Research Facilities 2018Conference

April 26-27 Renaissance Boston Waterfront in Boston, Massachusetts

New directions for planning, design, and construction of labs and research support space

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It’s ALL changing fast – research processes, lab designs, workspace, support space, equipment demands, and infrastructure requirements.

Your organization’s labs and research facilities need to keep pace with these major planning issues:

1. Flexibility2. Support space3. Open, shared work environments4. Space allocation and utilization metrics 5. Shared resources6. Reduced capital expenditures7. Wet-damp-dry lab types8. Teaming, collaboration, and entrepreneurship9. Advanced mechanical systems and controls10. Sustainability

Attend this conference to forge valuable connections with peer research organizations and planning experts, and learn what is being done in terms of facility initiatives for the new directions in lab design, research work environments, space types, space utilization, systems, and costs – facility initiatives that address these new realities::

• Traditionally independent research programs and space are converging• Priorities have shifted toward shared core research resources and new research workspace

models• Lab renovations are on the rise; outdated labs won’t attract new recruits nor are they

collaborative• New space plans must be highly flexible and adaptable • Assigned space is decreasing; New space types are emerging• Engineering and computational space must be considered for all new projects; They are

now essential for all areas of research• Outdated, underutilized space must be reclaimed and repurposed• University-industry partnerships are changing lab configuration and design decisions• Legacy space allocation metrics are being revised or discarded• Shared equipment cores are reducing cost, improving recruitment, and increasing space

utilization• There is a major move toward open offices for research leadership and staff• The demand for new types of support space is increasing• Many research facility portfolios are underperforming – wrong type/outdated/underutilized

Make this a key planning event for your project team (capital project people, lab planners, facility planners, facility engineers, consulting architects and engineers, operations managers, and research group leaders) to get everyone on the same planning page with respect to the details, numbers, processes, and expectations. Consulting architects and engineers must register with their clients.

We look forward to seeing you in Boston this April.

Derek Westfall President Tradeline, Inc.

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

“You guys have set the bar very high. The quality of your speakers and the organization of your conferences are far superior to most other conferences I have attended. ”Bob Cowan Director of FacilitiesFred Hutchinson Cancer Research Center

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.

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Special Pre-Conference Course

Wednesday, April 25

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

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

Leaders:Chernoff Thompson Architects Russ Chernoff, Architect AIBC, MAAA, AIA, NSAA, – Founding Partner Naomi F. Gross, MAIBC, MAAA, NSAA – PartnerTreanorHL, Science and Technology Timothy Reynolds, PE – PrincipalHenderson 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. AIA HSW

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.

Cost for this course: $1,140 Fundamentals Course only

$1,000 with registration to the two-day conference April 26-27

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

Space is limited and enrollment is subject to approval.

What past attendees have said... Definitely will recommend. GREAT, GREAT, GREAT! I can’t think of a better way to comprehensively cover so much material in one day without breaking it down to specialty courses. This has been extremely useful for my purposes. Fabulous presentation. Great content. Managed to distill large topics into digestible segments. Thanks! Obviously all four presenters are knowledgeable professionals. They presented and explained excellent information in an excellent format. Thank you all for this session! Awesome job! All questions repeated. Panel all EXPERTS in their fields! All the presenters were excellent! Course provided valuable information. Nothing to tweak. Comprehensive, useful for people at a variety of levels of understanding and for those with a variety of backgrounds (project managers, academic senior leadership, engineers, etc.). Good learning workshop with touch points on new trends of shared facilities combined with learning and collaborative spaces. Wonderful course, many critical take-aways for me personally, and great knowledge across the entire building system. Great comprehensive overview. Thanks. All lecturers were well spoken, knowledgeable, and very personable. Great day of info, kept it fresh and moving. Did great with info for a WIDE range of people in the class. Excellent basic knowledge for designing a lab in a short class. This was an excellent course – well communicated, knowledgeable speakers, great handout book – good use of time. Thank you! Very worthwhile day-long program that served as a solid refresher for me and which I can share with my coworkers.

Facility Site Tour

Wednesday, April 25Site Tour: The Center for Integrated Life Sciences and Engineering (CILSE) at Boston University and Vertex Pharamceuticals HQ Check-in at tour desk in hotel lobby at 11:45 a.m.; Departs hotel at Noon; Returns to hotel at 4:45 p.m.

