1

Strategic Facility and Space Planning for Science and

Research

April 20-21, 2015Hyatt Regency Scottsdale

Scottsdale, AZ

PLUS! Pre-Conference Course April 19th!• The Fundamentals of Strategic Facility

Planning for Science and Research

PLUS! Facility Site Tour April 19th!• The Phoenix Biomedical Campus

Tradeline ConferencesCollaborative. Transparent. Transformative.

2015

Courtesy of E

YP

trategic facility and space planning is now recognized as the key and necessary front-end component for long-term science and research portfolio success.

Strategic planning produces the right long-term decisions, more program per capital dollar, streamlined processes, efficient use of resources, and ongoing program success for science and research.

Attend this conference to learn how new strategic facility and space plans for science and research are successfully being developed and implemented to address these top strategic planning issues:

1. Strategic planning processes

2. Institutional mission alignment

3. Metrics, data, standards, and analytical methods

4. Modern science and research environments

5. Space and infrastructure

6. Linkages – people, departments, disciplines, and programs

7. Facility portfolio assessment

8. Facility asset decision-making

9. Energy, water, and sustainability

10. New processes – for capital projects and facility management

We hope to see you in Scottsdale in April!

Derek Westfall President Tradeline, Inc.

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

Who Should Attend? This conference is open to all involved in the facility plan-build-operate-maintain lifecycle for science and research facilities including:

• Strategic planners

• Capital project planners and managers

• Planning and resource managers

• Space planners and analysts

• Financial managers

• Deans of science and engineering

• Directors of research operations

• Academic and private sector research program planners

• Real estate portfolio and campus planners

• Facility operations managers

• Architects

• Engineers

• Construction professionals

“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

S

Tradeline Pre-Conference Course

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 April 20-21

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

Sunday; April 19Fundamentals of Strategic Facilities Planning for Science and Research 7:30 a.m.; Registration/Continental Breakfast 8:00 a.m. – 4:45 p.m.; six one hour modules

Session Leaders: HKS Architects, Inc. Dave McGlashan, RA – Vice President/Science + Technology Michael Smith, AIA, LEED AP – Prinicpal/National S+T Practice Leader

ccrd partners David B. Duthu, PE – Board Principal

What you will learn: The course covers the basic elements of strategic facility and space planning for science and research. Participants will come away with a basic understanding of the terminology, concepts, processes, analytical methods, data and metrics, and mission alignment processes that are involved in strategic facilities planning including master planning, resource analysis, scientific workspace assessment, building condition and portfolio assessment, asset decision making, energy and sustainability planning, forecasting, budgeting, new construction technology and processes, and operational expectations. 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: All those involved with strategic facility planning, resource analysis, workspace assessment, space planning and management, facility management and operations, building condition and portfolio assessment, forecasting, scenario planning, new construction technology and processes, and sustainability for research and science facilities.

Space is limited and enrollment is subject to approval.

3

Facility Site Tour and Conference Participants

Sunday; April 19

Tour: The Phoenix Biomedical Campus (PBC)Departs hotel at 1:00 p.m.; Returns to hotel at 4:30 p.m.

The city-owned Phoenix Biomedical Campus (PBC) is a 30-acre urban medical and bioscience campus planned for more than six million square feet of biomedical-related research, academic, and clinical facilities. Located in the heart of Downtown Phoenix, the PBC is the premier and dynamic environment for research activities. It contains the highest concentration of research scientists and complementary research professionals in the region providing firms with unprecedented opportunities for growth and collaborative efforts with the Translational Genomics Research Institute (TGen), International Genomics Consortium (IGC), National Institute of Diabetes and Digestive and Kidney Diseases (NIDDK), University of Arizona College of Medicine - Phoenix, University of Arizona College of Pharmacy, Northern Arizona University (NAU) - College of Health and Human Services, VisionGate, and Barrow Neurological Institute.

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

YOU MUST SIGN UP IN ADVANCE (SEE REGISTRATION FORM) AND HAVE WRITTEN CONFIRMATION FROM TRADELINE IN ORDER TO ATTEND THE TOUR.

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.

Conference Speakers• Affiliated Engineers, Inc.

• Bard, Rao + Athenas Consulting Engineers, PC

• Boston University Medical Campus

• Bowling Green State University

• ccrd partners

• Computerized Facility Integration, LLC

• ELGA LabWater

• Flad Architects

• Francis Cauffman

• Hargrove Life Sciences, LLP

• HKS Architects, Inc.

