 a.m. Registration/Continental Breakfast • 8:00 a.m. – 4:45 p.m. (a total of 6 hours instruction)

Leaders:

Chernoff Thompson ArchitectsRuss Chernoff, MAIBC, MAAA, AIA, NSAA – Founding Partner

Naomi F. Gross, MAIBC, MAAA, NSAA – PartnerTreanor Science and TechnologyTimothy Reynolds, PE – PrincipalHenderson Engineers, Inc.Kelley Cramm, PE, LEED® AP – Associate

Fundamentals of Operations and Science Facilities 7:30 a.m. Registration/Continental Breakfast • 8:00 a.m. – 4:45 p.m. (a total of 6 hours instruction)

Leaders:

Arizona State UniversityMike McLeod, CFM, PMP, LEED AP - Director of Research InfrastructureFM&O Advisors, Inc.Troy Gardener - President & CEO

The Fundamentals of Public-Private Partnerships (P3) for Research Facility Development and Financing 7:30 a.m. Registration/Continental Breakfast • 8:00 a.m. – 4:45 p.m. (a total of 6 hours instruction)

Leaders:

University of WashingtonJill Morelli, FAIA – Director of Facilities, School of MedicineNational Development CouncilJohn Finke – Senior Program Manager and Team Leader Perkins+WillAndrew Clinch – Senior AssociateSellen ConstructionTodd Lee – Executive VP, Senior Project Manager

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

Cost for full day courses: $1090 Fundamentals Course only

$950 with registration to the two-day conference May 5-6 (Fees include course materials, continental breakfast, refreshment breaks, lunch)

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 a primer for the two-day conference that follows and will be highly interactive with Q&A throughout.

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. AIA HSW

What you will learn: This course covers the basic elements of research and science facility operations and maintenance. Participants will come away with a basic understanding of the vocabulary, concepts, processes, costs, staffing issues, and management systems involved in operating and maintaining research and science facilities, including building systems, energy, utilities, and equipment. The course also serves as a primer for the two-day conference that follows and will be highly interactive with Q&A throughout.

Who should attend: This one-day course is open to all who have interest in operations and maintenance of research and science facilities employed at research- and science-based organizations including colleges and universities, hospital and healthcare facilities, high-tech and pharmaceutical companies, government labs, and consulting firms. AIA HSW

What you will learn: This course covers the basic elements of Public-Private Partnerships (P3) for real estate and facility financing and development. Participants will come away with a basic understanding of what a P3 involves – vocabulary, deal structure and options, benefits, risks, organizational and communication structure, and processes involved in implementing a P3 project. The course will be highly interactive with Q&A throughout.

Who should attend: This one-day course is open to all who have interest in Public-Private Partnerships (P3) as a means to finance and develop real-estate and facilities who are employed at colleges and universities, hospital and healthcare facilities, private sector companies, government agencies, architecture firms, development companies, construction firms, and financiers. AIA

Space is limited and enrollment is subject to approval.

Sunday, May 4th

Tour #1: Qualcomm R&D Facilities Departs hotel at 12:30 p.m.; Returns to hotel at 4:30 p.m.Qualcomm’s newest building, Building Q, was once the corporate HQ but has been repurposed to a R&D-only building in 2012 with a massive 250,000 sq. ft. addition. Opened in fall of 2013, it houses some of the largest electronics labs at Qualcomm. It also is home to a new lecture hall, café, state-of-the-art conference facilities and includes break rooms, privacy rooms, meeting rooms, and collaborative workspace. Participants will also view outdoor amenities of volley ball, tennis, basketball, lap pool, and gardens. You’ll also view the newest construction site at Pacific Center where a 350,000 sq. ft. R&D facility is being built and guides will review the similarities and differences between the projects. AIA

Tour #2: UCSD Structural and Materials Engineering Building Departs hotel at 1:00 p.m.; Returns to hotel at 4:00 p.m.This new facility provides a platform to delve deeper into nano-tube technologies and new composite structure materials for the aerospace, computer and electrical equipment, and construction industries. The facility will be the home to the Structural Engineering and NanoEngineering departments and provide studios and additional facilities for UC San Diego’s Department of Visual Arts. With 110,000 assignable square feet, the building offers office and lab space for 45 faculty serving 1,000 students, high-bay testing equipment, autoclave area and long-term testing suites for material processing, as well as digital imaging computer rooms, and large workshop spaces for student projects. Shared space includes computer labs, video editing suites, presentation and gallery spaces as well as faculty and graduate student studios. AIA

