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April 8-9, 2013 Hilton San Diego Resort on Mission Bay San Diego, CA The Lean Facility Lifecycle 2013 Conference Integrated management solutions for planning, construction, operations, and space Plus! Pre-Conference Training April 7 Fundamentals of Lean Construction and Integrated Project Delivery (IPD) In cooperation with:
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Page 1: The Lean Facility Lifecycle 2013 Conference

April 8-9, 2013Hilton San Diego Resort on Mission BaySan Diego, CA

The Lean Facility Lifecycle 2013 ConferenceIntegrated management solutions for planning, construction, operations, and space

Plus! Pre-Conference Training April 7Fundamentals of Lean Construction and Integrated Project Delivery (IPD)

In cooperation with:

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his conference is about the new processes, technologies, management tools, and organizational concepts now being used by leading corporations and institutions to deliver the Big Five in performance results for facilities and capital programs:

1. Reduced waste in facility operations and capital processes2. Higher space utilization3. Better, higher-yield financial decisions4. Faster, more streamlined project execution5. Bottom-line financial savings in operating costs and capital spend

Here you’ll learn the details on how these new performance results are being achieved with:

• The implementation of Lean processes• New space planning processes and standards• BIM for facilities management• New variations of the Integrated Project Delivery (IPD) model• Improved data and data collection methods • New performance metrics and analytical techniques• Aggressive carbon-footprint reduction programs• Strategies, policies, and tools for energy-use-reduction• Sustainability programs with minimum capital• Contracting models that raise contractor efficiency• Cloud-based systems for facility management and space utilization• Cost-forecast-based bids and strategies for capital projects

Attend as a team to make this meeting an integral part of your 2013 management strategy to get your planners and leaders on the same plan of action for growth, efficiency improvement, and bottom-line financial performance.

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

T

Solutions for success in planning, constructing, and operating facilities

Derek Westfall President Tradeline, Inc.

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

Who Should Attend?

This conference is open to all who are involved in the facility plan-design-build-operate lifecycle: senior facilities management and capital program executives (private industry, academic, and government organizations), architects, designers, contractors, consultants, financial managers, and software and product vendors.

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

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7:30 a.m. – Registration/Continental Breakfast 8:00 a.m. – 4:45 p.m.; a total of 6 hours of instruction

Leaders: Lean Project Consulting, Inc. Hal Macomber – Principal

JE Dunn Construction Company Rebecca Bettler – National Director of Lean Construction

What you will learn: Participants will come away with a basic understanding of the vocabulary, concepts, processes, tools, and team protocols needed to implement Lean construction and Integrated Project Delivery (IPD).

Who should attend: Professionals involved in planning, design, construction, and operation of facilities who have minimal experience in the concepts and implementation of Integrated Project Delivery and Lean Construction. All A/E/C industry professionals are welcome to attend this course.

Agenda:Lean Principles, Lean Thinking, and the Toyota Production System

Setting up the project for success: Vocabulary you need to know, an introduction to Lean, defining value and performance goals, mapping the process, Last Planner® and building a network of commitments.

Virtual Design and Construction

Designing to a target budget and virtual design and construction as they enable Lean Construction and Integrated Project Delivery teams.

Integrated Project Delivery

Part I - Developing a high-performance team: Organizing the team, when to bring on team members, different types of relational agreements, turning language into action.

Part II - Putting all of the pieces together: Lean thinking and practices, Integrated Project Delivery, and virtual design and construction.

Space is limited and enrollment is subject to approval.

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

Cost: $1040 Fundamentals Course only

$900 with registration to the two-day conference April 8-9 (Fees include course materials, continental breakfast, refreshment breaks, lunch)

Tradeline Pre-Conference Course

Sunday; April 7, 2013

The Fundamentals of Lean Construction and Integrated Project Delivery

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Conference Participants

Speakers• AEC Infosystems, Inc.

• ARC/Architectural Resources Cambridge

• Balfour Beatty Construction

• Brigham and Women’s Hospital

• California Community Colleges Chancellor’s Office

• California Institute of Technology

• CDV Systems, Inc.

