First Bank St.Louis RFI Response
TABLE OF CONTENTS
teknion.com | luumtextiles.com | studiotk.com
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Thank you for the opportunity to participate in the First Bank RFP. We are honored to be considered for furniture procurement and installation for your headquarters in Creve Coeur. Through our partnership with Teknion, a total solution global manufacturing company, Facilitec is powerfully positioned to help First Bank create an office environment that supports people's unique needs and addresses the banking industry's specific challenges. Facilitec understands that the nature of retail banking is shifting alongside the changes in how society defines work and the workplace. Through our partnership with Teknion, we have consistently provided full-service solutions that support our banking clients in the following ways: • Providing thought leadership • Safeguarding against surprises • Reducing and managing costs with creative solutions • Anticipating market demands and proactively pivoting • Providing dependable, rapid disaster recovery Facilitec and Teknion have over 35 years of combined experience in the banking industry spanning from St. Louis to Canada, including a 25 year relationship with Bank of Montreal, CIBC, and Bank of Toronto. In addition to experience with banking industry clients, both Facilitec and Teknion are family-owned, just like First Bank. Our values allow us to build authentic business partnerships with our clients by actively listening, engaging, creating, and exceeding your expectations--long after the furniture has been installed. We understand that First Bank wants to create an engaging, collaborative, welcoming office environment that exudes a sense of community. To achieve this, we’ll take a user-centric approach, shaping spaces where people want to be and where they can do their best. Throughout this project, our partnership will be powered by Teknion. Established in 1983, Teknion is vertically integrated and owns 90% of its Tier 2 supply chain. In addition, the company controls material preparation, component manufacturing, scheduling, and labor. Our collaboration with Teknion equips Facilitec with an exclusive portfolio of innovative office furniture and architectural products that elevate your aesthetic and make your space more efficient. Both Facilitec and Teknion operate like small businesses, but the results we achieve are mighty. We take advantage of our smaller size by creating more flexibility and quicker decision-making. Seasoned by our significant years in the industry, our team is eager, proactive, and willing to walk with you every step of the way. Your goals are our goals, and we will reach them together! We welcome your business and look forward to your feedback. Thank you for the opportunity to earn your business!
business matters
PRODUCT PRESENTATION
Management Approach
PROJECT TEAM + EXPERIENCE
EXECUTIVE SUMMARY
a letter from our team
PRICING PROPOSAL
WORKPLACE STRATEGY
MANAGEMENT APPROACH
BUSINESS MATTERS
OUR APPROACH Facilitec is an agile integrated services firm that designs and installs commercial furniture and architectural elements. Our alignment with our product partners is decentralized which means we can get creative and custom while still being affordable. INTEGRATION SERVICES We are more than furniture design. We will work with your partners to fully develop your space. Our goal is to simplify the job for First Bank and create a valuable return on investment. QUALITY PRODUCT By pairing with brands we believe in, First Bank can be sure that we have done extensive research into their products to ensure that you are getting the very best. Quality materials, quality construction, and quality design all equal a quality space. COMMUNICATION It is our priority to listen to you and find out what you truly want – we will stand at our side throughout the entire process. What’s more, we won’t disappear after your space is completed – we are at your disposal for years to come. OUR EXPERIENCE Every member of our team is passionate about their job, and they approach each project with integrity and zeal. With a combined 244 years of experience in the industry, we are here for First Bank!
Our mission is to create innovative and functional spaces and solutions to problems for our customers by thoroughly understanding their needs and building lasting partnerships - day one and beyond.
Mark and Georgina set out to build a business where clients felt taken care of and employees enjoyed coming to work. That is still the goal today.
At our core, we are in the people business. If we hire smart, train effectively, and invest in them, our clients will be taken care of. Our team is what makes us great.
We are proud to say that we are a company that celebrates our differences. Being a trusted company that can help hit project goals means a lot to us.
This is a family business, with a continuous, single ownership since the beginning.
At the end of the day, it is our job to listen and help make sure your project goals are met; your critical success factors as we call them.
We want to be a trusted business partner and have spent the last 30 years hiring great people and developing a proven process to be exactly that.
• Toronto, Canada • Mount Laurel, NJ, USA • Tel Aviv, Israel • London, UK • Klang, Malaysia
Located in all major markets around the world
Including NeoCon, HiP, IIDEX, ISDA, LEED, Minister’s Award Government of Ontario
16 in North America 24 in International Markets
15 in Canada 1 in U.S.A. 2 in Israel 1 in U.K. 1 in Malaysia
Including ISO 14001, 9001, FSC, BIFMA e3, SCS, LEED, EICC
171 in North America 83 in International Markets
Across 20 categories
That formed partnerships with Teknion on social and community outreach programs
Such as USGBC, CIPEC, EXCEL, TERRATEX
Responding to the advent of the social workplace, Teknion created Studio TK as a distinct brand that supports the dynamics of social connection and collaboration. Studio TK is helping to change the culture of today’s workspaces. With our exclusive focus on social applications, we are creating spaces that are responsive to all the ways we learn and teach and all that those processes demand. From quiet focus to creative collaboration, social spaces are creating a new type of environment that is improving well-being and increasing productivity across the workplace.
Teknion has a history of imagining what’s possible. We have acted upon our vision to grow as a family of brands, embarking on a bold initiative to expand our capabilities by establishing and expanding Teknion Architectural Interiors, Studio TK and LUUM Textiles.
Addressing a need for innovative textiles in the work setting, Luum combines creativity with clear performance intent. Luum fabrics animate the workplace with color and texture, adding comfort and a distinct character that captures the personality of culture. At Luum, we’re always looking ahead and imagining the ways our collections will be used. It’s why we work by hand at the fiber level to understand—and ultimately influence—how our materials will perform in the built environment. Luum fabrics allow us to offer products and finishes that work together—bringing harmony to your space.
Teknion’s Architectural Interiors Group is a smart, determined group of experts working across the continent to build the future of our industry. Our approach is based on collaborating with our customers to support them in reaching their architectural goals. We believe in quality as a process and an outcome, and produce industry-defining wall systems in performance, aesthetics, and durability.
