140409 lpl financial final presentation

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Multi-Building Charlotte Campus | April 11, 2014

LPL Financial BNIM

LPL Financial is committed to improving lives and bettering communities.

https://maps.google.com/maps/ms?msid=208867527256148941771.0004cc304249934bdc7f3&msa=0&ll=39.470125,-97.910156&spn=28.757895,67.675781

LPL Financial San Diego: What’s New

“Leveraging technology and advanced materials to minimize our impact on the environment…”

(Mark Casady, chairman and CEO of LPL Financial)

“A commitment to being a socially responsible corporate citizen.”

(Mark Casady, chairman and CEO of LPL Financial)

“Enhance the productivity, capabilities and well-being of our employees, which in turn allows us to better serve our clients.”(Mark Casady, chairman and CEO of LPL Financial)

LPL Financial San Diego: Approach

• an extraordinary experience for people

• a community that is unique to LPL Financial

• a significant differentiator for LPL as an employer of choice

• focus on quality, attention to detail, and customer experience• An integrated solution

• Campus and surrounding community are connected and harmonious

• Special attention to the pedestrian experience

• Contribute to the work-life and home-life of employees

• Create a landmark campus • Conservation and sustainability are important

• LEED Platinum Certification

• Net Zero Energy and Water Consumption

• Collaboration, transparency, and alignment of interests

LPL Financial Charlotte: What’s Next?

HERE’S WHAT YOU ASKED

• Who are your team members and what are their credentials?

• What experience does your team have with projects similar to LPL’s?

• What disciplines does your firm have in addition to corporate office that could aid in planning and design?

• What would be your approach to gathering information, establishing priorities, and making decisions throughout the design process?

• What are the key issues for consideration in the Project?

• What consultants would your recommend hiring as part of your team?

• Would it be practical for some of your team members to co-locate in Charlotte?

• What are the standard hourly rates for the people in your team?

• What references can you provide for past, similar projects?

7

AIA Fellows

2

AIA NationalPresidents

1

AIA National Young Architect

96

Staff

10

Principals

BNIM INDUSTRY LEADERSHIP

2011 AIA National

Architecture Firm Award

42

Total Number of LEED Projects

10

AIA/COTE Top Ten Green Buildings

Omega Center for Sustainable

Living: World’s First LEED

Platinum + Living Building

Founded the AIA COTE

Key role in the creation and

development of the USGBC, LEED, Living

Building Challenge

First Living Building Challenge

On the Boards Winner

The Practice of BNIM

EDUCATION BNIM INDUSTRY TRANSFORMATION

total number ofdesign awards

428

localdesign awards

215

internationaldesign awards

19

nationaldesign awards

76

regionaldesign awards

122

BNIM 2012-13design awards

54• Two 2013 National AIA Honor Award for Interior Architecture• Two 2012 National Historic Preservation Honor Award• Two Good Design is Good Business Awards• 2012 AIA COTE Top Ten Green Projects• 2011 AIA National Architecture Firm Award• Three GSA Awards

Leaders in SustainabilityDesigning What’s Next

number of LEED projects

40+

number of COTE top 10 awards

10

number of Living Buildings

3

number of LEED AP staff

70+

number of LEED Platinum

20

number of net zeroprojects

11

Kansas City Zoo / 1999 CK Choi / 2000 Heifer International / 2007

Omega Center for Sustainable Living / 2010 IRS Support Center / 2008School of NursingUniversity of Texas Houston / 2006

10 AIA COTE Top Ten Green Projects

Kiowa County Schools / 2011

IUB-OCA / 2012 & 2014

BSA Treehouse/ 2014

2014 COTE PLUS

AWARD

http://www.bnim.com/work/omega-center-sustainable-living

http://www.bnim.com/work/ck-choi-center-asian-research

http://www.bnim.com/work/deramus-education-pavilion

http://www.bnim.com/work/heifer-international-headquarters

http://www.bnim.com/work/kiowa-county-schools

http://www.bnim.com/work/iowa-utilities-board-office-consumer-advocate

http://www.bnim.com/work/internal-revenue-service-kansas-city-campus

http://www.bnim.com/work/school-nursing-and-student-community-center

NET ZERO ENERGY/NET ZERO WATER

Omega Center for Sustainable LivingBSA TreeHouseSummit Bechtel Reserve, WV Rhinebeck, NY