• CloudLeaps, Inc.

• CO Architects

• CodeBook Solutions

• Columbia University Medical Center

• DPR Construction

• Flad Architects

• FMI Corporation

• Gilbane Building Company

• Harvard University

• Hickling & Associates

• I-Emerge

• JE Dunn Construction Company

• Lean Construction Institute

• Lean Project Consulting, Inc.

• NBBJ

• Onuma, Inc.

• Rider Levett Bucknall

• Skanska USA Building, Inc.

• Southland Industries

• Stantec Architecture Ltd.

• Suffolk Construction Company

• The Ohio State University

• The S/L/A/M Collaborative

• Tocci Building Corporation

• University of Wisconsin, Madison

• Wayne State University

• Wing Memorial Hospital and Medical Centers

Special Event Host• Strobic Air Corp.

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Conference Speakers

Julian A. J. Anderson, RLB, NAPresidentRider Levett Bucknall

Rebecca BettlerNational Director of Lean ConstructionJE Dunn Construction Company

Geoff Camp, LEED AP BD+CVirtual Construction EngineerGilbane Building Company

Peter CampotPresident Healthcare and Chief Innovation OfficerSuffolk Construction Company

Jim CowellAssociate Vice President for FacilitiesCalifornia Institute of Technology

Dianne Davis, CSIPresidentAEC Infosystems, Inc.

Thomas Demko, CSIPrincipalStantec Architecture Ltd.

Mark Dolny, AIA, LEED APAssociate PrincipalARC/Architectural Resources Cambridge

Rachel Futrell, CEM,CEP,LEED AP O+MAssociate Director, Energy Management & SustainabilityColumbia University Medical Center

John GouldAssociate Director of Facilities ServicesTocci Building Corporation

Laura HandlerDirector of VDCTocci Building Corporation

Frederick E. HarrisAssistant Vice Chancellor, College Finance & Facilities PlanningCalifornia Community Colleges Chancellor’s Office

Duane G. HicklingManaging PrincipalHickling & Associates

Atul KhanzodeDirector of Construction TechnologiesDPR Construction

Jennifer T. Knudsen, AIA, LEED AP BD+CAssociate PrincipalCO Architects

Alexander Korter, RIBA, LEED AP BD+CSenior AssociateCO Architects

Hal MacomberPrincipalLean Project Consulting, Inc.

David D. Neal, AIA, ACHAPrincipalThe S/L/A/M Collaborative

John S. Nelson, PEConsultant & Adjunct ProfessorUniversity of Wisconsin, Madison

George NolanVice President, Support Services Wing Memorial Hospital and Medical Centers

Joe O’FarrellSenior Project ManagerBrigham and Women’s Hospital

Kimon G. Onuma, FAIAPresident and FounderOnuma, Inc.

Andreas PhelpsIntegrated Projects ExecutiveBalfour Beatty Construction

Dean PoillucciSenior Vice President, PreconstructionSkanska USA Building, Inc.

Joe PorostoskySenior Manager, Facilities Information and Technology ServicesThe Ohio State University

Victor SanvidoSenior Vice PresidentSouthland Industries and Chairman, LCI

Natalie J. SayerPrincipalI-Emerge

Gregg M. SchoppmanPrincipalFMI Corporation

James R. SearsAssociate Vice President, FacilitiesWayne State University

Reid R. SenescuFounder and CEOCloudLeaps, Inc.

Laura S. Serebin, AIA, LEED APPrincipalFlad Architects

Tom Sieniewicz, AIAPartnerNBBJ

Randell SmithGCS Area ManagerGilbane Building Company

Ed SzwarcExecutive VP/General ManagerSkanska USA Building, Inc.

Cyril D. VerleyPresident and CEOCDV Systems, Inc. and COOCodeBook Solutions

Tom WatsonRegional BIM/VDC DirectorSuffolk Construction Company

Derek G. WestfallPresidentTradeline, Inc.

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

Alexander K. Wing, AIA, LEED APPrincipalStantec Architecture Ltd.

