Type text here
REGION 4 EDUCATION SERVICE CENTER (ESC)
Contract # R240115
for
FURNITURE, INSTALLATION, AND RELATED SERVICES
with
SCHOOL SPECIALTY, LLC
Effective: December 17, 2024
APPENDIX A
CONTRACT
This Contract (“Contract”) is made as of December 17, 2024 by and between
School Specialty, LLC (“Contractor”) and Region 4 Education Service Center
FURNITURE, INSTALLATION, AND RELATED SERVICES
(“Region 4 ESC”) for the purchase of ___________________________________________(“the
products and services”).
RECITALS
WHEREAS, Region 4 ESC issued Request for Proposals Number RFP 24-01 for FURNITURE,
INSTALLATION, AND RELATED SERVICES (“RFP”), to which Contractor provided a response
(“Proposal”); and
WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor
in providing the services/materials described in the RFP and Proposal;
WHEREAS, both parties agree and understand the following pages will constitute the
Contract between the Contractor and Region 4 ESC, having its principal place of business at
7145 West Tidwell Road, Houston, TX 77092.
WHEREAS, Contractor included, in writing, any required exceptions or deviations from
these terms, conditions, and specifications; and it is further understood that, if agreed to by
Region 4 ESC, said exceptions or deviations are incorporated into the Contract.
WHEREAS, this Contract consists of the provisions set forth below, including provisions of
all attachments referenced herein. In the event of a conflict between the provisions set forth
below and those contained in any attachment, the provisions set forth below shall control.
WHEREAS, the Contract will provide that any state and local governmental entities, public
and private primary, secondary and higher education entities, non-profit entities, and agencies
for the public benefit (“Public Agencies”) may purchase products and services at prices
indicated in the Contract upon the Public Agency’s registration with OMNIA Partners.
1) Term of agreement. The initial term of the Contract is for a period of three (3) years unless
terminated, canceled or extended as otherwise provided herein. Region 4 ESC shall have the
right in its sole discretion to renew the Contract for an additional term of up to two (2) years or
for a lesser period of time as determined by Region 4 ESC by providing written notice to the
Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the
original term. Contractor acknowledges and understands Region 4 ESC is under no obligation
whatsoever to extend the term of this Contract. Notwithstanding the forgoing paragraph, the
term of the Contract, including any extension of the original term, shall be further extended
until the expiration of any Purchase Order issued under the Contract for a period of up to one
year beyond the Contract term.
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2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this
agreement, and described in the RFP, incorporated herein by reference as though fully set
forth herein.
3) Form of Contract. The form of Contract shall be the RFP, the Offeror’s proposal and Best and
Final Offer(s).
4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted
by Region 4 ESC, the following order of precedence shall prevail:
i. This Contract
ii. Offeror’s Best and Final Offer
iii. Offeror’s proposal
iv. RFP and any addenda
5) Commencement of Work. The Contractor is cautioned not to commence any billable work or
provide any material or service under this Contract until Contractor receives a purchase order
for such work or is otherwise directed to do so in writing by Region 4 ESC.
6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final
written expression of agreement. All agreements are contained herein and no other
agreements or representations that materially alter it are acceptable.
7) Assignment of Contract. No assignment of Contract may be made without the prior written
approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material
change in operations is made (i.e., bankruptcy, change of ownership, merger, etc.).
8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to
perform this Contract, a successor in interest must guarantee to perform all obligations under
this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change of
name agreement will not change the contractual obligations of Contractor.
9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding
unless authorized and signed by Region 4 ESC.
10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional
distributors or dealers, other than those identified at the time of submitting their proposal, to
sell under the Contract without notification and prior written approval from Region 4 ESC.
Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or
dealer. Purchase orders and payment can only be made to the Contractor unless otherwise
approved by Region 4 ESC. Pricing provided to members by added distributors or dealers
must also be less than or equal to the Contractor’s pricing.
11) TERMINATION OF CONTRACT
a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate
the Contract if purchase volume is determined to be low volume in any 12-month period.
Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to
failure by Contractor to carry out any obligation, term or condition of the contract. Region
4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any
of the following:
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i. Providing material that does not meet the specifications of the Contract;
ii. Providing work or material was not awarded under the Contract;
iii. Failing to adequately perform the services set forth in the scope of work and
specifications;
iv. Failing to complete required work or furnish required materials within a reasonable
amount of time;
v. Failing to make progress in performance of the Contract or giving Region 4 ESC
reason to believe Contractor will not or cannot perform the requirements of the
Contract; or
vi. Performing work or providing services under the Contract prior to receiving an
authorized purchase order.
Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide
a satisfactory response to Region 4 ESC. Failure to adequately address all issues of
concern may result in Contract cancellation. Upon cancellation under this paragraph, all
goods, materials, work, documents, data and reports prepared by Contractor under the
Contract shall immediately become the property of Region 4 ESC.
b) Termination for Cause. If, for any reason, Contractor fails to fulfill its obligation in a timely
manner, or Contractor violates any of the covenants, agreements, or stipulations of this
Contract Region 4 ESC reserves the right to terminate the Contract immediately and
pursue all other applicable remedies afforded by law. Such termination shall be effective
by delivery of notice, to the Contractor, specifying the effective date of termination. In such
event, all documents, data, studies, surveys, drawings, maps, models and reports
prepared by Contractor will become the property of the Region 4 ESC. If such event does
occur, Contractor will be entitled to receive just and equitable compensation for the
satisfactory work completed on such documents.
c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or
within a reasonable time period as interpreted by the purchasing agent or failure to make
replacements or corrections of rejected articles/services when so requested shall
constitute grounds for the Contract to be terminated. In the event Region 4 ESC must
purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a
reasonable time period, for all expenses incurred.
d) Force Majeure. If by reason of Force Majeure, either party hereto shall be rendered unable
wholly or in part to carry out its obligations under this Agreement then such party shall
give notice and full particulars of Force Majeure in writing to the other party within a
reasonable time after occurrence of the event or cause relied upon, and the obligation of
the party giving such notice, so far as it is affected by such Force Majeure, shall be
suspended during the continuance of the inability then claimed, except as hereinafter
provided, but for no longer period, and such party shall endeavor to remove or overcome
such inability with all reasonable dispatch.
The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or
other industrial disturbances, act of public enemy, orders of any kind of government of the
United States or the State of Texas or any civil or military authority; insurrections; riots;
epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts;
droughts; arrests; restraint of government and people; civil disturbances; explosions,
breakage or accidents to machinery, pipelines or canals, or other causes not reasonably
within the control of the party claiming such inability. It is understood and agreed that the
settlement of strikes and lockouts shall be entirely within the discretion of the party having
the difficulty, and that the above requirement that any Force Majeure shall be remedied
with all reasonable dispatch shall not require the settlement of strikes and lockouts by
acceding to the demands of the opposing party or parties when such settlement is
unfavorable in the judgment of the party having the difficulty.
CONTRACT
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e) Standard Cancellation. Region 4 ESC may cancel this Contract in whole or in part by
providing written notice. The cancellation will take effect 30 business days after the other
party receives the notice of cancellation. After the 30th business day all work will cease
following completion of final purchase order.
12) Licenses. Contractor shall maintain in current status all federal, state and local licenses, bonds
and permits required for the operation of the business conducted by Contractor. Contractor
shall remain fully informed of and in compliance with all ordinances and regulations pertaining
to the lawful provision of services under the Contract. Region 4 ESC reserves the right to stop
work and/or cancel the Contract if Contractor’s license(s) expire, lapse, are suspended or
terminated.
13) Survival Clause. All applicable software license agreements, warranties or service
agreements that are entered into between Contractor and Region 4 ESC under the terms and
conditions of the Contract shall survive the expiration or termination of the Contract. All
Purchase Orders issued and accepted by Contractor shall survive expiration or termination of
the Contract for a period of up to one year beyond the term of the Contract. Notwithstanding
the foregoing, the term of the Contract, including any extension of the original term, shall be
further extended until the expiration of any Purchase Order issued under the Contract for a
period of up to one year beyond the Contract term.
14) Delivery. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If
delivery is not or cannot be made within this time period, the Contractor must receive
authorization for the delayed delivery. The order may be canceled if the estimated shipping
time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be
included in all pricing offered unless otherwise clearly stated in writing.
Additional Delivery/Installation Charges: Contractor may enter into additional negotiations
with a purchasing agency for additional delivery or installation charges based on onerous
conditions. Additional delivery and/or installation charges may only be charged if mutually
agreed upon by the purchasing agency and Contractor and can only be charged on a per
individual project basis.
15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may
make the determination to return the material to the Contractor at no cost to Region 4 ESC.
The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be
responsible for arranging the return of the defective or incorrect material.
16) Payments. Payment shall be made after satisfactory performance, in accordance with all
provisions thereof, and upon receipt of a properly completed invoice.
17) Price Adjustments. Should it become necessary or proper during the term of this Contract to
make any change in design or any alterations that will increase price, Region 4 ESC must be
notified immediately. Price increases must be approved by Region 4 ESC and no payment for
additional materials or services, beyond the amount stipulated in the Contract shall be paid
without prior approval. All price increases must be supported by manufacturer documentation,
or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days
after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility
to keep all pricing up to date and on file with Region 4 ESC. All price changes must be
provided to Region 4 ESC, using the same format as was provided and accepted in the
Contractor’s proposal.
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Price reductions may be offered at any time during Contract. Special, time-limited reductions
are permissible under the following conditions: 1) reduction is available to all users equally; 2)
reduction is for a specific period, normally not less than thirty (30) days; and 3) original price
is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price
reduction during the Contract term.
18) Audit Rights. Contractor shall, at its sole expense, maintain appropriate due diligence of all
purchases made by Region 4 ESC and any entity that utilizes this Contract. Region 4 ESC
reserves the right to audit the accounting for a period of three (3) years from the time such
purchases are made. This audit right shall survive termination of this Agreement for a period
of one (1) year from the effective date of termination. Region 4 ESC shall have the authority
to conduct random audits of Contractor’s pricing at Region 4 ESC's sole cost and expense.
Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing
being offered that is materially inconsistent with the pricing under this agreement, Region 4
ESC shall have the ability to conduct an extensive audit of Contractor’s pricing at Contractor’s
sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a third-
party auditing firm. In the event of an audit, the requested materials shall be provided in the
format and at the location designated by Region 4 ESC.
19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor
may substitute a new product or model if the replacement product meets or exceeds the
specifications and performance of the discontinued model and if the discount is the same or
greater than the discontinued model.
20) New Products/Services. New products and/or services that meet the scope of work may be
added to the Contract. Pricing shall be equivalent to the percentage discount for other
products. Contractor may replace or add product lines if the line is replacing or supplementing
products, is equal or superior to the original products, is discounted similarly or greater than
the original discount, and if the products meet the requirements of the Contract. No products
and/or services may be added to avoid competitive procurement requirements. Region 4 ESC
may require additions to be submitted with documentation from Members demonstrating an
interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject
any additions without cause.
21) Options. Optional equipment for products under Contract may be added to the Contract at
the time they become available under the following conditions: 1) the option is priced at a
discount similar to other options; 2) the option is an enhancement to the unit that improves
performance or reliability.
22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's
minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in
writing.
23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their
work as required or directed. Upon completion of the work, the premises shall be left in good
repair and an orderly, neat, clean, safe and unobstructed condition.
24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared,
unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the
cost of site preparation in a purchase order. Site preparation includes, but is not limited to
CONTRACT
5
moving furniture, installing wiring for networks or power, and similar pre-installation
requirements.
25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor
agrees no employee or employee of a subcontractor who has been adjudicated to be a
registered sex offender will perform work at any time when students are or are reasonably
expected to be present. Contractor agrees a violation of this condition shall be considered a
material breach and may result in the cancellation of the purchase order at Region 4 ESC’s
discretion. Contractor must identify any additional costs associated with compliance of this
term. If no costs are specified, compliance with this term will be provided at no additional
charge.
26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees
on the worksite and shall erect and properly maintain all necessary safeguards for protection
of workers and the public. Contractor shall post warning signs against all hazards created by
its operation and work in progress. Proper precautions shall be taken pursuant to state law
and standard practices to protect workers, general public and existing structures from injury
or damage.
27) Smoking. Persons working under the Contract shall adhere to local smoking policies.
Smoking will only be permitted in posted areas or off premises.
28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC,
payment may be made for materials not incorporated in the work but delivered and suitably
stored at the site or some other location, for installation at a later date. An inventory of the
stored materials must be provided to Region 4 ESC prior to payment. Such materials must be
stored and protected in a secure location and be insured for their full value by the Contractor
against loss and damage. Contractor agrees to provide proof of coverage and additionally
insured upon request. Additionally, if stored offsite, the materials must also be clearly identified
as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be
allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite,
as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's
responsibility to protect all materials and equipment. Contractor warrants and guarantees that
title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance.
29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal
property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the
right to terminate the Contract at the expiration of each budget period during the term of the
Contract and is conditioned on a best effort attempt by Region 4 ESC to obtain appropriate
funds for payment of the contract.
30) Indemnity. Contractor shall protect, indemnify, and hold harmless both Region 4 ESC and its
administrators, employees and agents against all claims, damages, losses and expenses
arising out of or resulting from the actions of the Contractor, Contractor employees or
subcontractors in the preparation of the solicitation and the later execution of the Contract.
Any litigation involving either Region 4 ESC, its administrators and employees and agents will
be in Harris County, Texas.
31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within
website, marketing materials and advertisement. Any use of Region 4 ESC name and logo
CONTRACT
6
or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must
have prior approval from Region 4 ESC.
32) Certificates of Insurance. Certificates of insurance shall be delivered to the Region 4 ESC
prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten
(10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall
require all subcontractors performing any work to maintain coverage as specified.
33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local,
state, and federal laws governing the sale of products/services and shall comply with all laws
while fulfilling the Contract. Applicable laws and regulation must be followed even if not
specifically identified herein.
CONTRACT
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Appendix B
TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the
terms and conditions in this solicitation and draft Contract except as noted below with
proposed substitute language (additional pages may be submited, if necessary). The
provisions of the RFP cannot be modified without the express written approval of Region 4
ESC. If a proposal is submitted with modifications to the draft Contract provisions that are
not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the
RFP shall prevail.
Check one of the following responses:
Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract.
(Note: If none are listed below, it is understood that no exceptions/deviations are taken.)
Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must
be clearly explained, reference the corresponding term to which Offeror is taking exception
and clearly state any proposed modified language, proposed additional terms to the RFP
and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for
award. Region 4 ESC shall be the sole judge on the acceptance of exceptions and
modifications and the decision shall be final.
If an offer is made with modifications to the contract provisions that are not expressly
approved in writing, the contract provisions contained in the RFP shall prevail.)
School Specialty - 10/15/24 - Region 4 - all Region 4 exceptions approved 08/13/24 Review
Section/Page Term, Condition, or Exception/Proposed Modification Accepted
Specification (For Region 4
ESC’s use)
Doc 11 Product Providing volume tiered discounts that includes freight Price chart with tierd
Section 4, Pg 5 Products & Pricing
and Pricing with separate line for installation charges discount - Acknowledged
Marketing, Sales, and School Specialty LLC is proposing OMNIA Partners will
1.2 Administrative Support a 2.50% administrative fee. discuss
Contract, Appendix
A, Please allow 4 - 6 Weeks for delivery after Similar to current
Pg # 4 Section 14 - Delivery receipt of purchase orders Furniture - OK
** Section 4, Pg 5
9/6/24 - #97 to #99 are projected sales and will
be included, per Greg Harbaugh
24-01 Addendum 6
School Specialty LLC
Supplier Response
Event Information
Number: 24-01 Addendum 6
Title: Furniture, Installation, and Related Services
Type: Request for Proposal
Issue Date: 4/11/2024
Deadline: 6/13/2024 02:00 PM (CT)
Notes: Oral communications concerning this RFP shall not be binding and
shall in no way excuse an Offeror of the obligations set forth in this
proposal.
Only online proposals will be accepted. Proposals must be submitted
via Region 4 ESC's online procurement system:
region4esc.ionwave.net.
No manual, emailed, or faxed proposals will be accepted.
NON-MANDATORY PRE-PROPOSAL CONFERENCE #2
Meeting to be held on
Wednesday, May 1, 2024 at 10:00 am CST
via ZOOM. Click here to join.
Meeting to be held on
Wednesday, April 24, 2024 at 10:00 am
via ZOOM. Click here to join.
Offerors are strongly encouraged, but not required to participate in a
pre-proposal conference with the Procurement and Operations
Specialist.
Page 1 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Contact Information
Address: Finance and Operations
7145 West Tidwell Road
TX 77092
Email: questions@esc4.net
Page 2 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
OFFER AND CONTRACT SIGNATURE FORM
The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict
compliance with the terms, specifications and conditions at the prices proposed within response
unless noted in writing.
Company Name School Specialty, LLC
Address W6316 Design Drive
City/State/Zip Greenville, WI 54942
Telephone No. 888-388-3224
Email Address bidnotices@schoolspecialty.com
Printed Name Leonard Adkins
Title Assistant Secretary
Authorized signature
Accepted by Region 4 ESC:
Contract No. ______________
Initial Contract Term to
Region 4 ESC Authorized Board Member Date
Print Name
Region 4 ESC Authorized Board Member Date
Print Name
School Specialty LLC Information
Contact: Sarah Peterson
Address: W6316 Design Drive
Greenville, WI 54942-8404
Phone: (888) 388-3224
Email: bidnotices@schoolspecialty.com
Web Address: www..schoolspecialty.com
By submitting your response, you certify that you are authorized to represent and bind your company.
Leonard Adkins bidnotices@schoolspecialty.com
Signature Email
Submitted at 6/11/2024 10:09:39 AM (CT)
Requested Attachments
1. OFFER AND CONTRACT
OFFER AND CONTRACT SIGNATURE FORM SIGNATURE FORM.pdf
Please complete the Offer and Contract Signature Form, located on the Attachments tab, and upload the completed
document here.
2. Appendix B - Terms &
Appendix B - Terms & Conditions Acceptance Form Conditions Acceptance Form.pdf
Please complete the Terms & Conditions Acceptance Form, located on the Attachments tab, and upload the
completed document here.
Acknowledgment and Acceptance of Region 4 ESC's Open Records 3. Acknowledgment and
Acceptance of Region 4 ESCs
Policy Open Records Policy.pdf
Please complete the Acknowledgment and Acceptance of Region 4 ESC's Open Records Policy, located on the
Attachments tab, and upload the completed document here.
4. add chgOMNIA Partners -
Exhibit F Federal Funds
OMNIA Partners - Exhibit F Federal Funds Certifications Certifications Form (1) - -
Copy.pdf
Please complete the OMNIA Partners - Exhibit F Federal Funds Certifications, located on the Attachments tab, and
upload the completed documents here.
Value Add 5. Value Add.pdf
Provide any additional information related to products and services Offeror proposes to enhance and add value to the
Contract. Furniture can be included as a Value-Add, include any fees such as installation, delivery options,
setup/cleaning, classroom design/layout, special orders, etc.
6. Antitrust Certification
Antitrust Certification Statements Statements.pdf
Please complete the Antitrust Certification Statements, located on the Attachments tab, and upload the completed
document here.
7. Form 1295 Certificate
Certificate of Interested Parties (Form 1295) 101197381.pdf
Must complete the form online at: https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm
Diversity Program Certifications No response
If there are any diversity programs, provide a copy of their certification.
Page 3 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Minority Women Business Enterprise Certification No response
Please upload Minority Women Business Enterprise Certification if applicable.
10. FEIN and Dunn &
Submit FEIN and Dunn & Bradstreet report. Bradstreet.pdf
Upload FEIN and Dunn & Brandstreet report here.
Products and Pricing 11. Products and Pricing.pdf
Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of
line. Describe the full line of products and services offered by supplier.
Small Business Enterprise (SBE) or Disadvantaged Business No response
Enterprise (DBE) Certification
Please upload Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE) Certification if
applicable.
Historically Underutilized Business (HUB) Certification No response
Please upload Historically Underutilized Business (HUB) Certification if applicable.
14. Texas Government Code 2270
Texas Government Code 2270 Verification Form Verification Form.pdf
Please complete the Texas Government Code 2270 Verification Form, located on the Attachments tab, and upload the
completed document here.
Additional Agreements Offeror will require Participating Agencies to No response
sign.
Upload any additional agreements offeror will require Participating Agencies here.
Historically Underutilized Business Zone Enterprise (HUBZone) No response
Please upload Historically Underutilized Business Zone Enterprise (HUBZone) if applicable.
Other recognized diversity certificate holder No response
Please upload other recognized diversity certificate holder if applicable.
18. add chgOMNIA Partners -
OMNIA Partners - Exhibit F Federal Funds Certifications Exhibit F Federal Funds
Certifications Form.pdf
Please complete the OMNIA Partners - Exhibit F Response for National Cooperative Contract located on the
Attachments tab and upload the completed documents here.
19. add chgOMNIA Partners -
OMNIA Partners - Exhibit G New Jersey Business Compliance Exhibit G New Jersey Compliance
Form.pdf
Please complete the OMNIA Partners - Exhibit G New Jersey Business Compliance forms, located on the Attachments
tab, and upload the completed documents here.
Response Attachments
10. Describe ordering methods, tracking, and reporting.pdf
10. Describe ordering methods, tracking, and reporting
13. Describe any return or restocking fees.pdf
13. Describe any return or restocking fees
15. Verification of Contract Pricing.pdf
15. Verification of Contract Pricing
21. Describe experience with Prevailing Wage and Bacon-Davis.pdf
21. Describe experience with Prevailing Wage and Bacon-Davis
Page 4 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
28. Emergency Orders.pdf
28. Emergency Orders
32. Describe Offeror’s return and restocking policy.pdf
32. Describe Offeror’s return and restocking policy
33. Describe Offeror’s ability to meet service and warranty needs.pdf
33. Describe Offeror’s ability to meet service and warranty needs
34. Describe Offeror’s customer service problem resolution process.pdf
34. Describe Offeror’s customer service problem resolution process
35. Describe Offeror’s invoicing process.pdf
35. Describe Offeror’s invoicing process
37. Describe the financial condition of Offeror.pdf
37. Describe the financial condition of Offeror
38. Online At-a-Glance.pdf
38. Online At-a-Glance
40. Describe Offeror’s green or sustainability program.pdf
40. Describe Offeror’s green or sustainability program
41. Describe any social diversity initiatives.pdf
41. Describe any social diversity initiatives
42. Provide examples of general guidance.pdf
42. Provide examples of general guidance
43. Provide a brief history of the Offeror.pdf
43. Provide a brief history of the Offeror
44. Describe Offeror’s reputation in the marketplace.pdf
44. Describe Offeror’s reputation in the marketplace
45. Describe Offeror’s reputation of products and services in the marketplace.pdf
45. Describe Offeror’s reputation of products and services in the marketplace
46. Describe the experience and qualifications of key employees.pdf
46. Describe the experience and qualifications of key employees
49. Describe past litigation etc.pdf
49. Describe past litigation etc
51. Value Add.pdf
51. Value Add
52. Value Add.pdf
52. Value Add
58. Total number and location of sales.xlsx
58. Total number and location of sales
64. Diversity Programs.pdf
64. Diversity Programs
75. Contractor Relationships.xlsx
75. Contractor Relationships
76. Describe how supplier differentiates itself.pdf
76. Describe how supplier differentiates itself
Page 5 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
77. Litigation, Bankruptcy or reorganization.pdf
77. Litigation, Bankruptcy or reorganization
83. Logistics.xlsx
83. Logistics
85. Marketing and Sales.pdf
85. Marketing and Sales
86. 90-day Plan.pdf
86. 90-day Plan
92. Sales Force.pdf
92. Sales Force
96. System Capabilities and Limitations.pdf
96. System Capabilities and Limitations
Price List - AmTab .xlsx
Price List - AmTab
Price List - Aurora Storage .pdf
Price List - Aurora Storage
Price List - BCI Burke .xlsx
Price List - BCI Burke
Price List - Bison .pdf
Price List - Bison
Price List - Carpets For Kids .xlsx
Price List - Carpets For Kids
Price List - CEF .pdf
Price List - CEF
Price List - Ceia.pdf
Price List - Ceia
Price List - Childcraft .pdf
Price List - Childcraft
Price List - Childrens Factory .pdf
Price List - Childrens Factory
Price List - Classroom Select .pdf
Price List - Classroom Select
Price List - Copernicus .pdf
Price List - Copernicus
Price List - Diversified Spaces .xlsx
Price List - Diversified Spaces
Price List - Draper .xlsx
Price List - Draper
Price List - Dukane .pdf
Price List - Dukane
Price List - Elkay .pdf
Price List - Elkay
Page 6 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Price List - Fire King .pdf
Price List - Fire King
Price List - Fleetwood .pdf
Price List - Fleetwood
Price List - Ghent & Waddell .pdf
Price List - Ghent & Waddell
Price List - Greene MFG .pdf
Price List - Greene MFG
Price List - Halo-IPVideo-Ingram.xlsx
Price List - Halo-IPVideo-Ingram
Price List - Haskell .pdf
Price List - Haskell
Price List - Interior Concepts .pdf
Price List - Interior Concepts
Price List - Ironwood .pdf
Price List - Ironwood
Price List - K&R Solutions .pdf
Price List - K&R Solutions
Price List - Kaemark .pdf
Price List - Kaemark
Price List - Kay Park .xls
Price List - Kay Park
Price List - KFI Seating .pdf
Price List - KFI Seating
Price List - Legend Fitness .pdf
Price List - Legend Fitness
Price List - Luxor .pdf
Price List - Luxor
Price List - Media Technologies .xlsx
Price List - Media Technologies
Price List - Medify.pdf
Price List - Medify
Price List - Midland .xlsx
Price List - Midland
Price List - Monaco .docx
Price List - Monaco
Price List - MooreCo.pdf
Price List - MooreCo
Price List - MYT Coat .pdf
Price List - MYT Coat
Price List - Paragon Furniture .pdf
Price List - Paragon Furniture
Page 7 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Price List - Paragon Industries .pdf
Price List - Paragon Industries
Price List - Plymold .pdf
Price List - Plymold
Price List - Republic Storage .pdf
Price List - Republic Storage
Price List - RFM Seating .pdf
Price List - RFM Seating
Price List - Sandusky Lee .pdf
Price List - Sandusky Lee
Price List - School Safety Solution .pdf
Price List - School Safety Solution
Price List - Screenflex .pdf
Price List - Screenflex
Price List - Snoezelen .xlsx
Price List - Snoezelen
Price List - Specseats .pdf
Price List - Specseats
Price List - Superior Recreational .xlsx
Price List - Superior Recreational
Price List - Tenjam .pdf
Price List - Tenjam
Price List - Tesco .xlsx
Price List - Tesco
Price List - Ubtech Robotics Corp.xlsx
Price List - Ubtech Robotics Corp
Price List - UltraPlay .pdf
Price List - UltraPlay
Price List - UltraSite .pdf
Price List - UltraSite
Price List - United Visual .pdf
Price List - United Visual
Price List - WB MFG .xlsx
Price List - WB MFG
Price List - ZKTeco .xlsx
Price List - ZKTeco
106. Disclosure of Interested Parties.pdf
106. Disclosure of Interested Parties
107. Conflict of Interest Questionnaire.pdf
107. Conflict of Interest Questionnaire
School Specialty FE Catalog.pdf
School Specialty FE Catalog
Page 8 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Omnia Discount Summary Sheet.pdf
Omnia Discount Summary Sheet
Price List - Field Controls.pdf
Price List - Field Controls
Price List - National Recreation Systems.xlsx
Price List - National Recreation Systems
Price List - Big Toys.pdf
Price List - Big Toys
Price List - Frog Furnishings.pdf
Price List - Frog Furnishings
Price List - Dero.pdf
Price List - Dero
Price List - Freenotes.pdf
Price List - Freenotes
Bid Attributes
1 Oral Communication
Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the
obligations set forth in this proposal.
I have read and agree.
2 Scope of Work
Please download and thoroughly review the Scope of Work, located on the Attachments Tab. Indicate your review
and acceptance below.
I have read and agree.
3 Terms and Conditions
Please download and thoroughly review the Terms and Conditions, located on the Attachments Tab. Indicate your
review and acceptance below.
I have read and agree.
4 Products/Pricing - Upload on Response Attachments Tab
Offerors shall provide pricing based on a discount from a manufacturer's price list, or fixed price, or a combination
of both with indefinite quantities. Offeror may offer their complete product, and service offering as a balance of line.
Prices listed will be used to establish the extent of a manufacturer's product lines, services, warranties, etc. that are
available from Offeror and the pricing per item. Multiple percentage discounts are acceptable if, where different
percentage discounts apple, the different percentages are specified. Additional pricing and/or discounts may be
included. Products and services proposed are to be priced separately with all ineligible items identified. Offerors
may elect to limit their proposals to any category or categories. The discount proposed shall remain the same
throughout the term of the contract and at all renewal options. Price lists must contain the following: (if applicable)
Manufacturer Part #
Offeror's Part # (if different from manufacturer part #)
Description
Manufacturers Suggested List Price and Net Price
Net price to Region 4 ESC (including freight)
Page 9 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
5 Is pricing available for all products and services?
Yes
No
6 List the category or categories you are offering.
The following products and related services categories are the categories School Specialty is offering within our
response (it’s all of the categories listed in the RFP): o Systems Furniture; Freestanding Furniture; Seating/Chairs;
Soft Seating; Filing Systems, Storage & Equipment; Technology & Esports Support Furniture; Library Furniture;
Health & Science Furniture; Cafeteria Furniture; Learning Spaces Furniture; Audio/Visual Furniture; Art
Instructional Furniture; Educational Office Furniture; Career/Technical Education Furniture;
Music/Auditorium/Theater/Performing Arts; Wall and Ceiling Solutions; Privacy Pods; Phone, Sound Isolation
Rooms and Furniture Booths; Safety and Security Furniture; Interior Solutions; Related and Ancillary Products,
Accessories, and Solutions; Services and Support Solutions
7 Furniture Offerings
New, Used, Parts, Accessories, Service and Repair, Trade-Ins, Leasing/Financing and providing pricing structure for
each of these items.
School Specialty offers new products, parts, and accessories. Pricing is based on discount off manufacturers’ price
lists which varies by manufacturer and based on a four-tiered pricing structure. We’re also submitting a discount
off products listed in Specialty’s furniture and equipment catalog at 14% with free shipping. In our offering, we
included installation and repair services for products we provide. Installation or repair services, if necessary, will be
quoted on a job-by-job basis with a minimum charge of $30.00 per hour, not to exceed $65.00 per hour including
prevailing wage projects. Please see the attached School Specialty pricing structure document.
8 Minimum Quantities
Describe any minimums quantities.
There are no minimum quantities limitations.
9 Custom or special orders
What is the ability to provide custom or special order furniture products? Include catalogs and any fees related to
custom or special orders.
Each manufacturer in our offering can produce custom and special-order products. When customs/special items
are required, we work with our manufacturers to ensure they can meet our customers’ product specifications and
to ensure their pricing is cost effective to School Specialty and our customers. Not all manufacturers produce
catalogs with pricing related to custom or special orders; however, whenever we work with these types of items, we
provide customers with product specification sheets, may provide submittal documents, and custom drawings if
required.
1 Describe ordering methods, tracking, and reporting.
0
Please see our attachment 10. Describe ordering methods, tracking, and reporting
1 Shipping Costs
1 Describe any shipping charges.
1. Describe delivery charges along with definitions for:
a. Dock Delivery
b. Inside Delivery
c. Deliver and Install
1. Dock Delivery - Dock Delivery will be provided free of charge to all members. 2. Inside Delivery - Inside Delivery
will be provided free of charge to all members. 3. Deliver and Install - will provide the installation of products upon
request. Installation costs, if necessary, will be quoted on a per job basis (Minimum charge for installation starts at
$30.00 per hour not to exceed maximum of $65.00 per hour including prevailing wage projects). *Note: School
Specialty also provide liftgate services at no charge to our customers as a free accessorial service.
Page 10 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Warranty Pricing
2 Provide pricing for warranties on all products and services.
Dropship Orders (No Installation Services_ – for regular dropship orders, we replace and ship products at no
charge to customers if the items are still within the individual manufacturers’ warranty periods. If the items are not
within the warranty periods, we provide customers with very cost-effective pricing to replace their items. Installation
Orders – with orders that originally have installation services, we’ll replace, ship, and install replacement products
at no charge if the items are within the individual manufacturers’ warranty periods. If the products are outside the
warranty periods, we provide customers with very cost-effective pricing to replace their items. *Note: on an order-
by-order basis, School Specialty may waive any charges for warranty issues if the products are outside the
individual manufacturer’s warranty periods.
1 Describe any return or restocking fees.
3
Please see our attachment 13. Describe any return or restocking fees
1 Discounts or Rebates
4 Describe any additional discounts, special offers, promotions or rebates available. Additional discounts or rebates
may be offered for large quantity orders, single ship to location, growth, annual spend, guaranteed quantity, etc.
School Specialty can offer additional discounts for large quantity orders on an order-by-order basis. Our Sales
force will work the individual Region 4/OMNIA Partners members on extending additional discounts. For new
construction, large renovation projects, we can extend additional discounts in addition to the established discounts
listed in our offering. We also review annual spend and growth with individual school districts as well (we may
extend additional discounts for small transactional orders up to new construction, large renovations as well. School
Specialty does this often regardless for both small and large school districts.
1 Verification of Contract Pricing
5 Describe how customers verify they are receiving Contract pricing.
Please see our attachment 15. Verification of Contract Pricing.
1 Payment Methods
6 Describe payment terms and methods offered. Indicate if payment will be accepted via credit card. If so, may credit
card payment(s) be made online? Also state the Convenience Fee, if allowable, per the Visa Operating
Regulations.
School Specialty accepts check, credit card and ACH payments.
1 Frequency of Pricing Updates
7 Propose the frequency of updates to the Offeror’s pricing structure. Describe any proposed indices to guide price
adjustments. If offering a catalog contract with discounts by category, while changes in individual pricing may
change, the category discounts should not change over the term of the Contract. Updates may be no more
frequently than quarterly.
School Specialty will provide current MSRP price lists annually to Region 4/OMNIA. If manufactures change their
MSRP price list through-out the year, we will only submit requests to Region 4/OMNIA on a quarterly basis if
needed, but we do not anticipate this occurring often. Our discounts listed within our original RFP submission will
not change.
1 Future Product Introductions
8 Describe how future product introductions will be priced and align with Contract pricing proposed. What is the
proposed frequency for new product introductions?
Future product will receive agreed upon discount pricing that’s listed within the Master Agreement. If
manufacturers introduce new products, School Specialty will submit revised MSRP price lists on a quarterly basis
to Region 4/OMNIA.
Page 11 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Are repurpose or end of life programs offered? If so, explain the process.
9
School Specialty doesn’t offer these programs.
2 Are product loaner programs available? If so, explain the requirements.
0
School Specialty on a project-by-project basis, may offer loaner furniture. We would review the loaner needs of the
OMNIA member agency to determine if we can provide loaner furniture.
2 Describe experience with Prevailing Wage and Bacon-Davis.
1
Please see our attachment 21. Describe experience with Prevailing Wage and Bacon-Davis.
2 Not to Exceed Pricing
2 Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust
submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower
pricing to be available for similar product and service purchases. Cost plus pricing as a primary structure is not
acceptable.
2 Special Offers/Promotions
3 In addition to decreasing prices for the balance of the Contract term due to a change in market conditions,
Contractor may conduct sales promotions involving price reductions for a specified lesser period. Contractor may
offer Participating Agencies competitive pricing which is lower than the no-to-exceed price set forth herein at any
time during the Contract term and such lower pricing shall not be applied as a global price reduction under the
Contract.
2 Federal Funding Pricing
4 Due to products and services potentially being used in response to an emergency or disaster recovery situation in
which federal funding may use, provide alternative pricing that does not include cost plus a percentage of cost or
pricing based on time and materials; if time and materials is necessary, a ceiling price that the contract exceeds at
its own risk will be needed. Products and services provided in a situation where an agency is eligible for federal
funding, Offeror is subject to and must comply with all federal requirements applicable to the funding including, but
not limited to the FEMA Special Conditions section located in the Federal Funds Certifications Exhibit.
Agree
Disagree
2 Appendix D, Exhibit A, OMNIA Partners Response for National Contract
5 Include a detailed response to Appendix D, Exhibit A, OMNIA Partners Response for National Cooperative Contract.
Responses should highlight experience, demonstrate a strong national presence, describe how Offeror will educate
its national sales force about the Contract, describe how products and services will be distributed nationwide,
include a plan for marketing the products and services nationwide, and describe how volume will be tracked and
reported to OMNIA Partners.
2 Appendix D, Exhibit B, OMNIA Partners Administration Agreement
6 The successful Offeror will be required to sign Appendix D, Exhibit B, OMNIA Partners Administration Agreement
prior to Contract award. Offerors should have any reviews required to sign the document prior to submitting a
response. Offeror’s response should include any proposed exceptions to OMNIA Partners Administration
Agreement on Appendix B, Terms and Conditions Acceptance Form.
2 Appendix D, Exhibits F and G
7 Include completed Appendix D, Exhibits F. Federal Funds Certifications and G. New Jersey Business Compliance.
2 Emergency Orders
8 Describe how Offeror responds to emergency orders.
Please see our attachment 28. Emergency Orders.
Page 12 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
2 What is Offeror's average Fill Rate?
9
95%+
3 What is Offeror’s average on time delivery rate?
0 Describe Offeror's history of meeting the shipping and delivery timelines.
95%+
3 Describe Offeror’s history of meeting the shipping and delivery timelines.
1
Historically, 95%+ on-time shipping and delivery success rate.
3 Describe Offeror’s return and restocking policy.
2
Please see our artachment 32. Describe Offeror’s return and restocking policy.
3 Describe Offeror’s ability to meet service and warranty needs.
3
Please see our attachment 33. Describe Offeror’s ability to meet service and warranty needs
3 Describe Offeror’s customer service/problem resolution process. Include hours of operation, number
4 of services, etc.
Please see our attachment 34. Describe Offeror’s customer service problem resolution process
3 Describe Offeror’s invoicing process. Include payment terms and acceptable methods of payments.
5 Offerors shall describe any associated fees pertaining to credit cards/p-cards.
Please see our attachment 35. escribe Offeror’s invoicing process
3 Transition Plan
6 Describe Offeror’s contract methodology/implementation/customer transition plan.
All School Specialty customers who currently utilize the SSL/OMNIA Partners contracts as their primary pricing
agreement (or default agreement) will automatically be transitioned to the new OMNIA contract within our system
when the contract is awarded. As our sales teams engage with district accounts, and the accounts choose to utilize
OMNIA Partners, their primary pricing default will be changed in the SSL system.
3 Describe the financial condition of Offeror.
7
School Specialty is in good financial standing. Please see attached Consolidated Financial Statements and Report
of Independent Certified Public Accounts report and Dunn & Bradstreet Report.
3 Provide a website link in order to review website ease of use, availability, and capabilities related to
8 ordering, returns and reporting. Describe the website’s capabilities and functionality.
School Specialty’s website is www.schoolspecialty.com please see attached School Specialty Online At-A-Glance
document that gives detailed information regarding our website and it’s outstanding capabilities.
3 Describe the Offeror’s safety record.
9
School Specialty LLC as an organization has the following OSHA Recordable Incident Rates (IR): o 2021 – 0.86 o
2022 – 1.52 o 2023 – 1.18 We have not had any incidents related to our installation subcontractors while
performing installation services throughout these three previous years.
4 Describe Offeror’s green or sustainability program. What type of reporting or reviews are available to
0 participating agencies?
Please see our attachment 40. Describe Offeror’s green or sustainability program
Page 13 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
4 Describe any social diversity initiatives.
1
Please see our attachment 41. Describe any social diversity initiatives
4 Provide example(s) of general guidance on executing strategies for successful adoption of new
2 polices, processes and procedures.
Please see our attachment 42. Provide example(s) of general guidance
4 Provide a brief history of the Offeror, including year it was established and corporate office location.
3
Since 1959, School Specialty® has been a leading provider of educational products and services for the infant
through 12th grade market in the U.S and Canada. The company designs, manufactures, and distributes solutions
including furniture & equipment, educational technology as well as a broad selection of everything else a school
needs for their buildings and grounds. These include trusted national brands, as well as well-recognized
proprietary Brands such as Classroom Select® furniture, Childcraft® early learning materials and furniture,
Snoezelen® sensory furniture and equipment, and FOSS Science Curriculum. We also provide expert guidance,
design services and professional development within the categories we support. At our core, we are a purpose-
driven organization. Everything we offer, from crayons to curriculum to complete learning environments, is
designed to support educators, raise student outcomes and ultimately, transform more than classrooms. Our
corporate headquarte
4 Describe Offeror’s reputation in the marketplace.
4
Please see our attachment 44. Describe Offeror’s reputation in the marketplace
4 Describe Offeror’s reputation of products and services in the marketplace.
5
Please see our attachment 45. Describe Offeror’s reputation of products and services in the marketplace
4 Describe the experience and qualifications of key employees.
6
Please see our attachment 46. Describe the experience and qualifications of key employees
4 Authorized Distributors/Dealers Listing
7 Provide a current Authorized Distributors/Dealers Listing. Provide the names and addresses of each authorized
distributor/dealer by geographical area. Do not include certification documents with response. Participating
agencies may obtain certification documents upon request.
1. Propose the frequency of authorized distributor/dealer updates.
2. How are participating public agencies able to confirm who are the Authorized Distributors/Dealers for the
contract offering?
School Specialty is the manufacturer of our own proprietary furniture lines, Classroom Select and Childcraft, and
we do not have authorized distributors or dealers for these lines.
4 Describe Offeror’s experience working with the government sector.
8
School Specialty provides product and services to local, federal, and state agencies through-out the country. We
also provide products to the Department of Justice. We currently have a 5-year curriculum contract where we are
providing supplies and equipment. We are servicing multiple ship to points throughout the country for this
government contract. We have a System for Award Management (SAM) account that has open sales opportunities
nationwide for School Specialty.
4 Describe past litigation, bankruptcy, reorganization, state investigations of entity or current officers
9 and directors.
Please see attached litigation and bankruptcy emerge and reorganization documents.
Page 14 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
5 References
0 Provide a minimum of 3 customer references relating to the products and services within this RFP. Include entity
name, contact name and title, contact phone and email, city, state, years serviced, description of services and
annual volume.
New York City Department of Education Contact: Andrea Black, Director of Division of Contracts and Purchasing
Phone # 718-935-4605 Email: ARblack@schools.nyc.gov Brooklyn, NY Years Serviced – 31 Provide products,
project management, design, and installation services. Annual Volume: $58,524,989 • Jefferson County Public
Schools Contact: Wyatte Wynn, Director of Purchasing Phone # 502-485-3543 Email:
Wyatte.wynn@jefferson.kyschools.us Louisville, KY Years Serviced – 31 Provide products, project management,
and installation services. Annual Volume: $4,272,014 • Board of Education of the City of Chicago Contact: Bryan
Forero, Director of Category Management Phone # 773-553-2906 Email: Bforero@cps.edu Chicago, IL Years
Serviced - 31 Provide products, project management, and installation services. Annual Volume: $8,477,623 •
Isaac Elementary School District 5 Contact: Dr. Liliana Mesa-Lema, Assistant Superintendent Phone # 602-455-
6795, Ext. 10795 Email: Lmesa-lema@isaacschools.org Phoenix, AZ Years Serviced - 20 Provide products, project
management, design, and installation services. Annual Volume: $1,680,853 • Newark Board of Education
Contact: Sherelle Spriggs, Senior Strategic Sourcing Analyst Ph # 973-733-6549 Email: sspriggs@nps.k12.nj.us
Newark, NJ Years Serviced - 31 Provide products, project management, and installation services. Annual Volume:
$5,462,884 • Houston Independent School District Contact: Wanda Pleasant, Sourcing Specialist Ph # 713-556-
6547 Email: wpleasan@houstonisd.org Houston, TX Years Serviced - 31 Provide products, project management,
design, and installation services. Annual Volume: $6,230,470 • School District of Philadelphia Contact: Throne
Cropper, Purchasing Buyer Ph # 215-400-5022 Email: tcropper@philasd.org Philadelphia, PA Years Serviced - 31
Provide products, project management, design, and installation services. Annual Volume: $7,951,381 • Washoe
County School District Contact: Andrea Sullivan, Director of Procurement and Contracts Ph # 775-850-8056 Email:
asullivan@washoeschools.net Reno, NV Years Serviced - 25 Provide products, project management, design, and
installation services. Annual Volume: $4,169,749 • Los Angeles Unified School District Contact: Ana Lincon, Chief
Inventory Analyst Phone # 562-654-9402 Email: ana.licon@lausd.net Los Angeles, CA Years Serviced - 31
Provide products, project management, and installation services. Annual Volume: $5,649,647 • St Louis Public
Schools Contact: Stephanie Piatt, Purchasing Director Phone # 314-345-2231 Email: stephanie.piatt@slps.org St.
Louis, MO Years Serviced - 31 Provided products, project management, design, and installation services. Annual
Volume: $1,453,363
5 Value Add
1 Provide any additional information related to products and services Offeror proposes to enhance and add value to
the Contract.
Please see our attachment 51. Value Add
5 Value Add
2 Furniture and related products not noted in categories can be included as a Value Add, include any fees such as
installation, delivery options, setup/cleaning, design/layout, custom, special orders, etc.
5 Competitive Range
3 It may be necessary to establish a competitive range. Factors from the predetermined criteria will be used to make
this determination. Responses not in the competitive range will not receive further award consideration. Region 4
ESC may determine establishing a competitive range is not necessary.
5 Past Performance
4 An Offeror's past performance and actions are relevant in determining whether or not the Offeror is likely to provide
quality goods and services; the administrative aspects of performance; the Offeror's history of reasonable and
cooperative behavior and commitment to customer satisfaction; and generally, the Offeror's businesslike concern
for the interests of the customer may be taken into consideration when evaluating proposals, although not
specifically mentioned in the RFP.
5 Additional Investigations
5 Region 4 ESC reserves the right to make such additional investigations as it deems necessary to establish the
capability of any Offeror.
Page 15 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
5 Supplier Response
6 Supplier must supply the following information for the Principal Procurement Agency to determine Supplier's
qualifications to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners.
5 Brief history and description of Supplier to include experience providing similar products and
7 services.
School Specialty is the nation’s leading resource for educational products and related services. Through our
family of companies, we have access to over 150,000 products from more than 1,500 manufacturers. We are the
largest school supply and school furniture distributor in the country. We employ approximately 1,000 associates
nationwide. Our company headquarters is in Greenville, Wisconsin, and our Learning Environments furniture
division resides in Mansfield, Ohio. School Specialty was originally found in 1959 as Valley School Supply in
Appleton, Wisconsin. The name was changed to School Specialty in 2020. Our corporate financial strength and
stability allows us to hire the most qualified, experience employees who receive continuous ongoing training and
support through-out their employment with our company. In 1993, School Specialty saw the need for developing a
process to meet the requirements of school systems facing construction projects and renovations as their internal
administrative staff was being reduced. The original process grew into an entire department of employees, known
as Projects by Design, due to the complexity and detail involved in executing successful new school construction
projects. We have had the past 20 years to construct the infrastructure, refine the required services and develop
all the tools needed, including our own patented software program. Please visit our website
(www.projectsbydesign.com) for a visual tour of this exciting division of School Specialty. Renovations and large
school projects require special expertise and a more focused approach ... so, in addition to your local Texas Sales
team and on-site Project Manager, we offer additional support of a dedicated, Projects Team including Designers
and an internal Project Management team that all collaborate to form “OUR TURNKEY PROJECT SOLUTION”.
Projects by Design is a comprehensive turnkey solution to help customers select the right furniture, equipment,
and educational products for their 21st century facilities - at no extra cost. We can assist districts with creating
environments that support 21st century teaching methods and improve student learning. We provide project
management, installation services, through our design team we can provide reconfiguration/renderings/space
planning, we have a team of Field Project Managers who are on-side during delivery/installation phases, and we
can provider storage of products if necessary. • Since 1993, Projects by Design has worked with districts
nationally and internationally to complete more than 6,000 turnkey school building projects. Our Projects by
Design Group will: o • Partner with numerous vendors to find a customized fit for customers projects o Incorporate
all specialty divisions of School Specialty, including o Early Childhood, Science, Art, and Industrial Arts – meaning
a o One Stop Shop for your entire project o Promote furniture that allows for flexibility in all spaces o Promote
sustainable products (e.g., GREENGUARD Certification) that allow your clients to file for LEED (Leadership in
Energy and o Environment Design) points through the USGBC (U.S. Green Building Council) o Assist in design
with color boards and color cut sheet binders o Have a dedicated support team - both in sales and project
management- to provide support for all facets of our customers’ requirements and needs
5 Total number and location of salespersons employed by Supplier.
8
School Specialty has 158 field salespersons nationally, and 56 inside sales representatives who have their
individual territories. Please see attached with names and territories of each of our sales representatives. To help
support our sales force teams, we have 25 Quote Specialists who support the team by processing and completing
customers’ quote requests. The Quote Specialists also assist our sales team by responding to other types of
requests received from customers including requests for product information, answer contract, and pricing
questions.
5 Number and location of support centers (if applicable) and location of corporate office.
9
School Specialty LLC - Corporate Office W6316 Design Drive Greenville, WI 54942 • Customer Care Support
Center W6316 Design Drive Greenville, WI 54942 • Customer Care Support Center and Furniture Learning
Environments Department 100 Paragon Parkway Mansfield, OH 44903 • Inside Sales Support Center 701 E 22nd
Street Lombard, IL 60148 • School Specialty Dallas Innovation Center (Furniture Showroom) 1745 E. Levee St.,
Suite 150 Dallas, TX 75207 *Discussions are under way of creating additional showrooms in various locations
through-out the country.
6 Annual sales for the three previous fiscal years.
0
$629,881,303
Page 16 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
6 Annual sales for the three previous fiscal years.
1
$760,442,252
6 Annual sales for the three previous fiscal years.
2
$722,042,834
6 Describe any green or environmental initiatives or policies.
3
School Specialty believes that the protecting and preserving of the environment is not only a sound business
practice, it is simply the right thing to do. Reflecting the company’s role in helping educators engage and inspire
their students, School Specialty believes it has a responsibility to lead by example in its environmental policies and
practices. The School Specialty Environmental Position articulates the company’s philosophical and practical
beliefs, and its role in environmental stewardship. Fundamental to this position are the company’s stated goals: o
Minimize the creation of waste o Conserve natural resources o Increase the use of post-consumer recycled
content o Work with other manufacturers to adopt strong environmental practices o Source from Companies who
practice sustainable forest management o Comply with both the letter and intent of laws and regulations o The
School Specialty Environmental Standards were developed to give strength and detail for compliance for all
School Specialty associates. Specific School Specialty environmental guidelines have been developed for: ?
Paper used for printing ? Paper used in offices ? Recycling ? Corrugate, Dunnage & Pallets ? Energy
Conservation ? Operational Standards School Specialty has a firm belief that we are borrowing the environment
from our children. Therefore, the company includes continuous improvement in its environmental practices within
its mission to provide innovative products and services.
6 Diversity Programs
4 Describe any diversity programs or partners supplier does business with and how Participating Agencies may use
diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity
program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications.
School Specialty acknowledges and fully embraces diversity participation programs. We are committed to working
with and continually adding certified diversity vendor partners to our supply chain for product and services. We’re
actively pursuing new supply and services partners that hold these certifications. Our many years of contracting
with diversity partners has given us the experience and ability to build an engagement process that exceeds
minimum requirements and compliance. We attend and participate in most national and regional conferences of
WBENC and NMSDC organizations annually. School Specialty’s process begins with the utilization of databases of
both the NMSDC and WBENC to source certified businesses in many business verticals. We then began the due
diligence process of business validation and capabilities measurements. Once this step is completed, we then
match our requirements and business standards with our prospective partners. We utilize the client’s Master
Service Agreement to add third party provided services with a defined Scope of work with the named third party.
The pricing to our client is not affected as our internal profitability is a shared model with the third party. Our
pricing doesn’t change by utilizing any of our minority owned subcontract partners. Please see attached list of our
installation subcontract partners’ certificates of certifications.
6 Minority Women Business Enterprise
5
Yes
No
6 If yes, list certifying agency:
6
No response
6 Small Business Enterprise (SBE) or Disadvantaged Business Enterprise
7
Yes
No
Page 17 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
6 If yes, list certifying agency:
8
No response
6 Historically Underutilized Business (HUB)
9
Yes
No
7 If yes, list certifying agency:
0
No response
7 Historically Underutilized Business Zone Enterprise (HUBZone)
1
Yes
No
7 If yes, list certifying agency:
2
No response
7 Other recognized diversity certificate holder
3
Yes
No
7 If yes, list certifying agency:
4
No response
7 Contractor Relationships
5 List any relationships with subcontractors or affiliates intended to be used when providing services and identify if
subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying
agency.
School Specialty has access to 1,007 installation subcontractors nationally. We utilize our installation partners on
small, transactional orders requiring installation services to large, new construction projects where we’re providing
products and services for entire school buildings. Please see the attached listing of installation subcontractors that
also indicates if the companies hold minority-owned certifications. There are several companies on the list that are
in the process of gaining certifications.
7 Describe how supplier differentiates itself from its competitors.
6
Please see our attachment 76. Describe how supplier differentiates itself
7 Litigation, Bankruptcy or reorganization
7 Describe any present or past litigation, bankruptcy or reorganization involving supplier.
Please see attached litigation and bankruptcy emerge and reorganization documents.
Page 18 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
7 Felony Conviction Notice
8 Indicate if the supplier:
is a publicly held corporation and this reporting requirement is not applicable;
is not owned or operated by anyone who has been convicted of a felony; or
is owned or operated by and individual(s) who has been convicted of a felony and provide the names and
convictions.
Yes
No
7 Debarment or suspension actions
9 Describe any debarment or suspension actions taken against supplier.
School Specialty does not have any debarment or suspension actions taken against us.
8 Distribution, Logistics
0 Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance
of line. Describe the full line of products and services offered by supplier.
