May 9-10, 2013Boston, MassachusettsWestin Copley Place

33rd annual conference The 2013 International Conference on

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

Plus! Pre-Conference Training May 8The Fundamentals of Planning and Design of Modern Labs and MEP Systems Plus! Site Tours May 8 and 11• National Emerging Infectious Diseases Laboratories

(NEIDL) at Boston University Medical Campus

• Fraunhofer Center for Sustainable Energy Systems (CSE)

• Pfizer Center for Therapeutic Innovation (CTI) at the Center for Life Science | Boston

• Albert Sherman Center, University of Massachusetts

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ix new change-producing forces are dramatically re-shaping research facility plans, space standards, and operating models – forces that are the result of new entrepreneurial and business-mission thinking for research programs. These forces are rendering conventional lab plans and standards obsolete and uncompetitive, and they are:

1. New business models for research and development programs and facilities,

2. A radical change in technology, science, and the way research gets done,

3. Intensified pressure to translate bench results to product-scale results,

4. More competition for top-notch people and funding,

5. Increased turnover of research programs and equipment, and

6. Escalating research program costs (energy, facilities, and personnel)

At this conference you’ll get the 2013-and-beyond research and development facility solutions you’ll see the effect that the new plans will have on facility use, operations, and costs. You’ll also learn what it takes to update old, traditional lab plans and research infrastructure to compete on the recruitment, financial, and research productivity fronts.

Here you’ll get the details on planning, design, construction, operations, and costs for research and development facilities expansions, new construction, and facility makeovers that are:

• Increasing collaborative activity and research productivity• Creating highly flexible space• Shrinking square footage standards• Raising facility utilization• Creating superior linkages between research and product development• Bringing old lab space up to competitive standards• Anticipating the future of scientific instrumentation and research functions• Lowering facility operating costs• Reducing energy use• Meeting new standards for sustainability• Benefiting from the new, innovative lab furniture systems• Getting the most out of tightly constrained financial resources

Register your team today to put your program on track for success!

We very much look forward to seeing you in Boston!

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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? This is the annual meeting for

• Capital Project Teams

• Project Managers

• Research Program Directors

• Facility Managers

• Facility Engineers

• Capital Planners

• Scientists

• Faculty

• Research Operations Managers

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

Tradeline Pre-Conference Course

Wednesday; May 8Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems

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7:30 a.m. Registration/Continental Breakfast 8:00 a.m. – 4:30 p.m. (a total of 6 hours instruction)

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

Treanor Science and Technology Timothy Reynolds, PE – Principal

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

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

Agenda:Module 1: Defining a Lab

Module 2: Lab Programming

Module 3: Lab Design I

Module 4: Lab Design II

Module 5: MEP Systems I

Module 6: MEP Systems II

Space is limited and enrollment is subject to approval.

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

Cost: $1040 Fundamentals Course only

$900 with registration to the two-day conference May 9-10 (Fees include course materials, continental breakfast, refreshment breaks, lunch)

“As an end-user representative involved in science facility capital projects, this fundamentals course was exactly what I needed. I learned the vocabulary, key features, and critical decision making involved in designing modern science laboratories and facilities. My input as a project team member will be much more informed and valuable – and that will result in better science and a better facility.”Ulysses Sofia, Ph.D.Chair, Department of PhysicsAmerican University

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Facility Site Tours

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.

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.

Wednesday; May 8

Tour #1 National Emerging Infectious Diseases Laboratories (NEIDL) at Boston University Medical Campus Departs hotel at 1:00 p.m.; Returns to hotel at 4:15 p.m.

The 192,000-sf, seven-story National Emerging Infectious Diseases Laboratories (NEIDL) is part of a national network of secure facilities studying infectious diseases that are – or have the potential to become – major public health concerns. The NEIDL laboratories are dedicated to the development of diagnostics, vaccines, and treatments to combat emerging and re-emerging infectious diseases. In addition to BSL-2 and BSL-3 laboratories, the NEIDL houses a BSL-4 laboratory. The laboratories emphasize comprehensive core research facilities that enable basic, translational, and clinical research and the development of products related to emerging infectious diseases. Core support laboratories containing sophisticated facilities including high-power microscopes, Magnetic Resonance Imaging (MRI) machines, and diagnostic tools to study new vaccines and drugs are housed at the NEIDL.

Tour #2 Fraunhofer Center for Sustainable Energy Systems (CSE)Departs hotel at 1:30 p.m.; Returns to hotel at 4:00 p.m.