Gary YoungerDirector of Project ControlsHarvard University

Jeffrey C. Zutz, AIA, LEED APManaging PrincipalFlad Architects

EYP ©Robert Benson Photography

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Sunday; April 7, 2013

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

* Fundamentals of Lean Construction and Integrated Project Delivery (IPD) 8:00 a.m. – 4:45 p.m.

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

Monday; April 8, 2013

Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m.

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

Conference Overview

Speakers: Southland Industries / Lean Construction Institute; The Ohio State University; Wing Memorial Hospital; Skanska USA Building, Inc.

Concurrent Forum Sessions (Choose 1) 11:05 a.m. – 12:00 p.m.A. Case study on using BIM to increase operational efficiency, lower costs, and

streamline maintenance

B. Improved space utilization processes and Lean designs that reduce operating cost

K. Details on the management of AECO teams and Big Room dynamics for successful Lean projects

Hosted Luncheon 12:00 p.m.

Concurrent Forum Sessions (Choose 1) 1:05 p.m. – 2:00 p.m.E. + BIM for facility operation cost reduction: Critical details for success

G. Get Lean Construction project value without the multiparty IPD contracts

I. New project values, targets and metrics for Lean project timelines

Concurrent Forum Sessions (Choose 1) 2:15 p.m. – 3:10 p.m.C. BIM to FM: Data collection, technology, and skills you need to reduce operating costs

J. How to keep fast project timelines from compromising quality, design intent, and sustainability

L. +Lean Construction: The new standard, and the facility lifecycle performance bottom-line

General Session 3:30 p.m. – 4:45 p.m.

Speakers: Wayne State University; California Community Colleges/Onuma, Inc.; University of Wisconsin, Madison

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

Hosted ReceptionMonday; April 8, 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/LEAN2013Register with payment by

March 8 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 13 Continuing Education Hours (CEHs) available at this conference. Sessions marked with the AIA CES logo have been registered with the AIA/CES Record. AIA Sessions qualifying for HSW credits are marked with a HSW mark.

Tuesday; April 9, 2013

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

Concurrent Forum Sessions (Choose 1) 8:05 a.m. – 9:00 a.m.D. + Lean principles, innovative technology, and sustainability maximize lifecycle value

and performance

H. + New requirements for integrating BIM into your capital program work processes

M. + Raising the bar for contractor efficiency and productivity with Lean Six Sigma

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

Speakers: CDV Systems /CodeBook Solutions; Columbia University Medical Center

Concurrent Forum Sessions (Choose 1) 10:35 a.m. – 11:30 a.m.B. Improved space utilization processes and lean designs that reduce operating cost

F. + Strategies to optimize facilities condition and maximize value of facilities capital investments

J. How to keep fast project timelines from compromising quality, design intent, and sustainability

Concurrent Forum Sessions (Choose 1) 11:45 a.m. – 12:40 p.m.C. BIM to FM: Data collection, technology, and skills you need to reduce operating costs

G. Get Lean Construction project value without the multiparty IPD contracts

N. + Your first IPD project: What you need to know to succeed

Hosted Luncheon 12:40 p.m.

Concurrent Forum Sessions (Choose 1) 1:45 p.m. – 2:40 p.m.A. Case study on using BIM to increase operational efficiency, lower costs, and streamline

maintenance

I. New project values, targets and metrics for Lean project timelines

K. Details on the management of AECO teams and Big Room dynamics for successful Lean projects

General Session 2:55 p.m. – 3:40 p.m.

Open Forum/Town Hall Meeting

Adjourn 3:40 p.m.

+Presented at this time only.

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

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Monday; April 8, 2013

The Lean facility advantage for capital projects, operation, and space managementSouthland IndustriesVictor Sanvido – Senior Vice President and LCI Chairman

Reduced capital and operating costs, better and more predictable project outcomes, increased competitiveness, faster speed to market, and improved sustainability – these are the results that Lean processes are delivering for leading project teams and facility management groups in the face of disruptive industry change. Victor Sanvido illustrates how Lean tools, technologies, and a “whole life” view of facility assets are being used to optimize project decisions and budgets, improve profitability for all stakeholders, and deliver sophisticated, efficient, and maintainable facilities. He also profiles recent financial and legislative developments that should inform project plans and timelines.