School Specialty can provide products and related services for each of the categories listed in Region 4/OMNIA
RFP number 24-01. We have manufacturing partners and our own proprietary brands that enables our company
to provide furniture for all areas of our customers buildings including the following and more: Systems Furniture;
Freestanding Furniture; Seating/Chairs; Soft Seating; Filing Systems, Storage & Equipment; Technology & Esports
Support Furniture; Library Furniture; Health & Science Furniture; Cafeteria Furniture; Learning Spaces Furniture;
Audio/Visual Furniture; Art Instructional Furniture; Educational Office Furniture; Career/Technical Education
Furniture; Music/Auditorium/Theater/Performing Arts; Wall and Ceiling Solutions; Privacy Pods; Phone, Sound
Isolation Rooms and Furniture Booths; Safety and Security Furniture; Interior Solutions; Related and Ancillary
Products, Accessories, and Solutions; We also can provide furniture for categories not listed within the RFP, I.E.,
outdoor bleachers, lockers, playground equipment, outdoor furniture, eSports, film & production, fitness, justice,
and much more. Our services include the following: Design, Project Management, Installation, Customer Care,
Marketing, Web services, and Product Quick-Programs.
8 Distribution
1 Describe how supplier proposes to distribute the products/service nationwide. Include any states where products
and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas.
Our National Contracts team will work with our sales teams and internal support team member to promote and
distribute the products and related services on a national basis through-out the life cycle of the Master Agreement.
Customers will have access to our sales team, website, physical catalogs, and other marketing material to review
our products and related services. School Specialty can provide products and services in all fifty states, U.S.
Territories, and Outlying areas. School Specialty has a national sales force with furniture experts, internal sales
representatives, corporate marketing, customer care, project management, internal furniture & equipment quote
specialists, and a nation-wide base of third-party installation subcontractor and freight carriers’ partners who all will
play integral part in ensuring we provide exceptional product and services to your member agencies. Our sales
teams along with our furniture quote specialists will work directly with the school districts on their furniture needs.
Once award purchase orders or contracts, the orders will be processed by our internal sales support teams to
ensure they are processed timely and accurately. Purchase orders will be sent to the manufacturers. Once
manufactured, the products will ship via one of our 22 national freight carrier partners or by one of the
manufacturers freight carriers. Our carriers can deliver to all fifty states, U.S. Territories, and Outlying areas. If
orders require installation services, we have a nation-wide network of installers (1,007) who will provide this
service in all fifty states, U.S. Territories, and Outlying areas.
Page 19 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
8 Distribution
2 Describe how Participating Agencies are ensured they will receive the Master Agreement pricing; include all
distribution channels such as direct ordering, retail or in-store locations, through distributors, etc. Describe how
Participating Agencies verify and audit pricing to ensure its compliance with the Master Agreement.
We load contract pricing on each customers’ individual account within our computer system. By loading the
contracted pricing on customers’ accounts, our system generates the correct pricing. We also provide customers
with the manufacturers’ MSRP price lists along with a “Discount Summary Sheet” that lists their discounts by
manufacturer per pricing tier. This sheet also explains freight are included in their discounts and the installation
price range. By reviewing the sheet, customers can verify and confirm they’re receiving the correct contract
pricing. For customers who have web accounts, we can place the discounts and MSRP price lists on their landing
page as well to verify their pricing. Our Sales Team, Contract Team, and Quotes team will receive extensive
contract training to fully understand the terms, conditions, and pricing that’s contained in the Master Agreement.
These teams can also provide pricing verification whenever asked by customers. The teams have access to the
customers’ accounts within our computer system and can quickly verify the information. School Specialty does not
have retail stores or distributors. Participating agencies can request from School Specialty to provide them with a
history of their purchases against the pricing in the Master Agreement, and we can provide them with sales usage
reports displaying the pricing for multiple purchases.
8 Logistics
3 Identify all other companies that will be involved in processing, handling or shipping the products/services to the
end user.
Please see the attachment, Discount Summary Sheet, all manufacturer’s submitted on this list will be involved with
the manufacturing and processing products. Orders will ship via our third-party freight carrier partners or via the
individual manufacturers utilizing their shipping programs. We have 22 national freightcarriers and 1 parcel partner
nationally who transports our products from the manufacturers to our customers. (See attached for listing of
carriers) • We have 1,007 installation subcontractors that we can utilize for orders/projects requiring installation
services. (See attached for listing of installation companies and freight carriers).
8 Logistics
4 Provide the number, size and location of Supplier's distribution facilities, warehouses and retail networks as
applicable.
School Specialty LLC Corporate Office W6316 Design Drive Greenville, WI 54942 275,000 sq. feet • Distribution
Facility 80 Northwest Boulevard Nashua, NH 03063 300,000 sq. feet • Distribution Facility 100 Paragon Parkway
Mansfield, OH 44903 275,000 sq. feet • Manufacturing Facility Classroom Select Brand 1110 Industrial Blvd.
Cameron, TX 76520 700,000 sq. feet • School Specialty LLC Manufacturing Facility Childcraft/Bird-In-Hand
Woodworks Inc. Brand 3031 Industry Drive Lancaster, PA 17603 86,000 sq. feet
8 Marketing and Sales
5 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to
immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to
supplier’s teams nationwide, to include, but not limited to:
Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy
within first 10 days.
Training and education of Supplier's national sales force with participation from the Supplier's executive
leadership, along with the OMNIA Partners team within first 90 days.
Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to
immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to
supplier’s teams nationwide, to include, but not limited to: • Executive leadership endorsement and sponsorship of
the award as the public sector go-to-market strategy within first 10 days. • Training and education of Supplier's
national sales force with participation from the Supplier's executive leadership, along with the OMNIA Partners
team within first 90 days. • Please see the detailed 90-Day Sales and Marketing Plan attached.
Page 20 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
8 90-day Plan
6 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to
market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of
Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited
to:
Creation and distribution of a co-branded press release to trade publications
Announcement, Master Agreement details and contact information published on the Supplier’s website within
first 90 days.
Design, publication and distribution of co-branded marketing materials within first 90 days
Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI
Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and
supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement
Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA
Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier
commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual
Forum, as directed by OMNIA Partners.
Design and publication of national and regional advertising in trade publications throughout the term of the
Master Agreement
Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral
pieces, presentations, promotions, etc.)
Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with:
•OMNIA Partners standard logo;
•Copy of original Request for Proposal;
•Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier;
•Summary of Products and pricing;
•Marketing Materials
•Electronic link to OMNIA Partners’ website including the online registration page;
•A dedicated toll-free number and email address for OMNIA Partners
Please see attachment 86. 90-day Plan
8 Transition
7 Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement
available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national)
Supplier holds and describe how the Master Agreement will be positioned among the other cooperative
agreements.
School Specialty currently holds several OMNIA Partners contracts. Therefore, all of our current SSL customers
utilizing any of these current agreements will automatically be eligible for the use of the Furniture Master
Agreement. If we are awarded a Master Agreement for furniture, SSL sales personnel will lead with the OMNIA
Partners Furniture Agreement when an existing OMNIA Partners customer has an upcoming furniture project. SSL
participates in many regional, local, and state agreements along with other national contracts.
8 Logo
8 Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for
reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners
logo will require permission for reproduction, as well.
Yes
No
Page 21 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
8 Sales
9 Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide
and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners
logo. At a minimum, the Supplier’s sales initiatives should communicate:
Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
Best government pricing
No cost to participate
Non-exclusive
Yes
No
9 Training
0 Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should
include:
Key features of Master Agreement
Working knowledge of the solicitation process
Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners
Knowledge of benefits of the use of cooperative contracts
Yes
No
9 Responsibility
1 Provide the name, title, email and phone number for the person(s), who will be responsible for:
Executive Support
Marketing
Sales
Sales Support
Financial Reporting
Accounts Payable
Contracts
Executive Support – Ryan Bohr, Executive Vice President & COO Email: ryan.bohr@schoolspecialty.com, Ph #
312-925-6977 • Marketing – Lesley Zimmer, Marketing Manager Email: lesley.zimmer@schoolspecialty.com, Ph #
360-305-6676 • Sales – Greg Harbaugh, VP Business Development Email: greg.harbaugh@schoolspecialty.com,
Ph # 856-217-8307 • Sales Support – Greg Harbaugh, VP Business Development Email:
greg.harbaugh@schoolspecialty.com, Ph # 856-217-8307 • Financial Reporting – Sherri Kremers, Business Data
Analyst Email: sherri.kremers@schoolspecialty.com, Ph # 920-243-5275 • Accounts Payable – Hollie Wagner,
Corporate Controller Email: hollie.wagner@schoolspecialty.com, Ph # 920-882-5823 • Contracts – Helen Schleis,
Director Contracts & Cooperatives Email: Helen.Schleis@schoolspecialty.com, Ph # 678-823-5125
Page 22 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
9 Sales Force
2 Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-
level executive in charge of the sales team.
School Specialty has a sales force of 214 sales representatives. Of the 214, 158 are Feld Sales Representatives
spread out across the country along with a team of 56 Inside Sales Representatives who also have their own
individual coverage territories. With this coverage model, we have a national sales presence in all 50 states. Our
entire sales force has the responsibility of promoting and selling supplies, furniture, and related services; however,
we have two sales positions who are experts in the furniture sales market, Senior Learning Environment
Specialists and Learning Environment Specialists. They work collaboratively with other sales team members to
represent a comprehensive array of products and services utilized to create a21st Century Learning Environment
for our customers. They have a deep knowledge of the breadth and depth of School Specialty’s offering from
furniture, equipment, educational technology, and proprietary furniture brands. They assess customers’ needs and
provide the proper solutions that drive sales growth while strengthening customer relationships. They work daily,
transactional opportunities along with new construction, large renovation projects. These positions report up to a
Regional Sales Manager. Our field Strategic Account Representatives, Strategic Account Associates, and
Category Managers are responsible for promoting and selling supplies, furniture, and related services (they report
up to the Strategic Account Leaders). This group of field sales representatives work on daily, transactional
opportunities in collaboration with our Senior & Learning Environment on new construction, large renovation
projects. They Category Managers are experts in several fields including furniture. They have an outstanding
knowledge base of our manufacturers and furniture lines. They can assist with deciding the appropriate furniture
needs of our customers when asked to participate in building out projects. The Inside Sales Representatives and
Supervisors have their own individual territories they cover. Their accounts are typically smaller in size and volume
and may reside in or outside of remote areas. They’re responsible for promoting and selling supplies, furniture,
and related services who report to our Director of Inside Sales. Our Directors of Learning Environment Sales
and Regional Business Development Managers assists sales representatives build their K-12 industry knowledge,
and they help with developing sales strategies along with creating general and projects specific innovative
solutions. This group reports up to our Vice-President of Sales. The Directors of Contracts and Cooperatives are
responsible for helping the sales team member to understand contract utilization and strategy to help grow
contract revenue in their territories. These Directors report to our Vice-President National Contracts and Strategic
Accounts. Highest Level Executive in Charge of Sales Team Ryan Bohr, President & Chief Executive Officer
Ryan.Bohr@SchoolSpecialty.com (312) 925-6977 Please see the attached National Sales Force Organization
Chart.
9 Implementation
3 Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the
national program.
The School Specialty Contracts Team has developed an on-going training program for our entire sales force. This
training program includes how to properly utilize the contract in daily interactions with their customer base. In
addition, the Contracts Team has been working with OMNIA Partners sales personnel to create open avenues of
communication and partnership over the last five years and will utilize that existing partnership to implement and
grow a new Furniture Award. This will include: • Continued use and refinement of our School Specialty/OMNIA
Partners lead process. • Identification of mutually beneficial account targets and engaging SSL and OMNIA field
personnel to implement the strategy. To help grow sales for the contract, we will proactively look at methods and
create strategies to include the contract on daily, transactional sales as well as on our large, new construction/
large renovation projects nationally. With our sales presence in all 50 states, U.S. Territories, Outlying areas,
School Specialty can continue to increase contract sales.
Page 23 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
9 Program Management
4 Explain in detail how Supplier will manage the overall national program throughout the term of the Master
Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency
account set-up, timely contract administration, etc.
• The School Specialty Contracts Team will be responsible for managing the national program through-out the term
of a Master Agreement. • Ongoing Coordination of Marketing & Sales Efforts – The Contracts Team will coordinate
creation of timely marketing material with our Account Marketing Team. This will include all printed material and
creation/updating of the landing page. The team will also be responsible for working with Sales Leadership to drive
sales for the contract and ensuring their sales teams are proactively promoting the contract with OMNIA Partners
participating agencies through various marketing strategies, daily transactional, and major project opportunities. •
Public Account Set-up – we have a dedicated team of associates, Account Modification Group, who will work
directly with our sales team whenever a new Participating Public Agency account needs set-up. Turnaround time
for the set-up continues to be less than 24 hours after receipt of request. • Contract Administration – The
Contracts Team will be responsible for working with our Corporate Reports and internal teams to ensure contract
administration requirements including payments and reporting are performed timely.
9 Supplier's Customer List
5 State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier’s top 10
Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for
each.
? School Specialty’s public agency sales for 2023 was $558,538,304. • New York City Department of Education
Contact: Andrea Black, Director of Division of Contracts and Purchasing Phone # 718-935-4605 Email:
ARblack@schools.nyc.gov Brooklyn, NY Previous Fiscal Year Total Purchases: $49,069,129 • Jefferson County
Public Schools Contact: Wyatte Wynn, Director of Purchasing Phone # 502-485-3543 Email:
Wyatte.wynn@jefferson.kyschools.us Louisville, KY Previous Fiscal Year Total Purchases: $8,874,720 • Board of
Education of the City of Chicago Contact: Bryan Forero, Director of Category Management Phone # 773-553-
2906 Email: Bforero@cps.edu Chicago, IL Previous Fiscal Year Total Purchases: $8,657,767 • Isaac Elementary
School District 5 Contact: Dr. Liliana Mesa-Lema, Assistant Superintendent Phone # 602-455-6795, Ext. 10795
Email: Lmesa-lema@isaacschools.org Phoenix, AZ Previous Fiscal Year Total Purchases: $7,757,883 • Newark
Board of Education Contact: Sherelle Spriggs, Senior Strategic Sourcing Analyst Ph # 973-733-6549 Email:
sspriggs@nps.k12.nj.us Newark, NJ Previous Fiscal Year Total Purchases: $7,145,611 • Houston Independent
School District Contact: Wanda Pleasant, Sourcing Specialist Ph # 713-556-6547 Email:
wpleasan@houstonisd.org Houston, TX Previous Fiscal Year Total Purchases: $6,060,510 • School District of
Philadelphia Contact: Throne Cropper, Purchasing Buyer Ph # 215-400-5022 Email: tcropper@philasd.org
Philadelphia, PA Previous Fiscal Year Total Purchases: $3,858,653 • Washoe County School District Contact:
Andrea Sullivan, Director of Procurement and Contracts Ph # 775-850-8056 Email: asullivan@washoeschools.net
Reno, NV Previous Fiscal Year Total Purchases: $3,856,359 • Los Angeles Unified School District Contact: Ana
Lincon, Chief Inventory Analyst Phone # 562-654-9402 Email: ana.licon@lausd.net Los Angeles, CA Previous
Fiscal Year Total Purchases: $3,485,490 • St Louis Public Schools Contact: Stephanie Piatt, Purchasing Director
Phone # 314-345-2231 Email: stephanie.piatt@slps.org St. Louis, MO Previous Fiscal Year Total Purchases:
$3,068,253
9 System Capabilities and Limitations
6 Describe Supplier’s information systems capabilities and limitations regarding order management through receipt of
payment, including description of multiple platforms that may be used for any of these functions.
Please see our attachment 96. System Capabilities and Limitations
9 Projected Sales Year One
7 Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that
Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement
(“Guaranteed Contract Sales”). To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee
shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.
$40,000,000.00
Page 24 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
9 Projected Sales Year Two
8 Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that
Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement
(“Guaranteed Contract Sales”). To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee
shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.
$43,000,000.00
9 Projected Sales Year Three
9 Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that
Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement
(“Guaranteed Contract Sales”). To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee
shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.
$46,000,000.00
1 Attribute deleted as part of an Addendum
0
0
1 General Terms and Conditions
0 Respondent agrees to comply with the General Terms and Conditions provided as an attachment to this online bid
1
event. Any deviations to the General Terms and Conditions may be provided using the procedures set forth in the
attribute pertaining to deviations.
I certify compliance with this attribute.
1 Felony Conviction Notification
0 State of Texas Legislative Senate Bill No. 1 Section 44.034, Notification of Criminal History, Subsection (a), states “a
2
person or business entity that enters into an agreement with a school district must give advance notice to the
district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must
include a general description of the conduct resulting in the conviction of a felony”.
Subsection (b) states “a school district may terminate the agreement with a person or business entity if the district
determines that the person or business entity failed to give notice as required by Subsection (a), or misrepresented
the conduct resulting in the conviction. The district must compensate the person or business entity for services
performed before the termination of the contract”.
Subsection (c) states “this section does not apply to a publicly held corporation”.
Use the checkbox associated with this item to identify your status as it relates to this legal requirement.
Non-Felon - person/owner IS NOT a convicted felon
Not Applicable-firm is a publicly held corporation
Felon - person/owner IS a convicted felon
1 Name of Felon and Nature of Felony, if applicable
0 If response to previous attribute was "Felon - person/owner IS a convicted felon", vendor shall give the name of the
3
felon and details of conviction.
If you did not answer "Felon - person/owner IS a convicted felon" in the previous question, type "N/A" in the
respective field.
N/A
Page 25 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Criminal History Records Review of Certain Contract Employees
0 Texas Education Code Chapter §22.0834 requires that criminal history records be obtained regarding covered
4
employees of entities that contract with a school entity in Texas to provide services for that school entity
(“Contractors”) and entities that contract with school entity contractors (“Subcontractors”). Covered employees with
disqualifying criminal histories are prohibited from serving at a school entity. Contractors/Subcontractors contracting
with a school entity shall (1) maintain compliance with the requirements of Texas Education Code Chapter 22 to the
school entity; and (2) require that each of their subcontractors complies with the requirements of Texas Education
Code Chapter 22. Contractors performing work at a school entity in Texas must comply with these statutes.
Covered employees: Employees of a Contractor/Subcontractor who have or will have continuing duties related to
the service to be performed at a school entity and have or will have direct contact with students. The school entity
will be the final arbiter of what constitutes continuing duties and direct contact with students at their school.
I certify compliance with this attribute.
1 Historically Underutilized Business (HUB) Certification
0 Businesses that have been certified by the Texas Building and Procurement Commission (TBPC) or other qualified
5
agency as Historically Underutilized Business (HUB) entities are encouraged to indicate their HUB status when
responding to this proposal invitation. The electronic catalogs will indicate HUB certifications for vendors that
properly indicate and document their HUB certification on this form.
Select one of the available options:
OPTION A: My business has NOT been certified as HUB.
OPTION B: I certify that my business has been certified as a Historically Underutilized Business (HUB), and I
have/will upload the certification information into the "Response Attachments" Tab located in this online bidding
event.
OPTION A
OPTION B
Page 26 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Disclosure of Interested Parties
0 Texas state law requires the Disclosure of Interested Parties be filed with a public entity, including regional service
6
centers and school districts, for any contract which:
(1) requires an action or vote by the governing body; or
(2) has a value of $1 million or more; or
(3) for any services provided that would require an individual to register as a lobbyist under TX Gov’t Code Chapter
305.
NOTE: This form is not required if the vendor is a publicly-traded business entity, including a wholly-owned
subsidiary of the business entity (a company in which ownership is dispersed among the general public via shares
of stock which are traded via at least one stock exchange or over-the-counter market).
If you are required by law to submit this form, it must be completed online at the Texas Ethics Commission website.
Obtain a numbered certificate and click the link below to access the instructions and to complete this required form.
Upon completion, vendors required to submit the form must attach it to the proposal via the "Response
Attachments" Tab.
Click here to complete the form on the Texas Ethic Commission's 1295 Form webpage.
Please note: The District must verify receipt of all required 1295 forms received within 30 days on the Texas Ethics
Commission website. This verification does not indicate a contract award. Contract awards will be issued via direct
communication from the AISD Purchasing Department. A contract requiring a Disclosure of Interested Parties form is
voidable at any time if:
(1) the governmental entity or state agency submits to the business entity written notice of the business entity's
failure to provide the required disclosure; and
(2) the business entity fails to submit to the governmental entity or state agency the required disclosure on or
before the 10th business day after the date the business entity receives the written notice.
IF UNDER LAW YOU ARE EXEMPT FROM SUBMITTING THIS 1295 FORM, PROPOSERS MUST SUBMIT A
DOCUMENT THAT SHOWS PROOF OF THIS EXEMPTION.
ENTITY TYPES THAT ARE EXEMPT AND SHOULD ATTACH THIS PROOF ARE LISTED IN STATUE AS:
• a sponsored research contract of an institution of higher education;
• an interagency contract of a state agency or an institution of higher education;
• a contract related to health and human services if:
• the value of the contract cannot be determined at the time the contract is executed; and
• any qualified vendor is eligible for the contract;
• a contract with a publicly traded business entity, including a wholly owned subsidiary of the business entity;
• a contract with an electric utility, as that term is defined by Section 31.002, Utilities Code; or
• a contract with a gas utility, as that term is defined by Section 121.001, Utilities Code.
I certify compliance with this attribute.
Page 27 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Conflict of Interest Questionnaire
0 Region 4 Education Service Center (Region 4) is required to comply with Texas Local Government Code Chapter
7
176, Disclosure of Certain Relationships with Local Government Officers. House Bill 23 significantly changed
Chapter 176 as well as the required disclosures and the corresponding forms. As of September 1, 2015, any
vendor who does business with Region 4 or who seeks to do business with Region 4 must fill out the new Conflict of
Interest Questionnaire (CIQ) if a conflict of interest exists. A conflict of interest exists in the following situations:
1) If the vendor has an employment or other business relationship with a local government officer of Region 4 or a
family member of the officer, as described by section 176.003(a)(2)(A) of the Texas Local Government Code; or
2) If the vendor has given a local government officer of Region 4, or a family member of the officer, one or more
gifts with the aggregate value of $100, excluding any gift accepted by the officer or a family member of the officer if
the gift is: (a) a political contribution as defined by Title 15 of the Election Code; or (b) a gift of food accepted as a
guest; or
3) If the vendor has a family relationship with a local government officer of Region 4.
“Vendor” means a person who enters or seeks to enter into a contract with a local governmental entity. The term includes an agent of a vendor. The term
includes an officer or employee of a state agency when that individual is acting in a private capacity to enter into a contract. The term does not include a
state agency except for Texas Correctional Industries. Texas Local Government Code 176.001(7).
“Business relationship” means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a
connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal,
state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or
services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Texas Local
Government Code 176.001(3).
“Family relationship” means a relationship between a person and another person within the third degree by consanguinity or the second degree by affinity,
as those terms are defined by Subchapter B, Chapter 573, Government Code. Texas Local Government Code 176.001(2-a).
“Local government officer” means: (A) a member of the governing body of a local governmental entity; (B) a director, superintendent, administrator,
president, or other person designated as the executive officer of a local governmental entity; or (C) an agent of a local governmental entity who exercises
discretion in the planning, recommending, selecting, or contracting of a vendor. Texas Local Government Code 176.001(4).
Individuals serving as a Member of the Board of Directors, the Executive Director, Cabinet Members,
and other local government officers may be found at: https://www.esc4.net/about/about-region-4.
For additional information on Conflict of Interest Questionnaire, and the statutes that mandate it, please visit the
following links:
Texas Local Government Code, Section 176
Texas House Bill 23
A blank Conflict of Interest Questionnaire is available by clicking:
https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf.
If your firm is required to return a completed Conflict of Interest Questionnaire with your proposal submission, use
the "Response Attachments" Tab to upload the completed document.
I certify compliance with this attribute.
Page 28 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Entities that Boycott Israel
0 Pursuant to Chapter 2271 of the Texas Government Code, the Respondent hereby certifies and verifies that neither
8
the Respondent , nor any affiliate, subsidiary, or parent company of the Respondent , if any (the “Respondent
Companies”), boycotts Israel, and the Respondent agrees that the Respondent and Respondent Companies will not
boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and
include refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to
penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business
in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes.
EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) Respondent is not a sole proprietorship; (ii) with 10 or
more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity.
I certify compliance with this attribute.
1 Foreign Terrorist Organizations
0 Section 2252.152 of the Texas Government Code prohibits Region 4 ESC from awarding a contract to any person
9
who does business with Iran, Sudan, or a foreign terrorist organization as defined in Section 2252.151 of the Texas
Government Code. Respondent certifies that it not ineligible to receive the contract.
I certify compliance with this attribute.
1 Firearm Entities and Trade Associations Discrimination
1 Respondent verifies that: (1) it does not, and will not for the duration of the contract, have a practice, policy,
0
guidance, or directive that discriminates against a firearm entity or firearm trade association or (2) the verification
required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances
relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC.
APPLICABILITY: This clause applies only to a contract that: (1) is between a governmental entity and a company with at least 10 full-time employees; and
(2) has a value of at least $100,000 that is paid wholly or partly from public funds of the governmental entity.
EXCEPTIONS: This clause is not required when a state Agency: (1) contracts with a sole-source provider; or (2) does not receive any bids from a company
that is able to provide the written verification required by Section 2274.002(b) of the Texas Government Code.
I certify compliance with this attribute.
1 Energy Company Boycott Prohibited
1 Respondent represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott
1
energy companies or (2) the verification required by Section 2274.002 of the Texas Government Code does not
apply to the contract. If circumstances relevant to this provision change during the course of the contract,
Respondent shall promptly notify Region 4 ESC.
EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) a “company” within the definitions of Section
2274.001(2) of the Tex. Gov’t Code; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or
partially from public funds of the governmental entity.
I certify compliance with this attribute.
1 Critical Infrastructure Affirmation
1 Pursuant to Government Code Section 2274.0102, Respondent certifies that neither it nor its parent company, nor
2
any affiliate of Respondent or its parent company, is: (1) majority owned or controlled by citizens or governmental
entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under Government
Code Section 2274.0103, or (2) headquartered in any of those countries.
EXCEPTION: Clause only applies to solicitations and contracts in which the contractor would be granted direct or remote access to or control of critical
infrastructure, as defined by Section 2274.0101 of the Texas Government Code, in this state, other than access specifically allowed for product warranty
and support purposes.
The Governor of the State of Texas may designate countries as a threat to critical infrastructure under Section 2274.0103 of the Texas Government Code.
Agencies should promptly add any country that is designated by the Governor to this clause.”
I certify compliance with this attribute.
Page 29 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Open Records Policy
1 All proposals, information and documents submitted are subject to the Public Information Act requirements
3
governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its
response, may be exempted from disclosure, the Offeror must specify page-by-page and line-by-line the parts of
the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not
confidential and will not be withheld. Any unmarked information will be considered public information and released, if
requested under the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is the duty of the Office of
Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and
therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply
with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of
any Offeror. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this
procurement process and to take precautions to safeguard trade secrets and other proprietary information.
Check one of the following responses to the Acknowledgment and Acceptance of Region 4 ESC’s Open Records
Policy below:
OPTION A: We acknowledge Region 4 ESC’s Open Records Policy and declare that no information submitted with
this proposal, or any part of our proposal, is exempt from disclosure under the Public Information Act.
OPTION B: We declare the following information to be a trade secret or proprietary and exempt from disclosure
under the Public Information Act and these requested exemptions are uploaded into the "Response Attachments"
Tab located in this online bidding event.
(Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, Offeror must include
detailed reasons to substantiate the exemption(s). Price is not confidential and will not be withheld. All information believed to be a trade secret or
proprietary must be listed. It is further understood that failure to identify such information, in strict accordance with the instructions, will result in that
information being considered public information and released, if requested under the Public Information Act.)
OPTION A - No proprietary information
OPTION B - Proprietary information marked
1 Consent to Release Proposal Tabulation
1 Notwithstanding anything explicitly and properly declared as Confidential or Proprietary Information to the contrary,
4
by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the District may publicly release,
including posting on the public Region 4 ESC and/or OMNIA Partners website(s), a copy of the proposal tabulation
for the Contract including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), unit
price(s), hourly labor rate(s), or other specified pricing; and Vendor award notice information.
I certify compliance with this attribute.
Page 30 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Contracting Information
1 If Vendor is not a governmental body and
5
(a) this Agreement has a stated expenditure of at least $1 million in public funds for the purchase of goods or
services by REGION 4 ESC; or
(b) this Agreement results in the expenditure of at least $1 million in public funds for the purchase of goods or
services by REGION 4 ESC in a fiscal year of REGION 4 ESC, the following certification shall apply;
otherwise, this certification is not required.
As required by Tex. Gov’t Code § 552.374(b), the following statement is included in the RFP and the Agreement
(unless the Agreement is
(1) related to the purchase or underwriting of a public security;
(2) is or may be used as collateral on a loan; or
(3) proceeds from which are used to pay debt service of a public security of loan):
“The requirements of Subchapter J, Chapter 552, Government Code, may apply to this RFP and Agreement and
the contractor or vendor agrees that the contract can be terminated if the contractor or vendor knowingly or
intentionally fails to comply with a requirement of that subchapter.”
Pursuant to Subchapter J, Chapter 552, Texas Government Code, the Vendor hereby certifies and agrees to
(1) preserve all contracting information related to this Agreement as provided by the records retention
requirements applicable to REGION 4 ESC for the duration of the Agreement;
(2) promptly provide to REGION 4 ESC any contracting information related to the Agreement that is in the
custody or possession of the Vendor on request of REGION 4 ESC; and
(3) on completion of the Agreement, either
(a) provide at no cost to AISD all contracting information related to the Agreement that is in the custody
or possession of Vendor, or
(b) preserve the contracting information related to the Agreement as provided by the records retention
requirements applicable to REGION 4 ESC.
I certify compliance with this attribute.
1 Anti-Trust Certification Statement
1 Vendor affirms under penalty of perjury of the laws of the State of Texas that:
6
(1) I am duly authorized to execute this contract on my own behalf or on behalf of the company, corporation,
firm, partnership or individual (Company) listed below;
(2) In connection with this bid, neither I nor any representative of the Company have violated any provision of
the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;
(3) In connection with this bid, neither I nor any representative of the Company have violated any federal
antitrust law; and
(4) Neither I nor any representative of the Company have directly or indirectly communicated any of the
contents of this bid to a competitor of the Company or any other company, corporation, firm, partnership or
individual engaged in the same line of business as the Company.
I certify compliance with this attribute.
1 Federal Rule (A) - Contract Term Violations
1 (A) Contracts for more than the simplified acquisition threshold currently set at $250,000 (2 CFR §200.320), which
7
is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition
Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal
remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and
penalties as appropriate.
Pursuant to Federal Rule (A) above, when federal funds are expended by Region 4 ESC, Region 4 ESC reserves
all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of
breach of contract by either party.
I certify compliance with this attribute.
Page 31 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule (B) - Termination Conditions
1 (B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will
8
be effected and the basis for settlement. (All contracts in excess of $10,000)
Pursuant to Federal Rule (B) above, when federal funds are expended by REGION 4 ESC, REGION 4
ESC reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this
procurement process in the event of a breach or default of the agreement by Vendor, in the event vendor fails to:
(1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation,
contract, and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the
contract and/or the procurement solicitation; (4) to the greatest extent authorized by law, if an award no longer
effectuates the program goals or priorities of the Federal awarding agency or REGION 4 ESC. REGION 4 ESC also
reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if REGION 4
ESC believes, in its sole discretion that it is in the best interest of REGION 4 ESC to do so. The vendor will be
compensated for work performed and accepted and goods accepted by REGION 4 ESC as of the termination date
if the contract is terminated for convenience of REGION 4 ESC. Any award under this procurement process is not
exclusive and REGION 4 ESC reserves the right to purchase goods and services from other vendors when it is in
the best interest of REGION 4 ESC.
I certify compliance with this attribute.
1 Federal Rule (C) - Equal Employment Opportunity
1 (C) Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted
9
construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60-
1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR
Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246
Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal
Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.”
It is the policy of REGION 4 ESC not to discriminate on the basis of race, color, national origin, gender, limited
English proficiency or disabling conditions in its programs. Vendor agrees not to discriminate against any employee
or applicant for employment to be employed in the performance of this Contract, with respect to hire, tenure, terms,
conditions and privileges of employment, or a matter directly or indirectly related to employment, because of age
(except where based on a bona fide occupational qualification), sex (except where based on a bona fide
occupational qualification) or race, color, religion, national origin, or ancestry. Vendor further agrees that every
subcontract entered into for the performance of this Contract shall contain a provision requiring non-discrimination
in employment herein specified binding upon each subcontractor. Breach of this covenant may be regarded as a
material breach of the Contract.
Pursuant to Federal Rule (C) and the requirements stated above, when federal funds are expended by REGION 4
ESC on any federally assisted construction contract, the equal opportunity clause is incorporated by reference
herein.
I certify compliance with this attribute.
Page 32 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule (D) - Davis Bacon Act/Copeland Act
2 (D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime
0
construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance
with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146- 3148) as supplemented by Department of Labor
regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and
Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and
mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of
Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity
must place a copy of the current prevailing wage determination issued by the Department of Labor in each
solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage
determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding
agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40
U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and
Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United
States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means,
any person employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported
violations to the Federal awarding agency.
Pursuant to Federal Rule (D) above, when federal funds are expended by REGION4 ESC, during the term of an
award for all contracts and subgrants for construction or repair, the vendor will be in compliance with all applicable
Davis-Bacon Act provisions.
I certify compliance with this attribute.
1 Federal Rule (E) - Contract Work Hours and Safety Standards Act
2 (E) (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of
1
$100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40
U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C.
3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the
basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that
the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked
in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work
and provide that no laborer or mechanic must be required to work in surroundings or under working conditions
which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or
materials or articles ordinarily available on the open market, or contracts for transportation or transmission of
intelligence.
Pursuant to Federal Rule (E) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that
during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor
will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act.
I certify compliance with this attribute.
1 Federal Rule (F) - Rights to Inventions Made Under a Contract or Agreement
2 (F)If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or
2
subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the
substitution of parties, assignment or performance of experimental, developmental, or research work under that
“funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights
to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and
Cooperative Agreements,” and any implementing regulations issued by the awarding agency.
Pursuant to Federal Rule (F) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that
during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor
agrees to comply with all applicable requirements as referenced in Federal Rule (F) above.
I certify compliance with this attribute.
Page 33 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule (G) - Clean Air Act/Federal Water Pollution Control Act
2 (G) The Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-
3
1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that
requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued
pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33
U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the
Environmental Protection Agency (EPA).
When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the
vendor certifies that the vendor will be in compliance with mandatory standards and policies relating to energy
efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy
and Conservation Act (Pub. L. 94-163, 89 Stat. 871).
When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process in
excess of $100,000, the vendor certifies that the vendor is in compliance with all applicable standards, orders,
regulations, and/or requirements issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)),
Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental
Protection Agency Regulation, 40 CFR Part 15.
Pursuant to Federal Rule (G) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that
during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor
agrees to comply with all applicable requirements as referenced in Federal Rule (G) above.
I certify compliance with this attribute.
1 Federal Rule (H) - Debarment and Suspension
2 (H) (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties
4
listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB
guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3
CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties
debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or
regulatory authority other than Executive Order 12549.
Pursuant to Federal Rule (H) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that
during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor
certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from participation by any federal department or agency or by the State of Texas.
Vendor shall immediately provide written notice to REGION 4 ESC if at any time the vendor learns that this
certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
REGION 4 ESC may rely upon a certification of a vendor that the vendor is not debarred, suspended, ineligible, or
voluntarily excluded from the covered contract, unless REGION 4 ESC knows the certification is erroneous.
I certify compliance with this attribute.
Page 34 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule (I) - Byrd Anti-Lobbying Amendment
2 (I) (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required
5
certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay
any person or organization for influencing or attempting to influence an officer or employee of any agency, a
member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with
obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose
any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such
disclosures are forwarded from tier to tier up to the non-Federal award.
Pursuant to Federal Rule (I) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that
during the term and after the awarded term of an award for all contracts by REGION 4 ESC resulting from this
procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti-
Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that:
(1) No Federal appropriated funds have been paid or will be paid by or on behalf of the undersigned, to any person
for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal
contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement,
and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or
cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing
or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to
Report Lobbying”, in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all
subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative
agreements) and that all subrecipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certificate is a prerequisite for making or entering into this transaction
imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject
to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
I certify compliance with this attribute.
1 Federal Rule (J) - Procurement of Recovered Materials
2 (J) When federal funds are expended by REGION 4 ESC, REGION 4 ESC and its contractors must comply with
6
section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The
requirements of Section 6002 include: (1) procuring only items designated in guidelines of the Environmental
Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered materials
practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item
exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; (2)
procuring solid waste management services in a manner that maximizes energy and resource recovery; and (3)
establishing an affirmative procurement program for procurement of recovered materials identified in the EPA
guidelines.
Pursuant to Federal Rule (J) above, when federal funds are expended REGION 4 ESC, as required by the
Resource Conservation and Recovery Act of 1976 (42 U.S.C. § 6962(c)(3)(A)(i)), the vendor certifies, by signing
this document, that the percentage of recovered materials content for EPA-designated items to be delivered or used
in the performance of the contract will be at least the amount required by the applicable contract specifications or
other contractual requirements.
I certify compliance with this attribute.
Page 35 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule (K) - Prohibition on certain Telecom and Surveillance Service and Equipment
2 (K) Region 4 ESC, as a non-federal entity, is prohibited from obligating or expending Federal financial assistance,
7
to include loan or grant funds, to: (1) procure or obtain,
(2) extend or renew a contract to procure or obtain, or
(3) enter into a contract (or extend or renew a contract) to procure or obtain, equipment, services, or systems that
uses covered telecommunications equipment or services as a substantial or essential component of any system, or
as a critical technology as part of any system. Covered telecommunications equipment is telecommunications
equipment produced Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such
entities) and physical security surveillance of critical infrastructure and other national security purposes, and video
surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou
Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such
entities) for the purpose of public safety, security of government facilities, physical security surveillance of critical
infrastructure, and other national security purposes detailed in 2 CFR § 200.216.
The Respondent certifies that it will not purchase equipment, services, or systems that use covered
telecommunications, as defined herein, as a substantial or essential component of any system, or as critical
technology as part of any system.
I certify compliance with this attribute.
1 Federal Rule (L) - Buy American Provisions
2 (L) As appropriate and to the extent consistent with law, REGION 4 ESC has a preference for the purchase,
8
acquisition, or use of goods, products, or materials produced in the United States, including but not limited to iron,
aluminum, steel, cement, and other manufactured products, when spending federal funds. Vendor agrees that the
requirements of this section will be included in all subawards including all contracts and purchase orders for work or
products under this award, to the greatest extent practicable under a Federal award. Purchases that are made with
non-federal funds or grants are excluded from the Buy American Act.
Vendor certifies that it is in compliance with all applicable provisions of the Buy American Act. Purchases made in
accordance with the Buy American Act must still follow the applicable procurement rules calling for free and open
competition.
“Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application
of coatings, occurred in the United States. “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous
metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber;
and lumber.
I certify compliance with this attribute.
1 Federal Rule - Required Affirmative Steps for Small, Minority, And Women-Owned Firms for Contracts
2 Paid for with Federal Funds
9
When federal funds are expended by REGION 4 ESC, Vendor is required to take all affirmative steps set forth in 2
CFR 200.321 to solicit and reach out to small, minority and women owned firms for any subcontracting opportunities
on the project, including:
1) Placing qualified small and minority businesses and women's business enterprises on solicitation lists;
2) Assuring that small and minority businesses, and women's business enterprises are solicited whenever
they are potential sources;
3) Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum
participation by small and minority businesses, and women's business enterprises;
4) Establishing delivery schedules, where the requirement permits, which encourage participation by small
and minority businesses, and women's business enterprises; and
5) Using the services and assistance, as appropriate, of such organizations as the Small Business
Administration and the Minority Business Development Agency of the Department of Commerce.
I certify compliance with this attribute.
Page 36 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule - Federal Record Retention
3 When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the
0
vendor certifies that it will comply with the record retention requirements detailed in 2 CFR §200.334. The vendor
further certifies that vendor will retain all records as required by 2 CFR §200.334 for a period of five (5) years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and
all other pending matters are closed.
Vendor agrees that REGION 4 ESC, Inspector General, Department of Homeland Security, FEMA, the Comptroller
General of the United States, or any of their duly authorized representatives shall have access to any books,
documents, papers and records of Vendor, and its successors, transferees, assignees, and subcontractors that are
directly pertinent to the Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The
right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion
relating to such documents. Vendor agrees to permit any of the foregoing parties to reproduce by any means
whatsoever or to copy excerpts and transcriptions as reasonably needed. Vendor agrees to provide the FEMA
Administrator or his authorized representative access to construction or other work sites pertaining to the work
being completed under the Contract.
I certify compliance with this attribute.
1 Federal Rule - Profit Negotiation
3 For purchases using Federal funds in excess of $250,000, REGION 4 ESC may be required to negotiate profit as a
1
separate element of the price. (See 2 CFR 200.324(b)).
When required by REGION 4 ESC, Vendor agrees to provide information relating to profitability of the given
transaction and itemize the profit margin as a separate element of the price.
I certify compliance with this attribute.
1 Federal Rule - Solid Waste Disposal Act
3 A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must
2
comply with section 6002 of the Sold Waste Disposal Act, as amended by the Resource Conservation and Recovery
Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental
Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials
practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item
exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceed $10,000; procuring
sold waste management services in a manner that maximizes energy and resource recovery; and establishing an
affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. (78 FR
78608, Dec. 26, 2013, as amended at 79 FR 75885, Dec. 19, 2014.)
Pursuant to this federal rule, when federal funds are expended by REGION 4 ESC, the vendor certifies that during
the term of all contracts resulting from this procurement process, the vendor agrees to comply with all applicable
requirements as referenced in this paragraph.
I certify compliance with this attribute.
Page 37 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Federal Rule - Never Contract with the Enemy – 2 C.F.R. § 200.215
3 When federal funds are expended by REGION 4 ESC for grant and cooperative agreements, or any contract
3
resulting from this procurement process, that are expected to exceed $50,000 within the period of performance, and
are performed outside of the United States, including U.S. territories, to a person or entity that is actively opposing
United States or coalition forces involved in a contingency operation in which members of the Armed Forces are
actively engaged in hostilities, REGION 4 ESC will terminate any grant or cooperative agreement or contract
resulting from this procurement process as a violation of Never Contract with the Enemy detailed in 2 CFR Part 183.
The vendor certifies that it is neither an excluded entity under the System for Award Management (SAM) nor
Federal Awardee Performance and Integrity Information System (FAPIIS) for any grant or cooperative agreement
terminated due to Never Contract with the Enemy as a Termination for Material Failure to Comply. AISD has a
responsibility to ensure no Federal award funds are provided directly or indirectly to the enemy, to terminate
subawards in violation of Never Contract with the Enemy, and to allow the Federal Government access to records to
ensure that no Federal award funds are provided to the enemy.
I certify compliance with this attribute.
1 Applicability to Subcontractors
3 Vendor agrees that all contracts it awards pursuant to this procurement action shall be bound by the terms and
4
conditions of this procurement action.
I certify compliance with this attribute.
1 Compliance with the Energy Policy and Conservation Act
3 When REGION 4 ESC expends federal funds for any contract resulting from this procurement process, Vendor
5
certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are
contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act
(42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18).
I certify compliance with this attribute.
Page 38 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Indemnification
3 Acts or Omissions
6
Vendor shall indemnify and hold harmless Region 4, AND/OR THEIR OFFICERS, AGENTS, EMPLOYEES,
REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES FROM ANY AND ALL LIABILITY,
ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEY FEES, AND EXPENSES arising
out of, or resulting from any acts or omissions of the Vendor or its agents, employees, subcontractors, Order
Fulfillers, or suppliers of subcontractors in the execution or performance of the Contract and any Purchase Orders
issued under the Contract.
Infringements
a) Vendor shall indemnify and hold harmless Region 4 and Customers, AND/OR THEIR EMPLOYEES, AGENTS,
REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES from any and all third party claims
involving infringement of United States patents, copyrights, trade and service marks, and any other intellectual or
intangible property rights in connection with the PERFORMANCES OR ACTIONS OF VENDOR PURSUANT TO THIS
CONTRACT. VENDOR AND THE CUSTOMER AGREE TO FURNISH TIMELY WRITTEN NOTICE TO EACH OTHER
OF ANY SUCH CLAIM. VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE INCLUDING ATTORNEYS’
FEES.
b) Vendor shall have no liability under this section if the alleged infringement is caused in whole or in part by: (i) use
of the product or service for a purpose or in a manner for which the product or service was not designed, (ii) any
modification made to the product without Vendor’s written approval, (iii) any modifications made to the product by
the Vendor pursuant to Customer’s specific instructions, (iv) any intellectual property right owned by or licensed to
Customer, or (v) any use of the product or service by Customer that is not in conformity with the terms of any
applicable license agreement.
c) If Vendor becomes aware of an actual or potential claim, or Customer provides Vendor with notice of an actual or
potential claim, Vendor may (or in the case of an injunction against Customer, shall), at Vendor’s sole option and
expense; (i) procure for the Customer the right to continue to use the affected portion of the product or service, or
(ii) modify or replace the affected portion of the product or service with functionally equivalent or superior product or
service so that Customer’s use is non-infringing.
Taxes/Workers’ Compensation/Unemployment Insurance – Including Indemnity
a) VENDOR AGREES AND ACKNOWLEDGES THAT DURING THE EXISTENCE OF THIS CONTRACT, VENDOR
SHALL BE ENTIRELY RESPONSIBLE FOR THE LIABILITY AND PAYMENT OF VENDOR’S AND VENDOR’S
EMPLOYEES’ TAXES OF WHATEVER KIND, ARISING OUT OF THE PERFORMANCES IN THIS CONTRACT.
VENDOR AGREES TO COMPLY WITH ALL STATE AND FEDERAL LAWS APPLICABLE TO ANY SUCH PERSONS,
INCLUDING LAWS REGARDING WAGES, TAXES, INSURANCE, AND WORKERS’ COMPENSATION. THE
CUSTOMER AND/OR REGION 4 SHALL NOT BE LIABLE TO THE VENDOR, ITS EMPLOYEES, AGENTS, OR
OTHERS FOR THE PAYMENT OF TAXES OR THE PROVISION OF UNEMPLOYMENT INSURANCE AND/OR
WORKERS’ COMPENSATION OR ANY BENEFIT AVAILABLE TO A STATE EMPLOYEE OR EMPLOYEE OF
ANOTHER GOVERNMENTAL ENTITY CUSTOMER.
b) VENDOR AGREES TO INDEMNIFY AND HOLD HARMLESS CUSTOMERS, REGION 4 AND/OR THEIR
EMPLOYEES, AGENTS, REPRESENTATIVES, CONTRACTORS, AND/OR ASSIGNEES FROM ANY AND ALL
LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEYS’ FEES, AND
EXPENSES, RELATING TO TAX LIABILITY, UNEMPLOYMENT INSURANCE AND/OR WORKERS’ COMPENSATION IN
ITS PERFORMANCE UNDER THIS CONTRACT, VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE
INCLUDING ATTORNEYS’ FEES.
I certify compliance with this attribute.
1 Excess Obligations Prohibited
3 Proposer understands that all obligations of Region 4 ESC under the contract are subject to the availability of state
7
funds. If such funds are not appropriated or become unavailable, the contract may be terminated by Region 4 ESC.
I certify compliance with this attribute.
1 Suspension and Debarment
3 Respondent certifies that neither it nor its principals are debarred, suspended, proposed for debarment, declared
8
ineligible, or otherwise excluded from participation in the contract by any state or federal agency.
I certify compliance with this attribute.
Page 39 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
1 Change in Law and Compliance with Laws
3 Proposer shall comply with all laws, regulations, requirements and guidelines applicable to a vendor providing
9
services and products required by the contract to the Region 4 ESC, as these laws, regulations, requirements and
guidelines currently exist and as amended throughout the term of the contract. Region 4 ESC reserves the right, in
its sole discretion, to unilaterally amend the contract prior to award and throughout the term of the contract to
incorporate any modifications necessary for compliance with all applicable state and federal laws, regulations,
requirements and guidelines.
I certify compliance with this attribute.
Page 40 of 40 pages Vendor: School Specialty LLC 24-01 Addendum 6
Appendix B
TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the
terms and conditions in this solicitation and draft Contract except as noted below with
proposed substitute language (additional pages may be submited, if necessary). The
provisions of the RFP cannot be modified without the express written approval of Region 4
ESC. If a proposal is submitted with modifications to the draft Contract provisions that are
not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the
RFP shall prevail.
Check one of the following responses:
Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract.
(Note: If none are listed below, it is understood that no exceptions/deviations are taken.)
Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must
be clearly explained, reference the corresponding term to which Offeror is taking exception
and clearly state any proposed modified language, proposed additional terms to the RFP
and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for
award. Region 4 ESC shall be the sole judge on the acceptance of exceptions and
modifications and the decision shall be final.
If an offer is made with modifications to the contract provisions that are not expressly
approved in writing, the contract provisions contained in the RFP shall prevail.)
Section/Page Term, Condition, or Exception/Proposed Modification Accepted
Specification (For Region 4
ESC’s use)
Providing volume tiered discounts that includes freight
Section 4, Pg 5 Products & Pricing with separate line for installation charges
Marketing, Sales, and School Specialty LLC is proposing
1.2 Administrative Support a 2.50% administrative fee.
Contract, Appendix
A, Please allow 4 - 6 Weeks for delivery after
Pg # 4 Section 14 - Delivery receipt of purchase orders
Appendix C, Doc #1
Type text here
ACKNOWLEDGMENT AND ACCEPTANCE
OF REGION 4 ESC’s OPEN RECORDS POLICY
OPEN RECORDS POLICY
All proposals, information and documents submitted are subject to the Public Information Act
requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror
believes its response, or parts of its response, may be exempted from disclosure, the Offeror
must specify page-by-page and line-by-line the parts of the response, which it believes, are
exempt and include detailed reasons to substantiate the exemption. Price is not confidential and
will not be withheld. Any unmarked information will be considered public information and released,
if requested under the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is the duty
of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient
information to render an opinion and therefore, vague and general claims to confidentiality by the
Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4
ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror. Offeror is
advised to consult with their legal counsel concerning disclosure issues resulting from this
procurement process and to take precautions to safeguard trade secrets and other proprietary
information.
Signature below certifies complete acceptance of Region 4 ESC’s Open Records Policy,
except as noted below (additional pages may be attached, if necessary).
Check one of the following responses to the Acknowledgment and Acceptance of Region 4
ESC’s Open Records Policy below:
We acknowledge Region 4 ESC’s Open Records Policy and declare that no information
submitted with this proposal, or any part of our proposal, is exempt from disclosure under
the Public Information Act.
We declare the following information to be a trade secret or proprietary and exempt from
disclosure under the Public Information Act.
(Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it
believes, are exempt. In addition, Offeror must include detailed reasons to substantiate the
exemption(s). Price is not confident and will not be withheld. All information believed to be a trade
secret or proprietary must be listed. It is further understood that failure to identify such information,
in strict accordance with the instructions, will result in that information being considered public
information and released, if requested under the Public Information Act.)
05/31/2024 Assistant Secretary
Date Authorized Signature & Title
Appendix C, Doc #2
ANTITRUST CERTIFICATION STATEMENTS
(Tex. Government Code § 2155.005)
Attorney General Form
I affirm under penalty of perjury of the laws of the State of Texas that:
1. I am duly authorized to execute this Contract on my own behalf or on behalf of the company,
corporation, firm, partnership or individual (Company) listed below;
2. In connection with this proposal, neither I nor any representative of the Company has violated
any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter
15;
3. In connection with this proposal, neither I nor any representative of the Company has violated
any federal antitrust law; and
4. Neither I nor any representative of the Company has directly or indirectly communicated any
of the contents of this proposal to a competitor of the Company or any other company,
corporation, firm, partnership or individual engaged in the same line of business as the
Company.
Company Contact
School Specialty, LLC
Signature
Leonard Adkins
Printed Name
Assistant Secretary
Address Position with Company
W6316 Design Drive
Official
Authorizing
Greenville, WI 54942
Proposal
Signature
Leonard Adkins
Printed Name
Phone 888-388-3224 Assistant Secretary
Position with Company
Fax 888-388-6344
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
1 of 1
Complete Nos. 1 - 4 and 6 if there are interested parties. OFFICE USE ONLY
Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING
1 Name of business entity filing form, and the city, state and country of the business entity's place Certificate Number:
of business. 2024-1154642
School Specialty, LLC
Mansfield, OH United States Date Filed:
2 Name of governmental entity or state agency that is a party to the contract for which the form is 04/30/2024
being filed.
ESC Region 4 Date Acknowledged:
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
24-01
Furniture, Installation, and Related Services
Nature of interest
4
Name of Interested Party City, State, Country (place of business) (check applicable)
Controlling Intermediary
Bohr, Ryan Greenville, WI United States X
Gertzof, Mark Greenville, WI United States X
Carroll, Ryan Greenville, WI United States X
Caruso, Rich Greenville, WI United States X
Berger, Alex Greenville, WI United States X
Duncan, Houston Greenville, WI United States X
Peterson, Nick Greenville, WI United States X
5 Check only if there is NO Interested Party.
6 UNSWORN DECLARATION
Leonard Adkins
My name is _______________________________________________________________, 06/04/65
and my date of birth is _______________________.
My address is 100 Paragon Parkway
_______________________________________________, _______________________, OH
Mansfield 44903
_______, ______________, USA
_________.
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in Richland
________________________________________County, State of ________________, on the 31st
OH _____day of May
___________, 2024_____.
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V3.5.1.5b35d027
Appendix C, DOC # 4
Texas Government Code 2270 Verification Form
House Bill 89 (85R Legislative Session), which adds Chapter 2270 to the Texas Government
Code, provides that a governmental entity may not enter into a contract with a company without
verification that the contracting vendor does not and will not boycott Israel during the term of the
contract.
