Planning and Design Issues in Retirement Housing: Current and Future Directions

May 26-27, 2011

Thursday-Friday, 9am-5pm

CES/AIA LU (HSW) 14 units

New generations of aging adults will have many more options and choices than their parents. It is imperative that designers and developers of senior housing understand and appreciate the nuances of their target market and respond with sensitive and appropriate program and design solutions. This program brings together internationally recognized experts from the disciplines of architecture and site planning, market research, interior design, landscape architecture, construction, strategic planning, finance, and operations. The program explores the industry’s defining issues through U.S. exemplars and international work in China and northern Europe. Participants will gain valuable insight into emerging trends including greenhouse/small house strategies, housing and service hybrids such as the Dutch “Apartments for Life” movement, the role of home care through Naturally Occurring Retirement Communities (NORCs) and intentional communities, growing popularity of universal design strategies, increased importance afforded to care culture/operations, and ways to mitigate code/regulatory constraints.

 

Coordinators: Click the names for more info

Victor Regnier, FAIA, Professor of Architecture and Gerontology, USC, Los Angeles, CAVictor Regnier is a teacher, researcher and architect who has focused his academic and professional life on the design of housing and community settings for older people. He holds a joint professorship between the USC School of Architecture and the Leonard Davis School of Gerontology, which is the only joint appointment of this type in the US. He is also the only person to have achieved fellowship status in both the American Institute of Architects and the Gerontological Society of America. From 1992 until 1996 he served as USC’s Dean of the School of Architecture.

He has published 6 books as well as 60 articles and book chapters dealing with various aspects of housing and community planning for the elderly. He has received awards for his scholarship from the American Society of Landscape Architects, the American Planning Association and Phi Kappa Phi, as well as two Progressive Architecture Research Awards. He has also received a traveling Fulbright Research Award and the Thord-Grey Award from the American-Scandinavian Foundation.

Victor’s interest in balancing theory with practice has led to many different and distinct honors. For example, he is the only architect to receive the Gerontological Society of America’s, M. Powell Lawton award for applied research. USC Architecture named him as their “2007 Distinguished Alumnus”. In 2008 in recognition of his teaching and research, the American Collegiate Schools of Architecture (ACSA) named him one of three Distinguished Professors that year. (Only 100 professors have been given this designation).

As an academic he has directed over 20 research projects. His design research findings have been presented at over 200 professional and scientific conferences as well as more than 60 university lectures and symposia. He has served on the editorial or advisory board of 9 journals or professional magazines.

As a teacher Professor Regnier is the only architecture faculty member at USC to have won university-wide teaching recognition—being named a USC Mortar Board Professor in 1995. He is well known as a mentor, as well as a stimulating and knowledgeable teacher. He is currently heading the school’s summer Executive Education program

As a designer/practicing architect he has provided consultation advice during the last 30 years on over 400 building projects in 38 states, Canada, Germany and England. Projects on which he has consulted have won over 50 state and national design awards in the last decade. Professor Regnier is considered one of the world’s leading authorities on housing for the elderly.

J. David Hoglund, FAIA, LEED AP, President and Principal, Perkins Eastman Architects, Pittsburgh, PAVDavid Hoglund, a Principal and Executive Director of Perkins Eastman, has devoted his career to improving the quality of life of aging adults through innovative design of residential and care environments. He has worked to create new paradigms that combine housing and services in uniquely residential settings by reforming building standards; changing accepted practice through research, writings and presentations; and demonstrating his beliefs through completed award-winning buildings.

Mr. Hoglund is recognized as a Fellow of the American Institute of Architects He has been a member, speaker, collaborator, strategic partner, and advisor to LeadingAge (formerly AAHSA) and other not-for-profit state associations since 1984. He is a frequent contributor to industry publications and a regular speaker on issues of changing demographics, facilities repositioning, culture change and trends impacting design for aging adults, continuing care retirement communities, assisted living, long term care and memory support environments. Mr. Hoglund is the author of “Housing for the Elderly: Privacy and Independence in Environments for the Aging” and co-author of “Building Type Basics for Senior Living Design.” He has co-taught a course on Planning and Design for a New Generation of Seniors at Harvard’s Graduate School of Design for the past 15 years.