Tour #3: J. Craig Venter Institute Departs hotel at 1:30 p.m.; Returns to hotel at 4:30 p.m.The J. Craig Venter Institute building is a state-of-the-art, “ultra-green” 45,000 gross square foot, carbon-neutral, highly adaptable wet lab and computational lab building on the UCSD campus that will support 125 scientists and staff engaged in genomic research including: human genomic sequencing and analysis, synthetic genomics, and environmental metagenomics research. It incorporates a system for both the laboratory furniture and support infrastructure services that is easily reconfigurable and can accommodate the ever-changing research environment, and it will exceed the requirements to achieve LEED Platinum – one of the first true “net-zero energy” biological research lab in the world, generating 100% of its power on site. The dry lab space will also house DNA sequencing equipment and include a flexible layout comprised of open and enclosed work areas. AIA

Wednesday, May 7th

Tour #4: UCSD Health Sciences Biomedical Research Facility II and Sanford Consortium for Regenerative Medicine Departs hotel at 8:30 a.m.; Bus drops off at San Diego International Airport at 12:45 p.m.; Returns to hotel at 1:15 p.m.UCSD: Located on a 3.3-acre site within the UCSD School of Medicine campus, the Health Sciences Biomedical Research Facility II was built to foster collaboration between scientists, permit UCSD regional and worldwide partners to access research, and enhance the ability to attract the best researchers from around the globe from genomics, regenerative medicine, bioinformatics, and pediatrics. Built to achieve LEED Platinum Certification, the facility is comprised of open lab space, lab support and administrative support space on five stories above ground, with a vivarium, core lab space, and support MEP systems located in the basement.

Sanford: In 2006, the Sanford Burnham Medical Research Institute, the Salk Institute, the Scripps Research Institute, and University of California, San Diego formed the Sanford Consortium for Regenerative Medicine (SCRM) to expand collaborative work in stem cell research and facilitate its translation into clinical cures. Here, you’ll tour the 150,000-sq.-ft. facility built to collocate stem cell scientists from each of the four institutions. The labs are arranged in 12 neighborhoods that contain no hallways, purposely designed to promote collaboration by forcing circulation through labs and vertical connections. Core support lab plans include an in vivo animal imaging facility including an 11.7 Tesla MRI (only 11 exist in the world), a cyclotron, and PET, SPECT, and CT imaging modalities. AIA

Tour #5: Southwest Fisheries Science Center, La JollaDeparts hotel at 9:00 a.m.; Bus drops off at San Diego International Airport at 12:00 p.m.; Returns to hotel at 12:30 p.m.

NOTE: PASSPORT and FULL CONTACT INFORMATION WILL BE REQUIRED FOR FOREIGN NATIONALS This five-story, 240,000-sq.-ft. building contains an experimental aquarium, a state-of-the-art animal necropsy lab, and a 500,000 Ocean Technology Development Tank where it can test and develop monitoring devices for work that’s done in the ecosystems of the California Current, the eastern tropical Pacific, and the South Pacific Ocean around the Antarctic peninsula. The tank can reach water temperatures ranging from polar to tropical in about twelve hours, and is capable of a going from fresh water to salt water using a special conditioning system. The facility features labs for specimen processing, photogrammetry, genetics, physiology, oceanographics, and specimen archives, plus a library, conference rooms and office space for 275 scientists and support staff. AIA

Facility Site Tours

All tour participants must arrive at site on the tour bus with the tour group. For security reasons, no one may meet the group at the tour site. We cannot make any exceptions.

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.

Important Tour Notes: Attendance is limited. Space will be filled on a first-come, first-served basis. YOU MUST SIGN UP IN ADVANCE (SEE REGISTRATION FORM) AND HAVE WRITTEN CONFIRMATION FROM TRADELINE IN ORDER TO ATTEND THE TOUR.

Courtesy of Flad Architects; Copyright Jack Clark, KjC Photography

Conference Participants

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Speakers• AEI/Affiliated Engineers, Inc.

• Aircuity, Inc.

• Arizona State University

• Baylor University

• Carnegie Mellon University, Institute for Complex Engineered Systems

• Chernoff Thompson Architects

• CO Architects

• Erlab, Inc.

• Ellenzweig

• Flad Architects

• FM&O Advisors, Inc.

• Henderson Engineers, Inc.

• HOK

• Janssen Labs

• M+W Group

• National Development Council

• NBBJ

• Penn Medicine

• Perkins+Will

• Qualcomm, Inc.

