covenant village

A Fresh Approach To Serving Hospitality Excellence

A Foodservice Management Proposal

Prepared for Covenant Village

Table Of Contents

This proposal, designed specifically for Covenant Village, is confidential and proprietary to Compass Group USA Inc. (Compass). Any unauthorized dissemination to others outside your organization would irreparably harm Compass and entitle Compass to judicial equitable relief, including injunction and specific performance. This proposal is valid for 90 days after its presentation and/or delivery to you.

Executive Summary

Nestled in the vibrant expanse of Gastonia, North Carolina, Covenant Village stands as an invigorating and youthful Life Plan Community. The philosophy at Covenant Village encourages residents to cultivate an “appetite for adventure,” a mindset that shapes their experience. Choosing Covenant Village isn’t merely selecting a residence; it’s a testament to a desire for diverse connections, an affinity for captivating individuals, and an aspiration to belong to a family-like community. As Covenant Village’s residents evolve and flourish in their personal journeys, the trajectory of your hospitality program must align — steadfast in its growth and evolution, in harmony with the vibrant community it serves.

CCL Hospitality Group holds itself to the highest standards and best-in-class dining services, and in considering Covenant Village’s mission, core values and spectacular lifestyle service, we see numerous parallels. We constantly challenge ourselves and our client partners to think beyond what our reputation for senior living foodservice looks like today. An inspired lifestyle is not static.

In partnership with Covenant Village, we will continue to build an inviting community where every day is a celebration, where there is a sense of belonging and friendship. It is an absolute honor to serve residents in their homes each day, which is what motivates us to go above and beyond for our residents, their guests and their families.

We recognize that some of our fondest memories are shared at the table over a wonderful meal. CCL Hospitality Group plans to bring charm, style and grace to each dining experience created within the Covenant Village community. From the main dining and the lounge to fine dining and grab-and-go, residents will have an opportunity to experience an exceptional dining experience without having to leave their community.

With a dedication to excellence, we will create experiences at Covenant Village that blend culinary artistry, expertise in wellness, passion for service, strong management and customized senior living solutions. This philosophy extends through every piece of our business – from our authentic, scratchmade food to the passionate and expert training of our skilled team members.

We will become ingrained in your culture and family, providing the resident engagement programs you crave, at a level of care and attention unmatched by our competitors. With your residents and team members as our top priority, we promise a thoughtful transition with ongoing support and communication. We pledge to be a proactive and people-focused partner, with quality and financial commitments in mind, as we build a strong future together.

Our approach is to work alongside your team to elevate the existing dining program and curate culinary experiences that delight your residents and the greater Covenant Village and Gaston communities for years to come. A partnership is not defined merely by a signature on paper. It is a seamless relationship built on a collaborative approach, aligning with your mission and values to provide the best hospitality experience for your residents and associates.

We see a strategic opportunity to enhance Covenant Village’s dining brand in collaboration with your leadership team. In taking a fresh eyes approach, we recommend redefining the hospitality experience. Based on what we heard as most important to you, as well as what we observed during our site visit, we promise to focus on achieving the following goals:

Empowering Teams, Building Futures: Our Commitment to Associate Development

Setting the Gold Standard: Redefining the Culinary and Hospitality Experience

Elevating Financial Responsibility: Prioritizing Transparency and Accountability

Bridging Connections: Building Stronger: Building Stronger Ties with Extensive Support

Action Plan

Cultivating Covenant Village’s Path Forward

While on-site in April, the Covenant Village team and CCL Hospitality Group team discussed several opportunities to elevate the existing hospitality experience for the residents. We shared a short debrief, which we have included here for you to review. Our plan is to address each of these opportunities during the first 14 months of our partnership. First with the temporary dining and second with the renovation.

Associate Training and Development – Front of House & Back of House

Goal is to provide continuous and consistent training to promote operational effectiveness and cross-training throughout all levels of care. We will work to improve quality and foster growth among the dining team through training and development.

Optimization Team Will Provide Hands-On Training for All Associates. Culinary Excellence Training

Identified opportunity to collect real-time resident feedback, specific to dining and hospitality service. Implement dining room and tableside technology to make it easy for residents to provide real-time feedback. Both in IL and HC.

Proactive Communication Between Partner and Covenant Village Leadership Team.

Our standard would be weekly, monthly and quarterly meetings from the regional team to provide the chief operations officers with candid feedback and recommendations based on his rounding and audits.

Identified an Opportunity To Provide Comprehensive Partnership Road Map for Recommendations on New Dining Venues.

Develop a plan that includes specific brand identity for each venue.

Examples include:

• Staffing

• Technology

• Marketing

Identified Opportunity To Align With Client Goals

Start with:

• Director of Dining Services

• Regional Director of Operations

• Regional Vice President

• Field Engagement Team

• Operational Optimization Team

• Client Excellence Team

Consistent Communication Through:

• Weekly Calls

• Monthly Client Report

• Quarterly Business Review

• Annual Business Review

Identified Opportunity To Streamline Billing Process

Work with Kim Kling to custom design client bill through GL mapping to provide transparency and GL alignment.

Independent Living

• Identified opportunities to elevate dining experience in Independent Living

Distinguish between fine dining and casual venues to provide experience that fits best with atmosphere

Review and recommend menu pricing and declining balance amount to remain competitive

Identified opportunity to implement dineOS POS system. Help capture:

Resident Data

Guest Meals

Employee Meals

Health Center

• Provide operational efficiencies by implementing a process to ensure meal service to residents is consistent with IL service and quality.

Through training of associates on our standards and consistency expectations, opportunity to improve presentation, service and hospitality experience.

» Provide Menus and Menu Jackets

» Tableside Ordering by Course

» Plate Presentation

Comprehensive Partnership Road Map

Stabilize Transition to Existing Dining Program

Collaboration and Alignment 1

• Contract Negotiations.

5/1/24 - 6/1/24

• Initial Stakeholder meeting with Covenant Village Leadership Team

• Determine Resident and Associate Announcements and Communications.

• Contract Signed

• HR - Associate Pre-Employment Needs are Met

Evaluation and Execution Period

7/1/24 - 9/1/24

• Start Date: 7/1/24

• Welcome Week

2 3 4 5

• Resident and Associate Town Hall Meetings

• Dining Vision Meeting. (What does Hybrid Dining Look like for next 10 months?)

• Items to Discuss: Station layout, traffic flow, smallwares needs (BOH and FOH)

• Financial Evaluation

• Support CV Dining Budget Planning for FY 2025.

• Evaluate Dining Associates and ID Skill Gaps

• Post Vacant Positions

• Training and System Integration

• Vendor List Authorized and Client Activation

• Purchasing for Dining begins

• Focus Groups and Resident Council Meetings

• Conduct Initial Menu Development for New Venues

Design and Implementation for New Dining Venues

Ongoing Training, Development and Execution

10/1/24 - 2/1/25

Deliver On High-Quality Experience

• Discuss Resident Survey Tools or Feedback Cards

• Resident Communication on New Venues

• Resident Town Hall - Review Expectations for Opening of New Venue and Declining Balance (what’s new, what to expect going forward, etc.)