Together, Facilitec and Teknion provide a wide range of services that are backed by industry knowledge and a passion to help First Bank find perfectly tailored solutions to suit your needs.
TEST FITS Verifying that your needs and requirements can be accommodated within your space. SPACE PLANNING Creating high-performance environments that meet your business needs and support your culture. WORKPLACE STRATEGY Determining the best practices for your workplace and team. CORPORATE MOVES Making the relocation of all your furniture – from removal to installation – simple and hassle-free. ARCHITECTURAL WALLS Offering a range of demountable wall products for adaptable and agile workplaces. ANCILLARY FURNITURE SELECTION Curating product for your social spaces – from lounge to amenities and everything in-between. CUSTOMIZATION Making pieces that create unique moments or meet specific requirements without breaking the bank. INVENTORY MANAGEMENT Maximizing your ROI by reusing your existing inventory instead of purchasing new, DAY 2 SERVICES Meeting your ongoing needs – from service and maintenance to moves, adds and changes FINANCING + LEASING Offering financing and leasing options for your furniture. PROJECT MANAGEMENT Ensuring flawless execution of your project. SUSTAINABILITY Ensuring your sustainability goals are met at every step, including LEED certification. COVID-19 From fully redesigned solutions to COVID-19 retrofits and specialty items, we have you covered.
executive summary
At Facilitec and Teknion, we pride ourselves on being accessible, authentic, human beings. Our entrepreneurial spirit empowers our teams to make big decisions quickly, so you never feel small. We try not to take ourselves too seriously, but we are very serious about designing the right solutions for our customers. We share a “can do, will do” attitude and we designed our company to be agile, responsive and a little bit different, for you.
VERTICALLY INTEGRATED We own and operate our manufacturing facilities, so we can leverage our in-house capabilities. We challenge ourselves to push our quality, sustainability and customization capabilities beyond what is expected. ENTREPRENEURIAL Despite our size, we remain agile and accessible. Creativity and ingenuity are encouraged throughout the organization. As a result, this drives innovation and progress, which benefits the customers we serve. COLLABORATIVE We do not prescribe solutions. We listen and observe, then share our insights to advance ourselves, our customers and the industry. ENDURING Our integrated product portfolio benchmarks the best of design, while protecting our customers’ investments as their needs evolve. UNIVERSALLY ALIGNED We combine local insight and global oversight to ensure a worldwide standard of product and service excellence. Our worldwide operations are aligned across geography, ensuring our customers experience immediate and consistent interaction.
Our company culture and value is defined by our people. We are an enterprise of creative collaborators that challenge what is possible every day to meet our customers’ expectations.
project team + experience
Ben Gaar
PROJECT ROLE As the spokesperson for the South-Central region, Ben will promote a consultative selling approach amongst his team, putting your needs first. This will include coordination between Teknion’s regional account management team, dealer partners, and applicable product specialists. Throughout the project, Ben will maintain close relations with all team members, ensuring service is focused and efficient. WORK EXPERIENCE Ben began his contract furniture career in 2011 as Project Manager with a Knoll dealership based in Dallas. Recognizing his ability to engage with customers and manage multiple high-profile accounts, Ben moved into a sales role for the manufacturer’s architectural wall product. Joining Teknion in September 2013, Ben started as a District Manager within the South-Central region and was promoted to Regional Vice President in 2017. Throughout his career, Ben has received industry endorsements for his skills relating to new business development, account and project management, customer service, and marketing.
REGIONAL VICE PRESIDENT
Facilitec and Teknion employees embody an entrepreneurial spirit. All are empowered to share ideas to raise the bar of our designs, our operations and the manner in which we serve our customers and communities. We are a powerful mix of strong leadership and independent-minded collaborators. At its core, our combined culture is about ownership of work and employee satisfaction. This translates into the best solutions and strongest relationships with our customers.
PROJECT ROLE Rick is responsible for overseeing and cultivating the Facilitec/First Bank/Teknion relationship. He will serve as your primary point of contact and will assist the team in the development of a product and service program specific to your company and project goals. In short, it is Rick’s responsibility to ensure your complete satisfaction with all facets of the customer experience provided by Teknion and our project partners. WORK EXPERIENCE After a career outside of furniture, Rick got his start in the industry in 2017 as an Account Manager with a Missouri-based dealership. Joining Teknion in December 2021, as Business Development Manager, Rick transitioned to the manufacturer side of the business. Rick is extremely active in his local IIDA chapter, including serving on the Board of Directors as VP of Professional Development.
Rick Wasmer
BUSINESS DEVELOPMENT MANAGER
PROJECT ROLE Throughout our relationship with First Bank, Doug will be responsible for the overall productivity and effectiveness of the Teknion sales organization. He will foster a close working relationship with internal and external stakeholders to ensure proper resource alignment. WORK EXPERIENCE Doug entered the contract furniture industry as a Manufacturer’s Representative for several independent commercial office furniture manufacturers in Colorado. He joined Teknion in October 1998 as the District Manager for the Rocky Mountain states. He has since held progressive leadership positions including Regional Sales Manager and the newly created position of Regional Vice President. Steadfast in his ability to achieve successful project execution and customer satisfaction, Doug was asked and accepted the role as Vice President, Sales for Teknion. Doug has been recognized in the industry for his skills in new business development, account management, construction, and sustainability and overall project strategy and delivery.
Doug Meyer
VICE PRESIDENT, SALES
PROJECT ROLE As Business Development Manager for Teknion Architectural Interiors, Aaron is responsible for developing an appropriate wall solution and service program specific to First Bank’s needs and requirements for architectural interiors. WORK EXPERIENCE Aaron has a broad level of experience that relates to the commercial furniture industry, especially Architectural Interior product. He has held positions of Field Application Specialist with Acousti Engineering, and Commercial Sales Account Manager with Armstrong World Industries, representing their Commercial Acoustical Ceiling, Grid and Wall product. He also served as Architectural Consultant and Business Development Manager with ASSA ABLOY Door Security Solutions. Aaron has also been self-employed as the Co-founder and Managing Member of a building and development company in Florida. Aaron came to Teknion in March 2022 in his current role as Business Development Manager for Teknion’s Architectural products. Aaron has earned industry endorsements for his skills relating to customer relationship management, team leadership, and architectural acoustics.