The Center for Integrated Life Sciences and Engineering (CILSE), Boston University The $140 million, 170,000-sf, nine-story research facility brings together life scientists, engineers, and physicians from the Boston University Medical and Charles River Campuses. The building is dedicated to systems neuroscience, cognitive neuroimaging, and biological design and includes shared, flexible lab spaces, and core labs with rare scientific equipment including a 3 Tesla MRI. It contains lab space for more than 160 researchers, postdoctoral students, and staff, as well as 270 graduate students within the Center for Systems Neuroscience, the Biological Design Center, the Center for Sensory Communication and Neuroengineering Technology, and the Cognitive Neuroimaging Center. AIA

Vertex Pharmaceuticals Corporate and R&D HQ, South Boston Waterfront Vertex Pharmaceuticals South Boston waterfront headquarters consists of two 16–story towers totaling 1 million square feet with approximately 40% laboratory and 60% office space. The facility serves as both Vertex’s Corporate and R&D headquarters and currently houses about 1,800 vertex staff, scientists and contractors. The buildings also feature a “learning lab,” with 3,000 square feet of classroom and lab space for use by local students, a cafeteria, fitness center, 300-person auditorium, and connecting bridge between the two towers. AIA

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

HAVE WRITTEN CONFIRMATION FROM TRADELINE IN ORDER TO ATTEND THE TOUR(S). • Site tour attendance is limited. Space on the site tour(s) will be filled on a first-registered, first-served basis.• No more than 5 people per organization will be confirmed on a tour.

• Failure to check-in at the tour desk in the lobby 15 mins. prior to departure time may result in your seat being forfeited to those on the stand-by list.• All tour participants must arrive at the site on the tour bus with the tour group. For security reasons, no one may meet the group at the tour site. • A $25 bus transportation fee will be charged to your registration fee. This fee is non-refundable for cancellations made within two weeks of the tour date.

Courtesy of Payette; © Chuck Choi

Courtesy of Payette; © Chuck Choi

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Facility Site Tour Conference Participants

Conference Speakers• AEI/Affiliated Engineers, Inc. • Allen Institute• Arup• AstraZeneca • Ballinger• Boston University • BR+A Consulting Engineers• Chernoff Thompson Architects• Children’s National Medical Center• Children’s Research Institute• CRB• Ennead Architects• Flad Architects• Henderson Engineers, Inc.• HOK • Jacobs• Jaros, Baum & Bolles

Conference Speakers• LEO A DALY• Merck & Co., Inc. • NAS Disaster Resilience Committee• NBBJ• NIST Community Resilience Program • North Carolina State University• Payette• Research Facilities Design• SmithGroupJJR• Stantec• TreanorHL, Science and Technology• University of Pennsylvania• University of Toronto• Vermeulens, Boston• Wilson Architects

Exhibitors• Air Master Systems• Ambient Air Technologies, LLC• asecos GmbH• Field Management Services, Inc.• FunderMax GmbH• Kewaunee Scientific Corp• Mott Manufacturing• New England Lab• OnePointe Solutions• Phoenix Controls• The Whiting-Turner Contracting Co.• Trespa North America• Vacuubrand, Inc.

Special Event Hosts• CPP, Inc.• Siemens Industry, Building

Technologies

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Wednesday, April 25Registration Sign-in/Continental Breakfast for Fundamentals Course 7:30 a.m. – 8:00 a.m.

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

*Facility Site Tour (must be pre-registered to attend) 12:00 p.m. – 4:45 p.m.

Hosted Dessert Reception; Registration Sign-In 7:30 p.m. – 8:30 p.m.

Thursday, April 26Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m.

General Session 8:30 a.m. – 10:55 a.m.Conference Overview Speakers: Merck & Co., Inc.; Allen Institute; North Carolina State University; University of Pennsylvania

Concurrent Forum Sessions 11:10 a.m. – 12:05 p.m.