The 50,000-sf Fraunhofer Center for Sustainable Energy Systems contains research areas for Fraunhofer’s three main divisions of work: photo-voltaic research and manufacturing; building energy efficiency; and facade material testing. The research and equipment is spread across seven floors in the recently renovated historic building and includes several environmental chambers for materials and climate research, light-sensitive flasher testing, and research and manufacturing facilities for glass cutting and laminating for photo-voltaic cell development. Unique HVAC systems include chilled beams, chilled sails, radiant panels, low-displacement air diffusers, natural ventilation units, window-convective units, phase-change material, and radiant flooring (heating and cooling).

Tour #3 Pfizer Center for Therapeutic Innovation (CTI) at the Center for Life Science | BostonDeparts hotel at 2:00 p.m.; Returns to hotel at 4:15 p.m.

Pfizer’s 13,000-sf corporate headquarters for the Center for Therapeutic Innovation group is on the penthouse floor of the Center for Life Science | Boston (CLSB) building. The strategic decision to develop three Centers for Therapeutic Innovation (CTI), in Boston, New York and San Francisco, is part of a global initiative to foster new collaborations with the city’s major medical centers and institutions with the goal of accelerating research and drug development. Here, you’ll view open, flexible space and labs that can be easily reconfigured to accommodate the movement of equipment and respond to a rapidly changing research focus, modular, open-plan office areas, and small, glass enclosed ‘touch down’ rooms and marker boards along major circulation paths to encourage impromptu meetings and collaboration.

Saturday; May 11Tour #4 Albert Sherman Center, University of MassachusettsDeparts hotel at 8:00 a.m.; Continues on to Boston Logan International Airport for dop-off at terminals at 12:15 p.m.; Returns to hotel at 12:45 p.m.

The 480,000-sf, $400-million Albert Sherman Center expands and unifies the UMass Medical School’s Worcester campus, doubles its research capacity, and supports the school’s new learner-centered curriculum. This interdisciplinary research and education facility includes wet research space, cleanrooms, research core space, and administrative space. The facility fosters interaction and collaboration among scientists and promotes innovation and synergies across disciplines supporting programs such as the UMMS Advanced Therapeutics Cluster, comprising the RNA Therapeutics Institute, Center for Stem Cell Biology and Regenerative Medicine, and the Gene Therapy Center; the Department of Quantitative Health Sciences; and the Center for Experiential Learning and Simulation.

5EYP ©Robert Benson Photography Courtesy of Tsoi Kobus and Assoc; Photo by John Horne

Conference Participants

Speakers• Affiliated Engineers, Inc.

• Aircuity, Inc.

• ARC/Architectural Resources Cambridge

• Ballinger

• Biogen Idec, Inc.

• BioMed Realty Trust, Inc.

• BR+A Consulting Engineers, Inc.

• Cannon Design

• CH2M Hill

• Chernoff Thompson Architects

• CRB Consulting Engineers, Inc.

• Ellenzweig

• Fred Hutchinson Cancer Research Center

• Henderson Engineers, Inc.

• IDC Architects

• KlingStubbins

• Massachusetts General Hospital

• Northeastern University

• Novartis Institute for Biomedical Research

• Payette

• Pfizer, Inc.

• Phoenix Controls

• Research Facilities Design

• SAIC-Frederick, Inc.

• Skanska USA Building, Inc.

• SmithGroupJJR

• Stantec Architecture Ltd.

• Synergy Consultants, Inc.

• The Broad Institute of MIT and Harvard

• The Jackson Laboratory

• Treanor Science and Technology

• Tsoi/Kobus & Associates, Inc.

• Tufts University School of Medicine

• University Health Network

• University of Wisconsin-Madison

• Vermeulens

• Wilson Architects

Special Event Hosts• CPP, Inc.

• Strobic Air Corp.

Exhibitors• Aircuity Inc.

• Environmental Growth Chambers

• Fitzemeyer & Tocci Associates, Inc.

• Hamilton Scientific

• Kewaunee Scientific Corp.

• Lab Crafters, Inc.

• New England Laboratory Casework Co., Inc.

• Miele, Inc.

• Phoenix Controls

• Siemens Industry, Inc.

• STARLINE

• The Baker Company

• Trespa North America

• Vacuubrand, Inc.

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Wednesday; May 8

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

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

* Facility Site Tours (must be pre-registered to attend) 1:00 p.m. – 4:15 p.m.

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

Thursday; May 9

Registration 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: Pfizer, Inc.; Massachusetts General Hospital; SAIC-Frederick, Inc.; Biogen Idec, Inc.

Concurrent Forum Sessions (choose 1) 11:15 a.m. – 12:10 p.m.B. +Extreme repurposing of non-lab space into state-of-the-art research facilities:

What’s possible?