Aaron Christine
BUSINESS DEVELOPMENT MANAGER, ARCHITECTURAL INTERIORS
PROJECT ROLE Tara is available to identify and discuss any specific product requirements or expectations relating to the Studio TK offering. She will be your resource with respect to product application and specification, product training, and materials, including samples. Tara will work with the project team ensuring a seamless integration across the Teknion family of brands. WORK EXPERIENCE Tara’s knowledge of the furniture industry and its trends, truly benefit every project in which she is involved. Tara has held positions of interior designer and project manager with Dallas based design firms, and sales representative with Metro Wallcoverings. Tara first came to Teknion in 2008 as District Manager. After exploring the roles of A&D Market Manager with Allsteel and Design Consultant with Symmons Industries, she returned to Teknion in 2015 as Market Manager for Studio TK. Tara holds a Bachelor of Science, Interior Design and has received industry endorsements for her skills relating to interior design, account management, and upholstery.
Tara Page
MARKET MANAGER, STUDIO TK
Emily Craig
Project Role: Day to Day P.O.C. • 1 Year with Facilitec • 10 Years of Experience
SR ACCOUNT MANAGER
Project Role: Lead Designer • 15 Years with Facilitec • 23 Years of Experience
Angie Bollman
DESIGN DIRECTOR
Brian Randazzo
Project Role: Executive Oversight • 6 Years with Facilitec • 13 Years of Experience
VP, BUSINESS STRATEGY
Mark Dickey
Project Role: Onsite Lead • 1 Year with Facilitec • 25 Years of Experience
FIELD PROJECT MANAGER
Amy Cook
Project Role: Customer Service Lead, Order Entry • 1 Year with Facilitec • 17 Years of Experience
PROJECT COORDINATOR
Project Role: Installation Lead, Scheduling
Debbie Roche
PROJECT COORDINATOR – INSTALLATION
FACILITEC
• Attendance at all project meetings • Consultation on product application and layout • Furniture specifications and CAD support • Preparation of purchase order from floor plans • Site checks and preparation of installation drawings • Coordination of ship dates and arrangements • Supervision of delivery and installation • Deficiency checks and post-installation audit • Performance of user-orientation seminars • Management of warranty repairs • Ongoing customer service, product application, support and sales • New requests and reconfigurations • Ancillary elective services as requested by First Bank
TEKNION
• Workplace strategist and change management consultants • Technical attendance at project meetings when needed • Attending provisional and final acceptance checks • Day 2 support and warranty claims • Ongoing product/information updates • Strict adherence to First Bank standards and playbooks
CIBC (Previously The Private Bank) St. Louis, MO 5+ years 18 Private Offices, 20 Workstations, 570 Linear Ft of Altos. Beth Murphy l Facilities Manager l US Corporate Real Estate 120 S. LaSalle, Chicago, IL 60603 Tel: 312-564-3988 l Cell: 708-560-0961 Email: beth.murphy@cibc.com
CUSTOMER NAME LOCATION LENGTH OF RELATIONSHIP VOLUME CONTACT INFORMATION
Wells Fargo St. Louis, MO 10+ years Entire Campus of Optos Glass Walls. Over 8+ Floors Steve Wittlich – Corporate Properties Group Project Manager Tel: 314-565-5100 Email: Steve.Wittlich@wellsfargo.com
RBC National Contract in Canada 12+ years All retail work and demountable walls for corporate locations across Canada
CUSTOMER NAME LOCATION LENGTH OF RELATIONSHIP VOLUME
TD Worldwide 25+ Years All retail work and corporate work worldwide
BMO Worldwide 25+ Years All retail work and corporate work worldwide
CIBC Worldwide 25+ Years All retail work and corporate work worldwide
Scotiabank Worldwide 5+ Years All corporate demountable walls and international business
TIAA-CREF (P) State Street (P) Citigroup Inc. (P) TD Bank NA - US Corp HQ Apollo Global Management LLC (P) American Banking Association Piper Sandler Companies Bank of America (P) JP Morgan Chase & Co. (P) Rushmore Loan Management Services LLC Invesco Ltd. Cambridge Investment Research Inc Cetera Financial Group Inc Firstrust Savings Bank Fidelity Investments (P) Towne Bank Compeer Financial NFFCU - Nassau Financial Federal Credit Union Mercer Advisors Boston Trust Walden Co Third Coast Bank SSB Avant Third Rock Ventures LLC DRA Advisors LLC Shenkman Capital Countrymark Cooperative Holding Corp Charles Schwab MAI Capital Management Sembler Investments Greenbriar Equity Group LLC Firstbank Fremont Group LLC Santander USA Innovest Vanguard Group Inc Raymond James & Associates Public Financial Management (PFM) MSCI Inc (P) Insight Venture Partners LP NYDIG R-T Specialty LLC Pinnacle Bank Nicolet National Bank Security First Bank Marathon Capital LLC Jordan Company Pacific Western Bank Ameriprise Financial Benefit Street Partners George Weiss Associates Vermont Federal Credit Union Castlelake LP Baird Capital Partners Management Company III LLC (P) BBAM LP Hudson River Trading Interactive Brokers RUBICON Technology Partners LLC Nelnet Inc (P) Shore Capital Partners LLC Aprio Technologies Inc Service Finance Company LLC Glens Falls National Bank Permira Advisors LLC Dart Bank Midwest Holding Inc Wings Financial Credit Union First Horizon Bank Pioneer Bank And Trust KBC Group Varagon Capital Partners LP Ares Capital Berkshire Hathaway Inc. (P) Chicago Trading Company Steel Equities Clearstead Advisors Ocean First Bank Tri State Capital Bank Stockbridge Capital Group LLC Clovis Point Capital LLC Midcoast Federal Credit Union United Bankers' Bank Bridgeworth Financial Punch Investments Coulee Bank Global Infrastructure Partners LLC People First Federal Credit Union Northern Trust Corporation BancorpSouth Bank Grey Rock Energy Partners Landmark Credit Union Chotin Group Thomas Title & Escrow Servis 1st Bank Colony Family Offices Hamilton Lane Advisors Bradesco BAC Florida Bank Greater Nevada Credit Union CNB National Bank & Trust (formerly Genesee Valley Trust Co) Adams Wealth Advisors LLC Champlain Investment Partners Adelphi Bank Flushing Bank Lone Peak Advisers Inc PineBridge Investments LLC Horicon Bank MissionSquare Retirement (formerly ICMA-RC) Amoco Federal Credit Union Bangor Savings Bank Farm Bureau Bank FSB Summit Mortgage Corporation Verabank Trustmark Corporation Putnam Investments Tria Capital Partners Scotiabank US Ent Federal Credit Union Avenue Securities LLC Melvin Capital Crux Wealth Advisors First Bank and Trust Company Tschetter Group McKinsey & Company Inc Maverick Capital Ltd First Resource Bank Skowhegan Savings Bank Magna Investments Sping Oaks Capital Reading Co-operative Bank Home Federal Bank of Tennessee Intrua Financial LLC Encore Capital Group Inc. Sky Island Capital Longitude Capital Management Co LLC Millennium Trust Company LLC Truist Credit Human (SACU) Guadalupe Bank Solar Capital Supreme Lending EMC Insurance Group Inc. Consumers Credit Union InRoads Credit Union Pacific Premier Bank Firstmark Credit Union Maine State Credit Union The Hartford Trustar Bank Acrisure LLC Vulcan Value Partners LLC Banco Itau Europa International Together Credit Union Barings Real Estate Advisers LLC Village Bank Safra Bank Fidelity Financial Corporation Avadian Credit Union CIBC - USA Academy Mortgage Corp Wellspring Financial Advisors LLC Ranger Investments UBS Financial Services Inc. Arbor Investments Colten Mortgage Pharos Capital Group LLC Feldman Wealth Advisory Enlightenment Capital Professional Bank Edge Capital Group LLC First State Bank and Trust LCG Advisors Lido Advisors Inc BNP Paribas Securities Corp.
