HUB Flipbook Final single

THE HUB -OCTOBER 2027

THE COMPLETE GUIDE TO HOW WE DESIGN, BUILD, AND DELIVER

TABLE OF CONTENTS THE STORY OF THE HUB

02

ORG CHART

03

PORTAL

04

DESIGN & CONSTRUCTION

05

MARKETING & STORYTELLING

06

ACTIVATION

07

PROCUREMENT

08

FOODBUY MEMBER SETUP

09

BILLING

10

SALES TAX

11

NEW VENDOR SET-UP

12

LEGAL CONTRACT PROCESS

13

Phillip Dopson PRESIDENT

Brian Larsen VICE PRESIDENT OF SALES

Yvette Carr

Jasma Soden

EXECUTIVE ADMIN

OPERATIONS MANAGER

Mark Chiarletti

Erin Porter

Kristina Varnalis

DIRECTOR OF DESIGN & CONSTRUCTION

DIRECTOR OF DESIGN & CONSTRUCTION

DIRECTOR OF DESIGN & CONSTRUCTION

Glenn Bradley VICE PRESIDENT

Allison Daly-Saad

Jeff Frishman

DIRECTOR OF ACTIVATION

DIRECTOR OF PROCUREMENT

Kwesi Bannerman

Austin Sommer

Nova Witkoski

DIRECTOR OF DESIGN & CONSTRUCTION

DIRECTOR OF DESIGN & CONSTRUCTION

DIRECTOR OF DESIGN & CONSTRUCTION

2016

Phillip Dopson President

2017

2016

Phillip established The HUB as a design service born inside Morrison Community Living

Glenn Bradley

Director of Design & Construction

2017

2019

Mark Chiarletti

2023

Director of Design & Construction

2021

Yvette Carr

Executive Admin

The HUB logo is updated

2022

Erin Porter

The HUB becomes a new company under CCL Hospitality Group

Director of Design & Construction

2023

$

Kristina Varnalis

Director of Design & Construction

2024

Meredith Tims

Vice-President of Finance

Year end results $362K in profit and $1.4M in VA

Brian Laverty Nova Witowski Jasma Soden Kwesi Bannerman

Morrison Healthcare & CompassOne Healthcare Design Services

Power BI HUB tracker created to track all travel related project costs

The HUB begins to offer services external of CCL Hospitality Group

2025

The Hub establishes partnerships with the following:

Glenn Bradley

Vice President of The HUB

Jeff Frishman

Director of Procurement

Derek Sullivan Taylor Smith

Marketing & Storytelling

Michelle Currier

Centralized Staffing

2026

Austin Sommer

Director of Design & Construction

Allison Daly-Saad

Director of Activation

Brian Larson

VP of Sales

2024

Morrison Healthcare and CompassOne Healthcare Design Services join The HUB The HUB Design Innovation & Hospitality Services, LLC.

October, 2024 The HUB becomes an LLC and begins strategic relationships outside of Compass

THE STORY OF THE HUB

A Concierge Approach to Hospitality

X

X $

X

A strategic plan is created

New content is created for The HUB on the CCL Hospitality Group website

Established costing estimates for sales

The HUB rack card is created

thehubdesign.com

A new logo for The HUB is established

Met with the creative studio to establish new assets for all sales proposals

A new suite of branded assets are created

Established project VA going to The HUB

The Hub establishes partnerships with the following:

A new, external facing website is created

2025

The HUB brochure is created and released as a sales tool

2026

The HUB financial P&L set-up

The HUB PowerPoint is created with new branding

The HUB is introduced to Strategic Dining Services leadership

The HUB partners with Restaurant Associates

New Tagline Introduced...“A Concierge Approach to Hospitality”

$9M June 1, 2025 Centralized Staffing is added

Activation Services is added

HUB Achieves 9M in revenue with a budget of 25M for 2027

... and more to come

PORTAL Our client portal provides a centralized hub for project information, communication, and key resources. Designed to improve visibility and collaboration, it gives teams real-time access to documents, timelines, approvals, and updates, keeping every stakeholder informed and aligned throughout the project.