BIM for existing buildings: Processes, priorities, and ROI performanceThe Ohio State UniversityJoe Porostosky – Senior Manager, Facilities Information and Technology Services

To improve operating efficiency and get actionable “smart building” data from existing facility portfolios, moving from legacy CAD drawings to Building Information Models (BIM) is a must – and here you’ll see what it takes to make that happen. Joe Porostosky examines the business case for modeling legacy facilities, and he sets out a framework for prioritizing modeling efforts for quick, high-ROI early wins. He profiles Ohio State’s CAD to BIM initiative, reveals lessons learned on project execution, and profiles results in terms of smarter, faster space management decisions, cost savings, and revenue creation.

Making the change to IPD: Rationales, roadblocks, resolutions, results Wing Memorial Hospital and Medical CentersGeorge Nolan – Vice President, Support Services

This case study illustrates why owners are shifting to Integrated Project Delivery (IPD) to escape inefficiencies and costs associated with traditional delivery processes, and what it takes organizationally to make the change. George Nolan profiles a small Cancer Center expansion project that provided an opportunity for Marlborough Hospital to test out IPD. He examines improved value expectations, and illustrates solutions for overcoming internal objections and roadblocks that will better equip others to launch their first IPD project. As completion nears, he reveals findings on project innovation, time and cost savings.

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, Preconstruction

Modular construction offers three big advantages for today’s demanding project environment: reduced construction timelines, faster facility commissioning, and cost efficiency. Ed Szwarc and Dean Poillucci profile the use of modular construction to deliver a state of the art 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.

Facility operating efficiency KPIs and improvement toolsWayne State UniversityJames R. Sears – Associate Vice President, Facilities

Key performance metrics for facility operating and maintenance groups provide critical data for decisions on Lean process initiatives, productivity-enhancing facility upgrades, and timing of capital projects – all critical factors in optimizing facility life cycle costs. Jim Sears profiles Wayne State University’s twenty-six performance indicators for facility management, maintenance, and capital projects, and he charts the effects that service process optimizations and innovations have had on worker efficiency, work order cycle time reduction, and cost savings. He highlights the use of mobile technology, building intelligence upgrades, and sustainability programs to drive bottom-line results.

Cloud-based intelligence for facility condition management and improved space utilizationCalifornia Community Colleges Chancellor’s OfficeFrederick E. Harris – Assistant Vice Chancellor, College Finance & Facilities PlanningOnuma, Inc.Kimon Onuma, FAIA – President and Founder

This session examines the facility management tactical advantages and value proposition for moving enterprise-wide real estate, space, and facility condition data to cloud-based Internet servers. Fred Harris and Kimon Onuma profile California Community College’s use of Building Information Models (BIM) and Geographical Information Systems (GIS) to increase space utilization, minimize the program impact of deferred maintenance, and reduce capital construction requirements. They scope out implementation and staffing requirements and workflows, reveal lessons learned from system deployment and use, and illustrate cost savings and mission efficiencies achieved to-date.

Monday and Tuesday; April 8-9 Attend all of the General Sessions below

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Monday and Tuesday; April 8-9 Attend all of the General Sessions below

Tracking the true Lean metrics for facility life cycleUniversity of Wisconsin, MadisonJohn S. Nelson, PE – Consultant & Adjunct Professor

Suitability for purpose throughout the facility life cycle – that’s where real the real value of the built environment is determined. John Nelson describes the disconnect between owner and project team definitions of project success – even in IPD projects – and challenges traditional thinking & metrics in the making stage (design and construction). He illustrates the use of new metrics to facilitate the highest value in the operating & using stages, to tie project team decisions to long-term owner business goals, to ensure that the right things get measured, and keep the team accountable for the ultimate life cycle performance.

