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VANESSA CAMKEN | 632 FEDERAL HIGHWAY | FORT LAUDERDALE, FL 33301 [email protected] | T 954.383.8359 | F 954.467.8349 First Citizens Investment Services Ltd.

First Citizens Investment Services Ltd

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Page 1: First Citizens Investment Services Ltd

V A N E S S A C A M K E N | 6 3 2 F E D E R A L H I G H W A Y | F O R T L A U D E R D A L E , F L 3 3 3 0 1V C A M K E N @ W O R K S C A P E S . C O M | T 9 5 4 . 3 8 3 . 8 3 5 9 | F 9 5 4 . 4 6 7 . 8 3 4 9

First Citizens Investment Services Ltd.

Page 2: First Citizens Investment Services Ltd

C R E A T I N G T H E P E R F E C T O F F I C E E N V I R O N M E N T

With the many participants involved in the typical facility project

(developers, architects, designers, movers, vendors, technology

partners, etc.), we knew that someone needed to bring a little clarity to a

very complex process. And recognizing our industry’s vernacular is unique and

often confusing, we wanted to provide our clients with a tool that we hope will

create a climate of understanding and high expectation.

ELIZABETH DVORAKCEO | President

Page 3: First Citizens Investment Services Ltd

T E A M P R O F I L E

LOCAL EXECUTIVES

VANESSA CAMKEN

SENIOR ACCOUNT EXECUTIVE

• Primary Contact

• Coordinates Internal Project Team

• Interprets project guidelines and intent

• 9 years experience

BILLIE J. DALGLISH

TECHNICAL RESOURCES

• Contact for designers and architects

• Implements project guidelines and intent

• Specificationoffurniture&layouts

• 8 years experience

PAULA VILLARROEL

TECHNICALRESOURCES&PROJECTCOORDINATOR

• Project and vendor coordinator

• Installation coordination

• Punch list coordination

• 2 years experience

SUE PERDOMO

SENIORPROJECTMANAGEMER

• Specificationandfieldverification

• Coordinates Installation Team

• 22 years experience

CORPORATE EXECUTIVES

ELIZABETH DVORAK

CEO

• Executive Leadership

• 22 years experience

RICHARD DVORAK

VICE PRESIDENT

• Executive Leadership

• Oversees and directs all aspects of Workscapes

operations

• 15 years experience

Page 4: First Citizens Investment Services Ltd

T E A M B I O S

VANESSA CAMKEN • SENIOR ACCOUNT EXECUTIVE

DIRECT: 954.383.8359

E-MAIL: [email protected]

Vanessa Camken currently serves as a Senior Account Executive for Workscapes South. She has a background in

Interior Design and Contract Furniture Sales in the South Florida market. Vanessa’s career started with an Interior

DesignfirmoutofCanadaservicingamultinationalaccountthroughouttheUS.Sincethenhasworkedasan

Account Executive in the contract furniture industry for a combined 9 years and has been with Workscapes for 5

years. Vanessa has established an impressive portfolio of clientele varying from the Banking Industry, Marketing

Industry, Investment Industry and the Transport Industry. Vanessa’s strong suit is providing the right solution on time

and on budget.

BILLIE J. DALGLISH • TECHNICAL RESOURCES

DIRECT: 954.736.1033

E-MAIL: [email protected]

Billie has been a member of the Workscapes family for six (6) years. With Technical Resources, Billie is responsible

forproductspecification,reconfigurations,inventory,standardsmanuals,presentations,as-builtdocuments

and works closely with the Project Management Department. Billie has worked on several notable projects that

includeBankofAmerica,UniversityofMiami,ScrippsFlorida,andJacksonMemorialHospital.Billiegraduated

from the Art Institute of Fort Lauderdale with a Bachelor of Science in Interior Design.