Receives an e-mail with reason for rejected/ cancelled request

CANCELLED

Receives confirmation of request

THE HUB

REJECTED

REQUESTOR

Submits a request via the HUB engagement request PowerApps

Populates HUB SharePoint list

Reviewer receives an email and is provided a link to review the request details in SharePoint

Approve/deny the request

HUB PORTAL REQUEST PROCESS

Receives an e-mail with update notice that the request is now in progress

ACTIVE

Reviewer assigns a HUB team member to the request

Receives an e-mail with update notice that the request is completed

Assigned HUB team member verifies the completion of the project and has updated the status to completed

Assigned HUB team member will update the project details as project progresses

HUB team member(s) will receive an e-mail notifying them of a new assignment

Assigned HUB team member reaches out to requestor to kick off project

End of request

CANCELLED

Receives an e-mail with reason for rejected/ cancelled request

THE HUB

REJECTED

REQUESTOR

Submits a request via the HUB engagement request PowerApps

Receives confirmation of request and reach out to the HUB director if needed

Populates HUB SharePoint list

Reviewer receives an email and is provided a link to review the request details in SharePoint

Approve/deny the request

HEALTHCARE PORTAL REQUEST PROCESS

Receives an e-mail with update notice that the request is now in progress

ACTIVE

Reviewer assigns a HUB team member to the request

Receives an e-mail with update notice that the request is completed

Assigned HUB team member verifies the completion of the project and has updated the status to completed

Assigned HUB team member will update the project details as project progresses

HUB team member(s) will receive an e-mail notifying them of a new assignment

Assigned HUB team member reaches out to requestor to kick off project

End of request

Approve/deny the request

Submits a request via MS FORMS called creative marketing & storytelling intake form

Reviewer receives an email and is provided a link to review the request details in PowerApps

Receives a thank you message and to reach out to the HUB director if needed

Populates HUB SharePoint list

EXTERNAL / INTERNAL REQUESTOR

SENIOR LIVING

MARKETING & STORYTELLING PORTAL REQUEST PROCESS

Reviewer assigns the request to Derek

Derek reviews the details of the request and assigns the request to a marketing team member if applicable

Derek receives an email notifying him that a creative marketing & storytelling request has been assigned to him

Assigned marketing team member will update the project details as progress is made accordingly

Marketing team member receives an email notifying him that a creative marketing & storytelling request has been assigned to him

Assigned marketing team member verifies the completion of the project and has updated the status to completed

End of request

MARKETING

Submits a request via MS FORMS called the HUB engagement process – external

Populates HUB SharePoint list if the requestor has a valid email extension

Receives a thank you message and to reach out to the HUB director if needed

Reviewer receives an email and is provided a link to review the request details in SharePoint

Receives an e-mail with reason for rejected/ cancelled request

REJECTED CANCELLED

Approve/deny the request ACTIVE

Reviewer assigns a HUB team member to the request

EXTERNAL / INTERNAL REQUESTOR

THE

EXTERNAL EQUIPMENT PORTAL REQUEST PROCESS End of request

Assigned HUB team member verifies the completion of the project and has updated the status to completed

ONLY IF THE QUOTE REQUEST IS CD

Receive e-mail with update notice that the customer has placed an order and is provided details of the request

Assigned HUB team member will update the project details as progress is made accordingly

Jeff is notified of an equipment request and requested to develop a quote for budgeting purposes only SD/DD

Is the quote SD/DD or CD?

HUB

CD

Receives an e-mail notifying them of an equipment request and to begin developing three quotes. The external requestor is cc’ed to the e-mail

MARKETING

HUB team member

HUB Director

SUBMISSION CONFIRMATION REQUEST DETAILS

REQUEST DECISION PROJECT UPDATES

Capture external service request

SUBMITTED REQUEST DETAILS

External services

Request approval

UPDATE REQUEST STATUS ASSIGN / REJECT

REQUEST DETAILS

EXTERNAL CLIENT REQUEST Assigned HUB team member

APPROVED REQUEST

ASSIGNMENT DECISION

ASSIGNMENT NOTIFICATION

PROJECT UPDATES, NOTES, AND COMPLETION

Request assignment

ASSIGNED PROJECT DATA

Manage external service project

PROJECT DETAILS PROJECT UPDATES, NOTES, AND COMPLETION STATUS

DESIGN & CONSTRUCTION Our design services focus on environmental planning and operational performance, informed by stakeholder interviews, site evaluations, and data analysis. Every recommendation from layout and adjacencies to equipment placement and infrastructure is rooted in optimizing the space for real-world conditions.