A. Follow the entrepreneurial R&D organizations: Strategies for scaling up innovative lab and office workplaces

B. Legacy building renovation delivers cutting-edge entrepreneurial research environment C. Construction cost forecast and timing decisions for capital projects D. +The 21st century agricultural bioscience research facility: Application-driven

interdisciplinary powerhouse

Luncheon Hosted by 12:05 p.m.

Concurrent Forum Sessions 1:10 p.m. – 2:05 p.m.

E. iWork: New activity-based workplace standards applied to lab-office environments F. Adaptability is the answer: Planning for strategic recruiting and rapidly changing research

needs G. +Top HVAC technologies in modern research buildings: Implementation trends and results H. +R&D maker space reinvented: What types of space moves the dial on innovation

and creativity?

Concurrent Forum Sessions 2:20 p.m. – 3:15 p.m.

I. New scientific facility models for academic-industry partnerships J. Aging facilities, new science requirements: When and how to renovate K. Cost reduction strategies for construction and operation of research facilities L. +The future lab: Current and future drivers of change and their impacts on the

laboratory environment

General Session 3:45 p.m. – 4:15 p.m. Speakers: University of Toronto

Hosted Reception (Guests Welcome) 4:15 p.m. - 5:15 p.m.

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

Register with payment by March 23 and Save $200

TradelineInc.com

Agenda at a Glance

Register Now!

Special Events and Features:

Hosted Pre-Conference ReceptionWednesday; April 25, 7:30 p.m. Irish Coffees, cordials, and dessert. Attendees may sign in and pick up their conference materials at this time. Guests welcome.

Hosted ReceptionThursday; April 26, 4:15 p.m. - 5:15 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.

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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 AIA have been registered with the AIA/CES Record. Sessions marked with HSW qualify for HSW credit.

Friday, April 27Hosted Breakfast 7:15 a.m. – 8:00 a.m.

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

F. Adaptability is the answer: Planning for strategic recruiting and rapidly changing research needs

M. +Post-occupancy metrics and findings from Brigham and Women’s new research flagship: Building for Transformative Medicine

N. +Research facility sustainability: The four scales of effective action planning

General Session 9:15 a.m. – 10:10 a.m. Speakers: NAS/NIST; Children’s Research Institute

Concurrent Forum Sessions 10:35 a.m. – 11:30 a.m.

C. Construction cost forecast and timing decisions for capital projects K. Cost reduction strategies for construction and operation of research facilities O. +Design thinking for research facility projects without precedent

Concurrent Forum Sessions 11:45 a.m. – 12:40 p.m.

A. Follow the entrepreneurial R&D organizations: Strategies for scaling up innovative lab and office workplaces

J. Aging facilities, new science requirements: When and how to renovate P. +Laboratory chemical safety driving new approaches in research facility planning and

operations: What you need to know

Luncheon Hosted by 12:40 p.m.

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

B. Legacy building renovation delivers cutting-edge entrepreneurial research environment E. iWork: New activity-based workplace standards applied to lab-office environments I. New scientific facility models for academic-industry partnerships

General Session 2:55 p.m. – 3:40 p.m.Town Hall Knowledge Roundup

Adjourn 3:40 p.m.

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Thursday, April 26

The next-gen, open-plan research workplace launches at Merck Merck & Co., Inc.George Cusick – Executive Director of Global Engineering

In a big departure from its traditional research workplace designs, transparent next-gen open-plan shared labs and office arrangements are now appearing in new research facility projects at Merck. George Cusick examines what’s driving the change, and identifies the space and program productivity targets and culture change ramifications. He sets out Merck’s new interpretation of “cutting edge” multi-disciplinary research space, lab and support space strategies, space configurations that encourage collaboration and teamwork and support research processes spanning exploratory biology through early clinical development. He profiles the transition plan to bring dispersed groups into the new environment.

New research workplace features for life sciences research: Allen Institute’s high-throughput facility Allen InstitutePaul Wohnoutka – Senior Director, Operations

The new Allen Institute facility is purpose-built for multi-disciplinary team-based life science discovery, and is jam-packed with features befitting a high-throughput research model: custom-designed robotic systems, automation, open workspace, and computational space for high-powered computing hardware and software necessary for processing petabytes of data. Paul Wohnoutka sets out the program thinking behind the facility’s open floor plan, circulation, flexible laboratory space, and critical facility infrastructure features. He delivers findings and lessons learned from initial occupancy and shares operational strategies the Allen Institute uses to foster team interactions and reduce departmental silo mentalities.