Furthermore, Senate Bill 252 (85R Legislative Session), which amends Chapter 2252 of the
Texas Government Code to add Subchapter F, prohibits contracting with a company engaged in
business with Iran, Sudan or a foreign terrorist organization identified on a list prepared by the
Texas Comptroller.
I, Leonard Adkins
___________________________________________________, as an authorized
representative of
School Specialty, LLC
_____________________________________________________________, a contractor
engaged by
Insert Name of Company
Region 4 Education Service Center, 7145 West Tidwell Road, Houston, TX 77092, verify by this
writing that the above-named company affirms that it (1) does not boycott Israel; and (2) will not
boycott Israel during the term of this contract, or any contract with the above-named Texas
governmental entity in the future.
Also, our company is not listed on and we do not do business with companies that are on the
Texas Comptroller of Public Accounts list of Designated Foreign Terrorists Organizations found
at https://comptroller.texas.gov/purchasing/docs/foreign-terrorist.pdf.
I further affirm that if our company's position on this issue is reversed and this affirmation is no
longer valid, that the above-named Texas governmental entity will be notified in writing within one
(1) business day and we understand that our company's failure to affirm and comply with the
requirements of Texas Government Code 2270 et seq. shall be grounds for immediate contract
termination without penalty to the above-named Texas governmental entity.
I swear and affirm that the above is true and correct.
______________________________________________ 05/31/2024
________________
Signature of Named Authorized Company Representative Date
CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ
For vendor doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
School Specialty, LLC
2
Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information is being disclosed.
N/A
Name of Officer
4 Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIQ as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
Yes No
5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
N/A
6
Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). N/A
7
06/04/2024
Signature of vendor doing business with the governmental entity Date
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
***
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
Region 4 ESC - OMNIA Partners
Solicitation No. RFP 24-01
Furniture, Installation and Related Services
Manufacturer $0–$25,000 $25,001–$100,000 $100,001–$250,000 $250,001+
Amtab 29% 30% 31% 32%
Aurora Storage 33% 32% 34% 35%
BCI 1% 1% 1% 1%
Big Toys 1% 1% 1% 1%
Bird-in-Hand / Childcraft 68% 69% 70% 71%
Bison 1% 1% 1% 1%
Carolina Covertech - School 17% 18% 19% 20%
Safety Solutions
Carpets for Kids 20% 22% 25% 27%
CEF 20% 22% 25% 27%
CEIA 1% 1% 1% 1%
Children’s Factory 18% 20% 23% 25%
Classroom Select 69% 70% 71% 71%
Copernicus —
not including Irover 28% 30% 33% 35%
Dero 1% 1% 1% 1%
Diversified Spaces 50% 52% 54% 55%
Draper 8% 11% 12% 14%
Dukane 36% 38% 40% 42%
Elkay 36% 38% 40% 42%
Field Controls 1% 1% 1% 1%
Fire King 34% 35% 37% 39%
Fleetwood 20% 22% 25% 27%
Freenotes Harmony Park 1% 1% 1% 1%
Frog Furnishings 1% 1% 1% 1%
Ghent 34% 36% 39% 40%
Greene 1% 1% 1% 1%
Halo-IPVideo-Ingram 4% 6% 7% 8%
Haskell 36% 38% 40% 42%
Interior Concepts 40% 42% 44% 45%
Ironwood 42% 43% 45% 47%
K and R Solutions Group 1% 1% 1% 1%
Kaemark 1% 1% 1% 1%
Kay Park 1% 1% 1% 1%
KFI Seating 47% 48% 50% 52%
Legend Fitness 1% 2% 3% 5%
Luxor 18% 20% 23% 25%
Media Technologies 36% 38% 40% 42%
Manufacturer $0–$25,000 $25,001–$100,000 $100,001–$250,000 $250,001+
Medify 1% 1% 1% 1%
Midland 12% 13% 14% 15%
Monaco LLC 10% 12% 16% 18%
Mooreco 37% 38% 41% 42%
MYT Coat 1% 1% 1% 1%
Paragon Furniture 35% 36% 37% 38%
Paragon Industries 2% 2% 3% 4%
Plymold 39% 40% 41% 42%
Projects by Design Value added service: No Charge
RFM Seating 29% 31% 33% 35%
Republic Storage (KC Bin) 26% 28% 31% 32%
Sandusky Lee 11% 14% 17% 19%
School Specialty F & E Catalog 14% 14% 14% 14%
Screenflex 1% 1% 2% 2%
Snozelen 69% 70% 71% 71%
Specseats 18% 20% 22% 24%
Superior Recreational 1% 1% 1% 1%
Tenjam 36% 38% 40% 42%
Tesco 26% 28% 31% 33%
Ubtech Robotics Corp. 1% 1% 1% 1%
Ultra Play 2% 2% 2% 2%
Ultra Site 4% 5% 7% 8%
United Visual 1% 1% 1% 1%
Waddell 39% 40% 41% 42%
WB Mfg. 57% 58% 59% 59%
ZkTeco 1% 1% 1% 1%
All products are priced FOB to all member agencies within the continental US (free freight). Shipments to Alaska, Hawaii and Territories and Outlying
areas are prepaid to the port of exportation. Additional freight from US port to final destination will be applied at actual charges on a separate line.
Delivered pricing includes dock/tailgate/liftgate delivery during normal business hours (8:00 am - 4:00 pm, Monday-Friday).
Installation costs, if necessary, will be quoted on a job-by-job basis with a minimum charge of $30.00 per hour, not to exceed $65.00 per
hour including orders that may have prevailing wage requirements. In circumstances where there are installation delays outside of
standard installation timelines, there can be additional billing of warehousing/storage fees at current market rate.
Discounts will remain firm for the term of a contract. In addition, School Specialty reserves the right to provide deeper dis counts than those listed
above based on the size and scope of the opportunity.
Select.SchoolSpecialty.com | 888.388.3224 All rights reserved. ©2024 School Specialty, LLC AM_ 334978 | 06/24
#5
Value Add
As part of the value-add product offering, we can provide stage
curtains through one of our manufacturing partners, Luxout Products.
Luxout Products is a manufacturer of custom stage curtains who also
perform installation services for their product line. We’re requesting
to add Luxout products under the furniture scope of “Related
Products, Support Services and Solutions. We believe including
Luxout as a “Value Added’ company will enhance and add value to
the contract through their ability to produce and install custom stage
curtains for OMNIA members.
School Specialty is an authorized dealer of Luxout product (please
see dealer letter of authorization). Nationally, we’ve have partnered
with them on custom stage curtains since 2010. Luxout includes cost
of products, shipping, and installation as part of their scope of
services for School Specialty’s stage curtain projects. For additional
information on Luxout and their offering, please visit their website at
https://www.luxout.com/. As each stage curtain project is consider
custom and unique to each opportunity, Luxout does not published a
MSRP Price List (they provide quotes for each project).
PROJECT
APPROACH
15
Design, project
management, & more
Projects by Design is our turnkey, collaborative, and
complimentary service designed to help you envision
and install dynamic, future-ready learning spaces.
We support you every step of the way from initial
discovery to design, delivery to development, through
installation and beyond.
We can be your single source for products, design,
and project management resulting in one P.O. for your
entire project.
16
Our proven process
DISCOVER
Discovery meeting, project roadmap, alignment
on budget and vision.
DESIGN
Design and product recommendations presented
in detailed color renderings. Final price proposals
— detailed room-by-room.
DELIVER
On site supervision of the entire post-award
process and management of all logistics.
DEVELOP
A variety of half- and full-day courses to help you
get the most out of your new environments.
17
DISCOVER
18
DISCOVER
Because our focus is on achieving YOUR unique objectives and
bringing YOUR instructional vision to life, the Discover phase is
all about getting to know you and understanding your needs.
An initial kick off meeting will review both high level strategy
and the all-important executional details.
• STRATEGIC VISION SESSION
• Review typical environments for each type of space needed
• Develop a picture of your vision
• Connect instruction to the environment
• Identify essential elements for each environment
• SCOPE & REQUIREMENTS REVIEW
• Review requirements of each area based on:
• instructional activity and intent
• storage requirements
• functions
• technology and architectural considerations
• If needed, conduct inventory of existing
furniture to assess condition and
determine what can be reused
19
DISCOVER
We have identified 6 Essential Design Elements® critical to
help transform a space into a dynamic, future-ready learning
environment. These serve as our guiding principles to
determine your needs and the possibilities for your spaces.
CHOICE: When students have CONNECTION: Collaboration
choices, they become more is the fuel that powers social
engaged. Provide a variety of energy. Create spaces that
seating, tables with variable encourage interaction between
heights, and a range of colors students, teachers, peers,
that inspire. and ideas.
COMFORT: Comfortable STIMULATION: Active learning
students feel confident to design doesn’t just allow
explore and discover. Fill physical movement, it helps
a space with ergonomic the mind swivel to attention,
furniture, appropriate encouraging thinking, focus
lighting, optimal air quality, and exploration.
and watch them go.
TECHNOLOGY: Tech is
VERSATILITY: One space can everywhere… and that’s where
serve many purposes. Create students need to be able to use
environments that can adjust it. Wire and equip rooms, and
across modes and activities by even furniture, to allow for
selecting furniture you can learning and charging.
remix and rearrange.
20
DESIGN
21
DESIGN
A LOCAL DESIGN PARTNER SUPPORTED
BY A NATIONAL TEAM
We know there is no substitute for in-person partnership.
Designer name, who lives right in location, will be your
dedicated designer. She will be supported by X additional
designers in region name.
18 300+
DESIGNERS years of
across the US combined experience
LEARNING
ENVIRONMENT All design services are
EXPERTISE COMPLIMENTARY
understanding the need for
different types of learners and
learning environments
22
Designs
Strict
for a variety
adherence
of learning
DESIGN to timelines &
lead times
environment
types
CAPABILITIES Custom Thought
designs leadership
Our expert team of interior
designers offer an extensive
menu of capabilities to Consultative,
meet your needs. Space planning
collaborative
& design
approach
Student- Product &
centered, design Designs
activity-based application within budget
solutions knowledge
CET drawings, School district Inventory
renderings & needs assessment
fly thru video assessment for reuse
Designs to
Project Attention to
accommodate client’s goals
presentations
different types & call outs & vision
of learners
Solutions that
Color & align with
Product
material instructional intent/
specification
selections pedagogy
Architect
collaboration to School district
Code
RFP/RFQ ensure design furniture
compliance
integrity standards
alignment
Product Installation Coordination
recommendations documentation with trades
24
DESIGN PROCESS
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
• Review learnings • Finalize Design • Confirm layouts • Provide post-
from Discover against site installation
phase • Check conditions materials
specifications
• Recommend • Prepare
initial design • Prepare for installation packet
concepts installation
• Verify
- Critical
dimensions
- Multiple
stakeholder
agreement
DELIVERABLES DELIVERABLES DELIVERABLES DELIVERABLES
• Layout with CET • 3D renders • Detailed product • As built drawing if
computerized smart specification list needed
furniture symbols • Detailed product
information, • Installation drawings • Project folder
• Space plan with including furniture & including
furniture selections finish call outs • Room by room list
for product staging • Submittals
• Initial finish • Furniture plans
recommendations • Color coded plans to
• Product/finish show item location
• Colors and materials selections
design board
• Initial budget and
timeline
Exact steps and deliverables dependent on scope
26
DESIGN
SCHEMATIC DESIGN
WHAT WE DO:
In this step, the information and insight we gathered during the
Discover Phase is used to develop initial designs.
This is a collaborative process where we work together to refine
the project goals and narrow in on the best solutions for you.
DELIVERABLES:
• Space plan & furniture layout
• Initial product selections
• Initial colors and materials
• Initial budget and timeline
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
27
DESIGN
DESIGN DEVELOPMENT
WHAT WE DO:
In this step, we bring the initial schematic designs to life, and
work with you to finalize all aspects of the design.
DELIVERABLES:
• 3D renders that let you see how the room(s) will look and feel
• Detailed product information, including furniture & finish call outs
• Furniture plans
• Product/finish selections
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
28
DESIGN
DESIGN DOCUMENTATION
WHAT WE DO:
Once designs are approved, we assemble a toolkit with everything
needed for you, the project managers, and installers to ensure
successful ordering, delivery, and installation.
DELIVERABLES:
• Detailed product specification list
• Installation drawings
• Dimensions, room #s, product #s, safety codes, and notes for staging
and furniture placement
• Room by room list for product staging
• Color coded plans to show item location
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
29
DESIGN
PROJECT COMPLETION
WHAT WE DO:
Our service doesn’t stop when the project ends. Post-installation,
we will give you all the materials pertaining to your project and also
store a comprehensive project folder at School Specialty so that
we can continue to meet your needs for the completed project,
and all future projects.
DELIVERABLES:
• As built drawing if needed
• Project folder including
• Computerized installation drawings
• Specifications
• Finishes and color selections
• Photographs
• Submittals
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
30
DELIVER
31
DELIVER
PROJECT MANAGEMENT PROCESS
Our expert team is here to manage every aspect of your
installation. You will have a dedicated, on-site project manager
who will oversee a trusted team to ensure your project is on time,
in budget, and completed to your satisfaction.
PRE-INSTALLATION INSTALLATION POST-INSTALLATION
• Gather documentation: Review • Weekly project meetings to • Final walk-through with
comprehensive installation track timing, tasks, and ensure Installer, Field Project Manager,
toolkit from design team scheduled deliveries are on time. and School Representative
- Specifications
• Daily communication providing • Punch list resolutions
- Installation drawings
punch list report, completion managed by your personal
- Call outs for approved layout,
status, any last-minute shipping representative
products, and finishes
delays
- Room by room • Monthly touch base through
• Walk through 4-6 weeks in • Punch list walk through when year 1. Your representative will
advance to plan all logistics and the installation is almost walk the site to determine any
evaluate site readiness, complete. Punch-list resolution warranty issues and evaluate
offloading & staging logistics. plan is put in place the furniture.
Includes: Installer, Field Project
Manager, Sales Team,
Construction Superintendent,
and School Representative
32
DELIVER
STRICT STANDARDS TO
ENSURE YOUR SATISFACTION
At School Specialty, working with schools is all we do. Over
hundreds of successful projects, we have developed standards to
ensure the school day is never interrupted and the final result meets
the needs of you, your staff, and students.
• Floor, wall, & elevator protection prior to project start
• Unloading & receiving with products inspected and
issues documented with photos
• Set in place, following room-by-room inventory list
• Assembly & inspection of all furniture and
equipment so it is ready to use
• Punch list items identified and documented
daily to Project Manager
• Punch list reviewed with school and
signed before crew’s departure
• Site cleaned at the end of each day
• Daily trash removal
• Product staged in an
approved area
33
DELIVER
ROBUST SUPPORT RESOURCES
As a large, national company, School Specialty is able to offer
robust resources and services. Along with your dedicated
project manager and local team, we support you with:
• Trusted installer network of approved, local partners
• Custom software system to manage and track projects,
providing timely and accurate information
• Network of transportation providers to ensure deliveries
are well cared for and arrive on-time
• Dedicated customer support teams to assist you at any
time
• Dedicated accounting department for accounts payable
and receivable support
• EDI capabilities to streamline invoicing
34
DEVELOP
36
DEVELOP
It’s hard to stay current on ever evolving techniques and teaching
styles. We support you with a variety of professional development
courses taught by former educators, administrators, and
researchers offering practical tips and inspiration to help you get
the most out of your learning environments.
This phase is ready when you are – before or after installation, to
inspire or train.
Our offerings continually evolve and expand as we stay on top of
the latest learnings. Current half- and full-day courses include:
• Designing Innovative Learning Spaces
• Culture and Climate in the Student-Centered Classroom
• Incorporating Authentic Student Voice and Choice in
the Classroom
• Building a Culture of Collaboration
• Instructional Strategies for Innovative Learning
37
#15
Verification of Contract Pricing
We load contract pricing on each customers’ individual account
within our computer system. By loading the contracted pricing on
customers’ accounts, our system generates the correct pricing. We
also provide customers with the manufacturers’ MSRP price lists
along with a “Discount Summary Sheet” that lists their discounts by
manufacturer per pricing tier. This sheet also explains freight are
included in their discounts and the installation price range. By
reviewing the sheet, customers can verify and confirm they’re
receiving the correct contract pricing. For customers who have web
accounts, we can place the discounts and MSRP price lists on their
landing page as well to verify their pricing.
Our Sales Team, Contract Team, and Quotes team will receive
extensive contract training to fully understand the terms, conditions,
and pricing that’s contained in the Master Agreement. These teams
can also provide pricing verification whenever asked by customers.
The teams have access to the customers’ accounts within our
computer system and can quickly verify the information.
1/33
Printed By:Greg Clemens
Date Printed:03-22-2024
LIVE REPORT
SCHOOL SPECIALTY, LLC
Tradestyle(s): -
ACTIVE HEADQUARTERS
D-U-N-S Number: 11-768-5814 Address: W6316 Design Dr, Greenville, WI, 54942, United
+1 920 734 5712 States Of America
Phone:
Endorsement: greg.clemens@schoolspecialty.com
Summary Currency: USD
KEY DATA ELEMENTS (Formerly: SCORE BAR)
KDE Name Current Status Details
PAYDEX® 75 8 Days Beyond Terms
Delinquency Score 82 Low to Moderate Risk of
severe payment delinquency.
Failure Score 23 Moderate to High Risk of
severe financial stress.
D&B Viability Rating 4 5 B H View More Details
Bankruptcy Found N
D&B Rating 1R4 10 employees and over, Higher
than Average Risk
COMPANY PROFILE
D-U-N-S Mailing Address Employees
11-768-5814 UNITED STATES 1,140
Legal Form Telephone Age (Year Started)
Corporation (US) +1 920 734 5712 4 Years (2020)
History Record Present Control Succeeded Named Principal
Clear 2020 Ryan M Bohr , CEO-PRES
Date Incorporated Line of Business
07-13-2020 Ret mail-order house
State of Incorporation SIC
DELAWARE 5961
Ownership NAICS
Not publicly traded 459999
Street Address:
W6316 Design Dr,
Greenville, WI, 54942,
United States Of America
OVERALL BUSINESS RISK
Dun & Bradstreet thinks...
#10
Describe ordering methods,
tracking, and reporting.
• Dropship Orders (No Installation Services Required).
• OMNIA Members can place orders via several methods:
• Online by logging into their accounts at Select.SchoolSpecialty.com
• Telephone by calling our Order Entry Team at toll free (888) 388-3224.
• Email (Contiguous 48 states) by sending to orders@schoolspecialty.com.
Alaska & Hawaii utilize internationalorders@schoolspecialty.com.
• Mail by sending purchase orders to PO Box 1579, Appleton, WI 54912-1579
•
Member agencies can track their orders, access their invoices, view proof-of-delivery copies,
and more by logging into their account at Select.SchoolSpecialty.com.
School Specialty has an in-house staff of Business Data Analysts who are responsible for
creating and maintaining reports. We have a reporting system that enables the team to
provide formal or ad hoc reports to customers. Our reporting system can provide a wide
range of information from products, invoicing, shipping information, and so much more.
• Installation Orders (Orders Requiring Installation Services)
• Email directly to our Project Management Team at
F&E_Orders_Quotes_Questions@SchoolSpecialty.com
• Email (Contiguous 48 states) by sending to orders@schoolspecialty.com. Alaska &
Hawaii utilize internationalorders@schoolspecialty.com.
• Mail by sending purchase orders to PO Box 1579, Appleton, WI 54912-1579
Our Project Management Team is responsible for proactively providing customers with timely
shipping, delivery, and installation information. Our Project Team provides the Members with
reports related to product ship dates, when the shipments are in transit, delivery dates to
their sites, and dates of installations.
Please see attached detailed copies of the reports our Project Management Teams sends to
customers and installation subcontractors for installation projects. The reports are building
layouts, list of products, manufacturers; ship dates, freight carriers delivery dates, room
layouts, room by room, and punch list reports We send for small installation orders to large,
new construction projects. If needed, the Project Management Team can work with our Data
Analysts Team for various other types of ad hoc reports at the request of our customers.
Building Layout
INSTALLATION LIST
Ship To:
LOVELADY HIGH SCHOOL
501 CR 458
PRINCETON, TX 75407
Project #: 43082, 60955575, 60955578
ITEM SUPPLIER SEQ # DESCRIPTION QUANTITY ROOM
IMAGE ITEM #
2 C214 Classroom
2 C216 Classroom
2 C218 Classroom
2 C219 Classroom
2 C220 Classroom
2 C221 Classroom
2 C222 Classroom
2 C223 Classroom
2 C224 Classroom
2 C225 Classroom
2 C226 Classroom
2 C227 Classroom
2 C228 Classroom
2 C229 Classroom
1 G118 Staff Restroom
1 G146 Staff Restroom
1 G216 Staff Restroom
1 G244 Staff Retroom
TOTAL QTY: 106
GJO60465 (SP RICHARDS CO) 3 C114 Culinary
1310516 CONTAINER WASTE 23GAL 8 Campus Wide
22.5X11X30 GRAY GJO60465
TOTAL QTY: 11
GJO02343 (SP RICHARDS CO) 3 C114 Culinary
1473390 LID WALL HUGGER 23 GAL 8 Campus Wide
20.25X11.5X4.62 GRY
TOTAL QTY: 11
GJO02343
Page 25 of 26
04/25/2024
Q-418497
Shipping
Progress Report
Bill To Name PRINCETON INDEPENDENT SCHL DIST
Ship To Name LOVELADY HIGH SCHOOL
Project Number 43082
Customer PO 24003932
Sales Order/ Manufacture Item Number MFG PN Item Description Expect Ship FRT Tracking Number Last Update
Ship To Name Qty Date Carrier Date
60955578/LOV AFFORDABLE 7907312 DCCMBC 1250 DESK - 5/24/2024 TMS 1/17/2024
ELADY HIGH INTERIOR HABUYG CLASSROOM
SCHOOL SYSTEMS LLC NBK SELECT -
CONTEMPORA
RY 4-LEG
COMBO - 18 IN -
18 X 24 IN -
LAMINATE -
T-MOLD -
CHROME -
CLARET SEAT
AND BACK
COLOR - GRAY
NEBULA TOP
COLOR -
EBONY EDGE
COLOR
60955578/LOV AFFORDABLE 7907317 DAANR30 8 TABLE - 5/24/2024 TMS 1/17/2024
ELADY HIGH INTERIOR 72GNWTT CLASSROOM
SCHOOL SYSTEMS LLC 2 SELECT -
RECTANGLE
ACTIVITY
TABLE - 72 W X
30 D IN - 22 - 30
IN PRODUCT
HEIGHT -
LAMINATE -
T-MOLD - GRAY
NEBULA TOP
COLOR -
EBONY EDGE
COLOR -
TITANIUM LEG
COLOR -
NEOCLASS
60955578/LOV AFFORDABLE 7907314 DAAIR246 50 TABLE - 5/24/2024 TMS 1/17/2024
ELADY HIGH INTERIOR 0GNWTT CLASSROOM
SCHOOL SYSTEMS LLC O SELECT -
ADVOCATE
COMPUTER
CABLE
MANAGEMENT
- 60 W X 24 D IN
- LAMINATE -
GRAY NEBULA
TOP COLOR -
EBONY EDGE
COLOR
60955578/LOV AFFORDABLE 7905193 DC4LMCH 100 CHAIR - 5/24/2024 TMS 1/13/2024
ELADY HIGH INTERIOR ABUXXN CLASSROOM
SCHOOL SYSTEMS LLC SELECT -
CONTEMPORA
RY 4-LEG - 18
IN - CLARET
SEAT AND
Generated On 5/15/2024
DELIVERY SCHEDULE
PRINCETON ISD
LOVELADY HS
501 CR 458
PRINCETON, TX 75407
PROJECTED INSTALL: 5/28 - 6/7
Date: 5/20/2024 43082, 60955575, 60955578
Contact Name: PHILLIP ANTHONY 469-952-5400X3502 SALES: PRISTEN BROWN
panthony@princetonisd.net Installer: QSI - Terry Quincy 214-507-4935
SCHOOL SPECIALTY PM: MALLIE WEBB 419-589-1633 mallie.webb@schoolspecialty.com
SCHOOL SPECIALTY ON SITE PM: TROY SNODGRASS 817-751-0852
NOTES Monday 5/27 Tuesday 5/28 Wednesday 5/29 Thursday 5/30 Friday 5/31
8AM
AIS CAMERON
1PM 10AM
8 TRAILERS HOLIDAY 8AM - LTL
3PM 1PM
7 FTL / 1 LTL (17 ')
3PM
TO INSTALLER
SCHOOL SPECIALTY -
SAFCO / HIRSH
WALL CLOCKS
DIVERSIFIED WOOD
BO ESD - AWAITING
SP RICHARDS / HON ESD 5/9 - 5/24
SHIPPING
SCHOOL SPECIALTY / ANNIN
ANNIN FLAGS -
BO ESD 6/10
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Room ByBy
Room Room
Room
ShipShip
To: To: QUALIFIED SYSTEMS INSTLTNS INC
LOVELADY HIGH SCHOOL
Deliver
501 CR 458 To: LOVELADY HIGH SCHOOL
PRINCETON, TX 75407
C101 Classroom
ITEM IMAGE SUPPLIER SEQ # SSL ITEM # DESCRIPTION QTY
ITEM #
AFFORDABLE 5004196 TABLE - CLASSROOM SELECT - ADVOCATE COMPUTER 1
INTERIOR CABLE MANAGEMENT - 48 W X 24 D IN - LAMINATE -
SYSTEMS LLC SPECIFY TOP COLOR - SPECIFY EDGE COLOR
DAAIR2448???T Top Color: Gray Nebula
TO Edge Color: Ebony
AFFORDABLE 5004197 TABLE - CLASSROOM SELECT - ADVOCATE COMPUTER 1
INTERIOR CABLE MANAGEMENT - 60 W X 24 D IN - LAMINATE -
SYSTEMS LLC SPECIFY TOP COLOR - SPECIFY EDGE COLOR
DAAIR2460???T Top Color: Gray Nebula
TO Edge Color: Ebony
AFFORDABLE 1388744 CHAIR - CLASSROOM SELECT - CONTEMPORARY 4-LEG 1
INTERIOR - 18 IN - SPECIFY SEAT AND BACK COLOR - CHROME -
SYSTEMS LLC CASTER
DC4CMCHA??X Seat and Back Color: Claret
XC
AFFORDABLE 1357323 CHAIR - CLASSROOM SELECT - CONTEMPORARY 4-LEG 2
INTERIOR - 18 IN - SPECIFY SEAT AND BACK COLOR - CHROME -
SYSTEMS LLC GLIDE - SPECIFY GLIDE TYPE
DC4LMCHA??X Seat and Back Color: Claret
X? Glide Type: Nylon
AFFORDABLE 5009313 DESK - CLASSROOM SELECT - CONTEMPORARY 4-LEG 25
INTERIOR COMBO - 18 IN - 18 X 24 IN - LAMINATE - T-MOLD -
SYSTEMS LLC CHROME - SPECIFY SEAT AND BACK COLOR - SPECIFY
DCCMBCHA??Y TOP COLOR - SPECIFY EDGE COLOR
???? Top Color: Gray Nebula
Seat and Back Color: Claret
Edge Color: Ebony
ANNIN AND CO 016788 FLAG W/ STAFF US 16X24 1
042900
ANNIN AND CO 1272044 FLAG TEXAS 16X24 WITH 3/8 INCH STAFF 1
150500
EVERRICH 1543107 CLOCK - WALL 13 INCH - SCHOOL SMART - WHITE 1
INDUSTRIES INC DIAL/BLACK FRAME
SSG-0001
HIRSH 1447115 CLASSROOM SELECT - FILE CABINET - VERTICAL 1
INDUSTRIES LLC LETTER - SPECIFY COLOR - 4
1447115-??? Color: Black
Page 1 of 119
04/25/2024
Q-418497
PUNCHLIST
Customer PO: 24003932
Bill To:
PRINCETON INDEPENDENT SCHL DIST
321 PANTHER PKWY
PRINCETON, TX 75407-9183
Ship To:
LOVELADY HIGH SCHOOL
501 CR 458
PRINCETON, TX 75407
Quote Number: Q-418497
Customer PO: 24003932
Project No: 43082, 60955575, 60955578
Customer Name: Philip Anthony
Contact Number: 4699525400
I have reviewed and inspected all product for this Project. All items, with exception to issues noted on the following pages, have been
delivered, installed, and substantially completed to our satisfaction.
Customer Signature:
Print Name:
Installer Signature:
Date:
No Punchlist Issues
Page 1 of 5
01/11/2024
Q-418497
PUNCHLIST
Customer PO: 24003932
ITEM IMAGE SSL ITEM# SUPPLIER DESCRIPTION QTY RECEIVED? COMMENTS RESOLUTION
ITEM #
1388744 DC4CMCHA??XX (AFFORDABLE INTERIOR SYSTEMS 51
C LLC)
CHAIR - CLASSROOM SELECT -
CONTEMPORARY 4-LEG - 18 IN -
SPECIFY SEAT AND BACK COLOR -
CHROME - CASTER
Seat and Back Color: Claret
2073483 D-VERJ4D2552- (AFFORDABLE INTERIOR SYSTEMS 51
BK LLC)
FILE CABINET - CS 4-DRAWER
VERTICAL LETTER -15W X 25D X
52H - BLACK COLOR
5009313 DCCMBCHA??Y? (AFFORDABLE INTERIOR SYSTEMS 1250
??? LLC)
DESK - CLASSROOM SELECT -
CONTEMPORARY 4-LEG COMBO -
18 IN - 18 X 24 IN - LAMINATE - T-
MOLD - CHROME - SPECIFY SEAT
AND BACK COLOR - SPECIFY TOP
COLOR - SPECIFY EDGE COLOR
Top Color: Gray Nebula
Seat and Back Color: Claret
Edge Color: Ebony
1357323 DC4LMCHA??XX (AFFORDABLE INTERIOR SYSTEMS 100
? LLC)
CHAIR - CLASSROOM SELECT -
CONTEMPORARY 4-LEG - 18 IN -
SPECIFY SEAT AND BACK COLOR -
CHROME - GLIDE - SPECIFY GLIDE
TYPE
Seat and Back Color: Claret
Glide Type: Nylon
Page 2 of 5
01/11/2024
Q-418497
#13
Describe any return or
restocking fees.
• Refund Policy
• A manufacturer’s return authorization is required before refunds or credits are
finalized.
• Restocking fees will be charged in accordance with the Original Manufacturer’s
Warranty and Return policy or a minimum of 20%. School Specialty may waive
restocking fees on an order-by-order basis.
• Customer may also be required to pay the cost of return shipping.
• If the item is defective, it may be covered under a manufacturer warranty however a
manufacturer return authorization is required and all return requests for defective
products are administered based on the Original Manufacturer’s Warranty Policy,
subject to the rules of the manufacturer.
• Custom Furniture Returns
Custom designed furniture built to customers ’specifications maybe nonreturnable unless it
is defective or not built to your specifications. This may include products made to order with
nonstandard fabrics, laminates, wood finishes, paint finishes, changes in dimensions or
other alterations which deviate from the manufacturer standard design or offerings.
• Cancellation of Furniture Orders
• If a customer place an order for a custom item, and cancel it after 48 hours,
they may be charged 30% of the order cost for those items. School Specialty
may waive restocking fees on an order-by-order basis.
• To request a return, customers follow these easy steps:
• Contact Customer Care at 1-888-388-3224 or submit a request to School Specialty
within 30 days of shipment to request an authorization number. Product returned
without authorization, additional items not part of the original authorization, or
products arriving in an unsellable condition will not be eligible for credit and
products will not be shipped back to the customer.
• Repack items in the original shipping carton.
• Include a copy of the packing list, invoice, and details about what items are
returning.
• Include order and purchase order numbers for proper credit.
• Note: For installation orders, customers contact our Project Management Team who will
work directly with them to facilitate these services. If the returns are within the individual
manufacturers’ warranties, new product will be replaced at no charge including shipping
and installation services which also includes pick-up of old product at no charge by our
installation subcontractors.
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
***
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
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School Specialty, LLC Common Equity Ownership and Board of
Directors
Equity Owners:
TWC Direct Lending LLC 26.9%
TWC Direct Lending Strategic Ventures LLC 17.0%
West Virginia Direct Lending LLC 2.6%
TCW Brazos Fund 5.8%
TCW Skyline Lending LP 2.5%
Cerberus AUS Levered Holdings LP 0.3%
Cerberus AUS Levered Holdings III LLC 0.5%
Cerberus Offshore Levered III Holdings II LP 6.9%
Cerberus Redwood Levered Loan Opportunities Fund A, L.P. 0.6%
Cerberus ICQ Offshore Loan Opportunities Master Fund L.P. 0.9%
Cerberus SWC Levered Holdings II LP 1.8%
Cerberus Redwood Levered Loan Opportunities Fund B, L.P. 0.9%
LCP SSI, LLC 33.3%
Total 100.0%
Board of Directors:
Ryan Bohr, CEO and President
Mark Gertzof, Director
Ryan Carroll, Director
Rich Caruso, Director
Alex Berger, Director
Houston Duncan, Director
Nick Peterson, Director
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
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School
Specialty®
EQUAL EMPLOYMENT OPPORTUNITY AND
AFFIRMATIVE ACTION STATEMENT OF POLICY
It is the policy of School Specialty, LLC not to discriminate or allow the harassment of employees or
applicants on the basis of sex, gender identity, sexual orientation, race, color, age, genetics, religious
creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic
protected by law with regard to any employment practices, including recruitment, advertising, job
application procedures, hiring, upgrading, training, promotion, transfer, compensation, job assignments,
benefits, and/or other terms, conditions, or privileges of employment, provided the individual is
qualified, with or without reasonable accommodations, to perform the essential functions of the job.
This policy applies to all jobs at the Company. The Company will continue to ensure that individuals are
employed, and that employees are treated during employment, without regard to their sex, gender
identity, sexual orientation, race, color, age, genetics, religious creed, national origin, physical or mental
disability, protected Veteran status, or any other characteristic protected by law in all employment
practices as follows:
Employment decisions at the Company are based on legitimate job-related criteria. All personnel actions
or programs that affect qualified individuals, such as employment, upgrading, demotion, transfer,
recruitment, advertising, termination, rate of pay or other forms of compensation, and selection for
training, are made without discrimination based upon the individual's sex, gender identity, sexual
orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran
status, citizenship or immigration status, or any other characteristic protected by law.
Employees may choose to voluntarily disclose their sex, race, national origin, disability, and protected
Veteran status at any time by contacting Human Resources. Such information will be maintained in a
confidential manner and will not be used against an individual when making any employment decisions.
Employees and applicants with disabilities and disabled Veterans are encouraged to inform Human
Resources if they need a reasonable accommodation to perform a job for which they are otherwise
qualified. The Company makes, and will continue to make, reasonable accommodations to the known
physical or mental limitations of an otherwise qualified applicant or employee to promote the
employment of qualified individuals with disabilities and disabled Veterans, unless such
accommodations would impose an undue hardship on the operations of the Company's business.
School Specialty, LLC and our CEO are fully committed to principals of equal employment opportunity
and affirmative action. As EVP-CFO, I support the successful implementation of the Company's
Affirmative Action Programs. I have appointed Sarah Bridleman VP-HR, Affirmative Action and Equal
Opportunity Officer for the Company, with responsibility for implementation of the Company's
affirmative action activities. The Affirmative Action and Equal Opportunity Officer has the full support of
top management and the staff necessary to fully implement this Program. All managers and supervisors
will take an active part in the Company's AAP to ensure all qualified employees and prospective
employees are considered and treated in a nondiscriminatory manner with respect to all employment
School
Specialty®
decisions. Furthermore, School Specialty, LLC will solicit the cooperation and support of all employees
for the Company's Equal Employment Opportunity and Affirmative Action Policy.
Our Affirmative Action Programs include an audit and reporting system, which, among other things, uses
metrics and other information to measure the effectiveness of our Programs. The Affirmative Action and
Equal Opportunity Officer has been assigned responsibility for periodically reviewing progress in the
compliance and implementation of the policy of affirmative action. In accordance with public law, the
Company's affirmative action programs for qualified individuals with disabilities and protected Veterans
are available for inspection in the Human Resources Department, Monday through Friday, from 8:00
a.m. to 5:00 p.m. upon request.
In addition, employees and applicants will not be subjected to harassment, intimidation, threats,
coercion, or discrimination because they have engaged in, or may have engaged in, filing a complaint,
assisting or participating in an investigation, compliance review or hearing, or other activity related to
the administration of Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans'
Readjustment Assistance Act of 1974, Executive Order 11246, all as amended, and/or any other federal,
state, or local law or regulation regarding equal employment opportunity, opposing any act or practice
made unlawful, or exercising any other right protected by such laws or regulations. School Specialty, LLC
will not discharge or in any other manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or
applicants as a part of their essential job functions cannot disclose the pay of other employees or
applicants to individuals who do not otherwise have access to compensation information, unless the
disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation,
proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent
with the contractor's legal duty to furnish information.
Kevin L. Baehler
EVP-CFO
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School Specialty, LLC Common Equity Ownership and Board of
Directors
Equity Owners:
TWC Direct Lending LLC 26.9%
TWC Direct Lending Strategic Ventures LLC 17.0%
West Virginia Direct Lending LLC 2.6%
TCW Brazos Fund 5.8%
TCW Skyline Lending LP 2.5%
Cerberus AUS Levered Holdings LP 0.3%
Cerberus AUS Levered Holdings III LLC 0.5%
Cerberus Offshore Levered III Holdings II LP 6.9%
Cerberus Redwood Levered Loan Opportunities Fund A, L.P. 0.6%
Cerberus ICQ Offshore Loan Opportunities Master Fund L.P. 0.9%
Cerberus SWC Levered Holdings II LP 1.8%
Cerberus Redwood Levered Loan Opportunities Fund B, L.P. 0.9%
LCP SSI, LLC 33.3%
Total 100.0%
Board of Directors:
Ryan Bohr, CEO and President
Mark Gertzof, Director
Ryan Carroll, Director
Rich Caruso, Director
Alex Berger, Director
Houston Duncan, Director
Nick Peterson, Director
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
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#21
Describe experience with Prevailing
Wage and Bacon-Davis.
School Specialty has extensive prevailing wage and Davis-Bacon Act
experience and knowledge. Nationally, we’ve provided furniture &
equipment products and related installation services since 1993;
therefore, we had to continually grow our knowledge in both areas.
Our internal Strategic Quotes Team, Bid Team, and our Contracts
team are well versed in both areas. Our team members understand
the local and state regulations of the states they are responsible for
along with the federal mandates of the Bacon-Davis Act. When
projects require prevailing wage, when working with our installers
during the quoting phase, we communicate to them the jobs has this
requirement.
When needed, we interact with our installation subcontractors
regarding modifications to regulations in their markets. When
projects require our Project Management team to provide prevailing
wage documents for specific projects, I.E., certified payrolls forms,
we work with the installers to ensure the documents are correct and
reported to the school district, general contractor, etc. in a timely
manner.
We also have an attorney on staff whose firm can provide guidance
and assistance if needed
#28
Emergency Orders
For emergency orders, customers contact our Customer Care
department directly at (888) 388-3224. Our Customer Care Team will
quickly process the orders while on the telephone with the customers
and will submit purchase orders to the manufacturers (our goal is to
submit the orders to our manufacturers the same day). We will
contact the manufacturers to confirm how quickly they can ship the
products and request they place an emergency order and bypass
their standard lead times.
School Specialty has our own proprietary brand of items, Classroom
Select and Childcraft that have quick ship programs. While on the
telephone with the customers, our Customer Care team will advise
them of these items, and if they would like to place an order for them
(a few items can ship within 24 hours, others within 1 – 2 weeks
depending upon the item).
Several of our manufacturing partners have seasonal or year-round
quick ship programs as well. We also provide customers with their
quick ship programs.
We do not change our discounts for emergency orders; however, if
overnight shipping is required, we may apply a charge for this
service. On an order-by-order basis, we may waive the expedited
shipping charge.
#32
Describe Offeror’s return and
restocking policy.
• Refund Policy
• A manufacturer’s return authorization is required before refunds or credits are
finalized.
• Restocking fees will be charged in accordance with the Original Manufacturer’s
Warranty and Return policy or a minimum of 20%. School Specialty may waive
restocking fees on an order-by-order basis.
• Customer may also be required to pay the cost of return shipping.
• If the item is defective, it may be covered under a manufacturer warranty however a
manufacturer return authorization is required and all return requests for defective
products are administered based on the Original Manufacturer’s Warranty Policy,
subject to the rules of the manufacturer.
• Custom Furniture Returns
Custom designed furniture built to customers ’specifications maybe nonreturnable unless it
is defective or not built to your specifications. This may include products made to order with
nonstandard fabrics, laminates, wood finishes, paint finishes, changes in dimensions or
other alterations which deviate from the manufacturer standard design or offerings.
• Cancellation of Furniture Orders
• If a customer place an order for a custom item, and cancel it after 48 hours,
they may be charged 30% of the order cost for those items. School Specialty
may waive restocking fees on an order-by-order basis.
• To request a return, customers follow these easy steps:
• Contact Customer Care at 1-888-388-3224 or submit a request to School Specialty
within 30 days of shipment to request an authorization number. Product returned
without authorization, additional items not part of the original authorization, or
products arriving in an unsellable condition will not be eligible for credit and
products will not be shipped back to the customer.
• Repack items in the original shipping carton.
• Include a copy of the packing list, invoice, and details about what items are
returning.
• Include order and purchase order numbers for proper credit.
• Note: For installation orders, customers contact our Project Management Team who will
work directly with them to facilitate these services. If the returns are within the individual
manufacturers’ warranties, new product will be replaced at no charge including shipping
and installation services which also includes pick-up of old product at no charge by our
installation subcontractors.
#33
Describe Offeror’s ability to meet
service and warranty needs.
School Specialty will honor all manufacturers’ warranty programs and
can extend them on an order-by-order basis. For drop ship orders,
that do not have installation services, customers will contact our
Customer Care team to report the issues, our Care Team will then
issue no charge replacement orders for new product and will have
defective items picked up by one of freight carriers at no charge.
Shipping charges will not apply for new products or existing pick up
of existing defective products as long as they are within warranty
periods (we may waive these charges on an order-by-order basis if
outside warranty timeframe).
For orders with installation services, customers contact their Project
Management Team, and the team will manage the entire process
including entry of replace order, pick up defective merchandise by
one of our installation subcontractors, shipment/installation of new
units all at no charge as long as products are within warranty periods
of the manufactures (we may waive these charges on an order-by-
order basis if outside warranty timeframe).
#33
Describe Offeror’s ability to meet
service and warranty needs.
School Specialty will honor all manufacturers’ warranty programs and
can extend them on an order-by-order basis. For drop ship orders,
that do not have installation services, customers will contact our
Customer Care team to report the issues, our Care Team will then
issue no charge replacement orders for new product and will have
defective items picked up by one of freight carriers at no charge.
Shipping charges will not apply for new products or existing pick up
of existing defective products as long as they are within warranty
periods (we may waive these charges on an order-by-order basis if
outside warranty timeframe).
For orders with installation services, customers contact their Project
Management Team, and the team will manage the entire process
including entry of replace order, pick up defective merchandise by
one of our installation subcontractors, shipment/installation of new
units all at no charge as long as products are within warranty periods
of the manufactures (we may waive these charges on an order-by-
order basis if outside warranty timeframe).
#34
Describe Offeror’s customer service/problem
resolution process. Include hours of
operation, number of services, etc.
• For dropship, non-installation orders, customers contact our Customer Care
team either by telephone or via the web portal to report issues. Our Care
teams are available Monday through Friday 7:00AM – 6:00PM Central
Standard Time. They may be reached at (888)-388-3224 or via web at
www.schoolspecialty.com.
• Customers can report a wide range of issues including request for order
status, missing/shortage/overage/damage/defective/wrong items, warranty
issues, pricing/invoice discrepancies, product questions, quote requests, and
contract questions.
• Online resources and tools now available 24 hours a day, seven days a
week which makes reporting issues more convenient for our customers. We
also have a “Chat” function will enables customers to communicate with our
Care team via the web within Monday through Friday 7:00AM – 6:00PM
Central Standard Time. Via our web, customers can report the same issues
as they would by telephoning directly into our Care Team.
• Our Customer Care team has a “First Resolution” goal. We strive to resolve
issues on first contact with our customers. If a customer is not satisfied with
our customer care service, they can contact our “Resolution Team” who are
in place to manage issues that have further complaints from customers.
They are very highly skilled, experience team of Care Advocates. If this team
can’t resolve an issue, customers have the option of escalating issues to our
Customer Care Management Team.
• For orders with installation services, our Project Management Team works
directly with the customers to resolve all issues related to their projects.
During the shipping, delivery, and installation phases of each project, our
installation subcontractors will timely report issues to our Project Team so
that we can resolve them as quickly as possible. If issues occur after final
delivery/installation, customers can report issues to their Project
Management team for resolution.
#35
Describe Offeror’s invoicing process. Include payment terms
and acceptable methods of payments. Offerors shall describe
any associated fees pertaining to credit cards/p-cards.
Our invoicing program is called Consolidated Invoicing. For example,
for orders that have multiple manufacturers on one single purchase
order, instead of invoicing per each shipment, our system hold the
invoices and consolidate into a single invoice at the 30-day period
from the initial shipment for all product that shipped during that
period. Thus, SS will present a single invoice for multiple shipments.
For all shipments that may occur after the 30-day period, they will be
invoiced individually with the shipment. All orders that complete prior
to 30 days or ship in one delivery will be invoiced once the order is
complete which may be less than 30 days.
If an end user elects to receive individual invoices for orders that
have multiple manufacturers, we can invoice on a shipment-by-
shipment basis.
We do not invoice before products arrive at the end user locations for
regular dropship orders. For orders requiring installation services, we
only invoice once the products are delivered, installed, and signed-off
by an authorized customer signer. End users can elect to receive
their invoices via three methods: mail, email, or via electronically
(EDI).
Invoice terms are Net 30 unless customers request different terms.
School Specialty accepts check, credit card and ACH payments.
School Specialty does not have any fees associated with using credit
cards/p-cards.
#40
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty, LLC has achieved Platinum status with the Green
Business Bureau.
The company joined the GBB in 2019 and has leveraged the
platform and apps to manage their sustainability initiatives and track
their progress. School Specialty, LLC completed enough initiatives to
reach 400 EcoPoints to earn the GBB Platinum Seal. The
company is committed to protecting the environment, engaging
employees and customers in their sustainability efforts, and saving
money through more efficient operations. They continue to utilize the
GBB framework and online tools to become greener and meet their
sustainability goals.
School Specialty was looking for an opportunity to take small steps
towards becoming a more environmentally friendly organization for
both customers and employees. As a distributor of highly
consumable products, it was important for them to look internally at
what they could, and should, be doing to reduce their large footprint.
Some of the activities which helped School Specialty achieve
Platinum status toward green certification was the creation Green
Teams throughout the company which served as the initial
supporters of greening the business, enlisting and informing all
employees of key activities, assessing where the organization was at
in terms of green efforts and creating programs where employees
can engage in green activities.
Like many organizations, School Specialty and our Project Green
Teams initially focused on low-hanging fruit when the program first
started. Putting focus on changes that include recycling of paper,
adding low water flow censors, changing out paper cups in the
cafeterias to ceramic, ensuring that all cleaning supplies are green.
After a bit of time the teams have started to tackle some of the long-
term goals that include:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Implementing virtual office spaces
• Utilizing productivity tools like Microsoft Teams for meetings to
reduce travel and the carbon footprint
• Replacing employee water coolers with zero bottle coolers
• Upgrading office lighting to LED
• Working to make office and distribution spaces Zero Waste
School Specialty is committed to protecting and preserving the
earth’s natural resources. To carry out this commitment, we:
• Assist our customers with their green initiatives, promoting
environmentally friendly processes that will save money while
saving the planet.
• Minimize the creation of waste by encouraging and promoting
reduction, reuse and recycling in all of our activities.
• Conserve natural resources by reducing our consumption of
energy and water.
• Strive to increase the quantity and types of products with post-
consumer recycled content that we both use in our daily
operations and sell to our customers.
• Source and promote environmentally friendly products for
purchase by our customers.
• Encourage the protection of endangered forests by using
paper, cartons, pallets and the like produced with fiber from
sustainably managed forests.
• Ensure compliance with both the letter and the intent of all
applicable environmental laws and regulations.
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty has invested resources in 3 areas as part of our
commitment to preserving and protecting the environment. These
areas include catalog marketing and distribution, office and
distribution center operations and merchandising. An overview of
each follows:
Catalog Marketing, Distribution & Circulation:
School Specialty has partnered with LSC Communications, a leading
provider of print communications for the printing of our catalogs.
LSC’s sustainability approach is reflected in a variety of practices
across four categories.
• Resource Efficiency – identify, measure and continuously
improve efficiencies associated with consumption and use of
energy, raw materials, water and other resources.
• Green Procurement – they extend their influence across the
breath of the supply chain by encouraging sustainable
practices among suppliers and enabling them for customers.
• Reduce, Reuse, Recycle – everyday actions taking place in
manufacturing, administrative and service facilities.
• Stewardship – striving to learn and share best practices
through education, communication and demonstration.
LSC has been recognized by Corporate Responsibility Officer
Magazine (CRO) as one of the 10 Best Corporate Citizens in its
Media category, and they have been named multiple times on the
Down Jones Sustainability Index (DJSI).
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
Office and Distribution Center Operations
• All offices and distribution centers are required to recycle all
aluminum, paper, plastic, and glass.
• Distribution center recycle all undamaged inbound cartons,
corrugate and pallets.
• All purchased corrugate contains a minimum of 60% post-
consumer recycled content.
• We do not accept any paper or corrugate that is sourced from
forests that have been identified as endangered or “old
growth” forests.
• Corrugate suppliers must obtain their fiber from forests
managed under a credible forest certification scheme
wherever possible or have procurement systems that are third
party certified. We recognize the following certification
schemes as credible: Sustainable Forestry Initiative (SFI),
Forest Stewardship Council (FSC), Canadian Standards
Association (CSA), Pan- European Forestry Certification
(PEFC), and the American Tree Farm System (ATFS).
• School Specialty has been pursuing energy efficient upgrades
at all of our facilities including environmental improvements in
lighting mechanical systems (including boilers, HVAC, motors),
programmable thermostats and lighting controls.
School Specialty’s entire Merchandising Team (VP, Directors,
Category Managers, and Merchandise Managers) is focused on
working with suppliers to improve our products and the impact
on the environment. Every supplier is required to provide
information on their products/company, including:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Green Seal certification
• Recycled product and content of material
• Certification of wood sourcing
• Participation in Leadership and Energy & Environmental
Design
This information is utilized to make Approved Supplier/Approved
Item decisions on an everyday basis
At School Specialty we are proud of our efforts and
accomplishments in environmental stewardship, and we
recognize that they are just a start. Each day we learn more
about what we can do to improve and enhance our efforts to
protect and preserve our environment for the benefit of
generations to come.
Improving on our green strategy is a never-ending process.
School Specialty deems at least 10% of its Core Products
environmentally preferable, which includes products that are:
• Made from recycled materials.
• Green Seal certified.
• Energy Star rated.
• Energy efficient, non-toxic, or biodegradable
• Green-Label certified to improve indoor air quality.
• SCS (Scientific Certification Systems) certified.
• FSC (Forest Stewardship Council) trademarked.
#41
Describe any social diversity
initiatives.
School Specialty acknowledges and fully embraces diversity
participation programs. We are committed to working with and
continually adding certified diversity vendor partners to our supply
chain for product and services. We’re actively pursuing new supply
and service partners that hold these certifications.
Our many years of contracting with diversity partners has given us
the experience and ability to build an engagement process that
exceeds minimum requirements and compliance. We attend and
participate in most national and regional conferences of WBENC and
NMSDC organizations annually. School Specialty’s process begins
with the utilization of databases of both the NMSDC and WBENC to
source certified businesses in many business verticals. We then
began the due diligence process of business validation and
capabilities measurements. Once this step is completed, we then
match our requirements and business standards with our prospective
partners. We utilize the client’s Master Service Agreement to add
third party provided services with a defined Scope of work with the
named third party. The pricing to our client is not affected as our
internal profitability is a shared model with the third party.
15
#42
Provide example(s) of general guidance on
executing strategies for successful adoption
of new polices, processes and procedures.
School Specialty has a full-time Program Management staff
responsible for change management that involves executing and
implementing new policies, processes, and procedures. They are
responsible for creating content, documentation, training, and roll-out
of new policies or procedures.
Successful adoption of new policies, processes, and procedures
hinges on a multi-faceted approach. Building buy-in from the outset
is crucial. The School Specialty Program Management team starts by
engaging stakeholders early, clearly communicating the "why" behind
the changes, and ensuring everyone has access to clear, concise
documentation through our intranet and for customers our help site.
If the change is significant, we rollout changes by tailoring training to
specific roles and offering it in various formats. Furthermore, we offer
ongoing support through dedicated resources and feedback
mechanisms to foster a culture of continuous improvement. By
implementing these strategies and tailoring them to the specific
context, we increase the chances of successful adoption.
The Program Management team follows this process for change
management related to both our internal and external customers.
The process has a wide range from implementation of new systems
to rolling out new sales processes and much more.
#43
Provide a brief history of the Offeror, including
year it was established and corporate office
location.
Since 1959, School Specialty® has been a leading provider of
educational products and services for the infant through 12th grade
market in the U.S and Canada. The company designs,
manufactures, and distributes solutions including furniture &
equipment, educational technology as well as a broad selection of
everything else a school needs for their buildings and grounds.
These include trusted national brands, as well as well-recognized
proprietary Brands such as Classroom Select® furniture, Childcraft®
early learning materials and furniture, Snoezelen® sensory furniture
and equipment, and FOSS Science Curriculum. We also provide
expert guidance, design services and professional development
within the categories we support.