• Soft Opening of Main Dining and Bar/ Lounge - March

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• Dining Director to shadow at other LPC in NC

• Review all items required for opening April 2025, plan in place for ordering

• Discuss and Order Employee Uniforms

• POS Project Plan - Installation, Training and Implementation (30 days before declining balance implementation)

7 8 9 11 10

• Review Marketing Needs for New Venue

• Declining Balance Implementation.

• Go Live - Ongoing Support from CCL Leadership

• Consistent Feedback with CV Leadership and CCL Leadership Team

• Communicate any changes, Initial QA by Regional Director, review systems and processes - what is working, what needs to be changed?

• Ongoing Training with Associates

• QBR - Scheduled for June 1, 2025

Venue Concept Collaboration and Menus

*Below and on the next several pages you will find example menus, venue concepts, and sample pictures to depict a few initial inspirations curated specific for Covenant Village.

Main Dining at Covenant Village

Fine Dining

The current pub space would get an updated menu that includes shared plates and custom cocktails.

Off hours it will be used as graband-go unattended retail.

Price Point

$28-$35 per plate.

Service Style

Tableside with wine service.

Service Concept

Elevated dining experience with service ThursdayFriday – Saturday. Reservation only

Server Ratio

1 Server for every 12 residents during service.

Coffee Corner/ Flex Space

The coffee space could be easily converted into a separate venue that will function as a coffee/ pastry shop during breakfast and lunch.

Off hours it will be used as grab-and-go unattended retail.

Price Point

$4.00 -

$5.00

Service Style

Counter Service / Kiosk

Service Concept

Coffee Shop / Grab and Go Retail

Server Ratio

1 FTE for open hours

Unmanned Retail after hours

Tapas Bar Concept

The current pub space would get an updated menu that includes shared plates and custom cocktails.

Off hours it will be used as graband-go unattended retail.

Price Point

$10-$15 with plates intended for sharing between 2 people.

Service Style

Counter Service at Bar.

Service Concept

Pub Menus with quick turn options.

Server Ratio

1 FTE for open hours. Possible runner

Innovative Equipment

Unox a Compass Group partner is leading the industry with smart equipment designed to reduce skilled labor needs. These systems allow us to program recipes and menus into units to ensure consistency. Unox also developed a hot holding system able to hold food at service temperature for 72 hours. The Speed X also allows us to greatly expand the Always Available menu offerings even when we are away from the main kitchen.

COMING SOON …

The collaboration of our visions will ensure we design memorable experiences for the residents.

With a better understanding of current designs for the main dining room, we can develop many experiences for our residents.

Open kitchen fast casual at lunch and full wait service for dinner?

Full rotating venue concept with action cooking? The possibilities are endless..

Empowering Teams, Building Futures

Our Commitment to Associate Development

Labor & Employee Engagement

We recognize that our associates are the heartbeat of the dining program, cherished by our residents who have come to know and love them. In the face of the workforce challenges sweeping the hospitality industry, associate retention and job satisfaction have never been more vital. Drawing from our extensive experience in employee transitions, CCL Hospitality Group possesses a deep understanding of the processes and practices necessary to retain our valued associates. Our commitment extends beyond routine retention efforts; we aspire to cultivate a culture where our employees take pride in being part of something special. It’s a culture that mirrors the essence of Covenant Village itself – a thriving community characterized by a profound sense of belonging, diverse connections and an unwavering dedication to excellence, all at the heart of this vibrant community.

Transitioning The Employees To Our Payroll Is A Win-Win For All

Covenant Village

• Executive leadership does not have to worry about recruiting dining program employees

• Transfer of payroll administration from Covenant Village team to CCL Hospitality Group team

• Allows extra time for administrators to focus on clinical and resident well-being

• Minimized concern of costs of workers’ compensation for kitchen incidents and accidents

• Minimized costs associated with employee benefits

• CCL Hospitality Group will hire for specific hospitality associates

Associates

• Recognition of seniority and tenure

• Long-term and ongoing growth and development

• Educational support

• Growth opportunities within all Compass Group divisions in hospitality

• Same-day pay available

• Reducing cost to the associates for benefits

• Foodservice and culinary mentorship and network groups

• Consistent work rules and reporting structure

• Security and ability to relocate and maintain tenure

CCL Hospitality Group

• Consistent leadership message and accountability

• One team, one goal

We elevated our electronic recruiting platform to quickly locate more applicants and refined our onboarding training processes. To continue attracting and retaining top talent, we must successfully master all parts of the people process. We do all of this while maintaining your unique culture.

Unmatched Recruiting

The use of our centralized Compass Group Talent Acquisition team is integral to our recruiting strategy. Our management has the full support of two recruitment teams: one focused on management vacancies at all levels and the other on hourly recruitment.

Posting

Our team is able to attract the best talent by using internal talent pooling, external recruitment strategies that utilize data analytics and more than 150 internet employment websites and a variety of diverse and inclusive direct employer associations.

Profile Assessments

Using customized profile assessments ensures our chosen candidates perform at the level of proficiency required for each position.

Strategic Interviewing

Our behavior-based interview process evaluates success in past experiences and problem-solving skills that lead to a more accurate predictor of future job performance. It is our goal to select the right people for the right job.

It all starts with people. Compass Group PLC is one of the largest employers in the world, and we are always searching for great people to serve our partners and residents, which is why we started changing the way we find talent.

Hourly Turnover: Two Times Lower Than Industry Average

Our online recruitment tool features a behavioral assessment for hourly applicants that helps our management team hire the right people. Currently, Compass Group’s turnover is two times lower than the national hospitality industry average, according to the Bureau of Labor Statistics.

Incentives include:

• Labor pooling – Extra hours for part time

• Wage matrix

• Discount marketplace

• Internal opportunities

Associate Benefits

Compass Group offers a comprehensive Total Rewards package geared toward attracting and retaining high-caliber associates needed to successfully compete in the industry.

Our Total Rewards program offers a competitive benefits package that features a wide range of options, including tools and resources that are geared toward helping our associates:

• Grow personally and professionally

• Get rewarded for the results they deliver

• Plan for the future

We realize associates have different benefit needs – needs that will likely change as their personal lives change. For that reason, we offer our associates choices through our flexible benefits program.

On-Demand Pay Offers Powerful Benefits

Flexible Time Off Policy

Our Flexible Time Off Plan builds a supportive team culture that fosters individual wellness, good communication, flexibility, and trust. We empower salaried team members with freedom to blend both work and personal life responsibilities, thereby maximizing contributions and value to the company,

Salaried Team Members

• Are empowered to decide how best to rest, relax and recharge.

• Have the flexibility to manage their own time-off schedules.

• No longer have a fixed number of PTO days for vacation and sick leave.