PAULA VILLARROEL •TECHNICALRESOURCES&PROJECTCOORDINATOR

DIRECT: 305.400.8101

E-MAIL: [email protected]

PaulaVillarroeljoinedWorkscapes,Inc.,asaTechnicalResourceandProjectCoordinatorinJanuaryof2012.She

graduated from FIU with a Bachelors in Interior Design and Minor of Hospitality and has two (2) years of experience

intheofficefurniturebusiness.PaulaassiststheMiamiteaminthedesignandmanagementofprojects.

Page 5: First Citizens Investment Services Ltd

T E A M B I O S

SUE PERDOMO • SENIOR PROJECT MANAGER

DIRECT: 954.736.1120

E-MAIL: [email protected]

Sue Perdomo is a twenty (22) year veteran of the South Florida Commercial Furniture Industry. She has extensive

experience in all aspects of Furniture Operation; Sue is highly experienced in administration, scheduling, installation

and Project Management. As a Workscapes Project Manager, Sue is responsible for the successful completion

of large scale projects.

Herresponsibilitiesinclude:Specificationverification,CriticalDimensions,SiteInspections,InstallationCoordination

withclientandothertrades,DeliveryandInstallation,Scheduling,InstallationOversight,Punchlistwalkthrough&

Client Sign-Off.

Page 6: First Citizens Investment Services Ltd

C O R P O R A T E B I O S

ELIZABETH DVORAK • CEO

DIRECT: 407.470.1480

E-MAIL: [email protected]

Elizabeth Dvorak is the Owner and CEO of Workscapes, Inc. She and her husband founded the company in 1998

and have been in the industry over twenty-two (22) years. Elizabeth’s “Family First” philosophy is an integral part

oftheWorkscapesenvironment.Inaddition,theycontinuetofocusonbuildingstrong,mutuallybeneficialclient

relationships, offering a variety of products, and actively engaging in the community. Elizabeth has worked with

prestigious clients such as Darden, CNL, HD Supply, NASCAR, and SunTrust Bank.

ElizabethreceivedtheWomenWhoMeanBusinessAwardin2005andwasnamedtheOrlandoBusinessJournal’s

Business Woman of the Year and Business Owner of the year for 2006. Every year since 2002, Workscapes has

been consistently ranked by theOrlando Business Journal among the Top 10WomenOwned Businesses in

Central Florida and in 2005 was ranked the #1 Woman Owned Business in Central Florida. Workscapes is listed on

theOrlandoBusinessJournal’sGolden100ListandwasnamedAssociateMemberoftheYearbytheNational

AssociationofIndustrialandOfficeProperties(NAIOP).

RICHARD DVORAK • VICE PRESIDENT

DIRECT: 407.470.1380

E-MAIL: [email protected]

Dick Dvorak currently serves as Vice President with Workscapes, Inc. and has been with the company since its

foundingfiftteen(15)yearsago.AsVicePresident,DickoverseesallaspectsofWorkscapes’operations.Dickis

a graduate of Rollins College with a BA in Business Administration. On the board of the Salvation Army, Leukemia

Lymphoma Society, Winter Park Little League, Chamber board of Directors for Orlando, Trustee member of the

Fort Lauderdale Chamber, and Rotarian and Paul Harris Fellow.

Page 7: First Citizens Investment Services Ltd

P RO J EC T COORD I NA T I ON

OUR PROCESS:

ORDER ENTRY/MANUFACTURING/SHIPPING:

• Receive client sign-off/purchase order

• Verify order

• Place order with factory

• Receive/review factory acknowledgments

• Communicate change orders to factory

• Monitor manufacturing status reports

PRE-INSTALLATION:

• Verifysiteconditions&fieldmeasurements

• Generate installation documents

• Monitor building progress/status

• Coordinate building access, dock/elevator access

• Review security measures

• Determine staging area

• Finalize labor requirements

• Coordinate installation schedule with all trades

Page 8: First Citizens Investment Services Ltd

D E S I G N

Once the sales person has assisted the client in the

selection of product, the design team begins their

process.