The next generation of public-private partnerships for research and innovation North Carolina State UniversityStephen Briggs – Launch Director, Plant Sciences Initiative

It’s genetics. It’s robotics. It’s big data. North Carolina State University’s $160.2-million state-of-the-art Plant Sciences Research Complex will draw the brightest minds in academia, government and industry under one roof to develop team-based multidisciplinary solutions to pressing problems, including the effects of climate change. Steve Briggs sets out the program thinking behind the building’s 200,000 square feet of labs, offices, corporate lab/office suites, BSL 2/3 greenhouses, and support space. He examines a combined funding model leveraging grants, industry support, and bonds to fuel one of the largest investments of any kind in the university’s history and make North Carolina the Silicon Valley of agriculture.

The new rise of incubator facilities: Marketplace drivers, facility models, lifecycle, finances University of PennsylvaniaPaul Sehnert – Director of Real Estate Development

Incubator facilities are the trending fast track solution for taking academic research to commercial application: Fewer organizational politics hurdles, opportunities to tap into broader partner capabilities, the ability to “fail faster-cheaper,” and lower risk are just some of the plusses of this model. Paul Sehnert sets out the current best wisdom for commercializing intellectual property by leveraging entrepreneur-ship and emerging technologies. He delivers findings from University of Pennsylvania’s Pennovation Works facility on development, facility space plans and features, startup, growth, expansion, leases and anchor tenants, as well as financial models and occupant lessons learned.

Thursday and Friday, April 26-27

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Attend all of the General Sessions below

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Research lab renewal: High value features breathe new life into aging facilities University of TorontoScott Mabury, PhD – Vice President, University Operations

The $193-million Lab Innovation for Toronto initiative is funding the renewal of 546 labs across the university’s three campuses, delivering state-of-the-art research facility upgrades and creating a physical environment to foster collaboration and long-term growth. Scott Mabury illustrates how the funding is being allocated to extend the productive life of facilities up to 50 years old, from flooring and casework upgrades to complete lab renovations. He details enhancements to HVAC systems, BSL-2 lab space, and overall lab functionality that support the latest research models, improve space efficiency, and aid in recruitment goals.

Friday, April 27

Strengthening the disaster resilience of academic research infrastructure NAS Committee on Strengthening the Disaster Resilience of Academic Research CommunitiesKirk Pawlowski, M.ARCH, AIA, NCARB, LEED AP – Committee Member

NIST Community Resilience Fellow Chris D Poland, SE, NAE

A recently-released consensus study from the National Academies of Sciences, Engineering, and Medicine Committee has identified three areas of pressing need to protect the nation’s investment in research facilities: Develop a more resilient built environment, improve disaster response plans, and expand funding for resiliency. Committee Members Kirk Pawlowski and Chris Poland set out committee recommendations for research university resilience capacity building, capital tools and techniques, aligning research program needs with facility resiliency, and engaging key stakeholders at organizational, regional, and national levels. They preview how new building resiliency metrics sustainability standards may reshape project decisions and outcomes.

Research space densification metrics: The next evolution Children’s Research InstituteKerstin Hildebrandt, MSHS – Vice President, Research Administration

Children’s National Medical CenterCharles Weinstein, Esq. – Executive VP, Chief Real Estate and Facility Officer

Laboratory densification is a proven strategy to support research program growth until new facilities can be constructed, but what are achievable targets, and what does the change process involve? Kerstin Hildebrand and Charles Weinstein profile Children’s Research Institute’s open lab optimization initiative to deliver three to four years of productive research pre-construction. They set out lab space metrics and innovative ideas adopted from peers at previous Tradeline conferences which provided a starting benchmark, and the contextual wisdom and experience that fine-tuned the solution. They also illustrate how the results are now shaping Children’s new research facility.

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.