Asurion Gulch Hub Corporate Campus 550,000 SF across 17 floors 7,000 linear feet of Teknion Optos architectural walls
PROJECT NAME SIZE VOLUME
PROJECT DESCRIPTION Global tech care company Asurion consolidated 4 separate offices into a dynamic new corporate campus dubbed the Gulch Hub. With over 2,000 employees, Asurion is Nashville’s largest private company and their need for innovative workspace is always evolving. The new Gulch Hub headquarters is designed to do just that - grow and change as the company continues to expand both their workforce and brand. Flexibility was a central theme to the overall design. Creating an array of spaces for individual work, collaboration, and innovation as well as accommdating dining, wellness, and community needs was extremely important. Across 17 floors, 7,000 linear feet of Teknion architectural walls were installed to create various meeting rooms and private offices. Asurion selected the Optos product line due to its flexibility and adjustability. Various custom design features, such glass inserts in the doors and custom hardware, tailored this solution to Asurion’s desired aesthetic. To maximize acoustical privacy, drop seals were added to the doors. A side panel adjacent to the doors enabled electrical and data cabling to be seamlessly integrated and accessible if requirements in a space require future modification. Overall, the walls solution provides a future-proof solution that will serve Asurion’s changing needs for many years to come.
PROJECT DESCRIPTION After 8 years of growth in the Nashville market, Servis First opened a new Nashville headquarters at BroadWest, a highly anticipated, 1.2 million square foot mixed-use community connecting downtown and midtown. This significant move included expanding to 20,000 sq ft of office space and relocating their banking center to the center of this new development. The design of both facilities aims to reflect Servis First’s classic brand and conservative approach to banking. In the office suite, creating a sense of community and prioritizing access to daylighting was essential. All the shared spaces (conference rooms, break room, training room, etc.) were placed on the perimeter while workstations and most private offices remained on the interior. Privacy and adjustability were the central themes for the workstations and private offices. Height-adjustable desks were utilized to promote mobility and wellness while 51”H panels provided the necessary seated privacy without limiting exposure to daylighting.
Headquarters Relocation 20,000 SF Height Adjustable Desks, Workstations, Private Offices
PROJECT DESCRIPTION By establishing a new corporate headquarters at Peabody Plaza, Fourth Capital is setting the bar for the future of banking. Both their new customer retail space and corporate office embody the personal and highly customized nature of their banking model. To support this highly detail-oriented aesthetic of the new facility, Fourth Capital chose Teknion Tek Vue as their glass storefront solution. The slim profile, precise engineering, and clean, modern aesthetic made this the perfect solution for their innovative, new workplace. In addition, luxurious finishes and elegant furniture translate their boutique brand into an immersive experience for guests and employees alike.
Headquarters Relocation 51,000 SF 41 workstations, 23 offices, 5 meeting rooms, various lounge spaces, café, 273 linear feet of modular walls
management approach
Facilitec and Teknion maintain consistent and stringent quality assurance standards at every level of our organizations. Continuous improvement of our employees and production processes are the keys that position us both as an industry leaders in design, manufacturing, and fulfillment. Our continuing investment in technology and automation improves the consistency and repeatability of our products. We pride ourselves in achieving the highest standards with regard to customer satisfaction. Alignment with customer expectations becomes the fundamental metric by which we judge our collective success.
ONE TEAM. ONE PRACTICE. Facilitec + Teknion are a first-rate team of professionals who will coordinate the planning, design, programming, installation and ongoing service for First Bank. Responsive, accountable and experienced, we will work with your team in a consultative approach to manage your project. SIMPLIFIED COMMUNICATION We will provide a single point of contact to manage your account and streamline communication throughout the process. With face-to-face communication, project details and ongoing adjustments can be easily discussed, quickly approved and implemented without hassle. BEST PRACTICES Facilitec + Teknion understand that First Bank requires an economic, yet comprehensive office furniture program. We’re recognized for our professional team and services. As specialists in the workplace, we partner with companies to create and manage individual workspaces and entire workplaces to support business objectives. ACCOUNTABILITY We are committed to providing First Bank with immediate response throughout your project implementation. As a regional business entity, we are familiar with the local community and building sites, thus streamlining the delivery process. Furthermore, you will receive the quickest response times for your service needs, as our local facilities are right around the corner. You gain time efficiencies for deliveries, and prompt access for service calls. Our installation team brings their expertise to manage your project seamlessly. You can be assured that we will take care of your project implementation, so you can focus on running your day-to-day business activities.