Mr. Hoglund received his Bachelor of Science in Architecture from Rensselaer Polytechnic Institute and a Master of Architecture degree from the University of Illinois at Urbana-Champaign. During his graduate studies, Mr. Hoglund received a National Endowment for the Arts grant and a university fellowship in order to visit group homes in Scandinavia and England—an instrumental source of his approach to senior living design.

 

Speakers: Click names for more info

Elizabeth Brawley IIDA AAHID CID, President, Design Concepts Unlimited, San Francisco, CABetsy Brawley is president of Design Concepts Unlimited. As a consultant and interior designer specializing in designing settings that provide supportive and therapeutic environments for aging and Alzheimer’s special care, she encourages exploration and innovative design solutions to meet special needs and improve the lives of older adults and those with Alzheimer’s disease.

Ms. Brawley has gained national and international recognition as an expert and industry leader in the area of environmental design for aging. She has been a summer lecturer at Harvard University’s Graduate School of Architecture and was awarded the Polsky Prize for Education and Research in 1999. She is the author of the landmark book Designing for Alzheimer’s Disease: Strategies for Creating Better Care Environments and Design Innovations for Aging and Alzheimer’s – Creating Caring Environments, a detailed guide for a broad range of design issues essential to maintaining independence and functional abilities.

Betsy is a founding member of the American Academy of Healthcare Interior Designers (AAHID), She holds an advisory position with IESNA (Illuminating Engineering Society of North America) on the Lighting for the Aged and Senior Environments Committee, which developed the “Recommended Practice for Lighting and the Visual Environment for Senior Living,” adopted as a national ANSI standard by the American National Standards Institute. She is a past member of the National Board of Directors for the Alzheimer’s Association.

Art Danielian FAIA, Principal, Danielian Associates, Irvine, CAArt Danielian, FAIA, is the founder and president of Danielian Associates. Since the firm’s inception in 1968, Art has led the firm in numerous award winning projects including land planning, residential, commercial, and mixed-use. Recent award winning projects include the 2009 New American Home (a net-zero energy home) recipient of the National Green Building Gold Certification Award from NAHB; Moran Asian Gardens (senior condominium complex) recipient of 2010 Best Seniors Housing Gold Nugget Award from PCBC; and the Pomona Intergenerational Village (intergenerational senior apartments) recipient of the 2009 SAGE Project of the Year Award sponsored by BIA/50+ Housing Council. Art is responsible for the overall direction of the firm and has expanded the firm’s design services to China and Russia.

Art is an Honors Graduate from USC’s School of Architecture. He is an active member of the AIA Orange County Chapter, and Urban Land Institute. Licensed in 43 states, Art is a recognized leader in the community, and a sought after speaker in the area of residential housing design and construction. In 2002, Art was inducted into the California Building Industry Foundation Hall of Fame for his many contributions to the industry.

Maria Dwight MSG, CEO, Gerontological Services Inc, Santa Monica, CAMaria Dwight is President/CEO of Gerontological Services. Inc. (GSI) that has been located in Los Angeles, CA for 30 years. GSI is a market research and strategic planning firm specializing in the needs and demands of the 55+ population. Its database, developed over the tenure of the company, is a unique resource for tracking and anticipating trends in the adult market.

GSI’s raison d’être is to clearly represent the older consumer in the design and planning of services and facilities and to advocate for “evidence based planning”. This passion has been translated into a wide variety of financially successful and innovative projects, ranging from repositioning of small stand alone CCRCs, to creating networks of virtual communities through creative technology.

Maria leads a team of highly skilled and educated professionals, whose combined experience exceeds 100 years of successful consulting.