• Holabird & Root Architects LLP

• Jacobs Consultancy, Inc.

• Lend Lease

• MedImmune

• NASA Headquarters

• Nationwide Children’s Hospital

• NBBJ

• Perkins Eastman Architects

• Purdue University

• Rutgers, The State University of New Jersey

• SmithGroupJJR, Inc.

• Stanford University School of Medicine

• University Health Network

• University of Massachusetts

• University of Saskatchewan

• University of Wisconsin School of Medicine and Public Health

• UTMB Health

• Wilson Architects

Exhibitors• ELGA LabWater

• Waldner, Inc.

Event Host• CPP, Inc.

5

Facility Site Tour and Conference Participants Conference Speakers

Donna J. AhlenManager of Facilities Planning & ConstructionPurdue University

Timothy AndersonVice PresidentComputerized Facility Integration, LLC

Antonio M. CalcadoVP, University Facilities & Capital PlanningRutgers, The State University of New Jersey

John B. Campbell, AIA, RIBA, LEED APPrincipalFrancis Cauffman

Matthew J. Cotton, AIAPrincipalPerkins Eastman Architects

Niraj DangoriaAssociate Dean Facilities Planning and ManagementStanford University School of Medicine

Wayne B. DarsaDirector, Business DevelopmentELGA LabWater

Elizabeth A. DomorackiFacilities Strategic PlannerUniversity of Wisconsin

David B. Duthu, PEBoard Principalccrd partners

Paul M. Erickson, LEED APSustainability Practice LeaderAffiliated Engineers, Inc.

Steven G. Frei, PE, LEED APPrincipalAffiliated Engineers, Inc.

Robert Frosch, PhDAssociate Dean for Resource Planning and ManagementPurdue University

John GinerAssociate Director, FacilitiesMedImmune

Joslyn GrayFacilities PlannerStanford University School of Medicine

David Johnson, AIA, LEED, AP BD+CVP, Director of Planning & ResearchSmithGroupJJR, Inc.

Doyle R. Johnson, BS, MS, MBAIndustry Leader, Life SciencesHargrove Life Sciences, LLP

Steven P. KrakoffVP, Capital Planning & Campus OperationsBowling Green State University

David B. Mateer, AIAPrincipal Laboratory Planning PracticeJacobs Consultancy, Inc.

John McCallDirector of Info Technology & Telecommunications NEIDLBoston University Medical Campus

Ian McDermottSr. Director, Research Facilities PlanningUniversity Health Network

Dave McGlashan, RAVice President/Science + TechnologyHKS Architects, Inc.

Kim T. McKay, AIA Assistant Vice-President, Facilities Portfolio ManagementUTMB Health

Rachel Nelan, AIA, LEED APPrincipal, Senior PlannerFlad Architects

Jeff Puleo, AIAAssociate PrincipalWilson Architects

David C. Schulz, AIAExecutive Director of Program DevelopmentRutgers, The State University of New Jersey

Scott ShaderSenior Director of Space Management & PlanningUniversity of Massachusetts

Michael Smith, AIA, LEED APHKS Architects, Inc.Principal/National S+T Practice Leader

Andy SnyderPrincipalNBBJ

Brad SteevesDirector of Operations, Health SciencesUniversity of Saskatchewan

Bruce Stevenson, PhDVP, Research OperationsNationwide Children’s Hospital

Kim W. Toufectis, AICPMaster Planning Program ManagerNASA Headquarters

Andrew A. Vazzano, FAIASenior VP Corporate Leader Science & TechnologySmithGroupJJR, Inc.

Steven L. Viehl, LEED APPrincipalBard, Rao + Athenas Consulting Engineers, PC

Russell Thompson Walker, LEED AP, AIAAssociate Partner, Principal DesignerHolabird & Root Architects LLP

Mark C. Wells, AIAAssistant Dean for FacilitiesUniversity of Wisconsin

Evan P. Weremeychik, AIA, LEED APPrincipalPerkins Eastman

Derek G. WestfallPresidentTradeline, Inc.

