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
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
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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”
$7M June 1, 2025 Centralized Staffing is added
Activation Services is added
HUB Achieves 7M in revenue with a budget of 25M for 2027
... and more to come
Phillip Dopson PRESIDENT
Yvette Carr
Brian Larsen
EXECUTIVE ADMIN
VICE PRESIDENT OF SALES
Derek Sullivan
Taylor Smith
Mark Chiarletti
Erin Porter
SENIOR DIRECTOR OF STRATEGIC MARKETING
SENIOR MARKETING MANAGER
DIRECTOR OF DESIGN & CONSTRUCTION
DIRECTOR OF DESIGN & CONSTRUCTION
Jasma Soden
Glenn Bradley
OPERATIONS MANAGER
VICE PRESIDENT
Allison Daly-Saad
Jeff Frishman
DIRECTOR OF ACTIVATION
DIRECTOR OF PROCUREMENT
Kristina Varnalis
Kwesi Bannerman
Austin Sommer
Nova Witkoski
DIRECTOR OF DESIGN & CONSTRUCTION
DIRECTOR OF DESIGN & CONSTRUCTION
DIRECTOR OF DESIGN & CONSTRUCTION
DIRECTOR OF DESIGN & CONSTRUCTION
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