H. The new research facility value metrics: Interaction, sustainability++, project quality

K. The sustainability advantage for facility design, infrastructure, and operations costs

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

Concurrent Forum Sessions (choose 1) 1:15 p.m. – 2:10 p.m.E. +Planning for cost-effective nano/MEMS facilities: Space, systems, and energy use

J. New research in old facilities: Renovations and upgrades for inspired, modern science

Q. +Operational “pull” planning for high research productivity and space utilization

Concurrent Forum Sessions (choose 1) 2:25 p.m. – 3:20 p.m.A. +Facility plans for unknown user groups and distinct research cultures

G. +Planning for the new sciences: Facility requirements for environmental and energy research

N. Modular space planning strategies that maximize flexibility and long term viability

General Session 3:50 p.m. – 4:45 p.m. Speakers: University Health Network; Fred Hutchinson Cancer Research Center

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

Agenda at a Glance Information-rich sessions and high-level networking

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

Special Events and Features:

Hosted Pre-Conference ReceptionWednesday; May 8, 7:30 p.m. Light fare and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted ReceptionThursday; May 9, 4:45 p.m. – 6:00 p.m. Guests welcome.

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

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

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

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

Register Now!www.TradelineInc.com/Research2013Register with payment by

April 5 and Save $200

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Agenda at a Glance Information-rich sessions and high-level networking

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 16 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.

Friday; May 10

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

Concurrent Sessions (choose 1) 8:05 a.m. – 9:00 a.m.F. +Renovation, renewal, and re-use strategies for optimum cost/benefit performance

K. The sustainability advantage for facility design, infrastructure, and operations costs

O. +Research space optimization: Tools and techniques for improved utilization, flow, and productivity

General Session 9:20 a.m. – 10:15 a.m. Speakers: The Broad Institute of MIT and Harvard; University of Wisconsin-Madison

Concurrent Forum Sessions (choose 1) 10:40 a.m. – 11:35 a.m.I. +Solutions for long term research facility flexibility and adaptability

M. +Reduce lab operating costs and energy use with new HVAC technology combinations

P. +The new, nimble procurement model for long-term, economically viable research space

Concurrent Forum Sessions (choose 1) 11:50 a.m. – 12:45 p.m.C. +Construction cost management tools for science building projects

D. +Modular construction for hyper-speed, technically sophisticated projects at lower cost

L. +Integrating specialty controls with building management systems for improved operations at lower cost

Hosted Luncheon 12:45 p.m.

Concurrent Forum Sessions (choose 1) 1:45 p.m. – 2:40 p.m.H. The new research facility value metrics: Interaction, sustainability++, project quality

J. New research in old facilities: Renovations and upgrades for inspired, modern science

N. Modular space planning strategies that maximize flexibility and long term viability

General Session 2:55 p.m. – 3:40 p.m.Open Forum/Town Hall Meeting

Adjourn 3:40 p.m.

Saturday; May 11

* Facility Site Tour (must be pre-registered to attend) 8:00 a.m. – 12:45 p.m.

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

“[Tradeline] was the best that I have ever seen in any conference in 40 years! You should be proud of that.”Dr. Sam Lux Chief, Dept. of Hematology/Oncology, Children’s Hospital Boston

Photo courtesy of HDR Architecture, Inc.; © 2011 Main Street Studio

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What Pfizer’s R&D iSpace concept signals for research futures and space productivityPfizer, Inc.Paul Janssenswillen – Global R&D Lead, Innovative Workplace Strategies

Pfizer’s iSpace model for R&D represents a marked departure from how the company has done business in the past, and the “what and whys” behind design decisions, equipment selections, and space allocations serve as leading indicators of where research models are heading. Paul Janssenswillen delivers a visual walk-through of lab and support space configurations being rolled out in Pfizer’s new Cambridge facility, and illustrates how data on evolving researcher work processes was factored in. He examines scientific productivity targets, organizational agility and space utilization advantages, and operating cost savings from a reduced kit of parts.

Mass General’s leased space renovation for state-of-the-art research and vaccine developmentMassachusetts General HospitalMichael L. Fisher, LP.D. – Director, Research Space Management Group

Until now the big question framing decisions on leased space for academic research program growth has been: Can financially attractive leased space really support state of the art research? The verdict is in. Michael Fisher profiles Massachusetts General Hospital’s renovation of off-campus leased space to maximize the productivity of capital funds and deliver the world’s most advanced AIDS prevention and vaccine development center. He sets out what organizations need to know about renovating and operating in leased space as it relates to research output, collaboration, space utilization, research instrumentation decisions, cost, and risk.