Our mission is to create innovative & functional spaces and solutions to problems for our customers by thoroughly understanding their needs and building lasting partnerships - day one and beyond.
Single Point of Contact: Emily Craig, dedicated First Bank advocate and Facilitec liaison. Coordinated Team Support: Consistent support and coordination across geography. Project Coordination: Logistics planning; guidance on how to maintain corporate consistency while accommodating local requirements. Dealer Qualification: Consistent quality, appropriate capacity and skill sets across geography as needed. Strategic Product Application: Efficient, cost-effective use of product to maximize productivity and utilization. Financial Capability Set: Expertise on space utilization, inventory management and life cycle cost. Priority Lead Times/Reliability: Programs that proactively support customer requirements. Innovative Contractual Support: Terms that support individual customer requirements. Reporting: Ability to provide local and comprehensive furniture purchasing reports, including Annual and Quarterly business reviews. e-Commerce: Supporting customer’s e-Commerce needs. Executive Sponsorship: Engaging customer and team with relevant information at appropriate intervals.
Our Major Account Program is a focused strategy for managing large, complex accounts across geography. The Program supports multiple layers of the customer corporation with a dedicated, multi-disciplined team. The combined team works with customers to create and implement timely, cost-effective and appropriate solutions by applying consistent methodology, quality products and skilled service resources.
Get to know each other, Review the process, Agree on your Critical Success Factors.
Set design vision, Schematic design, Initial budgets, Critical dates
Product selection, Product pages, Renderings, Finish selections, Final pricing
Purchase orders, Logistics, Manufacturer orders, Acknowledgements
Project management, Product receiving, Delivery scheduling, Installation, Punch list, Service after installation
Client Involvement Key: Heavier Involvement Desired Lighter Involvement Desired
OUR PEOPLE We know we aren’t the first company to make this claim, however we also know that our core business is not furniture, its people. Our industry is full of formidable companies that sell great furniture; so much so that it is challenging to distinguish oneself. It is our people that make the difference, which is why hiring the right people is at the very top of our business flywheel. We do feel lucky to call Teknion a partner, as their values match ours. They have an incredible team that promotes from within, and leaders that have been around for years. They too understand that it is their people that make the difference.. FAMILY OWNED Mark and Georgina Randazzo started Facilitec 30 years ago with the goal of taking care of their clients and employees like they are family. Today, as the business transitions to the next generation of Randazzo’s, this goal remains the same. We want to be your business partner, not just your furniture supplier. We want to listen, understand your goals (Your Critical Success Factors), and take care of you like you are family, before and after your installation. One of the most important Core Values we have is Employees First Always. We whole heartedly believe that if we take care of our business, they take care of our clients. Teknion is also Family Owned, as David Feldberg took over for his father Saul in the 80’s. As a private, family-owned company, Teknion’s core values naturally emerged from those held by the Feldberg family. The principles of integrity and trust, sustainability and service, inform their culture and Teknion’s evolution as a family of curated brands. CRITICAL SUCCESS FACTORS Our process begins and ends with an understanding of your critical success factors. From the outset we facilitate an interaction that ensures we understand your project’s critical success factors before we leave. Without these, we can’t begin to develop a solution for you. These are the things that matter most to you and decide where we invest. They are documented and reviewed throughout the process. We lean on them when making a decision. When the experience is over, we will decide how well we did as a team to help you accomplish them.
INTEGRATED PRODUCT PORTFOLIO Teknion has developed a broad portfolio of products designed to serve the needs of customers with varied requirements. Teknion has brought new products to market with clear consideration for those customers who have standardized on our well-established products. COMMITMENT TO CUSTOMER SATISFACTION Since Teknion’s entry into the market in the early 1980's, our approach to satisfying customer requirements has separated us from our competitors. In partnership with our dealers, Teknion has fashioned an organization that responds quickly to the needs of individual customers. From the development of special products to punch-list management, Teknion’s mandate has always been to consider each customer a future reference for Teknion and our dealers. AVAILABILITY Teknion's senior management team has always taken an active role in measuring success with each and every customer. As such, Teknion customers have the opportunity to speak with anyone in the organization for any reason. Our customers have the assurance that our entire organization is involved in measuring our performance, and that senior management will be available to resolve any issue that becomes important to a Teknion customer. REPRESENTATION Teknion feels that its field representation is the best in the business. Teknion’s direct sales force along with an experienced, professional dealer network provides not only sales expertise, but also real customer services throughout the course of our customer relationships. ATTITUDE At Teknion, we have always considered ourselves fortunate to be chosen as a supplier to companies like First Bank. We take this responsibility seriously and never take our success for granted. We believe that our customers are the reason for our success.
Teknion feels that the following are the most unique qualities that differentiate us from our competitors:
1. Facilitate a meeting to understand your project’s Critical Success Factors – especially related to budget 2. Review your initial space plan and develop an initial budget, typically a budget range, that is based on products that fit your quality, schedule, function, and aesthetic goals 3. Facilitate a review meeting to get your feedback and fine tune our efforts 4. If the initial budget is approved, we will take your feedback and move forward with the design phase of our process
For us, we believe our primary job as your business partner is to help protect your investment. We do this by understanding your critical success factors early on and making sure we consider them throughout our process to ensure your budget, schedule, experience, and all other expectations are met. Facilitec has over 150 manufacturer partners, which allows us to provide you with a solution that is specific to your needs. Our Budget Process is simple and is designed to be sure we are not wasting your time:
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During our kickoff, we will clearly communicate our process and facilitate an interaction that ensures we understand your project’s critical success factors before we leave. This interaction will be documented so that we can reference it when making decisions. We will host an efficient review meeting before we progress to every phase of our process. This meeting will include state of the art visuals to help you provide great feedback. Each meeting will be documented and shared so that we can reference it when making future decisions. Every decision and modification along the way will be documented, saved, and shared with you, which can be accomplished in a variety of ways depending on your preference. A few of these platforms include sharing digital notebooks with all project members which allows for team collaboration and approval tracking & providing you access to an online portal that shares real time information about order progress and tracking after order placement.