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Thursday and Friday, April 26-27

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

A. Follow the entrepreneurial R&D organizations: Strategies for scaling up innovative lab and office workplaces

JacobsHana Kolton Patsouris, LEED AP – Director of Laboratory Design Ellen Sisle, AIA, LEED AP BD+C – Principal, Director of Laboratory Planning

For many growing entrepreneurial R&D companies, the lab/office workplace is an opportunity to define and announce their work culture – energetic, open and connected, collaborative and innovative. Ellen Sisle and Hana Kolton Patsouris examine case studies of successful entrepreneurial R&D spaces and identify emerging design themes, traits, layouts, and metrics, and how they compare to similar space at larger, more mature organizations. They illustrate alternative strategies for office space at small and large entrepreneurial companies and new solutions that blur the boundaries between labs and offices, and set out solutions for successfully scaling up these environments while maintaining a startup culture. AIA HSW

Thursday 11:10 a.m. – 12:05 p.m. | Friday 11:45 a.m. – 12:40 p.m.

B. Legacy building renovation delivers cutting-edge entrepreneurial research environment

Ennead ArchitectsLois E. Mate, AIA – Associate Partner

Jaros, Baum & BollesAnthony Montalto, PE, LEED AP – Associate Partner

Renovation of an occupied 1929 manufacturing building has provided New York Stem Cell Foundation’s new Research Institute with consolidated administrative offices, scientists’ workstations, wet bench and specialty core labs in a single, collaborative environment. Session leaders connect the institute’s collaborative goals with programming, planning, and layout decisions, and survey the design and engineering solutions employed including high-performance mechanical equipment and infrastructure solutions for ultra-clean research technologies. They set out project execution strategies, identify lessons-learned, and illustrate how the innovative repurposing has jumpstarted development of a collaborative research hub for Life Sciences. AIA HSW

Thursday 11:10 a.m. – 12:05 p.m. | Friday 1:45 p.m. – 2:40 p.m.

C. Construction cost forecast and timing decisions for capital projects

Vermeulens, BostonJames Vermeulen, PQS, LEED AP, Construction Economist – Managing Principal Karima Maloney, LEED AP – Senior Project Manager

Mounting pressure on construction costs will impact all science facility projects on the drawing boards, both new construction and renovations. Attend this session to get better pricing and more accurate budget figures, and better understand construction cost drivers for different academic science programs. James Vermeulen and Karima Maloney deliver up-to-date construction cost forecasts based on government spending trends, commodity prices, and cost data from more than 100 projects. Using analyses of equities, GDP, and construction labor markets, they illustrate regional construction pricing targets for the next two years, and demonstrate bid and purchasing strategies that lock in costs and reduce risk. AIA

Thursday 11:10 a.m. – 12:05 p.m. | Friday 10:35 a.m. – 11:30 a.m.

D. The 21st century agricultural bioscience research facility: Application-driven interdisciplinary powerhouse

Flad ArchitectsChuck Mummert, AIA, LEED AP – Principal

North Carolina State UniversitySteve Briggs – Launch Director, NC Plant Sciences Initiative

New answers are required to solve the grand challenge of global food security, and new research facility concepts that eliminate silos and create out-of-the-box thinking are required to prevail. Chuck Mummert and Steve Briggs illustrate how a field application oriented convergence of plant health and production, food security, bio-based fuels, clean energy, pharmaceutics, and environmental conservation are driving unique programming and design criteria for state-of-the-art corporate and institutional Ag Bioscience facilities. They profile leading corporate, institutional, and academic examples, detail optimal planning metrics, space layouts, and space assignments, and demonstrate what facility flexibility, adaptability, and scalability mean in this context. AIA HSW

Thursday 11:10 a.m. – 12:05 p.m.

“I’d strongly recommend anyone in my position as an academic – if they are planning a new building, they need to come to Tradeline.” Michael Antolin, PhD Professor and Chair, Department of Biology,Colorado State University

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Forum Sessions

E. iWork: New activity-based workplace standards applied to lab-office environments

HOK Tim O’Connell – Principal | Regional Leader, Science + Technology

AstraZeneca Martin Sharpless, AIA – Project Director, Research and Development, Global Engineering and Real Estate

The transformative effects of modern workplace initiatives are now impacting the research environment, and the benefits of collaboration, resource sharing, and efficient operations are being realized. Tim O’Connell and Martin Sharpless chart the process of implementing AstraZeneca’s iWork standard to consolidate five different groups, and promote innovation, knowledge transfer, collaboration, and operational value while meeting tight square-footage requirements. They identify planning pitfalls and highlight solutions for consensus building, and they illustrate new plans for on-site space and equipment sharing, platforms for corporate-wide sharing across multiple locations, integrating research teams with compliance and sales, and an array of shared amenities. AIA HSW

Thursday 1:10 p.m. – 2:05 p.m. | Friday 1:45 p.m. – 2:40 p.m.