• Manage how they will utilize their own time off, working with their team members to ensure their responsibilities are covered while they are away from work.

• Need manager approval and provide at least two weeks’ notice for routine time off.

Building Financial Freedom

Compass Group has earned the distinction of being a preferred employer by understanding the importance of our people. That’s why we’ve partnered with ONE@Work – a provider of responsible on-demand pay – to further invest in our frontline teams by introducing Instapay to hourly associates currently using MyStaff.

Instapay is a powerful retention tool for existing associates and an attractive differentiator to potential new hires. It allows users to access their wages before payday and the same day they earn them – as soon as the very first day of employment.

Answering Labor Challenges

ONE@Work is the only on-demand financial wellness app that uses scientific research to promote financial literacy and security for employees. Its findings indicate 60% of employers report that financial stress affects their employees’ ability to focus, resulting in a 41% loss of working time. Similar pay programs have alleviated other common labor challenges – including employee productivity and absenteeism – by granting visibility into daily earnings and early access to funds when needed.

Meeting Our Associates’ Needs

Instapay uses the convenient mobile app that integrates with MyStaff, our workforce management platform, and links it to our associates’ available balance, and time and attendance records. Users receive up to 50% of their wages earned to date through direct deposit or a pay card without hidden fees, interest rates or loans.

Features

• Automatic budgeting – Displays bills that are due soon and upcoming paychecks, and offers suggestions for payment plans.

• Schedule and earnings – Allows employees to view their work schedule to track their earnings in real time. Access to funds is permitted two times per pay cycle and not to exceed 50% of earned wages.

• Automatic savings – Gives the option of dedicating a percentage of each paycheck to reach a savings goal, showing estimated savings and when the target will be hit.

• Technical support – In-app support from ONE@Work advisors is available seven days a week with additional resources from Compass Group payroll as needed.

The ONE@Work platform is not a Compass Group-sponsored employee benefit plan or associated with any other Compass Group-sponsored employee benefit. Cost and available balance may vary by state.

HOW IT WORKS

• Associate downloads the ONE@Work app and registers for a monthly membership.

• Data and estimated earnings from clock punches submitted through MyStaff are sent to ONE@Work.

• After advance request is initiated through the app, funds are received via either direct deposit or pay card, and the advanced amount is returned to Compass Group.

• ONE@Work is repaid for the membership fee and advance(s) through payroll deductions or bank withdrawal, depending on state regulations.

HOW IT HELPS

• Challenges labor market headwinds – Competitive entry-level wages and creative differentiator

• Mitigates financial insecurity – Early pay helps offset unanticipated financial needs amplified through COVID-19 downturn and recovery, and expands financial literacy

• Retains partners – An added value for associates and clients

Great Employees Make Magic

CCL Hospitality Group knows the act of recognition plays a big part in associate engagement and retention in the workplace. Our leadership expects managers to embrace our culture of recognition, not only for all the business reasons, but because it is the right thing to do.

Our GEM recognition program creates the opportunity to recognize an associate’s hard work, reinforce core values and shape a culture where people feel appreciated, connected and inspired. Through our trackable awards and recognition platform, we aim to create a collaborative work environment, increase employee motivation and productivity and retain top talent. Our studies have found that our GEM recipients are two times more likely to choose to stay employed by us.

CCL Hospitality Group & Covenant Village

Three ways to use GEM to reward star associates

• GEM Frontline Award honors our best hourly and nonexempt associates for reaching targeted goals. The award consists of a $50 certificate presented to deserving recipients at team meetings detailing their achievements.

• GEM SPOT Awards celebrate managed associates, other folks who are not on our payroll and hard-working managers with monetary awards in the amount of $20 on up to $2,500. These award certificates are meant to be created by account directors for any awarding reason they might need, on the spot.

• ShoutOuts are a nonmonetary component to use in creating thank yous, congratulations and birthday notes that can be sent to an email or smart phone or printed to present.

Setting the Gold Standard

Redefining the Culinary & Hospitality Experience

Our steadfast dedication to service and hospitality is a defining facet of our organizational culture. Rooted in the very core of our identity, this commitment underscores our approach to every facet of our operations. Our philosophy is a simple yet powerful one: Every interaction we engage in must epitomize a level of service that mirrors five-star quality. This unwavering commitment extends its embrace to encompass residents, their families, associates and the esteemed members of your executive leadership team.

In today’s landscape, communities are no longer confined to offering conventional hospitality and dining experiences; they are in a perpetual race to rival even the most esteemed restaurants. With a discerning base of resident consumers characterized by their worldly experiences and refined tastes, CCL Hospitality Group emerges as a vessel driven by individuals impassioned to enrich the lives of older adults daily. Every echelon of our organization embodies excellence, anchored in team members devoted to our purpose and guiding principles, which are quintessentially defined by the delivery of Diamond Service and the creation of indelible dining memories.

Our people-centric culture is fortified by a robust framework of processes and standards, meticulously designed to elevate the culinary journey. This encompasses not only operational benchmarks but also incorporates cutting-edge technology that streamlines the experience, offering a window into the future of services. The future promises the unveiling of new dining venues, and we stand prepared to bolster your endeavors. Our offering includes distinct branding elements such as sleek and timeless uniforms, meticulously curated smallwares and service vessels, professionally crafted menus and menu holders, and every other essential to craft a culinary experience that remains etched in memory.

CREATING EXPERIENCES THAT MATTER

Our service strategy was developed with one goal in mind: to support Covenant Village in its mission of providing exceptional hospitality service to residents, guests and associates. This section shows how we will enhance experience and make it come alive through engaging promotions, communications and an appetite for creating experiences that matter.

Our efforts aim to build an environment of hospitality that supports the well-being of everyone within the Covenant Village community. Your on-site team will have various tools and support to plan and execute the programs described in this proposal.

• We will develop brand standards for key aspects of your program

• We’ll provide materials, including uniforms, signage and menus

• We’ll maintain an online social media press kit that provides rich content for marketing purposes

• We’ll provide graphics, photography and verbiage for internal and external communications around the general features of your dining program, in addition to frequent special events and promotions

A CULTURE OF HOSPITALITY

What we offer goes far beyond food on a plate; we want to be part of your residents’ lives – sharing food and memories, creating experiences and making a difference. Whether it’s through remembering how a resident takes their coffee, preparing a surprise birthday celebration or replicating a wedding cake on a special anniversary, no detail is too small. Our customer service platform gives us the confidence and flexibility to tailor our service to each individual and community while also allowing us to nimbly accommodate the ever-changing environment of senior living dining – even in times as unprecedented as now.

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A Warm Welcome

• Greet warmly

• Eye contact and smile

• Appropriate and sincere greeting; by name whenever possible

• Positive behaviors and language

• Pride in appearance

• Be a positive influence

Our service platform includes our service promise, approach and recovery processes. The platform is supported by training that instills the hospitality mindset and technical skills necessary to provide exceptional service to residents in all levels of care.