At our core, we are a purpose-driven organization. Everything we
offer, from crayons to curriculum to complete learning environments,
is designed to support educators, raise student outcomes and
ultimately, transform more than classrooms.
Our corporate headquarters is located at W6316 Design Drive
Greenville, WI 54942.
#44
Describe Offeror’s reputation
in the marketplace
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. We’re the nation’s largest K-12 provider of educational
supplies, furniture and equipment and related services. With our
breadth of products and services, we are widely known as an
outstanding company that customers continuously want to partner
with for their furniture needs. They appreciate the best-in-class
products and services we offer that helps their educators to provide
learning environments that meet and exceed the expectations of
their students and communities.
We rely on our field sales representatives as the face of our
company to represent us well with our customers which they do daily,
and customers have demonstrated this by repeatedly placing their
furniture needs with School Specialty. We rely on all of our
associates regardless of what department they work in to commit to
teamwork, professionalism, mutual trust, and **Only 1,000
characters, stops here respect to help achieve absolute customer
satisfaction.
We believe our company brands (Abilitations, Achieve it!, Califone,
Childcraft, Classroom Select, Delta Education, Flaghouse, Foss,
Frey Scientific,Kits for Kidz, Projects by Design, Sax, schoolkids,
School Smart, Snoezelen, and Sportime hold the leading market
positions in their respective categories. We have also solidified this
leading market position by acquiring companies that have expanded
our geographic presence and product offering. The critical mass we
have achieved allows us to benefit from increased buying power
while leveraging our national distribution network and sales force to
operate more efficiently.
#45
Describe Offeror’s reputation of products and
services in the marketplace.
School Specialty LLC (SSL) is the largest, and only, national U.S.
distributor of non-textbook educational supplies and furniture for
students’ pre-kindergarten through grade 12. We are a leading
education company that provides products, programs, and services
that help educators engage and inspire students.
SSL is a corporation organized under the laws of the State of
Delaware and has been in business since 1959. We have the largest
and most sophisticated distribution network among our direct
competitors with hundreds of manufacturers along with our own
proprietary furniture lines, Classroom Select, Childcraft and our third
proprietary brand of sensory products, Snoezelen, which we added
back in 2023. We are still seven times larger than our next closest
competitor in the school market.
Through our combined family of companies and acquisitions, School
Specialty, Inc. has over 100 years of experience in providing
teaching aids and classroom furniture to the educational community.
**Only 1,000 characters, stops here We provide a comprehensive
offering of high-quality products and related services nationally.
Some of these categories include science, art, reading & literacy,
early childhood, life skills, physical education and health, special
learning needs, visual media, furniture, and equipment including
sensory items, instructional materials, library related products, and
many other classroom essentials. We offer over 100,000 products to
more than 110,000 schools throughout the United States & Canada.
We recognize that educational procurement decisions are made by
administrators at the district and school levels, and by teachers and
curriculum specialists at the classroom level. As a result, we have
created an innovative multi-channel sales and marketing strategy
enabling us to market our products to the various levels of buyers
within the education market.
#45 CONTINUED
Describe Offeror’s reputation of products and
services in the marketplace.
The "traditional" or "top down" approach targets school districts and
school administrators through our traditional sales force.
We believe our proprietary brands hold the leading market position in
their respective categories. We have also solidified this leading
market position by acquiring companies that have expanded our
geographic presence and product offering. The critical mass we have
achieved allows us to benefit from increased buying power while
leveraging our national distribution network and sales force to
operate more efficiently.
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. With this growth come opportunities for all School
Specialty associates. The company relies on its associates to commit
to the teamwork, professionalism, and mutual trust and respect it
takes to achieve absolute customer satisfaction.
#46
Describe the experience and
qualifications of key employees.
• Greg Harbaugh, Vice-President National Contracts & Strategic Accounts -
Greg.Harbaugh@SchoolSpecialty.com
Greg has over 20 years of experience working in the education market
managing and designing national, state, and regional cooperative contracts. He
has led School Specialty’s national contracts team for more than ten years
implementing standards that have help contracts growth throughout his tenure
as the leader of the team.
Greg is also responsible for request for proposals from qualification to
composition and implementation. Greg has also received Region of the Year
award for highest growth percentage.
• Helen Schleis, Director Contracts & Cooperatives, East Region -
Helen.Schleis@SchoolSpecialty.com
Helen has been with School Specialty for over 18 years in various roles
including merchandising, marketing, and product management before moving
into Contracts 10 years ago. She has over 20 years in the Education industry
in sales and marketing and currently works with the School Specialty sales
team for the Eastern half of the country to understand contract utilization and
strategy and grow contract revenue in accounts.
• Belkys Quintana, Director Contracts & Cooperatives, West Region -
Belkys.Quintana@SchoolSpecialty.com
Belkys has been with School Specialty for over 6 years working on
cooperatives and contracts. She has over 20 years in both the Education &
Hospitality industries in sales, marketing, and contracts. Currently, she works
with the School Specialty sales team for the Western half of the country
promoting and training contracts utilization and strategy to help grow sales
revenue.
21
#46 CONTINUED
Describe the experience and
qualifications of key employees.
• Wade Seeley, Director Learning Environment Sales, West Region -
Wade.Seeley@SchoolSpecialty.com
With 20 years of experience in learning environments, including 17+ years at
School Specialty, Wade brings unrivaled expertise and a true passion for
guiding his team in developing breakthrough strategies and innovative
solutions for the schools and districts they serve. Wade has extensive
experience working with educators, which gives him a deep understanding of
the challenges they face and the goals they strive for. He is able to leverage his
comprehensive knowledge of the School Specialty offering of products,
services and resources to tailor the very best solutions for their unique needs.
Over his career, Wade has also built strong relationships with both the architect
and design community and manufacturers, making him a valuable partner to all
stakeholders. Wade worked as a Projects by Design Specialist, Regional Sales
Manager, and Market Development Manager at School Specialty for 15+ years.
He then served as a Regional Sales Director and MiEN Environments and a
Project Sales Manager at MooreCo before returning to School Specialty as the
Director of Learning Environment Sales, inspired by the opportunity to help
“transform more than classrooms.”
• Dan Carl, Director Learning Environment Sales, East Region -
Dan.Carl@SchoolSpecialty.com
With 28 years of experience in learning environments, including 9 years at
School Specialty, Dan brings a true passion for working across School
Specialty teams helping to develop education industry knowledge. Dan has
extensive experience working with educators and key stakeholders, which
gives him a deep understanding of the challenges they face and the goals they
strive for. He is able to leverage his comprehensive knowledge of the School
Specialty offering of products, services and resources to tailor the very best
solutions for their unique needs.
During his time at SSL, Dan worked as a Market Development Manager,
Business Development Manager for Classroom Select and Childcraft, and now
the Director of Learning Environment, Sales. Prior to coming to SSL, Dan
worked for the Education Furniture Manufacturer- Artco-Bell and for a family-
owned furniture dealer in Pennsylvania. Knowing that education is
foundational and that learning environments can impact student achievement,
Dan remains inspired by all SSL team members to help educators “transform
more than classrooms.”
22
#51
Value Add
• Professional Development - Professional Development is
available in multiple formats to fit the individual needs of you and
your educators. Live or recorded webinars, in-person half and full-
day sessions, we can design something specifically for you.
General topics are available for all categories. These include, but
are not limited to: Sunlight, Shimmer and Shadow as Art
Techniques, Integrating STEAM, How to Create a Makerspace in
Your School, Including Sensory Solutions in the Classroom,
Understanding Sensory Processing as Part of Universal Design,
10 Terrific Tips to Promote Good Fine Motor Skills, Nutrition
Education, Proven Strategies for Making PE Fun, Engaging &
Meaningful, PE Strategies for a Quality Program, Modular
Robotics: Constructing Explanations and Designing Solutions at K-
8, Adapted Art/ Inclusive Art, Community of Artists.
• Projects by Design (PbD) – is our turnkey, collaborative and
complimentary service designed to help customers with their new
construction, large renovation projects. We work with the school
districts from initial discovery to final installation and beyond. Our
PbD program is a no cost, free service offered to our customers to
help them navigate easily and more efficiently with their larger
projects. Please see the attached Project Approach information
that provide more detail regarding our approach to projects. We
also utilize elements of the program for small, daily transactional
orders requiring installation and project management services.
• On a project-by-project basis, we can provide furniture inventory service
which includes evaluation and grading of existing furniture. Detailed
inventory reports by furniture type and condition are provided along with
replacement options and estimated costs. This service allows districts
to determine furniture replacement budgets and timelines. This service
is negotiated based on current market labor rates, needs, and is
typically non prevailing wage. The user agency and School Specialty
shall agree to the terms and final cost.
#51 CONTINUED
Value Add
• Design Services – We offer free design services regardless of if
the members projects are small or large. We offer 2D, 3D,
renderings, and space planning, and lab planning for all areas of
the K-12 learning environment.
• Concierge Order Services – for customers’ furniture purchase
orders that are $12,000 or greater, and do not require installation
or project management services, School Specialty now has a
program called “Concierge Order Management.” Our Concierge
Project Management Teams manage the orders from order entry to
final delivery. Our team will enter the orders, proactively provide
shipping reports to the customers, resolve any service-related
issues, and answer any questions related to the concierge orders.
In 2023, the Concierge Project Management team managed 2,051,
and our customers greatly appreciated this new program as they
did not have to call into Customer Care asking for ship dates or to
report service issues. They had one point of contact on the
Concierge team who worked with them directly.
• Delivery Services – All customers receive free, no charge inside
delivery and lift gate services.
• Sensory Rooms – School Specialty can create Sensory Rooms
for Special Education classrooms utilizing product from our
proprietary brand, Flaghouse. Because each child with special
needs has different needs, the products in a sensory room can
vary which means they may need to be customized in
manufacturing; thus, the items are not on a product list. The school
district can contact their local School Specialty sales
representative for product selection and pricing.
• Achieve It! – Achieve It! is our new instructional solutions brand
with resources in math, English language arts, and more. These
tools are designed to light the spark that lets all learners shine to
their full ability. Indianapolis PS can contact Jennifer McBride for
more details.
#52
Value Add
As part of the value-add product offering, we can provide stage
curtains through one of our manufacturing partners, Luxout Products.
Luxout Products is a manufacturer of custom stage curtains who also
perform installation services for their product line. We’re requesting
to add Luxout products under the furniture scope of “Related
Products, Support Services and Solutions. We believe including
Luxout as a “Value Added’ company will enhance and add value to
the contract through their ability to produce and install custom stage
curtains for OMNIA members.
School Specialty is an authorized dealer of Luxout product (please
see dealer letter of authorization). Nationally, we’ve have partnered
with them on custom stage curtains since 2010. Luxout includes cost
of products, shipping, and installation as part of their scope of
services for School Specialty’s stage curtain projects. For additional
information on Luxout and their offering, please visit their website at
https://www.luxout.com/. As each stage curtain project is consider
custom and unique to each opportunity, Luxout does not published a
MSRP Price List (they provide quotes for each project).
#76
Describe how supplier differentiates
itself from its competitors.
• School Specialty offers a deep portfolio encompassing all the categories of
product noted in this response. We merchandise a collection of the nation's
leading educational products, including both proprietary and national brands.
We offer an efficient method for large districts to provide both the access and
availability to support classroom needs. School Specialty offers a wealth of
services specifically tailored to meet the requirements and demands of
public schools. We have a dedicated team of local sales representatives in
specific areas field project managers that we are prepared to assign
additional resources wherever necessary. We believe we are a strong
partner to our customers.
• School Specialty offers its products and services through two operating
groups: Learning Environments and Education Essentials and Accelerated
Learning.
• The Educational Resources Group provides the industry’s broadest range
and deepest assortment of everyday consumables, instructional products
and services to educators in the PreK-12 market. Its offerings include basic
school supplies, supplemental learning products, teaching resources,
physical education equipment, art supplies, classroom equipment and
furniture. Educational Resources’ products include both national brands and
proprietary branded product. The group’s well-known proprietary brands
Childcraft®, Sax® Arts & Crafts, Califone®, Premier Agendas , Classroom
Select®, Sportime®, Abilitations®, School Smart®, and Projects by
Design®, and Snoezelen®.
• The Accelerated Learning Group provides standards-based curriculum
products, supplemental curriculum materials, instructional programs and
student assessment tools. Its offerings are both comprehensive and targeted
to address specific learning needs, drive improved student performance,
engage learners and accelerate the learning process. A team of more than
60 product development associates create and work with an impressive
stable of outside developers, authors, co-publishing strategic partners and
consultants to develop educational products and solutions that satisfy
curriculum standards and improve classroom teaching effectiveness.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• The Accelerated Learning Group’s product lines primarily support the subject
areas of science, reading and math intervention, planning and student
development, and coordinated school health. Well-known product brands
include Delta Education®, FOSS®, CPO Science , Frey Scientific®,
Educator’s Publishing Service®, Academy of Reading®, Academy of Math®,
Wordly Wise 3000®, Explode the Code®, ThinkMath , Making
Connections®, S.P.I.R.E.®, Coach Digital, and EPS® E.P.I.C. .
• Their ability to provide these offerings across a broad range of educational
categories and a suite of value-added professional services that helps save
school administrators’ time and money by aggregating school purchases,
providing solutions for supply chain issues and back-to-school logistics, and
offering construction management services.
• School Specialty has 158 field salespersons nationally, and 56 inside sales
representatives who have their individual territories. To help support our
sales team with quoting responsibilities, we have a team of 25 Quote
Specialists who assist them with pricing and related requests.
• We have our own internal Marketing Department who work with various
departments including our sales and internal teams to produce and publish
professional marketing programs and materials.
• Our Program Management and Sales Operations teams are responsible for
ensuring our sales and operations teams are fully trained on new and
revised policies, processes, and procedures.
• School Specialty has a full-time staff of Merchandising Managers who are
responsible for sourcing products and manufacturers. They also hold our
manufacturing partners responsible for meeting an expecting our
expectations by working with them on ensuring they product high quality
items and timely shipment of our orders.
• No other competitor can offer as large of network of installation subcontract
partners. School Specialty has 1,007 partners nationally.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• School Specialty has 18 Senior Interior Designers on staff who provide
design services for our customers national. No other competitor has the
number of designers on staff that can match the experience and
qualifications of our Designers.
• Concierge Order Services – for customers’ furniture purchase orders that are
$12,000 or greater, and do not require installation or project management
services, School Specialty now has a program called “Concierge Order
Management.” Our Concierge Project Management Teams manage the
orders from order entry to final delivery. Our team will enter the orders,
proactively provide shipping reports to the customers, resolve any service-
related issues, and answer any questions related to the concierge orders. In
2023, the Concierge Project Management team managed 2,051, and our
customers greatly appreciated this new program as they did not have to call
into Customer Care asking for ship dates or to report service issues. They
had one point of contact on the Concierge team who worked with them
directly.
• Delivery Services – All customers receive free, no charge inside delivery and
lift gate services.
#10
Describe ordering methods,
tracking, and reporting.
• Dropship Orders (No Installation Services Required).
• OMNIA Members can place orders via several methods:
• Online by logging into their accounts at Select.SchoolSpecialty.com
• Telephone by calling our Order Entry Team at toll free (888) 388-3224.
• Email (Contiguous 48 states) by sending to orders@schoolspecialty.com.
Alaska & Hawaii utilize internationalorders@schoolspecialty.com.
• Mail by sending purchase orders to PO Box 1579, Appleton, WI 54912-1579
•
Member agencies can track their orders, access their invoices, view proof-of-delivery copies,
and more by logging into their account at Select.SchoolSpecialty.com.
School Specialty has an in-house staff of Business Data Analysts who are responsible for
creating and maintaining reports. We have a reporting system that enables the team to
provide formal or ad hoc reports to customers. Our reporting system can provide a wide
range of information from products, invoicing, shipping information, and so much more.
• Installation Orders (Orders Requiring Installation Services)
• Email directly to our Project Management Team at
F&E_Orders_Quotes_Questions@SchoolSpecialty.com
• Email (Contiguous 48 states) by sending to orders@schoolspecialty.com. Alaska &
Hawaii utilize internationalorders@schoolspecialty.com.
• Mail by sending purchase orders to PO Box 1579, Appleton, WI 54912-1579
Our Project Management Team is responsible for proactively providing customers with timely
shipping, delivery, and installation information. Our Project Team provides the Members with
reports related to product ship dates, when the shipments are in transit, delivery dates to
their sites, and dates of installations.
Please see attached detailed copies of the reports our Project Management Teams sends to
customers and installation subcontractors for installation projects. The reports are building
layouts, list of products, manufacturers; ship dates, freight carriers delivery dates, room
layouts, room by room, and punch list reports We send for small installation orders to large,
new construction projects. If needed, the Project Management Team can work with our Data
Analysts Team for various other types of ad hoc reports at the request of our customers.
#13
Describe any return or
restocking fees.
• Refund Policy
• A manufacturer’s return authorization is required before refunds or credits are
finalized.
• Restocking fees will be charged in accordance with the Original Manufacturer’s
Warranty and Return policy or a minimum of 20%. School Specialty may waive
restocking fees on an order-by-order basis.
• Customer may also be required to pay the cost of return shipping.
• If the item is defective, it may be covered under a manufacturer warranty however a
manufacturer return authorization is required and all return requests for defective
products are administered based on the Original Manufacturer’s Warranty Policy,
subject to the rules of the manufacturer.
• Custom Furniture Returns
Custom designed furniture built to customers ’specifications maybe nonreturnable unless it
is defective or not built to your specifications. This may include products made to order with
nonstandard fabrics, laminates, wood finishes, paint finishes, changes in dimensions or
other alterations which deviate from the manufacturer standard design or offerings.
• Cancellation of Furniture Orders
• If a customer place an order for a custom item, and cancel it after 48 hours,
they may be charged 30% of the order cost for those items. School Specialty
may waive restocking fees on an order-by-order basis.
• To request a return, customers follow these easy steps:
• Contact Customer Care at 1-888-388-3224 or submit a request to School Specialty
within 30 days of shipment to request an authorization number. Product returned
without authorization, additional items not part of the original authorization, or
products arriving in an unsellable condition will not be eligible for credit and
products will not be shipped back to the customer.
• Repack items in the original shipping carton.
• Include a copy of the packing list, invoice, and details about what items are
returning.
• Include order and purchase order numbers for proper credit.
• Note: For installation orders, customers contact our Project Management Team who will
work directly with them to facilitate these services. If the returns are within the individual
manufacturers’ warranties, new product will be replaced at no charge including shipping
and installation services which also includes pick-up of old product at no charge by our
installation subcontractors.
#15
Verification of Contract Pricing
We load contract pricing on each customers’ individual account
within our computer system. By loading the contracted pricing on
customers’ accounts, our system generates the correct pricing. We
also provide customers with the manufacturers’ MSRP price lists
along with a “Discount Summary Sheet” that lists their discounts by
manufacturer per pricing tier. This sheet also explains freight are
included in their discounts and the installation price range. By
reviewing the sheet, customers can verify and confirm they’re
receiving the correct contract pricing. For customers who have web
accounts, we can place the discounts and MSRP price lists on their
landing page as well to verify their pricing.
Our Sales Team, Contract Team, and Quotes team will receive
extensive contract training to fully understand the terms, conditions,
and pricing that’s contained in the Master Agreement. These teams
can also provide pricing verification whenever asked by customers.
The teams have access to the customers’ accounts within our
computer system and can quickly verify the information.
#21
Describe experience with Prevailing
Wage and Bacon-Davis.
School Specialty has extensive prevailing wage and Davis-Bacon Act
experience and knowledge. Nationally, we’ve provided furniture &
equipment products and related installation services since 1993;
therefore, we had to continually grow our knowledge in both areas.
Our internal Strategic Quotes Team, Bid Team, and our Contracts
team are well versed in both areas. Our team members understand
the local and state regulations of the states they are responsible for
along with the federal mandates of the Bacon-Davis Act. When
projects require prevailing wage, when working with our installers
during the quoting phase, we communicate to them the jobs has this
requirement.
When needed, we interact with our installation subcontractors
regarding modifications to regulations in their markets. When
projects require our Project Management team to provide prevailing
wage documents for specific projects, I.E., certified payrolls forms,
we work with the installers to ensure the documents are correct and
reported to the school district, general contractor, etc. in a timely
manner.
We also have an attorney on staff whose firm can provide guidance
and assistance if needed
#28
Emergency Orders
For emergency orders, customers contact our Customer Care
department directly at (888) 388-3224. Our Customer Care Team will
quickly process the orders while on the telephone with the customers
and will submit purchase orders to the manufacturers (our goal is to
submit the orders to our manufacturers the same day). We will
contact the manufacturers to confirm how quickly they can ship the
products and request they place an emergency order and bypass
their standard lead times.
School Specialty has our own proprietary brand of items, Classroom
Select and Childcraft that have quick ship programs. While on the
telephone with the customers, our Customer Care team will advise
them of these items, and if they would like to place an order for them
(a few items can ship within 24 hours, others within 1 – 2 weeks
depending upon the item).
Several of our manufacturing partners have seasonal or year-round
quick ship programs as well. We also provide customers with their
quick ship programs.
We do not change our discounts for emergency orders; however, if
overnight shipping is required, we may apply a charge for this
service. On an order-by-order basis, we may waive the expedited
shipping charge.
#32
Describe Offeror’s return and
restocking policy.
• Refund Policy
• A manufacturer’s return authorization is required before refunds or credits are
finalized.
• Restocking fees will be charged in accordance with the Original Manufacturer’s
Warranty and Return policy or a minimum of 20%. School Specialty may waive
restocking fees on an order-by-order basis.
• Customer may also be required to pay the cost of return shipping.
• If the item is defective, it may be covered under a manufacturer warranty however a
manufacturer return authorization is required and all return requests for defective
products are administered based on the Original Manufacturer’s Warranty Policy,
subject to the rules of the manufacturer.
• Custom Furniture Returns
Custom designed furniture built to customers ’specifications maybe nonreturnable unless it
is defective or not built to your specifications. This may include products made to order with
nonstandard fabrics, laminates, wood finishes, paint finishes, changes in dimensions or
other alterations which deviate from the manufacturer standard design or offerings.
• Cancellation of Furniture Orders
• If a customer place an order for a custom item, and cancel it after 48 hours,
they may be charged 30% of the order cost for those items. School Specialty
may waive restocking fees on an order-by-order basis.
• To request a return, customers follow these easy steps:
• Contact Customer Care at 1-888-388-3224 or submit a request to School Specialty
within 30 days of shipment to request an authorization number. Product returned
without authorization, additional items not part of the original authorization, or
products arriving in an unsellable condition will not be eligible for credit and
products will not be shipped back to the customer.
• Repack items in the original shipping carton.
• Include a copy of the packing list, invoice, and details about what items are
returning.
• Include order and purchase order numbers for proper credit.
• Note: For installation orders, customers contact our Project Management Team who will
work directly with them to facilitate these services. If the returns are within the individual
manufacturers’ warranties, new product will be replaced at no charge including shipping
and installation services which also includes pick-up of old product at no charge by our
installation subcontractors.
#33
Describe Offeror’s ability to meet
service and warranty needs.
School Specialty will honor all manufacturers’ warranty programs and
can extend them on an order-by-order basis. For drop ship orders,
that do not have installation services, customers will contact our
Customer Care team to report the issues, our Care Team will then
issue no charge replacement orders for new product and will have
defective items picked up by one of freight carriers at no charge.
Shipping charges will not apply for new products or existing pick up
of existing defective products as long as they are within warranty
periods (we may waive these charges on an order-by-order basis if
outside warranty timeframe).
For orders with installation services, customers contact their Project
Management Team, and the team will manage the entire process
including entry of replace order, pick up defective merchandise by
one of our installation subcontractors, shipment/installation of new
units all at no charge as long as products are within warranty periods
of the manufactures (we may waive these charges on an order-by-
order basis if outside warranty timeframe).
#34
Describe Offeror’s customer service/problem
resolution process. Include hours of
operation, number of services, etc.
• For dropship, non-installation orders, customers contact our Customer Care
team either by telephone or via the web portal to report issues. Our Care
teams are available Monday through Friday 7:00AM – 6:00PM Central
Standard Time. They may be reached at (888)-388-3224 or via web at
www.schoolspecialty.com.
• Customers can report a wide range of issues including request for order
status, missing/shortage/overage/damage/defective/wrong items, warranty
issues, pricing/invoice discrepancies, product questions, quote requests, and
contract questions.
• Online resources and tools now available 24 hours a day, seven days a
week which makes reporting issues more convenient for our customers. We
also have a “Chat” function will enables customers to communicate with our
Care team via the web within Monday through Friday 7:00AM – 6:00PM
Central Standard Time. Via our web, customers can report the same issues
as they would by telephoning directly into our Care Team.
• Our Customer Care team has a “First Resolution” goal. We strive to resolve
issues on first contact with our customers. If a customer is not satisfied with
our customer care service, they can contact our “Resolution Team” who are
in place to manage issues that have further complaints from customers.
They are very highly skilled, experience team of Care Advocates. If this team
can’t resolve an issue, customers have the option of escalating issues to our
Customer Care Management Team.
• For orders with installation services, our Project Management Team works
directly with the customers to resolve all issues related to their projects.
During the shipping, delivery, and installation phases of each project, our
installation subcontractors will timely report issues to our Project Team so
that we can resolve them as quickly as possible. If issues occur after final
delivery/installation, customers can report issues to their Project
Management team for resolution.
#35
Describe Offeror’s invoicing process. Include payment terms
and acceptable methods of payments. Offerors shall describe
any associated fees pertaining to credit cards/p-cards.
Our invoicing program is called Consolidated Invoicing. For example,
for orders that have multiple manufacturers on one single purchase
order, instead of invoicing per each shipment, our system hold the
invoices and consolidate into a single invoice at the 30-day period
from the initial shipment for all product that shipped during that
period. Thus, SS will present a single invoice for multiple shipments.
For all shipments that may occur after the 30-day period, they will be
invoiced individually with the shipment. All orders that complete prior
to 30 days or ship in one delivery will be invoiced once the order is
complete which may be less than 30 days.
If an end user elects to receive individual invoices for orders that
have multiple manufacturers, we can invoice on a shipment-by-
shipment basis.
We do not invoice before products arrive at the end user locations for
regular dropship orders. For orders requiring installation services, we
only invoice once the products are delivered, installed, and signed-off
by an authorized customer signer. End users can elect to receive
their invoices via three methods: mail, email, or via electronically
(EDI).
Invoice terms are Net 30 unless customers request different terms.
School Specialty accepts check, credit card and ACH payments.
School Specialty does not have any fees associated with using credit
cards/p-cards.
#40
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty, LLC has achieved Platinum status with the Green
Business Bureau.
The company joined the GBB in 2019 and has leveraged the
platform and apps to manage their sustainability initiatives and track
their progress. School Specialty, LLC completed enough initiatives to
reach 400 EcoPoints to earn the GBB Platinum Seal. The
company is committed to protecting the environment, engaging
employees and customers in their sustainability efforts, and saving
money through more efficient operations. They continue to utilize the
GBB framework and online tools to become greener and meet their
sustainability goals.
School Specialty was looking for an opportunity to take small steps
towards becoming a more environmentally friendly organization for
both customers and employees. As a distributor of highly
consumable products, it was important for them to look internally at
what they could, and should, be doing to reduce their large footprint.
Some of the activities which helped School Specialty achieve
Platinum status toward green certification was the creation Green
Teams throughout the company which served as the initial
supporters of greening the business, enlisting and informing all
employees of key activities, assessing where the organization was at
in terms of green efforts and creating programs where employees
can engage in green activities.
Like many organizations, School Specialty and our Project Green
Teams initially focused on low-hanging fruit when the program first
started. Putting focus on changes that include recycling of paper,
adding low water flow censors, changing out paper cups in the
cafeterias to ceramic, ensuring that all cleaning supplies are green.
After a bit of time the teams have started to tackle some of the long-
term goals that include:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Implementing virtual office spaces
• Utilizing productivity tools like Microsoft Teams for meetings to
reduce travel and the carbon footprint
• Replacing employee water coolers with zero bottle coolers
• Upgrading office lighting to LED
• Working to make office and distribution spaces Zero Waste
School Specialty is committed to protecting and preserving the
earth’s natural resources. To carry out this commitment, we:
• Assist our customers with their green initiatives, promoting
environmentally friendly processes that will save money while
saving the planet.
• Minimize the creation of waste by encouraging and promoting
reduction, reuse and recycling in all of our activities.
• Conserve natural resources by reducing our consumption of
energy and water.
• Strive to increase the quantity and types of products with post-
consumer recycled content that we both use in our daily
operations and sell to our customers.
• Source and promote environmentally friendly products for
purchase by our customers.
• Encourage the protection of endangered forests by using
paper, cartons, pallets and the like produced with fiber from
sustainably managed forests.
• Ensure compliance with both the letter and the intent of all
applicable environmental laws and regulations.
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty has invested resources in 3 areas as part of our
commitment to preserving and protecting the environment. These
areas include catalog marketing and distribution, office and
distribution center operations and merchandising. An overview of
each follows:
Catalog Marketing, Distribution & Circulation:
School Specialty has partnered with LSC Communications, a leading
provider of print communications for the printing of our catalogs.
LSC’s sustainability approach is reflected in a variety of practices
across four categories.
• Resource Efficiency – identify, measure and continuously
improve efficiencies associated with consumption and use of
energy, raw materials, water and other resources.
• Green Procurement – they extend their influence across the
breath of the supply chain by encouraging sustainable
practices among suppliers and enabling them for customers.
• Reduce, Reuse, Recycle – everyday actions taking place in
manufacturing, administrative and service facilities.
• Stewardship – striving to learn and share best practices
through education, communication and demonstration.
LSC has been recognized by Corporate Responsibility Officer
Magazine (CRO) as one of the 10 Best Corporate Citizens in its
Media category, and they have been named multiple times on the
Down Jones Sustainability Index (DJSI).
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
Office and Distribution Center Operations
• All offices and distribution centers are required to recycle all
aluminum, paper, plastic, and glass.
• Distribution center recycle all undamaged inbound cartons,
corrugate and pallets.
• All purchased corrugate contains a minimum of 60% post-
consumer recycled content.
• We do not accept any paper or corrugate that is sourced from
forests that have been identified as endangered or “old
growth” forests.
• Corrugate suppliers must obtain their fiber from forests
managed under a credible forest certification scheme
wherever possible or have procurement systems that are third
party certified. We recognize the following certification
schemes as credible: Sustainable Forestry Initiative (SFI),
Forest Stewardship Council (FSC), Canadian Standards
Association (CSA), Pan- European Forestry Certification
(PEFC), and the American Tree Farm System (ATFS).
• School Specialty has been pursuing energy efficient upgrades
at all of our facilities including environmental improvements in
lighting mechanical systems (including boilers, HVAC, motors),
programmable thermostats and lighting controls.
School Specialty’s entire Merchandising Team (VP, Directors,
Category Managers, and Merchandise Managers) is focused on
working with suppliers to improve our products and the impact
on the environment. Every supplier is required to provide
information on their products/company, including:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Green Seal certification
• Recycled product and content of material
• Certification of wood sourcing
• Participation in Leadership and Energy & Environmental
Design
This information is utilized to make Approved Supplier/Approved
Item decisions on an everyday basis
At School Specialty we are proud of our efforts and
accomplishments in environmental stewardship, and we
recognize that they are just a start. Each day we learn more
about what we can do to improve and enhance our efforts to
protect and preserve our environment for the benefit of
generations to come.
Improving on our green strategy is a never-ending process.
School Specialty deems at least 10% of its Core Products
environmentally preferable, which includes products that are:
• Made from recycled materials.
• Green Seal certified.
• Energy Star rated.
• Energy efficient, non-toxic, or biodegradable
• Green-Label certified to improve indoor air quality.
• SCS (Scientific Certification Systems) certified.
• FSC (Forest Stewardship Council) trademarked.
#41
Describe any social diversity
initiatives.
School Specialty acknowledges and fully embraces diversity
participation programs. We are committed to working with and
continually adding certified diversity vendor partners to our supply
chain for product and services. We’re actively pursuing new supply
and service partners that hold these certifications.
Our many years of contracting with diversity partners has given us
the experience and ability to build an engagement process that
exceeds minimum requirements and compliance. We attend and
participate in most national and regional conferences of WBENC and
NMSDC organizations annually. School Specialty’s process begins
with the utilization of databases of both the NMSDC and WBENC to
source certified businesses in many business verticals. We then
began the due diligence process of business validation and
capabilities measurements. Once this step is completed, we then
match our requirements and business standards with our prospective
partners. We utilize the client’s Master Service Agreement to add
third party provided services with a defined Scope of work with the
named third party. The pricing to our client is not affected as our
internal profitability is a shared model with the third party.
15
#42
Provide example(s) of general guidance on
executing strategies for successful adoption
of new polices, processes and procedures.
School Specialty has a full-time Program Management staff
responsible for change management that involves executing and
implementing new policies, processes, and procedures. They are
responsible for creating content, documentation, training, and roll-out
of new policies or procedures.
Successful adoption of new policies, processes, and procedures
hinges on a multi-faceted approach. Building buy-in from the outset
is crucial. The School Specialty Program Management team starts by
engaging stakeholders early, clearly communicating the "why" behind
the changes, and ensuring everyone has access to clear, concise
documentation through our intranet and for customers our help site.
If the change is significant, we rollout changes by tailoring training to
specific roles and offering it in various formats. Furthermore, we offer
ongoing support through dedicated resources and feedback
mechanisms to foster a culture of continuous improvement. By
implementing these strategies and tailoring them to the specific
context, we increase the chances of successful adoption.
The Program Management team follows this process for change
management related to both our internal and external customers.
The process has a wide range from implementation of new systems
to rolling out new sales processes and much more.
#43
Provide a brief history of the Offeror, including
year it was established and corporate office
location.
Since 1959, School Specialty® has been a leading provider of
educational products and services for the infant through 12th grade
market in the U.S and Canada. The company designs,
manufactures, and distributes solutions including furniture &
equipment, educational technology as well as a broad selection of
everything else a school needs for their buildings and grounds.
These include trusted national brands, as well as well-recognized
proprietary Brands such as Classroom Select® furniture, Childcraft®
early learning materials and furniture, Snoezelen® sensory furniture
and equipment, and FOSS Science Curriculum. We also provide
expert guidance, design services and professional development
within the categories we support.
At our core, we are a purpose-driven organization. Everything we
offer, from crayons to curriculum to complete learning environments,
is designed to support educators, raise student outcomes and
ultimately, transform more than classrooms.
Our corporate headquarters is located at W6316 Design Drive
Greenville, WI 54942.
#44
Describe Offeror’s reputation
in the marketplace
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. We’re the nation’s largest K-12 provider of educational
supplies, furniture and equipment and related services. With our
breadth of products and services, we are widely known as an
outstanding company that customers continuously want to partner
with for their furniture needs. They appreciate the best-in-class
products and services we offer that helps their educators to provide
learning environments that meet and exceed the expectations of
their students and communities.
We rely on our field sales representatives as the face of our
company to represent us well with our customers which they do daily,
and customers have demonstrated this by repeatedly placing their
furniture needs with School Specialty. We rely on all of our
associates regardless of what department they work in to commit to
teamwork, professionalism, mutual trust, and **Only 1,000
characters, stops here respect to help achieve absolute customer
satisfaction.
We believe our company brands (Abilitations, Achieve it!, Califone,
Childcraft, Classroom Select, Delta Education, Flaghouse, Foss,
Frey Scientific,Kits for Kidz, Projects by Design, Sax, schoolkids,
School Smart, Snoezelen, and Sportime hold the leading market
positions in their respective categories. We have also solidified this
leading market position by acquiring companies that have expanded
our geographic presence and product offering. The critical mass we
have achieved allows us to benefit from increased buying power
while leveraging our national distribution network and sales force to
operate more efficiently.
#45
Describe Offeror’s reputation of products and
services in the marketplace.
School Specialty LLC (SSL) is the largest, and only, national U.S.
distributor of non-textbook educational supplies and furniture for
students’ pre-kindergarten through grade 12. We are a leading
education company that provides products, programs, and services
that help educators engage and inspire students.
SSL is a corporation organized under the laws of the State of
Delaware and has been in business since 1959. We have the largest
and most sophisticated distribution network among our direct
competitors with hundreds of manufacturers along with our own
proprietary furniture lines, Classroom Select, Childcraft and our third
proprietary brand of sensory products, Snoezelen, which we added
back in 2023. We are still seven times larger than our next closest
competitor in the school market.
Through our combined family of companies and acquisitions, School
Specialty, Inc. has over 100 years of experience in providing
teaching aids and classroom furniture to the educational community.
**Only 1,000 characters, stops here We provide a comprehensive
offering of high-quality products and related services nationally.
Some of these categories include science, art, reading & literacy,
early childhood, life skills, physical education and health, special
learning needs, visual media, furniture, and equipment including
sensory items, instructional materials, library related products, and
many other classroom essentials. We offer over 100,000 products to
more than 110,000 schools throughout the United States & Canada.
We recognize that educational procurement decisions are made by
administrators at the district and school levels, and by teachers and
curriculum specialists at the classroom level. As a result, we have
created an innovative multi-channel sales and marketing strategy
enabling us to market our products to the various levels of buyers
within the education market.
#45 CONTINUED
Describe Offeror’s reputation of products and
services in the marketplace.
The "traditional" or "top down" approach targets school districts and
school administrators through our traditional sales force.
We believe our proprietary brands hold the leading market position in
their respective categories. We have also solidified this leading
market position by acquiring companies that have expanded our
geographic presence and product offering. The critical mass we have
achieved allows us to benefit from increased buying power while
leveraging our national distribution network and sales force to
operate more efficiently.
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. With this growth come opportunities for all School
Specialty associates. The company relies on its associates to commit
to the teamwork, professionalism, and mutual trust and respect it
takes to achieve absolute customer satisfaction.
#46
Describe the experience and
qualifications of key employees.
• Greg Harbaugh, Vice-President National Contracts & Strategic Accounts -
Greg.Harbaugh@SchoolSpecialty.com
Greg has over 20 years of experience working in the education market
managing and designing national, state, and regional cooperative contracts. He
has led School Specialty’s national contracts team for more than ten years
implementing standards that have help contracts growth throughout his tenure
as the leader of the team.
Greg is also responsible for request for proposals from qualification to
composition and implementation. Greg has also received Region of the Year
award for highest growth percentage.
• Helen Schleis, Director Contracts & Cooperatives, East Region -
Helen.Schleis@SchoolSpecialty.com
Helen has been with School Specialty for over 18 years in various roles
including merchandising, marketing, and product management before moving
into Contracts 10 years ago. She has over 20 years in the Education industry
in sales and marketing and currently works with the School Specialty sales
team for the Eastern half of the country to understand contract utilization and
strategy and grow contract revenue in accounts.
• Belkys Quintana, Director Contracts & Cooperatives, West Region -
Belkys.Quintana@SchoolSpecialty.com
Belkys has been with School Specialty for over 6 years working on
cooperatives and contracts. She has over 20 years in both the Education &
Hospitality industries in sales, marketing, and contracts. Currently, she works
with the School Specialty sales team for the Western half of the country
promoting and training contracts utilization and strategy to help grow sales
revenue.
21
#46 CONTINUED
Describe the experience and
qualifications of key employees.
• Wade Seeley, Director Learning Environment Sales, West Region -
Wade.Seeley@SchoolSpecialty.com
With 20 years of experience in learning environments, including 17+ years at
School Specialty, Wade brings unrivaled expertise and a true passion for
guiding his team in developing breakthrough strategies and innovative
solutions for the schools and districts they serve. Wade has extensive
experience working with educators, which gives him a deep understanding of
the challenges they face and the goals they strive for. He is able to leverage his
comprehensive knowledge of the School Specialty offering of products,
services and resources to tailor the very best solutions for their unique needs.
Over his career, Wade has also built strong relationships with both the architect
and design community and manufacturers, making him a valuable partner to all
stakeholders. Wade worked as a Projects by Design Specialist, Regional Sales
Manager, and Market Development Manager at School Specialty for 15+ years.
He then served as a Regional Sales Director and MiEN Environments and a
Project Sales Manager at MooreCo before returning to School Specialty as the
Director of Learning Environment Sales, inspired by the opportunity to help
“transform more than classrooms.”
• Dan Carl, Director Learning Environment Sales, East Region -
Dan.Carl@SchoolSpecialty.com
With 28 years of experience in learning environments, including 9 years at
School Specialty, Dan brings a true passion for working across School
Specialty teams helping to develop education industry knowledge. Dan has
extensive experience working with educators and key stakeholders, which
gives him a deep understanding of the challenges they face and the goals they
strive for. He is able to leverage his comprehensive knowledge of the School
Specialty offering of products, services and resources to tailor the very best
solutions for their unique needs.
During his time at SSL, Dan worked as a Market Development Manager,
Business Development Manager for Classroom Select and Childcraft, and now
the Director of Learning Environment, Sales. Prior to coming to SSL, Dan
worked for the Education Furniture Manufacturer- Artco-Bell and for a family-
owned furniture dealer in Pennsylvania. Knowing that education is
foundational and that learning environments can impact student achievement,
Dan remains inspired by all SSL team members to help educators “transform
more than classrooms.”
22
#51
Value Add
• Professional Development - Professional Development is
available in multiple formats to fit the individual needs of you and
your educators. Live or recorded webinars, in-person half and full-
day sessions, we can design something specifically for you.
General topics are available for all categories. These include, but
are not limited to: Sunlight, Shimmer and Shadow as Art
Techniques, Integrating STEAM, How to Create a Makerspace in
Your School, Including Sensory Solutions in the Classroom,
Understanding Sensory Processing as Part of Universal Design,
10 Terrific Tips to Promote Good Fine Motor Skills, Nutrition
Education, Proven Strategies for Making PE Fun, Engaging &
Meaningful, PE Strategies for a Quality Program, Modular
Robotics: Constructing Explanations and Designing Solutions at K-
8, Adapted Art/ Inclusive Art, Community of Artists.
• Projects by Design (PbD) – is our turnkey, collaborative and
complimentary service designed to help customers with their new
construction, large renovation projects. We work with the school
districts from initial discovery to final installation and beyond. Our
PbD program is a no cost, free service offered to our customers to
help them navigate easily and more efficiently with their larger
projects. Please see the attached Project Approach information
that provide more detail regarding our approach to projects. We
also utilize elements of the program for small, daily transactional
orders requiring installation and project management services.
• On a project-by-project basis, we can provide furniture inventory service
which includes evaluation and grading of existing furniture. Detailed
inventory reports by furniture type and condition are provided along with
replacement options and estimated costs. This service allows districts
to determine furniture replacement budgets and timelines. This service
is negotiated based on current market labor rates, needs, and is
typically non prevailing wage. The user agency and School Specialty
shall agree to the terms and final cost.
#51 CONTINUED
Value Add
• Design Services – We offer free design services regardless of if
the members projects are small or large. We offer 2D, 3D,
renderings, and space planning, and lab planning for all areas of
the K-12 learning environment.
• Concierge Order Services – for customers’ furniture purchase
orders that are $12,000 or greater, and do not require installation
or project management services, School Specialty now has a
program called “Concierge Order Management.” Our Concierge
Project Management Teams manage the orders from order entry to
final delivery. Our team will enter the orders, proactively provide
shipping reports to the customers, resolve any service-related
issues, and answer any questions related to the concierge orders.
In 2023, the Concierge Project Management team managed 2,051,
and our customers greatly appreciated this new program as they
did not have to call into Customer Care asking for ship dates or to
report service issues. They had one point of contact on the
Concierge team who worked with them directly.
• Delivery Services – All customers receive free, no charge inside
delivery and lift gate services.
• Sensory Rooms – School Specialty can create Sensory Rooms
for Special Education classrooms utilizing product from our
proprietary brand, Flaghouse. Because each child with special
needs has different needs, the products in a sensory room can
vary which means they may need to be customized in
manufacturing; thus, the items are not on a product list. The school
district can contact their local School Specialty sales
representative for product selection and pricing.
• Achieve It! – Achieve It! is our new instructional solutions brand
with resources in math, English language arts, and more. These
tools are designed to light the spark that lets all learners shine to
their full ability. Indianapolis PS can contact Jennifer McBride for
more details.
#52
Value Add
As part of the value-add product offering, we can provide stage
curtains through one of our manufacturing partners, Luxout Products.
Luxout Products is a manufacturer of custom stage curtains who also
perform installation services for their product line. We’re requesting
to add Luxout products under the furniture scope of “Related
Products, Support Services and Solutions. We believe including
Luxout as a “Value Added’ company will enhance and add value to
the contract through their ability to produce and install custom stage
curtains for OMNIA members.
School Specialty is an authorized dealer of Luxout product (please
see dealer letter of authorization). Nationally, we’ve have partnered
with them on custom stage curtains since 2010. Luxout includes cost
of products, shipping, and installation as part of their scope of
services for School Specialty’s stage curtain projects. For additional
information on Luxout and their offering, please visit their website at
https://www.luxout.com/. As each stage curtain project is consider
custom and unique to each opportunity, Luxout does not published a
MSRP Price List (they provide quotes for each project).
#76
Describe how supplier differentiates
itself from its competitors.
• School Specialty offers a deep portfolio encompassing all the categories of
product noted in this response. We merchandise a collection of the nation's
leading educational products, including both proprietary and national brands.
We offer an efficient method for large districts to provide both the access and
availability to support classroom needs. School Specialty offers a wealth of
services specifically tailored to meet the requirements and demands of
public schools. We have a dedicated team of local sales representatives in
specific areas field project managers that we are prepared to assign
additional resources wherever necessary. We believe we are a strong
partner to our customers.
• School Specialty offers its products and services through two operating
groups: Learning Environments and Education Essentials and Accelerated
Learning.
• The Educational Resources Group provides the industry’s broadest range
and deepest assortment of everyday consumables, instructional products
and services to educators in the PreK-12 market. Its offerings include basic
school supplies, supplemental learning products, teaching resources,
physical education equipment, art supplies, classroom equipment and
furniture. Educational Resources’ products include both national brands and
proprietary branded product. The group’s well-known proprietary brands
Childcraft®, Sax® Arts & Crafts, Califone®, Premier Agendas , Classroom
Select®, Sportime®, Abilitations®, School Smart®, and Projects by
Design®, and Snoezelen®.
• The Accelerated Learning Group provides standards-based curriculum
products, supplemental curriculum materials, instructional programs and
student assessment tools. Its offerings are both comprehensive and targeted
to address specific learning needs, drive improved student performance,
engage learners and accelerate the learning process. A team of more than
60 product development associates create and work with an impressive
stable of outside developers, authors, co-publishing strategic partners and
consultants to develop educational products and solutions that satisfy
curriculum standards and improve classroom teaching effectiveness.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• The Accelerated Learning Group’s product lines primarily support the subject
areas of science, reading and math intervention, planning and student
development, and coordinated school health. Well-known product brands
include Delta Education®, FOSS®, CPO Science , Frey Scientific®,
Educator’s Publishing Service®, Academy of Reading®, Academy of Math®,
Wordly Wise 3000®, Explode the Code®, ThinkMath , Making
Connections®, S.P.I.R.E.®, Coach Digital, and EPS® E.P.I.C. .
• Their ability to provide these offerings across a broad range of educational
categories and a suite of value-added professional services that helps save
school administrators’ time and money by aggregating school purchases,
providing solutions for supply chain issues and back-to-school logistics, and
offering construction management services.
• School Specialty has 158 field salespersons nationally, and 56 inside sales
representatives who have their individual territories. To help support our
sales team with quoting responsibilities, we have a team of 25 Quote
Specialists who assist them with pricing and related requests.
• We have our own internal Marketing Department who work with various
departments including our sales and internal teams to produce and publish
professional marketing programs and materials.
• Our Program Management and Sales Operations teams are responsible for
ensuring our sales and operations teams are fully trained on new and
revised policies, processes, and procedures.
• School Specialty has a full-time staff of Merchandising Managers who are
responsible for sourcing products and manufacturers. They also hold our
manufacturing partners responsible for meeting an expecting our
expectations by working with them on ensuring they product high quality
items and timely shipment of our orders.
• No other competitor can offer as large of network of installation subcontract
partners. School Specialty has 1,007 partners nationally.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• School Specialty has 18 Senior Interior Designers on staff who provide
design services for our customers national. No other competitor has the
number of designers on staff that can match the experience and
qualifications of our Designers.
• Concierge Order Services – for customers’ furniture purchase orders that are
$12,000 or greater, and do not require installation or project management
services, School Specialty now has a program called “Concierge Order
Management.” Our Concierge Project Management Teams manage the
orders from order entry to final delivery. Our team will enter the orders,
proactively provide shipping reports to the customers, resolve any service-
related issues, and answer any questions related to the concierge orders. In
2023, the Concierge Project Management team managed 2,051, and our
customers greatly appreciated this new program as they did not have to call
into Customer Care asking for ship dates or to report service issues. They
had one point of contact on the Concierge team who worked with them
directly.
• Delivery Services – All customers receive free, no charge inside delivery and
lift gate services.
#35
Describe Offeror’s invoicing process. Include payment terms
and acceptable methods of payments. Offerors shall describe
any associated fees pertaining to credit cards/p-cards.
Our invoicing program is called Consolidated Invoicing. For example,
for orders that have multiple manufacturers on one single purchase
order, instead of invoicing per each shipment, our system hold the
invoices and consolidate into a single invoice at the 30-day period
from the initial shipment for all product that shipped during that
period. Thus, SS will present a single invoice for multiple shipments.
For all shipments that may occur after the 30-day period, they will be
invoiced individually with the shipment. All orders that complete prior
to 30 days or ship in one delivery will be invoiced once the order is
complete which may be less than 30 days.
If an end user elects to receive individual invoices for orders that
have multiple manufacturers, we can invoice on a shipment-by-
shipment basis.
We do not invoice before products arrive at the end user locations for
regular dropship orders. For orders requiring installation services, we
only invoice once the products are delivered, installed, and signed-off
by an authorized customer signer. End users can elect to receive
their invoices via three methods: mail, email, or via electronically
(EDI).
Invoice terms are Net 30 unless customers request different terms.
School Specialty accepts check, credit card and ACH payments.
School Specialty does not have any fees associated with using credit
cards/p-cards.
Consolidated Financial Statements and
Report of Independent Certified Public
Accountants
SSI Parent, LLC and Subsidiaries
For the Fiscal Years Ended December 30, 2023
and December 31, 2022
Contents Page
Report of Independent Certified Public Accountants 3
Consolidated Financial Statements
Consolidated balance sheets 5
Consolidated statements of comprehensive income 6
Consolidated statements of members' equity 7
Consolidated statements of cash flows 8
Notes to consolidated financial statements 9
GRANT THORNTON LLP
REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS
100 E. Wisconsin Ave., Suite 2100
Milwaukee, WI 53202
D +1 414 289 8200
F +1 414 289 9910
Board of Managers
SSI Parent, LLC
Opinion
We have audited the consolidated financial statements of SSI Parent, LLC and
subsidiaries (the “Company”), which comprise the consolidated balance sheets as of
December 30, 2023 and December 31, 2022, and the related consolidated
statements of comprehensive income, members’ equity, and cash flows for the years
then ended, and the related notes to the financial statements.
In our opinion, the accompanying consolidated financial statements present fairly, in
all material respects, the financial position of the Company as of December 30, 2023
and December 31, 2022, and the results of its operations and its cash flows for the
years then ended in accordance with accounting principles generally accepted in the
United States of America.
Basis for opinion
We conducted our audits of the consolidated financial statements in accordance with
auditing standards generally accepted in the United States of America (US GAAS).
Our responsibilities under those standards are further described in the Auditor’s
Responsibilities for the Audit of the Financial Statements section of our report. We are
required to be independent of the Company and to meet our other ethical
responsibilities in accordance with the relevant ethical requirements relating to our
audits. We believe that the audit evidence we have obtained is sufficient and
appropriate to provide a basis for our audit opinion.
Responsibilities of management for the financial statements
Management is responsible for the preparation and fair presentation of the
consolidated financial statements in accordance with accounting principles generally
accepted in the United States of America, and for the design, implementation, and
maintenance of internal control relevant to the preparation and fair presentation of
consolidated financial statements that are free from material misstatement, whether
due to fraud or error.
In preparing the consolidated financial statements, management is required to
evaluate whether there are conditions or events, considered in the aggregate, that
raise substantial doubt about the Company’s ability to continue as a going concern for
one year after the date the financial statements are issued.
GT.COM Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and each of its member firms
are separate legal entities and are not a worldwide partnership.
Auditor’s responsibilities for the audit of the financial statements
Our objectives are to obtain reasonable assurance about whether the consolidated
financial statements as a whole are free from material misstatement, whether due to
fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable
assurance is a high level of assurance but is not absolute assurance and therefore is
not a guarantee that an audit conducted in accordance with US GAAS will always
detect a material misstatement when it exists. The risk of not detecting a material
misstatement resulting from fraud is higher than for one resulting from error, as fraud
may involve collusion, forgery, intentional omissions, misrepresentations, or the
override of internal control. Misstatements are considered material if there is a
substantial likelihood that, individually or in the aggregate, they would influence the
judgment made by a reasonable user based on the consolidated financial statements.
In performing an audit in accordance with US GAAS, we:
Exercise professional judgment and maintain professional skepticism throughout
the audit.
Identify and assess the risks of material misstatement of the consolidated
financial statements, whether due to fraud or error, and design and perform audit
procedures responsive to those risks. Such procedures include examining, on a
test basis, evidence regarding the amounts and disclosures in the financial
statements.
Obtain an understanding of internal control relevant to the audit in order to design
audit procedures that are appropriate in the circumstances, but not for the
purpose of expressing an opinion on the effectiveness of the Company’s internal
control. Accordingly, no such opinion is expressed.
Evaluate the appropriateness of accounting policies used and the
reasonableness of significant accounting estimates made by management, as
well as evaluate the overall presentation of the consolidated financial statements.
Conclude whether, in our judgment, there are conditions or events, considered in
the aggregate, that raise substantial doubt about the Company’s ability to
continue as a going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding,
among other matters, the planned scope and timing of the audit, significant audit
findings, and certain internal control-related matters that we identified during the audit.