F. Adaptability is the answer: Planning for strategic recruiting and rapidly changing research needs

PayetteCharles Klee, AIA, LEED AP – Principal

Boston University Amy Barrett – Assistant Provost, Academic Space Planning

With reduced funding for capital projects and fierce competition for strategic hires, it’s no longer affordable to onboard researchers triggering costly, customized renovations – facilities must be designed to adapt to changing needs without overinvesting. Charlie Klee and Amy Barrett detail adaptability features for Boston University’s Center for Integrated Life Sciences and Engineering which brings together life scientists, engineers, and physicians with shared workspace, flexible labs, and shared core research space. They chart a planning process which identifies programmatically dependent constituents, differentiates between optional and essential relationships, and addresses the adaptability challenge from initial concept through project execution. AIA HSW

Thursday 1:10 p.m. – 2:05 p.m. | Friday 8:05 a.m. – 9:00 a.m.

G. Top HVAC technologies in modern research buildings: Implementation trends and results

AEI/Affiliated Engineers, Inc.Paul Erickson – Principal Steve Frei – Principal

Leading institutions have embraced the latest engineering technologies and raised the bar for research building performance, but how are these solutions being implemented and with what real-world results? Steve Frei and Paul Erickson survey mechanical systems technology innovations now appearing in research facilities coming online including chilled beams, radiant panels/chilled sails, energy recovery wheels, enhanced runaround loops, auto-sash closers, dynamic ventilation controls, and variable exhaust with active wind monitoring. They deliver the results of a recent owner-satisfaction survey and set out lessons learned. AIA HSW

Thursday 1:10 p.m. – 2:05 p.m.

H. R&D maker space reinvented: What types of space moves the dial on innovation and creativity?

BallingerJonathan Friedan, PE, LEED AP – Principal Stephen Bartlett, AIA, LEED AP – Associate Principal

University of PennsylvaniaPaul Sehnert – Director of Real Estate Development

Innovation hubs, maker space, incubators, research parks: These are the many faces of R&D space for researchers, entrepreneurs, tinkerers, technologists and artists looking to translate ideas into viable ventures. This session answers the question: “What contributes to the success of these emerging environments?” Speakers identify current marketplace trends and distill the must-have features and pitfalls to avoid. They detail the Pennovation Works project at UPenn and UMBC’s Interdisciplinary Life Science Building to identify programs, tenant types, tools and facility features that maximize flexibility, and they identify engineering system solutions that minimize pre-investment. AIA HSW

Thursday 1:10 p.m. – 2:05 p.m.

I. New scientific facility models for academic-industry partnerships

Research Facilities DesignLloyd E. L. Fisk, AIA, LEED AP – Principal Erik W. Terry, LEED AP – Laboratory Consultant

Academic-industry partnerships are on the rise, with multiple models necessitating highly specialized facility solutions for the accelerated “discovery-to-market” mission. Lloyd Fisk and Erik Terry examine five emerging partnership modalities and the resulting research facility planning and design concepts that have evolved to accommodate them. They profile recent case studies including the Bradley University Convergence Center, the University of Delaware Interdisciplinary Science Building, and the UNC Marine Biology Research Center, and they distill best practices for space types, building arrangements, space access requirements, and fit-out strategies. AIA HSW

Thursday 2:20 p.m. – 3:15 p.m | Friday 1:45 p.m. – 2:40 p.m.