3

Fond Farewell

• Say thank you

• Invite back

• Anything else I can do for you?

2

Create the Experience

• Be present, be focused and be ready

• Understand and fulfill the three types of needs

• Observe cues and ask

• Provide service safely

• Attentive, proactive and a sense of urgency

• Adjust pace and service delivery

• Personalize the experience

• Exceed expectations

• Empowered to WOW

Enhancing the Hospitality Experience Through Resident Engagement

Beautifully plated, delicious food is a given – we look to create hospitality experiences around the dishes we serve. Through special events and programs, we give guests a reason to gather, creating memorable experiences, building brand equity and creating an unmatched competitive advantage.

Interactive Experiences

Food is social, and we look forward to bringing exciting, interactive experiences back to Covenant Village. Powerful taste memories can take your residents back to the best moments of their lives. We keep these memories alive and create new ones with themed dining events and programs that let them create moments that matter. In addition, we create kits with recipes, posters, digital signage and guides for easy implementation.

Chef’s Table

Sparking imagination and conversation, the Chef’s Table is all about introducing new flavors to diners. This innovative program offers restaurant-style dishes made to order right in front of residents and guests. The engaging station highlights chef creativity and culinary skill while providing a perfect opportunity for interaction.

Focusing on health and wellness, our Teaching Kitchen is a platform for residents to explore food and culinary and nutrition literacy that will positively impact their food choices and experiences. Teaching Kitchen features course variety that will be adapted to meet the specific needs of your community and residents. Our chefs and registered dietitians work as a team to develop and promote fun, educational and engaging hands-on meal creations or cooking demonstrations that are appropriate for all levels of care.

Teaching Kitchen is versatile and can be used for resident engagement, but also as a fun training or team-building tool for your team members or for special events. We bring the fun of our classes to the kitchens of your residents, their families and your team members.

Teaching Kitchen Goes Virtual

In collaboration with Chef Bal Arneson, Virtual Teaching Kitchen features recipes that focus on boosting the immune system and eating smart – one of the six pillars of cognitive health from our wellness program, Move Your Mind.

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Heirloom – This program invites residents to embark on a journey, exploring various cultures, traditions and connections to food.

Encore – Art and food have always been intertwined. We celebrate this connection with dining inspired by fine arts such as opera, painting and sculpture. Encore features menus that celebrate artistic mastery with dishes inspired by, enjoyed by or included in the arts.

A Meal in the Life – We keep the nostalgia alive with our annual dining series, prompting residents to relive heartfelt memories. A Meal in the Life features residents’ favorite recipes, creating an intersection between yesterday and today.

Prioritizing Transparency and Accountability

We hold a profound understanding of the pivotal role finances occupy in the intricate workings of Covenant Village, especially given the current demanding landscape. Our proposals are meticulously fashioned, with an unwavering focus on enhancing partner efficiencies and integrating insights gleaned from comprehensive benchmarking. Through this approach, we intend to establish a firm foundation for enduring financial sustainability. As we move forward, our primary objective remains the creation of a program that seamlessly aligns with your mission-driven philosophy, harmonizing it with an exceptional value proposition.

Central to our partnership is a steadfast commitment to transparency and robust reporting. Your confidence in our financial stewardship is wellplaced, as we dedicate ourselves to upholding a standard of unwavering financial transparency. This entails furnishing you with clear and comprehensive reports that illuminate every facet of the dining program. Furthermore, our intention is to work in concert with you to design customized dashboards that empower you to gather the specific insights you desire on a monthly basis. Our aspiration is to ensure that residents encounter a dining program that embodies remarkable value, unparalleled quality, a diverse spectrum of choices, and service that mirrors the esteemed standards of Covenant Village.

Labor Cost Efficiencies

Engagement and retention – Through innovative empowerment and communication tools like career mapping and planning processes and opinion surveys, we ensure our team members are engaged, loyal and productive. Our holistic people approach increases team member satisfaction and retention, therefore reducing turnover costs.

Patterns of management and job flows – These documents provide a description of the tasks that each member should perform every day. The job flows indicate a time frame in which specific tasks should start and end. These times are determined based on how much work is to be done, how it is to be performed and the equipment used to perform the work. The job flows guide the training of team members and help with staffing, scheduling and overtime management. The patterns of management are

designed for exempt team members and focus on the overall tasks and responsibilities that pertain to each position.

Labor compliance – This is critical for better labor management. We train our dining management teams to understand how clock usage, overtime and meal period/ rest break policies impact labor costs. We track policies compliance and results through dashboards in order to maximize every community’s performance.

Position control worksheet – This spreadsheet supports our staffing and scheduling process and ensures we are aligned with the approved operating budget. It depicts the community’s budget, staffing plan, master schedule and job flows.

Covenant Village

Covenant VIllage

ASSUMPTIONS

• Proposing a five-year management fee agreement

• Use of CCL Hospitality Group’s Foodbuy purchasing platform

• All management and hourly associates are employed by CCL Hospitality Group

• Employee health benefit costs are included

CCL Hospitality Group Proposed Financials

CCL Proposed Comments

CCL will provide up to $55,000 to support CV with smallwares and adding countertop induction burners in Health Care serving area to improve quality.

CCL will cover the opening and transition costs by deploying team resources. Their focus will be on supporting the team during transition and incorporating training with a specific focus on hospitality, culinary support, implementation of new technology and regulatory compliance.

CCL will provide $6,666.67 a month in invoice credits to CV. We recognize CV is in the middle of their FY24 and do not have the flexbility to spend more than what was budgeted. We will bridge the gap with invoice credits until the new Dining budget for FY25 is in place. CCL can provide support in buliding FY25 budget, if requested by CV

Streamlined Operations for Success

Maximizing Efficiency Across the Board

Our exploration of Covenant Village granted us a profound understanding of the unique culture your team has cultivated. This insight has been nothing short of invaluable, illuminating the essence that sets you apart. Rooted in your revelations and our firsthand observations, it’s evident that distinct focal points emerge in independent living dining and health center dining. We keenly recognize the fundamental value of extending an equal level of attention across all tiers of care. In our capacity as your partner, our central objective is to fortify your existing culinary program, ensuring that every resident reaps the benefits. Subsequently, our collaborative efforts will hone in on opportunities to elevate and enrich the dining experience within each of your communities. At the heart of our approach lies the bedrock of our Fresh Food Pledge. It commences with a foundation of fresh, nourishing sustenance, which forms the canvas for a symphony of flavors achieved through the infusion of herbs, spices and other delectable components. The result is a collection of recipes that harmonize the realms of scrumptiousness and nutrition. As your dedicated hospitality partner, we are resolute in our commitment to championing your residents’ well-being and longevity. We wholeheartedly believe that the synergy of nutrition and taste is pivotal to a healthful existence. To this end, we champion superlative fare that not only tantalizes the palate but also inspires healthier choices. Our approach extends beyond the dining table, permeating activities, communication, social events and educational initiatives, all designed to promote a holistic sense of wellness.