A member of the design team is given floor plans,

product details, and parameters for each project they

are assigned to.

With this information, a spaceplan is configured, and

productisdrawnintothefloorplan.

It is the designers job to create a visual representation

of the project, and to specify each part and piece that

will create a functioning space for the client. Visuals

includefloorplans,3Dlinedrawings,and3Drenderings.

Page 9: First Citizens Investment Services Ltd

I N S T A L L A T I O N

• Track product from factory to job site

• Manage product delivery

• File freight damage/short shipments claims

• Coordinate installation phasing with other trades

• Install panels

• Install components

• Completefinalinstallationdetailandcleaning

• Identify punch list items

• Owner review and sign-off

ID Task Name Text1 Duration Start Finish Resource Names

1 Deliver ALL DIRTT Product to 3E 0 days Tue 5/29/12 Tue 5/29/12 WS-PGI2 WO12-010/CR#93A 3W 7 days Tue 5/29/12 Thu 6/7/12 WS-PGI3 DIRTT Installation 3 days Wed 5/30/12 Mon 6/4/12 WS-PGI4 Coordinate Electrical/Data 1 day Thu 5/31/12 Thu 5/31/12 TriCity-WirTech5 Furniture Installation 3 days Mon 6/4/12 Wed 6/6/12 WS-AOS6 Deliver Furniture, Begin panel install 1 day Mon 6/4/12 Mon 6/4/12 WS-AOS7 Coordinate Electrical/Data 1 day Mon 6/4/12 Mon 6/4/12 TriCity-WirTech8 Componentize Workstations/Offices 2 days Tue 6/5/12 Thu 6/7/12 WS-AOS9

10 WO12-012/CR#94A 5W 7 days11 Knock Down 4 Workstations-Deliver to 3E 4 hrs Sun 6/3/12 Sun 6/3/12 WS-AOS12 DIRTT Installation 2 days Mon 6/4/12 Wed 6/6/12 WS-PGI13 Coordinate Electrical/Data 1 day Mon 6/4/12 Mon 6/4/12 TriCity-WirTech14 Furniture Installation 3 days Thu 6/7/12 Tue 6/12/12 WS-AOS15 Deliver Furniture, Begin panel install 1 day Thu 6/7/12 Thu 6/7/12 WS-AOS16 Coordinate Electrical/Data 1 day Thu 6/7/12 Thu 6/7/12 TriCity-WirTech17 Componentize Workstations/Offices 2 days Tue 6/5/12 Thu 6/7/12 WS-AOS1819 WO12-006/CR#51 2W20 DIRTT Installation 2 days Tue 6/12/12 Thu 6/14/12 WS-PGI21 Coordinate Electrical/Data 1 day Tue 6/12/12 Wed 6/13/12 TriCity-WirTech22 Furniture Installation 2 days Tue 6/12/12 Thu 6/14/12 WS-AOS23 Deliver Furniture, Begin panel install 1 day Tue 6/12/12 Wed 6/13/12 WS-AOS24 Coordinate Electrical/Data 1 day Tue 6/12/12 Wed 6/13/12 TriCity-WirTech25 Componentize Workstations/Offices 1 day Thu 6/14/12 Thu 6/14/12 WS-AOS

5/29WS-PGI

TriCity-WirTech

WS-AOSTriCity-WirTech

WS-AOS

WS-AOS

TriCity-WirTech

WS-AOSTriCity-WirTechWS-AOS

TriCity-WirTech

WS-AOSTriCity-WirTech

WS-AOS

M T W T F S S M T W T F S S M T W T F SMay 27, '12 Jun 3, '12 Jun 10, '12

Task

Split

Milestone

Summary

Project Summary

External Tasks

External Milestone

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

Deadline

Progress

WORKSCAPES, INC.1173 NORTH ORANGE AVEORLANDO, FL

PROJECTADDRESSCONTACT

LITTLE WO#006, 010, & 012May 9, 2012

Page 1

Project: Sample Project ScheduleDate: Wed 6/20/12

Page 10: First Citizens Investment Services Ltd

W H Y W O R K S C A P E S

Workscapes is a woman owned business with over

eleven years of experience in Florida. We also

serve national and global clients with installations as far as

Hawaii and Ireland. With a focus on the community and

the environment, Workscapes contributes to 25 charitable

organizations annually, and has helped many companies

achieve LEED certification by providing qualified products.