Each phase of our project process has 3 simple principles regarding communication and approvals: Listen, Review, & Approve.
FACILITEC TO FIRST BANK • Order Status Report • Project Schedule (POs, Order Entry) • Weekly Project Calls
FACILITEC TO VENDORS • Weekly Order Status Report • Weekly Project Status Call • Order Previews
INSTALLERS TO FACILITEC • Receiving Papers & Packing Slips • Installation Status Report • Install Pictures • Punchlist Status Report
FACILITEC TO INSTALLER • Installation Request Package • Tagged Floorplan & Drawings • Project Schedule • Fill Ratios and Load Plans • Plan Grid Punchlist
ESCALATION We have devised a formal trouble reporting, dispute resolution and escalation process. This process is defined, yet customizable by customer, depending upon identified needs and time frames. To the benefit of our customers, Facilitec and Teknion maintain a decentralized organizational structure, allowing major decisions and solutions to be implemented in the field without the need for escalation to senior management. In general, the following chain of command will apply, with desired resolutions to be achieved within 48 hours. General Project Issues We define general project issues to include, but not be limited to project status tracking, punch-list resolution and run-throughs. These types of issues would be handled at the Account Management Level with input and assistance from Emily Craig and Rick Wasmer. Generally, these types of issues are resolved within 48 hours. Product Quality/Contract/Pricing Discrepancies Emily Craig and Rick Wasmer will also be the main points of contact for all issues regarding product quality, contract or pricing discrepancies. They will work with First Bank to identify problems or repetitive errors and implement a permanent solution. Emily and Rick will be required to keep First Bank abreast of any current resolutions and their outcomes on an ongoing basis. Lead Times/Product Quality/Service Model For large-scale product or lead-time issues, Brian Randazzo or Ben Gaar would be typically be engaged. Generally, they would assist the extended team in implementing any large-scale fixes concerning project quality or lead times. The executive team would also be engaged to ensure compliance with all contractual requirements mutually agreed with First Bank.
The last few years taught us a lot and encouraged us to enhance our processes around lead time management, and product tracking. While our industry is finally starting to get back to normal, Facilitec continues to take the steps necessary to make sure that we control what we can to prevent, predict and solve lead time / logistics issues. Our promise to you is that we will communicate clearly and remain transparent and proactive.
Here is how we accomplish all of this: 1. Facilitate a meeting to understand your project’s Critical Success Factors – especially related to schedule 2. Lead times are typically posted weekly. Our design team reviews this during our Vision and Design phases to make sure we are not proposing s product that won’t work. 3. We provide our clients and the project team a summary of manufacturers proposed and their lead times 4. We provide our clients and the project team a critical schedule summary that is always updated as decisions are made. 5. Lastly, our Project Coordinators review manufacturer acknowledgements diligently to catch issues early so we can find solutions and they keep your project track sheet updated.
As your business partner, we know that issues will come up on your project. It is how we respond to them that matters. Like most phases of our process, the punch list phase will be transparent and clear; you will know what we know. We utilize state of the art technology to make sure of this.
Facilitec’s punch list process is as follows: 1. Our punch process starts once we begin receiving product. A lot can happen during transit and our team takes a careful eye during receiving. If something appears damaged, it is noted immediately on your punch report and a claim is started with the manufacturer. 2. Any issues that come up during installation are also added to the punch report and sent to you regularly so that you and your team are confident everything is being handled. 3. Your punch report is started and kept up with, on a tool called PlanGrid. This tool keeps issues organized by noting them on your floorplan, so you know exactly what is affected, tagged so you know what kind of issue it is, and includes a picture of the issue. 4. Our job is not done until everything on your punch report is crossed off and the corrected work is approved by you.
Value Engineering – After a careful analysis of First Bank transactions, from order entry to punch list completion, we will determine where improvements can be achieved, i.e., reduction of cycle or installation time using different packaging, shipping, staging, or assembly techniques. e-Commerce – e-Commerce capabilities will result in procurement efficiencies such as paper processes reduction and shortened timelines. Annual Commitment Meeting – This meeting will serve to identify key individuals from each organization, as well as identify the specific goals and commitments for these individuals and how they relate to the success of the Facilitec/Teknion/First Bank relationship. Quality Performance Audit – Facilitec and Teknion will rely on professionally developed audit surveys to measure customer satisfaction and identify areas of improvement. These surveys are designed to be conducted during initial installations, and then semi-annually thereafter, will develop the cornerstone for your product and service issue expectations. Quarterly Account Review Meeting – Facilitec and Teknion will conduct ongoing reviews every three-months to identify degrees of satisfaction, and if necessary, to document formal corrective action plans. These comprehensive work sessions will involve formal and/or informal discussions and presentations to assess performance on product and service benchmarks.. Workplace Analysis – Our team will apply an analytical approach to existing furniture standards and processes to identify cost savings opportunities. Product Development Meetings – These meetings will create an opportunity to expose First Bank to Teknion's developmental efforts for future furniture introductions. This will provide a forum for the exchange of ideas specific to your workspace requirements and the development of creative solutions for these requirements. Training Roadshow – Facilitec will work with Teknion to provide training and introductions on Teknion's products to the appropriate First Bank personnel. Training on Teknion's products and programs will be crucial for a successful partnership. Workplace Research – Facilitec and Teknion interact with current and prospective customers and analyzes emerging trends in the workplace to determine what, if any, impact these trends have on productivity. The resultant findings are then channeled to Teknion’s product Steering Team for input into the product development process. Ergonomics Consulting – We can provide ergonomics consulting for our customers upon request.
Our real interest in down-to-earth problem solving has resulted in strong alliances with our customers. We will continue to build long-term partnerships, supported by a commitment to innovative solutions, which will advance the strategic interests of our customers. As part of our account management methodology, First Bank will benefit from the following value-added services:
product presentation
With the ever-evolving nature of workspace, Expansion CityBench is adaptable, flexible and reconfigurable. It empowers personalization with its aesthetics and simple application. This modern easy-to-use system offers endless variations of workstations to suit any form of work setting or office environment, whether it is for a collaborative space, co-working space or a private workstation.