Our goal is to create a partnership specifically tailored to the culture and lifestyle needs of the Covenant Village residents, built on a foundation of hospitality and quality. Our standards of execution ensure consistent delivery and create enhanced efficiencies throughout the entire dining program.

DINING AT COVENANT VILLAGE

To us, food will never be an afterthought. Our approach to culinary excellence at Covenant Village will be rooted in quality ingredients, honoring your traditions and sustainable practices.

Culinary Integrity and Standards

Our Culinary Playbook contains our standard operating procedures as well as how we operate in our kitchens to deliver high-quality, maximum kitchen efficiencies, attention to detail and consistency. This guides team members on how to build menus, waste reduction initiatives and food production standards.

We Focus on Specialized Diets

We understand the importance of ensuring quality and choices for residents with specialized diets. Our registered dietitians and chefs collaborate to create programs and menus that provide the best hospitality experience for residents across all levels of care.

Allergens and Dietary Restrictions

We take a multistep approach to food allergy awareness and prevention that includes:

• Gathering allergen and food intolerance information from all residents

• Mandatory training and education to the staff

• Quality assurance audits to ensure compliance

• Wellness technology to support residents with dietary restrictions

Avoiding Gluten?

To meet the growing demand of residents following a gluten-free diet, we developed Avoiding Gluten? The program combines extensive training, awareness and menus that highlight gluten alternatives.

Food Labeling

Our restaurant-style menus include ingredients to alert those with food allergies. We’re always happy to make alternative menu suggestions. We print allergen information on meal tickets going to residents in healthcare, and certain allergens can be completely removed from the kitchen to prevent cross-contamination.

Core Culinary Standards

Here’s why our menus are alive with flavor, nutrition and variety: It starts with the best ingredients.

We use fresh fruit and fresh vegetables, when available.

We only use pasteurized, cage-free shell eggs.

We only use rBGH-free milk and yogurt products. We only serve chicken and turkey raised without the use of human antibiotics. We roast and slice all meats in-house.

We use sustainable seafood, per the Monterey Bay Aquarium Seafood watch list.

We use only FADfree canned tuna.

We use fresh potatoes and real butter in our mashed potatoes. We serve pizzas with crusts baked in-house.

We make our sauces and soups from scratch. We only cook with healthy alternatives for oils.

We limit the use of artificial colorings and flavorings.

Signature Wellness Programs

Health and wellness are a founding pillar of our dining program and a key focus of Covenant Village. As a partner, we customize our culinary offerings to ensure all residents have equal access to nutritious food through our signature programs across the entire continuum.

Hydration Station

We will place hydration stations in convenient locations for residents, guests and associates to enjoy visually delicious drinks throughout the day. In addition, we collaborate with the nursing staff to maximize the use of this program to prevent dehydration and enhance the residents’ daily lives.

PUREe is our solution to creating a texture-modified diet with great flavors, nutrient-dense ingredients, and elevated plated presentations as our other culinary specialties. Our goal is to take advantage of all resources available to provide satisfying and fulfilling experiences for residents at all levels of care. We utilize our PUREe standard operating manual to guide chefs in how to create attractive and quality experience for residents.

To maximize the use of this program to prevent dehydration and The Handhelds concept highlights our equal-emphasis philosophy, ensuring that quality, presentation and service are consistent in all aspects of care, regardless of residents’ needs. Handhelds provide memory care residents with the same culinary experience as other residents, modified to fit their specific needs. Clear guidelines and standards are provided for our chefs to create the same great food, presentation and flavor profile of a traditional meal in the form of a handheld option.

Covenant Village Menus

Our collaborative menu development process will ensure consistency and quality throughout the dining program. Our approach will focus on regional flavors and resident favorites. We don’t think dietary restrictions and convenience should stand in the way of quality and delicious meals. We promote an equal emphasis throughout the continuum of care.

Recipe and Menu Management

MenuWorks is a proprietary, web-based technology that gives culinary teams a framework to build and create nutritious, cost-conscious and appropriate meals based on each community’s needs.

It lets chefs and wellness coordinators predict and project for budgeting in your dining program and manage production, yield and waste. MenuWorks also allows us to trace allergens and provide nutritional labeling, tracking and reporting.

CULINARY SUPPORT AND TRAINING

Our Culinary Support Service team highlights our No. 1 focus from a contract foodservice management standpoint: The satisfaction of our residents and the support of our teams.

Build a Culinary Power Team

Our corporate and regional executive chefs elevate resident and hospitality experiences by providing hands-on training in new recipe development, menus and programs. This core team also serves as a resource in meeting standards for purchasing, production, retail, sanitation, food quality, automated production systems and culinary training.

The Culinary Support Service team is strategically positioned in key geographic territories determined by our division presidents. Each territory or division is provided with culinary leadership support through our senior corporate executive chef, who delegates responsibility to multiple corporate executive chefs for a specific region. CCL Hospitality Group then offers assistance through our regional executive chefs who take on additional leadership responsibilities to support their geographic areas. Overall, our CCL Hospitality Group Culinary Support Service team is well-connected to enable maximum support for teams while sharing best practices from across the country.

Our chefs and registered dietitians collaborate to create a menu balanced with extraordinary taste, variety and nutrition. That level of care and artistry in the main dining room extends to all dining environments and all living levels.

Through our culinary training programs, rising chefs and team members are able to hone both their leadership and culinary skill sets in an interactive way to advance in their careers.

The Culinary Advancement Training Series takes an equal emphasis on hourly and salaried culinarians while providing equal training opportunities and in-depth development plans to make this platform unique in contract management foodservice.

Our development plans can effectively provide a path for all kitchen personnel to gradually scale the culinary ranks to reach their desired positions and ranking.

Upon completion of the curriculum, associates are provided with mentorship opportunities to further advance their careers. Associates are then added to the CCL Hospitality Group list of emerging leaders for future opportunities that match their individual career goals.

We focus on associate engagement, training and development as a time priority from a culinary perspective. Thought Kitchen provides your executive chefs with the culinary tools needed to deliver structured training, mentorship and instructions to their kitchen team. CCL Hospitality Group will provide you with a toolkit that includes:

• Nine in-depth training modules that cover everything from food safety and sanitation to cooking methods for soups and sauces

• Support tools for Thought Kitchen such as cooking demonstration, scripting and quizzes for each training module

• Training videos that allow our culinary leaders to engage, train and develop our culinary teams

STRATEGIC SOURCING

Our focus on the quality of our supply chain is unmatched by any other dining management companies. Foodbuy, our procurement arm, is the largest hospitality group purchasing organization in North America. Foodbuy’s experts in data management, marketing and supply chain logistics understand the competitive landscape and equip our operators with exclusive pricing, technology, reporting and analytics to achieve cost savings.

Our Procurement Platform Benefits Include:

Flexible Distribution Management

• Distributor-neutral market strategy, which means you can continue to work with your preferred suppliers as long as they meet our standards of quality and integrity so we can maintain our secure, traceable supply chain.