• Sellen Construction

• Stantec

• Stanford University School of Medicine

• Texas Children’s Hospital

• The Whiting-Turner Contracting Company

• Treanor Science and Technology

• University College Dublin

• University of Utah

• University of Virginia School of Engineering and Applied Science

• University of Washington

• Vermeulens

• ZGF Architects LLP

Exhibitors• Ambient Air Technologies, LLC

• Environmental Growth Chambers

• Erlab, Inc.

• Field Management Services, Inc.

• InterMetro Industries Corp.

• Hamilton Scientific

• Kewaunee Scientific Corp.

• Miele Professional

• Mott Manufacturing

• Phoenix Controls

• Saxton Bradley, Inc.

• Siemens Industry, Inc.

• STARLINE

• Thermo Scientific

• Trespa North America

• Vacuubrand, Inc.

Special Event Hosts• CPP, Inc.

• Strobic Air Corp.

Sunday; May 4

Registration Sign-in/Continental Breakfast for Fundamentals Courses 7:30 a.m. – 8:00 a.m.

Preconference Courses 8:00 a.m. – 4:45p.m.

* Fundamentals of Planning and Design of Modern Labs and MEP Systems

* Fundamentals of Operations and Maintenance for Research and Science Facilities

* Fundamentals of Public-Private Partnerships (P3) for Research Facility Development and Financing

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

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

Monday; May 5Registration 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: Penn Medicine; University of Virginia School of Engineering and Applied Science; Janssen Labs; Qualcomm, Inc.

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

A. Facilities for problem-driven science and the blurring of traditional scientific boundaries

C. Case Study: Porter Neuroscience Research Center Phase II addition

D. Proven laboratory programming techniques for unspecified programs and unknown user groups

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

Hosted Luncheon 12:10 p.m.

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

E. Hyper-speed project delivery processes: Qatar Research and Development Center (QRDC)

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

G. Laboratory equipment: Capturing the other 50% of energy cost savings

N. Your roadmap to the ultra-efficient laboratory: Science applications, benchmarks, and pitfalls to avoid

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

H. + Planning for tomorrow’s research groups: Setting programmatic and engineering criteria

I. Advanced nanotechnology labs and facilities: Project team collaboration and facility requirements

J. Case study: Achieving “Near net-zero” energy at Masdar Institute of Science and Technology

General Session 3:50 p.m. – 4:45 p.m.

Speakers: Texas Children’s Hospital; Carnegie Mellon University, Institute for Complex Engineered Systems

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 Reception

Sunday; May 4, 7:30 p.m. Light fare and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted Reception

Monday; May 5, 4:45 p.m. – 6:00 p.m. Guests welcome.

Food and Beverage

Registered 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 Following

Dress 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 Now!www.TradelineInc.com/Research2014Register with payment by

April 4 and Save $200

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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 17 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 qualifying for HSW credits are marked with a HSW mark.

Tuesday; May 6

Hosted Breakfast 7:15 a.m. – 8:00 a.m.

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

C. Case Study: Porter Neuroscience Research Center Phase II addition

E. Hyper-speed project delivery processes: Qatar Research and Development Center (QRDC)

J. Case study: Achieving “Near net-zero” energy at Masdar Institute of Science and Technology

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

Speakers: University College of Dublin; Baylor University

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

B. + Case Study: Adaptive reuse for cutting-edge 21st century biomedical research

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

I. Advanced nanotechnology labs and facilities: Project team collaboration and facility requirements

N. Your roadmap to the ultra-efficient laboratory: Science applications, benchmarks, and pitfalls to avoid

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

D. Proven laboratory programming techniques for unspecified programs and unknown user groups

G. Laboratory equipment: Capturing the other 50% of energy cost savings

L. + University of Utah L.S. Skaggs Pharmacy Institute: Community, sustainability, connectivity

Hosted Luncheon 12:45 p.m.

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

A. Facilities for problem-driven science and the blurring of traditional scientific boundaries

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

M. + Net-Zero carbon, Net-Zero energy: The J. Craig Venter Institute (JCVI) La Jolla

General Session 2:55 p.m. – 3:40 p.m.

Town Hall Knowledge Roundup

Adjourn 3:40 p.m.

Wednesday; May 7

* Facility Site Tours (must be pre-registered to attend) 8:30 a.m. – 1:15 p.m.

“[Tradeline] is the best organized outfit that I have had the pleasure to work with.”Robert Kvavik, Associate Vice President for Planning, University of Minnesota

Information-rich sessions and high-level networking

Courtesy of RFD

Industry-academic partnerships: New fuel for research facility construction and program growthPenn Medicine

Kevin Mahoney – Senior Vice President and Vice DeanIndustry-academic partnerships are fast becoming part of the new world order, providing new fuel for research program growth, research facility construction, discovery, and product delivery. Kevin Mahoney profiles key features of the Novartis-University of Pennsylvania (Penn) collaborative arrangement which includes construction of the $20 million Center for Advanced Cellular Therapies (CACT). He illustrates the process for setting project goals, and examines reworked programming models, new design strategies, specialized equipment being planned for, and distinguishing laboratory and facility features that will support new translational and operating models.