Expansion Casegoods offers a distinctive line of price-competitive laminate casegoods furniture suited to a broad range of freestanding applications and diverse office plans. A uniform product platform simplifies planning while sustaining a consistent aesthetic throughout the office. Expansion Casegoods projects an image of quality at a competitive price. An extensive choice of styles and materials makes it easy to design classic or contemporary office suites tailored to budget requirements.
Tek Room is designed to support the individual or small group when focus, privacy and comfort are needed from the open plan environment. Its universal approach to planning works with a wide variety of freestanding Teknion furniture and allows for easy reconfigurability as business needs change. Tek Room incorporates vertically integrated central power to accommodate various ergonomic settings as well as secondary communication and technology devices. An infinitely dimmable lighting system provides a high degree of environmental control and a more personalized work experience.
At Facilitec and Teknion, we do not prescribe solutions. Instead, we listen and observe and then share the insights to advance ourselves, our customers, and the industry. We strive to be better and a little bit different – more approachable, more collective, and more focused on the right solution for each customer. Please see the product specifications we have prepared for First Bank - we are looking forward to your evaluation.
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Teknion still makes things. True vertical integration gives Teknion the ability to control our global supply chain and every element of production—to manage quality and costs, provide custom designs, and offer flexibility around how orders are organized and delivered. Understanding our customer is a first priority. As co-creators, our job is to listen and respond to each customer’s unique purposes, problems and goals. We want to know who you are, who you want to be, and how your work gets done.
PRICING Teknion will hold the proposed discounts until December 31, 2024. The bid list pricing will be held until June 30, 2024. Homecrest 5.5% increase in April STATEMENT OF UNDERSTANDING AND ACCEPTANCE Facilitec has read the terms and conditions provided by First Bank and do not take any exceptions to the language provided. WARRANTY INFORMATION As we mentioned previously, we believe our primary job as your business partner is to help protect your investment. One critical way that we do this is to make sure all the products in our solution are high quality, durable, and comes with a strong warranty. We won’t let you buy anything we don’t stand behind.
STORAGE Teknion and Facilitec can assist with project delays, starting at how we handle our order entry process. We can work with the client and the project team to determine construction progress and ask manufacturers to not ship until a certain date. If product is in transit and project delays happen, we have a couple options: First, Facilitec and our installation partners can store product for 60 days at no cost to the owner other than double handling, meaning the cost to receive at the warehouse instead of the job site, load and deliver. Depending upon the scope of the storage requirement (amount of product and timeframe), Teknion may be able to store the products in the trailers in which they will be transported, thereby minimizing charges by eliminating double handling charges. The cost of such trailer storage is $75 / day. If trailer storage is not available, the product would be stored locally by Facilitec at the following cost (after 60 days free) of $80/warehouse bay per month. BASE BID LABOR BREAKDOWN • Labor Cost to Receive Product Onsite and Install: $120,000 • Licensed electrician to hardwire 30 base feeds: $2,500 • Licensed electrician to install jumpers and receptacles for workstation beams, PODs: $8,600 • Licensed electrician to provide one electrical permit for the entire project = $700 • (if a separate permit is required for each floor, additional charges will apply.) POSSIBLE ADDITIONAL COST BREAKDOWN • If all product needs to go to a warehouse to be received, stored, loaded and delivered: $25,000 • Warehouse Storage past 60 Days: $90/ Warehouse Bay per month • Teknion Trailer Storage if possible: $75 per day • Possible additional cost if St Louis County forces us to have electricians assemble height adjustable tables (starting to happen more): $16,500
Teknion will, at no cost to the original purchaser and for as long as the original purchaser owns a Teknion product, repair or replace with a comparable product, at Teknion’s option, any part or product sold after January 1, 1995, which fails as a result of a defect in its design, materials or workmanship. For all purposes of this warranty the term “purchaser” is defined as the entity or individual acquiring a new Teknion product as the initial purchaser thereof either from Teknion or an authorized Teknion Dealer.
Teknion warrants its Wood Casegoods products to be free from defects in material and workmanship for a period of 10 years, of single-shift service, from the date of delivery; Task Lights and grommets, which are warranted for 1 year from the date of delivery; Teknion product with fabrics and wood veneers, which are warranted for 5 years from the date of delivery; Complements products (excluding Navigate, QuickShift, Complements and hiSpace Height-Adjustable tables), which are warranted for a period of 5 years from the date of delivery; Lighting products (excluding Sanna, which is warranted for 5 years from the date of delivery), which are warranted for 1 year from the date of delivery; Electrical components, which are warranted for 10 years from the date of delivery; Moving parts, which include glides, slides, casters, user-adjustable worksurface mechanisms, arms, and bases, which are warranted for 5 years from the date of delivery; Teknion warrants its seating products based on a single shift (40-hour week). Usage beyond a single shift (40-hour week) will result in a reduction of the warranty in proportion to the increased usage; Seating mechanisms for all seating products, unless otherwise stated, which are warranted for 10 years of single shift (40-hour week) usage from date of delivery; Pneumatic cylinders for all seating products, unless otherwise stated, which are warranted for 10 years of single shift (40-hour week) usage from date of delivery; Stacking Chairs and related accessories, which are warranted for 5 years from the date of delivery; Around™, Nuova Contessa™, Savera®XL and Variable® chairs are warranted based on multi-shift usage (24 hours per day, 7 days a week) as follows: – Free from defects in material and workmanship for a period of 3 years –Seating Mechanism and pneumatic cylinders: 3 years –Moving parts, fabric and foam: 2 years Tek Vue®, Focus™, Altos® and Optos® Full-Height Wall Systems, which are warranted for 10 years from the date of delivery; The Routes™ flooring system, which is warranted for 10 years from the date of delivery; Teknion HPL Whiteboard for Thesis Flip Top Table, which is warranted for a period of 3 years, of single-shift service, from the date of delivery.
EXCEPTIONS TO THIS WARRANTY INCLUDE:
In no event shall Teknion be liable in either tort or contract for any loss or direct, special, incidental, consequential or exemplary damages. This warranty is the Customer’s sole remedy for product defect. Teknion makes no warranties, including the express or implied warranties of merchantability and fitness for a particular purpose, other than the express warranties contained herein.