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

Joseph C. WhalenSenior Project ManagerLend Lease

William F. Wilson, FAIAPrincipalWilson Architects

Sunday; April 19

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

* Fundamentals of Strategic Facilities Planning for 8:00 a.m. – 4:45 p.m. Science and Research

* Facility Site Tour (must be pre-registered to attend) 1:00 p.m. – 4:30 p.m.

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

Monday; April 20Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m.

General Session 8:30 a.m. – 10:50 a.m.

Conference Overview

Speakers: Rutgers, the State University of New Jersey; University Health Network; University of Wisconsin School of Medicine and Public Health; Stanford University

Concurrent Forum Sessions 11:05 a.m. – 12:00 p.m.

A. The new project delivery toolset for complex projects and lifecycle performance

B. Change management: Key details for successful scientific workspace initiatives

C. + UMass metrics, technology, and processes for high value research space decisions

Luncheon hosted by CPP, Inc. 12:00 p.m.

Concurrent Forum Sessions 1:05 p.m. – 2:00 p.m.

D. Needs exceed the budget? A new prioritization process to align budget and science enterprise strategy

E. STEM growth via strategic leveraging: Private, local, and academic resources

F. Big data, computational biology, and the future of strategic planning for research

Concurrent Forum Sessions 2:15 p.m. – 3:10 p.m.

G. Plans for growth and change in science & engineering: Four pivotal questions

H. Mission and facilities alignment for modern science and research success

I. Energy + Water: The dynamic duo for the future of efficient science infrastructure and operations

General Session 3:30 p.m. – 4:30 p.m.

Speakers: NASA Headquarters; Boston University

Hosted Reception (Guests Welcome) 4:30 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 ReceptionSunday; April 19, 7:30 p.m. Irish Coffees and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted ReceptionMonday; April 20, 4:30 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

March 20 and Save $200

www.TradelineInc.com/SciencePlan2015

Register Now!

7

Agenda at a Glance

+ 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 13 Continuing Education Hours (CEHs) available at this conference. Sessions marked with the AIA CES logo have been registered with the AIA/CES Record. AIA

Tuesday; April 21 Hosted Breakfast 7:15 a.m. – 8:00 a.m.

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

A. The new project delivery toolset for complex projects and lifecycle performance

J. + Water purification system sourcing for today’s science and research programs – and tomorrow’s

L. + Metrics, data, and analytical methods for strategic master plans

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

Speakers: UTMB Health; Purdue University

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

G. Plans for growth and change in science & engineering: Four pivotal questions

I. Energy + Water: The dynamic duo for the future of efficient science infrastructure and operations

M. + Lessons learned: Gap analysis processes for better strategic capital planning decisions

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

E. STEM growth via strategic leveraging: Private, local, and academic resources

F. Big data, computational biology, and the future of strategic planning for research

K. + Strategic Value Planning: Beyond the traditional master plan

Hosted Luncheon 12:45 p.m.

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

B. Change management: Key details for successful scientific workspace initiatives

D. Needs exceed the budget? A new prioritization process to align budget and science enterprise strategy

H. Mission and facilities alignment for modern science and research success

General Session 2:55 p.m. – 3:40 p.m.

Town Hall Knowledge Roundup

Adjourn 3:40 p.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

© Wilson Architects Photographer Anton Grassl|Esto

Monday; April 20

Facilities, finance, and research: Bold realignment strategies for successRutgers, the State University of New JerseyAntonio M. Calcado – Vice President, University Facilities and Capital Planning David C. Schulz, AIA – Executive Director of Program Development

This case study of a facilities department overhaul illustrates what can be accomplished by integrating master and capital planning, financial and budget modeling, and facilities management processes to support the science mission. Antonio Calcado and Dave Schulz profile a major restructuring initiative at Rutgers that is maximizing research revenues and improving space utilization through mission-driven decisions on renovations, new construction, and demolition. They illustrate the importance of accurate portfolio data in that effort, in ensuring appropriate facilities capital investment, and in solidifying the strategic partnership role of facilities within the leadership of the organization

Long-term science facility sustainability: Much more than just LEED pointsUniversity Health Network Ian McDermott – Senior Director, Research Facilities Planning and Safety

Build on these three pillars of sustainability to ensure long-term viability and productivity of science infrastructure: design sustainability, operational sustainability, and program sustainability. Ian McDermott profiles planning strategies, project delivery models, design decisions and maintenance models that reduce facility lifecycle costs, minimize environmental impact from construction and renovation, and ensure high performance and flexibility for the science agenda today and tomorrow. He identifies key steps in launching a more holistic approach to science facility planning and investment, and scopes out the value in terms of cost savings, recruitment and retention, and facility/mission responsiveness.