A new applied research model for cooperative, public-private engineering research and manufacturingUniversity of Virginia School of Engineering and Applied Science

Barry W. Johnson – Senior Associate Dean and L. A. Lacy Distinguished ProfessorThe Commonwealth Center for Advanced Manufacturing (CCAM) is an applied research center that bridges the gap between research typically performed at universities and product development routinely performed by private enterprise, with one goal: turn ideas into profit faster, and more affordably. Barry Johnson illustrates the competitive advantages that pooling university and industry resources can deliver including improved research output, new funding streams, access to specialized facilities, and speed to market. He details rationales for constructing a jointly owned facility, including decisions on core facility types, space allocation, computational capacity, governance, and operating cost allocation.

No strings attached: J&J’s new industry-disruptive research facility model Janssen Janssen Labs

Alan Koder – Operations ManagerJohnson & Johnson’s Janssen Labs flagship and satellite facilities offer a variety of research space configurations on a short-term basis, allowing companies to pay only for the space they need – including singular benches, modular wet lab units, and office space. Alan Koder profiles Janssen Labs’ capital-efficient and flexible platform that provides early-stage companies with many big company advantages while preserving an entrepreneur’s equity and freedom to drive their technology forward. Specifically, he examines shared equipment efficiencies and scalable modern laboratory configurations that expand and contract in response to funding streams and product development roadmaps.

Qualcomm’s new R&D workplace strategy: Features for team productivity and lower occupancy cost Qualcomm, Inc.

Philip Lisotta – Senior Director of ArchitectureQualcomm is on the move as an organization, and the company’s recent facility expansions and renovation work also reflect the dynamic nature of the R&D industry, cutting-edge business models, and evolving product development processes. Phil Lisotta sets out Qualcomm’s lessons learned on R&D team productivity and demonstrates how that translates to new space allocations, adjacencies, facility flow, and pervasive technology in new construction projects. He profiles requirements for team-based and quiet work space, power strategies, day-lighting, and specialized equipment. He also illustrates investments in flexibility and sustainability such as natural ventilation systems aimed at reducing facility operating costs.

What’s working? Productivity and efficiency features of collaborative biomedical research facilitiesTexas Children’s Hospital

Jill S.M. Pearsall, RA, NCARB – Director, Facilities Planning & DevelopmentMulti-disciplinary research models are evolving quickly, and lessons learned from first-generation facilities are now shaping decisions on next-generation facility designs and features. Jill Pearsall examines two of Texas Children’s latest research facilities and identifies what is working to productively organize and co-locate a unique blend of pediatricians, neurologists, geneticists, biologists, immunologists, biochemists, statisticians, bioinfor-maticians, bioengineers, and oncologists. She identifies key elements for success including multidisciplinary neighborhoods with no departmental barriers, flexibility features, generic and collaborative lab spaces, and highly efficient laboratory flows, all of which serve to facilitate teamwork and accelerate discovery.

A new collaborative engineering facility built for innovation and academic success Carnegie Mellon University, Institute for Complex Engineered Systems

Gary K. Fedder, PhD – DirectorThe missing piece for Carnegie Mellon University’s College of Engineering is now being put in place: a transformational engineering facility that will be home to interdisciplinary programs and whose interconnectivity will intensify collaborations across campus. Scott Hall, CMU’s new building that is targeted at LEED Gold, will add new research competitiveness and industry partnership capabilities to speed discovery and application of disruptive technologies in health care, energy, cyberinfrastructure, and advanced manufacturing. Gary Fedder delivers rationales for space types and allocations, flexible laboratory configurations for tomorrow’s wet and dry science programs and cleanroom design details, all in support of innovation driven by collaborative research.

Monday; May 5

Courtesy of XXX

Attend all of the General Sessions below.

Phased development plans for research program growth and innovationUniversity College Dublin

Michael Monaghan, MVB, PhD, DMan MRCVS – Project DirectorCatalytic investment in science infrastructure and human capital is transforming scientific activity at University College Dublin, and here you’ll see project phasing and funding strategies that deliver strategic research capabilities in biopharma, food and health, nanoscience, data analytics and computation, and earth sciences. Michael Monaghan profiles economic drivers, research program and partnership goals, construction details, and outcomes for two recent facility redevelopment projects. He examines strategies for co-locating scientific disciplines and technology, rationales for configuration of laboratories, write-up spaces, and shared equipment rooms, and solutions for lowering energy use and improving operating efficiency.