Milwaukee, Wisconsin
March 6, 2024
SSI Parent, LLC and its Subsidiaries
CONSOLIDATED BALANCE SHEETS
(In thousands)
December 30, December 31,
2023 2022
ASSETS
Current assets
Cash $ 8,328 $ 4,400
Accounts receivable, net 85,473 94,420
Inventories, net 97,057 106,202
Prepaid expenses and other current assets 13,684 18,662
Assets - discontinued operations - 20,360
Total current assets 204,542 244,044
Property, plant and equipment, net 33,361 21,114
Goodwill, net 7,989 4,279
Intangible assets, net 613 -
Operating lease right-of-use asset 15,675 9,087
Development costs and other assets, net 6,304 5,667
Deferred taxes long-term 260 254
Total assets $ 268,744 $ 284,445
LIABILITIES AND MEMBERS' EQUITY
Current liabilities
Current maturities of long-term debt $ 3,964 $ 18,516
Current operating lease liability 4,914 4,672
Accounts payable 38,672 58,634
Accrued compensation 11,127 16,551
Contract liabilities 10,140 9,069
Accrued royalties 1,573 1,322
Other accrued liabilities 11,369 12,443
Liabilities - discontinued operations - 7,815
Total current liabilities 81,759 129,022
Long-term debt less current maturities 21,186 112,610
Long-term operating lease liability 12,209 3,833
Total liabilities 115,154 245,465
Members' equity
Class A preferred units 25,000 25,000
Class B preferred units 3,851 3,851
Common units 201 201
Accumulated other comprehensive income 80 (83)
Accumulated earnings 124,458 10,011
Total members' equity 153,590 38,980
Total liabilities and members' equity $ 268,744 $ 284,445
The accompanying notes are an integral part of these consolidated financial statements.
5
SSI Parent, LLC and its Subsidiaries
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME
(In thousands)
For the Fiscal For the Fiscal
Year Ended Year Ended
December 30, December 31,
2023 2022
Revenues $ 697,677 $ 690,847
Cost of revenues 452,158 477,000
Gross profit 245,519 213,847
Selling, general and administrative expenses 243,042 201,549
Operating income 2,477 12,298
Other (expense) income
Interest expense (9,808) (13,541)
Loss on extinguishment of debt (1,234) -
Income from discontinued operations 1,662 28,872
Gain on sale of discontinued operations 179,275 -
Income before provision for income taxes 172,372 27,629
Provision for income taxes 844 261
NET INCOME 171,528 27,368
Other comprehensive income
Foreign currency translation adjustments 163 (110)
Total comprehensive income $ 171,691 $ 27,258
The accompanying notes are an integral part of these consolidated financial statements.
6
SSI Parent, LLC and its Subsidiaries
CONSOLIDATED STATEMENTS OF MEMBERS’ EQUITY
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(In thousands)
Accumulated
Class A Class B Accumulated Other Total
Common Preferred Preferred Earnings Comprehensive Members'
Units Units Units (Deficit) Income Equity
Balance, December 25, 2021 $ 201 $ 25,000 $ 3,851 $ (5,844) $ 27 $ 23,235
Net income - - - 27,368 - 27,368
Foreign currency translation adjustment - - - - (110) (110)
Distributions to equity holders - - - (11,513) - (11,513)
Balance, December 31, 2022 201 25,000 3,851 10,011 (83) 38,980
Net income - - - 171,528 - 171,528
Foreign currency translation adjustment - - - - 163 163
Distributions to equity holders - - - (57,081) - (57,081)
Balance, December 30, 2023 $ 201 $ 25,000 $ 3,851 $ 124,458 $ 80 $ 153,590
The accompanying notes are an integral part of these consolidated financial statements.
7
SSI Parent, LLC and its Subsidiaries
CONSOLIDATED STATEMENTS OF CASH FLOWS
(In thousands)
For the Fiscal For the Fiscal
Year Ended Year Ended
December 30, December 31,
2023 2022
Cash flows from operating activities:
Net income $ 171,528 $ 27,368
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization expense 10,133 5,456
Amortization of development costs 118 259
Unrealized foreign exchange (gain) loss (144) 26
Amortization of debt fees and other 446 774
Loss on extinguishment of debt 1,234 -
Deferred taxes (6) 130
Gain on disposal of discontinued operations (179,275) -
Changes in current assets and liabilities:
Accounts receivable 14,814 9,473
Inventories 13,406 (24,044)
Prepaid expenses and other current assets 5,985 6,285
Accounts payable (23,993) 17,526
Accrued liabilities (9,896) (1,518)
Operating lease right-of-use assets and lease liabilities, net 2,030 664
Net cash provided by operating activities 6,380 42,399
Cash flows from investing activities:
Additions to property, plant and equipment (19,988) (12,362)
Investment in product development costs (1,949) (3,861)
Cash paid in acquisitions, net of cash acquired (9,846) (5,873)
Proceeds from disposal of discontinued operations 192,819 -
Net cash provided by (used in) investing activities 161,036 (22,096)
Cash flows from financing activities:
Proceeds from bank borrowings 690,132 764,071
Repayment of bank borrowings (796,384) (769,463)
Distributions to equity holders (57,081) (11,513)
Payment of debt fees and other (210) (933)
Net cash used in financing activities (163,543) (17,838)
Effect of exchange rate changes on cash 55 (246)
NET INCREASE IN CASH 3,928 2,219
Cash, beginning of period 4,400 2,181
Cash, end of period $ 8,328 $ 4,400
Supplemental disclosures of cash flow information:
Interest paid $ 9,362 $ 12,767
Non-cash investing activity:
Right-of-use assets acquired through lease liabilities 13,616 2,456
Additions to property, plant and equipment in accounts payable 1,400 -
The accompanying notes are an integral part of these consolidated financial statements.
8
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
NOTE 1 - ORGANIZATION AND BASIS OF PRESENTATION
SSI Parent, LLC and Subsidiaries (the “Company”) is a leading provider of supplies, furniture, technology
products and curriculum solutions to the education marketplace, with operations in the United States,
Canada and the United Kingdom. The Company primarily serves the pre-kindergarten through twelfth grade
(“PreK-12”) market, and also sells through non-traditional channels, such as e-commerce in conjunction
with e-tail and retail relationships.
The accompanying consolidated financial statements and related notes to consolidated financial
statements are prepared in conformity with accounting principles generally accepted in the United States
of America (“U.S. GAAP”), and include the accounts of SSI Parent, LLC and all of its subsidiaries. All
amounts in the accompanying consolidated financial statements and related notes to the consolidated
financial statements are expressed in thousands. All inter-company accounts and transactions have been
eliminated.
As a Delaware Limited Liability Company (“LLC”), the members’ liability is limited as set forth in the
Delaware LLC Act (“Act”) and other applicable law. If a member receives a distribution or the return, in
whole or in part, of its capital contribution, it will be liable to the Company only to the extent provided by the
Act. The member shall not be required to make any further or additional contribution to the Company or to
lend or advance funds to the Company for any purpose.
NOTE 2 - BUSINESS COMBINATIONS
Flaghouse, LLC
School Specialty, LLC (“SSL”), a wholly-owned subsidiary of the Company, completed the acquisition of
the equity of Flaghouse, LLC (“Flaghouse") pursuant to the terms of a Membership Interest Purchase
Agreement dated (the “Purchase Agreement”) January 19, 2023 by and among SSL, Carmel Exit Corp,
Flaghouse Inc. and Flaghouse, a New York limited liability company. SSL acquired the membership interest
in Flaghouse for $12,755, which included $1,911 of contingent consideration measured at fair value. At
closing, $11,119 of the total purchase price was paid using the Company’s ABL Facility (see Note 7 - Debt).
In August 2023, the Company determined a final working capital adjustment of $275 to be refunded to the
Company through the escrow accounts. This transaction enhances School Specialty's ability to provide
comprehensive physical education and special needs solutions to schools, expands its reach into non-
education markets and strengthens its presence in Canada.
The Company evaluated the terms of the transaction under Financial Accounting Standards Board (“FASB”)
Accounting Codification Standard (“ASC”) Topic 805, Business Combinations, and determined that the
transaction should be accounted for as a business combination. The carrying value of accounts receivable,
inventories, prepaid expenses, other current assets and assumed liabilities approximated fair value as of
the date of acquisition. The Company engaged a third party to assist in allocating the purchase price related
to certain intangibles assets of Flaghouse. Based on the valuation, the Company assigned fair value to the
Flaghouse trade name, an above market lease, and the contingent consideration.
The valuation used the relief from royalty method under the income approach to determine the fair value of
the trade name, which resulted in a fair value of $643. The analysis of the intangible real estate assets
includes the above/below market leasehold values of the Company’s leases, which resulted in remaining
leasehold value of $80. The contingent consideration was valued using a Monte Carlo simulation analysis.
The purchase consideration included an earnout to be paid if the Company achieves target annual revenues
in fiscal 2023 and fiscal 2024. To the extent fiscal 2023 combined SSL and Flaghouse revenues for physical
education and special needs product categories exceed $63,096, the fiscal 2023 earnout would be 2.2%
9
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
of the revenues. For fiscal 2024, to the extent cumulative fiscal 2023 and fiscal 2024 combined SSL and
Flaghouse revenues for the physical education and special needs products exceed $128,541, the fiscal
2024 earnout would be 2.2% of revenues less any amount earned and paid for fiscal 2023. The maximum
earnout over the two-year earnout period is capped at $3,000. In addition to the earnout associated with
revenues from physical education and special needs products, an earnout exists for certain air purifier sales
in an amount equal to 25% of the gross profit on applicable air purifier transactions. Based on the valuation
report, discounting the present value of the earnout payment resulted in an estimated fair value of the
contingent consideration of $1,911. No earnout has been earned as of the end of fiscal 2023.
The excess of purchase price over the fair value of the net assets of $4,490 was recorded as goodwill on
the consolidated balance sheets as of the date of acquisition. The Company previously adopted and applied
the accounting alternatives per Accounting Standards Update (“ASU”) No. 2014 - 02, Intangibles - Goodwill
and Other (Topic 350) and ASU No. 2014 -18, Business Combinations (Topic 805), in accounting for
goodwill and intangible assets (See Note 5 - Goodwill and Other Intangible Assets).
The table below summarizes the fair value of the $12,755 net assets acquired.
Cash $ 1,001
Accounts receivable 3,427
Inventory 5,148
Pre-paid expenses 1,154
Other current assets 91
Personal property 101
Trade name 643
Above market lease 80
Goodwill 4,490
Total assets $ 16,135
Accounts payable $ 1,533
Accrued expenses 1,847
Total liabilities $ 3,380
SchoolKidz.com, LLC
On October 6, 2022, SSL, a wholly-owned subsidiary of the Company, acquired substantially all of the
assets and liabilities of SchoolKidz.com, LLC (“Schoolkidz”) pursuant to the terms of an Asset Purchase
Agreement (“Purchase Agreement”) dated October 6, 2022. The Purchase Agreement was by and among
SSL, Schoolkidz, Skyview Capital, LLC (as a guarantor), Skyview Capital Investment, LLC (as a guarantor)
and Skyview Capital Executive Investments, LLC (as a guarantor). SSL acquired substantially all of the
assets of Schoolkidz for $5,873 plus assumed liabilities. At closing, the cash purchase price of $5,873 was
paid using proceeds from the Company’s ABL Facility (see Note 7 - Debt). The acquisition of Schoolkidz
enables the Company to significantly expand its support of students and educators through the parent
market with back-to-school kits. The acquisition also enables the Company to make the Schoolkidz brand
of education and wellness kits more accessible to school children throughout the nation.
The Company evaluated the terms of the transaction under Financial Accounting Standards Board (“FASB”)
Accounting Codification Standard (“ASC”) Topic 805, Business Combinations, and determined that the
transaction should be accounted as a business combination. The carrying value of accounts receivable,
inventories, prepaids, system technologies and assumed liabilities approximated fair value as of the date
10
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
of acquisition. The excess of purchase price over the fair value of the net assets of $4,389 was recorded
as goodwill on the consolidated balance sheets as of the date of acquisition. The Company previously
adopted and applied the accounting alternatives per Accounting Standards Update (“ASU”) No. 2014 - 02,
Intangibles - Goodwill and Other (Topic 350) and ASU No. 2014 -18, Business Combinations (Topic 805),
in accounting for goodwill and intangible assets (see Note 5 - Goodwill and other Intangible Assets).
The table below summarizes the fair value of the $5,873 net assets acquired.
Accounts receivable $ 1,445
Other receivables 141
Inventories 3,807
Prepaids 26
System technologies 174
Goodwill 4,389
Total assets $ 9,982
Accounts payable $ 2,954
Customer rebates 952
Other accrued expenses 88
Accrued payroll 115
Total liabilities $ 4,109
NOTE 3 - DISCONTINUED OPERATIONS
On February 24, 2023, the Company sold its Supplemental English Language Arts (“ELA”) and Math
Curriculum (“EPS”) business to EPS Operations, LLC. EPS Operations, LLC is a newly-created entity
owned by Excolere Equity Partners, a private equity firm. The divestiture provided the Company the ability
to invest considerable resources and strengthen the value proposition of its core Learning Environments
and Education Essentials business. The Company plans to focus directly on its rapidly growing Learning
Environments business and the integration of recent acquisitions, which greatly enhance its supplies
offering.
The transaction was completed with the sale of assets associated with the Company’s ELA and EPS
business pursuant to the terms of an Asset Purchase Agreement (“APA”) dated February 24, 2023, by and
among the Company, SSL, School Specialty Canada, Ltd, SSI Canada, Inc. and EPS Operations, LLC for
$192,819 plus the assumption of certain liabilities. At closing, the Company used $20,331 of proceeds to
repay the outstanding principal, accrued interest and prepayment penalties of Term Loan A, $54,924 of
proceeds to repay the outstanding principal and interest of the Company’s ABL Facility (see Note 7 - Debt).
In April 2023, the Company used the remaining net proceeds to repay $70,000 of Term Loan B (see Note 7
- Debt), with the remaining proceeds funding a tax distribution to its members.
The Company entered into a transition services agreement (“TSA”) with EPS Operations, LLC to continue
to provide certain services for one year following the date of sale. While the TSA term was one year
following the date of sale, nearly all TSA services ended as of December 30, 2023. Total fees related to the
TSA were less than $2,000 for fiscal 2023. The agreed upon TSA terms did not generate any revenue for
SSL.
11
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
The financial results of the ELA and EPS business are reported as income from discontinued operations
on the consolidated statements of comprehensive income. The components of income from discontinued
operations are as follows:
For the Fiscal For the Fiscal
Year Ended Year Ended
December 30, December 31,
2023 2022
Revenues $ 5,592 $ 58,942
Cost of revenues 1,597 15,811
Gross profit 3,995 43,131
Selling, general and administrative expenses 2,333 14,259
Income from discontinued operations $ 1,662 $ 28,872
The gain recognized from the sale of the ELA and EPS business is reported as gain on sale of discontinued
operations on the consolidated statements of comprehensive income. The gain on sale of discontinued
operations is $179,275, which includes sale price proceeds of $192,819, assets sold of $19,088, and
assumed liabilities of $5,544. With the sale occurring in February 2023, there are no ELA or EPS assets or
liabilities remaining in the fiscal 2023 balance sheet.
The following is a summary of net cash provided by operating activities and investing activities for the years
ended December 30, 2023 and December 31, 2022:
For the Fiscal For the Fiscal
Year Ended Year Ended
December 30, December 31,
2023 2022
Cash provided by operations of discontinued operations $ 664 $ 27,250
Cash provided by (used in) investing activities of discontinued
operations 20 (987)
12
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
The assets and liabilities of the discontinued operation are presented as assets - discontinued operations
and liabilities - discontinued operations on the consolidated balance sheets. The components of assets -
discontinued operations and liabilities - discontinued operations are as follows:
December 31,
2022
Cash $ -
Accounts receivable 8,711
Inventories, net 9,349
Prepaid expenses and other current assets 3
Development costs and other assets, net 2,297
Total assets $ 20,360
Accounts payable $ (2,770)
Accrued compensation (768)
Contract liabilities (3,197)
Accrued royalties (1,080)
Total liabilities $ (7,815)
NOTE 4 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Use of Estimates
The preparation of financial statements in conformity with U.S. GAAP requires management to make
estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of
contingent assets and liabilities at the date of the financial statements and the reported amounts of
revenues and expenses during the reporting period. Actual results could differ from those estimates.
Definition of Fiscal Year
The Company’s fiscal year ends on the last Saturday in December in each year. The periods covered by
these consolidated financial statements and related notes to the consolidated financial statements are
January 1, 2023 through December 30, 2023 and December 26, 2021 through December 31, 2022. As
used in these consolidated financial statements and related notes to the consolidated financial statements,
“fiscal 2023” and “fiscal 2022” refers to these periods, respectively.
Accounts Receivable
Accounts receivable are recorded at the invoiced amount. Trade credit is generally extended on a short-
term basis. Thus, trade receivables do not bear interest. Accounts receivable outstanding longer than
contractual payment terms are considered past due. The carrying amount of account receivable is reduced
by an allowance for expected credit losses. The Company’s allowance for expected credit losses reflects
management’s estimates of inherent credit risks based upon the past experience of the Company,
evaluation of the underlying credit risks, the customers current ability to pay, and conditions of the general
economy and industry as a whole.
Changes in the estimated collectability of trade receivables are recorded in the results of operations from
the period in which the estimate in revised. Trade receivables that are deemed uncollectible are offset
13
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
against the allowance for expected credit losses. The Company wrote off accounts receivable of $846 and
$703 during fiscal 2023 and fiscal 2022, respectively. The Company’s allowance for expected credit losses
was $809 and $811 as of December 30, 2023 and December 31, 2022, respectively. The Company does
not have any off-balance-sheet credit exposure related to its customers.
Inventories
Inventories, which consist primarily of products held for sale, are stated at the lower of cost or net realizable
value on a first-in, first-out basis in accordance with FASB ASC Topic 330, Inventories. The Company
regularly reviews the components of inventory and establishes reserves for excess and obsolete inventory.
Excess and obsolete inventory reserves recorded were $8,458 and $7,731 as of December 30, 2023 and
December 31, 2022, respectively.
Property, Plant and Equipment
Property, plant and equipment are stated at cost. Additions and improvements are capitalized, whereas
maintenance and repairs are expensed as incurred. Depreciation and amortization of property, plant and
equipment is calculated using the straight-line method over the estimated useful lives of the respective
assets. The estimated useful lives range from one to 15 years.
Goodwill
Goodwill represents the combination of the excess of purchase price over the fair value of net assets
acquired in business combinations (see Note 2 - Business Combinations) accounted for under the purchase
method. The Company has made an accounting policy election to apply the private company accounting
alternative for amortizing goodwill over 10 years on a straight-line basis and to test goodwill for impairment
at the entity level at period-end when triggering events indicate the potential for impairment. Goodwill is
considered impaired to the extent it has been determined that the carrying value is not recoverable and is
in excess of its fair value. No triggering events were identified during fiscal 2023 or fiscal 2022. The
Company recorded a goodwill, net balance of $7,989 and $4,279 as of December 30, 2023 and
December 31, 2022, respectively.
Impairment of Long-Lived Assets
As required by FASB ASC Topic 360, Property, Plant, and Equipment, the Company reviews property, plant
and equipment and definite-lived development costs for impairment if events or circumstances indicate an
asset might be impaired. The Company assesses impairment and writes down to fair value long-lived assets
when facts and circumstances indicate that the carrying value may not be recoverable through future
undiscounted cash flows. The analysis of recoverability is based on management’s assumptions, including
future revenue and cash flow projections. There were no impairment charges recorded in fiscal 2023 and
fiscal 2022.
Development Costs
Development costs represent external and internal costs incurred in the development of a master copy of
a book, workbook, video or other supplemental educational materials and products. The Company
capitalizes development costs and amortizes these costs into costs of revenues over the lesser of five years
or the product’s life cycle in amounts proportionate to expected revenues. As of December 30, 2023 and
December 31, 2022, net development costs totaled $6,252 and $6,702, respectively, and are included as
a component of development costs and other assets, net, on the consolidated balance sheets. The
Company recognized $118 and $259 of amortization of development costs in fiscal 2023 and fiscal 2022,
respectively.
14
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
Fair Value Measurement
The Company utilizes valuation techniques that maximize the use of observable inputs and minimize the
use of unobservable inputs to the extent possible. The carrying amounts at face value of cash, accounts
receivable, other receivables, prepaid expenses, accounts payable, and accrued expenses approximate
fair value because of the short maturity of these instruments. The carrying value of long-term debt, including
the current portions, approximates fair value as the related interest rates are similar to the current market
interest rates available to the Company.
Revenue Recognition
The Company accounts for revenue arising from contracts with customers in accordance with FASB ASC
Topic 606 (“ASC 606”), Revenue from Contracts with Customers. Under ASC 606, the Company recognizes
revenue when its customer obtains control of promised goods or services, in an amount that reflects the
consideration which the Company expects to receive in exchange for those goods or services. The
Company applies the five-step model included in ASC 606 in order to determine the appropriate amount of
revenue to be recognized as it fulfills its obligations under each of its contracts. At contract inception, once
the contract is determined to be within the scope of ASC 606, the Company assesses the goods or services
promised within each contract and determines those that are performance obligations and assesses
whether each promised good or service is distinct.
Revenue for products associated with shipments from the Company’s fulfillment centers or drop-ship orders
fulfilled directly by the Company’s vendors is recognized and the customer is invoiced when the control of
the product transfers to the customer, which is generally when the product is shipped. Certain customer
contracts result in the transfer of control upon receipt. In these cases, the Company will recognize the
revenue upon customer receipt.
Revenue for certain equipment and project furniture orders has two performance obligations within the
project revenue stream: a) the delivery of equipment or furniture and b) the installation of the equipment or
the furniture. For equipment or furniture associated with projects, the Company determined that control of
the equipment or furniture is transferred to the customer upon delivery to the customer site as the customer
is in possession of the product at that time. Thus, the revenue attributable to the performance obligation
associated with the delivery of the equipment or furniture is recognized upon delivery. The revenue
attributable to installation is recognized over time during the installation process based on costs incurred
relative to total expected installation costs. Under the contract terms, the customer is not billed for the
equipment, furniture, or installation until substantially all of both performance obligations have been
satisfied. The Company allocates revenues to these two performance obligations using a cost-plus margin
approach, whereby gross margins are consistent for each component.
Professional development or training days are provided to customers that order certain curriculum products
of the Company, the most prominent of which is the FOSS product line. The Company bills for these training
days at the same time the customer is billed for the product based on the stand-alone selling price. The
Company defers revenue associated with providing training days and recognizes the cost associated with
providing the training when the costs are incurred. These contract liabilities represent the remaining
performance obligations, which are fulfilled upon delivery of the professional development days. The
balance in contract liabilities relating to the professional development or training days was $121 and $1,565
as of December 30, 2023 and December 31, 2022, respectively.
The Company sells software subscriptions for certain of its curriculum product offerings. These
subscriptions typically provide customers access to digital content for twelve months. The Company
recognizes the subscription revenue straight-line over the life of the subscription agreement. The balance
in contract liabilities relating to the subscriptions was $753 and $3,059 as of December 30, 2023 and
December 31, 2022, respectively.
15
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
The Company also sells kits that contain living materials components. The kits are provided to customers
and paid in full at the time of sale, with the living material component to be delivered at a later date at the
request of the customer. The Company also provides refills for certain portion of kits upon customer request.
Revenue associated with the living materials component is deferred at the point of sale based on list price.
Kit refills are deferred upon receipt based on the amount of the advanced payment. The balance in contract
liabilities related to living materials and refills was $2,409 and $2,954 as of December 30, 2023 and
December 31, 2022, respectively.
The Company typically does not have contracts with significant financing components as payment terms
are generally established to be 30 days from the shipment date and payments are generally received within
60 days from the time of completion of the performance obligations. The Company generally determines
standalone selling prices based on the prices charged to customers for all material performance obligations.
The Company provides its customers an implicit right of return for full or partial refund. Amounts billed to
customers for shipping and handling are included in revenues when control of the goods and services
transfers to the customer. Shipping and handling is arranged with third-party carriers in connection with
delivering goods to customers. Amounts billed to customers for sales tax are not included in revenues. Cost
incurred to obtain contracts are settled within 12 months of contract inception and are expensed as incurred.
Variable consideration is accounted for as a sales adjustment. Examples of variable consideration that
affect the Company’s reported revenue include implicit rights of return and trade promotions. Implicit rights
of return are typically contractually limited, amounts are estimable based upon historic return levels, and
the Company records provisions for anticipated returns at the time revenue is recognized. Trade promotions
are offered to cooperatives and end users through various programs, generally with terms of one year or
less. Such promotions typically involve rebates based on annual purchases. Payment of incentives
generally take the form of cash and are paid according to the terms of the related agreement, typically
within a year. Rebates are accrued as sales occur based on the program rebate rates. The accrued rebates
balance in contract liabilities was $5,119 and $4,538 as of December 30, 2023 and December 31, 2022,
respectively.
Contract liabilities consist of customer prepayments for products to be delivered in the future. The Company
anticipates that substantially all such amounts will be earned within one year. The customer prepayment
balance in contract liabilities was $1,738 and $150 as of December 30, 2023 and December 31, 2022,
respectively.
At the beginning of fiscal 2023 and 2022, the Company’s opening contract asset balance was $3,345 and
$2,289 and the opening contract liability balance was $12,266 and $10,992, respectively. At the end of
fiscal 2023 and 2022, the Company’s closing contract asset balance was $799 and $3,345 and the closing
contract liability balance was $10,140 and $12,266, respectively. $3,197 of the fiscal 2022 balance is related
to discontinued operations and has been reclassified to liabilities - discontinued operations on the
consolidated balance sheets. The contract asset balance is recorded in prepaid expenses and other current
assets on the consolidated balance sheets.
In fiscal 2023 and 2022, the Company recognized revenue of $660,416 and $689,850 for performance
obligations satisfied at a point in time. In fiscal 2023 and 2022, $5,007 and $55,439, respectively, is related
to discontinued operations and is included in income from discontinued operations on the consolidated
statements of comprehensive income. In fiscal 2023 and 2022, the Company recognized revenue of
$37,261 and $59,939 for performance obligations satisfied over time. In fiscal 2023 and 2022, $585 and
$3,503, respectively, is related to discontinued operations and is included in income from discontinued
operations on the consolidated statements of comprehensive income.
16
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
Concentration of Credit Risks
The Company maintains deposits in financial institutions that consistently exceed the Federal Deposit
Insurance Corporation (“FDIC”) limit. The Company has not experienced any credit-related losses in such
accounts and management believes it is not exposed to significant credit risk. The Company attempts to
reduce the risks associated with cash by maintaining these funds with highly rated financial institutions. The
Company grants credit to customers in the ordinary course of business. The majority of the Company’s
customers are school districts and schools. Concentration of credit risk with respect to revenues accounts
receivable is limited due to the significant number of customers and their geographic dispersion. During
fiscal 2023 and 2022, no customer represented more than 10% of revenues or accounts receivable.
Leases
The Company accounts for leases in accordance with FASB ASC Topic 842, Leases, which requires
lessees to recognize the assets and liabilities arising from leases on the balance sheet. Lease assets and
lease liabilities are recognized at the commencement of an arrangement where it is determined at inception
that a lease exists. Lease assets represent the right to use an underlying asset for the lease term, and
lease liabilities represent the obligation to make lease payments arising from the lease. These assets and
liabilities are initially recognized based on the present value of lease payments over the lease term
calculated using the Company’s incremental borrowing rate.
The Company leases certain distribution centers, office space, and equipment. At lease inception, the
Company determines the lease term by assuming the exercise of those renewal options that are reasonably
assured. Leases with an initial term of 12 months or less are not recorded on the consolidated balance
sheets and the Company recognizes lease expense for these leases on a straight-line basis over the lease
term and includes the lease expense in selling, general and administrative expense on the consolidated
statements of comprehensive income. The Company’s leased equipment is immaterial and is not recorded
on the consolidated balance sheets and is expensed as incurred. The Company recognized $1,318 of lease
expense for leases with an initial term of 12 months or less. The Company’s lease agreements do not
contain any material residual value guarantees or material restrictive covenants. The Company’s variable
lease payments are not tied to a rate or index. Rather, expense is recorded based on usage of the
underlying leased asset during the period.
When determining the present value of lease payments, the Company uses the incremental borrowing rate
based upon the internal rate of return of the Company’s five-year term loan reduced, where necessary,
based upon the difference in term between the term loan and lease. Lease assets also include any upfront
lease payments made and exclude lease incentives.
As of December 31, 2023, future maturities of operating lease liabilities were as follows:
Fiscal 2024 $ 6,133
Fiscal 2025 4,532
Fiscal 2026 2,062
Fiscal 2027 1,506
Fiscal 2028 1,387
Thereafter 5,994
Total lease payments 21,614
Present value adjustment (4,491)
Operating lease liabilities $ 17,123
17
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
As of December 30, 2023 and December 31, 2022, the Company’s operating leases had a weighted-
average remaining lease term of 69 months and 26 months, respectively, and a weighted-average discount
rate of 8.36% and 9.15%, respectively. Cash paid for amounts included in the measurement of operating
lease liabilities was $6,168 and $4,884 for fiscal 2023 and 2022, respectively. The Company recognized
$6,797 and $5,246 of operating lease expense in fiscal 2023 and 2022, respectively.
Vendor Rebates
The Company receives reimbursements from vendors (“vendor rebates”) based on annual purchased
volume of products from its respective vendors. The Company’s vendor rebates are earned based on pre-
determined percentage rebates on the purchased volume of products within a calendar year. The majority
of the vendor rebates are not based on minimum purchases or milestones, and therefore the Company
recognizes the vendor rebates on an accrual basis and reduces cost of revenues over the estimated period
the related products are sold. Vendor rebates receivable recorded in prepaid expenses and other current
assets on the consolidated balance sheets as of December 30, 2023 and December 31, 2022, were $2,133
and $4,661, respectively.
Foreign Currency Translation
The financial statements of foreign subsidiaries have been translated into U.S. dollars in accordance with
FASB ASC Topic 830, Foreign Currency Matters. All consolidated balance sheet accounts have been
translated using the exchange rates in effect at the balance sheet date. Amounts in the consolidated
statements of comprehensive income have been translated using the weighted average exchange rate for
the reporting period. Resulting translation adjustments are included in foreign currency translation
adjustment within other comprehensive income.
18
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
Costs of Revenues and Selling, General and Administrative Expenses
The following table illustrates the primary costs classified in Cost of Revenues and Selling, General and
Administrative Expenses:
Cost of Revenues Selling, General and Administrative Expenses
Direct costs of merchandise sold, net of vendor Compensation and benefit costs for all selling
rebates other than the reimbursement of (including commissions), marketing, customer
specific, incremental and identifiable costs, and care and fulfillment center operations (which
net of early payment discounts. include the pick, pack and shipping functions),
and other general administrative functions such
as finance, human resources and information
technology.
Amortization of product development costs and Occupancy and operating costs for our fulfillment
certain depreciation. centers and office operations.
Freight expenses associated with receiving Freight expenses associated with moving our
merchandise from our vendors to our fulfillment merchandise from our fulfillment centers to our
centers. customers.
Freight expenses associated with merchandise Catalog expenses, offset by vendor payments or
shipped from our vendors directly to our reimbursement of specific, incremental and
customers. identifiable costs.
Depreciation and intangible asset amortization
expense, other than amortization of product
development costs.
The classification of these expenses varies across the distribution industry. As a result, the Company’s
gross margin may not be comparable to other retailers or distributors.
Recent Adopted Accounting Pronouncements
In June 2016, the Financial Accounting Standards Board issued Accounts Standards Update
(ASU) 2016-13, Financial Instruments - Credit Losses. The main objective of this new guidance is to provide
financial statement users with more decision-useful information about the expected credit losses on
financial instruments and other commitments to extend credit held by a reporting entity at each reporting
date. To achieve this objective, the amendments in this new guidance replace the incurred loss impairment
methodology in current U.S. GAAP with a methodology that reflects expected credit losses and requires
consideration of a broader range of reasonable and supportable information to inform credit loss estimates.
This guidance is effective for fiscal years beginning after December 15, 2022 but is eligible for early
adoption. The new standard was effective for the Company beginning January 1, 2023 and was applied
using a modified retrospective transition method. The Company concluded that the adoption of
ASU 2016- 3 did not have a material impact of the consolidated financial statements.
19
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
Reclassification Adjustments
Reclassification adjustments have been made to the fiscal 2022 consolidated financial statements in order
to conform to the fiscal 2023 consolidated financial statement presentation resulting from the Company’s
discontinued operations (see Note - 3 Discontinued Operations). There were no changes to previously
reported total assets, total liabilities and members’ equity, or net income as a result of these reclassification
adjustments.
NOTE 5 - GOODWILL AND OTHER INTANGIBLE ASSETS
As of December 30, 2023, gross intangible assets were $642, accumulated amortization was $29, resulting
in a net intangible asset balance of $613. The estimated useful life assigned to the trade name intangible
asset was 20 years. Intangible asset amortization for fiscal 2023 was $29. Intangible amortization expense
is anticipated to be $31 for each of the next five fiscal years and $458 thereafter.
At December 30, 2023, gross goodwill was $8,956, accumulated amortization was $967, resulting in a net
goodwill balance of $7,989. At December 31, 2022 goodwill was $4,389, accumulated amortization was
$110, resulting in a net goodwill balance of $4,279. Goodwill amortization expense was $857 and $110 for
fiscal 2023 and fiscal 2022, respectively. Goodwill amortization expense is anticipated to be $896 for each
of the next five fiscal years and $3,509 thereafter.
NOTE 6 - PROPERTY, PLANT AND EQUIPMENT
Property, plant and equipment consisted of the following:
December 30, December 31,
2023 2022
Projects in progress $ 7,711 $ 5,231
Buildings and leasehold improvements (1-15 years) 284 127
Furniture, fixtures and other (1-7 years) 492 173
Software and data equipment (1-3 years) 37,781 19,735
Machinery and warehouse equipment (1-12 years) 4,679 4,420
Total property, plant and equipment 51,036 29,686
Less: accumulated depreciation and amortization (17,675) (8,572)
Net property, plant and equipment $ 33,361 $ 21,114
Depreciation and amortization expense for fiscal 2023 and 2022 was $9,247 and $5,346, respectively.
20
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
NOTE 7 - DEBT
Long-term debt consisted of the following:
December 30, December 31,
2023 2022
Former ABL, maturing in 2026 $ - $ 16,616
ABL Facility, maturing in 2026 1,964 -
Term Loan A, maturing in 2026 - 20,000
Term Loan B, maturing in 2026 23,732 95,332
Unamortized Term Loan debt issuance costs (546) (822)
Total debt 25,150 131,126
Less: current maturities (3,964) (18,516)
Total long-term debt $ 21,186 $ 112,610
ABL and Term Loan A
On December 29, 2022, the Company entered into an Amended and Restated Revolving Credit, Term Loan
and Security Agreement (“Combined ABL and Term Loan A Agreement”) by and among the Company, its
subsidiaries as guarantors and PNC Bank, National Association (the “Asset-Based Lender” and “Term Loan
A Lender”), as the Agent. The Combined ABL and Term Loan A Agreement superseded the amended
Asset-Based Loan and Security Agreement (“Former ABL”). The Combined ABL and Term Loan A
Agreement provided for both an asset-based loan (“ABL Facility”) and term loan (“Term Loan A Facility”).
Under the ABL Facility, the Asset-Based Lender agreed to provide a revolving senior secured asset-based
credit facility in an aggregate principal amount of up to $135,000 (“Maximum Revolver Amount”). The
Maximum Revolver Amount changed seasonally as follows: (a) $135,000 in the months of April through
December; and (b) $90,000 in the months of January through March.
During fiscal 2023, the Company used $20,331 of proceeds from the sale of its ELA and EPS business
segment to repay the outstanding principal, accrued interest and prepayment penalties of Term Loan A.
The Company paid a prepayment penalty of $200.
On April 21, 2023 the Company entered into the First Amendment to Amended and Restated Revolving
Credit, Term Loan and Security Agreement (“First Amendment”). As a result of the First Amendment, the
Maximum Revolver Amount for the revolving senior secured asset-based credit facility was reduced to
$100,000. The Maximum Revolver Amount will change seasonally as follows: (a) $100,000 in the months
of March through October; and (b) $75,000 in the months of November through February.
Outstanding amounts under the ABL Facility will bear interest at a rate per annum equal to, at the
Company’s election: (1) a base rate (equal to the greatest of (a) the prime lending rate as determined by
the Agent, (b) the Overnight Bank Funding rate plus 0.50%, and (c) the one-month SOFR rate) (the “Base
Rate”) plus an applicable margin (equal to a specified margin based on the interest rate elected by the
Company, the fixed charge coverage ratio under the ABL Facility and the applicable point in the life of the
ABL Facility (the “Applicable Margin”)), or (2) a SOFR rate plus the Applicable Margin (the “SOFR Rate”).
Interest on loans under the ABL Facility bearing interest based upon the Base Rate will be due monthly in
arrears, and interest on loans bearing interest based upon the LIBOR Rate will be due on the last day of
each relevant interest period or, if sooner, on the respective dates that fall every three months after the
beginning of such interest period.
21
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
The ABL Facility is secured by a first priority security interest in substantially all assets of the Company and
the subsidiary borrowers. Under an intercreditor agreement (the “New Intercreditor Agreement”) between
the Term Loan B Lenders and the ABL Lenders, the ABL Lenders have a first priority security interest in
substantially all assets of the Company and the subsidiary borrowers.
The effective interest rate under the ABL Facility for the year ended December 30, 2023 was 9.16%, which
includes interest on borrowings of $2,591, amortization of loan origination fees of $124 and commitment
fees on unborrowed funds of $225, respectively.
Prior to the paydown of Term Loan A, $278 of interest was paid for the period ended December 31, 2023,
with an effective interest rate of 9.28%.
The Company may prepay advances under the ABL Facility in whole or in part at any time without penalty
or premium. The Company will be required to make specified prepayments upon the occurrence of certain
events, including: (1) the amount outstanding on the ABL Facility exceeding the Borrowing Base (as
determined in accordance with the terms of the ABL Facility), and (2) the Company’s receipt of net cash
proceeds of any sale or disposition of assets that are first priority collateral for the ABL Facility. From the
sale of the ELA and EPS business segment during fiscal 2023, $54,924 of the proceeds were used to repay
the outstanding principal and interest of the Company’s ABL Facility.
The ABL Facility and Term Loan A contains customary events of default and financial, affirmative and
negative covenants, including but not limited to a springing financial covenant relating to the Company’s
fixed charge coverage ratio, leverage ratio and restrictions on indebtedness, liens, investments, asset
dispositions and dividends and other restricted payments. In addition, on an annual basis, the ABL Facility
requires the maximum principal balance of the ABL Facility to be an amount equal to $20,000 or less for a
period of twenty consecutive calendar days during a period beginning on the fifteenth day of December and
ending on the fifteenth day of February of the following fiscal year. The Company was in compliance with
these covenants during fiscal 2023.
The ABL facility matures on December 29, 2026.
As of December 30, 2023, the outstanding borrowings on the ABL Facility were $1,964, all of which were
classified as current maturities of long-term debt in the accompanying consolidated balance sheets.
In fiscal 2023, the Company recognized debt extinguishment costs of $1,234, which includes the write off
of previously unamortized debt issuance costs related to the ABL Facility and Term Loan A. As a result of
the First Amendment to the ABL Facility, the Company treated the amendment as a debt extinguishment
due to the overall borrowing capacity decreasing and wrote off $778 of unamortized debt issuance costs.
With the pay down of Term Loan A, the Company recognized $456 of unamortized debt fees.
Former ABL
On September 15, 2020, the Company entered into an Asset-Based Loan and Security Agreement (the
“Former ABL”) by and among the Company, its subsidiaries as guarantors and PNC Bank, National
Association (the “Asset-Based Lender”), as the Agent.
Under the Former ABL, the Asset-Based Lender agreed to provide a revolving senior secured asset-based
credit facility in an aggregate principal amount of up to $115,000 (“Maximum Revolver Amount”). The
Maximum Revolver Amount will change seasonally as follows: (a) $115,000 in the months of June through
October; (b) $90,000 in April, May, November, and December; and (c) $75,000 in the months January
through March.
22
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
On November 18, 2021, the Company entered into an amendment to the Former ABL, First Amendment to
Revolving Credit and Security Agreement (“Former ABL Amendment No. 1”). The primary purpose of the
amendment was to reduce applicable margins, reduce commitment fees, change the maximum principal
amount during the period between December 15 and February 15 of each year, and modify certain financial
covenants.
Outstanding amounts under the Former ABL, as amended, bore interest at a rate per annum equal to, at
the Company’s election: (1) a base rate (equal to the greatest of (a) the prime lending rate as determined
by the Agent, (b) the Overnight Bank Funding rate plus 0.50%, and (c) the one-month LIBOR rate) plus an
applicable margin (equal to a specified margin based on the interest rate elected by the Company, the fixed
charge coverage ratio under the Former ABL and the applicable point in the life of the Former ABL, or (2)
a LIBOR rate plus an applicable margin (the “LIBOR Rate”). Interest on loans under the Former ABL bearing
interest based upon the Base Rate will be due monthly in arrears, and interest on loans bearing interest
based upon the LIBOR Rate will be due on the last day of each relevant interest period or, if sooner, on the
respective dates that fall every three months after the beginning of such interest period.
The Former ABL was secured by a first priority security interest in substantially all assets of the Company
and the subsidiary borrowers.
The effective interest rate under the Former ABL for the year ended December 31, 2022 was 5.04%, which
included interest on borrowings of $2,718, amortization of loan origination fees of $498 and commitment
fees on unborrowed funds of $100.
The Former ABL contained customary events of default and financial, affirmative and negative covenants,
including but not limited to a springing financial covenant relating to the Company’s fixed charge coverage
ratio and restrictions on indebtedness, liens, investments, asset dispositions and dividends and other
restricted payments. In addition, on an annual basis, the Former ABL required the maximum principal
balance of the ABL Facility to be an amount equal to $50,000 or less for a period of twenty consecutive
calendar days during a period beginning on the fifteenth day of December and ending on the fifteenth day
of February of the following fiscal year. The Company was in compliance with these covenants during fiscal
2022.
As of December 31, 2022, the outstanding borrowings on the Former were $16,616, which was classified
as current maturities of long-term debt in the accompanying consolidated balance sheets.
Term Loan B
On September 15, 2020, the Company entered into a term loan credit and security agreement (the “Term
Loan Agreement”) among the Company, as borrower, certain of its subsidiaries, as guarantors, the financial
parties party thereto, as lenders (the “Term Loan Lenders”) and TCW Asset Management Company LLC,
as the agent.
Under the Term Loan Agreement, the Term Loan Lenders agreed to make a term loan (“Closing Date Term
Loan”) to the Company in aggregate principal amount of $92,023.
On December 29, 2022, the Company entered into Amended and Restated Term Loan Credit and Security
Agreement (“Term Loan B Agreement) among the Company, as borrowers, certain of its subsidiaries, as
guarantors, the financial parties party thereto, all lenders (the “Term Loan B Lenders”) and TCW Asset
Management Company LLC, as the Agent. On the amendment and restatement date, the existing Closing
Date Term Loan balance of $95,432 was continued for all purposes of Term Loan B Agreement as a term
loan made by the Term Loan B Lenders.
23
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
On April 21, 2023, the Company entered into the First Amendment to Amended and Restated Term Loan
Credit and Security Agreement. This amendment conformed the Term Loan agreement to the changes
made in the amended ABL Facility agreement.
At the Company’s option, the Term Loan B interest rate will be either the prime rate or the SOFR rate (with
a SOFR floor of 1.25%), plus an applicable margin. The Company may specify the interest rate period of
one, three or six months for interest on loans under the Term Loan Agreement bearing interest based on
the SOFR rate. From the inception of the Term Loan Agreement through the first anniversary date, paid-in-
kind (“PIK”) interest accrued at a rate of 4.00% per year. The PIK interest accrued during the first year of
the Term Loan will be added to the outstanding principal balance of the loan.
The Term Loan B matures on December 29, 2026. The Term Loan B requires scheduled quarterly principal,
which commenced on December 31, 2022, and continue through the maturity date. The quarterly principal
payments increased to $500 per quarter beginning June 30, 2023 and continue through the maturity date.
Prior to June 30, 2023, quarterly principal payments were $100 per quarter. In addition to scheduled
quarterly principal repayments, the New Term Loan Agreement requires prepayments at specified levels
upon the Company’s receipt of net proceeds from certain events, including but not limited to certain asset
dispositions, extraordinary receipts, and the issuance or sale of any indebtedness or equity interests (other
than permitted issuances or sales). The Company is also permitted to voluntarily prepay the Term Loan B
in whole or in part. In April 2023, the Company used $70, 000 of the proceeds from the EPS sale to pay
down the Term Loan B.
The Term Loan B Agreement contains customary events of default and financial, affirmative and negative
covenants, including but not limited to limits on capital expenditures in any fiscal year. The Company was
in compliance with these covenants during fiscal 2023 and fiscal 2022.
Pursuant to Term Loan B Agreement, the Term Loan is secured by a first priority security interest in
substantially all assets of the Company and the subsidiary guarantors. Under an intercreditor agreement
(the “New Intercreditor Agreement”) between the Term Loan B Lenders and the ABL Lenders, the Term
Loan B Lenders have a second priority security interest in substantially all assets of the Company and the
subsidiary guarantors, subordinate only to the first priority security interest of the ABL Lenders in such
assets.
The effective interest rate under the Term Loan for the years ended December 30, 2023 and December 31,
2022, was 13.45% and 10.37%, which includes interest on borrowings of $6,009 and $9,939 and
amortization of loan origination fees of $295 and $277, respectively. As of December 31, 2023, the
outstanding balance on the Term Loan Credit Agreement was $23,732, of which $2,000 is classified as
short-term debt and $21,732 is classified as long-term debt in the accompanying consolidated balance
sheets.
The following table summarizes our contractual debt obligations as of December 31, 2023:
Payments Due (in thousands)
Less than 1-3 4-5 More than
Total 1 year years years 5 years
Long-term debt obligations $ 25,696 $ 3,964 $ 4,000 $ 17,732 $ -
24
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
NOTE 8 - INCOME TAXES
For income tax purposes, the Company and its U.S. subsidiaries are treated as pass-through entities, and
any income, losses or tax credits generated in the period by these entities are passed through to the
members of the Company. The Company may make distributions to its members during the year to cover
the taxes owed at the member level. $57,081 and $11,514 of tax-related distributions were made during
fiscal 2023 and 2022, respectively.
The Company’s United Kingdom and Canadian subsidiaries are not treated as pass-through entities. As
such, any income tax expense or benefit, income tax accruals and deferred tax items related to the
Canadian operations are reflected on the Company’s consolidated financial statements. As of
December 30, 2023 and December 31, 2022, the Company had deferred tax assets of $260 and $254,
respectively, which related primarily to the Canadian net operating loss carryforwards. The Company’s tax
provision for the periods ended December 30, 2023 and December 31, 2022, was $844 and $261,
respectively. The Company’s tax provision reflects taxes that relate to its Canadian operations and U.S.
state tax obligations for states which tax pass-through entities.
As of December 30, 2023 and December 31, 2022, the Company’s liability for uncertain tax positions was
$0.
NOTE 9 - EMPLOYEE BENEFIT PLANS
The Company sponsors the School Specialty, LLC 401(k) Plan (the “401(k) Plan”), which allows employee
contributions in accordance with Section 401(k) of the Internal Revenue Code. The Company has the
discretion to match a portion of employee contributions and virtually all full-time employees are eligible to
participate in the 401(k) Plan after 90 days of service. The amount of the Company’s 401(k) match in fiscal
2023 and fiscal 2022 was $2,534 and $1,045, respectively.
NOTE 10 - MEMBERS’ EQUITY
Membership interests in the Company are represented by the following series: common units, Class A
preferred units and Class B preferred units.
Each class of units is redeemable upon a liquidity event, as defined, or otherwise when and as determined
by the members, out of funds of the Company legally available, net of any reserves. Upon liquidation,
Class A preferred units have the first priority with respect to distributions with the Class B preferred units
having the second priority and finally the common units. For purposes of allocating ongoing income and
losses, Class A preferred units, Class B preferred units, and common units receive income and loss
allocations in accordance with the operating agreement with separate capital account balances maintained
by the Company. As of December 30, 2023 and December 31, 2022, the Company had the following units
authorized, issued, and outstanding: 2,500 Class A units, 3,851 Class B units, and 300 common units.
There are no stated dividends on preferred A stock units or preferred B stock units.
NOTE 11 - RELATED PARTY TRANSACTIONS
The holders of the Company’s Term Loan B also hold 100% of the Company’s common units, preferred A
units and preferred B units.
25
SSI Parent, LLC and Subsidiaries
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED
For the Fiscal Years Ended December 30, 2023 and December 31, 2022
(in thousands)
NOTE 12 - COMMITMENTS AND CONTINGENCIES
From time to time, the Company is involved in various claims and legal actions arising in the ordinary course
of business. In the opinion of management, the ultimate disposition of these matters will not have a material
adverse effect on the Company’s consolidated financial position, results of operations or liquidity.
As of December 30, 2023 and December 31, 2022, the Company had undrawn letters of credit of $837 for
both periods.
NOTE 13 - SUBSEQUENT EVENTS
The Company evaluated its December 30, 2023 consolidated financial statements for subsequent events
through March 6, 2024, the date the consolidated financial statements were available to be issued. The
Company is not aware of any subsequent events which would require recognition or disclosure in the
consolidated financial statements.
26
School Specialty Online:
At-A-Glance
School Specialty’s online platform is customizable to meet your needs. It saves you time and money, all at absolutely no cost to you.
• Our website and services are free to customers.
• Online ordering provides clear visibility to contracted pricing. Customers can manage their budgets and ensure that
there are fewer mismatches between POs and invoices.
• Orders placed online are more accurate, which means fewer incorrect shipments and less time processing returns.
– Item numbers are accurately displayed – no keying in the wrong item number by mistake.
– Products on backorder are clearly identified.
– Orders placed online are easily tracked on our site.
– Invoices are available online for all billed orders
• School Specialty Online gives customers a personalized shopping experience.
– All account activity can be seen at a glance through a user’s online dashboard, including carts, orders, lists, and account
notifications.
– Customers can also create personalized shopping lists for frequently ordered items that can be shared among their peers.
Many accounts have School Specialty curated Shared Shopping Lists of the specially priced items from their pricing programs
(such as OMNIA, AEPA, or Market Baskets). Some customers may prefer to create their own shared shopping lists, but these can
also be added by request through our Ecommerce Customer Care team.
• No need to flip through multiple printed catalogs to find what they’re looking for – they can search by key word, item number,
manufacturer’s part number, or brand. Catalogs have also been digitized and are available at the bottom of any web page.
FEATURES
Your Pricing, Every Time: Customers never need to wonder what PO Spending Limits/Blanket Orders: Customers can enter a
their price is again! When they log into our website, any contracts blanket PO in the system, then add it to our website and give
or pricing agreements they have with us are reflected in the net their users access to it. We’ll make sure no one overspends!
price. A customer’s pricing program will be listed in their cart and
Customized Payment Methods: PCards? Invoice? School Specialty
on any printouts or downloads. If a customer has multiple pricing
Online supports a choice of payment methods, while ensuring
programs, logins with either the administrator and/or approver role
that users cannot place an order without an approved method
can toggle between their programs for their best price.
of payment. July and/or September billing can be turned on as
One-Stop Shopping: School Specialty Online lets customers available options online.
shop our wide variety of products in one convenient place.
Set Your Future Shipping Date: Customers can select a future
Product images let customers see exactly what they’re getting,
shipping date online per order.
making their buying decisions easier. Reviews, similar items, and
customer ratings all help users make good decisions.
OUR SCHOOL SPECIALTY WEBSITES
Approval Workflow: Customers can create custom approval To meet our customers’ individual needs, we maintain several
workflows and maintain user access, helping to manage both the websites. Our school or business customers should always be
ordering process and the district’s budget. directed to the correct site so they can take full advantage of their
Stock Status and Next Day Shipping: When they need it in a hurry, account benefits. Sites include:
customers can view the status of every item in their cart. Or they U.S. Individual Consumers: SchoolSpecialty.com
can shop from our Next Day Delivery product assortment — if we Canadian Individual Consumers: SchoolSpecialty.ca
don’t have it today, we’ll tell them when we will get it! U.S. School or Business Customers: Select.SchoolSpecialty.com
Canadian School or Business Customers: Select.SchoolSpecialty.ca
Select.SchoolSpecialty.com • 888.388.3224
School Specialty Online: At-A-Glance
IT’S EASY FOR CUSTOMERS TO SCHOOL SPECIALTY CAN WORK WITH
SHOP ONLINE ALL THESE PROCUREMENT SYSTEMS
To shop online, school or business customers can simply login to And many more. Don’t see your procurement system?
Select.SchoolSpecialty.com. From there, they can: Contact our Ecommerce Enablement Team.
• Search by item number or product description in the search bar. Aptafund
• Select items from saved or shared Shopping Lists by selecting Ariba / SAP Network
My Lists/Shopping Lists and view categories by selecting Shop CommBuys Massachusetts
Our Products. CoreXpand
• Quick Order/Order By Number for quick entry of orders by Coupa
item number. Cribellum
EqualLevel
• Browse a digital version of our printed catalogs, or print or
Escape
email a page to enter items by number.
ESM Solutions
Two paths to online ordering Frontline
Jaggaer
1) Customized ordering through Select.SchoolSpecialty.com Placing
Keystone
custom orders through our site is simple. Once customers
Lawson Infor
register as a School Specialty School or Business user, they can:
LINQ ERP / Alio
• Assign users to their district account. nVision by Finance Manager
• Set up an approval workflow that mirrors their current process. Oracle
• View contracted pricing and access all our products without Oracle Fusion
having to search through multiple paper catalogs. Peoplesoft
• Personalize their shopping experience by creating customized PowerSchool Business Plus
shopping lists and shopping carts. PowerSchool Efinance Plus
SAP
• View an online dashboard that shows all their account activity
SCView / Strategic Solutions
at a glance, including their carts, invoices, orders, lists, and
Skyward
account notifications.