J. Aging facilities, new science requirements: When and how to renovate

Wilson Architects Bill Wilson, FAIA – Principal

BR+A Consulting EngineersCris Copley – Principal

Research program requirements are quickly evolving while research facilities keep getting older. What solutions are proving successful in keeping science facilities competitive: renovation, new construction, or a combination? In this session, Bill Wilson and Cris Copley examine highly successful S+T renovations, and explain the technical, logistical and economic decision processes leading to a successful renovation solution. They examine pros and cons of six different renovation investments, detail solutions for the swing space problem, and illustrate how proactive renewal/new construction portfolio-based strategies are being productively employed by multiple institutions. AIA HSW

Thursday 2:20 p.m. – 3:15 p.m | Friday 11:45 a.m. – 12:40 p.m.

K. Cost reduction strategies for construction and operation of research facilities

StantecDavid R. Linamen, PE, CEM, LEED AP – Vice President Paul M. Pohlod, PE, LEED AP BD+C – Principal Scott P. Sukits, PE, LEED AP – Senior Associate

Over half of research laboratory construction costs can be attributed to mechanical, electrical, and plumbing systems, and facility operating costs will quickly eclipse the total cost of construction. But there are new solutions for saving capital dollars and operating expenses: modular MEP systems planning, efficient and flexible systems design, prefabricated MEP building components, heat recovery and reduced ventilation technology, and more. Session leaders examine several project examples and demonstrate the latest research facility infrastructure technology, and they detail mechanical and electrical system designs that set new standards for energy conservation and reduced operating costs. AIA HSW

Thursday 2:20 p.m. – 3:15 p.m | Friday 10:35 a.m. – 11:30 a.m.

L. The future lab: Current and future drivers of change and their impacts on the laboratory environment

SmithGroupJJRAdam Denmark, AIA, LEED AP BD+C – Director of Lab Planning Stephen Palumbo, AIA, LEED AP BD+C – Science & Technology Studio Leader

This session digs deep into new scientific trends, emerging technologies, and the economics that will shape the designs of research laboratory environments in the coming decades. Steven Palumbo and Adam Denmark examine the human and hardware drivers of change and their impacts on the laboratory environment including technology, synergies, collaboration, funding, work processes, and sustainability. They extrapolate ramifications for the built environment, both current facilities and new construction, and weigh resiliency and risk mitigation strategies for the research community to leverage as they look to the future. AIA HSW

Thursday 2:20 p.m. – 3:15 p.m.

Forum Sessions (continued)

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M. Post-occupancy metrics and findings from Brigham and Women’s new research flagship: Building for Transformative Medicine

NBBJPaula Buick, RN, CLSS – Director Healthcare and Health Sciences Planning

The 675,000-sf Building for Transformative Medicine at Brigham and Women’s Hospital – the nation’s second highest recipient of NIH funding – houses clinicians, scientists, and patients for the purpose of fast-tracking therapies in neurosciences, rheumatology, immunology, and musculoskeletal health. In this session, Paula Buick provides post-occupancy evaluation observations and metrics to validate and suggest corrections on bench and computational space, building performance, operational expectations, recruitment and retention, and the impacts of collocation and adjacencies. She reviews outcomes from decisions on flexibility and adaptability, and reveals survey responses on occupant experience related to office, administration, and staff support work space. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

N. Research facility sustainability: The four scales of effective action planning

CRBMary Carroll, AIA, NCARB, LEED AP – Core Team Leader - Science + Technology Scott McNallan, AIA, LEED AP BD+C – Lead Design Architect Brian Rebuck, AIA, NCARB, LEED AP – Senior Project Architect

With 2020 carbon footprint reduction commitments looming, new “energy hog” research facility initiatives are non-starters, and sustainable research center planning now starts with the 2,000-foot view. Session leaders illustrate four prerequisites for research facility sustainability: gap analysis at the master plan levels, sustainable energy generation, opportunities and synergies in utility distribution, and at the building level: energy savings from building designs, envelopes, and building systems. They profile a recent case study and set out decision-making criteria for each phase and scope. AIA HSW

Friday 8:05 a.m. – 9:00 a.m.

O. Design thinking for research facility projects without precedent

LEO A DALYSteven Andersen, AIA, LEED AP BD+C – Senior Architect

Projects without precedent are critical for innovation, allowing a depth of study not previously achievable, posing and answering questions that can change the way we see the world. These highly complex, resource-intensive, one-off projects require a different, more intensive design, planning, and stakeholder engagement approach, highly evolved risk management strategies, and on the owner side: vision and determination. Steven Andersen profiles recent work with top universities to develop astrophysics labs a mile underground in the Sanford Underground Research Facility. He scopes out a logistics planning and design-thinking approach that will equip organizations, institutions, and universities to approach ambitious projects with greater confidence. AIA HSW

Friday 10:35 a.m. – 11:30 a.m.