Repurposing non-research space for the new public/private research models Baylor University

Truell Hyde, PhD – Vice Provost for ResearchRepurposing non-lab facilities for new public/private collaborative research models is a fast and cost-effective strategy for getting the space types and laboratory configurations that these initiatives require. Truell Hyde profiles Baylor University’s solution for pulling together and housing international research and manufacturing partnerships, which has included repurposing an abandoned tire plant into a state-of-the-art research facility. He illustrates what makes geographic areas attractive to industry partners, economic incentives to look for, and specific facility infrastructure features that support engineering research, and he profiles lessons learned from facility planning, construction, startup, and post-occupancy renovation.

Town Hall Knowledge RoundupFacilitator: Tradeline, Inc.

Derek Westfall – PresidentThis 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.

Tuesday; May 6

Courtesy of XXX

Attend all of the General Sessions below. Attend all of the General Sessions below.

“[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 WilliamsDirector, Corporate Facilities ManagementCharles River Laboratories

9Courtesy of ARC Architectural Resources Cambridge

A. Facilities for problem-driven science and the blurring of traditional scientific boundariesHOK

Randy Kray, AIA – Senior Vice President, Science + Technology Director of Programming and Planning

Stuart Lewis, LEED AP BD+C – Vice President, Sr. Lab Planner

Here you’ll see what it takes to support the convergence of physical and biological sciences and engineering in terms of facility designs, engineering solutions, and key research environment features. Randy Kray and Stuart Lewis define the social and technological demands of problem-driven research teams, the interdependency of computational, theoretical, and experimental approaches, and what it all means for provision and location of shared core facilities. They profile recent projects, including the William Eckhardt Research Center at the University of Chicago, and detail the productive use of new space allocation models, core/shell strategies, and modular research platforms. AIA HSW

Monday 11:15 a.m. – 12:10 p.m. | Tuesday 1:45 p.m. – 2:40 p.m.

B. Case Study: Adaptive reuse for cutting-edge 21st century biomedical researchZGF Architects LLP

Phiroze Titina, AIA – Associate Partner

This session delivers a decision making framework for maximizing modern science capability in adaptive reuse initiatives, while minimizing capital costs. Phiroze Titina demonstrates five key questions that guided adaptive reuse strategies for a narrow floor-plate, low floor-to-floor height hospital tower repurposing project at University of California, Los Angeles, and what was done to transform it into an efficient, high-performance, sustainable research building with highly flexible and capable science environments for wet bench, dry lab, and lab support. He demonstrates design solutions, programming processes, utility service strategies and zoning techniques that allow for rapid project development with unknown user groups. AIA HSW

Tuesday 10:40 a.m. – 11:35 a.m.

C. Case Study: Porter Neuroscience Research Center Phase II additionPerkins+Will

Jeffrey W. Welter – Managing PrincipalThe Whiting-Turner Contracting Company

Jeff Jenkins, Assoc. AIA, PMP – Vice PresidentAEI/Affiliated Engineers, Inc.

Katie McGimpsey, PE, LEED AP - Project Manager

The Phase II addition to the John Edward Porter Neuroscience Research Center (PNRC) ups the ante for world-class biomedical neuroscience research, with inter-disciplinary communication and collaboration as the catalysts for scientific innovation and creativity. Session leaders profile state-of-the-art laboratory flexibility features that respond to rapidly changing and evolving science programs, energy reduction technologies, and key features that create interdis-ciplinary encounters and new research vectors between disparate institutes and PI’s. They demonstrate the use of prefabrication and modular construction techniques to shorten construction timelines, reduce on-site fabrication space and labor, ensure quality control and eliminate construction surprises. AIA HSW

Monday 11:15 a.m. – 12:10 p.m. | Tuesday 8:05 a.m. – 9:00 a.m.

D. Proven laboratory programming techniques for unspecified programs and unknown user groupsCO Architects

Jennifer Swedell, AIA – Laboratory Planner, Associate

Andrew Labov, AIA – Principal

The challenge of programming facilities for unknown user groups is being further complicated by new developments in interdisciplinary research team composition, funding mechanisms, and equipment changes. Getting it wrong can reduce research productivity and risks costly facility rework, so what is actually working? Andrew Labov and Jennifer Swedell examine newly constructed science facilities and evaluate different programming and fit-out strategies for unknown users. They reveal the comparative effectiveness of programming criteria and implementation processes including “prototypical researcher,” surrogate users, limited program scopes, scientific capacity, and funding sources. They examine actual post-occupancy results and distill best-in-class solutions. AIA HSW

Monday 11:15 a.m. – 12:10 p.m. | Tuesday 11:50 a.m. – 12:45 p.m.

