STRATEGY STATEMENT OF QUALIFICATIONS

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1 STRATEGY STATEMENT OF QUALIFICATIONS

2 STOK IS YOUR VALUES- ALIGNED PARTNER IN THE DISCOVERY, CO-CREATION, AND DELIVERY OF HIGH- PERFORMANCE SPACES Salesforce Tower San Francisco, CA SERVICES LEED Platinum Consulting Sustainability Strategy Energy Analysis Life Cycle Cost Analysis

3 ABOUT US stok pushes the boundaries of what s possible when it comes to finding, designing, building, and supporting our partners spaces. Our interdisciplinary team of specialists provide our partners with a comprehensive approach to real estate services. We balance financial and performance goals with social and environmental needs, resulting in restorative buildings, exceptional workspaces, and highperformance systems. In everything we do, we take a broadthinking, partner-focused approach in order to solve complex challenges and build lasting relationships. SERVICES: Strategy Tenant Representation Project Management Performance Design Certifications & Branding Quality Assurance 945 Front Street ZNE headquarter office of DPR Construction & stok

4 THE STOK DIFFERENCE Real estate services for conscious brands. We are passionately committed to our mission, and it goes beyond just being a job. We see that we can use our skills and focus to positively affect the world, and this commitment overflows into everything we do from the dedication we put into solving complex problems to how we approach relationships with partners and each other. At stok, social justice is an important piece of our vision statement, and it was important for us to build into our business practices as well. As a part of our commitment to an equitable workplace, we published a JUST label to disclose our progress as a socially responsible organization, and our B-Corp certification allows us to not only maximize profits, but also maximize activities that benefit the greater social and environmental good.

5 7Net zero energy projects BY THE NUMBERS 107 Million square feet of impact Million square feet of impact 9Countries with stok projects 13 Net zero energy projects 6Of Forbes top 15 most valuable brands are among our clients 29 Dog lovers Dog lovers 2Architecture At Zero awarded zero energy building designs 2Architecture At Zero awarded zero energy building designs Zero Net Energy Center San Leandro, CA

6 STRATEGY We provide data-driven solutions that address social, environmental, and financial impacts across an organization s assets. We see opportunity in industries that have the ability and desire to scale their sustainability efforts. Whether identifying a vision for sustainability, implementing strategies across a portfolio, or initiating small-scale operations that provide longterm value, we guide teams in achieving the ambitious outcomes they aim to reach. Services: Stakeholder Engagement Baseline, Analysis & Communications SMART Goal Setting Action Plan Development SF Public Utilities Commission San Francisco, CA SERVICES Strategy As-Needed Energy & Sustainability Services

7 THERE S A SHIFT... as more people are recognizing the social and environmental impacts of their organization, businesses and government are understanding the need to respond. Our partners want to push the status quo when it comes to their impact on the world. They re seeking innovative solutions to complex problems and a desire to bring heart and humanity into real estate. Salesforce Tower San Francisco, CA SERVICES LEED Platinum Sustainability Strategy Energy Analysis Life Cycle Cost Analysis

8 WE TACKLE COMPLEX SUSTAINABILITY PROBLEMS FOR THE BUILT ENVIRONMENT WITH CUSTOMIZED, DATA-DRIVEN SOLUTIONS

9 STRATEGY SERVICES INSPIRE. EDUCATE. ENGAGE. EMPOWER. Our process is seamless from vision to execution. As you will see on the following pages, our systems thinking approach decodes the challenges to define a focused vision, align goals, and create meaningful results.