Sustainable facility design for collaborative research and developmentSAIC-Frederick, Inc., Frederick National Laboratory for Cancer ResearchDante Tedaldi, Ph.D., PE – Directorate Head, FM, Engineering and Project Operations

NCI-Frederick’s new multi-functional cGMP clinical materials development facility is a Federally-Funded Research and Development Center (FFRDC) focused on development and production of biopharmaceuticals for Phase I/II clinical studies. To support that mission the Advanced Technology Research Facility includes cell culture, fermentation and aseptic vialing facilities, and a BSL-3 cGMP suite. Dante Tedaldi reports on the product types to be developed and associated design criterion, and features that enable the leveraging of government, academic, and private industry technology and resources. He also discusses multiple sustainability features that deliver all those capabilities with reduced energy, water, and carbon footprint.

Details on Biogen Idec’s new scientific workspace model Biogen Idec, Inc.Ed Dondero – Director of Real Estate and PlanningWerner Meier – Vice President of Biologics Drug Discovery

To benchmark competitiveness, alignment of science needs with operational goals, and solutions for outdated research space, take note of what the big R&D companies are doing and building. Ed Dondero and Werner Meier profile Biogen Idec’s new, more efficient and flexible lab environments that support trending research needs and collaboration models, and meet stringent requirements for operating efficiency and cost reduction. They scope out the “sweet spot” for space upgrades that enable redirection of teams as research programs, equipment, and methodologies change, deliver high space utilization and energy efficiency, and reduce the need for future renovations.

Can you afford that new PI? Embed facility management staff in recruiting processes to find outUniversity Health NetworkIan McDermott – Senior Director, MedRIST

The full cost of supporting newly recruited research investigators is often not known until the PI, the PI’s research team, must-have equipment and research resources have been accommodated in the facility, at a cost which is seldom budgeted for. There must be a better way! Ian McDermott sets out what University Health Network has done to get ahead of those unforeseen operating cost burdens by embedding facility management staff in researcher recruiting processes. He profiles the level of detail collected from potential hires, strategies for determining the all-in research group “footprint,” and facility accommodation cost estimation techniques.

Lab buildings that beat offices for energy efficiency: How to get oneFred Hutchinson Cancer Research CenterRobert Cowan – Director of Facilities Engineering

Good news for operating budgets: Research facilities can now shed the “energy hog” label. With new strategies that dramatically improve power usage efficiency, labs can beat award-winning “green” office facilities for sustainability – and here’s the proof. Bob Cowan profiles the energy use reduction model for Fred Hutch’s latest cancer research building and details what was done to reduce energy requirements and still support labs, freezers, incubators, cold rooms, mass spectrometers, and a research data center. He charts the results – 40% less energy per square foot than a neighboring Energy Star office building – and reveals next steps.

Thursday; May 9Attend all of the General Sessions below

Thursday; May 9Attend all of the General Sessions below

Expansion/consolidation for research productivity and operating cost reductionThe Broad Institute of MIT and HarvardDavid Erlandson – Director of Facilities Planning & Operations

The Broad Institute’s expansion of its flagship research facility with an adjoining facility will provide premium space for new research programs, streamline operations by centralizing research groups in a cutting-edge scientific environment, and allow the Institute to reduce its dependency on leased space solutions. David Erlandson examines lessons learned from operating Broad’s first facility, which shaped decisions for the facility currently under construction, including details on scientific equipment, core facilities, vivaria, power requirements, HVAC infrastructure, space allocations, and critical adjacencies. He sets out financial models, bidding data, preconstruction planning, and project phasing strategies that reduce risk for research facility construction projects in an unusual economic climate.

Renewable energy research facilities, partnerships, and sustainable funding modelsUniversity of Wisconsin-MadisonTimothy Donohue, Ph.D. – GLBRC Director and Professor of Bacteriology

Interdisciplinary research programs aimed at developing economically viable and environmentally sustainable alternative- and bio-energy advances require flexible facilities that are equally economically viable and sustainable – a big challenge given the demanding infrastructure requirements of laboratory-intensive buildings. Tim Donohue examines facility funding models and research partnerships at the foundation of the new Wisconsin Energy Institute, and sets out the space configurations and equipment that its multidisciplinary federal-, state-, university-, and privately-funded research teams require. He profiles energy and water use reduction decisions aimed at reconciling resource-demanding research programs while meeting its mission to help

Open Forum/Town Hall MeetingFacilitators: Tradeline, Inc.Steve Westfall – Founder & CEODerek Westfall – President

In this closing session of the conference, you’ll learn from a cross-section of conference participants details on new initiatives, recent successes, and lessons learned involving new-concept lab plans, modernization projects, cost-reduction strategies, and capital project delivery. Here you’ll learn about current experience with research productivity, research work environments, new building system technologies, fit-up strategies, recruitment features, contracting methods, and capital project costs. Also, this is an opportunity to put specific questions to the group for a peer group response. This session uses audience testimony and big-screen projection of computerized note taking to build a useful body of information on key and problematical issues. Session notes will be sent to all conference attendees.