Tuesday; April 9, 2013

BIM for lifecycle facility management: Capture the right data, the right way, at the right timeCDV SystemsCyril Verley – CDV Systems President and CodeBook Solutions COO

This session profiles business cases and implementation strategies being used by leading organizations to get real-world, whole lifecycle operating value from BIM and CAD models. Cyril Verley examines the big cost savings and efficiency improvement opportunities that new data structures and technologies have brought to the table, and demonstrates the use of Lean construction processes to capture details that facility operations and maintenance can use. He illustrates best practices for streamlining commissioning processes, leveraging mobile technology in the field, and connecting with current facility and space management systems.

Carbon footprint reduction strategies for high powered facility portfoliosColumbia University Medical CenterRachel Futrell, CEM, CEP, LEED AP O+M – Associate Director, Energy Management and Sustainability

New solutions for aggressive carbon footprint reduction are required to meet sustainability commitments in the face of current budget limitations, competing capital expenditures, and increasing energy demands for mission-critical facilities. Rachel Futrell sets out Columbia University Medical Center’s plans to reduce facility carbon emissions by 30% by 2025 without compromising high-value clinical research programs or business operations. She examines rationales for facility life cycle decisions weighing capital investment against reallocation, and changes to the physical environment, infrastructure, technology, and personnel behavior which have already reduced emissions by 12%.

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

In this closing session of the conference you’ll learn details from conference participants on new initiatives, successes, and lessons learned involving business models for buildings and operations, integrated planning processes, Lean processes, space management, applications of BIM for operations, lifecycle planning and management, Total Cost of Ownership, and more. Also, this is an opportunity to put specific questions that you may have to the group for a group response. This session captures audience testimony with live, big-screen, computerized note-taking to build a useful body of information on key and problematical issues. Session notes will be sent to all attendees.

Attend all of the General Sessions below

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“Your team does a great job. This is one of the most organized and value added conferences I’ve attended.“J. Scott RyanCorning Incorporated

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Streamlined Facility Operations & Management (A-F)

A. Case study on using BIM to increase operational efficiency, lower costs, and streamline maintenanceARC/Architectural Resources CambridgeMark Dolny, AIA, LEED AP –Associate PrincipalSuffolk Construction CompanyTom Watson – Regional BIM/VDC Director

Lower operating costs, better and lower-cost renovations, and greater facility flexibility – those are just a few of the post-construction promises of Building Information Modeling (BIM) for any building type, hi- or low-tech. Here, session leaders demonstrate the use of BIM models developed during design and construction to improve the control of building systems, raise the quality of data available to facilities management and operations teams, and streamline maintenance tasks and future renovations and additions. They profile BIM-for-operations implementation and results at UMASS Medical School along with lessons learned and staff training requirements to plan for. AIA

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

B. Improved space utilization processes and Lean designs that reduce operating costStantec Architecture Ltd.Thomas Demko, CSI – PrincipalAlexander K. Wing, AIA, LEED AP – Principal

The thesis of this session is that optimization of space and workflows offers a huge opportunity for cost reduction through reduced energy use, lower-cost infrastructure design, streamlined maintenance practices, and capital construction avoidance – bottom line: higher space productivity. Tom Demko and Alex Wing demonstrate the use of key performance indicators for work schedule analysis and optimization, Lean facility designs that leverage streamlined work flows, and management techniques that identify and correct wasteful planning and operating practices. They profile application of “just in time” system demand response to increase facility throughput in research, clinical, and academic facilities. AIA

Monday 11:05 a.m. – 12:00 p.m. | Tuesday 10:35 a.m. – 11:30 a.m.

C. BIM to FM: Data collection, technology, and skills you need to reduce operating costsGilbane Building CompanyRandell Smith – GCS Area ManagerGeoff Camp, LEED AP BD+C – Virtual Construction Engineer

Specific details of construction data-capture processes are what will determine operating cost reduction and facility management capabilities for years to come. Randy Smith and Geoff Camp set out a leaner, more efficient means of collecting facility data that saves time and money over more traditional methods, with Building Information Modeling as a critical component of the solution. They define the data sets that must be captured during design and construction, outline strategies to seamlessly integrate captured data into FM systems, and illustrate advantages for project schedule, avoiding rework, and leveraging BIM investments long after construction completion. AIA

Monday 2:15 p.m. – 3:10 p.m. | Tuesday 11:45 a.m. – 12:40 p.m.

