CIS | Imagine Learning | CIS Profile

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CIS PROFILE

MAY 2023

HOLISTIC APPROACH

As your partner we are dedicated to helping you achieve your organizational & project goals. CIS will work closely with you to develop a comprehensive exit strategy for the reuse or removal of unwanted/outdated existing furniture. We do so by focusing on the 4 R’s below:

REUSE

• Assess existing product and work with the design firm to integrate some of your inventory /into your new space

• Align with professional refurbishing and re-manufacturing companies to achieve desired aesthetics

RECYCLE

• A win-win for everyone, benefit the community and receive a tax benefit while lowering expenses

• Many recycle services will remove existing products free of

• CIS Second Act: partnerships with local charities, such as A New Leaf , to provide them with previously owned products, helping to give back to their programs and the community

• Haworth Zero Waste Landfill Philosophy

• ANEW - Based on your goals, ANEW will develop options offering landfill diversion options. Options include: reselling, re-purposing, and/or recycling surplus charge

RESELL

• CIS and our network of resellers are able to help you minimize decommissioning expenses

• Liquidation refers to the selling of products, inventory, or other assets for less money than they were bought for

• Customized Report for Imagine Learning by Southwest Office Furniture Liquidators

REBATE

• Haworth may offer financial incentives to customers in the form of trade-in allowances, credits, or rebates

• Example of a Haworth Trade-In Program

IN SUMMARY

Based on our research , this is our recommended cost-saving plan for Imagine Learning:

• Keep your existing sit-to-stand bases and monitor arms

• Donate requested existing furniture to non-profits to gain a tax credit (which can offset the cost of removing the furniture)

• Recyele and dispose of the remaining product

PAYMENT SOLUTIONS

100% COST COVERAGE

You can conserve cash for other needs. Soft costs such as destination charges, taxes, and other fees can be included in the financed amount.

LOWEST MONTHLY COST

With financing, you have use of the products with low monthly payments for the term you choose.

CONSERVATION OF CAPITAL

With 100%-plus financing, you are free to spend cash on other items needed to grow your business.

FIXED PAYMENTS

Payments are locked in now, avoiding the risk of inflation in the future.

FLEXIBLE PAYMENT STRUCTURES

Payment plans can be structured to meet your individual, predictable cash flow. Financing terms generally run from 24-84 months.

HEDGE AGAINST INFLATION

Payments remain the same over the life of the original agreement, no matter how much prices rise.

ROOM FOR GROWTH

Financing can provide the flexibility to add products when your business demands it.

PRESERVES AVAILABLE CREDIT

Financing with Haworth Payment Solutions does not tie-up existing bank lines of credit, so you have more available credit from your bank when you need it.

SPECIAL SMB LOW-RATE FINANCING

• 100% financing of total project

• Three pre-established payment options

• 24 monthly payments at 0%

• 36 monthly payments at 3%

• 48 monthly payments at 4%

END-OF-TERM OPTIONS

With certain finance structures, you have the option to purchase or return with no further obligation, or continue to make payments on a month-to-month basis.

TAX BENEFITS

You may be able to deduct monthly Lease payments on True Leases as an operating expense. We recommend you consult with your accountant or tax advisor.

EASIER BUDGETING

Since major expenses are included in one easy payment amount, budgeting the expense over the term of the financing is easier.

SPECIAL LOW-RATE FINANCING AS LOW AS 0%

Exclusively through Haworth Payment Solutions (HPS)

• The customer takes full ownership of furniture at the end of the financing term

• SMB Financing incentive rates applied to Haworth furniture only, purchased against the SMB Price Agreement (#83954)

• Non-Haworth products and other costs can be rolled in and financed at the HPS standard rate

CIS PROFILE

CIS is in the Top 10 Woman-Owned Businesses and Office Furniture Dealerships in the state of Arizona. Our top sales and service performance has afforded CIS the privilege of aligning with major furniture manufacturers. We represent over 250 manufacturers and are honored to be a 2023 Best in Class Haworth Dealership, and the preferred Haworth dealer in Arizona.