Friday; May 10Attend 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

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Courtesy of Payette, Images by Rachellynn Schoen.

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Renovations, Upgrades, and New Construction (A-J)

A. Facility plans for unknown user groups and distinct research culturesTsoi/Kobus & Associates, Inc.Richard L. Kobus, FAIA, FACHA – Senior PrincipalStephen Palumbo, AIA LEED AP – ArchitectThe Jackson LaboratoryJohn Fitzpatrick, PE – Senior Director, Facilities Services

In this case study of The Jackson Laboratory’s new Genomic Institute, you’ll see best practices for designing facilities when it’s all up in the air: the user groups, the amount of computational and wet bench space they will require, how they will collaborate, and how they will work. Session leaders chart a process for reconciling budget, risk, stakeholder expectations, research trends, and site challenges – the results of which shaped decisions on research data processing capacity, support spaces, energy requirements, spatial adjacencies, and cost. They examine rationales for features aimed at institutional collaborations and sharing of research and clinical resources. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m.

B. Extreme repurposing of non-lab space into state-of-the-art research facilities: What’s possible?Affiliated Engineers, Inc.Steven G. Frei, PE, LEED AP – PrincipalPaul M. Erickson, LEED AP – Sustainable Practice Leader

New MEP technologies and distribution strategies make renovations and repurposing for modern research programs a financially attractive possibility – even in spaces previously thought to be unsalvageable. Steve Frei and Paul Erickson document the rapid evolution of HVAC-related technologies that have changed the financial equation for facility build/upgrade decisions. They set out a framework to determine the viability of upgrade strategies for a given facility, identify new technologies that can be implemented, and nail down project delivery details. They also examine new opportunities to correct nagging operating inefficiencies to achieve significantly reduced operating costs. AIA HSW

Thursday 11:15 a.m. – 12:10 p.m.

C. Construction cost management tools for science building projectsARC/Architectural Resources CambridgeMark Dolny, AIA, LEED AP – Associate PrincipalVermeulensBlair Tennant, LEED AP – Project Manager/Cost EngineerMelissa Chabot – Project Manager/Cost Engineer

This session sets out a framework for keeping both new and renovation science facility projects on track and on budget. Session leaders profile the embedding of cost conceptualization and reconciliation tools in project scoping, design, and delivery processes to align project size, program, and funding. They illustrate cost tool applications during fast track delivery of University of Massachusetts’ Albert Sherman Center, examine findings on improved project decisions from continuous cost reconciliation, and they contrast the results with outcomes of similar projects using traditional budgeting. AIA HSW

Friday 11:50 a.m. – 12:45 p.m.

D. Modular construction for hyper-speed, technically sophisticated projects at lower cost Skanska USA Building, Inc.Ed Szwarc – Executive Vice President/General ManagerDean Poillucci -– Senior Vice President - PreconstructionNovartis Institute for Biomedical Research Inc. (NIBRI)Mike Mirabito – Head Global Strategic Facilities Planning and Design

Modular construction offers three big advantages for today’s demanding project environment: reduced construction timelines, faster facility commissioning, and cost efficiency. Session leaders profile the use of modular construction to deliver an expansion of Novartis’ Cambridge facility which includes sophisticated R&D laboratories. They set out the owner’s competitive advantage, CapEx and OpEx cost targets that drive the modular construction decision, planning, and management required to make it happen. They demonstrate how off-site construction, assembly, and testing of critical building infrastructure systems improve project safety, sustainability and value outcomes for technically complex facilities. AIA HSW

Friday 11:50 a.m. – 12:45 p.m.

Thursday and Friday; May 9-10 Attend Seven of the 19 Forum Sessions on Pages 10-13

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

11AIA Sessions qualify for AIA credit. HSW Sessions qualify for HSW credit.

E. Planning for cost-effective nano/MEMS facilities: Space, systems, and energy useCH2M HillMonty Stranski – Industrial EngineerIDC ArchitectsF. Jeffrey Murray, AIA, LEED AP – Director of Design

Market demand for nanoscale and micro-electromechanical systems (MEMS) products brings the challenge of providing space and infrastructure to support nano/MEMS research programs in either existing or newly planned multi-function research buildings. Session leaders set out what it takes to meet the highly specialized research environment requirements including vibration and electromagnetic interference (EMI) management, bio-nano-MEMS integration support, manufacturing, and controls for temperature, humidity, and vibration. They also detail the latest improvements in the use of computational dynamics airflow modeling to maximize energy efficiency and minimize airborne molecular contamination, and they examine modular space configurations that maximize flexibility. AIA HSW

Thursday 1:15 p.m. – 2:10 p.m.