Net Zero Energy Projects

Omega Center for Sustainability BSA TreeHouse Greensburg Kiowa Schools

Greensburg City Hall John Deere DealershipGreensburg Buisness Incubator

Designing What’s Next

2013 Good Design is Good Business Awards

Todd Bolender Center for Dance and Creativity

Iowa Utilities Board / Office of Consumer Advocate

2013 National AIA Honor Awards for Interior Architecture

Todd Bolender Center for Dance and Creativity

BNIM Des Moines Design Studio

ROADMAP

01/ PEOPLE02/ PERFORMANCE

03/ CASE STUDIES04/ RESULTS

What sets us apart … We invest in the people and tools that we know will help our more than 13,500 financial advisors and approximately 700 financial institutions serve their clients and grow their business profitability …

Information flow has changed. How can the workplace reflect this?

If we want to invest in our future, we must invest in the value of family.

BNIM | Date | 23

Spectrum of Places to Work

Open Office

Private Office

Privacy RmConference

Coffee Bars

Collaboration AreasLab

Break Rooms

Game Room

Outdoor Spaces

FOCUS COLLABORATE SOCIALIZE

People Centered Workplace

People

Technology

Workplace

Operations

1928 USDA Office of Information

JE DUNN World Headquarters | Kansas City, MO

TRANSFORMATION FOR A MODERN BUILDER

1928 USDA Office of Information

GENEROUS PRAGMATISM

“What a building does matters as much how it looks.” Rodolphe el-Khoury and Andrew Payne

[ process ]

[ continual improvement ]

INNOVATION

REPLICATION

High Performance Integrated Design(HPID) Management Plan Work in a Highly Integrated

Collaborative Way

Establish Design Objectives

Identify Key Drivers & Interrelationships

Identify Critical Milestones & Deadlines

Allow for Adequate Design & Review Time

Continuously Monitor Progress

Cost Definition and Control

Integrated Design + Process

A great building must begin with the unmeasurable, must go through measurable means when it is being designed and in the end must be unmeasurable. - Louis Kahn

Human Landscape

Ecological Landscape

Campus Landscape

A Holistic Process That Involves The Rigorous & Scientific Examination of Design Issues

Layers of Design

Cost Reallocation for High Performance or Value Additions

Boilers Boilers

Hot Water Piping

Hot Water Piping

Air Handlers

Air Handlers

Chillers

Chillers

Chilled Water Piping


Chilled Beams

Glazing Blast Film Enhanced

Glazing with Blast

Protection

Current Proposal High Performance Design

HPID Cost Definition and Control

Boilers Boilers

Hot Water Piping

Hot Water Piping

Air Handlers

Air Handlers

Chillers

Chillers



Chilled Beams


Glazing with Blast

Protection


Glazing Film

Boilers Boilers

Hot Water Piping

Hot Water Piping

Air Handlers

Air Handlers

Chillers

Chillers



Chilled Beams


Glazing with Blast

Protection


High Performance

Glazing

To MaintainRegular Contact & Communication

Active, Participatory Dialog

Regularly Scheduled Meetings

Electronic and Classified Communication Protocol

Accurate & Timely Meeting Notes

One-on-One Discipline Dialog (Design Team w/ LPL Financial)

Global Meetings

Formal Reviews

OWNER

PREDESIGN SCHEMATIC DESIGN

DESIGNDEVELOPMENT

CONSTRUCTIONDOCUMENTS

PERMIT &BIDDING

CONSTRUCTION CLOSE-OUT

DESIGNER

CONTRACTOR

TRADE CONTRACTOR

AGENCY

WHAT

HOW

REALIZE

WHO

CONSULTANTS

Traditional Model

OWNER

CONCEPT CRITERIADESIGN

DETAILEDDESIGN

IMPLEMENTATIONDOCUMENTS

PERMIT &BIDDING

CONSTRUCTION OCCUPANCY

DESIGNER

CONTRACTOR

TRADE CONTRACTOR

AGENCY

WHAT

HOW

REALIZE

WHO

CONSULTANTS

High Performance Integrated Model

Master Planning | Programming

Programming | Schematic

Design Development

Construction Documents

Construction

J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F

2014 2015 2016

Project Schedule

Detailed BIM Execution Plan

Iowa Utilities Board/Office of Consumer Advocate | Des Moines, IA

44,640 GSF$204 / GSF Building$213 / GSF Building + Site

First State LEED Platinum Building

[ process ]

[ continual improvement ]