Smart Finance
2) Procurement Spendbridge
Procurement Integration (Punchout online ordering process) is the Tyler Infinite Visions / ERP Pro
alternative that lets customers streamline their purchasing. Tyler Munis
• Customers create an interface between the School Specialty Varis / Buyer Quest
website and their district’s procurement system (Punchout, Wincap
EDI, and many others — see the list on this sheet). Workday
• Customers search for items and enter them the same simple
way as in Option #1, and their district’s procurement system
remains in control of all purchasing.
• Order requisitions begin by accessing our website from
directly within the district’s procurement system, retrieving
all line item details.
• Their buyers do NOT need their own login for the district’s
accounting system — the buyers remain on our site, and
we send all their submitted carts to the district’s punchout/
procurement system.
• Any customer who needs to review carts can access our site
through their accounting software punchout system, then
simply click MY ACCOUNT and choose RETRIEVE CARTS. They
find their buyers’ cart, view it, then click RETRIEVE to instantly
see all the line items in their accounting software requisition!
Select.SchoolSpecialty.com • 888.388.3224
School Specialty Online: At-A-Glance
SHOPPING ONLINE PROVIDES ACCESS TO ALL OF OUR BRANDS
YOUR ECOMMERCE TEAM
Senior Manager, Commerce Enablement and Support
Debbie Dice
Debbie.Dice@SchoolSpecialty.com
Commerce Enablement Manager
Gina Provenzale
Gina.Provenzale@SchoolSpecialty.com
Senior Manager, Commerce Punchout Enablement
Kurt Vanhandel
Kurt.Vanhandel@SchoolSpecialty.com
ECOMMERCE CUSTOMER CARE (ECC)
WebSupport@SchoolSpecialty.com
Call: 888-388-3224, Monday to Friday, 7 am-5 pm CST
Chat Online: Monday to Friday, 7 am - 5 pm CST
Select.SchoolSpecialty.com • 888.388.3224 All rights reserved. ©2024 School Specialty, LLC
CO_472950 | 6/24
#40
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty, LLC has achieved Platinum status with the Green
Business Bureau.
The company joined the GBB in 2019 and has leveraged the
platform and apps to manage their sustainability initiatives and track
their progress. School Specialty, LLC completed enough initiatives to
reach 400 EcoPoints to earn the GBB Platinum Seal. The
company is committed to protecting the environment, engaging
employees and customers in their sustainability efforts, and saving
money through more efficient operations. They continue to utilize the
GBB framework and online tools to become greener and meet their
sustainability goals.
School Specialty was looking for an opportunity to take small steps
towards becoming a more environmentally friendly organization for
both customers and employees. As a distributor of highly
consumable products, it was important for them to look internally at
what they could, and should, be doing to reduce their large footprint.
Some of the activities which helped School Specialty achieve
Platinum status toward green certification was the creation Green
Teams throughout the company which served as the initial
supporters of greening the business, enlisting and informing all
employees of key activities, assessing where the organization was at
in terms of green efforts and creating programs where employees
can engage in green activities.
Like many organizations, School Specialty and our Project Green
Teams initially focused on low-hanging fruit when the program first
started. Putting focus on changes that include recycling of paper,
adding low water flow censors, changing out paper cups in the
cafeterias to ceramic, ensuring that all cleaning supplies are green.
After a bit of time the teams have started to tackle some of the long-
term goals that include:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Implementing virtual office spaces
• Utilizing productivity tools like Microsoft Teams for meetings to
reduce travel and the carbon footprint
• Replacing employee water coolers with zero bottle coolers
• Upgrading office lighting to LED
• Working to make office and distribution spaces Zero Waste
School Specialty is committed to protecting and preserving the
earth’s natural resources. To carry out this commitment, we:
• Assist our customers with their green initiatives, promoting
environmentally friendly processes that will save money while
saving the planet.
• Minimize the creation of waste by encouraging and promoting
reduction, reuse and recycling in all of our activities.
• Conserve natural resources by reducing our consumption of
energy and water.
• Strive to increase the quantity and types of products with post-
consumer recycled content that we both use in our daily
operations and sell to our customers.
• Source and promote environmentally friendly products for
purchase by our customers.
• Encourage the protection of endangered forests by using
paper, cartons, pallets and the like produced with fiber from
sustainably managed forests.
• Ensure compliance with both the letter and the intent of all
applicable environmental laws and regulations.
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
School Specialty has invested resources in 3 areas as part of our
commitment to preserving and protecting the environment. These
areas include catalog marketing and distribution, office and
distribution center operations and merchandising. An overview of
each follows:
Catalog Marketing, Distribution & Circulation:
School Specialty has partnered with LSC Communications, a leading
provider of print communications for the printing of our catalogs.
LSC’s sustainability approach is reflected in a variety of practices
across four categories.
• Resource Efficiency – identify, measure and continuously
improve efficiencies associated with consumption and use of
energy, raw materials, water and other resources.
• Green Procurement – they extend their influence across the
breath of the supply chain by encouraging sustainable
practices among suppliers and enabling them for customers.
• Reduce, Reuse, Recycle – everyday actions taking place in
manufacturing, administrative and service facilities.
• Stewardship – striving to learn and share best practices
through education, communication and demonstration.
LSC has been recognized by Corporate Responsibility Officer
Magazine (CRO) as one of the 10 Best Corporate Citizens in its
Media category, and they have been named multiple times on the
Down Jones Sustainability Index (DJSI).
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
Office and Distribution Center Operations
• All offices and distribution centers are required to recycle all
aluminum, paper, plastic, and glass.
• Distribution center recycle all undamaged inbound cartons,
corrugate and pallets.
• All purchased corrugate contains a minimum of 60% post-
consumer recycled content.
• We do not accept any paper or corrugate that is sourced from
forests that have been identified as endangered or “old
growth” forests.
• Corrugate suppliers must obtain their fiber from forests
managed under a credible forest certification scheme
wherever possible or have procurement systems that are third
party certified. We recognize the following certification
schemes as credible: Sustainable Forestry Initiative (SFI),
Forest Stewardship Council (FSC), Canadian Standards
Association (CSA), Pan- European Forestry Certification
(PEFC), and the American Tree Farm System (ATFS).
• School Specialty has been pursuing energy efficient upgrades
at all of our facilities including environmental improvements in
lighting mechanical systems (including boilers, HVAC, motors),
programmable thermostats and lighting controls.
School Specialty’s entire Merchandising Team (VP, Directors,
Category Managers, and Merchandise Managers) is focused on
working with suppliers to improve our products and the impact
on the environment. Every supplier is required to provide
information on their products/company, including:
#40 CONTINUED
Describe Offeror’s green or sustainability
program. What type of reporting or reviews
are available to participating agencies?
• Green Seal certification
• Recycled product and content of material
• Certification of wood sourcing
• Participation in Leadership and Energy & Environmental
Design
This information is utilized to make Approved Supplier/Approved
Item decisions on an everyday basis
At School Specialty we are proud of our efforts and
accomplishments in environmental stewardship, and we
recognize that they are just a start. Each day we learn more
about what we can do to improve and enhance our efforts to
protect and preserve our environment for the benefit of
generations to come.
Improving on our green strategy is a never-ending process.
School Specialty deems at least 10% of its Core Products
environmentally preferable, which includes products that are:
• Made from recycled materials.
• Green Seal certified.
• Energy Star rated.
• Energy efficient, non-toxic, or biodegradable
• Green-Label certified to improve indoor air quality.
• SCS (Scientific Certification Systems) certified.
• FSC (Forest Stewardship Council) trademarked.
#41
Describe any social diversity
initiatives.
School Specialty acknowledges and fully embraces diversity
participation programs. We are committed to working with and
continually adding certified diversity vendor partners to our supply
chain for product and services. We’re actively pursuing new supply
and service partners that hold these certifications.
Our many years of contracting with diversity partners has given us
the experience and ability to build an engagement process that
exceeds minimum requirements and compliance. We attend and
participate in most national and regional conferences of WBENC and
NMSDC organizations annually. School Specialty’s process begins
with the utilization of databases of both the NMSDC and WBENC to
source certified businesses in many business verticals. We then
began the due diligence process of business validation and
capabilities measurements. Once this step is completed, we then
match our requirements and business standards with our prospective
partners. We utilize the client’s Master Service Agreement to add
third party provided services with a defined Scope of work with the
named third party. The pricing to our client is not affected as our
internal profitability is a shared model with the third party.
15
#42
Provide example(s) of general guidance on
executing strategies for successful adoption
of new polices, processes and procedures.
School Specialty has a full-time Program Management staff
responsible for change management that involves executing and
implementing new policies, processes, and procedures. They are
responsible for creating content, documentation, training, and roll-out
of new policies or procedures.
Successful adoption of new policies, processes, and procedures
hinges on a multi-faceted approach. Building buy-in from the outset
is crucial. The School Specialty Program Management team starts by
engaging stakeholders early, clearly communicating the "why" behind
the changes, and ensuring everyone has access to clear, concise
documentation through our intranet and for customers our help site.
If the change is significant, we rollout changes by tailoring training to
specific roles and offering it in various formats. Furthermore, we offer
ongoing support through dedicated resources and feedback
mechanisms to foster a culture of continuous improvement. By
implementing these strategies and tailoring them to the specific
context, we increase the chances of successful adoption.
The Program Management team follows this process for change
management related to both our internal and external customers.
The process has a wide range from implementation of new systems
to rolling out new sales processes and much more.
#43
Provide a brief history of the Offeror, including
year it was established and corporate office
location.
Since 1959, School Specialty® has been a leading provider of
educational products and services for the infant through 12th grade
market in the U.S and Canada. The company designs,
manufactures, and distributes solutions including furniture &
equipment, educational technology as well as a broad selection of
everything else a school needs for their buildings and grounds.
These include trusted national brands, as well as well-recognized
proprietary Brands such as Classroom Select® furniture, Childcraft®
early learning materials and furniture, Snoezelen® sensory furniture
and equipment, and FOSS Science Curriculum. We also provide
expert guidance, design services and professional development
within the categories we support.
At our core, we are a purpose-driven organization. Everything we
offer, from crayons to curriculum to complete learning environments,
is designed to support educators, raise student outcomes and
ultimately, transform more than classrooms.
Our corporate headquarters is located at W6316 Design Drive
Greenville, WI 54942.
#44
Describe Offeror’s reputation
in the marketplace
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. We’re the nation’s largest K-12 provider of educational
supplies, furniture and equipment and related services. With our
breadth of products and services, we are widely known as an
outstanding company that customers continuously want to partner
with for their furniture needs. They appreciate the best-in-class
products and services we offer that helps their educators to provide
learning environments that meet and exceed the expectations of
their students and communities.
We rely on our field sales representatives as the face of our
company to represent us well with our customers which they do daily,
and customers have demonstrated this by repeatedly placing their
furniture needs with School Specialty. We rely on all of our
associates regardless of what department they work in to commit to
teamwork, professionalism, mutual trust, and respect to help achieve
absolute customer satisfaction.
We believe our company brands (Abilitations, Achieve it!, Califone,
Childcraft, Classroom Select, Delta Education, Flaghouse, Foss,
Frey Scientific,Kits for Kidz, Projects by Design, Sax, schoolkids,
School Smart, Snoezelen, and Sportime hold the leading market
positions in their respective categories. We have also solidified this
leading market position by acquiring companies that have expanded
our geographic presence and product offering. The critical mass we
have achieved allows us to benefit from increased buying power
while leveraging our national distribution network and sales force to
operate more efficiently.
#45
Describe Offeror’s reputation of products and
services in the marketplace.
School Specialty LLC (SSL) is the largest, and only, national U.S.
distributor of non-textbook educational supplies and furniture for
students’ pre-kindergarten through grade 12. We are a leading
education company that provides products, programs, and services
that help educators engage and inspire students.
SSL is a corporation organized under the laws of the State of
Delaware and has been in business since 1959. We have the largest
and most sophisticated distribution network among our direct
competitors with hundreds of manufacturers along with our own
proprietary furniture lines, Classroom Select, Childcraft and our third
proprietary brand of sensory products, Snoezelen, which we added
back in 2023. We are still seven times larger than our next closest
competitor in the school market.
Through our combined family of companies and acquisitions, School
Specialty, Inc. has over 100 years of experience in providing
teaching aids and classroom furniture to the educational community.
**Only 1,000 characters, stops here We provide a comprehensive
offering of high-quality products and related services nationally.
Some of these categories include science, art, reading & literacy,
early childhood, life skills, physical education and health, special
learning needs, visual media, furniture, and equipment including
sensory items, instructional materials, library related products, and
many other classroom essentials. We offer over 100,000 products to
more than 110,000 schools throughout the United States & Canada.
We recognize that educational procurement decisions are made by
administrators at the district and school levels, and by teachers and
curriculum specialists at the classroom level. As a result, we have
created an innovative multi-channel sales and marketing strategy
enabling us to market our products to the various levels of buyers
within the education market.
#45 CONTINUED
Describe Offeror’s reputation of products and
services in the marketplace.
The "traditional" or "top down" approach targets school districts and
school administrators through our traditional sales force.
We believe our proprietary brands hold the leading market position in
their respective categories. We have also solidified this leading
market position by acquiring companies that have expanded our
geographic presence and product offering. The critical mass we have
achieved allows us to benefit from increased buying power while
leveraging our national distribution network and sales force to
operate more efficiently.
School Specialty has grown through internal expansion of its current
products and aggressive acquisition of additional education-based
companies. With this growth come opportunities for all School
Specialty associates. The company relies on its associates to commit
to the teamwork, professionalism, and mutual trust and respect it
takes to achieve absolute customer satisfaction.
#46
Describe the experience and
qualifications of key employees.
• Greg Harbaugh, Vice-President National Contracts & Strategic Accounts -
Greg.Harbaugh@SchoolSpecialty.com
Greg has over 20 years of experience working in the education market
managing and designing national, state, and regional cooperative contracts. He
has led School Specialty’s national contracts team for more than ten years
implementing standards that have help contracts growth throughout his tenure
as the leader of the team.
Greg is also responsible for request for proposals from qualification to
composition and implementation. Greg has also received Region of the Year
award for highest growth percentage.
• Helen Schleis, Director Contracts & Cooperatives, East Region -
Helen.Schleis@SchoolSpecialty.com
Helen has been with School Specialty for over 18 years in various roles
including merchandising, marketing, and product management before moving
into Contracts 10 years ago. She has over 20 years in the Education industry
in sales and marketing and currently works with the School Specialty sales
team for the Eastern half of the country to understand contract utilization and
strategy and grow contract revenue in accounts.
• Belkys Quintana, Director Contracts & Cooperatives, West Region -
Belkys.Quintana@SchoolSpecialty.com
Belkys has been with School Specialty for over 6 years working on
cooperatives and contracts. She has over 20 years in both the Education &
Hospitality industries in sales, marketing, and contracts. Currently, she works
with the School Specialty sales team for the Western half of the country
promoting and training contracts utilization and strategy to help grow sales
revenue.
#46 CONTINUED
Describe the experience and
qualifications of key employees.
• Wade Seeley, Director Learning Environment Sales, West Region -
Wade.Seeley@SchoolSpecialty.com
With 20 years of experience in learning environments, including 17+ years at
School Specialty, Wade brings unrivaled expertise and a true passion for
guiding his team in developing breakthrough strategies and innovative
solutions for the schools and districts they serve. Wade has extensive
experience working with educators, which gives him a deep understanding of
the challenges they face and the goals they strive for. He is able to leverage his
comprehensive knowledge of the School Specialty offering of products,
services and resources to tailor the very best solutions for their unique needs.
Over his career, Wade has also built strong relationships with both the architect
and design community and manufacturers, making him a valuable partner to all
stakeholders. Wade worked as a Projects by Design Specialist, Regional Sales
Manager, and Market Development Manager at School Specialty for 15+ years.
He then served as a Regional Sales Director and MiEN Environments and a
Project Sales Manager at MooreCo before returning to School Specialty as the
Director of Learning Environment Sales, inspired by the opportunity to help
“transform more than classrooms.”
• Dan Carl, Director Learning Environment Sales, East Region -
Dan.Carl@SchoolSpecialty.com
With 28 years of experience in learning environments, including 9 years at
School Specialty, Dan brings a true passion for working across School
Specialty teams helping to develop education industry knowledge. Dan has
extensive experience working with educators and key stakeholders, which
gives him a deep understanding of the challenges they face and the goals they
strive for. He is able to leverage his comprehensive knowledge of the School
Specialty offering of products, services and resources to tailor the very best
solutions for their unique needs.
During his time at SSL, Dan worked as a Market Development Manager,
Business Development Manager for Classroom Select and Childcraft, and now
the Director of Learning Environment, Sales. Prior to coming to SSL, Dan
worked for the Education Furniture Manufacturer- Artco-Bell and for a family-
owned furniture dealer in Pennsylvania. Knowing that education is
foundational and that learning environments can impact student achievement,
Dan remains inspired by all SSL team members to help educators “transform
more than classrooms.”
22
School Specialty Litigation Summary
Pending Litigation:
• Joanna M. Mankowski vs. School Specialty, Inc. et al. Madison County Third Judicial Circuit Court,
Illinois, Case # 18L702, March 06, 2019. This claim is for wrongful death related to exposure to
asbestos. The plaintiff has sued a broad category of defendants. School Specialty has responded to
interrogatories but has not received a response to from plaintiff regarding how the alleged exposure
occurred. This lawsuit is in the discovery stage, and the trial date has been postponed multiple times.
Concluded Litigation:
• Virco Mfg. Corporation v. School Specialty, Inc., U.S. District Court for the District of Delaware, Case
No. 1:20-cv-906-LPS. On July 2, 2020, Virco Mfg. Corporation (“Virco”) filed a lawsuit against School
Specialty for patent infringement. The lawsuit primarily alleged that School Specialty is infringing on
Virco’s U.S. Patent Nos. 7,147,284 and 10,537,180 by manufacturing, selling, offering for sale, using,
and/or importing certain products, namely the Classroom Select Inspo Rocker (including the 14 Inch,
16 Inch, 20 Inch, A+ and Chrome Frame models), the Classroom Select Inspo Floor Rocker (including
the A+ Shell, A Shell, B Shell, and C Shell models), and the Classroom Select NeoClass Floor Rocker
(including the A+ Shell, A Shall, B Shell, and C Shell models). In March of 2021, Virco amended the
complaint to allege trade dress infringement and false designation of origin claims. In November of
2021, Virco further amended the complaint to include a claim for false designation of origin under the
Lanham Act and a claim for violation of the Consumer Product Safety Improvement Act (CPSIA). This
lawsuit was resolved by way of a confidential settlement agreement.
• Tunnel IP LLC vs. School Specialty, LLC, U.S. District Court for the Northern District of Ohio, Case No.
1:22-cv-00888. This lawsuit, filed on May 27, 2022, alleges that School Specialty is infringing on Tunnel
IP’s U.S. Patent No 7,916,877 with its Califone branded product, the PA920 Power Pro Portable PA.
This lawsuit was resolved by way of a confidential settlement agreement.
• Aaron Nathanial Douglas vs. Premier School Agendas LTD, Peel District School Board and Castlebridge
Public School, Ontario Superior Court of Justice, Canada, Court File 00-19-00000626-0000, February
8, 2019. This is a product liability lawsuit related to alleged injuries sustained from the use of a Neorok
stool. This lawsuit was resolved by way of a confidential settlement agreement.
• Lori Zolman v. School Specialty, Inc., Northern District of Ohio, United States District Court Case #
118CV01926. On August 21st, 2018, Lori Zolman filed a lawsuit against School Specialty for various
claims related to wrongful termination. The lawsuit was resolved by way of a confidential settlement
agreement.
• Coding Technologies, LLC v. School Specialty, Inc. On May 5th, 2018, School Specialty received a
summons and copy of a lawsuit filed in the United States District Court for the District of Delaware.
The lawsuit is for patent infringement, regarding the use of QR codes in School Specialty catalogs. The
lawsuit was resolved by way of a confidential settlement agreement.
• Carol Bailey vs. Saddleback Valley Unified School District, School Specialty, Inc. and Balfour Beatty
Construction, LLC in the Superior Court, County of Orange, State of California, Court Action 30-2016-
00866602-CU-PO-CJC. An invitee to a High School social function was injured on a concrete locker
“mat”. School Specialty was contracted to move lockers to an adjacent area. This matter was resolved
by way of a confidential settlement agreement.
• Renner v. Artcobell et al. Civil Action No.: 3:15-cv-01646-JCH. On November 10th, 2015, Keri Ann
Renner filed a lawsuit against School Specialty and Artcobell/Midwest Folding, for an injury allegedly
caused by a defective cafeteria table that was sold by School Specialty and manufactured by
Artcobell/Midwest folding. This is an insured claim. The parties entered into a confidential settlement
agreement.
• Sanders v. Lobar, Inc., et al. This lawsuit alleges that the defendants maintaining control of the safety
at the construction site for Maple Manor Elementary/Middle School in Hazleton Pennsylvania did so
improperly as to cause an injury to a business invitee on steel rebar. School Specialty was contracted
to provide furniture for the finished classrooms and currently believes it was included in this lawsuit
because all contracted parties were named as defendants. The complaint was served on October 6th,
2016. School Specialty was dismissed from this claim with no liability.
• Doyle Bruce, etc., vs. School Specialty, Inc., etc., et al., Fresno County - Superior Court, CA, Filed
February 2, 2017 - Case # 17CECG00364. Mr. Bruce was let go in November of 2016 as part of SSI's
sales restructuring. Mr. Bruce was a sales representative in Fresno CA. Mr. Bruce alleged age
discrimination and other damages. The parties entered into a confidential settlement agreement.
• Tim Ridgway vs School Specialty, Inc. Fulton County State Court, Case # 16EV004688, October 12,
2016. This lawsuit alleged that School Specialty breached its severance agreement with Tim Ridgway.
The parties entered into a confidential settlement agreement.
• Tangelo IP, LLC v School Specialty, Inc. Civil Action No. 2:17-cv-143-JRG, United States District Court
for the Eastern District of Texas. The complaint alleged that School Specialty’s online digital catalogs
infringe Tangelo’s, Patent, Patent No. 8,429,005. The parties entered into a confidential settlement
agreement in May of 2017.
School Specialty Concludes Financial Restructuring Process
and Emerges From Chapter 11
GREENVILLE, Wis., June 11, 2013 (GLOBE NEWSWIRE) — School Specialty, Inc.
announced today that it has completed its financial restructuring and has officially emerged
from its Chapter 11 reorganization. In conjunction with its emergence, School Specialty has
a new, fully committed $175 million asset based revolving credit facility led by Bank of
America, N.A. and SunTrust Bank and a $145 million term loan facility led by Credit Suisse
Securities (USA) LLC.
School Specialty, Inc. emerged from the Chapter 11 process today after meeting all closing
conditions to the Company’s Plan of Reorganization, which was confirmed by the
Bankruptcy Court on May 23, 2013.
School Specialty’s President and CEO Michael P. Lavelle, said, “We have successfully
completed a major step in our corporate transformation by emerging with a sound capital
structure, significantly less debt, and the financial flexibility to continue building our business
to deliver better value for our customers. We thank our dedicated employees, suppliers and
business partners who supported us throughout this process. We also want our customers
to know how much we appreciate their business and the working relationship we have
forged over the years. Our mission is to exceed customer expectations in service and
quality and that is where our focus will be as we work with our business partners and
customers in their preparations for the upcoming school season and for the long term.”
Information concerning the restructuring is available at www.schoolspecialty.com. Claims
and distributions information and the Plan and Disclosure Statement are available
at www.kccllc.net/schoolspecialty or by calling (+1-877) 709-4758.
Statement Concerning Forward-Looking Information
Any statements made in this press release about future financial condition, results of
operations, expectations, plans, or prospects, constitute forward-looking
statements. Forward-looking statements also include those preceded or followed by the
words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “should,”
“plans,” “targets” and/or similar expressions. These forward-looking statements are based
on School Specialty’s current estimates and assumptions and, as such, involve uncertainty
and risk. Forward-looking statements are not guarantees of future performance, and actual
results may differ materially from those contemplated by the forward-looking statements
because of a number of factors, including the factors described in Item 1A of School
Specialty’s Annual Report on Form 10-K for the fiscal year ended April 28, 2012, which
factors are incorporated herein by reference. Except to the extent required under the federal
securities laws, School Specialty does not intend to update or revise the forward-looking
statements.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
About School Specialty, Inc.
School Specialty is a leading education company that provides innovative and proprietary
products, programs and services to help educators engage and inspire students of all ages
and abilities to learn. The company designs, develops, and provides preK-12 educators with
the latest and very best curriculum, supplemental learning resources, and school supplies.
Working in collaboration with educators, School Specialty reaches beyond the scope of
textbooks to help teachers, guidance counselors and school administrators ensure that
every student reaches his or her full potential. For more information about School Specialty,
visit www.schoolspecialty.com.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
School Specialty Litigation Summary
Pending Litigation:
• Joanna M. Mankowski vs. School Specialty, Inc. et al. Madison County Third Judicial Circuit Court,
Illinois, Case # 18L702, March 06, 2019. This claim is for wrongful death related to exposure to
asbestos. The plaintiff has sued a broad category of defendants. School Specialty has responded to
interrogatories but has not received a response to from plaintiff regarding how the alleged exposure
occurred. This lawsuit is in the discovery stage, and the trial date has been postponed multiple times.
Concluded Litigation:
• Virco Mfg. Corporation v. School Specialty, Inc., U.S. District Court for the District of Delaware, Case
No. 1:20-cv-906-LPS. On July 2, 2020, Virco Mfg. Corporation (“Virco”) filed a lawsuit against School
Specialty for patent infringement. The lawsuit primarily alleged that School Specialty is infringing on
Virco’s U.S. Patent Nos. 7,147,284 and 10,537,180 by manufacturing, selling, offering for sale, using,
and/or importing certain products, namely the Classroom Select Inspo Rocker (including the 14 Inch,
16 Inch, 20 Inch, A+ and Chrome Frame models), the Classroom Select Inspo Floor Rocker (including
the A+ Shell, A Shell, B Shell, and C Shell models), and the Classroom Select NeoClass Floor Rocker
(including the A+ Shell, A Shall, B Shell, and C Shell models). In March of 2021, Virco amended the
complaint to allege trade dress infringement and false designation of origin claims. In November of
2021, Virco further amended the complaint to include a claim for false designation of origin under the
Lanham Act and a claim for violation of the Consumer Product Safety Improvement Act (CPSIA). This
lawsuit was resolved by way of a confidential settlement agreement.
• Tunnel IP LLC vs. School Specialty, LLC, U.S. District Court for the Northern District of Ohio, Case No.
1:22-cv-00888. This lawsuit, filed on May 27, 2022, alleges that School Specialty is infringing on Tunnel
IP’s U.S. Patent No 7,916,877 with its Califone branded product, the PA920 Power Pro Portable PA.
This lawsuit was resolved by way of a confidential settlement agreement.
• Aaron Nathanial Douglas vs. Premier School Agendas LTD, Peel District School Board and Castlebridge
Public School, Ontario Superior Court of Justice, Canada, Court File 00-19-00000626-0000, February
8, 2019. This is a product liability lawsuit related to alleged injuries sustained from the use of a Neorok
stool. This lawsuit was resolved by way of a confidential settlement agreement.
• Lori Zolman v. School Specialty, Inc., Northern District of Ohio, United States District Court Case #
118CV01926. On August 21st, 2018, Lori Zolman filed a lawsuit against School Specialty for various
claims related to wrongful termination. The lawsuit was resolved by way of a confidential settlement
agreement.
• Coding Technologies, LLC v. School Specialty, Inc. On May 5th, 2018, School Specialty received a
summons and copy of a lawsuit filed in the United States District Court for the District of Delaware.
The lawsuit is for patent infringement, regarding the use of QR codes in School Specialty catalogs. The
lawsuit was resolved by way of a confidential settlement agreement.
• Carol Bailey vs. Saddleback Valley Unified School District, School Specialty, Inc. and Balfour Beatty
Construction, LLC in the Superior Court, County of Orange, State of California, Court Action 30-2016-
00866602-CU-PO-CJC. An invitee to a High School social function was injured on a concrete locker
“mat”. School Specialty was contracted to move lockers to an adjacent area. This matter was resolved
by way of a confidential settlement agreement.
• Renner v. Artcobell et al. Civil Action No.: 3:15-cv-01646-JCH. On November 10th, 2015, Keri Ann
Renner filed a lawsuit against School Specialty and Artcobell/Midwest Folding, for an injury allegedly
caused by a defective cafeteria table that was sold by School Specialty and manufactured by
Artcobell/Midwest folding. This is an insured claim. The parties entered into a confidential settlement
agreement.
• Sanders v. Lobar, Inc., et al. This lawsuit alleges that the defendants maintaining control of the safety
at the construction site for Maple Manor Elementary/Middle School in Hazleton Pennsylvania did so
improperly as to cause an injury to a business invitee on steel rebar. School Specialty was contracted
to provide furniture for the finished classrooms and currently believes it was included in this lawsuit
because all contracted parties were named as defendants. The complaint was served on October 6th,
2016. School Specialty was dismissed from this claim with no liability.
• Doyle Bruce, etc., vs. School Specialty, Inc., etc., et al., Fresno County - Superior Court, CA, Filed
February 2, 2017 - Case # 17CECG00364. Mr. Bruce was let go in November of 2016 as part of SSI's
sales restructuring. Mr. Bruce was a sales representative in Fresno CA. Mr. Bruce alleged age
discrimination and other damages. The parties entered into a confidential settlement agreement.
• Tim Ridgway vs School Specialty, Inc. Fulton County State Court, Case # 16EV004688, October 12,
2016. This lawsuit alleged that School Specialty breached its severance agreement with Tim Ridgway.
The parties entered into a confidential settlement agreement.
• Tangelo IP, LLC v School Specialty, Inc. Civil Action No. 2:17-cv-143-JRG, United States District Court
for the Eastern District of Texas. The complaint alleged that School Specialty’s online digital catalogs
infringe Tangelo’s, Patent, Patent No. 8,429,005. The parties entered into a confidential settlement
agreement in May of 2017.
School Specialty Concludes Financial Restructuring Process
and Emerges From Chapter 11
GREENVILLE, Wis., June 11, 2013 (GLOBE NEWSWIRE) — School Specialty, Inc.
announced today that it has completed its financial restructuring and has officially emerged
from its Chapter 11 reorganization. In conjunction with its emergence, School Specialty has
a new, fully committed $175 million asset based revolving credit facility led by Bank of
America, N.A. and SunTrust Bank and a $145 million term loan facility led by Credit Suisse
Securities (USA) LLC.
School Specialty, Inc. emerged from the Chapter 11 process today after meeting all closing
conditions to the Company’s Plan of Reorganization, which was confirmed by the
Bankruptcy Court on May 23, 2013.
School Specialty’s President and CEO Michael P. Lavelle, said, “We have successfully
completed a major step in our corporate transformation by emerging with a sound capital
structure, significantly less debt, and the financial flexibility to continue building our business
to deliver better value for our customers. We thank our dedicated employees, suppliers and
business partners who supported us throughout this process. We also want our customers
to know how much we appreciate their business and the working relationship we have
forged over the years. Our mission is to exceed customer expectations in service and
quality and that is where our focus will be as we work with our business partners and
customers in their preparations for the upcoming school season and for the long term.”
Information concerning the restructuring is available at www.schoolspecialty.com. Claims
and distributions information and the Plan and Disclosure Statement are available
at www.kccllc.net/schoolspecialty or by calling (+1-877) 709-4758.
Statement Concerning Forward-Looking Information
Any statements made in this press release about future financial condition, results of
operations, expectations, plans, or prospects, constitute forward-looking
statements. Forward-looking statements also include those preceded or followed by the
words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “should,”
“plans,” “targets” and/or similar expressions. These forward-looking statements are based
on School Specialty’s current estimates and assumptions and, as such, involve uncertainty
and risk. Forward-looking statements are not guarantees of future performance, and actual
results may differ materially from those contemplated by the forward-looking statements
because of a number of factors, including the factors described in Item 1A of School
Specialty’s Annual Report on Form 10-K for the fiscal year ended April 28, 2012, which
factors are incorporated herein by reference. Except to the extent required under the federal
securities laws, School Specialty does not intend to update or revise the forward-looking
statements.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
About School Specialty, Inc.
School Specialty is a leading education company that provides innovative and proprietary
products, programs and services to help educators engage and inspire students of all ages
and abilities to learn. The company designs, develops, and provides preK-12 educators with
the latest and very best curriculum, supplemental learning resources, and school supplies.
Working in collaboration with educators, School Specialty reaches beyond the scope of
textbooks to help teachers, guidance counselors and school administrators ensure that
every student reaches his or her full potential. For more information about School Specialty,
visit www.schoolspecialty.com.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
#51
Value Add
• Professional Development - Professional Development is
available in multiple formats to fit the individual needs of you and
your educators. Live or recorded webinars, in-person half and full-
day sessions, we can design something specifically for you.
General topics are available for all categories. These include, but
are not limited to: Sunlight, Shimmer and Shadow as Art
Techniques, Integrating STEAM, How to Create a Makerspace in
Your School, Including Sensory Solutions in the Classroom,
Understanding Sensory Processing as Part of Universal Design,
10 Terrific Tips to Promote Good Fine Motor Skills, Nutrition
Education, Proven Strategies for Making PE Fun, Engaging &
Meaningful, PE Strategies for a Quality Program, Modular
Robotics: Constructing Explanations and Designing Solutions at K-
8, Adapted Art/ Inclusive Art, Community of Artists.
• Projects by Design (PbD) – is our turnkey, collaborative and
complimentary service designed to help customers with their new
construction, large renovation projects. We work with the school
districts from initial discovery to final installation and beyond. Our
PbD program is a no cost, free service offered to our customers to
help them navigate easily and more efficiently with their larger
projects. Please see the attached Project Approach information
that provide more detail regarding our approach to projects. We
also utilize elements of the program for small, daily transactional
orders requiring installation and project management services.
• On a project-by-project basis, we can provide furniture inventory service
which includes evaluation and grading of existing furniture. Detailed
inventory reports by furniture type and condition are provided along with
replacement options and estimated costs. This service allows districts
to determine furniture replacement budgets and timelines. This service
is negotiated based on current market labor rates, needs, and is
typically non prevailing wage. The user agency and School Specialty
shall agree to the terms and final cost.
#51 CONTINUED
Value Add
• Design Services – We offer free design services regardless of if
the members projects are small or large. We offer 2D, 3D,
renderings, and space planning, and lab planning for all areas of
the K-12 learning environment.
• Concierge Order Services – for customers’ furniture purchase
orders that are $12,000 or greater, and do not require installation
or project management services, School Specialty now has a
program called “Concierge Order Management.” Our Concierge
Project Management Teams manage the orders from order entry to
final delivery. Our team will enter the orders, proactively provide
shipping reports to the customers, resolve any service-related
issues, and answer any questions related to the concierge orders.
In 2023, the Concierge Project Management team managed 2,051,
and our customers greatly appreciated this new program as they
did not have to call into Customer Care asking for ship dates or to
report service issues. They had one point of contact on the
Concierge team who worked with them directly.
• Delivery Services – All customers receive free, no charge inside
delivery and lift gate services.
• Sensory Rooms – School Specialty can create Sensory Rooms
for Special Education classrooms utilizing product from our
proprietary brand, Flaghouse. Because each child with special
needs has different needs, the products in a sensory room can
vary which means they may need to be customized in
manufacturing; thus, the items are not on a product list. The school
district can contact their local School Specialty sales
representative for product selection and pricing.
• Achieve It! – Achieve It! is our new instructional solutions brand
with resources in math, English language arts, and more. These
tools are designed to light the spark that lets all learners shine to
their full ability. Indianapolis PS can contact Jennifer McBride for
more details.
#52
Value Add
As part of the value-add product offering, we can provide stage
curtains through one of our manufacturing partners, Luxout Products.
Luxout Products is a manufacturer of custom stage curtains who also
perform installation services for their product line. We’re requesting
to add Luxout products under the furniture scope of “Related
Products, Support Services and Solutions. We believe including
Luxout as a “Value Added’ company will enhance and add value to
the contract through their ability to produce and install custom stage
curtains for OMNIA members.
School Specialty is an authorized dealer of Luxout product (please
see dealer letter of authorization). Nationally, we’ve have partnered
with them on custom stage curtains since 2010. Luxout includes cost
of products, shipping, and installation as part of their scope of
services for School Specialty’s stage curtain projects. For additional
information on Luxout and their offering, please visit their website at
https://www.luxout.com/. As each stage curtain project is consider
custom and unique to each opportunity, Luxout does not published a
MSRP Price List (they provide quotes for each project).
PROJECT
APPROACH
15
Design, project
management, & more
Projects by Design is our turnkey, collaborative, and
complimentary service designed to help you envision
and install dynamic, future-ready learning spaces.
We support you every step of the way from initial
discovery to design, delivery to development, through
installation and beyond.
We can be your single source for products, design,
and project management resulting in one P.O. for your
entire project.
16
Our proven process
DISCOVER
Discovery meeting, project roadmap, alignment
on budget and vision.
DESIGN
Design and product recommendations presented
in detailed color renderings. Final price proposals
— detailed room-by-room.
DELIVER
On site supervision of the entire post-award
process and management of all logistics.
DEVELOP
A variety of half- and full-day courses to help you
get the most out of your new environments.
17
DISCOVER
18
DISCOVER
Because our focus is on achieving YOUR unique objectives and
bringing YOUR instructional vision to life, the Discover phase is
all about getting to know you and understanding your needs.
An initial kick off meeting will review both high level strategy
and the all-important executional details.
• STRATEGIC VISION SESSION
• Review typical environments for each type of space needed
• Develop a picture of your vision
• Connect instruction to the environment
• Identify essential elements for each environment
• SCOPE & REQUIREMENTS REVIEW
• Review requirements of each area based on:
• instructional activity and intent
• storage requirements
• functions
• technology and architectural considerations
• If needed, conduct inventory of existing
furniture to assess condition and
determine what can be reused
19
DISCOVER
We have identified 6 Essential Design Elements® critical to
help transform a space into a dynamic, future-ready learning
environment. These serve as our guiding principles to
determine your needs and the possibilities for your spaces.
CHOICE: When students have CONNECTION: Collaboration
choices, they become more is the fuel that powers social
engaged. Provide a variety of energy. Create spaces that
seating, tables with variable encourage interaction between
heights, and a range of colors students, teachers, peers,
that inspire. and ideas.
COMFORT: Comfortable STIMULATION: Active learning
students feel confident to design doesn’t just allow
explore and discover. Fill physical movement, it helps
a space with ergonomic the mind swivel to attention,
furniture, appropriate encouraging thinking, focus
lighting, optimal air quality, and exploration.
and watch them go.
TECHNOLOGY: Tech is
VERSATILITY: One space can everywhere… and that’s where
serve many purposes. Create students need to be able to use
environments that can adjust it. Wire and equip rooms, and
across modes and activities by even furniture, to allow for
selecting furniture you can learning and charging.
remix and rearrange.
20
DESIGN
21
DESIGN
A LOCAL DESIGN PARTNER SUPPORTED
BY A NATIONAL TEAM
We know there is no substitute for in-person partnership.
Designer name, who lives right in location, will be your
dedicated designer. She will be supported by X additional
designers in region name.
18 300+
DESIGNERS years of
across the US combined experience
LEARNING
ENVIRONMENT All design services are
EXPERTISE COMPLIMENTARY
understanding the need for
different types of learners and
learning environments
22
Designs
Strict
for a variety
adherence
of learning
DESIGN to timelines &
lead times
environment
types
CAPABILITIES Custom Thought
designs leadership
Our expert team of interior
designers offer an extensive
menu of capabilities to Consultative,
meet your needs. Space planning
collaborative
& design
approach
Student- Product &
centered, design Designs
activity-based application within budget
solutions knowledge
CET drawings, School district Inventory
renderings & needs assessment
fly thru video assessment for reuse
Designs to
Project Attention to
accommodate client’s goals
presentations
different types & call outs & vision
of learners
Solutions that
Color & align with
Product
material instructional intent/
specification
selections pedagogy
Architect
collaboration to School district
Code
RFP/RFQ ensure design furniture
compliance
integrity standards
alignment
Product Installation Coordination
recommendations documentation with trades
24
DESIGN PROCESS
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
• Review learnings • Finalize Design • Confirm layouts • Provide post-
from Discover against site installation
phase • Check conditions materials
specifications
• Recommend • Prepare
initial design • Prepare for installation packet
concepts installation
• Verify
- Critical
dimensions
- Multiple
stakeholder
agreement
DELIVERABLES DELIVERABLES DELIVERABLES DELIVERABLES
• Layout with CET • 3D renders • Detailed product • As built drawing if
computerized smart specification list needed
furniture symbols • Detailed product
information, • Installation drawings • Project folder
• Space plan with including furniture & including
furniture selections finish call outs • Room by room list
for product staging • Submittals
• Initial finish • Furniture plans
recommendations • Color coded plans to
• Product/finish show item location
• Colors and materials selections
design board
• Initial budget and
timeline
Exact steps and deliverables dependent on scope
26
DESIGN
SCHEMATIC DESIGN
WHAT WE DO:
In this step, the information and insight we gathered during the
Discover Phase is used to develop initial designs.
This is a collaborative process where we work together to refine
the project goals and narrow in on the best solutions for you.
DELIVERABLES:
• Space plan & furniture layout
• Initial product selections
• Initial colors and materials
• Initial budget and timeline
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
27
DESIGN
DESIGN DEVELOPMENT
WHAT WE DO:
In this step, we bring the initial schematic designs to life, and
work with you to finalize all aspects of the design.
DELIVERABLES:
• 3D renders that let you see how the room(s) will look and feel
• Detailed product information, including furniture & finish call outs
• Furniture plans
• Product/finish selections
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
28
DESIGN
DESIGN DOCUMENTATION
WHAT WE DO:
Once designs are approved, we assemble a toolkit with everything
needed for you, the project managers, and installers to ensure
successful ordering, delivery, and installation.
DELIVERABLES:
• Detailed product specification list
• Installation drawings
• Dimensions, room #s, product #s, safety codes, and notes for staging
and furniture placement
• Room by room list for product staging
• Color coded plans to show item location
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
29
DESIGN
PROJECT COMPLETION
WHAT WE DO:
Our service doesn’t stop when the project ends. Post-installation,
we will give you all the materials pertaining to your project and also
store a comprehensive project folder at School Specialty so that
we can continue to meet your needs for the completed project,
and all future projects.
DELIVERABLES:
• As built drawing if needed
• Project folder including
• Computerized installation drawings
• Specifications
• Finishes and color selections
• Photographs
• Submittals
SCHEMATIC DESIGN DESIGN PROJECT
DESIGN DEVELOPMENT DOCUMENTATION COMPLETION
30
DELIVER
31
DELIVER
PROJECT MANAGEMENT PROCESS
Our expert team is here to manage every aspect of your
installation. You will have a dedicated, on-site project manager
who will oversee a trusted team to ensure your project is on time,
in budget, and completed to your satisfaction.
PRE-INSTALLATION INSTALLATION POST-INSTALLATION
• Gather documentation: Review • Weekly project meetings to • Final walk-through with
comprehensive installation track timing, tasks, and ensure Installer, Field Project Manager,
toolkit from design team scheduled deliveries are on time. and School Representative
- Specifications
• Daily communication providing • Punch list resolutions
- Installation drawings
punch list report, completion managed by your personal
- Call outs for approved layout,
status, any last-minute shipping representative
products, and finishes
delays
- Room by room • Monthly touch base through
• Walk through 4-6 weeks in • Punch list walk through when year 1. Your representative will
advance to plan all logistics and the installation is almost walk the site to determine any
evaluate site readiness, complete. Punch-list resolution warranty issues and evaluate
offloading & staging logistics. plan is put in place the furniture.
Includes: Installer, Field Project
Manager, Sales Team,
Construction Superintendent,
and School Representative
32
DELIVER
STRICT STANDARDS TO
ENSURE YOUR SATISFACTION
At School Specialty, working with schools is all we do. Over
hundreds of successful projects, we have developed standards to
ensure the school day is never interrupted and the final result meets
the needs of you, your staff, and students.
• Floor, wall, & elevator protection prior to project start
• Unloading & receiving with products inspected and
issues documented with photos
• Set in place, following room-by-room inventory list
• Assembly & inspection of all furniture and
equipment so it is ready to use
• Punch list items identified and documented
daily to Project Manager
• Punch list reviewed with school and
signed before crew’s departure
• Site cleaned at the end of each day
• Daily trash removal
• Product staged in an
approved area
33
DELIVER
ROBUST SUPPORT RESOURCES
As a large, national company, School Specialty is able to offer
robust resources and services. Along with your dedicated
project manager and local team, we support you with:
• Trusted installer network of approved, local partners
• Custom software system to manage and track projects,
providing timely and accurate information
• Network of transportation providers to ensure deliveries
are well cared for and arrive on-time
• Dedicated customer support teams to assist you at any
time
• Dedicated accounting department for accounts payable
and receivable support
• EDI capabilities to streamline invoicing
34
DEVELOP
36
DEVELOP
It’s hard to stay current on ever evolving techniques and teaching
styles. We support you with a variety of professional development
courses taught by former educators, administrators, and
researchers offering practical tips and inspiration to help you get
the most out of your learning environments.
This phase is ready when you are – before or after installation, to
inspire or train.
Our offerings continually evolve and expand as we stay on top of
the latest learnings. Current half- and full-day courses include:
• Designing Innovative Learning Spaces
• Culture and Climate in the Student-Centered Classroom
• Incorporating Authentic Student Voice and Choice in
the Classroom
• Building a Culture of Collaboration
• Instructional Strategies for Innovative Learning
37
Last Name First Name Territory
Barnkowsky Kayla AL
Staton Brooke AL
Anderson Kristina AZ
Lockwood Cinda AZ
McAlevy Kimberly AZ
Roy Kelli AZ
Kasper Traci CA
Beasley Sita CA
Carey Rickaye CA
Chiesa Dan CA
Contreras Angelica CA
Croley Tom CA
Dominguez Dina CA
Enns Thomas CA
Gibson Chris CA
Gonzalez Victor CA
Howell Leslie CA
Leng Linda CA
Levanduski Lexi CA
Matthiessen Patricia CA
Mueller Kenneth (Kenny) CA
Quincy David CA
Stump Michael CA
Tanner Gary CA
Vandeveer Shelley CA
Edison Sarah CO
Engles Bennie CO
Florian Paula CO
Quinlan Shawn CO
Schorer Susan CO
McGrath Daniel CT
Zanetti Michael CT
Baines Mark FL
Barnes Steve FL
Bortz Benjamin FL
Jancheson Rich FL
McCray Kaerra FL
Sanchez Gleivys FL
Tralka Christopher FL
Handwerk Franklin FL
Anderson MarKecia GA
Franciscus Mark GA
Weeks Melanie GA
Wood Stephen GA
Kokjohn Courtney IA
Resetich Leanna IA
Schiller Mark ID
Casey Kevin IL
Kuhlman Sam IL
Ricchetti Carrie IL
Roberts Tondalaya IL
Wehrheim Amanda IL
Williams Wesley IL
McBride Jennifer IN
Smith (Whealy)Heather KS
Hudson Todd KY
Waller Travis KY
Short Judy LA
Verdigets Nicholas LA
Curtis Jim MA
Whitman Michael MA
Clark Stephanie MD
Kennington Glenn MD
Lawrence Jeff MD
Medairy Stephanie MD
Tamm Kelsey MD
Hurt Charles MI
Longcore Tom MI
Philips Jill MI
Turner Kelli MI
Kaye Bob MN
Molander Katelyn MN
Byers Greg MO
Crain Ryan MO
Herrenbruck Adam MO
Hoey John MO
Easton Sean NC
Smith Leah NC
Bogner Lara NJ
Fertig Karen NJ
Gross David NJ
Hoskins Tom NJ
Niemeyer Donald NJ
Rossi Al NJ
Robles Alejandro NM
Stephens Patsy NM
Gannon Katherine NV
Carpentieri Joseph (Joe) NY
Florio Joseph NY
Golding Abbie NY
Hill Jr. Jeffrey NY
Jarosz Kristy NY
Schnur Eric NY
Simmons Adriane NY
Andreasson Carole OH
Belsito Matthew OH
Bourne Ken OH
Dornbusch Thomas OH
Leach Dale OH
Humprey Maggie OK
Stouten Erica OK
Tilton Joel OR
Hillgrove Bill PA
Suchoza Jacquelyne (Jackie) PA
Andrien Scott PA
Berrier Jacquelyne PA
Kline Jamie PA
Verhagen Selina PA
Wooley Leslie PA
Bean Bryan SC
Crawford Harold SC
Hall David TN
Puckett Alysia TN
Aldrich James TX
Behrend Don TX
Brown Pristen TX
Bruce Eriq TX
Combest Jareel TX
Darbelnet Lisa TX
Darden Whiney TX
Duran Jennifer(Nicole) TX
Fisk Patrick TX
Ghelber Brett TX
Gilbert Kimberly TX
Jaski Victoria TX
Johnson Valeri TX
Maldonado Rebecca TX
Martinez Silvia TX
Martinez Tatiana TX
Plata Ben TX
Reed Shelbi TX
Roberts Nicole TX
Salinas Patty TX
Smith Tracy TX
Summers Tanya TX
Valladares Ana TX
Wilburn Robin TX
Williams Kathleen TX
Wong Kevin TX
Young William TX
Graham-Fernandez
Gabi TX
Giannopoulos Patty UT
Mendenhall Jeanette UT
Parson Katrina UT
Barbieri Amanda UT
Davis Kristie VA
Little Patsy VA
Olmstead Brad VA
Payne Jordan VA
Stewart Barbara VA
Thomas Rosella VA
Etherton Lauren WA
Hutchinson Robert WA
Sprott Julie WA
Weller Brody WA
Bartman Mark WI
Matsen Kyle WI
Prior Mike OK
Last First Territories
Bond Ronald MA, ME, NH
Chasse Lisa New Jersey
CT, East NY/Long Island/NYC,
Cunningham Tucker RI, VT
Davenport Kaitlyn AL,GA, LA MS
Johnson Donaven MI - Greater MI
Kurtzman Alex MI - Detroit East West
Merkes Sheila NM
Oberman Eric DC,DE, KY, MD,SC,VA, WV
Schiotis Nicholas West NY, PA
Wilson Morgan FL, NC
Dickman Gina AK, WA, MT,OR
Dimech Ryan MO, TN
Gilbert Jordan TX, OK
Golding Sam AZ, HI, ID, CO
Hesser Jacqueline ND, SD, MN
Kaczorowski Courtney IN, AR
Kane Angie IL
Keddle Richard TX, NM, UT
Riddle John CA, MV
Schoaff Baylynn WI
Simenson Tesa IA, ND
Splattstoesser Isac NE, WY, SD
Ramirez Christopher FL, GA
Thompson Keegan NY, NJ
Blocker Brandi OH
Bond Ronald WI
Chasse Lisa NH
Cunningham Tucker IL
Davenport Kaitlyn GA
Dickman Gina CA
Dimech Ryan WI
Flores Faith IL
Foley Matt NH
Gilbert Jordan TX
Golding Sam NY
Hesser Jacqueline FL
Johnson Donaven MI
Kaczorowski Courtney WI
Kane Angie WI
Keberlein Mary WI
Keddle Richard MI
Kurtzman Alex OH
Lewis Matt WI
Merkes Sheila WI
Miskewitch Desiree IL
Nemeckek Beth IL
Oberman Eric NJ
Ramirez Christopher IL
Riddle John IL
Rivers Jr Mizell AR
Schoaff Baylynn WI
Severino Rose IL
Simenson Tesa WI
Splattstoesser Isac NE
Thompson Keegan IL
Wilson Morgan KY
September 30, 2021
Thuy Carlton
Carlton & Son Contractors, LLC
8816 Liberty Road
Randallstown, MD 21133
Dear Thuy Carlton:
CERTIFICATION NO. 21-554
The Maryland Department of Transportation’s (MDOT) Office of Minority Business Enterprise (OMBE) is
pleased to notify you that pursuant to the Minority Business Enterprise (MBE) Program, the Disadvantaged
Business Enterprise (DBE) Program, the Small Business Enterprise (SBE) Program and/or the Airport
Concessions Disadvantaged Business Enterprise Program (ACDBE), it has been determined that your firm meets
the eligibility standards and is certified in the following capacity:
NAICS Code - NAICS Industry Title
NAICS 238390 - DBE/MBE/SBE: OTHER BUILDING FINISHING CONTRACTORS (SPECIFICALLY:
MODULAR FURNITURE SYSTEM ATTACHMENT AND INSTALLATION; OFFICE FURNITURE,
MODULAR SYSTEM, INSTALLATION; METAL PANEL INSTALLATION; METAL PARTITION
INSTILLATION; PARTITION, MOVABLE AND/OR DEMOUNTABLE, INSTALLATION; AND TRADE
SHOW EXHIBIT INSTALLATION AND DISMANTLING CONTRACTORS)
NAICS 238990 - DBE/MBE/SBE: ALL OTHER SPECIALTY TRADE CONTRACTORS (SPECIFICALLY:
CLEANING BUILDING INTERIORS DURING AND IMMEDIATELY AFTER CONSTRUCTION)
NAICS 492110 - DBE/MBE/SBE: COURIERS AND EXPRESS DELIVERY SERVICES
NAICS 492210 - DBE/MBE/SBE: LOCAL MESSENGERS AND LOCAL DELIVERY
NAICS 531312 - DBE/MBE/SBE: NONRESIDENTIAL PROPERTY MANAGERS
NAICS 541611 - DBE/MBE/SBE: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT
CONSULTING SERVICES
Only certified firms are eligible to fulfill minority participation goals on contracts issued by the State of Maryland.
As of the date of this letter, your firm is listed in MDOT’s online Directory of Certified Firms. The Directory is
maintained in real time and serves as the official source of your firm’s certification status. It is used by prime contractors
and consultants seeking participation from minority/disadvantaged subcontractors.