Plan now for the interdisciplinary research focused workplace of the futureUniversity of Wisconsin School of Medicine and Public HealthElizabeth Domoracki – Facilities Strategic Planner Mark Wells, AIA – Assistant Dean for Facilities

The social media generation is entering the scientific workplace, and their co-working and collaborative work styles are driving a cultural shift away from the cubicle and toward the bullpen. Mark Wells and Elizabeth Domoracki examine the space planning and productivity implications to plan for, including the rapid spread of ideas, new office types, furniture, and space standards, pinch points of culture change, and the impact on particular segments of the workforce. They detail the use of dual-purpose space configurations as a key component in resolving thorny space utilization challenges.

Institutional mission alignment: Revenue, recruitment, facility requirements for successStanford University School of MedicineNiraj Dangoria – Associate Dean Facilities Planning and Management Joslyn Gray – Facilities Planner

The long-term viability of science programs depends heavily on dynamic allocation of scarce resources: recruiting packages, existing infrastructure (space and equipment), and new construction/renovation dollars. The old, static master plans and ratios don’t work anymore – what’s needed is a responsive facility planning framework that enables faculty success without overcommitting resources. Niraj Dangoria and Joslyn Gray illustrate what Stanford University School of Medicine has put in place to make that happen, including master planning process innovations, a move from ‘entitlement’ to a shared-resource culture, and new facility design features. They profile recent project outcomes and metrics for success.

Monday and Tuesday; April 20-21

Courtesy of Payette

NASA’s operational readiness metric, and the business case for facilities renewalNASA HeadquartersKim W. Toufectis, AICP – Master Planning Program Manager

How can facility managers successfully engage non-facilities organizational leadership to address the pressing quality, quantity, and configuration challenges posed by aging science facility infrastructure? Kim Toufectis profiles practical, timely strategies employed at NASA Headquarters to communicate asset portfolio age, condition, readiness, and investment patterns, enable better strategic facility/mission alignment by high-level decision makers, and support cutting-edge science programs. He illustrates the use of a simple, compelling “readiness” metrics, operational risk analyses, and investment/acquisition/consolidation patterns to build a business case for facility capital investment.

Technology infrastructure planning for tomorrow’s science program requirementsBoston University Medical CampusJohn McCall – Director Information Technology & Telecommunications NEIDL

Pay attention to the future of computing methodologies when planning new construction or re-construction of science laboratories. The young scientists that will be running labs and managing studies in the next five years and beyond expect flexibility, speed, security, and “work from wherever” connectivity. John McCall scopes out how the shift to handheld technology and cloud computing has changed the relationship between science programs and software systems. He sets out new metrics and best practices for technology budgets, staffing models, key technology infrastructure investments, scientific data access and management policies.

Tuesday; April 21

From master plan to projects: Distilling complex information into executable plans.UTMB HealthKim T. McKay, AIA – Assistant Vice-President, Facilities Portfolio Management

To get optimum strategic decisions on enterprise-wide capital investments for science programs, an important step is to integrate and reconcile diverse information sources into a data set that provides accurate insight into overall portfolio of space – no easy feat. Kim McKay provides an update on the University of Texas Medical Branch’s proven process for mining and analyzing the data that informs master planning all the way to project execution. She illustrates how these processes yield better decisions on capital budgets, project priority, and schedule, and she delivers new findings on launching executable action plans.

Five-year plans for strategic growth: New engineering facility requirements and benchmarksPurdue UniversityRobert Frosch, PhD – Assoc. Dean for Resource Planning & Management, College of Engineering and Professor of Civil Engineering Donna Ahlen – Manager of Facilities Planning & Construction, College of Engineering

To capitalize on surging science and engineering programs, three questions need to be addressed: Does our scientific workplace need a makeover? Does our current way of doing business need to change? How should our facility portfolio be rebalanced? Robert Frosch and Donna Ahlen deliver Purdue’s answers to these questions, and how they were determined. They set out the metrics for success including improved student/teacher ratios, increased faculty/staff/student capacities, higher levels of interaction and collaboration, a 150% improvement in space utilization, reduced energy use, and more.