INNOVATION

REPLICATION

OrientationEnvelopeDaylightNatural Ventilation

Passive Strategies

Replication Innovation

• Light Shelf• Screen Shade

• Daylight Harvesting Sunscreen• Parabolic Louver Blades

Total Site EUI :

28.0kBtu/sf/yr

% Reduction from code base EUI

60%

Model for other government & private

sector entities

LEED – not discussed at outset

Initial Goals

Achieved Results

“Our building demonstrates that an

attractive, high performance workspace that inspires high performance among its occupants can be achieved on a state budget. Increased collaboration is among the many benefits that our employees enjoy in this workplace.” Judi K. CooperIUB Building Project ManagerDeputy Executive SecretaryIowa Utilities Board

Name of Project | Date | 52

PACIFIC CENTER CAMPUS DEVELOPMENT

Qualcomm Pacific Center Campus Development | San Diego, CA

Vision + Guiding Principles

• AN EXTRAORDINARY EXPERIENCE FOR PEOPLE

• A COMMUNITY THAT IS UNIQUE TO LPL FINANCIAL

• A SIGNIFICANT DIFFERENTIATOR FOR LPL AS AN EMPLOYER OF

CHOICE

• FOCUS ON QUALITY, ATTENTION TO DETAIL, AND CUSTOMER

EXPERIENCE

• AN INTEGRATED SOLUTION

• CAMPUS AND SURROUNDING COMMUNITY ARE CONNECTED AND

HARMONIOUS

• SPECIAL ATTENTION TO THE PEDESTRIAN EXPERIENCE

• CONTRIBUTE TO THE WORK-LIFE AND HOME-LIFE OF

EMPLOYEES

• CREATE A LANDMARK CAMPUS

• CONSERVATION AND SUSTAINABILITY ARE IMPORTANT

• LEED PLATINUM CERTIFICATION

• NET ZERO ENERGY AND WATER CONSUMPTION

• INTEGRATED PROJECT DELIVERY

• COLLABORATION, TRANSPARENCY, AND ALIGNMENT OF

INTERESTS

Vision + Guiding PrinciplesYOUR VISION

Name of Project | Date | 55

Connection to NatureLopez Canyon Trail

Circulation Path to be enhanced for campus connections

Pedestrian Crossing, enhanced traffic calming design

Pacific Center Trail

Lopez CanyonTrail

Transit stop

Pacific Center

MULTI USE SPORTS FIELD

THE MEADOW

GREEN ROOF

SOUTH BREAK-OUT TERRACE

EAST BREAKOUT TERRACE

MAIN ENTRY/DROP-OFF

AZ ENTRY/DROP-OFF

NORTH DININGTERRACE

NORTH PARKINGENTRY/EXIT EAST PARKING

ENTRY/EXIT

AY COURTYARD

AZ COURTYARDCENTRAL GARDEN

VISITOR PARKING

TRAIL CONNECTIONTO CANYON

ORCHARD

BUILDING AZ

BUILDING AY

ROOF GARDEN

FUTUREBRIDGE

TRAIL CONNECTIONTO CANYON

FITNESSAREA

TRAIL

TRAIL

Programming

04

Analysis & Refinement

Identify and agree on the future vision, project goals and measures of success for the project

Investigate the scope of wants and needs across stakeholder groups

Analyze and refine space strategies and program brief in relation to building concepts

8/27-31 9/4-21 9/24-28 10/1-18

03

Benchmarking & Research

02

Discovery

01

Visioning

AUGUST

Compare data gathered to date to others in the industry

SEPTEMBER OCTOBER

04Analysis & Refinement

03Benchmarking & Research

02Discovery

01Visioning

Visioning

Who:

Executive Leadership

Core Project Team

What:

Identify Project Goals

Identify Metrics for Success

How:

Workshop

Drag picture to placeholder or click icon to add

08/27-31

WHAT IS THE NEXT BIG IDEA?