COMPASS INVESTMENT

If project is a renovation to existing space, coordinate site visit (as needed)

Create HUB proposal for construction managment fee, submit to FA

For fully managed projects, set up initial budget summary using HUB template.

For smaller projects, set up budget for spend tracking.

Internal kickoff call with RDO/RVP (up to RDO discretion if culinary joins this). Discuss project scope.

If investment funded, discuss amount earmarked for project and what investment is funding. If client funded, discuss if client budget for project has been set

RDO/RVP coordinates kickoff call with client to introduce players, outline scope assumptions, establish timelines, and confirm budgets ¹

CLIENT FUNDED

Create HUB proposal for construction managment fee, submit to FA

If project is a renovation to existing space, coordinate site visit as needed

Inquire about client design team and request a follow up meeting with the design team (AoR, MEP, interiors) to introduce project and set cadence for coordination

Send signed proposal or PO to Jasma to file

Issue inital POs through investment cost center

If investment, proposal is not marked up

Engage FS designer - obtain proposal

For projects that include interior design, work with RVP/RDO to schedule interior design kick off meeting with client stakeholders

Develop initial concept/schematic with design partner(s). Review with Ops and culinary to validate design.

Revise as necessary

Send SD plan to equipment dealer for budget pricing

Start schematic design with kickoff call to review scope and concepts

Create HUB proposal. Mark up design service up by current % mark up rate. Send proposal for internal approval before providing to client

Issue inital POs through HUB cost center (68004)

Send signed proposal or PO to Jasma to file

For Compass investment projects being managed through construction, send to pre-construction partner for SD level pricing exercise.

If necessary, revise plan to meet budget

RDO/RVP to setup call with client to review initial SD concept and projected costs (either equipment or full cost).

If approved, move into DD phase

Provide CAD/ Revit background to client AoR for coordination.

Request invite for project coordination calls if not already invited

¹ Inquire about client design team

and request a follow up meeting with the design team (AoR, MEP, interiors) to introduce project and set cadence for coordination

Onboard architect/engineers if funded by investment. Develop project design schedule to share with client. If a/e team is hired by client, begin coordination

After client approval and signoff, move to design development

Review equipment with Ops and CEC to validate equipment selections prior to finalizing DD set

If engaged for interior design, review proposed finishes and any renderings with client stakeholders.

Revise as necessary.

Document client approval on final selections

Finalized DD Set: For projects fully funded by investment, DD price check with pre-construction partner; For all projects: DD equipment budget pricing via FB bid process

DESIGN & CONSTRUCTION PROCESS If managing construction, submit drawings to GC partner for final pricing / bids

At completion of CD package, submit final foodservice equipment package for pricing via FB bid process

Get final client approval on costs/project.

For fully funded projects, schedule construction kick off. Discuss construction schedule and identify start date.

If project is over budget, Ops to schdule a call to review with client. If project is on budget, Ops to confirm project cost with client. Proceed with CD phase

if over budget, identify VE opportunities to discuss with client

Design partners begin CA phase

Fully funded projects: coordinate and schedule OAC meetingsDesign only projects: Share client OAC invite with design partners for participation as needed

Design partners begin CA phase

Full funded projects: Develop final CD package.

Provide to completed CD package to client for review if required. Architect submits for permit.

Periodic site visits as required

Project closeout / punch list

MARKETING & STORYTELLING We help communities define who they are and express it with clarity and intention. From brand foundations to digital experiences and on-site activations, every touchpoint is designed to work together, reinforcing a cohesive story that builds trust and strengthens connection.