F. Renovation, renewal, and re-use strategies for optimum cost/benefit performanceSmithGroupJJRDavid Johnson, AIA, LEED AP BD+C – PrincipalAndrew Vazzano, FAIA – Senior Vice President

Pent-up demand for more research space and improved scientific capability is increasingly being satisfied through strategic renovations and reuse initiatives, delivering new research infrastructure for public and private sector research organizations without the delays and cost of new construction. David Johnson and Andy Vazzano set out facility assessment processes and tools that distill optimum renovation and reuse opportunities for today’s research needs from existing space portfolios. They demonstrate how to quantify and set renovation versus new construction decision making thresholds, and examine alternative budget-friendly project phasing and renovation strategies that offer comparable ROI to new construction. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

G. Planning for the new sciences: Facility requirements for environmental and energy researchEllenzweigJames V. Blount, AIA, LEED AP BD+C – PrincipalJanet D. Ross, AIA, LEED AP – Principal

New research programs focused on the ecosystem and clean energy are pushing the limits of research laboratory flexibility and adaptability, and redefining plans for multi-disciplinary research where the mix of disciplines is yet unknown. Session leaders illustrate unique plans and strategies for nimbly adjusting lab space as research funding changes and research groups expand and contract, and they detail decision making on laboratory, casework, support space, and MEP systems that can support new scientific disciplines. They detail how to avoid over-customization, deliver high-hazard containment capability, and plan for scientific equipment with unique isolation, high-bay, and non-standard utility demands. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m.

H. The new research facility value metrics: Interaction, sustainability++, project qualityBallingerStephen M. Bartlett, AIA, LEED AP – Associate PrincipalJonathan Friedan, PE, LEED AP – PrincipalWilliam R. Gustafson, FAIA – Principal

To dramatically raise the whole-life value of research facility capital projects, next generation project teams are aligning their efforts with new, higher-order facility performance metrics. Session leaders illustrate the disconnect between traditional project metrics and current research productivity and project value expectations, and they examine the application of Human Factors Modeling/SEED Theory, beyond-LEED sustainability performance, and combined satisfaction/quality measurements to build comprehensive facility performance metrics. They demonstrate how to drive project teams toward the new metrics, and they profile resulting project innovations from high-profile research facilities at Johns Hopkins and University of Wisconsin. AIA HSW

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

I. Solutions for long term research facility flexibility and adaptabilityResearch Facilities DesignLeslie Ashor, AIA, LEED AP – Laboratory ConsultantBrooks Stout, PE, LEED AP – Mechanical Engineer

Here you’ll see facility flexibility solutions that address the challenges of science program churn, planning facilities for unknown users, and changing research business models can also directly affect construction budgets, FF&E costs, and operations and maintenance strategies. Session leaders examine key project decisions that set the long term scope of research program flexibility in new construction and renovation projects. They reveal metrics and costs associated with flexibility options including casework, structural, HVAC, plumbing, and electrical infrastructure. AIA HSW

Friday 10:40 a.m. – 11:35 a.m.

J. New research in old facilities: Renovations and upgrades for inspired, modern science Cannon DesignAdrian Walters, AIA, LEED AP – Associate Vice PresidentErik K. Lustgarten, AIA, LEED AP – Associate Vice PresidentTufts University School of MedicineChristopher Candiello – Senior Project Manager

Competitive research capabilities, productivity, and operating cost advantages that result from upgraded science facilities are increasingly differentiating research programs from their peer institutions. The message is clear: Don’t let old, cellular, and isolated research spaces hold your organization captive, upgrade! Session leaders examine how technology has dramatically influenced how scientists live and work in research buildings, reveal strategies for renovating while maintaining scientific operations and profile work at Tufts University to deliver modern, cost-effective research environments that engage end users, adapt to change, and streamline maintenance and operations. AIA HSW

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

Register at www.TradelineInc.com/Research2013

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Thursday and Friday; May 9-10 Attend Seven of the 19 Forum Sessions on Pages 10-13

Operations and Energy (K-M)

K. The sustainability advantage for facility design, infrastructure, and operations costsPayetteJames H. Collins, Jr., FAIA, LEED AP – PresidentAndrea Love, AIA, LEED AP – Building Scientist

Don’t overlook the big cost-saving opportunities that sustainability offers for research facility design and construction, on top of what “going green” does to reduce energy use for the whole facility lifecycle. Jim Collins and Andrea Love demonstrate how to stick with sustainability as a main, integrated project driver and reap the benefits of a higher-value, better-performing science building for the long term. They illustrate project cost allocation and cost management strategies for multiple systems, and they profile savings resulting from sustainable decisions on envelope, shading, MEP equipment size reduction, radiant systems, lighting strategies, and reduced floor-to-floor heights. AIA HSW

Thursday 11:15 a.m. – 12:10 p.m. | Friday 8:05 a.m. – 9:00 a.m.

