I recently had the opportunity to speak with Rick Howe, Director of Corporate Communications at BioMed Realty Trust on his views regarding implementing Notice & Access. Here is what he thinks….
What motivated your company’s move to Notice & Access?
The primary motivations for BioMed were to more actively and effectively communicate BioMed’s business strategy and operating and financial results for 2008, improve the company’s environmental stewardship, and realize potential cost savings.
What formats did you provide to your shareholders?
BioMed sent a postcard to notify stockholders of our online annual report URL, posted an interactive online version with extensive video content on our website, and distributed a print version of the annual report as requested and as required by SEC rules.
Did you also create a print format? Why?
Yes. A printed version of the annual report was provided in order to ensure that all investors had access to BioMed’s 2008 Annual Report and to comply with the SEC’s notice and access rules.
How did Notice & Access change the process of creating the annual report?
The decision to provide a postcard, online annual report and a printed version, coupled with the multi-media content in the online version, required a much higher level of communication and collaboration with Mentus. Add to that the simultaneous implementation of BioMed’s improved interactive website, which added to the complexity of the process and magnified the need for all manner of communication and consultation.
How does the annual report reflect your company’s social and corporate responsibility?
Sustainability was behind our decision to convert BioMed’s annual report to an online format. In addition to the environmental benefits of using less paper, along with the cost savings for our business and shareholders, the online format offered a level of interactivity that is not possible on paper and enabled us to communicate the details of our business more effectively.
How did shareholders receive the annual report? Was feedback positive?
While we did not receive a substantial volume of comments, all of the feedback on our online annual report was positive.
What challenges/success did you experience with Notice & Access and moving the annual online?
The primary challenge was keeping track of all of the moving parts, including our first online annual report, video updates and revisions, postcard, printed version, and revamped website. Our original hope was to launch all of these pieces in March, but the broad scope of these interconnected parts pushed the implementation to mid-April. In spite of these challenges, the annual report was delivered in accordance within mandated SEC timeframes and the website went live concurrently with virtually no technical problems at implementation or since.
Were there tangible financial benefits to going online?
The total cost of the entire annual report package (postcard, online annual report, printed version, transfer agent and broker fees) was approximately 15% less than previous years without Notice and Access.