Request submitted via email/ phone/ in person(internal or external)

Request submitted through website

Derek & Taylor review request - if valid, Taylor submits it to the HUB portal

Discovery call with client to determine scope

Request submitted through HUB portal (internal)

Reviewer reviews request, forwards to Director of Marketing & Marketing Manager

Discovery call with internal stakeholders

Proposal development (reviewed by Phillip, Agathe, & Davis)

MARKETING & STORYTELLING Branding

Photo / video

Establish contract for ongoing support

New Client

Use full contract; Andrea sends to client after client signs, HUB executes

Contract development (proposal is sent to Andrea, The HUB legal)

External project kickoff call

Existing client

Use shortened contract; Andrea sends to client - after client signs, HUB executes

Get final client approval & close project

Menu templates

Website

Project execution

ACTIVATION The senior living industry continues to face critical staffing shortages and high turnover, particularly in foodservice and hospitality roles. The Hub’s Centralized Staffing Team (CST) helps improve retention by integrating dedicated support specialists, advanced tools, and focused training into the hiring process.

Request submitted via email / phone / in person (internal or external)

Smallwares

Request submitted through website form (external)

Reviewer reviews request, forwards to Allison

Discovery call with client to determine scope

Request submitted through HUB portal (internal)

Reviewer reviews request, forwards to Director of Activation

Discovery call with internal stakeholders

Lookbooks and proposal created

by Allison and Reviewer

SMALLWARES & UNIFORMS ACTIVATION

Uniforms

Client makes revisions and signed contract is executed

Branded collateral

Project execution

Close project and complete billing

PROCUREMENT We oversee the sourcing, specification, and coordination of furniture, smallwares, and equipment across every phase of a project. Our team evaluates options based on operational requirements, budget parameters, lead times, and lifecycle considerations to support reliable, cost-effective outcomes.

Submit HUB replacement portal (https:// compassequipmentguide.com/) for single quote, or send to Jeff if multiple bids are needed.”

Replacement equipement

Equipment for a project

Ensure you know who is paying the bill, so the dealer uses the right program (Compass pricing vs member pricing, and note external partners need to be at member pricing)

If not budgetary and is in DD phase, project submitted through HUB portal first (5 mins)

Once submitted through portal, if “stranger” Phillip runs a check with the Foodbuy member roster to ensure no conflicts (24 hours)

If conflict, we must decline to participate

If budgetary, send to Director of Procurement directly for bid (budgetary bids usually take 1-2 weeks depending on project scope and size)

If no conflict, HUB user submits project bid intake form in Smartsheet AI portal- Note at this point it should be identified if Compass or member (5 mins)

Bids get sent out to the dealers chosen in the intake (at least 3 typically), if all required items are submitted in the intake (drawings, equipment schedule/specs, and 114000) it will be sent within 48 hours

All project bid questions are asked and answered in the Smartsheet portal, and project must be registered with Phillip for a CUS ID number if external (24 hours)

Director of Procurement can also help optimize spec based on needs and contracts/ programs (1-5 days)

If external send to Director of Procurement and CC VP, if Compass HUB team can enter

Bids typically are returned in approx. 2 weeks of bid packet being verified and sent out.

Is project budgetary?

EQUIPMENT PROCUREMENT PROCESS

Once bids come back, export excel version of bid docs and download PDF’s.

Once bids come back, export excel version of bid docs and download PDF’s.

Once award decision for the project is made, the award must be made in Smartsheet by the HUB team.

Once award decision for the project is made, the award must be made in Smartsheet by the HUB team.

Change orders need to be sent to the HUB team member in charge of the project, if a Compass PO is used, wait until project has last change order to update Capex PO to final number. *Note invoice should be sent after first PO is ordered

PO and estimated VA loaded in external tracker

Once project is finalized, reconcile after 60 day in arrears reporting comes in to assure all VA is captured and reported.

FOODBUY NEW MEMBER SET-UP PROCESS Our set-up process ensures every engagement begins with the right structure in place. By coordinating project kick off calls to establish workflows, documentation, and operational requirements upfront, we create an organized framework that supports efficiency, accountability, and successful project delivery.