D. Lean principles, innovative technology, and sustainability maximize lifecycle value and performanceBalfour Beatty ConstructionAndreas Phelps – Integrated Projects Executive

Greater long-term asset value through sustainable design, energy use reduction, and lower operating costs are now being realized with Lean project management techniques and Building Information Modeling – and here you’ll see what to ask for to get those results from your next project. Andreas Phelps illustrates how innovative technology in conjunction with Lean process can be used to establish and realize sustainability and other project value goals, explore and analyze energy and cost options, and get actionable data from collaborative visualization sessions such as virtual mock-up development and pull planning sessions to support project decisions. He examines the critical role that optimized project information flows have in determining project value and sustainability outcomes. AIA HSW

Tuesday 8:05 a.m. – 9:00 a.m.

Monday and Tuesday; April 8-9 Attend Seven of the 14 Forum Sessions on Pages 10-13

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

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

E. BIM for facility operation cost reduction: Critical details for successTocci Building CorporationLaura Handler – Director of VDCJohn Gould – Associate Director of Facilities ServicesHarvard UniversityGary Younger – Director of Project Controls

Here you’ll see the “state of the industry” for BIM-to-FM initiatives – what’s really doable, what it takes, how the data is being used by operating personnel, and bottom-line cost savings being achieved. Session leaders profile solutions that link Building Information Models with leading operational software packages, and they illustrate recent innovations that make the proposal less daunting. They profile recent operating risk reduction initiatives at Harvard University, outline critical steps for creating BIM Execution Plans and data standards, and they detail solutions for integrating core facility systems with BIM. AIA

Monday 1:05 p.m. – 2:00 p.m.

F. Strategies to optimize facilities condition and maximize value of facilities capital investmentsHickling & AssociatesDuane G. Hickling – Managing PrincipalCalifornia Institute of TechnologyJim Cowell – Associate Vice President for Facilities

This session examines the use of facility condition analysis as a proxy for the effectiveness of alternative recapitalization investment strategies. Session leaders illustrate how combining facilities recapitalization rates with strategic investment activities (new construction, renovation, remodeling, and renewal) can generate the highest value return on facilities capital investments. They demonstrate workable strategies supported by actionable data that facility managers are using to optimize capital investment decisions, and they profile case studies involving both quantitative and qualitative impacts of capital investment strategies on the facilities portfolio. AIA

Tuesday 10:35 a.m. – 11:30 a.m.

Lean Capital Project Delivery (G-N)

G. Get Lean Construction project value without the multiparty IPD contractsLean Project Consulting, Inc.Hal Macomber – PrincipalNBBJTom Sieniewicz, AIA – PartnerSuffolk Construction CompanyPeter Campot – President Healthcare and Chief Innovation OfficerBrigham and Women’s HospitalJoe O’Farrell – Senior Project Manager

Innovations in project team structures can yield the project value efficiencies of Lean Construction without the multiparty contract hurdle. “Lean behavior” for project teams provides optimal outcomes without the traditional waste associated with risk transfer, budget and schedule overruns, and trade collisions. Session leaders set out the tools for getting Lean behavior from all stakeholders, and they examine a recent case study at Brigham and Women’s Hospital where these tools proved their worth. They evaluate strategies for employing Target Value Design, Lean work practices, and Lean production practices for design and construction – all without addendums to conventional AIA contracts. AIA HSW

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

H. New requirements for integrating BIM into your capital program work processesAEC Infosystems, Inc.Dianne Davis, CSI – President

To get streamlined, Lean project delivery processes that save time and money and improve quality, there are a new set of project deliverables that owners need to specify. Dianne Davis profiles utilization of BIM Use Case Definitions to capture the “what and why” of models, Decision Based Critical Path to connect owner values with model refinement, A-3 Documentation for analysis documentation and decisions support, and processes that optimize Level of Development for BIM objects. She reveals the results from recent projects, including efficient problem resolution, improved project value, faster project decisions, and shortened BIM production timelines. AIA

Tuesday 8:05 a.m. – 9:00 a.m.