Customer’s Own Material or finishes applied to Teknion products (which include graded-in fabrics, which are treated by Teknion as a Customer’s Own Material); Natural Wood Veneer which is a natural material and will have shade differences between veneer sheets, which will be more apparent between differing lots and fading on wood veneers that can be caused by exposure to U.V. rays/sunlight; Wood color, grain and stain acceptance which may occur due to the natural elements of wood; Marble, which is a natural product. Marble’s soft and porous density makes it more vulnerable to damage and chipping; Ballast and light bulbs; Products which have been modified or which have not been installed or used according to Teknion’s application and installation guidelines or warnings; Products that must be replaced due to normal wear and tear, negligence, abuse, accident or shipping damage; Products used for rental purposes.
THIS WARRANTY DOES NOT INCLUDE:
The manufactures quoted herein offer extremely competitive standard lead times for all products manufactured to customer specifications. In general, the following lead times will apply for the products manufactured for First Bank. For Teknion products, lead times are indicative of product manufacture only. 5 – 7 additional business days should be considered for projects within the Continental United States and Canada.
Allermuir < $50K list 57.25% $50K list - $100K 59.5% > $100K list 61.5% Freight is paid on all orders over $8K list Andreu World The discount is 50-10 Freight is 6% com list w a min of $400 Bernhardt The discount is 50-10 Price increase coming on April 1st for 4% Freight is 4% of list Buzzi Space Discount 50% Freight 10% for quoting purposes Davis Discount: 50/10 Freight: For orders shipping to Missouri, Freight rate is 5.5% of LIST COM price Surcharge: none Price Increase: none at this time Emu Discount is 50/10/10, If an order is over $20,000 there is an extra 5% Our freight program is as follows, Orders from $1,000 net to $10,000 net have a flat 12% cost and orders over $10,000 have a flat 10% freight cost. Extremis Discount is 45% off + freight We calculate freight on the ship to and the product total (it is actually a conversion of the dimensions of packaging). Grand Rapids Chair Standard dealer discount is 50/10 Freight is additional – 5% of List Halcon Discount 50/10 Freight Zoned 2% to MO/ $300 minimum HBF Discount 50/10 Freight 5% lowest published list price/ $150 minimum Hightower Discount is 50% off list price Freight to Missouri is 5.25% of total list price with a minimum charge of $350 JSI Special SPA Discount of 50/20/10 [no spiff] extended for order total $25,000 list and over If the end user selects JSI products that total less than $25,000 list, the discount 50/20/5 will apply Freight: Orders over $1,000 net, freight included Orders under $1,000 net, small order fee of $90 net applies Surcharge: none at this time Price Increase: 4/3/23 Keilhauer Discount is 50/10 Freight is included Kimball Not an open line Landscape Forms Landscape Forms operates off a NET (your cost) price list and we do not have any set discounts - unlike other manufacturers you may be used to working with that use a LIST price and discount down to dealers. Any discounting would be done on a case by case basis when you are directly responsible for getting Landscape Forms specified on a project (not working at the direction of an outside LA or Design firm) that would otherwise go with another manufacturer. If an outside LA or Designer specified the product and the project has been sent out to be bid, then all bidders would receive the same NET price. Landscape Forms calculates the S&H as a % of the total dollar amount with minimums and breaks for larger amounts Muuto Quoted as requested Freight is quoted Naughtone Discount 50% Freight is included in price Nevins Discount 60% Freight Nucraft 50/10 is the standard discount, further discounts would be decided on a project by project basis Freight is free on orders over $2700 NET, under that there is a flat fee of $425. No fuel surcharge currently OFS Discount 60% Freight is free, surcharge of 3% of net Pair Pricing is based on volume Freight is calculated per project Scandinavian Spaces Discount 50% Freight is 5% of the list price central area/$500 minimum Stylex Discount is 55% Freight is 5% of the total net price of each order Studio TK Discount is 55% Freight is 30k list and below 8%, 30-50k 5%, over 50 free Watson Discount is 55% Freight is 10% of list for orders under $20,000 list. Freight minimum is $150. Materials Surcharge: 5% of product net will be added to all orders.
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Homecrest
SOI Ideon
Studio TK
Teknion
Expansion Casegoods 60.920 % Thesis 65.517 % Expansion Training 60.920 % Expansion Cityline 66.092 % Complements 77.012 % Filing and Storage 70.114 % Leverage 65.517 % North 56 57.471 % Routes 48.276 % Seating 63.218 % Studio TK 48.276 % Zones 48.276 %
pricing proposal
Please see our Bid Form attached hereto. We would be happy to discuss any questions you might have regarding our proposal.
workplace strategy
Workplace strategy is the art of aligning a company’s peopleand processes with their physical environment. It challengesthe status quo and anticipates the future. When it’s done right,you’ll feel that “ah ha” moment!But the phrase “workplace strategy” is generic. And nothingTeknion does is generic.
We call it Work Your Way because our approach and emphasis is about what’s bestfor our clients—not us. We help organizations and people discover for themselves the office environment thatwill work best for their culture, needs andbusiness goals. Private offices? Open plan? Inoffice and remote working? Let’s figure it out!
It’s a workshop, not a whitepaper! We lead a visual discoveryprocess by working hand in hand with our client’s leadershipand staff. This can be done either virtually or in-person, orthrough a combination of both. During the workshop, wehelp clients think about their future and plan for change.Is the company growing? Is it shrinking? What type ofemployees does the company want to attract? Is it time tomove or is staying best?
We also cover critical factors, like: • Budget • Company culture • Concerns and fears • Goals and future plans • How much change is wanted and needed At the conclusion, our client has a solid understanding of their own needs and a brief written recap and recommendations.
Work Your Way (It’s about our client!)
Listening & Offering Recommendations
Custom-Tailored
Our Service is Included for FREE
Engaging Workshop (1-2 days)
Completed at Your Pace
Workplace Strategy (Generic and unapproachable)
Dictating Solutions
It’s Usually an Expensive Add-On Service
One-Size-Fits-All
Academic Whitepaper (up to 100+ pages)
Up to 6 Months to Complete
Click on the image to download the example in PDF form.