Maria has been active as a gerontologist, advocate, writer and lecturer for 45 years. She has worked through out the United States as well as in Canada, Mexico, Costa Rica, India, China and Europe, as well as serving as faculty at national and international universities and conferences. Her undergraduate degree is from Hampshire College and her master’s degree from the Leonard Davis School of Gerontology, University of Southern California.

Harry Mestyanek ASLA, Ivy Landscape Architects, Inc, San Diego, CAA native Southern Californian, Harry brings three decades of experience to his role as Principal at IVY Landscape Architects. Harry enjoys directing the many different facets of IVY from design to project management, and prides himself on the rewarding relationships he is able to build between himself and his clients. A graduate of Cal Poly Pomona (1978), Harry taught landscape design and native plants courses at Saddleback Community College in Mission Viejo, California from 1984 until 2006 in addition to conducting his landscape architectural practice. Since opening IVY in 1994, one area of focus for both Harry and the firm has been the design of garden and activity spaces associated with housing for the elderly. Harry has directed the firm’s landscape architectural contributions to over 45 elderly housing projects, including independent elderly residents, those requiring assisted living, and those requiring skilled care.

In addition to landscape architecture, Harry is an avid ceramist with a ‘home pottery studio’and an accomplished contemporary Americana musician and song-writer. Harry lives and works in San Diego, California.

Jon Pynoos, PhD, UPS Foundation Professor of Gerontology, Policy and Planning, University of Southern California, Los Angeles, CAJon Pynoos is the UPS Foundation Professor of Gerontology, Policy and Planning at the Andrus Gerontology Center of the University of Southern California. He is also Director of the National Resource Center on Supportive Housing and Home Modification, and Co-Director of the Fall Prevention Center of Excellence which is funded primarily by the Archstone Foundation.

Dr. Pynoos has spent his career researching, writing, and advising the government and non-profit sectors concerning how to improve housing and long term care for the elderly. He has conducted a large number of applied research projects based on surveys and case studies of housing, aging in place and long-term care. He teaches courses on Social Policy and Aging.
He has written and edited six books on housing and the elderly including Linking Housing and Services for Older Adults: Obstacles, Options, and Opportunities; Housing the Aged: Design Directives and Policy Considerations; and Housing Frail Elders: International Policies, Perspectives and Prospects.

Dr. Pynoos was a delegate to the last three White House Conferences on Aging and is currently on the Public Policy Committee of the American Society of Aging (ASA). He previously served on ASA’s Board and as Vice President of the Gerontological Society of America. He is a founding member of the National Home Modification Action Coalition.
Dr. Pynoos has been awarded both Guggenheim and Fulbright Fellowships. Before moving to USC in 1979, Dr. Pynoos was Director of an Area Agency on Aging/Home Care Corporation in Massachusetts that provided a range of services to keep older persons out of institutional settings. He holds undergraduate, Master’s and Ph.D. degrees from Harvard University where he graduated Magna cum Laude.

Wayne Sant, Principal, Davos Development LLC, Corona, CAWayne has been responsible for the ground-up development of over 40 senior living communities in the Western US. He served as Regional Vice-President for Marriott Senior Living Services establishing the initial development program for their Brighton Gardens assisted living communities. Wayne also worked as Senior Vice-President for Sunrise Senior Living, directing the development of their independent and assisted living buildings in the southwestern US.

Wayne is one of the founders of Davos Development Senior Living Group, a senior housing and real estate consulting firm specializing in market research and strategy, financial analysis, land acquisition, feasibility, entitlements, financing and project management. In this capacity, Wayne has provided ongoing real estate services to regional and national senior living clients.

Mr. Sant has a BA in business management from BYU. He is past President of the Southern California 50+ Housing Council and board member of the NAHB 50+ Housing Council.