Register at www.TradelineInc.com/LEAN2013

“I continue to find Tradeline conferences to be first-rate. The caliber of the meetings are a direct reflection of the time, energy and expertise that the Tradeline team puts into selecting the subject matter, speakers and venues, and then managing the entire meeting.”David L. Ruble Director, Institutional Comparative MedicineColumbia University

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I. New project values, targets and metrics for Lean project timelinesCO ArchitectsJennifer T. Knudsen, AIA, LEED AP BD+C – Associate PrincipalAlexander Korter, RIBA, LEED AP BD+C – Senior Associate

New metrics for keeping project and team performance on track are proving critical to successful project outcomes with accelerated project schedules. Jenna Knudsen and Alexander Korter illustrate how “on time and on budget” fall short of today’s project value targets, and why profitability, team satisfaction, project recognition, design and process innovation should compose the new value proposition for all stakeholders. They examine a variety of project sizes, types, and delivery methods, and demonstrate how design innovation – a critical determiner of facility lifecycle and operating cost – can be fostered even under fast project delivery timelines. AIA

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

J. How to keep fast project timelines from compromising quality, design intent, and sustainabilityFlad ArchitectsJeffrey C. Zutz, AIA, LEED AP – Managing PrincipalLaura S. Serebin, AIA, LEED AP – Principal

A big risk to construction projects with accelerated construction schedules is that project goals including design quality, facility technical sophistication, and sustainability are often sacrificed to meet target completion dates. Don’t let that happen to your project! Jeff Zutz and Laura Serebin illustrate the use of innovative project management processes, tools, and technologies to speed decisions, streamline approvals and cost estimating, and ensure constructability of complex facilities. They profile Lean exercises and project development strategies, and provide solutions that make the best use of BIM in a time-crunch project environment. AIA

Monday 2:15 p.m. – 3:10 p.m. | Tuesday 10:35 a.m. – 11:30 a.m.

K. Details on the management of AECO teams and Big Room dynamics for successful Lean projectsDPR ConstructionAtul Khanzode – Director of Construction TechnologiesCloudLeaps, Inc.Reid R. Senescu – Founder and CEO

Data from recent IPD projects reveals that activities in the Big Room – where the project team co-locates to work collaboratively – are the next opportunity for Lean optimization, a refinement that promises to take project outcomes to an even higher level. Atul Khanzode and Reid Senescu set out lessons learned and technology tools for selecting the architect-engineer-contractor-owner (AECO) team, populating the Big Room, determining meeting frequency, team design, assessing and improving information flows, identifying stakeholder red flags, and revealing collaboration. They illustrate the difference that optimized Big Room environments make in terms of less rework, better-integrated designs, and higher performance facilities. AIA HSW

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

Monday and Tuesday; April 8-9 Attend Seven of the 14 Forum Sessions on Pages 10-13

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

Page 13: The Lean Facility Lifecycle 2013 Conference

Monday and Tuesday; April 8-9 Attend Seven of the 14 Forum Sessions on Pages 10-13

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

Register at www.TradelineInc.com/LEAN2013

L. Lean Construction: The new standard, and the facility lifecycle performance bottom-lineRider Levett BucknallJulian A. J. Anderson, RLB, NA – PresidentI-EmergeNatalie J. Sayer – Principal

The Lean Construction transformation – fueled by increased demand for efficiency, sustainability, and value – is sweeping the country. Facility lifecycle management metrics, Lean principles, Building Information Modeling (BIM), and Lean project delivery processes are quickly becoming the gold standard, and here you’ll see why. Julian Anderson and Natalie Sayer chart Lean implementation trends, and examine project drivers and results including improved schedule performance, budget performance, safety performance, high owner value targets, and risk reduction. They identify solutions for organizational and cultural barriers to change, and profile lessons learned from recent Lean transformation initiatives. AIA HSW

Monday 2:15 p.m. – 3:10 p.m.