• Services like managed order guides to ensure compliance, price auditing, service-level reviews, etc.

• Established corporate sustainability goals and criteria

Supplier Inclusion

• Invest in and mentors Minority/Women Business Enterprise suppliers

• Diversifies product portfolio by including unique suppliers

• Established corporate sustainability goals and criteria

Food Safety

• Establishing consistent standards of quality and integrity

• Areas of focus: certification, coverage, assurances, compliance, adherence and traceability.

• Established corporate sustainability goals and criteria

Support and Technology

• Our technology and account management support (including order guide management services, sourcing, culinary consulting and category management) differentiate us from our competitors by working to meet mutually agreed upon, measurable goals.

Our systems and tools supporting procurement include: Foodbuy procurement, MyOrders (ordering platform), BuySmart, managed order guides compliance, purchasing checkbook, etc.

Sustainability

• Leveraging our purchase volume to make a difference in the world with a demonstrated commitment to sustainable programs and options.

• Established corporate sustainability goals and criteria.

Analytics and Insights

• Visibility into detailed purchase pricing to select the best contracted products that meet your cost, quality and sustainability needs. Foodbuy also shares economic inflation reports and price trends to help operators manage food costs.

A CULTURE OF WELLNESS AND SUSTAINABILITY

It empowers us to advocate for change, push for transparency and continually seek ways to be more socially and environmentally conscious. Compass Group invests in the future through corporate social responsibility and sustainable sourcing with well-defined commitments that make meaningful changes from account-specific frontline initiatives to overarching companywide ones.

Our focus on recycling, resource conservation and waste reduction helps us operate more efficiently. Through partnerships with the Monterey Bay Aquarium, food recovery organizations and productive business partnerships, we make a difference by fighting waste, developing simplified menus and redirecting wholesome food from landfills to support and improve the communities we serve.

Our wellness and sustainability platform manifests our values and is built into everything we do. Working together, our chefs and registered dietitians integrate wellness into our seasonal menus, train teams on our initiatives, build marketing promotions and offer a portfolio of healthy choices that drive sales and participation.

This is our journey of simple ingredients and sourcing because what we serve matters. Our philosophy activates the narrative about the ingredients we use, the recipes we create, the passion of our people and the innovation of our initiatives.

Sustainable practices

We have a long-standing commitment to the health of our customers, communities and the planet. We invest in the future through socially responsible business practices and sustainable food sourcing that directly affects our menus.

Local sourcing

We support local agricultural markets by establishing mutually beneficial partnerships with area farmers and growers committed to sustainable practices. We contract with environmentally conscious suppliers who have established alliances with premier growers and shippers to ensure a level of food safety unmatched by others. We source ingredients from local (within 250 miles) and regional (within 400 miles) sources as a first choice in an effort to support small and midsized American family farms. Our chefs choose local produce as a first choice and are able to identify upon ordering what their options are for local purchases.

From suppliers of organic and sustainable products to the communities where we work and live, we invest in the future.

Healthy Sustainable Relationships

• Zero Trans Fats – We’ve eliminated artificial trans fats from cooking oils, margarines and other spreads. We also work with our suppliers to promote snacks, baked goods, and other products that meet the American Heart Association guidelines of decreasing trans fats without increasing saturated fats.

• Sustainable Seafood – We are committed to serving seafood products purchased from responsible sourced suppliers. Our joint venture with Monterey Bay Aquarium’s Seafood Watch shifts sourcing to sustainable species and envirofriendly fisheries and aquaculture operations.

• Organics – We offer organic items in many of our operations. Depending on your preferences, we can offer and highlight organic choices throughout the servery or at a dedicated serving station.

• Natural/Certified Organic Foods –Growing relationships with approved natural and certified organic vendors give our clients and customers more options than ever for healthier menus and lifestyles.

• Good To-Go Disposables – provides a smarter approach for to-go containers. We reduce packaging, uses smaller containers with fewer raw materials, and reduces our waste by up to 30%.

Purchasing Poultry Produced Without The Routine Use Of Human Antibiotics

The nontherapeutic use of antibiotics in animal production is a growing public health concern, as it decreases the effectiveness of antibiotics to treat diseases in humans. Therefore, we only serve chicken and turkey that have been raised with restricted use of these drugs, especially as a growth additive in feed.

Humane Welfare Of Farm Animals

We only offer Humane Farm Animal Care (HFAC) certified cage-free shell and liquid eggs nationwide. Additionally, we are committed to ensuring our pork products are sourced from a gestation crate-free environment while continuously engaging the industry to work toward our goal.

Providing Fresh Yogurt And Milk Free of Artificial Growth Hormones

We only serve fresh fluid milk and fresh yogurt from cows that have been certified to be free of artificial growth hormones rBGH/rBST.

Waste Reduction Initiatives

Compass Group is committed to reducing food waste by 50% by year 2030.

In areas of the U.S., food waste accounts for more than 15% of materials entering landfills. According to the EPA, our nation spends an estimated $1 billion every year to dispose of excess food. We developed Waste Not to increase awareness by tracking, measuring and minimizing food waste at the community level in four categories: production waste, overproduction, unused/out-of-date inventory and open category.

Waste Not, our proprietary, tablet-based program, creates positive impact for our frontline teams by focusing on avoidable waste reduction with dashboard reporting and real-time tracking, resulting in reduced costs.

Our waste management dashboards provide robust reporting tools. Our systems achieve waste-reduction goals with data consistently reviewed and opportunities identified to modify operations and change behaviors.

NUTRITION AND WELLNESS

As leaders in the senior living industry, we know that a nourished life is one filled with meaningful experiences and opportunities for continued growth, joy and well-being. Our individualized wellness and nutrition services are offered through our team of registered dietitians and nutrition and wellness directors. They help residents achieve their highest state of wellness and support custom diet needs for virtually any need. Our team is passionate about empowering residents to make great choices and achieve their healthy lifestyle goals.

• Resident Wellness Engagement

• Menu Innovation

• Resident Wellness Education

• Sustainability

The Value We Bring to Health and Wellness

• Effective training to increase understanding and empathy promotes associate engagement and investment in resident satisfaction and health.

• Easy-to-use tools and resources for team members to be able to enhance the dining and nutrition experience for residents through optimizing environment, menu and service.

• Regulatory compliance and quality assurance and performance improvement (QAPI) policies and procedures are in place to ensure your communities are survey-ready at all times.

• Our experts will help you identify and act on opportunities to improve the dining experience and nutritional status of those with dementia and cognitive decline.

• We capitalize on collaborative opportunities to customize the approach per your goals and budget.

• Together, our wellness and culinary teams work to honor resident choice while meeting nutritional and medical needs.

• Our team of experts has researched authored clinical protocols specific to the senior living industry.

MEMORY CARE PROGRAM

A part of our Nourished Life wellness platform, Dignified Dining is the most advanced dining and nutrition solution for memory care.