YOUR DEDICATED TEAM

#6 RANKING IN WOMAN OWNED BUSINESSES IN AZ

HAWORTH 2023 BEST IN CLASS DEALERSHIP

ARIZONA BASED BUSINESS #1 RANKING IN RANKING AZ FOR 12 YEARS 38 YEAR LEGACY WOMAN-OWNED SMALL BUSINESS JULIE LEWIS Senior Workplace Innovator 19 Years of Experience LISA JOHNSON President/CEO 38 Years of Experience TRACI REHMER Haworth Representative 27 Years of Experience MERRITT MENEFEE-JOHNSON Senior Designer 20+ Years of Experience IIDA, NCIDQ SAMANTHA CREECH Project Coordinator 2 Years of Experience MARIAH WIGGINS Project Manager 15+ Years of Experience Certified Project Manager

CIS RELEVANT EXPERIENCE

• Alliance Bank

• Amazon

• American Express

• APS

• Arizona State University

• Bell Bank

• Benchmark

• Boeing

• Caremark

• Charles Schwab

• Choice Hotels

• Colliers

• Cushman & Wakefield

• Dickinson Wright

• DLA Piper

• Empire Southwest

• Freeport McMoRan

• Gammage & Burnham

• GoDaddy

• GPS Insight

• Healthiest You

• IT1

• Jones Skelton & Hochuli

• Maricopa County

• McCarthy Construction

• McKesson

• MEB Management Services

• Mobile Mini

• National Academy of Sports Medicine

• Nextiva

• Northwestern Mutual

• Orbital

• Origami Owl

• Republic Services

• Russ Lyon

• Shamrock Foods

• Sprouts

• St. Xavier

• SWCA

• Transwestern

• Upgrade

• Van Tuyl Companies

• West Pharma

• Zion and Zion

JULIE LEWIS HAS WORKED WITH THE COMPANIES IN BOLD FOR 10+ YEARS

SOUND MASKING

SERVICES UPHOLSTERY SERVICES IT IMPLEMENTATION AV CONSULTING CABLE & DATA MANAGEMENT WALLS TECHNICAL DESIGN FLOORING INTERACTIVE WORKPLACE EFFICIENCY INSTALLATION FURNITURE PROCUREMENT SIGNAGE LIVE DESIGN

CIS FURNITURE PROCESS

The graphic below details the phases within the project that CIS executes simultaneously with the design and construction processes. We act nimbly and adjust according to the phase in which we enter the project while ensuring that clear communication continues throughout the life of the project.

• Furniture visioning

• Surveys

• Observation

• Change engagement workshop

• Showroom tours

• Installation tours

• Look books presented

• Collaboration space evaluation

• Review overall Scope

• Headcount determined

• Occupancy Date

• Phasing schedule

• Spacial requirements

• Storage requirements

• Programming workshop with end users

3

VIEW: CIS RISK MITIGATION

• Define layout

• Preliminary finish selections

• Ancillary furniture selections

• Power requirements

• Revise budget

• Renderings

• Finish selection

• Power layout

• Critical dimensions/ field verification

• Furniture plan finalized

• Preliminary proposal

• Detail specifications with pricing generated

• Final power plans and requirements

• Typical development

• Preliminary budget

• Typical / pricing

• Block plan

• Growth plan

• Project schedule

• Furniture test fit

• Furniture procurement

• Installation

• Status reports

• Site check

• Final proposal presented

• Project schedule defined

• Order ready

• Install drawings

• Punch list

• Core locations identified 6 7

PROGRAMMING
SPACE
PLAN
CONSTRUCTION DOCUMENTS CONSTRUCTION ADMINISTRATION
DESIGN DEVELOPMENT
GENERAL CONTRACTOR ARCHITECT
FURNITURE VISIONING SCHEMATIC
5 2
DESIGN 1 4
THANK YOU!
2023
MAY

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