It is important that you check your Directory listing and contact the OMBE at 410-865-1269 regarding corrections or
changes. You must inform OMBE of any change in circumstances affecting the firm’s ability to meet size,
disadvantaged status, ownership, or control requirements or any material change in the information provided in
the application within 30 days of the occurrence of the change. View your listing at
http://mbe.mdot.maryland.gov/directory/.
THIS CERTIFIES THAT
Configuration Chicago Inc.
* Nationally certified by the: CHICAGO MINORITY SUPPLIER DEVELOPMENT COUNCIL
*NAICS Code(s): 423210; 442210; 532490
* Description of their product/services as defined by the North American Industry Classification System (NAICS)
11/15/2023 CH01973
Issued Date Certificate Number
Ying McGuire
07/31/2024 NMSDC CEO and President
Expiration Date Debra Jennings-Johnson President / CEO
By using your password (NMSDC issued only), authorized users may log into NMSDC Central to view the entire profile: http://nmsdc.org
Certify, Develop, Connect, Advocate.
* MBEs certified by an Affiliate of the National Minority Supplier Development Council, Inc.®
Minority Business Enterprise (MBE)
Duron Building Specialties, LLC
Duron Building Specialties, LLC
has filed with the Agency an Affidavit as defined by NCTRCA Minority Business Enterprise (MBE) Policies &
Procedures and is hereby certified to provide service(s) in the following areas:
NAICS 238220: BATHROOM PLUMBING FIXTURE AND SANITARY WARE INSTALLATION
NAICS 238320: ELECTROSTATIC PAINTING, ON-SITE, CONTRACTORS
NAICS 322211: PARTITIONS, CORRUGATED AND SOLID FIBER, MADE FROM PURCHASED PAPER OR
PAPERBOARD
This Certification commences July 6, 2023 and supersedes any registration or listing previously issued. This
certification must be updated every two years by submission of an Annual Update Affidavit. At any time there is a
change in ownership, control of the firm or operation, notification must be made immediately to the North Central
Texas Regional Certification Agency for eligibility evaluation.
Certification Expiration: July 31, 2025
Issued Date: July 6, 2023
CERTIFICATION NO. HMMB05168N0725
__________________________________________
Certification Administrator
THIS CERTIFIES THAT
Environments Plus, Inc
dba EPI Corporate Solutions Inc
* Nationally certified by the: SOUTHERN CALIFORNIA MINORITY SUPPLIER DEVELOPMENT COUNCIL
*NAICS Code(s): 238390; 238310; 541410; 541614; 484210; 493110; 238350
* Description of their product/services as defined by the North American Industry Classification System (NAICS)
02/27/2024 SC43678
Issued Date Certificate Number
Ying McGuire
04/01/2025 NMSDC CEO and President
Expiration Date Virginia Gomez, President
By using your password (NMSDC issued only), authorized users may log into NMSDC Central to view the entire profile: http://nmsdc.org
Certify, Develop, Connect, Advocate.
* MBEs certified by an Affiliate of the National Minority Supplier Development Council, Inc.®
Texas Historically Underutilized Business (HUB) Certificate
Certificate/VID Number: 1200494192300
Approval Date: April 10, 2024
Scheduled Expiration Date: March 31, 2025
In accordance with the Memorandum of Agreement between the
WOMEN'S BUSINESS ENTERPRISE ALLIANCE (WBEA)
and the Texas Comptroller of Public Accounts (CPA), the CPA hereby certifies that
G & L INSTALLATIONS, INC.
has successfully met the established requirements of the State of Texas Historically Underutilized Business (HUB) Program to be
recognized as a HUB. This certificate printed April 10, 2024, supersedes any registration and certificate previously issued by the HUB
Program. If there are any changes regarding the information (i.e., business structure, ownership, day-to-day management, operational
control, addresses, phone and fax numbers or authorized signatures) provided in the submission of the business; application for
registration/certification into WBEA's program, you must immediately (within 30 days of such changes) notify WBEA's program in writing.
The CPA reserves the right to conduct a compliance review at any time to confirm HUB eligibility. HUB certification may be suspended or
revoked upon findings of ineligibiliy. If your firm ceases to remain certified in the WBEA's program, you must apply and become certified
through the State of Texas HUB program to maintain your HUB certification.
Statewide HUB Program
Statewide Procurement Division
Note: In order for State agencies and institutions of higher education (universities) to be credited for utilizing this business as a HUB, they must award
payment under the Certificate/VID Number identified above. Agencies, universities and prime contractors are encouraged to verify the company’s
HUB certification prior to issuing a notice of award by accessing the Internet (https://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp) or by
contacting the HUB Program at 512-463-5872 or toll-free in Texas at 1-888-863-5881.
DEPARTMENT OF THE TREASURY
PHIL MURPHY
Governor DIVISION OF REVENUE & ENTERPRISE SERVICES
P.O. BOX 026
SHEILA OLIVER TRENTON, NJ 08625-026 ELIZABETH MAHER MUOIO
Lt. Governor PHONE: 609-292-2146 FAX: 609-984-6679 State Treasurer
1st YEAR PROVISIONAL CERTIFICATION
APPROVED
under the
Minority and Women Business Certification Program
This certificate acknowledges LAST MILE DISTRIBUTION LLC DBA:Intercept Logistics
as a Provisionally Certified Women Business Enterprise (WBE) that has met the criteria
established by N.J.A.C. 17:46.
This certification will remain in effect for one year.
In order for the certification to remain in effect after the provisional one year period, the
business must submit a recertification application. The recertification application must be
submitted not more than 60 days prior to the anniversary of the provisional certification
approval.
If the business fails to submit the recertification application, the certification will lapse and
the business will be removed from the system (SAVI) that lists certified minority and
women-owned businesses. If the business seeks to be certified again, it will have to
reapply by submitting a new application.
Peter Lowicki
Deputy Director
Issued: 8/11/2023 Expiration: 8/11/2024
Certification Number: A0358-44 The expiration date is contingent on the proper and on-
time filing of all Annual Verifications for non-
provisional certificates. Please see above for more
detail.
BEAUMONT Finance
City of Beaumont, Texas
Certifies that
TURN KEY INSTALLATIONS
Meets all the criteria established by the City of Beaumont,
And thereby is duly registered as a Minority Business Enterprise,
To do business with the City ofBeaumont and its agents as such.
This certification is valid until June 26, 2025
June 26, 2023
Todd A. Si. Certification Date
Texas Historically Underutilized Business (HUB) Certificate
Certificate/VID Number: 1752504631800
Approval Date: April 18, 2023
Scheduled Expiration Date: April 18, 2027
The Texas Comptroller of Public Accounts (CPA), hereby certifies that
TX Office Installation Services, Inc
has successfully met the established requirements of the State of Texas Historically Underutilized Business
(HUB) Program to be recognized as a HUB. This certificate printed April 18, 2023, supersedes any
registration and certificate previously issued by the HUB Program. If there are any changes regarding the
information (i.e., business structure, ownership, day to day management, operational control, business
location) provided in the submission of the business; application for registration/certification as a HUB, you
must immediately (within 30 days of such changes) notify the HUB Program in writing. The CPA reserves
the right to conduct a compliance review at any time to confirm HUB eligibility. HUB certification may be
suspended or revoked upon findings of ineligibility.
Statewide HUB Program
Statewide Procurement Division
Note: In order for State agencies and institutions of higher education (universities) to be credited for utilizing this business as a HUB, they must award
payment under the Certificate/VID Number identified above. Agencies, universities and prime contractors are encouraged to verify the company’s HUB
certification prior to issuing a notice of award by accessing the Internet (https://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp) or by contacting the HUB
Program at 512-463-5872 or toll-free in Texas at 1-888-863-5881.
Freight Carrier Name Carrier Type
A. Duie Pyle LTL (Less Than Truck Load)
Dohrn Transfer LTL (Less Than Truck Load)
XPO Logistics LTL (Less Than Truck Load)
Old Dominion Freight lines LTL (Less Than Truck Load)
Averitt Express LTL (Less Than Truck Load)
ABF Freight LTL (Less Than Truck Load)
Pitt Ohio LTL (Less Than Truck Load)
FedEx Freight LTL (Less Than Truck Load)
Summit Eleven FTL (Full Truck Load)
Trinity Express FTL (Full Truck Load)
Transportation One, LLC FTL (Full Truck Load)
Third FTL (Full Truck Load)
Traffic Tech, Inc. FTL (Full Truck Load)
Priority 1, Inc. FTL (Full Truck Load)
OTR Transportation FTL (Full Truck Load)
Molo Solutions FTL (Full Truck Load)
Modelkite FTL (Full Truck Load)
Mountain Movers Transportation and Logistics FTL (Full Truck Load)
Bridge Logistics FTL (Full Truck Load)
Becker Logistics FTL (Full Truck Load)
Heniff FTL (Full Truck Load)
Experior Global FTL (Full Truck Load)
FedEX Ground Parcel
INSTALLATION COMPANY Minority Owned Certification Certifying Agency Certification No.
2G INSTALLATION N
360 INSTALL LLC N
8 GS COMMERCIAL CORP N
A AND L SCIENTIFIC CORP N
A AND M LABORATORY INSTALLATIONS LLC N
A WALECKA AND SON INC N
A-1 FIRST CLASS N
A1 FREEMAN NORTH AMERICAN INC N
A2Z INSTALLATIONS INC N
AAA LANDSCAPE N
AARON BROS MOVING SYSTEM INC N
AARONS INC N
ABELS FINE FURNITURE MOVERS INC N
ABLE EQUIPMENT INSTALLERS N
ABS FACILITY SERVICES INC N
ACCESS AUDIO-VISUAL SYSTEMS INC N
ACCURATE CORPORATE SERVICES N
ACE WAREHOUSE AND LOGISTICS LLC N
ACTION MOVING SERVICES INC N
ADR ENVIRONMENTAL GROUP INC N
ADVANCE GROUP N
ADVANCE MANAGEMENT INC N
ADVANCE METRO MOVERS OF NEW YORK N
ADVANCE OFFICE INSTALLATIONS INC N
ADVANCED FILING SYSTEMS INC N
ADVANCED INSTALLMENTS LLC N
ADVANCED MOVING AND INSTALLATION TECHNOLOGIES N
ADVANCED MOVING AND SPECIALTY INSTALLATION N
ADVANCED OFFICE SYSTEMS N
ADVANCED RENOVATIONS AND DEVELOPMENT LLC N
ADVANTAGE MOVING AND STORAGE INC N
AFFORDABLE OFFICE INSTALLATION LLC N
AIC INC N
AIRS N
AJ LOGISTICS INC N
ALASKA LOGISTICS LLC N
ALEXANDERS MOBILITY SERVICES N
ALL ABOUT PROFESSIONAL INSTALLATIONS LLC N
ALL ABOUT SPORTS INC N
ALL AMERICAN RELOCATION INC N
ALL BOUT SPORTS LLC N
ALL POINTS OF TEXAS N
ALL POINTS OF TEXAS HOUSTON N
ALL SYSTEMS GO OFFICE FURNITURE SERVICES INC N
ALL SYSTEMS INSTALLATIONS N
ALL SYSTEMS INSTALLATIONS INC N
ALLAIN ASSEMBLIES LLC N
ALLAN SAULNIER LLC N
ALLIED ENVIRONMENTAL INC N
ALLIED SYSTEMS PRODUCTS N
ALLSPORT ATHLETIC ALLIANCE INC N
ALLSTAR DRAPERY AND WINDOW TREATMENT CO INC N
ALLWEST TRANSPORTATION INC N
AMAZING INSTALLATION AND DESIGN INC N
AMERICAN CONTRACTORS OF BALTIMORE INC N
AMERICAN FURNITURE INSTALLATION N
AMERICAN FURNITURE INSTALLATION INC N
AMERICAN FURNITURE RENTALS INC N
AMERICAN INTERFILE AND LIBRARY SERVICES INC N
AMERICAN INTERIOR SYSTEMS INC N
AMERICAN LABOR SOLUTIONS N
AMERICAN OFFICE SERVICES N
AMERICAN SHIPPING AND PACKING INC N
AMERICAN UNDERGROUND LLC N
AMF N
ANDACUFF LLC SUPER MOVERS N
ANDCO DISTRIBUTION SERVICES CO N
ANDERSON AUDIO VISUAL N
ANSONBOROUGH LLC N
ANYWHERE TRANSPORT INC N
AOMCO OFFICE FURNITURE INSTALLATION INC N
APEX FACILITY RESOURCES INC N
ARBOREXPRESS LLC N
ARIZONA SERVICE AND INSTALLATION N
ARIZONA TILE CO N
ARLINGTON FURNITURE CONTRACTOR N
ASC AUTOMATED SYSTEMS CONSULTING INC N
ASHLEY ENTERPRISES N
ASSEMBLERS INC N
ASSEMBLY LINE N
ASSEMBLY SOLUTIONS N
ASWEGAN, NORMAN N
ATAHLI LLC N
ATHLETIC SPECIALTIES AND CONSTRUCTION INC N
ATHLETICS PLUS INC N
ATLAS LOGISTICS INC N
ATLAS VAN LINES INC N
AYER MOVING AND STORAGE CO N
B AND B FURNITURE INSTALLATION N
B AND B INSTALLATION N
B AND D INSTALLATION N
B AND M INC N
B AND R INSTALLATION CO N
B AND R INSTALLATIONS INC N
BAKER OFFICE PRODUCTS LTD N
BALANCED INPUT N
BALCAZAR INSTALL SERVICES INC N
BARRETT MOVING AND STORAGE N
BARTS OFFICE INC N
BATTERDEN, JAY N
BAY AREA INSTALLATIONS INC N
BAY AREA OFFICE INSTALLATIONS LLC N
BEES KEYS COMPLETE SECURITY SERVICE N
BEKINS MOVING AND STORAGE CO N
BEKINS MOVING SOLUTIONS INC N
BEKINS NORTHWEST N
BELLINGER, TIM N
BELTMANN GROUP INC N
BELTMANN INTEGRATED LOGISTICS N
BENTCO OFFICE SOLUTIONS N
BENTLEYS INSTALLATIONS INC N
BESTER BROTHERS TRANSFER AND STORAGE CO INC N
BEYOND MOVES AND INSTALLATIONS LLC N
BICKFORD, JAMES N
BIG D FLOOR COVERING N
BIG NOVA N
BILLUPS GROUP LLC N
BINFORD GROUP OF INDIANA INC N
BJ CONSTRUCTION LLC N
BLAKES INSTALLATION ASSEMBLY AND REPAIRS LLC N
BLIND AMBITIONS INC N
BLUE RIBBON RELOCATION LLC N
BLUE SKY INSTALLATIONS N
BOXCAR WHOLESALE DISTRIBUTOR N
BPK SERVICES LLC N
BRAD CONSTANT CONSTRUCTION N
BRAD CONSTANT CONSTRUCTION INC N
BRADLEY B POTTERY LLC N
BRENT CONSTRUCTION AND RENOVATIONS LLC N
BRIAN NIEMI CONSTRUCTION LLC N
BROCADE SEWING STUDIO LLC N
BROTHERS FIX IT INC N
BROWN FACILITY AND MAINTENANCE INC N
BROWNS INSTALLATION SERVICE INC N
BROWNSWORTH INC N
BUEHLER MOVING AND STORAGE N
BUILDING SERVICES LLC N
BUILDING SERVICES LLC1 N
BUILDING SOLUTIONS N
BUILT 2 SUIT OFFICE N
BULLDOG INSTALLATIONS N
BULLDOG MOVERS INC N
C AND A ENTERPRISES N
C AND B INSTALLERS LLC N
C AND M INNOVATIONS N
C AND S FLOORING INC N
C-3 IS INC N
CALIFORNIA SPORTS AND EQUIPMENT N
CALIFORNIAS FURNITURE INSTALLATION N
CANTON OFFICE FURNITURE N
CAPITAL FURNITURE INSTALLATION LLC N
CAPITAL SERVICES AND SUPPLIES INC N
CAPITOL NORTH AMERICAN N
CAPITOL STORE FIXTURES N
CARLSON INDUSTRIAL SUPPORT N
Minority Business Enterprise, Disadvantage
CARLTON AND SON CONTRACTORS LLC Y Business Enterprise, Maryland Department of Transportation 21-554
CAROLINA COMMERCIAL CLEANING AND MAINTENANCE N
CAROLINA-N-STALLS LLC N
CARPET SPECIALISTS INC N
CARPETMART INC N
CAS FINANCIAL AND CONSTRUCTION SERVICES INC N
CASCADE INSTALL LLC N
CASCOAT ELECTROSTATIC INC N
CASH AND CO N
CATSKILL FENCE INSTALLATIONS INC N
CEI FLOORING COVERING N
CENTRAL CAL SPORT AND REC INC N
CENTRAL FLORIDA BUSINESS INSTALLATION LLC N
CENTRAL PHILADELPHIA LOCKSMITH N
CENTRAL STATES FLOOR COVERING N
CENTRAL TRANSPORTATION SYSTEMS N
CENTRAL VALLEY INSTALLATIONS N
CERTIFIED SALES AND SERVICE INC N
CFS INSTALLATION INC N
CHAMPION SAFE AND LOCK N
CHICAGOLAND OFFICE SOLUTIONS INC N
CHILDERS ELECTRIC N
CHIPMAN RELOCATIONS AND LOGISTICS N
CHOICE OFFICE INSTALLATIONS INC N
CJ BACON AND SONS N
CLAEYS BROTHERS MOVING AND STORAGE N
CLAYTON INSTALLATION RESOURCES N
CLEAR ADVANTAGE INC N
CLIFF WOODRUFF CONSTRUCTION N
CLIPPERSHIP LTD N
COAKLEY BROTHERS COMPANY N
CODY WITTROCK CONSTRUCTION LLC N
COGARS INSTALLATION N
COLEMAN AMERICAN MOVING SERVICES N
COLONIAL VAN AND STORAGE INC N
COMM SERV N
COMMERCIAL FLOORING CONCEPTS N
COMMERCIAL FLOORING CONCEPTS-1 N
COMMERCIAL FLOORING INSTALLERS INC N
COMMERCIAL FURNITURE INSTALL LLC N
COMMERCIAL FURNITURE INTERIORS LLC N
COMMERCIAL FURNITURE SERVICES LLC N
COMMERCIAL FURNITURE SPECIALISTS INC N
COMMERCIAL FURNITURE TRANSPORT INC N
COMMERCIAL RELOCATION SERVICES N
COMMERCIAL RESOURCE INSTALLATION INC N
COMMERCIAL WORKS INC N
COMMUNICATION INNOVATORS INC N
COMPASS FINISHING INC N
COMPASS INSTALLATION GROUP N
COMPLETE INSTALLATIONS N
COMPLETE OFFICE INSTALLATION LLC N
COMPLETE OFFICE SERVICES N
CONCEPTS FURNITURE REPAIR N
CONFIGURATION CHICAGO INC Y Minority Business Enterprise National Minority Supplier Development Council CH01973
CONFIGURATION INC N
CONNOR SPORT COURT INTL INC N
CONTEMPORARY INTERIORS INC N
CONTINENTAL VAN LINES INC N
CONTRACT FURNITURE SERVICES INC N
CONTRACT INSTALLATIONS N
CONVERGINT TECHNOLOGIES LLC N
COORDINATED PROJECT INSTALLATION INC N
CORBETT INC N
CORE GROUP LTD OF ILLINOIS N
COROVAN MOVING AND STORAGE N
CORPORATE DESIGNS AND INSTALLATIONS N
CORPORATE FACILITY SERVICES LLC N
CORPORATE INSTALLATION CO N
CORRIGAN MOVING SYSTEMS N
CORT BUSINESS SERVICES CORP N
COTTAGE CABINETS N
CPM TRANSPORT N
CRAFT AND TRADE INC N
CREATIVE OFFICE INC N
CREATIVE OFFICE SOLUTIONS INC N
CROWN RELOCATIONS N
CROWN WORLDWIDE MOVING AND STORAGE N
CROWNING TOUCH INSTALLATIONS INC N
CUBICLE SOLUTIONS INC N
CURLS SERVICE CO LLC N
CUSTOM FLOOR COVERING N
CUSTOM INSTALLATION SPECIALIST N
CUSTOM OFFICE INSTALLATION LLC N
CUSTOMIZED LOGISTICS N
CUSTOMIZED LOGISTICS INC N
D BRYAN RICE N
D10 SPECIALTIES LLC N
DALLAS MOVING AND STORAGE INC N
DANIELS AND SONS INSTALLERS LLC N
DANLLOH OFFICE INSTALLATIONS INC N
DARYL FLOOD RELOCATION INC N
DATA LINK CORP N
DAULT LEWIS FLOORING PARTNERSHIP N
DAVE BOBERG WOOD FLOORS N
DAVE FOLMER CONTRACTING N
DAVES CONTRACTING N
DAVID B KNOPF CONSTRUCTION LLC N
DAVIS RESIDENTIAL DESIGN INC N
DAVIS UNLIMITED FLOORING INC N
DBD LLC N
DC OFFICE SOLUTIONS N
DCC GLOBAL OFFICE LLC N
DECOURSEY, ARTHUR N
DELTA BUILDING MAINTENANCE N
DELUXE DELIVERY SYSTEMS INC N
DENALI CONSTRUCTION AND ENGINEER N
DENNYS INSTALLATION N
DESIGN BUILT LLC N
DESIGNER INSTALLATION SERVICES INC N
DESIGNERS CLEARANCE CENTER INC N
DETAIL OFFICE CONTRACTORS N
DETAIL OFFICE CONTRACTORS INC N
DEVRIES MOVING PACKING STORAGE N
DF GRAY INC N
DIAMOND RELOCATION N
DIAMOND STATE FLOORING AND FURNITURE N
DIAMOND TRANSPORTATION GROUP INC N
DISPLAY GOODS AND PROMOTIONS N
DIVERSIFIED WAREHOUSE INC N
DIVISION 10 INSTALLATION N
DIVISIONTEN LLC N
DM TRANSPORTATION MANAGEMENT SERVICES N
DOBBERTIN CONSTRUCTION N
DON COX AND ASSOCIATES N
DONNELLY INSTALLATION SERVICES INC N
DONS CARPET SERVICE N
DONS CARPETS AND FLOORING N
DOZYS SIGNS AND NEON LLC N
DREY CONSTRUCTION INC N
DT ENTERPRISES N
DT ENTERPRISES AND SONS INC N
DUBOIS TEMPS N
DURON BUILDING SPECIALTIES Y Minority Business Enterprise North Central Texas Regional Certification Agency HMMB05168N0725
DUSK-N-DAWN
DUTCH FORK CONSTRUCTION LLC
DWIGHTS CONSTRUCTION
EAGLE ENTERPRISES
EARLE W NOYES AND SONS
EAST COAST FURNITURE SERVICES
EAST COAST OFFICE FURNITURE SERVICES INC
EASTERN SOLAR GLASS
EBRYIT INC
ECDC INC
ECONO MOVERS INC
EDC MOVING SYSTEMS
EDM OFFICE SERVICES INC
EDUCATIONAL FURNITURE
EE WARD MOVING AND STORAGE CO LLC
EHRLICHS FLOOR COVERING
EL CUBES INC
ELITE BUILDING GROUP
ELITE FURNITURE INTERIORS INC
ELITE INSTALL SERVICES LLC
ELITE OFFICE INSTALLATION LLC
ELITE OFFICE INSTALLATIONS LLC
ELITE STRATEGY AND INSTALLATION LLC
EMC INSTALLATIONS
ENRIGHT CONSTRUCTION LLC
ENTERPRISE PAINTING AND DECORATING
ENVIRONMENTS PLUS Y Minority Business Enterprise National Minority Supplier Development Council SC43678
EQUIPMENT INSTALLERS INC
ERC OFFICE INSTALLATIONS
ERK FLOORING LLC
ERSO INC
EVERBASE SOLUTIONS LLC
EVERGREEN BLEACHERS INC
EXCEL SERVICES
EXPERT OFFICE LLC
EXPRESS MOVING AND TRUCKING LLC
EXPRESS MOVING AND TRUCKING SERVICE LLC
F AND N SERVICES
FACILICON INC
FACILITIES CO
FACILITY INTERIORS INC
FERGUSON MOVING STR
FINAL ASSEMBLY
FINE FINISHES
FIRESTOP TECHNOLOGIES INC
FIRST CLASS FLOORING
FISHER INSTALLATIONS LLC
FLINT OFFICE FURNITURE
FLOOD BROTHERS INC
FLOOD, KATHERINE
FLOOR SEAL TECHNOLOGY
FLOOR TO CEILING CARPET ONE
FLOORING INNOVATIONS LLC
FLOORS EXPRESS
FLOORS UNLIMITED
FLR SANDERS INC
FLYING LOCKSMITHS CHICAGO
FLYING LOCKSMITHS CINCINNATI LOUISVILLE
FLYING LOCKSMITHS DETROIT NORTH
FLYING LOCKSMITHS KANSAS CITY
FLYING LOCKSMITHS MINNEAPOLIS
FLYING LOCKSMITHS OF AUSTIN
FLYING LOCKSMITHS OF CENTRAL PA
FLYING LOCKSMITHS OF NEW ORLEANS
FLYING LOCKSMITHS PALM BEACH
FLYING LOCKSMITHS SPRINGFIELD HARTFORD
FORBES DISTRIBUTION AND WAREHOUSING INC
FORBES, JOHN
FORQUER, JON
FORT LAUDERDALE EXPRESS
FOSHEIM FLOORING INSTALL
FOURWAY WAREHOUSE AND DISTRIBUTION INC
FRESNO ROTO ROOTER
FRISBEE MOVING AND STORAGE CO
FRONTIER INSTALLATION
FUNCTIONAL FLOORS
FURNITURE INSTALLATION SOLUTIONS
FURNITURE INSTALLATIONS INC
FURNITURE INSTALLERS INC
FURNITURE MEDIC
FURNITURE REUSE SOLUTIONS INC
FURNITURE SERVICES CORP
FURNITURE SERVICES UNLIMITED INC
G AND E INSTALLATION
Women's Business Enterprise Alliance & Texas
G AND L INSTALLATIONS INC Y Women's Business Enterprise Comptroller of Public Accounts 1200494192300
GARCIA, FRANCISCO
GARRATY, ROBERT
GARRETTS MOVING AND STORAGE INC
GARY MEEKS INSTALLATIONS
GASPERSON MOVING AND STORAGE
GDY INSTALLATIONS INC
GELLER CARPET INC
GENESIS INSTALLATIONS INC
GENESIS OFFICE INSTALLATION SERVICES
GF INSTALLATIONS
GIANT FLOOR AND WALL COVERING CO INC
GILCHRIST SEATING
GIVEN AND GIVEN ENTERPRISES LLC
GL STONE AND SON INC
GNG LOGISTICS
GOLDEN EXPRESS OF NEVADA LLC
GOLDEN SERVICES
GOLDEN STATE ACOUSTICAL INC
GOMEZ FLOOR COVERING INC
GOR CON CONSTRUCTION INC
GOTO ERGONOMICS
GRAEBEL MOVING AND STORAGE
GRAEBEL SACRAMENTO MOVERS
GRAND SLAM COMMERCIAL CLEANING LLC
GREAT LAKES INSTALLATION INC
GREATER SYRACUSE MOVING AND STORAGE
GREEN LANE OF SOUTH JERSEY INC
GREEN MILL GLOBAL LLC
GREENE FACILITY SERVICES LLC
GROOS CONSTRUCTION
GUADIANA CONSTRUCTION SERVICES
GULF OFFICE SYSTEMS
GULF TRANSPORT AND STORAGE
H AND H ENTERPRISES LOGISTICS INC
HAHN ENTERPRISES INC
HALEY, DAVID D
HANSEN, JERRY
HAROLD HARDWOOD FLOORING INC
HARRIOTT CONTRACTING LLC
HARRISON, CARL
HART MOVING AND STORAGE INC
HAYS GROUP
HAZZARD MOVING AND STORAGE CO INC
HELPFUL HANDYMAN INSTALLATIONS
HELPFUL HANDYMAN INSTALLATIONS -1
HIGH PERFORMANCE CABLING CORP
HIGH QUALITY INSTALL
HILLS INSTALLATION SERVICE
HOEKSTRA, JOHN
HOLZMAN AUCTIONEER SERVICES
HONEST INSTALL
HORIZON CONCEPTS INC
HOT SHOT FINAL MILE LLC
HOUSTON INSTALLATION SERVICES INC
HOUSTON MODULAR INSTALLATION INC
HOWE FURNITURE
HRSE SERVICES LLC
H-S INDUSTRIAL EQUIPMENT
HUFFMAN INSTALLATION SERVICES
HUG CONDON MOVING AND STORAGE CO INC
HUTTON CORP
HWM OFFICE ENVIRONMENTS INC
IMA/DANIEL BRENNAN
IMAGE FLOORING LLC
IMAGE FURNITURE SERVICES INC
IMLACH AND COLLINS BROTHERS LLC
IMS RELOCATION
INDEPENDENT FLOOR TESTING AND INSPECTION INC
INNERSPAICE ARCHITECTURAL INTERIORS
INNOVATION COMMERCIAL FLOORING
INNOVATIVE INSTALLATION SOLUTIONS LLC
INNOVATIVE INSTALLATIONS LLC
INNOVATIVE MOVING SYSTEMS
INSTALLATION CONCEPTS INC
INSTALLATION PLUS INC
INSTALLATION PROS
INSTALLATION SERVICE OF AMERICA
INSTALLATION SPECIALIST
INSTALLATION SPECIALIST LLC
INSTALLATION SPECIALISTS INC
INSTALLATION XPERTS LLC
INSTALLEX SYSTEMS INC
INSTALLNET
INSTALLNET INTL LLC
INSTALLRITE SYSTEMS
INSTALLZ OF MONTANA LLC
INSTALLZ OF MONTANA LLC2
INSTALTECH
INSTITUTION RECYCLING NETWORK INC
INTEGRATED GROUP LLC
INTEGRATED TECHNOLOGIES GROUP
INTEGRITY INSTALLATIONS INC
State of New Jersey Dept. of Treasure, Division of
INTERCEPT LOGISTICS INC Y Women's Business Enterprise Revenue & Enterprise Services A0358-44
INTERIOR GROUP INC
INTERIOR INSTALLATION INTER INC
INTERIOR MANAGEMENT GROUP INC
INTERIOR OFFICE SERVICES
INTERIOR SOLUTIONS
INTIVITY INC
INVESTMENTS UNLIMITED INC
INVINCIBLE METAL FURNITURE
IRONMAN INSTALLATION
IRWIN INSTALLATION SOURCE
ISPACE ENVIRONMENTS
J AND H PANEL INSTALLATION INC
J AND H SERVICES INC
J AND P INSTALLATION INC
J&D INSTALLATION SERVICES
JAMESTOWN INDUSTRIES INC
JARKA ENTERPRISES INC
JASON BLASIUS CONSTRUCTION
JCS INSTALL
JDF DISTRIBUTION SOLUTIONS
JDP SERVICES
JEM INSTALLATIONS
JENNYS SEATING AND INSTALLATION CO
JER ASSOCIATES INC
JEZ ENTERPRISES INC
JF COOK CO INC
JG SERVICES
JH SERVICE AND INSTALLATION
JLA FLOORS INC
JOHNSON STORAGE AND MOVING CO 278 LLC
JOHNSONS ON SITE DRAPERY CLEANING AND MORE LLC
JOHNSTONS CARTAGE AND WAREHOUSE INC
JORDAN BUSINESS ENVIRONMENTS
JOSHUAS LLC
JTC CONTRACTING INC
JTC INSTALLATIONS INC
JV INSTALLATION SERVICES
JV PRO INC
K AND M LOGISTICS INC
KANSAS WINDOW TINTING
KAY AND SONS INC
KAY AND SONS LLC
KCS INSTALLATION INC
KDI FACILITY SERVICES INC
KEARNEY MOVING SERVICE
KELLER-SELF COMMUNICATIONS
KELLER-SELF COMMUNICATIONS1
KEVIN LARUE AND ASSOCIATES LP
KIDD SOLUTIONS INC
KIDSAFE LLC
KIEFT EXTERIORS
KILN DOCTOR
KING KHAN DRILLING AND CONSTRUCTION INC
KINNEY OFFICE INSTALLATIONS
KJEN SERVICES LLC
KJS APPLIANCE INSTALLATION
KL SPECIALTIES
KL SPECIALTIES LLC
KNITTEL, TERRY
KNUCKLES FLOORING INC
KORSLUND CONTRACTING
KRISS TRUCKING INC
KSM CONSTRUCTION SERVICES INC
KYKO SPECIALTIES INC
L AND A LABORATORY INSTALLATIONS
L AND J LOCKER LLC
L AND L INSTALLATIONS OF NC INC
L AND M OFFICE FURNITURE INC
L AND M OFFICE FURNITURE LLC
LABOR READY NORTHEAST INC
LABOUR READY
LAKEVIEW SHADE AND SCREEN LLC
LANGE MOVING SYSTEMS INC
LATTAS
LAYMAN, GREG
LDA SECURITY LLC
LEEWAY CONTRACTORS INC
LEGENDARY LOGISTICS INC
LEITRIM INSTALLATIONS INC
LEVEL ONE LLC
LEWALLENS
LIBRARY WORKS INC
LILE INTL COMPANIES
LITE CONSTRUCTION INC
LITE THE NITE TECHNOLOGIES
LOC SCIENTIFIC
LOCKERS BLEACHERS CABINETS LLC
LOGIK INC
LONDON ROAD RENTAL CENTER INC
LOUCK GENERAL CONTRACTING
LOVGREN AND ASSOCIATES
LOW AND LOW TRANSPORT AND DELIVERY INC
LR KALUPA CO
LYLE, HERB
LYNCH CONSTRUCTION LLC
LYNDEN AIR FREIGHT
M AND MS COMMERCIAL FLOORING INC
MACADAM SERVICES LLC
MAD RIVER CONSTRUCTION LLC
MAK ASSOCIATES INC
MARCHETTY MACHINERY II
MARK TOBEY ELECTRIC
MASSCOM INSTALL TECH INC
MAVERICK INSTALLATIONS INC
MBW OFFICE INSTALLATION INC
MCCOLLISTERS
MCCOLLISTERS TRANSPORTATION GROUP INC
MCCORMICK INSTALLATIONS
MCINTYRE GROUP OFFICE SERVICES INC
MCS PAINTING AND DECORATING
MD STRUCTURES INC
MDT PERSONNEL LLC
MELVIN SCHROEDER
MESA INSTALLATION
MESA MOVING AND STORAGE
METRO INSTALLATION SERVICES INC
METRO LOCK SERVICE INC
METRO TENNESSEE INSTALLERS
MICHAEL MILLER INSTALLATIONS
MICHIGAN BASIN EXPLORATION LLC
MID OHIO MECHANICAL SERVICES LLC
MIDCON BUSINESS SERVICES LLC
MIDWEST ASSEMBLY AND INSTALLATION LLC
MIDWEST OFFICE INSTALLATIONS LLC
MIDWEST PRECISION
MILES CONSTRUCTION
MILLER AND MILLER TEPAC INC
MILLER INSTALLATIONS
MILLERS INSTALLATIONS LLC
MISSION BELL MFG CO INC
MJD MOVING INC
MO INSTALL INC
MOD SQUAD LLC
MODLOGICS
MODULAR CONCEPTS
MODULAR INSTALLATION SERVICES INC
MODULAR INTERIORS INC
MODULAR SYSTEMS INC
MONARCH RENOVATIONS INC
MONDRAGON, SANDRA
MONROE DESIGN
MONTANA OFFICE SOLUTIONS INC
MORENO AND SONS INC
MOUNTAIN MOVING AND STORAGE
MOUNTAIN WEST MOVING AND STORAGE
MOUNTAINVIEW LTD
MOVE SOLUTIONS LTD
MOVE SOLUTIONS LTD-1
MOVING SOLUTIONS INC
MOX-E CREATIVE INC
MP SPORTS GROUP INC
MR INSTALLATION LLC
MT EVEREST MOVING CO INC
MTGS ENTERPRISES LLC
MULDERS RED CARPET MOVING
MULDERS RED CARPET MOVING AND STORAGE
MULLARKYS INC DBA LATTAS
MURILLO FLOOR COVERINGS
MURPHY CONSTRUCTION SERVICES LLC
MURPHYS TRANSPORTING SERVICES LLC
MY OFFICE INC
N CALIFORNIA INSTALLATION SERVICES
N JERSEY INTERIORS LLC
NATIONAL ERECTION SERVICES
NATIONAL WORKPLACE SERVICES
NATIONWIDE INSTALLATION SERVICE LLC
NATIVE VILLAGE OF KWINHAGAK
NCS
NEBO EXPESS LLC
NEED IT NOW INSTALL
NEO CABINET INC
NEO CABINET LLC
NEW MEXICO SPECIALTIES
NEXIS MECHANICAL INC
NGUYEN, ANH
NICKS WINDOW TINT AND AUTO DETAIL
NIX INSTALLATIONS
NO LIMITS INSTALLATION INC
NOR EASTER INSTALLATION INC
NOR-CAL MOVING SERVICES
NORTH AMERICAN FURNITURE TECHNICIANS INC
NORTHERN HILLS STORAGE MGT INC
NORTHWEST ARCHITECTURAL PRODUCTS INC
NORTHWEST INSTALLATION CONTRACTORS INC
NU RISE CONSTRUCTION
O AND W COMMUNICATIONS LLC
OAK GROVE CONSTRUCTION
OASIS GENERAL CONTRACTING INC
OASIS INC
ODC INSTALLATION SERVICES
OF INSTALLATIONS LLC
OFFICE EXPRESS INC
OFFICE FORMATIONS
OFFICE FURNISHINGS
OFFICE FURNITURE INTERIORS INC
OFFICE FURNITURE TRANSPORT INC
OFFICE INNOVATIONS
OFFICE INSIGHTS INC
OFFICE INSTALLATION CO
OFFICE INSTALLATION SERVICES AND DESIGN
OFFICE INSTALLATION SERVICES INC
OFFICE MOVE PRO
OFFICE MOVERS OF FLORIDA LLC
OFFICE PROFESSIONALS
OFFICE SOLUTIONS UNLIMITED INC
OFFICE SYSTEMS INSTALLATION LLC
OFFICE SYSTEMS INSTALLATION LLC-1
OFFICE SYSTEMS INSTALLATIONS
OFFICE SYSTEMS INSTALLATIONS INC
OFFICE WORKS INC
OFFICEPRO USA LLC
OFFICEWISE FURNITURE AND SUPPLY
OFFSITE OFFICE EQUIPMENT STORAGE
OFR INC
OIC
OLYMPIA MOVING AND STORAGE
ONE SERVICE SOURCE INC
OPE NIEMEYER FLOORING
ORACLE BUILDING CONTRACTORS LLC
ORCA FURNITURE SERVICES LLC
ORTEGA FLOORING INC
OSFITTERS LLC
OTM FURNITURE INSTALLATIONS
OVERSEAS BROKERS INC
P AND J INSTALLATIONS
P AND M INSTALLATION SERVICE AND SALES
P AND M TREASURE COAST INSTALLATION INC
PACIFIC COAST AV INC
PACIFIC FURNITURE INSTALLATION
PACIFIC MOVERS INC
PACIFIC OFFICE SCAPE INC
PAIHR INSTALLATIONS INC
PALLOTTA INSTALLATIONS
PAMS OFFICE SOLUTIONS
PANEL SYSTEMS PLUS INC
PAOLI INC
PARTEE, JOSHUA
PAUL DELANEY INSTALLATIONS
PAXTON VAN LINES DBA PAXTON CO OFFICE MOVING DIVISION
PB CONSTRUCTION
PCI FLORTECH INC
PCS PROFESSIONAL CONSTRUCTION SERVICES
PDPLAY
PDQ INSTALLATION CO LLC
PDQ INSTALLATIONS LLC
PENN MO FIRE BRICK INC
PEOPLEREADY INC
PERFORMANCE FLOORING ENTERPRISES INC
PERK PRODUCTS INC
PERSONAL TOUCH INSTALLATIONS INC
PETERSON QUALITY OFFICE INC
PHILLIPS, JAMES R
PHOENIX 1 RESTORATION AND CONSTRUCTION LTD
PICTURE PERFECT PLAYGROUNDS INC
PII INSTALLATIONS INC
PIONEER CONTRACT SERVICES INC
PIT CREW INSTALLATION
PLANES MOVING AND STORAGE INC
PLAYCRAFT DIRECT INC
PLAYGROUND SERVICES INC
PLUMBING AND MECHANICAL CONTRACTORS GROUP
POINT LOAD CONSTRUCTION
PORTLAND POTTERY SUPPLY
PRADERE OFFICE PRODUCTS
PRECISION INDUSTRIAL SERVICES
PRECISION INSTALLATION CO
PRECISION INSTALLATION SERVICES
PRECISION INSTALLATION SERVICES INC
PRECISION INSTALLATION SERVICES INC1
PRECISION OFFICE INSTALLERS INC
PRECISION ONE DELIVERY INSTALL
PRECISION PLAYGROUNDS
PREFERRED SOURCE INSTALLATIONS
PREMIER BUSINESS SOLUTIONS INC
PREMIER CABINETS
PREMIER INSTALLATION
PREMIER SYSTEMS SERVICES INC
PREMIUM CARPET INSTALLATIONS
PREMIUM SEAT SOLUTIONS INC
PRESTIGE PAINTING AND DECORATING
PRESTIGE TECHNICAL SERVICES LLC
PRIDE SERVICES
PRINCE FLOOR COVERING
PRO AV INSTALLATIONS
PRO FURNITURE INSTALLATION
PRO FURNITURE INSTALLATION LLC
PRO4MX INC
PROFESSIONAL BUSINESS INSTALLATIONS LLC
PROFESSIONAL INSTALLERS INC
PROFESSIONAL MODULAR INSTALLATIONS
PROFESSIONAL MODULAR INSTALLATIONS LLC
PROFESSIONAL OFFICE INSTALLATION SERVICES INC
PROFORM GRAPHICS
PROSOLUTIONS INC
PS INSTALLATIONS INC
PULIZ MOVING AND STORAGE
PURE INSTALL SOLUTIONS
Q1S LLC
QUALIFIED SYSTEMS INSTALLATIONS INC Y Historically Underutilized Business Texas Comptroller of Public Accounts 1752215095600
QUALITY FURNITURE INSTALLATION INC
QUALITY INSTALLATION SERVICES
QUALITY INSTALLATIONS INC
QUALITY INSTALLERS LLC
QUALITY MOVING SERVICES
QUALITY ONE SERVICES
QUALITY SERVICES
QUALITY SYSTEMS INSTALLATION
QUINTANA FLOOR COVERING
R AND H SYSTEMS INC
R AND L OFFICE FURNITURE
R AND R LOCKER LLC
R INSTALL CO
RACKS UNLIMITED
RAE LOCK CO
RAINBOW MOVERS INC
RANKIM INSTALLATIONS LLC
RBP INC ROBERTS BROTHERS PAINT
RBT INSTALLATION LLC
RC PRECISION INSTALLATIONS INC
RCB SPECIALTIES INC
RD CONSTRUCTION
READY 2 TRANSPORT LLC
REEDS INSTALLATIONS INC
RELIABLE OFFICE SOLUTIONS INC
RELIANT GROUP INC
RELOCATION MANAGEMENT WORLWIDE INC
RENTACRATE ENTERPRISES
RESTORATION STATION
RETAILONE INC
REVERED BUILDERS LLC
REX GROOS CONSTRUCTION
REX JANSONIUS
REXS INSTALLATIONS LLC
RICHARDSON AND ASSOCIATES
RIGHT ANGLE INSTALLATIONS INC
RIZZOKOZ DELIVERY AND ASSEMBLY SERVICE LLC
RJ CONSTRUCTION
RJ ENTERPRISES
RM INSTALLATIONS INC
ROADRUNNER MOVING AND STORAGE
ROBBIES ASSEMBLY SERVICE LLC
ROCKVILLE SYSTEMS AND SERVICES INC
ROCKY MOUNTAIN FIRE AND SECURITY LLC
RODNEY GEORGE CO
ROFFE SALES CO INC
ROGER SITTERLY AND SON INC
ROGERS FLOOR COVERING
ROMANOS CUSTOM INTERIORS INC
ROSE CITY MOVING AND STORAGE
ROSE MOVING AND STORAGE CO
ROTERTS FLOOR AND CLEANING SERVICES
ROYAL MOVING AND STORAGE OTTAWA INC
ROYAL MOVING INC
RTA PLAYGROUNDS
RUCKER CONSTRUCTION
S AND L INSTALLATIONS LLC
S AND M MOVING SYSTEMS
S AND S HOME INSPECTIONS LLC
SAFETY DOWN UNDER INC
SALOMON SANITATION
SANFORD CONTRACTING INC
SATTERFIELD, JOHN
SCHLOSSER, KEITH
SCHOOL CREATION AND INSTALLATION
SCHOOL INSTALLERS INC
SCHOOL INSTALLERS OF PA INC
SCHROEDER, ANDY
SCHROEDER, MELVIN
SCI FLOOR COVERING INC
SCIENTIFIC INSTALLATIONS
SELECT TECH INC
SENSIBLE FURNITURE SOLUTIONS LLC
SERENGETI ENTERPRISES INC
SERVICE CO
SERVPROS LLC
SGN ASSOCIATES
SHADING SOLUTIONS INC
SHADOW CONSTRUCTION INC
SHARP TEAM
SHOCAL SOLUTIONS LLC
SIGN CO OF TALLAHASSEE
SIGNATURE FURNITURE SERVICES LLC
SIGNORELLI OFFICE SERVICES
SINGLESOURCE INC
SKILLED INSTALLATION SERVICES LLC
SLS TRAINING SOLUTIONS INC
SLT DESIGN GROUP
SMART GUY SOLUTIONS LLC
SMITH DRAY LINE AND STORAGE CO INC
SMITH MOBLEY INC
SMOOTH MOVES LLC
SNG SERVICES
SNS INTERIOR INSTALLERS
SOLAR SHADE WINDOW TINTING
SOLUTIONS BY DESIGN
SOMERSET STUDIOS LLC
SONS OF THUNDER
SOUTH FLORIDA FURNITURE ASSEMBLY SERVICES
SOUTHEASTERN CUSTOM INSTALLATIONS
SOUTHERN COMMERCIAL MOVERS INC
SOUTHWEST INSTALLATION LLC
SOUTHWEST INSTALLATION SERVICES
SOUTHWEST INTERIORS INC
SPACESAVER SYSTEMS INC
SPARTAN INSTALLATION GROUP
SPARTAN INSTALLATIONS INC
SPECIALIZED INTERIOR SYSTEMS LLC
SPECIALTY BUILDING SERVICES
SPECIALTY INSTALLATION LLC
SPECIALTY LABOR SERVICES
SPIRIT MOVERS INC
SQUARE AND LEVEL CONST INC
SRK CONSTRUCTION CO
STARKE, LINDSAY1
STARLING CARPENTRY INC
STARLING SERVICES
STARLING SERVICES INC
STATEWIDE INSTALLATIONS INC
STATIONS
STEINER B MOORE CORP
STELZER, MARK
STERLING CORP
STINSON, WILLIAM L
STOKES ELECTRIC
STOL USA INC
STREBIG CONSTRUCTION INC
STUDENT MOVERS INC
STURGEON GLASS AND MIRROR
SUDDATH RELOCATION SYSTEMS OF HOUSTON INC
SUMMIT VIEW INSTALLATIONS LLC
SUMMIT WAREHOUSE AND LOGISTICS
SUNSTATE EQUIPMENT CO LLC
SUPERIOR CONTRACTING SERVICES INC
SUPERIOR INSTALLATION SERVICES
SUPERIOR INSTALLATIONS
SUPERIOR INSTALLATIONS NETWORK INC
SUPERIOR OFFICE INSTALLATION
SUPERIOR OFFICE SOLUTIONS
SUPERIOR SEATING INSTALLATION CO INC
SUPERIOR TILE AND STONE
SYSTEMATIC FACILITY SOLUTIONS LLC
SYSTEMS FURNITURE INSTALLATION LLC
SYSTEMS FURNITURE INSTALLATIONS LLC
SYSTEMS OFFICE SOLUTIONS
T AND I CARPET INC
T AND M SERVICES INC
T AND S INSTALLATIONS LLC
T B INSTALLATIONS INC
TAD INSTALLATIONS INC
TALTON, JOHN
TANKERSLEY, FRED
TAUNTON, DENNIS
TECH MOVE LLC
TEJAS MAKE READY
TESKY, JASON
TEXAS POTTERY SUPPLY AND CLAY CO
TEXAS PRECISION SERVICES LLC
TEXAS SYSTEMS SERVICES
THOMAS FLEMING CO INC
THORNTON INSTALLATION INC
THORSON FLOOR COVERING
TIDY SERVICES LLC
TIER LLC
TIMS REPAIR
TITAN SCHOOL SERVICES LLC
TJS MOBILE SERVICE
TL CONTRACTING INC
TL STEWART LLC
TMC SERVICES INC
TNT INSTALLERS
TNT INSTALLERS INC
TOPLINE SERVICES
TREAD TECH
TRI STATE FURNITURE INSTALLERS LLC
TRIPLE T HOSPITALITY INSTALLATION
TRISPECT INSTALLATION
TRI-STATE CARPENTRY
TROMBLEY CONSTRUCTION SERVICES
TURNKEY INSTALLATIONS
TURNER FINISHES INC
TURNER FLOORING
TURN KEY INSTALLATIONS Y Minority Business Enterprise City of Beaumont, TX
TWENTY FOUR 7 CONTRACTING CORP
TWO MEN AND A TRUCK
TX OFFICE INSTALLATION SERVICES INC Y Minority Business Enterprise North Central Texas Regional Certification Agency 1752504631800
ULTIMATE BACK STORE
ULTIMATE BACK STORE-1
ULTIMATE CARPET INC
UNION FLOORING SERVICES
UNIQUE DELIVERIES LLC
UNITED INSTALLATIONS GROUP LLC
UNITED MAINTENANCE
UNITED TEMPS INC
UNIVERSAL FLOOR COVERING
UNIVERSAL FLOORING INC
UNIVERSAL FURNITURE INSTALLATIONS INC
UNIVERSAL MOVING INC
UNIVERSAL PLASTICS INC
UZURI KID KIDZ LLC
V 2 K WINDOW FASHIONS
VALLEY OFFICE INSTALLATIONS LLC
VANZEL INC
VEAL CONVENTION SERVICES INC
VSI CONSTRUCTION INC
W AND J INSTALLATION INC
WAGNER MECHANICAL INC
WAHLEN SPECIALTY INSTALLATION INC
WALKERS CAPITAL GROUP OF COMPANIES LTD
WAL-TEK INC
WANN BROTHERS CONSTRUCTION LLP
WANN CONSTRUCTION INC
WANN CONSTRUCTION LP
WAREHOUSE EQUIP AND LIQUIDATION
WASTE MANAGEMENT OF MAINE
WC INSTALLATIONS LLC
WDI CO OF OREGON INC
WEGMAN ASSOCIATES INC
WELICZKO, SCOTT
WELLINGTON FACILITY SERVICES
WELSH INSTALLATION INC
WERNER ENTERPRISES
WES WORKS LLC
WEST COAST SCHOOL SPECIALTIES
WEST EDGE SERVICES LLC
WEST TEXAS INSTALLATIONS
WHO BUILT CREATIVE BUILDERS
WILKE MACHINERY CO
WILLIAMS, LARRY DON
WILLIAMSON CONTRACTING CO INC
WINDOW FILM DEPOT INC
WINDOW TINT SPECIALISTS
WOLVERINE RUBBER MULCH LLC
WOODCHUCKS TREE CO LLC
WOOD-CORR INC
WORKING OBJECT
WORLD CLASS OFFICE INSTALLERS INC
WYOMING INSTALL GROUP
WYZE SOLUTIONZ
XLR8 SERVICES LLC
ZIETLOWS INSTALLERS
#76
Describe how supplier differentiates
itself from its competitors.
• School Specialty offers a deep portfolio encompassing all the categories of
product noted in this response. We merchandise a collection of the nation's
leading educational products, including both proprietary and national brands.
We offer an efficient method for large districts to provide both the access and
availability to support classroom needs. School Specialty offers a wealth of
services specifically tailored to meet the requirements and demands of
public schools. We have a dedicated team of local sales representatives in
specific areas field project managers that we are prepared to assign
additional resources wherever necessary. We believe we are a strong
partner to our customers.
• School Specialty offers its products and services through two operating
groups: Learning Environments and Education Essentials and Accelerated
Learning.
• The Educational Resources Group provides the industry’s broadest range
and deepest assortment of everyday consumables, instructional products
and services to educators in the PreK-12 market. Its offerings include basic
school supplies, supplemental learning products, teaching resources,
physical education equipment, art supplies, classroom equipment and
furniture. Educational Resources’ products include both national brands and
proprietary branded product. The group’s well-known proprietary brands
Childcraft®, Sax® Arts & Crafts, Califone®, Premier Agendas , Classroom
Select®, Sportime®, Abilitations®, School Smart®, and Projects by
Design®, and Snoezelen®.
• The Accelerated Learning Group provides standards-based curriculum
products, supplemental curriculum materials, instructional programs and
student assessment tools. Its offerings are both comprehensive and targeted
to address specific learning needs, drive improved student performance,
engage learners and accelerate the learning process. A team of more than
60 product development associates create and work with an impressive
stable of outside developers, authors, co-publishing strategic partners and
consultants to develop educational products and solutions that satisfy
curriculum standards and improve classroom teaching effectiveness.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• The Accelerated Learning Group’s product lines primarily support the subject
areas of science, reading and math intervention, planning and student
development, and coordinated school health. Well-known product brands
include Delta Education®, FOSS®, CPO Science , Frey Scientific®,
Educator’s Publishing Service®, Academy of Reading®, Academy of Math®,
Wordly Wise 3000®, Explode the Code®, ThinkMath , Making
Connections®, S.P.I.R.E.®, Coach Digital, and EPS® E.P.I.C. .