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 Payette

A. The new project delivery toolset for complex projects and lifecycle performancePerkins Eastman ArchitectsEvan P. Weremeychik, AIA, LEED AP – Principal

Lend LeaseJoseph C. Whalen – Sr. Project Manager

Bard, Rao + Athanas Consulting Engineers, PCSteven L. Viehl, LEED AP – Principal

The “long game” for leading-edge science programs and financial sustainability includes ensuring that highly complex research and teaching facilities 1) anticipate emerging science delivery requirements, 2) are financially sustainable throughout the whole building lifecycle, and 3) are highly reliable and maintainable. Session leader examine recent case studies and distill key project delivery strategies and tools to meet those goals including design assist, Building Information Modeling, and two-phase contracting models. They illustrate the resulting advantages of immediate cost feedback for early decision making, highly efficient facility infrastructure, construction cost and lifecycle operating cost savings. AIA

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

B. Change management: Key details for successful scientific workspace initiativesFrancis CauffmanJohn B. Campbell, AIA, RIBA, LEED AP – Principal

As organizations transform their workplaces to meet modern science work styles, change management is the key component in delivering successful results. Using multiple case studies of successful workplace transformation projects for science-based organizations, John Campbell demonstrates a robust change management process founded on user engagement that is inclusive, iterative, and empowering. He details how to prepare and educate leadership, encourage employees to embrace changes, and how these processes stimulate employee productivity and reduce program risk. AIA

Monday 11:05 a.m. – 12:00 p.m. | Tuesday 1:45 p.m. – 2:40 p.m.

C. UMass metrics, technology, and processes for high value research space decisionsComputerized Facility Integration, LLCTim Anderson – Vice President

University of MassachusettsScott Shader – Senior Director of Space Management & Planning

To lead in the new scientific and economic climate, organizations must throw off the costly, inefficient, historical performance- and politics-based space planning and allocation processes of yesterday, and make space productivity metrics and scientific mission alignment the new deciding factors for capital investment and management policies. Scott Shader and Tim Anderson profile the University of Massachusetts’ shift to a metrics-driven planning organization, what it takes in terms of culture change and technology investment to make it happen, and the results reflected in the space allocation, programming, and financial modeling for UMass’ Sherman Research Building and future projects. AIA

Monday 11:05 p.m. – 12:00 p.m.

D. Needs exceed the budget? A new prioritization process to align budget and science enterprise strategyPerkins Eastman ArchitectsMatthew J. Cotton, AIA – Principal

Bowling Green State UniversitySteven P. Krakoff – Vice President for Capital Planning and Campus Operations

Jacobs Consultancy Inc. David B. Mateer, Associate AIA – Principal Laboratory Planning Practice

Strategic project prioritization and funding allocation processes are being put to the test, and critical details for success are being discovered in a perfect storm of reduced funding, aging science infrastructure, and increased competition for students. Session leaders examine recent successful capital investment alignment initiatives to meet asset and program performance goals, increase retention and enrollment, distinguish STEM programs from peers, and improve student experience. They outline proven processes for setting strategic goals, planning and programming in-terdisciplinary programs, selecting teaching models for undergrad science, and configuring laboratories and scientific workspaces for the future. AIA

Monday 1:05 p.m. – 2:00 p.m. | Tuesday 1:45 p.m. – 2:40 p.m.

Monday and Tuesday; April 20-21

AIA Sessions qualify for AIA credit.

11

E. STEM growth via strategic leveraging: Private, local, and academic resourcesHolabird and RootRussell Thompson Walker, LEED AP, AIA – Associate Partner, Principal Designer

New models for meeting the demand for highly skilled STEM workers expand beyond academic programs to leverage local and private enterprise resources as well – a strategy that will reshape decisions on campus master planning, space programming and utilization, and infrastructure investments. Russell Walker scopes out the lean development model for the Western Illinois Quad Cities campus, an initiative driven by local community partnership, the John Deere Company, and the university. He sets out new cost efficiency benchmarks, program benefits resulting from community involvement and recruitments for STEM disciplines, and the talent payoff for local industry. AIA

Monday 1:05 p.m. – 2:00 p.m. | Tuesday 11:50 a.m. – 12:45 p.m.