Residents of every age, stage and generation deserve nutrition and wellness care that enriches their day and enhances their life. We believe in dignity, respect, wellness and choices appropriate to needs. Therefore, we will implement our extensive wellness programs and are dedicated to nourishing the lives of Covenant Village residents at every care level through our Dignified Dining program, standard policies and procedures and engaging programs to support the six pillars of cognitive health: Physical exercise, food and nutrition, medical health, mental fitness, sleep and relaxation and social interaction.

Key focus areas include:

• Resident Assessment – Determining nutritional status, risk and stage of dementia

• Appropriate Dining Experience – Maximizing resident experience through minimization of distractions, adequately arranging table and plate presentation, and delivery of services

• Mindfulness of Sensory Materials – Nonabrasive lighting, controlled noise levels, calming aesthetic decor and contrasting tableware are imperative to ensure interaction and engagement for cognitively impaired residents

• Individualized Plan of Care – With menu planning ideas, feeding techniques and caregiver response and guidance

• Appropriate Menuing – Our culinary team creates culinary concepts explicitly designed for residents, no matter their necessary level of care

To deliver the best dining experience for your residents, we provide the following:

• Social contact

• A person-centered focus that honors resident choices

• A liberalized diet

• Assistance at mealtimes, including verbal cues

• Adaptive equipment

• Physical and environmental changes

• A supportive and empathetic atmosphere

With a focus on higher levels of living, our dietitians:

• Visit with all residents to ensure their specific nutritional needs and preferences are met

• Work side-by-side with chefs to create wholesome, balanced meals

• Offer wellness training opportunities to associates, care team members and residents to improve knowledge on wellness and person-centered care

• Ensure regulatory compliance

• Educate residents about their changing nutritional needs and how proper eating can positively affect their quality of life

CLINICAL TRAINING FOR DIETITIANS

Staying Connected

The following keeps our dietitians connected and informed:

Monthly Nutrition Newsletter

Our Monthly Nutrition Newsletter informs the team about webinar dates, education opportunities, wellness promotions, industry news, regulation updates, articles on resident care and survey trends.

Clinical Training Manual

Our Clinical Training Manual includes geriatric nutrition and the aging process, regulation requirements, standards and guidelines of clinical practices, and more.

CCL Hospitality GroupDiet Manual for Long-Term Care

The CCL Hospitality GroupDiet Manual for Long-Term Care provides guidance for medical nutrition therapy, emphasizing a liberalized approach in a long-term care setting.

We are one of the largest supporters of the Academy of Nutrition and Dietetics in the country. Each year, we bring on more than 85 dietetic interns as part of their accredited program.

Annual Meetings

Dietitians are kept up-to-date and engaged at our annual regional clinical meeting that provides updates on new initiatives and programs, industry trends and regulatory changes.

Wellness Champion Initiative

The CCL Hospitality Group Wellness Champion initiative is committed to encouraging healthy lifestyle habits for CCL Hospitality Group associates and residents. The goal is to engage and empower field dietitians who are passionate about well-being to create and lead an inclusive environment where all associates learn about and are encouraged to practice more healthy choices. Consequently, team members who recognize the importance of wellness for themselves will increase support of wellness programming for our clients and residents.

Survey Ready

Annual mock surveys will be conducted to ensure accounts are prepared for surveys. Managers conduct QAPI audits and utilize our survey-readiness toolkits to monitor and perform corrective actions. We keep our teams informed by providing regulation updates related to food safety and nutrition care whenever published by the federal Centers for Medicare and Medicaid Services (CMS). With the support of our senior nutrition team, we successfully implement the comprehensive CMS guidelines through new policies, procedures and protocols, ensuring associates meet new qualifications and nationwide training.

Care Partner Training is a hospitality training series for associates assisting with serving and delivering meals to residents. This training is a four-part interactive series available for live, virtual or e-Learning experiences. Modules include hospitality and customer service, diet education and food allergies, older adult nutrition and dementia, food safety handling and sanitation standards.

RESIDENT WELLNESS

EDUCATION

Our Nourished Life program encompasses all of Compass Group’s best wellness initiatives, including resident education and engagement. We believe that with proper guidance, residents will become more engaged with increased moods and outlook on life. We want residents to feel that they are involved in all aspects of their wellness.

Nourished Life allows your community’s registered dietitian a platform to connect with residents through our monthly newsletter, R.D. Digest. Each month with collaboration from the recreation or life enrichment team, a new topic is chosen and discussed along with tips and tricks for better well-being. The R.D. Digest can be placed in residents’ mailboxes, posted in the dining areas or on wellness boards for a centralized access point. This monthly newsletter gives residents a way to educate themselves without needing to deter from their day-to-day routines.

Along with a monthly newsletter, Nourished Life also incorporates quarterly presentations as well as activities and events to connect with residents from every corner of your communities. In partnership with the wellness director, executive chef and recreation team, Nourish Life has a variety of options from which to choose, such as Lunch and Learns, Fitness Initiatives, Culinary Interactive Experiences and Wellness Education Programs.

As leaders in the senior living industry, we know that a nourished life is one filled with meaningful experiences and opportunities for continued growth, joy and well-being.

September 2022

Nutrition & Aging Well

Nutrition that fuels a healthy body is important no matter what your age. However, what you need to promote health as an older adult is different than other stages of the life cycle and aging may present new challenges to health goals. For example, medications can change how food tastes and how hungry you feel while absorption ability also changes with age.

Below are 5 principal nutrients to consider when optimizing nutrition over 65 years old.

Vitamin D: Important for bone and muscle health, immunity, and cognition. Skin absorption decreases with age. Daily needs increase after age 70

Calcium: Goes hand-in-hand with Vitamin D for bone health.

Intake recommendation for 51 years and older is 1200mg per day.

Nutrient Sources

1. Salmon

Vitamin D (recommended daily allowance 800 IU)

2. Swordfish

3.Tuna fish

4.Fortified OJ or milk

5.Fortified cereal

5

Calcium

(recommended daily allowance 1200 mg)

1. Dairy milk or fortified plant-based milk

2. Almonds

3. Winter squash

4. Tofu or edamame

5. Leafy greens

Vitamin B-12

Vitamin B-12: Needed for red blood cell and DNA formation, nerve and brain cell function. Gut absorption may decrease with age.

(recommended daily allowance

2.4

Protein: Increased importance with age to maintain muscle mass, immunity, and physical function. Research recommends increase protein for older adults (1-1.2g per kilogram of weight)

Calories: While nutrient needs remain the same or increase with age, caloric needs decrease, making nutrient density of food even more important

Bridging Connections

Building Stronger Ties with Extensive Support

$1.1B in Revenue

13,000+ Associates

850+ Locations

Like Covenant Village, we are focused on the future and evolving older adult and community living environments. CCL Hospitality Group is a unique collaboration of multiple business units and resources dedicated to executing the hospitality vision of our partners.