• Their ability to provide these offerings across a broad range of educational
categories and a suite of value-added professional services that helps save
school administrators’ time and money by aggregating school purchases,
providing solutions for supply chain issues and back-to-school logistics, and
offering construction management services.
• School Specialty has 158 field salespersons nationally, and 56 inside sales
representatives who have their individual territories. To help support our
sales team with quoting responsibilities, we have a team of 25 Quote
Specialists who assist them with pricing and related requests.
• We have our own internal Marketing Department who work with various
departments including our sales and internal teams to produce and publish
professional marketing programs and materials.
• Our Program Management and Sales Operations teams are responsible for
ensuring our sales and operations teams are fully trained on new and
revised policies, processes, and procedures.
• School Specialty has a full-time staff of Merchandising Managers who are
responsible for sourcing products and manufacturers. They also hold our
manufacturing partners responsible for meeting an expecting our
expectations by working with them on ensuring they product high quality
items and timely shipment of our orders.
• No other competitor can offer as large of network of installation subcontract
partners. School Specialty has 1,007 partners nationally.
#76 CONTINUED
Describe how supplier differentiates
itself from its competitors.
• School Specialty has 18 Senior Interior Designers on staff who provide
design services for our customers national. No other competitor has the
number of designers on staff that can match the experience and
qualifications of our Designers.
• Concierge Order Services – for customers’ furniture purchase orders that are
$12,000 or greater, and do not require installation or project management
services, School Specialty now has a program called “Concierge Order
Management.” Our Concierge Project Management Teams manage the
orders from order entry to final delivery. Our team will enter the orders,
proactively provide shipping reports to the customers, resolve any service-
related issues, and answer any questions related to the concierge orders. In
2023, the Concierge Project Management team managed 2,051, and our
customers greatly appreciated this new program as they did not have to call
into Customer Care asking for ship dates or to report service issues. They
had one point of contact on the Concierge team who worked with them
directly.
• Delivery Services – All customers receive free, no charge inside delivery and
lift gate services.
School Specialty Litigation Summary
Pending Litigation:
• Joanna M. Mankowski vs. School Specialty, Inc. et al. Madison County Third Judicial Circuit Court,
Illinois, Case # 18L702, March 06, 2019. This claim is for wrongful death related to exposure to
asbestos. The plaintiff has sued a broad category of defendants. School Specialty has responded to
interrogatories but has not received a response to from plaintiff regarding how the alleged exposure
occurred. This lawsuit is in the discovery stage, and the trial date has been postponed multiple times.
Concluded Litigation:
• Virco Mfg. Corporation v. School Specialty, Inc., U.S. District Court for the District of Delaware, Case
No. 1:20-cv-906-LPS. On July 2, 2020, Virco Mfg. Corporation (“Virco”) filed a lawsuit against School
Specialty for patent infringement. The lawsuit primarily alleged that School Specialty is infringing on
Virco’s U.S. Patent Nos. 7,147,284 and 10,537,180 by manufacturing, selling, offering for sale, using,
and/or importing certain products, namely the Classroom Select Inspo Rocker (including the 14 Inch,
16 Inch, 20 Inch, A+ and Chrome Frame models), the Classroom Select Inspo Floor Rocker (including
the A+ Shell, A Shell, B Shell, and C Shell models), and the Classroom Select NeoClass Floor Rocker
(including the A+ Shell, A Shall, B Shell, and C Shell models). In March of 2021, Virco amended the
complaint to allege trade dress infringement and false designation of origin claims. In November of
2021, Virco further amended the complaint to include a claim for false designation of origin under the
Lanham Act and a claim for violation of the Consumer Product Safety Improvement Act (CPSIA). This
lawsuit was resolved by way of a confidential settlement agreement.
• Tunnel IP LLC vs. School Specialty, LLC, U.S. District Court for the Northern District of Ohio, Case No.
1:22-cv-00888. This lawsuit, filed on May 27, 2022, alleges that School Specialty is infringing on Tunnel
IP’s U.S. Patent No 7,916,877 with its Califone branded product, the PA920 Power Pro Portable PA.
This lawsuit was resolved by way of a confidential settlement agreement.
• Aaron Nathanial Douglas vs. Premier School Agendas LTD, Peel District School Board and Castlebridge
Public School, Ontario Superior Court of Justice, Canada, Court File 00-19-00000626-0000, February
8, 2019. This is a product liability lawsuit related to alleged injuries sustained from the use of a Neorok
stool. This lawsuit was resolved by way of a confidential settlement agreement.
• Lori Zolman v. School Specialty, Inc., Northern District of Ohio, United States District Court Case #
118CV01926. On August 21st, 2018, Lori Zolman filed a lawsuit against School Specialty for various
claims related to wrongful termination. The lawsuit was resolved by way of a confidential settlement
agreement.
• Coding Technologies, LLC v. School Specialty, Inc. On May 5th, 2018, School Specialty received a
summons and copy of a lawsuit filed in the United States District Court for the District of Delaware.
The lawsuit is for patent infringement, regarding the use of QR codes in School Specialty catalogs. The
lawsuit was resolved by way of a confidential settlement agreement.
• Carol Bailey vs. Saddleback Valley Unified School District, School Specialty, Inc. and Balfour Beatty
Construction, LLC in the Superior Court, County of Orange, State of California, Court Action 30-2016-
00866602-CU-PO-CJC. An invitee to a High School social function was injured on a concrete locker
“mat”. School Specialty was contracted to move lockers to an adjacent area. This matter was resolved
by way of a confidential settlement agreement.
• Renner v. Artcobell et al. Civil Action No.: 3:15-cv-01646-JCH. On November 10th, 2015, Keri Ann
Renner filed a lawsuit against School Specialty and Artcobell/Midwest Folding, for an injury allegedly
caused by a defective cafeteria table that was sold by School Specialty and manufactured by
Artcobell/Midwest folding. This is an insured claim. The parties entered into a confidential settlement
agreement.
• Sanders v. Lobar, Inc., et al. This lawsuit alleges that the defendants maintaining control of the safety
at the construction site for Maple Manor Elementary/Middle School in Hazleton Pennsylvania did so
improperly as to cause an injury to a business invitee on steel rebar. School Specialty was contracted
to provide furniture for the finished classrooms and currently believes it was included in this lawsuit
because all contracted parties were named as defendants. The complaint was served on October 6th,
2016. School Specialty was dismissed from this claim with no liability.
• Doyle Bruce, etc., vs. School Specialty, Inc., etc., et al., Fresno County - Superior Court, CA, Filed
February 2, 2017 - Case # 17CECG00364. Mr. Bruce was let go in November of 2016 as part of SSI's
sales restructuring. Mr. Bruce was a sales representative in Fresno CA. Mr. Bruce alleged age
discrimination and other damages. The parties entered into a confidential settlement agreement.
• Tim Ridgway vs School Specialty, Inc. Fulton County State Court, Case # 16EV004688, October 12,
2016. This lawsuit alleged that School Specialty breached its severance agreement with Tim Ridgway.
The parties entered into a confidential settlement agreement.
• Tangelo IP, LLC v School Specialty, Inc. Civil Action No. 2:17-cv-143-JRG, United States District Court
for the Eastern District of Texas. The complaint alleged that School Specialty’s online digital catalogs
infringe Tangelo’s, Patent, Patent No. 8,429,005. The parties entered into a confidential settlement
agreement in May of 2017.
School Specialty Concludes Financial Restructuring Process
and Emerges From Chapter 11
GREENVILLE, Wis., June 11, 2013 (GLOBE NEWSWIRE) — School Specialty, Inc.
announced today that it has completed its financial restructuring and has officially emerged
from its Chapter 11 reorganization. In conjunction with its emergence, School Specialty has
a new, fully committed $175 million asset based revolving credit facility led by Bank of
America, N.A. and SunTrust Bank and a $145 million term loan facility led by Credit Suisse
Securities (USA) LLC.
School Specialty, Inc. emerged from the Chapter 11 process today after meeting all closing
conditions to the Company’s Plan of Reorganization, which was confirmed by the
Bankruptcy Court on May 23, 2013.
School Specialty’s President and CEO Michael P. Lavelle, said, “We have successfully
completed a major step in our corporate transformation by emerging with a sound capital
structure, significantly less debt, and the financial flexibility to continue building our business
to deliver better value for our customers. We thank our dedicated employees, suppliers and
business partners who supported us throughout this process. We also want our customers
to know how much we appreciate their business and the working relationship we have
forged over the years. Our mission is to exceed customer expectations in service and
quality and that is where our focus will be as we work with our business partners and
customers in their preparations for the upcoming school season and for the long term.”
Information concerning the restructuring is available at www.schoolspecialty.com. Claims
and distributions information and the Plan and Disclosure Statement are available
at www.kccllc.net/schoolspecialty or by calling (+1-877) 709-4758.
Statement Concerning Forward-Looking Information
Any statements made in this press release about future financial condition, results of
operations, expectations, plans, or prospects, constitute forward-looking
statements. Forward-looking statements also include those preceded or followed by the
words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “should,”
“plans,” “targets” and/or similar expressions. These forward-looking statements are based
on School Specialty’s current estimates and assumptions and, as such, involve uncertainty
and risk. Forward-looking statements are not guarantees of future performance, and actual
results may differ materially from those contemplated by the forward-looking statements
because of a number of factors, including the factors described in Item 1A of School
Specialty’s Annual Report on Form 10-K for the fiscal year ended April 28, 2012, which
factors are incorporated herein by reference. Except to the extent required under the federal
securities laws, School Specialty does not intend to update or revise the forward-looking
statements.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
About School Specialty, Inc.
School Specialty is a leading education company that provides innovative and proprietary
products, programs and services to help educators engage and inspire students of all ages
and abilities to learn. The company designs, develops, and provides preK-12 educators with
the latest and very best curriculum, supplemental learning resources, and school supplies.
Working in collaboration with educators, School Specialty reaches beyond the scope of
textbooks to help teachers, guidance counselors and school administrators ensure that
every student reaches his or her full potential. For more information about School Specialty,
visit www.schoolspecialty.com.
School Specialty ∙ Bid Department ∙ W6316 Design Drive, Greenville, WI 54942 ∙ Ph: 888-388-3224 ∙ Fax: 800-675-1775
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HILLS INSTALLATION SERVICE
HOEKSTRA, JOHN
HOLZMAN AUCTIONEER SERVICES
HONEST INSTALL
HORIZON CONCEPTS INC
HOT SHOT FINAL MILE LLC
HOUSTON INSTALLATION SERVICES INC
HOUSTON MODULAR INSTALLATION INC
HOWE FURNITURE
HRSE SERVICES LLC
H-S INDUSTRIAL EQUIPMENT
HUFFMAN INSTALLATION SERVICES
HUG CONDON MOVING AND STORAGE CO INC
HUTTON CORP
HWM OFFICE ENVIRONMENTS INC
IMA/DANIEL BRENNAN
IMAGE FLOORING LLC
IMAGE FURNITURE SERVICES INC
IMLACH AND COLLINS BROTHERS LLC
IMS RELOCATION
INDEPENDENT FLOOR TESTING AND INSPECTION INC
INNERSPAICE ARCHITECTURAL INTERIORS
INNOVATION COMMERCIAL FLOORING
INNOVATIVE INSTALLATION SOLUTIONS LLC
INNOVATIVE INSTALLATIONS LLC
INNOVATIVE MOVING SYSTEMS
INSTALLATION CONCEPTS INC
INSTALLATION PLUS INC
INSTALLATION PROS
INSTALLATION SERVICE OF AMERICA
INSTALLATION SPECIALIST
INSTALLATION SPECIALIST LLC
INSTALLATION SPECIALISTS INC
INSTALLATION XPERTS LLC
INSTALLEX SYSTEMS INC
INSTALLNET
INSTALLNET INTL LLC
INSTALLRITE SYSTEMS
INSTALLZ OF MONTANA LLC
INSTALLZ OF MONTANA LLC2
INSTALTECH
INSTITUTION RECYCLING NETWORK INC
INTEGRATED GROUP LLC
INTEGRATED TECHNOLOGIES GROUP
INTEGRITY INSTALLATIONS INC
State of New Jersey Dept. of Treasure, Division of
INTERCEPT LOGISTICS INC Y Women's Business Enterprise Revenue & Enterprise Services A0358-44
INTERIOR GROUP INC
INTERIOR INSTALLATION INTER INC
INTERIOR MANAGEMENT GROUP INC
INTERIOR OFFICE SERVICES
INTERIOR SOLUTIONS
INTIVITY INC
INVESTMENTS UNLIMITED INC
INVINCIBLE METAL FURNITURE
IRONMAN INSTALLATION
IRWIN INSTALLATION SOURCE
ISPACE ENVIRONMENTS
J AND H PANEL INSTALLATION INC
J AND H SERVICES INC
J AND P INSTALLATION INC
J&D INSTALLATION SERVICES
JAMESTOWN INDUSTRIES INC
JARKA ENTERPRISES INC
JASON BLASIUS CONSTRUCTION
JCS INSTALL
JDF DISTRIBUTION SOLUTIONS
JDP SERVICES
JEM INSTALLATIONS
JENNYS SEATING AND INSTALLATION CO
JER ASSOCIATES INC
JEZ ENTERPRISES INC
JF COOK CO INC
JG SERVICES
JH SERVICE AND INSTALLATION
JLA FLOORS INC
JOHNSON STORAGE AND MOVING CO 278 LLC
JOHNSONS ON SITE DRAPERY CLEANING AND MORE LLC
JOHNSTONS CARTAGE AND WAREHOUSE INC
JORDAN BUSINESS ENVIRONMENTS
JOSHUAS LLC
JTC CONTRACTING INC
JTC INSTALLATIONS INC
JV INSTALLATION SERVICES
JV PRO INC
K AND M LOGISTICS INC
KANSAS WINDOW TINTING
KAY AND SONS INC
KAY AND SONS LLC
KCS INSTALLATION INC
KDI FACILITY SERVICES INC
KEARNEY MOVING SERVICE
KELLER-SELF COMMUNICATIONS
KELLER-SELF COMMUNICATIONS1
KEVIN LARUE AND ASSOCIATES LP
KIDD SOLUTIONS INC
KIDSAFE LLC
KIEFT EXTERIORS
KILN DOCTOR
KING KHAN DRILLING AND CONSTRUCTION INC
KINNEY OFFICE INSTALLATIONS
KJEN SERVICES LLC
KJS APPLIANCE INSTALLATION
KL SPECIALTIES
KL SPECIALTIES LLC
KNITTEL, TERRY
KNUCKLES FLOORING INC
KORSLUND CONTRACTING
KRISS TRUCKING INC
KSM CONSTRUCTION SERVICES INC
KYKO SPECIALTIES INC
L AND A LABORATORY INSTALLATIONS
L AND J LOCKER LLC
L AND L INSTALLATIONS OF NC INC
L AND M OFFICE FURNITURE INC
L AND M OFFICE FURNITURE LLC
LABOR READY NORTHEAST INC
LABOUR READY
LAKEVIEW SHADE AND SCREEN LLC
LANGE MOVING SYSTEMS INC
LATTAS
LAYMAN, GREG
LDA SECURITY LLC
LEEWAY CONTRACTORS INC
LEGENDARY LOGISTICS INC
LEITRIM INSTALLATIONS INC
LEVEL ONE LLC
LEWALLENS
LIBRARY WORKS INC
LILE INTL COMPANIES
LITE CONSTRUCTION INC
LITE THE NITE TECHNOLOGIES
LOC SCIENTIFIC
LOCKERS BLEACHERS CABINETS LLC
LOGIK INC
LONDON ROAD RENTAL CENTER INC
LOUCK GENERAL CONTRACTING
LOVGREN AND ASSOCIATES
LOW AND LOW TRANSPORT AND DELIVERY INC
LR KALUPA CO
LYLE, HERB
LYNCH CONSTRUCTION LLC
LYNDEN AIR FREIGHT
M AND MS COMMERCIAL FLOORING INC
MACADAM SERVICES LLC
MAD RIVER CONSTRUCTION LLC
MAK ASSOCIATES INC
MARCHETTY MACHINERY II
MARK TOBEY ELECTRIC
MASSCOM INSTALL TECH INC
MAVERICK INSTALLATIONS INC
MBW OFFICE INSTALLATION INC
MCCOLLISTERS
MCCOLLISTERS TRANSPORTATION GROUP INC
MCCORMICK INSTALLATIONS
MCINTYRE GROUP OFFICE SERVICES INC
MCS PAINTING AND DECORATING
MD STRUCTURES INC
MDT PERSONNEL LLC
MELVIN SCHROEDER
MESA INSTALLATION
MESA MOVING AND STORAGE
METRO INSTALLATION SERVICES INC
METRO LOCK SERVICE INC
METRO TENNESSEE INSTALLERS
MICHAEL MILLER INSTALLATIONS
MICHIGAN BASIN EXPLORATION LLC
MID OHIO MECHANICAL SERVICES LLC
MIDCON BUSINESS SERVICES LLC
MIDWEST ASSEMBLY AND INSTALLATION LLC
MIDWEST OFFICE INSTALLATIONS LLC
MIDWEST PRECISION
MILES CONSTRUCTION
MILLER AND MILLER TEPAC INC
MILLER INSTALLATIONS
MILLERS INSTALLATIONS LLC
MISSION BELL MFG CO INC
MJD MOVING INC
MO INSTALL INC
MOD SQUAD LLC
MODLOGICS
MODULAR CONCEPTS
MODULAR INSTALLATION SERVICES INC
MODULAR INTERIORS INC
MODULAR SYSTEMS INC
MONARCH RENOVATIONS INC
MONDRAGON, SANDRA
MONROE DESIGN
MONTANA OFFICE SOLUTIONS INC
MORENO AND SONS INC
MOUNTAIN MOVING AND STORAGE
MOUNTAIN WEST MOVING AND STORAGE
MOUNTAINVIEW LTD
MOVE SOLUTIONS LTD
MOVE SOLUTIONS LTD-1
MOVING SOLUTIONS INC
MOX-E CREATIVE INC
MP SPORTS GROUP INC
MR INSTALLATION LLC
MT EVEREST MOVING CO INC
MTGS ENTERPRISES LLC
MULDERS RED CARPET MOVING
MULDERS RED CARPET MOVING AND STORAGE
MULLARKYS INC DBA LATTAS
MURILLO FLOOR COVERINGS
MURPHY CONSTRUCTION SERVICES LLC
MURPHYS TRANSPORTING SERVICES LLC
MY OFFICE INC
N CALIFORNIA INSTALLATION SERVICES
N JERSEY INTERIORS LLC
NATIONAL ERECTION SERVICES
NATIONAL WORKPLACE SERVICES
NATIONWIDE INSTALLATION SERVICE LLC
NATIVE VILLAGE OF KWINHAGAK
NCS
NEBO EXPESS LLC
NEED IT NOW INSTALL
NEO CABINET INC
NEO CABINET LLC
NEW MEXICO SPECIALTIES
NEXIS MECHANICAL INC
NGUYEN, ANH
NICKS WINDOW TINT AND AUTO DETAIL
NIX INSTALLATIONS
NO LIMITS INSTALLATION INC
NOR EASTER INSTALLATION INC
NOR-CAL MOVING SERVICES
NORTH AMERICAN FURNITURE TECHNICIANS INC
NORTHERN HILLS STORAGE MGT INC
NORTHWEST ARCHITECTURAL PRODUCTS INC
NORTHWEST INSTALLATION CONTRACTORS INC
NU RISE CONSTRUCTION
O AND W COMMUNICATIONS LLC
OAK GROVE CONSTRUCTION
OASIS GENERAL CONTRACTING INC
OASIS INC
ODC INSTALLATION SERVICES
OF INSTALLATIONS LLC
OFFICE EXPRESS INC
OFFICE FORMATIONS
OFFICE FURNISHINGS
OFFICE FURNITURE INTERIORS INC
OFFICE FURNITURE TRANSPORT INC
OFFICE INNOVATIONS
OFFICE INSIGHTS INC
OFFICE INSTALLATION CO
OFFICE INSTALLATION SERVICES AND DESIGN
OFFICE INSTALLATION SERVICES INC
OFFICE MOVE PRO
OFFICE MOVERS OF FLORIDA LLC
OFFICE PROFESSIONALS
OFFICE SOLUTIONS UNLIMITED INC
OFFICE SYSTEMS INSTALLATION LLC
OFFICE SYSTEMS INSTALLATION LLC-1
OFFICE SYSTEMS INSTALLATIONS
OFFICE SYSTEMS INSTALLATIONS INC
OFFICE WORKS INC
OFFICEPRO USA LLC
OFFICEWISE FURNITURE AND SUPPLY
OFFSITE OFFICE EQUIPMENT STORAGE
OFR INC
OIC
OLYMPIA MOVING AND STORAGE
ONE SERVICE SOURCE INC
OPE NIEMEYER FLOORING
ORACLE BUILDING CONTRACTORS LLC
ORCA FURNITURE SERVICES LLC
ORTEGA FLOORING INC
OSFITTERS LLC
OTM FURNITURE INSTALLATIONS
OVERSEAS BROKERS INC
P AND J INSTALLATIONS
P AND M INSTALLATION SERVICE AND SALES
P AND M TREASURE COAST INSTALLATION INC
PACIFIC COAST AV INC
PACIFIC FURNITURE INSTALLATION
PACIFIC MOVERS INC
PACIFIC OFFICE SCAPE INC
PAIHR INSTALLATIONS INC
PALLOTTA INSTALLATIONS
PAMS OFFICE SOLUTIONS
PANEL SYSTEMS PLUS INC
PAOLI INC
PARTEE, JOSHUA
PAUL DELANEY INSTALLATIONS
PAXTON VAN LINES DBA PAXTON CO OFFICE MOVING DIVISION
PB CONSTRUCTION
PCI FLORTECH INC
PCS PROFESSIONAL CONSTRUCTION SERVICES
PDPLAY
PDQ INSTALLATION CO LLC
PDQ INSTALLATIONS LLC
PENN MO FIRE BRICK INC
PEOPLEREADY INC
PERFORMANCE FLOORING ENTERPRISES INC
PERK PRODUCTS INC
PERSONAL TOUCH INSTALLATIONS INC
PETERSON QUALITY OFFICE INC
PHILLIPS, JAMES R
PHOENIX 1 RESTORATION AND CONSTRUCTION LTD
PICTURE PERFECT PLAYGROUNDS INC
PII INSTALLATIONS INC
PIONEER CONTRACT SERVICES INC
PIT CREW INSTALLATION
PLANES MOVING AND STORAGE INC
PLAYCRAFT DIRECT INC
PLAYGROUND SERVICES INC
PLUMBING AND MECHANICAL CONTRACTORS GROUP
POINT LOAD CONSTRUCTION
PORTLAND POTTERY SUPPLY
PRADERE OFFICE PRODUCTS
PRECISION INDUSTRIAL SERVICES
PRECISION INSTALLATION CO
PRECISION INSTALLATION SERVICES
PRECISION INSTALLATION SERVICES INC
PRECISION INSTALLATION SERVICES INC1
PRECISION OFFICE INSTALLERS INC
PRECISION ONE DELIVERY INSTALL
PRECISION PLAYGROUNDS
PREFERRED SOURCE INSTALLATIONS
PREMIER BUSINESS SOLUTIONS INC
PREMIER CABINETS
PREMIER INSTALLATION
PREMIER SYSTEMS SERVICES INC
PREMIUM CARPET INSTALLATIONS
PREMIUM SEAT SOLUTIONS INC
PRESTIGE PAINTING AND DECORATING
PRESTIGE TECHNICAL SERVICES LLC
PRIDE SERVICES
PRINCE FLOOR COVERING
PRO AV INSTALLATIONS
PRO FURNITURE INSTALLATION
PRO FURNITURE INSTALLATION LLC
PRO4MX INC
PROFESSIONAL BUSINESS INSTALLATIONS LLC
PROFESSIONAL INSTALLERS INC
PROFESSIONAL MODULAR INSTALLATIONS
PROFESSIONAL MODULAR INSTALLATIONS LLC
PROFESSIONAL OFFICE INSTALLATION SERVICES INC
PROFORM GRAPHICS
PROSOLUTIONS INC
PS INSTALLATIONS INC
PULIZ MOVING AND STORAGE
PURE INSTALL SOLUTIONS
Q1S LLC
QUALIFIED SYSTEMS INSTALLATIONS INC Y Historically Underutilized Business Texas Comptroller of Public Accounts 1752215095600
QUALITY FURNITURE INSTALLATION INC
QUALITY INSTALLATION SERVICES
QUALITY INSTALLATIONS INC
QUALITY INSTALLERS LLC
QUALITY MOVING SERVICES
QUALITY ONE SERVICES
QUALITY SERVICES
QUALITY SYSTEMS INSTALLATION
QUINTANA FLOOR COVERING
R AND H SYSTEMS INC
R AND L OFFICE FURNITURE
R AND R LOCKER LLC
R INSTALL CO
RACKS UNLIMITED
RAE LOCK CO
RAINBOW MOVERS INC
RANKIM INSTALLATIONS LLC
RBP INC ROBERTS BROTHERS PAINT
RBT INSTALLATION LLC
RC PRECISION INSTALLATIONS INC
RCB SPECIALTIES INC
RD CONSTRUCTION
READY 2 TRANSPORT LLC
REEDS INSTALLATIONS INC
RELIABLE OFFICE SOLUTIONS INC
RELIANT GROUP INC
RELOCATION MANAGEMENT WORLWIDE INC
RENTACRATE ENTERPRISES
RESTORATION STATION
RETAILONE INC
REVERED BUILDERS LLC
REX GROOS CONSTRUCTION
REX JANSONIUS
REXS INSTALLATIONS LLC
RICHARDSON AND ASSOCIATES
RIGHT ANGLE INSTALLATIONS INC
RIZZOKOZ DELIVERY AND ASSEMBLY SERVICE LLC
RJ CONSTRUCTION
RJ ENTERPRISES
RM INSTALLATIONS INC
ROADRUNNER MOVING AND STORAGE
ROBBIES ASSEMBLY SERVICE LLC
ROCKVILLE SYSTEMS AND SERVICES INC
ROCKY MOUNTAIN FIRE AND SECURITY LLC
RODNEY GEORGE CO
ROFFE SALES CO INC
ROGER SITTERLY AND SON INC
ROGERS FLOOR COVERING
ROMANOS CUSTOM INTERIORS INC
ROSE CITY MOVING AND STORAGE
ROSE MOVING AND STORAGE CO
ROTERTS FLOOR AND CLEANING SERVICES
ROYAL MOVING AND STORAGE OTTAWA INC
ROYAL MOVING INC
RTA PLAYGROUNDS
RUCKER CONSTRUCTION
S AND L INSTALLATIONS LLC
S AND M MOVING SYSTEMS
S AND S HOME INSPECTIONS LLC
SAFETY DOWN UNDER INC
SALOMON SANITATION
SANFORD CONTRACTING INC
SATTERFIELD, JOHN
SCHLOSSER, KEITH
SCHOOL CREATION AND INSTALLATION
SCHOOL INSTALLERS INC
SCHOOL INSTALLERS OF PA INC
SCHROEDER, ANDY
SCHROEDER, MELVIN
SCI FLOOR COVERING INC
SCIENTIFIC INSTALLATIONS
SELECT TECH INC
SENSIBLE FURNITURE SOLUTIONS LLC
SERENGETI ENTERPRISES INC
SERVICE CO
SERVPROS LLC
SGN ASSOCIATES
SHADING SOLUTIONS INC
SHADOW CONSTRUCTION INC
SHARP TEAM
SHOCAL SOLUTIONS LLC
SIGN CO OF TALLAHASSEE
SIGNATURE FURNITURE SERVICES LLC
SIGNORELLI OFFICE SERVICES
SINGLESOURCE INC
SKILLED INSTALLATION SERVICES LLC
SLS TRAINING SOLUTIONS INC
SLT DESIGN GROUP
SMART GUY SOLUTIONS LLC
SMITH DRAY LINE AND STORAGE CO INC
SMITH MOBLEY INC
SMOOTH MOVES LLC
SNG SERVICES
SNS INTERIOR INSTALLERS
SOLAR SHADE WINDOW TINTING
SOLUTIONS BY DESIGN
SOMERSET STUDIOS LLC
SONS OF THUNDER
SOUTH FLORIDA FURNITURE ASSEMBLY SERVICES
SOUTHEASTERN CUSTOM INSTALLATIONS
SOUTHERN COMMERCIAL MOVERS INC
SOUTHWEST INSTALLATION LLC
SOUTHWEST INSTALLATION SERVICES
SOUTHWEST INTERIORS INC
SPACESAVER SYSTEMS INC
SPARTAN INSTALLATION GROUP
SPARTAN INSTALLATIONS INC
SPECIALIZED INTERIOR SYSTEMS LLC
SPECIALTY BUILDING SERVICES
SPECIALTY INSTALLATION LLC
SPECIALTY LABOR SERVICES
SPIRIT MOVERS INC
SQUARE AND LEVEL CONST INC
SRK CONSTRUCTION CO
STARKE, LINDSAY1
STARLING CARPENTRY INC
STARLING SERVICES
STARLING SERVICES INC
STATEWIDE INSTALLATIONS INC
STATIONS
STEINER B MOORE CORP
STELZER, MARK
STERLING CORP
STINSON, WILLIAM L
STOKES ELECTRIC
STOL USA INC
STREBIG CONSTRUCTION INC
STUDENT MOVERS INC
STURGEON GLASS AND MIRROR
SUDDATH RELOCATION SYSTEMS OF HOUSTON INC
SUMMIT VIEW INSTALLATIONS LLC
SUMMIT WAREHOUSE AND LOGISTICS
SUNSTATE EQUIPMENT CO LLC
SUPERIOR CONTRACTING SERVICES INC
SUPERIOR INSTALLATION SERVICES
SUPERIOR INSTALLATIONS
SUPERIOR INSTALLATIONS NETWORK INC
SUPERIOR OFFICE INSTALLATION
SUPERIOR OFFICE SOLUTIONS
SUPERIOR SEATING INSTALLATION CO INC
SUPERIOR TILE AND STONE
SYSTEMATIC FACILITY SOLUTIONS LLC
SYSTEMS FURNITURE INSTALLATION LLC
SYSTEMS FURNITURE INSTALLATIONS LLC
SYSTEMS OFFICE SOLUTIONS
T AND I CARPET INC
T AND M SERVICES INC
T AND S INSTALLATIONS LLC
T B INSTALLATIONS INC
TAD INSTALLATIONS INC
TALTON, JOHN
TANKERSLEY, FRED
TAUNTON, DENNIS
TECH MOVE LLC
TEJAS MAKE READY
TESKY, JASON
TEXAS POTTERY SUPPLY AND CLAY CO
TEXAS PRECISION SERVICES LLC
TEXAS SYSTEMS SERVICES
THOMAS FLEMING CO INC
THORNTON INSTALLATION INC
THORSON FLOOR COVERING
TIDY SERVICES LLC
TIER LLC
TIMS REPAIR
TITAN SCHOOL SERVICES LLC
TJS MOBILE SERVICE
TL CONTRACTING INC
TL STEWART LLC
TMC SERVICES INC
TNT INSTALLERS
TNT INSTALLERS INC
TOPLINE SERVICES
TREAD TECH
TRI STATE FURNITURE INSTALLERS LLC
TRIPLE T HOSPITALITY INSTALLATION
TRISPECT INSTALLATION
TRI-STATE CARPENTRY
TROMBLEY CONSTRUCTION SERVICES
TURNKEY INSTALLATIONS
TURNER FINISHES INC
TURNER FLOORING
TURN KEY INSTALLATIONS Y Minority Business Enterprise City of Beaumont, TX
TWENTY FOUR 7 CONTRACTING CORP
TWO MEN AND A TRUCK
TX OFFICE INSTALLATION SERVICES INC Y Minority Business Enterprise North Central Texas Regional Certification Agency 1752504631800
ULTIMATE BACK STORE
ULTIMATE BACK STORE-1
ULTIMATE CARPET INC
UNION FLOORING SERVICES
UNIQUE DELIVERIES LLC
UNITED INSTALLATIONS GROUP LLC
UNITED MAINTENANCE
UNITED TEMPS INC
UNIVERSAL FLOOR COVERING
UNIVERSAL FLOORING INC
UNIVERSAL FURNITURE INSTALLATIONS INC
UNIVERSAL MOVING INC
UNIVERSAL PLASTICS INC
UZURI KID KIDZ LLC
V 2 K WINDOW FASHIONS
VALLEY OFFICE INSTALLATIONS LLC
VANZEL INC
VEAL CONVENTION SERVICES INC
VSI CONSTRUCTION INC
W AND J INSTALLATION INC
WAGNER MECHANICAL INC
WAHLEN SPECIALTY INSTALLATION INC
WALKERS CAPITAL GROUP OF COMPANIES LTD
WAL-TEK INC
WANN BROTHERS CONSTRUCTION LLP
WANN CONSTRUCTION INC
WANN CONSTRUCTION LP
WAREHOUSE EQUIP AND LIQUIDATION
WASTE MANAGEMENT OF MAINE
WC INSTALLATIONS LLC
WDI CO OF OREGON INC
WEGMAN ASSOCIATES INC
WELICZKO, SCOTT
WELLINGTON FACILITY SERVICES
WELSH INSTALLATION INC
WERNER ENTERPRISES
WES WORKS LLC
WEST COAST SCHOOL SPECIALTIES
WEST EDGE SERVICES LLC
WEST TEXAS INSTALLATIONS
WHO BUILT CREATIVE BUILDERS
WILKE MACHINERY CO
WILLIAMS, LARRY DON
WILLIAMSON CONTRACTING CO INC
WINDOW FILM DEPOT INC
WINDOW TINT SPECIALISTS
WOLVERINE RUBBER MULCH LLC
WOODCHUCKS TREE CO LLC
WOOD-CORR INC
WORKING OBJECT
WORLD CLASS OFFICE INSTALLERS INC
WYOMING INSTALL GROUP
WYZE SOLUTIONZ
XLR8 SERVICES LLC
ZIETLOWS INSTALLERS
#85
Marketing and Sales
Provide a detailed ninety-day plan beginning from award date of the
Master Agreement describing the strategy to market the Master
Agreement to current Participating Public Agencies, existing Public
Agency customers of Supplier, as well as to prospective Public
Agencies nationwide immediately upon award, to include, but not
limited to:
• Creation and distribution of a co-branded press release to trade
publications
• Announcement, Master Agreement details and contact information
published on the Supplier’s website within first 90 days.
• Design, publication and distribution of co-branded marketing
materials within first 90 days.
• Commitment to attendance and participation with OMNIA Partners
at national (i.e. NIGP Annual Forum, NPI Conference, etc.),
regional (i.e. Regional NIGP Chapter Meetings, Regional
Cooperative Summits, etc.) and supplier-specific trade shows,
conferences, and meetings throughout the term of the Master
Agreement
• Commitment to attend, exhibit and participate at the NIGP Annual
Forum in an area reserved by OMNIA Partners for partner
suppliers. Booth space will be purchased and staffed by Supplier.
In addition, Supplier commits to provide reasonable assistance to
the overall promotion and marketing efforts for the NIGP Annual
Forum, as directed by OMNIA Partners.
• Design and publication of national and regional advertising in trade
publications throughout the term of the Master Agreement
#85 CONTINUED
Marketing and Sales
• Ongoing marketing and promotion of the Master Agreement
throughout its term (case studies, collateral pieces,
presentations, promotions, etc.)
• Dedicated OMNIA Partners internet web-based homepage on
Supplier’s website with:
• OMNIA Partners standard logo;
• Copy of original Request for Proposal;
• Copy of Master Agreement and amendments between
Principal Procurement Agency and Supplier
• Summary of Products and pricing
• Marketing Materials
• Electronic link to OMNIA Partners’ website including the
online registration page;
• A dedicated toll-free number and email address for OMNIA
Partners
School Specialty Contracts Team will work with various internal
School Specialty teams to craft and execute a set of comprehensive
marketing, sales, and training strategies and plans. This 90-day
plan may include, but not be limited to:
Marketing:
• Award announcement released via School Specialty marketing
channels (email and social media).
• Dynamic email copy blocks on all School Specialty emails to
OMNIA Partners/SSL accounts with new contract award
information.
#85 CONTINUED
Marketing and Sales
• An update to the already existing OMNIA Partners specific web
landing page on the School Specialty ordering platform
(www.select.schoolspecialty.com/omnia-partners)
• Co-branded marketing collateral
• Direct and email marketing campaigns
• Review and possible participation in trade shows deemed
advantageous for both parties
Sales:
• Continued participation and refinement of the SSL/OMNIA
Partners lead process.
• Award launch campaign – Marketing/Sales collaboration.
Parameters, strategies, parameters, and goals to be established
upon Contract Award.
Training:
• Initial Award training to the entire SSL sales team via an existing
bi-weekly training platform explaining the new contract and its
features and benefits.
• Regionalized training for each eight SSL regions and the Inside
Sales team provided by the SSL Contracts Team.
• Training documents and co-branded marketing documents
provided to the SSL sales team via internal platforms
#85 CONTINUED
Marketing and Sales
In partnership with OMNIA Partners, School Specialty will seek to
inform members of the wide range of furniture manufacturers
available to them through SSL and the benefits of purchasing
through OMNIA Partners. School Specialty Marketing personnel will
work with OMNIA Partners to enhance and improve our current
relationship. This plan will consist of, but not be limited to, the points
outlined in this marketing document. School Specialty Contracts
personnel will work closely with OMNIA Partners to:
a. Establish benchmarks and outline objectives for marketing
performance.
b. Quarterly Review and refinement of marketing initiatives to better
serve the needs of both entities.
c. Analytical review after each marketing campaign.
#86
90-day Plan
Provide a detailed ninety-day plan beginning from award date of the
Master Agreement describing the strategy to market the Master
Agreement to current Participating Public Agencies, existing Public
Agency customers of Supplier, as well as to prospective Public
Agencies nationwide immediately upon award, to include, but not
limited to:
• Creation and distribution of a co-branded press release to trade
publications
• Announcement, Master Agreement details and contact information
published on the Supplier’s website within first 90 days.
• Design, publication and distribution of co-branded marketing
materials within first 90 days.
• Commitment to attendance and participation with OMNIA Partners
at national (i.e. NIGP Annual Forum, NPI Conference, etc.),
regional (i.e. Regional NIGP Chapter Meetings, Regional
Cooperative Summits, etc.) and supplier-specific trade shows,
conferences, and meetings throughout the term of the Master
Agreement
• Commitment to attend, exhibit and participate at the NIGP Annual
Forum in an area reserved by OMNIA Partners for partner
suppliers. Booth space will be purchased and staffed by Supplier.
In addition, Supplier commits to provide reasonable assistance to
the overall promotion and marketing efforts for the NIGP Annual
Forum, as directed by OMNIA Partners.
• Design and publication of national and regional advertising in trade
publications throughout the term of the Master Agreement
#86 CONTINUED
90-day Plan
• Ongoing marketing and promotion of the Master Agreement
throughout its term (case studies, collateral pieces,
presentations, promotions, etc.)
• Dedicated OMNIA Partners internet web-based homepage on
Supplier’s website with:
• OMNIA Partners standard logo;
• Copy of original Request for Proposal;
• Copy of Master Agreement and amendments between
Principal Procurement Agency and Supplier
• Summary of Products and pricing
• Marketing Materials
• Electronic link to OMNIA Partners’ website including the
online registration page;
• A dedicated toll-free number and email address for OMNIA
Partners
School Specialty Contracts Team will work with various internal
School Specialty teams to craft and execute a set of comprehensive
marketing, sales, and training strategies and plans. This 90-day
plan may include, but not be limited to:
Marketing:
• Award announcement released via School Specialty marketing
channels (email and social media).
• Dynamic email copy blocks on all School Specialty emails to
OMNIA Partners/SSL accounts with new contract award
#86 CONTINUED
90-day Plan
information.
• An update to the already existing OMNIA Partners specific web
landing page on the School Specialty ordering platform
(www.select.schoolspecialty.com/omnia-partners)
• Co-branded marketing collateral
• Direct and email marketing campaigns
• Review and possible participation in trade shows deemed
advantageous for both parties
Sales:
• Continued participation and refinement of the SSL/OMNIA
Partners lead process.
• Award launch campaign – Marketing/Sales collaboration.
Parameters, strategies, parameters, and goals to be established
upon Contract Award.
Training:
• Initial Award training to the entire SSL sales team via an existing
bi-weekly training platform explaining the new contract and its
features and benefits.
• Regionalized training for each eight SSL regions and the Inside
Sales team provided by the SSL Contracts Team.
• Training documents and co-branded marketing documents
provided to the SSL sales team via internal platforms
#86 CONTINUED
90-day Plan
In partnership with OMNIA Partners, School Specialty will seek to
inform members of the wide range of furniture manufacturers
available to them through SSL and the benefits of purchasing
through OMNIA Partners. School Specialty Marketing personnel will
work with OMNIA Partners to enhance and improve our current
relationship. This plan will consist of, but not be limited to, the points
outlined in this marketing document. School Specialty Contracts
personnel will work closely with OMNIA Partners to:
a. Establish benchmarks and outline objectives for marketing
performance.
b. Quarterly Review and refinement of marketing initiatives to better
serve the needs of both entities.
c. Analytical review after each marketing campaign.
National Sales Force Structure
CEO &
PRESIDENT
EXEC VP
VP SALES
BUS OPS
(OUTSIDE)
(INSIDE)
VP NATIONAL REG BUS
REGIONAL REGIONAL DIRECTOR CONTRACTS & DIR INSIDE
DEVELOP
SALES MGR SALES MGR LE SALES STRATEGIC SALES
ACCTS MGR
STRATEGIC SR. LEARNING DIRECTOR
INSIDE SALES
ACCOUNT ENVIRONMENT CONTRACTS
SUPERVISOR
LEADER SPECIALIST & COOPS
STRATEGIC LEARNING
INSIDE SALES
ACCOUNT ENVIRONMENT
REP
REP SPECIALIST
STRATEGIC
ACCOUNT
ASSOCIATE
CATEGORY
ACCOUNT
MANAGER
1
School Specialty Ecommerce & Procurement Services
With a 60-year legacy, School Specialty is a leading provider of comprehensive learning environments for the PreK–12
education marketplace in the U.S. and Canada. This includes essential classroom supplies, furniture and design services,
educational technology, science curriculum, supplemental learning resources, professional development, funding assistance
and more. School Specialty believes every student can flourish in an environment where they are engaged and inspired to
learn and grow. In support of this vision to transform more than classrooms by improving learning outcomes and district
performance, the company applies its unmatched team of subject-matter experts and designs, manufactures and distributes
a broad assortment of name brand and proprietary products to deliver upon
its unique value proposition.
In supplement to these endeavors, School Specialty provides industry leading Ecommerce Enablement & Procurement
services in the hopes of helping procurement managers maximize their resources. Our company has a comprehensive suite of
Procurement offerings that fit the needs of all school districts, regardless of size or procurement paradigm. Our Ecommerce
Enablement & Procurement team provides the implementation, back office and ongoing technical support necessary to deploy
and manage procurement operations. Our solutions use industry standard technologies and are specifically designed for the
educational market, so educators find our tools intuitive, reliable and feature rich. These
toolsets include:
• Online Ordering — This option allows educators and businesses to enjoy flexible and secure online ordering.
Benefits include:
o Customized design and control of the workflow approval process and budgetary limits,
user access and status reporting
o Add users, manage permissions, and create buying groups for business-level account
control even when using existing eProcurement systems
o Pricing shows all users the correct pricing for the organization; for accurate budgeting and
invoice reconciliation
o Payment options include purchase order with or without spending limitations, procurement card,
or personal credit card
o Customized workflows that readily map to the organization's policies and procedures
o Reporting capabilities help administrators monitor and manage spending behavior
• eProcurement Punchout Integration — An organization's procurement system can be integrated with
School Specialty's Punchout solution. This provides the organization with real-time product and price information
and electronic delivery of purchase transactions through Punchout. Benefits include:
o Streamline the purchasing processes and make buying easier for users by taking advantage of
the many integrations between commonly used procurement tools and School Specialty.
Our skilled team is available to provide expertise integrating with your procurement processes,
so you can focus on your core competencies
o Easy and secure access to approved School Specialty items
o The organization's system controls approval and budgetary limits
o Increased speed and accuracy with the submission of electronic purchase orders, order
acknowledgements and invoices throughout the procure to pay process
o Full integration with many major procurement finance systems
o Eliminates redundant entry between systems
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
• Electronic Catalog Files — Organizations can request electronic catalog files of School Specialty's products and
brands. This allows organizations to add price and product information to their purchasing system. Benefits include:
o Improved accuracy with full description and price for elimination of manual data entry errors
o Save time in creating requisitions by entering an item number versus typing entire descriptions
o Multiple formats available for importing data into multiple software systems
o Organization's purchasing system controls the procurement process
School Specialty Websites
To meet our customers’ individual needs, we maintain several websites. Our school or business customers are directed to
the correct site so they can take full advantage of their account benefits. Sites include:
o U.S. School or Business Customers: Select.SchoolSpecialty.com
o Canadian School or Business Customers: Select.SchoolSpecialty.ca
o U.S. Individual Consumers: SchoolSpecialty.com
o Canadian Individual Consumers: SchoolSpecialty.ca
There are over 10,000 Schools, School Districts, and Organizations using School Specialty websites on a regular basis. At
School Specialty, our goal is to serve you in your quest to educate our children. When we help you to be more effective,
efficient, and productive — at an optimum price/value equation, we help you achieve your mission.
Online ordering has been available since 1999.
All item information such as images, descriptions, price, unit of measure (UOM), etc. are available online. If there
is a need to create a special file of this information, School Specialty would be willing to create it after reviewing
the customer request.
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
Order Processing & Payment System
School Specialty utilizes Oracle E-Business Suite ERP (Enterprise Resource Planning) system to support all of our order to
cash and purchase to pay business processes including EDI (Electronic Data Interchange) supporting automated electronic
transactions with our customers and suppliers once integrated.
School Specialty utilizes warehouse management systems to support our warehouse fulfillment and order shipping.
Ecommerce Features
Cart Workflows & Track carts through workflows: complete order view from beginning entry to order history
Approvals
Customized cart approval condition workflow routes carts to different approvers based on: a) items
from category, b) cart dollar value, c) type of payment or d) bill to location.
Send carts to more than one approver at a time (approval groups)
Modify/Submit/Approve multiple orders at once rather than one at a time (edit PO number,
ship dates, budget codes)
Ability to name your cart for easy identification
Cart displays shipping charges based on order amount or contract
Cart displays applicable estimated taxes
Order based on contract pricing
Approvers & Administrators can select alternative eligible contracts in the cart
Option to select a future ship date in cart
Option to add and save an alternate or default payment method
Choose to bill by organization level (e.g. School vs District)
Order subtotal by budget or account code
Ability to copy an order from any status to modify and resend. Copied orders re-price to
current contract and discontinued items are noted
Shopping Item Configuration: ability to select attributes (color, size, finish, etc.) on an item and view in 3D.
Compare up to 4 products at once
Create Shopping Lists and share with other users
Quick Order (Order by Item Number)
Cart number same as Order number for easy tracking
Search by Keyword or Phrase, Manufacturer item number or School Specialty item number
Ability to select a backup alternative item in cart in case original item is out of stock for future shipment
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
Item Inventory status/availability
Ability to switch and save in cart for a School Specialty branded items
Notifications & Email notification for Administrator on new registrations requests for administrator to
Alerts accept or reject
Email notifications of orders/requisitions needing your approval
Email order acknowledgment when received by School Specialty
Email shipment notifications when orders are shipped
Alerts after logging in notify you of tasks that need to be completed (e.g. Approve Orders:
You have 46 orders pending approval)
Ecommerce Features continued
Account Dashboard view of Account, Carts, Orders and Lists to easy management
Dashboard
Administrator Log In to act on behalf of a Buyer or Approver
View all orders on one easy to read page
Order history saved for 18 months
Users have access to their personal information to modify phone number, change password, etc.
Ability to assign a dollar amount to a purchase order, and buy up to that amount
Ability for users to pick a pre-assigned PO or enter a manual purchase order
(based on permissions)
Order Reports: Run and export reports on all orders (active or history) for easy use.
Report by all orders (Summary or Detail) by User or Ship-to Address
Add and store budget or account codes by user
View and manage user ship to locations
Search, view and download invoices
Additional Digital catalogs
Live Chat
Reviews and customer ratings help your users make good decisions.
Display customer item numbers if required
Custom account landing pages available
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
School Specialty eProcurement Punchout Integration
School Specialty has an eProcurement Punchout integration which connects to the organization's procurement system. This
integration enables procurement systems to access key information required to create and transmit purchase requisitions
with School Specialty. This system uses cXML or EDI transactions (commonly referred to as 'Punchout’) through a secure
online connection, to exchange information in a standard format. The system is designed so organizations retain control and
visibility of the transaction throughout the entire process. This methodology
assumes that an organization's procurement system initiates the transaction and determines the actions at
each step in the process.
The benefits to the partners of an integrated e-procurement system include the following:
• Information is shared between your organization's system and School Specialty systems in real time.
The product information includes the product description, your net purchase price, shipping charges
if applicable and the product status. This product information assures your organization's system
has complete information to process a transaction accurately and quickly through your internal procurement
process.
• A procurement transaction flows through your organization's system and School Specialty's system
electronically, which assures that no errors are interjected into the process. This, coupled with product
information being complete and accurate, provides for minimal transaction errors. Further, the transaction is
visible to all parties throughout the process. Both your organization and School Specialty retain complete
transaction details.
• In addition, Punchout sessions take advantage of many of the ecommerce features
eProcurement Punchout Process Overview
The system integration assumes that your organization system initiates and controls the transaction throughout
the process. The general flow would include the following steps
• The user logs in and is authenticated in your organization's procurement system. This generally includes
username and password validation and review of the user's assigned capabilities or permissions.
• The user requests the creation of a new requisition or the continuation of an existing (composing) requisition in
your organization's procurement system.
• The School Specialty website provides a shopping cart to add items after browsing.
• The School Specialty website transfers shopping cart information (item number, description,
unit of measure, & net price) to the organization's procurement system.
• The requisition is completed by the user and is submitted for internal approval.
• The requisition flows through your organization's approval workflow. This generally includes
spending authority, budget review, and product purchase authority.
• When all workflow rules are passed, a purchase order is created for the requisition. This includes
assignment of the purchase order number and encumbering of funds for appropriate budget codes.
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
• The purchase order is sent electronically to the School Specialty systems.
• Order receipts and shipping acknowledgements are sent to the customer designated e-mail address.
• Order is processed and shipped
School Specialty integrations with the multiple accounting and purchasing software programs. Our skilled enablement team
is available to provide expertise integrating with your procurement processes at no charge to you.
School Specialty Integrates with:
• Aptafund
• Ariba / SAP Network
• CommBuys Massachusetts
• CoreXpand
• Coupa
• Cribellum
• EqualLevel
• Escape
• ESM Solutions
• Frontline
• Jaggaer
• Keystone
• Lawson Infor
• LINQ ERP / Alio
• nVision by Finance Manager
• Oracle
• Oracle Fusion
• Peoplesoft
• PowerSchool Business Plus
• PowerSchool Efinance Plus
• SAP
• SCView / Strategic Solutions
• Skyward
• Smart Finance
• Spendbridge
• Tyler Infinite Visions / ERP Pro
• Tyler Munis
• Varis / Buyer Quest
• Wincap
• Workday
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
School Specialty Payment Methods: Pcards
• School Specialty accepts major credit cards, Visa, Mastercard, American Express and Discover for
individual accounts along with school and business accounts
• School Specialty accepts Pcards with school and business accounts
• Public schools & municipalities qualify for instant NET 30 Payment Terms.
• Some additional Business and Organizational Accounts, like private schools, daycares, etc., are eligible
to apply for NET 30 Payment Terms.
o A completed Credit Application Form is required to apply.
o School Specialty's Credit Application Form can be found on our help site
In addition to Level I credit card processing, for Visa and Mastercard School Specialty supports Level II and
Level III credit card processing.
Level I, Level II, & Level III Data in Credit Card Processing
MasterCard and Visa have defined three levels of credit card transaction detail. This is the level of detail that a School
Specialty passes to the credit card processing network to accept purchase cards for payment and qualify for higher levels of
service. Customers are required to establish credit card processing levels with their credit card provider. When established,
Mastercard and Visa credit card companies then include the Level III detail in the invoice they
send to the buyer. In other words, the credit card statement includes line item detail, making it easier for the buyer
to reconcile all purchases. We believe that enhanced detail is easier and more efficient for schools and businesses
to keep a record of the products bought from School Specialty when you see Level III detail. It is easier to match
packing slips to your orders.
o LEVEL I - is a standard credit card purchase transaction, and offers such information as:
Supplier Name, Total purchase amount, Date, Merchant Category Code
o LEVEL II- adds additional information about each purchase, including: Sales tax amount,
Customer code (a.k.a. accounting code)
o LEVEL III- adds full line-item detail to the data in Level II, including: Quantities,
Item numbers, Product descriptions, Ship to zip code, Freight a
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465
School Specialty Online Payment Portal
• The School Specialty Payment Portal allows our U.S. and Canadian customers access to view, print, and
pay your School Specialty Invoices online.
• Take advantage of these benefits our dedicated payment portal has to offer:
o Convenience and ease of use- Pay 24/7 with a credit card or ACH
(Automated Clearing House) transfer.
o Ease of reconciliation- Accurately and automatically match remittance data and apply payments.
o Safety and security- Rest easy knowing our portal meets all 12 PCI data protection standards.
• Use the Payment Portal to submit a one-time payment or self-register for full access to payment history
and invoice payment management.
• Sign up or create an account at
o SchoolSpecialty.com/payment (U.S. Customers)
o SchoolSpecialty.ca/payment (Canadian Customers)
• Need help getting started? See our recommended Payment Portal Guides for getting started or check out
our quick tips for navigating the invoice lists on our help site.
IMPORTANT! The Payment Portal is a separate online platform from our School Specialty Website. The Payment
Portal is the only platform that provides access to pay invoices online. You must create a separate username and
password for the Payment Portal.
Additional Questions?
Call School Specialty Customer Care
1-800-513-2465