Monday and Tuesday; May 5-6

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

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E. Hyper-speed project delivery processes: Qatar Research and Development Center (QRDC)Flad Architects

Jerry Polly – Principal

Dirk von Below – Project Manager

A big risk to construction projects with accelerated construction schedules is that project goals including design quality, facility technical sophistication, and sustainability are often sacrificed to meet target completion dates. Don’t let that happen to your project! Session leaders profile construction of the Qatar Foundation’s Research and Development Complex and illustrate the use of innovative project management processes, programming and scheduling tools, and modular construction methodologies to quickly identify research and design requirements, source materials, and ensure constructability of complex facilities. They examine the advantages that flexible and adaptable laboratory designs have for time-crunch delivery schedules. AIA HSW

Monday 1:15 p.m. – 2:10 p.m. | Tuesday 8:05 a.m. – 9:00 a.m.

F. When to act: Construction cost forecast and timing decisions for capital projectsVermeulens

James Vermeulen – Co-CEO

Blair Tennant – 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 also demonstrate bid and purchasing strategies that lock in costs and reduce risk. AIA HSW

Monday 1:15 p.m. – 2:10 p.m. | Tuesday 10:40 a.m. – 11:35 a.m.

G. Laboratory equipment: Capturing the other 50% of energy cost savingsAEI/Affiliated Engineers, Inc.

Steve Frei – Principal

Paul Erickson – Sustainability Practice Leader

Capital and operating cost reduction by means of proactive laboratory equipment planning and management processes represents the next big efficiency improvement opportunity for research facilities. Steve Frei and Paul Erickson illustrate best practices for capturing current usage data, projecting future infrastructure demands, and identifying conservation opportunities that deliver bottom line savings. They scope out what can be accomplished through plug load and infrastructure size reduction in new projects and renovations without compromising research program flexibility, and they examine successful facility equipment management models from multiple case studies. AIA HSW

Monday 1:15 p.m. – 2:10 p.m. | Tuesday 11:50 a.m. – 12:45 p.m.

H. Planning for tomorrow’s research groups: Setting programmatic and engineering criteriaPerkins+Will

David A Bendet, AIA, LEED AP – Architect, Science+Technology Practice LeaderStanford University School of Medicine

Niraj Dangoria – Associate Dean, Facilities Planning and Management

The pace of change for research programs is increasing – costs, future users groups, types of equipment, and multi-disciplinary research combinations – which raises the question: “How can we design facilities today with limited knowledge about the science they must support tomorrow?” David Bendet and Niraj Dangoria examine how that question is being answered, and specific project team behaviors, analytical methods, and planning process innovations that are delivering results. They illustrate best practices for setting design requirements, developing programmatic and space requirements, and setting engineering criteria during early project phases – even with a large number of project unknowns. AIA HSW

Monday 2:25 p.m. – 3:20 p.m.

Register at www.TradelineInc.com/Research2014

I. Advanced nanotechnology labs and facilities: Project team collaboration and facility requirementsM+W Group

Brian White – Senior Director of Construction, NFX

Don Yeaman – Director of Technology

If you don’t already have a project with a nanotechnology component on the boards, your next project will likely have one – don’t plan without these details! Brian White and Don Yeaman scope out what it takes to meet the highly specialized research environment requirements of nanotechnology including vibration, electromagnetic interference (EMI) management, ultra-low particulate space, and controls for temperature and humidity. They deliver lessons learned from SUNY’s NanoFab Extension (NFX) project – home of the Global 450mm Consortium (IBM, Intel, GLOBALFOUNDRIES, Taiwan Semiconductor, Samsung) and illustrate project team management processes for success including collaboration and communication techniques for suppliers, subcontractors, designers, and customer. AIA HSW

Monday 2:25 p.m. – 3:20 p.m. | Tuesday 10:40 a.m. – 11:35 a.m.

J. Case study: Achieving “Near net-zero” energy at Masdar Institute of Science and TechnologyAircuity

Gordon P. Sharp – Chairman

The intense use of outside air and safety concerns make laboratories one of the most challenging building types to achieve net-zero energy use, and some might say it can’t be done in certain climates. Here, 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 beam (hydronic cooling), and heat recovery. He details innovative facility features, and quantitatively examines the energy savings and capital cost impacts of the technologies that were used to achieve a reduction of nearly 80% energy use compared with traditional labs. AIA HSW

Monday 2:25 p.m. – 3:20 p.m. | Tuesday 8:05 a.m. – 9:00 a.m.