QUALITY

We define quality as “Consistently meeting and

exceeding our customers’ expectations every day.

”We insure this performance through the integrity of the

people we employ and the manufacturer partners we

represent.

COMMITMENT

Workscapes guarantees that each of our projects

will be completed on time and on budget. Unlike

companies that simply imply a guarantee, we actually

put it in writing. With multiple sales consultants specializing

in specific industry areas and degreed and licensed

design professionals, we provide a wealth of experience

to handle jobs of any size. Exceptional people, a vast array

of quality products, and a dedication to service after the

sale have earned us a 99.5% customer satisfaction rating.

RELATIONSHIPS

We think of ourselves as partners in your success. It’s

through the challenges you offer that we define

our organization, mission, and direction for the long term.

Page 11: First Citizens Investment Services Ltd

We support clients with future needs in a timely,

effective manner and continue to educate on

product enhancements, ergonomic information and

workplace trends.

VALUE ADDED TEAM INFORMATION:

WORKSCAPES CAPABILITIES:

• Technical Resource Staff for building coordination

and code compliance

• Established coordination with architect, mechanical

and electrical engineers

• Project management services, proven coordination

with product inspected at factory, shipping directly to

site for minimal handling

• Showrooms in Fort Lauderdale and Orlando allow for

hands-on review of product

• Showroom conference area available for project

meetings off site

• Workscapes warehouses located in Fort Lauderdale

and Orlando allow for receipt of non-truckload items

as needed

Page 12: First Citizens Investment Services Ltd

P A R T I A L C L I E N T L I S T

• Corporate Headquarters, Altamonte Springs

• 12 year relationship

• 150,000 SF

• Corporate Headquarters, Orlando

• 13 year relationship

• 468,000 SF

• Corporate Headquarters, Atlanta

• 8 year relationship

• 100,000 SF

• Eglin Airforce Base, FL

• 6 year relationship

• 8 Buildings on 350 acre site

• Corporate Headquarters, Winter Park, Orlando

• 8 year relationship

• 120,000 SF

Page 13: First Citizens Investment Services Ltd

• Corporate Headquarters, Miami

• 14 year relationship

• 100,000 SF

• Corporate Headquarters, Daytona

• 12 year relationship

• 180,000 SF

• Corporate Headquarters, Vacation Club

• 14 year relationship

• 170,000 SF

• Corporate Headquarters, Orlando

• 14 year relationship

• 100,000 SF

Recreate PMS(from pdf )

• Corporate Headquarters, Orlando

• 14 year relationship

• 500,000 SF

Page 14: First Citizens Investment Services Ltd
Page 15: First Citizens Investment Services Ltd

C O M P E T I T I V E A D V A N T A G E S

Complete resource

Unique solutions

Highly educated team

Problem solvers

Turnkey approach

Strong community relationships

We can satisfy any budget

95% of our clients are repeat customers

Customer Service Support Team assists you with Repairs, Replacements and Warranties

Holistic approach to your working environment

We have built 4 miles of DIRTT Walls

Our Technology options will support your needs

Over 100 years of healthcare interiors experience

Nationwide provider

50% of our staff have Interior Designer degrees

Sustainable and reusable products

Page 16: First Citizens Investment Services Ltd

F U R N I T U R E | A R C H I T E C T U R A L P R O D U C T S

M I A M I | F O R T L A U D E R D A L E | W E S T P A L M B E A C H | J A C K S O N V I L L E | O R L A N D O