M. Raising the bar for contractor efficiency and productivity with Lean Six SigmaFMI CorporationGregg M. Schoppman – Principal

To stay competitive in the new era of Lean construction, contractors must build Lean tools, processes, and behaviors into their organizations – a move which also drives money to the bottom line consistently and sustainably. Gregg Schoppman profiles the application of Lean Six Sigma to reduce waste in construction processes and contractor business practices, and illustrates the correct way to drive efficiency and productivity. He outlines steps contracting organizations can take to become more desirable, value-adding stakeholders in Public-Private Partnership (P3) project procurement and Lean project delivery, win contracts, and meet owner expectations. AIA

Tuesday 8:05 a.m. – 9:00 a.m.

N. Your first IPD project: What you need to know to succeedThe S/L/A/M CollaborativeDavid D. Neal, AIA, ACHA – PrincipalTocci Building CorporationLaura Handler – Director of VDCWing Memorial Hospital and Medical CentersGeorge Nolan – Vice President, Support Services

This session sets out how to get started with Integrated Project Delivery (IPD) – how to determine and document project goals and assemble a team that can deliver the high value projects that you’ve been hearing about. Session leaders demonstrate solutions to hurdles faced by each major project stakeholder – owner, designer, builder – and the organizational changes required of each party to deliver the first IPD project for Marlborough Hospital. They examine tools for building trust among team members, allocating risk, leveraging contractor and subcontractor core competencies, and project documentation. They profile success metrics for all team members. AIA HSW

Tuesday 11:45 a.m. – 12:40 p.m.

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Registration and Accommodations

How to Register:

Conference Registration FeesPayment must accompany registration to receive early discount.

$1690 single registration with payment by 3/8/13

$1890 single registration after 3/8/13

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 Lean Construction & IPD

$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 Hilton San Diego Resort on Mission Bay for registrations received by March 17, 2013, Tradeline will handle and confirm room reservations [based on availability] according to your instructions on the registration form.

After March 17 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 $229/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 Hilton San Diego Resort on Mission Bay is 15 minutes from the San Diego International Airport. There are a variety of taxi, shuttle and limousine services available on the curb outside of baggage claim at the airport.

Register Now!www.TradelineInc.com/LEAN2013Register with payment by

March 8 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. 12 From outside the U.S. 1.925.254.1744 ext. 12

The conference will be held at:

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

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Registration and Accommodations The Lean Facility Lifecycle 2013 ConferenceHilton San Diego Resort on Mission Bay ~ April 8-9, 2013 ~ San Diego, CA

1. Please Type or Print Clearly (or register online at www.TradelineInc.com/LEAN2013)

• Conference registration is not complete until confirmed by Tradeline, Inc. • Please confirm airline reservations only after confirmation of registration. • Only one registrant per form.Name ____________________________________ First Name for name badge ______________

Title/Position __________________________________________________________________

Institution ____________________________________________________________________

Address _________________________________________________M/S _________________

City___________________________________ State ___________ Zip Code ______________

Country _________________________ Phone _________________ Fax __________________

Attendee Contact Email __________________________________________________________

Alternate Contact Email __________________________________________________________

2. Register with payment before March 8, 2013 and save $200! Payment by 3/8/13 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:Sunday; April 7, 2013

Fundamentals of Lean Construction and Integrated Project Delivery (IPD)

❑ $1040 ❑ $900 with registration to the full 2 day conference April 8-9, 2013

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 Hilton San Diego Resort on Mission Bay through Tradeline only.

❑ Yes, please reserve a room for me. Arrival Date: __________ Departure Date: _______________❑ Single occupancy ($229/night +12.55% room tax) ❑ Double occupancy ($229/night +12.55% room tax)❑ Government Rate ($133/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.

*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. 12 From outside the U.S. 1.925.254.1744 ext. 12

Register Now!www.TradelineInc.com/LEAN2013Register with payment by

March 8 and Save $200

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.

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Tradeline, Inc. 115 Orinda Way Orinda, CA 94563

PRESORTED FIRST-CLASS MAIL

U.S. POSTAGE PAID

PERMIT NO. 17 SAN DIEGO, CA

RETURN SERVICE REQUESTED

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

2013 Conferences

Route To:

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Make Copies For:

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Register Now!www.TradelineInc.com/LEAN2013Register with payment by

March 8 and Save $200

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