L. Integrating specialty controls with building management systems for improved operations at lower costPhoenix ControlsDavid S. Rausch – Business Development Manager - Research LabsSynergy Consultants, Inc.Stephen Rizzo, PE – Owner/Professional Engineer - Commissioning Agent

Integration of specialized research space control systems with building management systems (BMS) promises to save time, money, and commissioning headaches while improving cost efficiency, safety and sustainability. The success or failure of system integration hinges on understanding, specifying, and early project planning for system data exchanges. David Rausch and Stephen Rizzo examine best practices for ensuring that facility systems operate seamlessly and deliver the real-time operating data required to maintain peak facility performance. They profile recent integration initiatives involving new construction and renovations of vivariums, medical research laboratories, and pharmaceutical hood labs, and reveal lessons learned. AIA HSW

Friday 11:50 a.m. – 12:45 p.m.

M. Reduce lab operating costs and energy use with new HVAC technology combinationsAircuity, Inc.Gordon P. Sharp – Chairman

The drive to achieve – and maintain – net-zero energy use for research laboratories is now being facilitated by innovative combinations of energy use reduction technologies and real-time continuous commissioning. Gordon Sharp illustrates the selection and application of technologies including chilled beams, intelligent agent systems, and demand based control that – when used in tandem – deliver 30-70% savings over ASHRAE standards. He details energy use analysis methods applicable to a wide variety of climates that will inform both new construction and renovation decisions. He profiles recent case studies from research organizations and distills best practices, “aha!s,” and sustainability improvement benchmarks. AIA HSW

Friday 10:40 a.m. – 11:35 a.m.

EYP Copyright Robert Benson Photography All Rights Reserved

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Thursday and Friday; May 9-10 Attend Seven of the 19 Forum Sessions on Pages 10-13

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

Register at www.TradelineInc.com/Research2013

Space and Productivity (N-Q)

N. Modular space planning strategies that maximize flexibility and long-term viabilityWilson ArchitectsJeffrey Puleo, AIA, LEED AP – Associate PrincipalBR+A Consulting Engineers, Inc.Cris R. Copley – Principal Northeastern UniversityJames E. Cahill – AVP, Planning, Design & Construction

Facility layouts based on generic, flexible labs and common research themes represent today’s best wisdom for responding to rapidly changing research priorities, maximizing space utilization, and getting the highest program value from scarce capital dollars. Session leaders chart new levels of research operational efficiency being achieved through generic lab fit-ups and consolidation/reduction of dedicated support spaces for vivaria, imaging, cleanrooms, genomics and proteomics cores. They also tackle the problem of moving an organization’s constituents from traditional departmental structures to future-leaning operating models, and deliver metrics that support consolidation discussions and initiatives. AIA HSW

Thursday 2:25 p.m. – 3:20 p.m. | Friday 1:45 p.m. – 2:40 p.m.

O. Research space optimization: Tools and techniques for improved utilization, flow, and productivityCRB Consulting Engineers, Inc.Niranjan S. Kulkarni – Operations Specialist

More research program capacity in existing building footprints: that’s the result of new processes that accommodate research program churn, maximize space utilization, and improve researcher productivity. Niranjan Kulkarni illustrates what those processes are and how to embed space efficiency decisions without disrupting existing work schedule, support space allocation, shared equipment and storage policies. He examines applications aimed at reduced researcher travel time, managing multiple research groups, and streamlined operations and maintenance processes, and he reveals results being achieved. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

P. The new, nimble procurement model for long-term, economically viable research spaceKlingStubbinsChristopher Leary, AIA LEED AP – PrincipalBioMed Realty Trust, Inc.William Kane – Vice President, Leasing and Development

Fast start-up, flexibility, reduced capital requirements, and low risk: that’s what private life science companies and academic research institutions get by partnering with commercial real estate developers for new research facilities. Here, session leaders illustrate what research organizations are getting for their money in terms of leading edge science capability and cost. They compare purpose-built research buildings with developer-built facilities, set out owner and developer rationales for building features decisions, and explain how research infrastructure is determined and delivered through lease agreement structures. They demonstrate research space and program flexibility improvements, and acquisition and operating costs advantages. AIA HSW

Friday 10:40 a.m. – 11:35 a.m.