Submits project request to HUB portal

DISTRIBUTORS

FOODBUY

SENIOR LIVING

CUSTOMER

SCOOPS

START

Reviews project intake form

Validate not already a customer in Foodbuy system

Customer rejected

Inform Scopos can’t move forward

Customer approved

Submit project docs to Foodbuy bid desk

Foodbuy desk completes bid process & collects customer info

Review bids & provide to customer

FOODBUY NEW MEMBER SET-UP PROCESS

Place order with distributors; distributors place orders with manufactures

Award bid

Receive bids from Foodbuy & provide to Scopos

2-4 weeks depending on project size

Inform Foodbuy bid team & member experience once award is given

Member experience sets up new customer & bid team logs

Time depends on order complexity

Product is delivered

Inform Foodbuy once customer places order

Foodbuy system informs distributor of new customer

Collects data

Reach out to customer

Supply America/ Johnson Lancaster report data & pay VA

Accounting pushes VA to sector

30 days after order is placed & invoice is created

BILLING Our billing process is built around accuracy, transparency, and efficiency.

From proposals and invoicing to purchase orders payment tracking and reporting, we provide clear financial documentation and responsive support, giving clients confidence and clarity at every stage of the engagement.

Investment billing

Billing numbers are added to the PTR by the VP or Manager of Operations

Director of Design & Construction generates billing invoices

Internal/etransfer/ billing design, procurement, activation

Internal transfers monthly billing numbers are added to the billing recap spreadsheet by Director of Design & Construction

Manager of Operations updates the PBO tab on the PTR with billing numbers

Outside AR billing design, procurement, activation

Billing numbers are noted on the PTR report weekly by VP’s, Director of Design & Construction and Manager of Operations

Sr. VP and VP confirms the numbers on the PTR report

MONTH-END BILLING PROCESS Director of Design & Construction upload invoices to the HUB billing folder, by year & PD

Manager of Operations updates the PTR, submits investment billing to fixed assets and includes billing invoices and billing recap

Manager of Operations submits etransfers to appropriate cost center

Client is set- up (if required) in eMorrison

Payment is due upon set payment terms

Invoices are generated in eMorrison by the Manager of Operations.

Invoices will include activity code and delivery dates

Invoices are sent to the client

by Manager of Operations

PORTAL

SALES TAX Staying current with state sales tax requirements is an important part of maintaining compliance.

The following guide outlines the process for verifying state sales tax registrations and ensuring each cost center is properly registered.

Log into E-Finance

Select a HUB cost center

Select eFin2

Select Reports

Export to Excel

Select Outside AR

Select Outside AR customers

Select Active & Inactive By clicking the both button

Run the report

Create a tab for the cost center that you ran

STATE SALES TAX REGISTRATION VERIFICATION PROCESS

Repeat this process for all HUB AR cost centers and export to the original excel file and create a tab for each cost center

Once completed filter cost center column and cross check to your master HUB sales tax report to ensure we are registered in every state we have issued and outside AR

Create a tab for the cost center that you ran

PORTAL

NEW VENDOR SET-UP Our new vendor set-up process creates a clear, consistent path for bringing new suppliers into the organization. Each step is designed to support informed decisions, streamline approvals, and position each vendor for success.

Not preferred vendor Utilize the Book of Records located on Foodbuy’s MyCompass page

Preferred vendor

NEW VENDOR SET-UP

Receive email showing sector CEO approval Submit Supplier Maintenance Request Submit Model Market Exception request

Submit Add to MyFinance request

PORTAL

LEGAL CONTRACT PROCESS Our legal contract process connects Hub team members with the right resources, requests, and project support.

From request submission and approval through assignment, project updates, and completion, the workflow provides clear visibility and coordination at every stage.

DESIGN & CONSTRUCTION

Compass client

Use abreviated proposal without legal language

External client

Use long form proposal with legal language

MARKETING & STORYTELLING

ACTIVATION

PROCUREMENT

LEGAL CONTRACT PROCESS

Have client agree to the proposal and sign the document

Use signed proposal as backup and proof of client approval

HUB counter signature by the HUB VP

Have client agree through email or verbally. Does not need to sign as that will occur in next step

Share agreed upon proposal language with Legal. Legal will generate a DocuSign for the Client to Sign to formalize the agreement and capture client approval

HUB counter signature by the President of the HUB