F. Big data, computational biology, and the future of strategic planning for researchThe Research Institute at Nationwide Children’s HospitalBruce Stevenson, PhD – Vice President, Research Operations

NBBJAndy Snyder – Principal

The advent of computational biology in the era of “big data” is triggering a dramatic change in the strategic capital planning process and metrics for space allocation and utilization. Session leaders chart the new relationships between strategic planning, programming, facility planning and scientific workspace features for biomedical research and translational medicine. They set out new best practices for navigating limited funding resources while preparing for new science directions and workforce needs, research space requirements, and advancements in scientific equipment, and they identify new ways to leverage data, metrics, analytical processes, and tools for improved program/infrastructure alignment. AIA

Monday 1:05 p.m. – 2:00 p.m. | Tuesday 11:50 a.m. – 12:45 p.m.

G. Plans for growth and change in science & engineering: Four pivotal questionsWilson ArchitectsBill Wilson, FAIA – Principal Jeff Puleo, AIA – Associate Principal

This session examines growth and change in science and engineering programs with a particular focus on the dynamics of decision-making and capital investments. Session leaders illustrate how to prepare for four big questions that will shape science facility infrastructure plans for the future: 1) What capital projects best leverage an institution’s strengths, 2) Which trans-institutional initiatives align with the core mission, 3) How does a school’s vision connect with pressing societal issues, and 4) What drives change in teaching and research? They demonstrate how these questions are being answered at five leading public and private institutions, and with what results. AIA

Monday 2:15 p.m. – 3:10 p.m. | Tuesday 10:40 a.m. – 11:35 a.m.

H. Mission and facilities alignment for modern science and research successFlad ArchitectsRachel Nelan, AIA, LEED AP – Principal / Senior Planner

University of SaskatchewanBrad Steeves – Director of Operations, Health Sciences

This session tackles the big questions related to science culture modernization: How can we move from silos to robust collaboration? How can we build a science community that is efficient, effective, and outcome driven? What levels of operating efficiency can we get from sharing staff, equipment, and space? Session leaders profile University of Saskatchewan’s science transformation initiative and examine how those questions have been answered through new standards for research work environments, designs for modern science teaching facilities, and benchmarks for efficient infrastructure and operating costs. They detail profitable institutional partnerships that attract industry and expand access to research funding. AIA

Monday 2:15 p.m. – 3:10 p.m. | Tuesday 1:45 p.m. – 2:40 p.m.

Register at www.TradelineInc.com/SciencePlan2015

“...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. Energy + water: The dynamic duo for the future of efficient science infrastructure and operationsAffiliated Engineers, Inc.Steven G. Frei, PE, LEED AP – Principal Paul M. Erickson, LEED AP – Sustainability Practice Leader

The bar has again been raised for laboratory sustainability and efficient operations: electrical plug loads and water use represent the next big cost- and usage-reduction targets. Steve Frei and Paul Erickson scope out capital and operating cost savings potentials for electricity, cooling, and fan use, and provide insights for improved equipment selection processes to support the higher efficiency targets now being specified. They explain the energy:water nexus, examine trends in water costs and how that should inform decisions at the campus, building, and equipment scales, and profile changing expectations for a variety of science building types and locations. AIA

Monday 2:15 p.m. – 3:10 p.m. | Tuesday 10:40 a.m. – 11:35 a.m.

J. Water purification system sourcing for today’s science and research programs – and tomorrow’sElga LabWaterWayne B. Darsa – Director, Business Development

Strategic resource planning for today’s science and research programs must include efficiently sourcing purified and ultrapure water, and here you’ll see what leading institutions are doing to ensure their labs have best-in-class water solutions. Wayne Darsa sets out criteria for making critical water use and distribution planning decisions including science drivers, cost, operability, installation requirements, and program flexibility. He examines options for new construction and renovations ranging from small recirculating and point-of-use solutions to building centralized systems, and how to determine the optimal combination of equipment, piping, labor, feed water usage, waste water and electrical costs. AIA

Tuesday 8:05 a.m. – 9:00 a.m.