K. Interdisciplinary research facilities: The latest distinguishing features from around the worldStantec

Wilfred Lach – Principal

Jill Swensen – Principal

Michael Reagan, AIA, NCARB – Vice President, Science & Technology Leader

This session answers the question “What features are leading organizations selecting to support multi-, and inter-disciplinary integrated research facilities around the world?” Session leaders profile projects “on the boards,” under construction, and recently completed to identify pros and cons of competing flexibility, high space utilization, and multi-use solutions. They review decisions on collocation of disciplines, shared resources, vibration isolation, electromagnetic field shielding, radio frequency screening, sterility, hazardous material isolation, and light control. They also scope out strategies to control capital and operating costs. AIA HSW

Monday 11:15 a.m. – 12:10 p.m. | Tuesday 1:45 p.m. – 2:40 p.m.

L. University of Utah L.S. Skaggs Pharmacy Institute: Community, sustainability, connectivityNBBJ

Brad Leathley – PrincipalUniversity of Utah

John McNary – Director, Campus Design and Construction

The newly opened University of Utah L.S. Skaggs Pharmacy Institute unites all College of Pharmacy departments, including pharmacology and toxicology, pharmaceutics and pharmaceutical chemistry, medicinal chemistry, and pharmacotherapy under one roof. Session leaders examine the social ecology of productive translational research environments, proven design features that foster collaboration among researchers, and space planning metrics that dictate worker interaction, zone allocation, and siting. They also profile the use of shared resources among departments to save on space and capital dollars, and how those resources are productively managed and supported. AIA HSW

Tuesday 11:50 a.m. – 12:45 p.m.

Monday and Tuesday; May 5-6

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

Register at www.TradelineInc.com/Research2014

M. Net-Zero carbon, Net-Zero energy: The J. Craig Venter Institute (JCVI) La JollaZGF Architects LLP

Ted Hyman, FAIA, LEED AP BD+C – Partner

Here you will see what next-level carbon and energy use reductions, and on-site energy generation technology can deliver for cutting-edge research facilities. Ted Hyman sets out requirements for achieving Net-Zero Carbon/ Net-Zero Energy (and LEED Platinum) in the new 45,000-sf J. Craig Venter Institute – including the use of chilled beams, radiant cooling and heating, water efficiency technologies, photovoltaic arrays, building orientation, envelope design, massing, and mechanical system details. He illustrates how these strategies can be applied to other “green” projects to reduce capital, operating, and maintenance costs. AIA HSW

Tuesday 1:45 p.m. – 2:40 p.m.

N. Your roadmap to the ultra-efficient laboratory: Science applications, benchmarks, and pitfalls to avoidErlab, Inc.

Kenneth Crooks – Director, GreenFumeHood TechnologyEllenzweig

James V. Blount, AIA, LEED AP BD+C – Principal

New filtered fume hood technologies, laboratory configurations, and HVAC system features are facilitating creation of highly productive science spaces with lower capital and operating costs and improved sustainability – and in unexpected locations. Ken Crooks and Jim Blount profile three recent research facility projects that have leveraged these industry innovations; Marywood University, Framingham State University, and Bridgestone. They deliver a decision-making matrix for matching research requirements with new efficiency features and technology. They illustrate the impact on the scientific workspace including increased research program capacity, adaptability and flexibility, reduced HVAC capacity requirements and electrical loads, and streamlined maintenance models. AIA HSW

Monday 1:15 p.m. – 2:10 p.m. | Tuesday 10:40 a.m. – 11:35 a.m.

“Attendance at Tradeline Conferences should be mandatory for anyone who has a facility renovation or expansion on the horizon. If I had been coming to these meetings over the years, the registration fee would be miniscule compared to the thousands of dollars my institution could have saved by avoiding costly errors and by improving design efficiencies.”

Bradford S. Goodwin, Jr., DVM, DACLAMProfessor and Executive Director The University of Texas Health Science Center at Houston

13Courtesy of Payette; © Warren Jagger

Registration and Accommodations

How to Register:

Conference Registration FeesRegistration fees with payment by 4/4/14 $1740 for single registration $1590 for groups of 2 or more

Registration fees after 4/4/14 $1940 for single registration $1790 for groups of 2 or more

Registration fee includes: All general sessions, selection of forums, a dessert and light fare 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 Operations and Maintenance for Research and Science Facilities

Fundamentals of Planning and Design of Modern Labs and MEP Systems

Fundamentals of Public-Private Partnerships (P3) for Research Facility Development and Financing

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

Facility Site Tours$25 Transporation 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 Hilton San Diego Resort on Mission Bay. For registrations received by April 14, 2014 Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After April 14 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 $209/night, single or double occupancy.