Rob Steinberg FAIA, Principal, Steinberg Architects, San Francisco, CARob Steinberg is President of Steinberg Architects, a leading architectural firm established in 1953 by his father with a prolific design portfolio of residential, civic and higher education facilities. A third generation architect, Rob began his professional career as a documentary film-maker before becoming an architect with a graduate degree from UC Berkeley. Since assuming the company’s leadership role in 1994, Rob has opened new offices in Los Angeles, San Francisco, and Shanghai. Rob currently oversees 1.2 million square meters of space under design in China. He serves as a board member on the ULI Board of Governors, Fischer Center, and College of Environmental Design at UC Berkeley.

Rob has been recognized as an innovator and expert in urban planning, civic and residential architecture. He has been published in numerous journals and a frequent guest and visiting critic at Stanford University and UC Berkeley. Recognized for his contributions in civic, urban, and institutional design, Rob was nominated and advanced to the prestigious American Institute of Architecture’s College of Fellows in 1996.

Chris Tatum MBA, Principal, Tatum Consulting and Management LLC, Irvine, CA Chris’s expertise lies in the pre-development, pre-construction and construction of building projects. He specializes in third party general contracting with extensive knowledge of contract terms, negotiations and various project delivery methods such as GMAX, Cost Plus and Lump Sum agreements.

As a Senior Vice President of Construction for Sunrise Senior Living, Chris managed a staff of construction managers throughout North America, performing pre-development, pre-construction and construction management on senior housing projects worth over $1 billion dollars annually. Project types consisted of assisted living, independent living and senior condominiums. While at Sunrise Chris developed sophisticated construction cost data bases and pricing models which could be time and location sensitized for all the major metropolitan markets throughout North America. Chris has vast experience building all over North America and is proficient with different building types, construction means and methods as well as localized contract terms and customs. Chris received his B.A. from Princeton University (in Economics) and M.B.A from Babson College (magna cum laude).

 

Bibliography: Click to see full list
Recommended Readings
  • AIA Design for Aging Knowledge Community (2008) Design for Aging Review: 9th Edition, Australia: Images Publishing Group.
  • Anderzhon, J., I. Fraley, and M. Green (eds.) (2007) Design for Aging: Post-Occupancy Evaluations: Lessons Learned from Senior Living Environments, New York: Wiley.
  • Brawley, E.C. (2006) Design Innovations for Aging and Alzheimer’s, New York: Wiley.
  • Green, Brent (2006) Marketing to Leading Edge Baby Boomers, Ithaca, NY: PMP Press.
  • Perkins, B, J.D. Hoglund, D. King and E. Cohen (2004) Building Type Basics for Senior Living, New York: Wiley.

For Further Reading

  • Agari, M (2006) Retiring in Style Around the World, Tokyo: Graphics-Sha.
  • AIA (2006) Design for Aging Review: 8th Edition, Australia: Images Publishing Group.
  • Beacon Hill Village (2006), The Village Concept: A Founders Manual, Boston: Beacon Hill Village.
  • Durrett, C. (2005) Senior Cohousing: A Community Approach to Independent Living, Berkeley: Ten Speed Press.
  • Cohen, U. and K. Day (1993) Contemporary Environments for People with Dementia, Baltimore: Johns Hopkins University Press.
  • Leibrock, C. (2000) Design Details for Health, New York: Wiley.
  • Mostaedi, A. (2003) Homes for Senior Citizens, Barcelona: Broto and MaMinguet.
  • Pynoos, J and P. Liebig (1995) Housing Frail Elders: International Policies, Perspectives and Prospects, Baltimore: Johns Hopkins University Press.
  • Rosenfeld, J.P. and W. Chapman (2008) Home Design in an Aging World, New York: Fairchild Books.
  • Suchman, D. R., (2001) Developing Active Adult Retirement Communities, Washington DC: Urban Land Institute.
  • Tyson, M (1998) The Healing Landscape, New York: McGraw Hill.

Participants will be given (free of charge) the following two books:

  • Perkins, B, J.D. Hoglund, D. King and E. Cohen (2004) Building Type Basics for Senior Living, New York: Wiley.
  • Regnier, V. (2002) Design for Assisted Living: Guidelines for Housing the Physically and Mentally Frail, New York: Wiley.

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