Q. Operational “pull” planning for high research productivity and space utilizationStantec Architecture Ltd.Michael J. Reagan, AIA – Vice PresidentJill J. Swensen, AIA, LEED AP – PrincipalDavid R. Linamen, PE, LEED AP, CEM – Vice President

To get high productivity of researchers and efficient use of available space, take the Lean “pull” planning approach: start with the end in mind. Session leaders illustrate the use of “reverse-engineering” planning tools to maintaining high operational efficiency as a priority throughout pre-design and programming phases in new construction and renovation projects. They benchmark actual operating metrics being achieved in contemporary research facilities and examine how alternative planning strategies drive space allocations and layouts, and determine operational efficiency. They also detail the effect that operational pull planning has on mechanical systems design and sustainability decisions. AIA HSW

Thursday 1:15 p.m. – 2:10 p.m.

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

14

Registration and Accommodations

How to Register:

Conference Registration FeesPayment must accompany registration to receive early discount.

$1690 single registration with payment by 4/5/13

$1890 single registration after 4/5/13

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! Save an additional $150 per person for groups of 2 or more from the same organization. For groups of 5 or more, please call Tradeline for additional discounts available.

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

$1040 Stand-alone course

$900 with full conference participation

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 Westin Copley Place Hotel for registrations received by April 15, 2013, Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After April 15 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 $269/night, single or double occupancy.

A limited number of government per diem rate rooms are available.

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 Westin Copley Place is 3 miles from Boston’s Logan International Airport. Taxis are readily available curbside outside of baggage claim at $35 per person. Airport Shuttle service is available to/from Logan International at $17 per person. Reservations are required (888) 437-4379.

Register Now!www.TradelineInc.com/Research2013Register with payment by

April 5 and Save $200

Onlinewww.TradelineInc.com

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:

The Westin Copley Place10 Huntington Ave. Boston, MA 02116

15

Registration and Accommodations Research FacilitiesThe Westin Copley Place ~ May 9-10 ~ Boston, MA

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/Research2013)

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

Name ____________________________________ First Name for name badge ______________ Title/Position __________________________________________________________________Institution ____________________________________________________________________Address _________________________________________________M/S _________________City_____________________________ State _________________ Zip Code ______________Country _________________________ Phone _________________ Fax __________________Attendee Contact Email __________________________________________________________

Alternate Contact Email __________________________________________________________

2. Register with payment before April 5 and save $200! Payment by 4/5/13 Full price Single Registration ❑ $1,690 ❑ $1,890 Team Registration Discount* ❑ $1,540/Attendee ❑ $1,740/Attendee

*Name of other team registrant(s) ___________________________________________________

3. Conference Add-Ons:Wednesday; May 8, 2013 The Fundamentals of Planning and Design of Modern Labs and Lab MEP Systems ❑ $1040 ❑ $900 with registration to the full 2 day conference May 9-10

Site Tours ❑ □ $25 - Tour #1: NEIDL at Boston University Medical Campus ❑ □ $25 - Tour #2: Fraunhofer Center for Sustainable Energy Systems ❑ □ $25 - Tour #3: Pfizer Center for Therapeutic Innovation

Saturday; May 11, 2013 Site Tours ❑ □ $25 - Tour #4: Albert Sherman Center, University of Massachusetts

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 Westin Copley Place Hotel through Tradeline only.

❑ Yes, please reserve a room for me. Arrival Date: __________ Departure Date: _______________❑ Single occupancy ($269/night +14.45% room tax) ❑ Double occupancy ($269/night +14.45% room tax)❑ Government Rate ($201/night at press time) – A limited number of rooms are available for U.S. government employees.Special Requests*: ______________________________________________________________

❑ No, I will not require a hotel reservation.

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.

*All requests will be honored based upon avail-ability 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.

Onlinewww.TradelineInc.com

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/Research2013Register with payment by

April 5 and Save $200

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The 2013 International Conference on Biocontainment Facilities March 18-19 • San Diego, California • Hilton San Diego Bayfront

The 2013 Lean Facility Lifecycle Conference April 8-9 • San Diego, California • Hilton San Diego Resort

The 2013 International Conference on Research Facilities May 9-10 • Boston, Massachusetts • Westin Copley Place

Space Strategies 2013 October 7-8 • Scottsdale, Arizona • Hyatt Regency

Academic Medical and Health Science Centers 2013 October 21-22 • Orlando, Florida • Gaylord Palms

College & University Science Facilities 2013 October 28-29 • Boston, Massachusetts • Westin Copley Place

Animal Research Facilities 2013 November 18-19 • Washington, D.C. • J.W. Marriott Pennsylvania Avenue

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