Project Introduction by QREF & BNIM

Opportunities Activity I: CULTURE8:00 - 9:05

Pacific Center Development Strategies by BNIM

Opportunities Activity II: PLACE9:15 – 10:25

Performance by BNIM

Opportunity Activity III: SUCCESS10:35 – 11:45

Conclusion by QREF & BNIM

Agenda

1

2

3

4

Fostering A Healthy Community

High tech environment, overflowing, fractured, climbing and reaching the stars, high pressure, fast growing; need space, tomorrow is unknown, ever changing and abstract, energetic, diverse, common goals, organized chaos

Drag picture to placeholder or click icon to add

Culture

Fun, innovative, collaborative, joyful, trust, sense of humor, embracing the water, social, openness, pushing the limit, self-sufficient, healthy, work out, eat, relax, campus, places to get away

PRESENT

FUTURE



02Discovery

01Visioning

Discovery: SurveysDrag picture to placeholder or click icon to add

09/4-21

Who:

End-User Groups

What:

Values

Pre-Occupancy Surveys

Workstyles, Storage Needs

Ancillary Space Needs

How:

Online Surveys

Effective Workplace

85% indicated the importance of places to focus

50% said there are not enough privacy rooms

We heard repeatedly they’d like access to natural light and 77% desired natural ventilation



02Discovery

01Visioning

Discovery: Interviews Part 1_ Business Drivers Drag picture to placeholder or click icon to add

09/4-21

Who:

Executive Leadership

Departmental Leaders & Key Team Members

What:

Workflow, Team Structure,

Adjacency Needs

How:

In Person Meetings



02Discovery

01Visioning

Discovery: Interviews Part 2_ Business Supporters Drag picture to placeholder or click icon to add

09/4-21

Who:

HR, Technology, Branding/Marketing, Innovation, MEP, Wellness, Security, Maintenance, Events, Dining

What:

Understand facility needs based on business and project goals

How:

In Person Meetings



02Discovery

01Visioning

Discovery: Focus GroupsDrag picture to placeholder or click icon to add

09/4-21

Who:

Cross-section of end-users from different departments and levels

What:

Establish a two-way communication between project team and end-user

How:

Workshop



02Discovery

01Visioning

Benchmarking & ResearchDrag picture to placeholder or click icon to add

09/24-28

Who:

Core Project Team

What: Site visits to exemplary facilities-

Office, Lab, Dining, Conf Center, Wellness

Furniture manufacturer visits (Steelcase)

Identify relevant trends

How:

In Person



02Discovery

01Visioning

Analysis & RefinementDrag picture to placeholder or click icon to add

10/01-18

Who:

Project Design Team

What:

EVALUATE AGAINST PROJECT VISION

Circulation and Adjacency Diagrams

Room Data Sheets

Test Fits

Headcount and Area Calculations

Stacking and Blocking Diagrams

How:

BIM, Excel, Workshop

Site Master Plan – Massing Concept StudiesPacific Center Campus Development – Feb 21, 2012

1 2 3 4 5

6 7 8 9 10

11 12 13 14 Concept Developed further for

charrette #2

Site Master Plan – Massing Conceptual DesignPacific Center Campus Development

Building AZ: 50,000 gsfBuilding AY: 350,000 gsf

AYAZ

AVAX

AQ

OFFICEDRY LABCONFERENCEDINING/HEALTHAUDITORIUM

AZ Building Program

Conference Center13,108 SF Dining

16,058 SF

Health and Wellness7,000 SF

Health & Wellness19%

Dining Center27%

Conference Center28%

Conference Support26%50,871 GSF

Dining Center: 16,058 SFConference Center: 13,108 SF : includes 300 Seat Auditorium, 3,400 SF Event Space and Pre-function spaceWellness and Health Center: 7,000 SF

Building AY – Workplace + Labs

September 2012

February 2013

Last Week

Qualcomm Team

Lewis and Clark State Office Building | Jefferson City, Missouri

• 9% Reduced Absenteeism

• Platinum on State Budget

• 60% Energy Savings

Bannister Federal Complex Finance Office & AtriumKansas City, Missouri

• 80% reduction in back orders

• New orders fulfilled 60% faster

Heifer International Headquarters Little Rock, Arkansas

• 45% Energy Savings

• Net Zero Waterwith Polk Stanley Wilcox Architects

Internal Revenue Service Kansas City Processing Center, Missouri

58% Energy Savings due to Processing Efficiency

with 360 Architecture

Kiowa County K-12 SchoolsGreensburg, Kansas

• 71% Annual Energy Savings

• Net Zero Carbon

National Renewable Energy Laboratory (NREL)Revised April 2012

Omega Center for Sustainable Living | Rhinebeck, New York

• 100% of Energy Supplied by Renewable Sources

• Net Zero Energy

• 100% Stormwater Managed on Site

• Net Zero Water

Every day

80,000people go to work in spaces designed by BNIM--more than 20 million square feet.

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Multi-Building Charlotte Campus | April 11, 2014

140409 lpl financial final presentation

Design

Transcript of 140409 lpl financial final presentation