K. Strategic Value Planning: Beyond the traditional master planSmithGroupJRR, Inc.Andrew A. Vazzano, FAIA, LEED AP – Sr. VP Corporate Leader Science & Technology David Johnson, AIA, LEED AP – VP Director of Planning & Research

“Maximum strategic value” is the term that should characterize today’s decisions on space and asset utilization, energy efficiency, and operating costs to ensure that science-based organizations will stay programmatically and financially competitive tomorrow. Andy Vazzano and David Johnson lay out details of a Strategic Value Planning system that assists organizations in making better value-based decisions from an integrated analysis and evaluation of space, facility condition, energy, operations, capital, leasing, and life cycle costs. They demonstrate how this new approach has been successfully used in research facility, science campus district, and enterprise level (35 research sites) planning. AIA

Tuesday 11:50 a.m. – 12:45 p.m.

Monday and Tuesday; April 20-21

AIA Sessions qualify for AIA credit.

Courtesy of FLA

D

13

Register at www.TradelineInc.com/SciencePlan2015

L. Metrics, data, and analytical methods for strategic master plansStanford UniversityJoslyn Gray – Facilities Planner, Stanford University School of Medicine Niraj Dangoria – Associate Dean, Stanford University School of Medicine

Timely, actionable data is the foundation of today’s aggressive strategic space master plans, and obtaining, harnessing, and maintaining that data should be core competencies of your planning organization. Joslyn Gray and Niraj Dangoria scope out the data model behind Stanford University School of Medicine’s new space master plan, including streamlined processes for collecting, combining, reporting, and changing data inputs over time. They detail the personnel, information technology, and capital requirements to develop and maintain the model, and how to leverage it in strategic planning processes. AIA

Tuesday 8:05 a.m. – 9:00 a.m.

M. Lessons learned: Gap analysis processes for better strategic capital planning decisionsHargrove Life Sciences, LLCDoyle Johnson, BS MS MBA – Industry Leader, Life Sciences

MedimmuneJohn Giner, PE – Associate Director - Facilities

What are science capital planners doing to address today’s pressing concerns including risk, resource shortfalls, utility demands, and rapidly changing technology, scientific landscapes, and funding sources? John Giner and Doyle Johnson provide lessons learned answering that question in efforts to more closely align infrastructure and facility assets with science program projections – including physical location, buildings, technical personnel, equipment, utilities, space and more. They illustrate how gap analyses are being used as the foundation of strategic capital action plans, and key details of the analysis process that contribute to success. AIA

Tuesday 10:40 a.m. – 11:35 a.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

Courtesy of EYP

Registration and Accommodations

Registration:Conference Registration FeesRegistration fees with payment by 3/20/15 $1740 for single registration $1590 for groups of 2 or more

Registration fees after 3/20/15 $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 TrainingThe Fundamentals of Strategic Facilities Planning for Science and Research

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

Facility Site TourThe Phoenix Biomedical Campus

$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 Hyatt Regency Scottsdale Resort. For registrations received by March 27, 2015 Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After March 27 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 $265/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 Hyatt Regency Scottsdale is 20 minutes from Phoenix’s Sky Harbor International Airport. Taxis or shuttles are readily available from all airport terminals.

The conference will be held at:

Hyatt Regency Scottsdale7500 E. Doubletree Ranch Road Scottsdale, Arizona 85258

Register with payment by

March 20 and Save $200

Register Now! www.TradelineInc.com/SciencePlan2015

Onlinewww.TradelineInc.com/SciencePlan2015

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:

15

Registration and Accommodations Strategic Facility and Space Planning for Science and Research

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/SciencePlan2015)

• 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 March 20 and save $200! Payment by 3/20/15 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:Sunday; April 19 The Fundamentals of Strategic Facilities Planning for Science and Research

❑ $1090 ❑ $950 with registration to the full 2 day conference April 20-21

Site Tour: The Phoenix Biomedical Campus

❑ $25 Transportation Fee

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 Hyatt Regency Scottsdale Resort through Tradeline only.

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

❑ Single occupancy ($265/night +13.92% room tax) ❑ Double occupancy ($265/night +13.92% room tax)

❑ Government rate ($113/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.

Hyatt Regency Scottsdale Resort ~ April 20-21, 2015 ~ Scottsdale, AZ

Onlinewww.TradelineInc.com/SciencePlan2015

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 with payment by

March 20 and Save $200

Register Now! www.TradelineInc.com/SciencePlan2015

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 Labs and Lab MEP Systems

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

Register with payment by

March 20 and Save $200

Register Now! www.TradelineInc.com/SciencePlan2015

TradelineConferences

2015