A limited number of government per diem rate rooms 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 Hilton San Diego Resort on Mission Bay is 15 minutes from the San Diego International Airport. There are a variety of taxi, shuttle and limousine services available on the curb outside of baggage claim at the airport.

Register Now!www.TradelineInc.com/Research2014Register with payment by

April 4 and Save $200

Onlinewww.TradelineInc.com/Research2014

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

The conference will be held at:

Hilton San Diego Resort on Mission Bay1775 E. Mission Bay Drive San Diego, California 92109

15

Research Facilities 2014

Hilton San Diego Resort on Mission Bay ~ May 5-6, 2014 ~ San Diego, CA

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/Research2014)

• 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 _______________

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Institution _____________________________________________________________________

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City___________________________________ State ____________ Zip Code ______________

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Attendee Contact Email ___________________________________________________________

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2. Register with payment before April 4 and Save $200! Payment by 4/4/14 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:Sunday; May 4 Course Only With Conference Registration

Fundamentals of Planning and Design of Modern Labs ❑ $1090 ❑ $950

Fundamentals of Operations and Maintenance ❑ $1090 ❑ $950

Fundamentals of Public-Private Partnerships ❑ $1090 ❑ $950

Site Tour $25 ❑ #1 Qualcomm ❑ #2 UCSD Structural and Materials Eng. ❑ #3 J. Craig Venter Institute

Wednesday; May 7

Site Tour $25 ❑ #4 UCSD Biomedical/Sanford Consortium ❑ #5 Southwest Fisheries

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 _________________________________

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

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

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

❑ Single occupancy ($209/night +12.55% room tax) ❑ Double occupancy ($209/night +12.55% room tax)

❑ Government Rate ($139/night at press 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 hrs. 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.

Onlinewww.TradelineInc.com/Research2014

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/Research2014

Register with payment by

April 4 and Save $200

Tradeline, Inc. 115 Orinda Way Orinda, CA 94563

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2014 Conference ScheduleThe 2014 Conference on Strategic Facilities Planning and ManagementApril 7-8 in Scottsdale, Arizona – www.TradelineInc.com/SFPM2014PLUS pre-conference courses April 6th!• NEW! The Fundamentals of Strategic Facilities Planning and Management • NEW! The Fundamentals of Public/Private Partnerships for Facility Development and Financing

The 2014 International Conference on Biocontainment FacilitiesApril 10-11 in Scottsdale, Arizona - www.TradelineInc.com/Bio2014PLUS pre-conference courses April 9th!• NEW! The Fundamentals of BSL-3/ABSL-3 Operations & Maintenance: Processes, Skills Training, Costs• The Fundamentals of Planning and Design of Biocontainment Labs and MEP Systems• NEW! ABSA BSL-3 and ABSL-3 Non-Select Agent Laboratory Accreditation Program Workshop

The 2014 International Conference on Research FacilitiesMay 5-6 in San Diego, California- www.TradelineInc.com/Research2014PLUS pre-conference courses May 4th!• The Fundamentals of Planning and Design of Modern Labs and MEP Systems• NEW! The Fundamentals of Operations and Maintenance for Research and Science Facilities• NEW! The Fundamentals of Public/Private Partnerships for Research Facility Development and Financing

Facility Strategies for Academic Medicine and Allied Health 2014October 6-7 in Boston, Massachusetts- www.TradelineInc.com/AMAH2014

Space Strategies 2014November 3-4 in St. Petersburg, Florida- www.TradelineInc.com/Space2014PLUS pre-conference course November 2nd!• The Fundamentals of Space Planning and Space Management

College and University Science Facilities 2014November 17-18 in Scottsdale, Arizona- www.TradelineInc.com/Academic2014PLUS pre-conference courses Nov. 16th!• The Fundamentals of Planning and Design of Modern Labs and MEP Systems• NEW! The Fundamentals of Operations and Maintenance for Research and Science Facilities

Animal Research Facilities 2014November 20-21 in Scottsdale, Arizona- www.TradelineInc.com/Animal2014PLUS pre-conference courses Nov. 19!• The Fundamentals of Planning and Design of Animal Research Labs and MEP Systems• Physical Plant Expectations and Certification Guidance from AAALAC

Register Now!www.TradelineInc.com/Research2014

Register with payment by

April 4 and Save $200

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4 Conferences· Collaborative

· Transparent

· Transformative

Facilities