Led by Dan Natterman, CCL Hospitality Group represents the largest, most experienced and vastly resourced senior living hospitality organization nationwide. It combines the best of what a world-class management organization offers and reinforces that we have the team, tools and technology to be a sound partner.

With the experience and expertise of our organization, paired with the world-class support of Compass Group, we have the most financially stable and experienced senior living hospitality provider that no other competitor can match.

Our Family of Companies

The resources of Compass Group will provide benefits both in the local marketplace and in our ability to introduce industry-changing capabilities from our other sectors.

Business and Industry: Bon Appétit, CulinArt, Eurest, ESFM, FLIK Hospitality Group and CCL Hospitality Group

Healthcare and Senior Living: Compass One Healthcare, CCL Hospitality Group, Crothall Healthcare, Coreworks, TouchPoint Support Services

Restaurants and Entertainment: Levy, Restaurant Associates and Wolfgang Puck Catering

Education: Chartwells, CulinArt Group, FLIK Independent School Dining, Gourmet Dining and SSC Services for Education

Vending and Refreshment Services: Canteen, Canteen One and Tradecraft

Conference Centers and Hotels: FLIK Conference Centers & Hotels and Rapport

We are a family of companies, each specializing in its unique field, bringing targeted expertise along with broad resources to our partners.

While using diverse experiences to serve all global needs, each operating company of Compass Group is backed by dedicated resources, leveraging the economies of scale.

As one of the largest global employers, Compass Group employs more than 550,000 associates worldwide. That means exceptional benefits, powerful recruiting mechanisms, career opportunities and training selections that none of our competitors can offer.

Strategic Partnerships:

Thompson Hospitality and Union Square Hospitality

Purchasing: Foodbuy

Remote Sites: ESS

Compass Group capitalizes on its strong infrastructure and worldwide experience to provide a commitment to top-quality foodservice. Headquartered in Charlotte, North Carolina, Compass Group North America had annual revenues of $25.7 billion in fiscal year 2023.

Awards and Recognition

Being part of a prestigious national organization like Compass Group underscores our purpose and drives our value as the nation’s leading senior living contract management company. Recent awards including Top Contractor, Best Employer and Healthiest Employer inspire and encourage us to exceed expectations.

300,000+

Regional And Local Support

Alex Perez

Regional Director of Operations, CCL Hospitality Group

Ryan McCoy Director of Dining Services, Friends Home

Eugene Walters NC Field Engagement Director

Chad MacDonald

Regional Vice President Operations, CCL Hospitality Group

Chris Garrand

Corporate Executive Chef, CCL Hospitality Group

Chuck Trascritti

Vice President of Growth, CCL Hospitality Group

Anthony Pacchioni

Division President, CCL Hospitality Group

Shannon Helfert Director of Nutrition & Wellness

Ali Fuller

Director of Growth, CCL Hospitality Group

Corporate Support

Jeff Fearn Chief Financial Officer

Ellen Lowre VP of Nutrition, Wellness and Sustainability

Dan Natterman Chief Executive Officer

Shannon Watkins Vice President, Human Resources

Randy Emert Chief Culinary Officer

Phillip Dopson SVP, Consumer Experience

Chris Stainton Vice President, Supply Chain

Summer Menegakis Vice President, Marketing and Communications

Communication and Visitation Cadence

Well-rounded Support and Ongoing Communication

Consistency and transparency in communication are key success factors of a partnership. Our corporate and regional teams are committed to frequent touchpoints to keep you informed about the performance of your operations and continually identify opportunities to enhance the programs as well as service efficiencies.

Name Title

Alex Perez Regional Director of Operations

Anthony Pacchioni Division President

Chad MacDonald Regional Vice President

Purpose of Visitation Attendees

• Oversee all operations and ensure general manager, executive chef and dietitian are following all mandates and guidelines set by CCL Hospitality Group; dedicated solely to Covenant Village

• Ensure alignment on strategic goals and performance

• Meet with all decision-makers to continue to gain alliance with community needs

• Ensure operations is delivering on commitments

• Attend business reviews

• Ensure alignment on strategic and tactical goals and performance

• Meet with all decision-makers to continue to gain alliance with community needs

• Ensure operations is delivering on commitments

• Review commitments to contract, quality and regulatory compliance

• Attend business reviews, visit and audit community, participate in town halls

Meet with community leadership team on a regular basis

Community leadership

Dining services team

Chris Garrand Regional Corporate Executive Chef

Shannon Helfert Director of Nutrition and Wellness

• Perform culinary integrity audits

• Ensure culinary training and chef development

• Participate and support large community events

• Perform annual audits: chart documentation audit, clinical QA and survey readiness

• Support registered dietitian training and development activities

Community leadership

Dining services team

Community leadership and other department managers based on meetings topics

Community leadership, clinical administration/ leadership, registered dietitian, director of dining, executive chef and other department managers based on meetings topics

Continuous Communication

Our goal is to embrace your mission and values, collaborating side by side to develop a mutually beneficial partnership built on a foundation of open, honest communication. We provide dedicated leadership and balanced financial incentives to ensure accountability and transparency as well as strong performance throughout the life of your contract.

Client Excellence

CCL Hospitality Group has long been an organization that innovates when others become stagnant. In 2019, we launched our Client Excellence team, making us the only industry partner to offer this layer of support. This team will work alongside, but independent of, the support teams that are responsible for day-today operations.

By reporting directly to Dan Natterman, this structure ensures the team uniquely represents the independent voice of our clients. Regularly interacting with leading clients across the country enables us to understand important minute details and see broad trends.

A Partnership With CCL Hospitality Group Offers The Following Compass Group Resource Hierarchy:

Shared Control

• Strategy/Experiences

• Information Transparency

• Mutual Risk/Reward

• Specialized Support Infrastructure

• Building a Unique Program Together

Accountability

• Mutual Agreement and Transparency

• Predictable Forecasting

• Mitigates Inflation Impacts

• Metric/KPI-Driven Culture

• Complementary Mission

• Enhances Your Brand

• Seamless to the Consumer Value

• Single-Source Partnership

• Improves Employee Retention and Engagement

Through Development Opportunities

• Scalable Practices

• Global Innovation

• Leverages the Power of Compass Group

• Accelerates and Sustains Business Objectives

Strategic Partnership Infrastructure

Strategic Benefits Complementing Your Infrastructure

Dedicated Partnership Resources

Tailored to meet your resource, performance, brand and business plan objectives; a unique dining brand created specifically for Covenant

Looking Forward

Navigating the Future Together

We extend our heartfelt gratitude for considering CCL Hospitality Group as your culinary and hospitality partner. We are excited about the possibilities that lie ahead and the opportunity to serve your community with dedication, passion and excellence. Together, we will redefine the dining experience at Covenant Village and create indelible memories that resonate with residents for years to come. Let us embark on this journey together, building a strong partnership and elevating experiences that will enrich the lives of all who call Covenant Village home.