P. Laboratory chemical safety driving new approaches in research facility planning and operations: What you need to know

ArupJonathan Eisenberg – Associate Principal

Regulations and licensing for the use and storage of lab chemicals may shape not only the operational plans but also the design of your research facility. Jon Eisenberg sets out ten big chemical-related challenges that research organizations need to resolve when planning storage and support space, vertical distribution of research activities in the facility, materials management, and ventilation solutions. He details particular requirements and solutions for flammable liquids, combustible powders, hydrogen and carbon dioxide use, processes for risk assessment and mitigation, and must-do actions for specific regions and jurisdictions. AIA HSW

Friday 11:45 a.m. – 12:40 p.m.

Register at www.TradelineInc.com

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

“Your conferences represent the premier forum in the world for lab design, and it has always been professionally rewarding, as well as an honor, to participate.”William F. Wilson AIA PrincipalWilson Architects

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Registration:Conference Registration Fees*Registration fees with payment by 3/23/18 $1890 for single registration $1740 each for groups of 2 or more

Registration fees after 3/23/18 $2090 for single registration $1940 each for groups of 2 or more

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

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

Pre-Conference TrainingFundamentals of Planning and Design of Research Labs and MEP Systems

$1140 Stand-alone course $1000 with full conference participation

Facility Site Tour$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 Renaissance Boston Waterfront Hotel. For registrations received by March 30, 2018 Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After March 30 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 $309/night, single or double occupancy. A limited number of rooms are available at the government per diem rate for 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 Renaissance Boston Waterfront Hotel is 3 miles from Boston Logan International Airport. City taxis or shuttles are readily available from all airport terminals.

Registration and Accommodations

The conference will be held at:

Renaissance Boston Waterfront Hotel606 Congress St. Boston, MA 02210

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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:

* International Attendee DiscountA $250 discount will be applied to the 2-day full conference registration fee for non-U.S. residents traveling from outside of the U.S.

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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 23 and Save $200! Payment by 3/23/18* Full price* Single Registration ❑ $1,890 ❑ $2,090 Team Registration Discount** ❑ $1,740/Attendee ❑ $1,940/Attendee

**Name of other team registrant(s) ____________________________________________________________

3. Conference Add-Ons:Wednesday, April 25 Fundamentals of Planning and Design of Research Labs & MEP Systems ❑ $1,140 ❑ $1,000 with registration to the full 2 day conference April 26-27 ❑ $25 Tour CILSE at Boston University and Vertex Pharmaceuticals HQ

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 Renaissance Boston Waterfront Hotel through Tradeline only.❑ Yes, please reserve a room for me. Arrival Date: ____________ Departure Date: ___________________❑ Single occupancy ($309/night +14.45% room tax) ❑ Double occupancy ($309/night +14.45% room tax)❑ Government rate ($267/night at press time) - A limited nubmer of rooms are available for U.S. federal Government employeesSpecial Requests***: _________________________________________________________________________❑ No, I will not require a hotel reservation.

Registration and Accommodations Registration Form

*International Attendee Discount: A $250 discount will be applied to the 2-day full conference registration fee for non-U.S. residents travelling from outside of the U.S.

**Team Discount pricing above applies to groups of 2 or more. For teams of 5 or more please call Tradeline for additional discount availability.

***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 re-funds will be given within 5 days of the event.

Research Facilities 2018 ConferenceApril 26-27 • The Renaissance Boston Waterfront Hotel • Boston, MA

Fax925.254.1093 From outside the U.S. 1.925.254.1093

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

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College and University Science and Engineering Facilities 2018 - SPRINGApril 23-24 Boston, MA

Research Facilities 2018April 26-27 Boston, MA

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Facility Strategies for Animal Research and Biocontainment November 5-6 St. Petersburg, FL

College and University Science and Engineering Facilities 2018 - FALLNovember 15-16 San Diego, CA

2018 Conferences

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