10 STRATEGY SERVICES INSPIRE. EDUCATE. ENGAGE. EMPOWER. STAKEHOLDER ENGAGEMENT Facilitate workshops to inspire & identify philosophy, vision & mission Conduct market research & analyze industry landscape Perform risk assessment & climate action plan analysis Compare relevant sustainability & resiliency frameworks & programs Conduct creative community & stakeholder engagement interviews & surveys BASELINE, ANALYSIS & COMMUNICATION Calculate current performance, addressing multiple drivers (financial, environmental, social, health) Identify greatest impact areas & opportunities for improvement Conduct case study analysis Share findings with stakeholders & leadership Develop communication tools for knowledge management & sharing SMART GOAL SETTING Engage key team members & stakeholders to identify priority impact areas Set & prioritize SMART sustainability goals within impact categories Capture & create the value-impact of each SMART goal Develop communication tools for buy-in & capacity building ACTION PLAN DEVELOPMENT Identify strategies & tactics to meet SMART goals Determine success measurement mechanisms & KPIs Create & communicate sustainability action plan Establish timeline & set implementation plan Develop communication tools & resources for capacity building & long-term planning

11 We have engaged stok on several projects over the last multiple years. Their team is engaging, energetic, and informed to the many elements of the tasks at hand. It has been, and continues to be, a real pleasure to work with this group of people to advance our sustainability positions over multiple properties and adjust operating styles and philosophies from the lessons learned. Danny M. Vice President Boston Properties

12 OUR EXPERIENCE

13 SUSTAINABILITY ACTION PLAN CLIENT NDA CLIENT NDA OR LOCATION CASE STUDY

14 SUSTAINABILITY ACTION PLAN NDA CLIENT stok led the strategy, design, and implementation of a global retail Sustainability Action Plan (SAP) for one of the world s largest and most innovative tech companies. stok helped this top 10 - Fortune 500 client define and align sustainability, understand their vision and goals, and identify their big dreams. We developed an expert-informed Sustainability Action Plan, and performed stakeholder engagement for corporate buy-in, the development of 2016 goals and new design processes. SERVICES Stakeholder engagement, design charrettes & sustainability workshops Establishing performance baseline Case studies report Strategic visioning & SMART goal setting Environmental, social & financial impact assessment Designing & execution of energy, waste, water, materials & community design innovations Executive communication materials & resources Developing sustainability symposium for leadership teams throughout the corporation LEED consulting

15 GREEN BUILDING ANALYSIS DSW INC. (DESIGNER SHOE WAREHOUSE)

16 GREEN BUILDING ANALYSIS DSW INC. (DESIGNER SHOE WAREHOUSE) stok conducted in-depth research and analysis of the impacts of implementing Green Building rating systems (LEED Volume, Living Building Challenge, Green Globes, etc.) on a fleet of ~450 retail stores in North America. SERVICES LEED volume & portfolio feasibility study Strategic visioning & workshop facilitation Financial analysis & impact analysis Implementation planning Executive communication materials & resources Additional analysis included development of a tailored approach for implementing sustainability over the entire retail fleet based on corporate values and strategic vision.

17 DATA CENTER SUSTAINABILITY STANDARD NDA CLIENT

18 DATA CENTER SUST. STANDARD NDA CLIENT stok understood the client s need to build low impact data centers, and guided the process from start to finish. stok worked with the client to solidify the why, ensuring the client's vision and definition of success and sustainability was never lost. We first calculated the environmental impact of their Mission Critical facilities to date, and then supported the team in identifying specific, measurable, achievable, realistic, and time oriented ("SMART") goals within priority environmental impact focus areas. From there we set out to create an action plan to meet those goals - ultimately, a Design and Construction Sustainability Standard for short and long term projects within their global pipeline. The Standard encompasses new innovative priorities and existing, ad hoc sustainability initiatives internal to the organization. Overall, the end product created a succinct and robust sustainability program within the client's Infrastructure Department. stok is currently in the fourth phase of this project, Implementation, where we are piloting the Standard on strategically selected projects. As members of the project team, we educate and consult with design and construction teams to ensure compliance with the client's new design standard. Additionally, we are evaluating the resource, cost and schedule impacts of the Standard to determine feasibility and timeline for implementation on all new Mission Critical construction projects. SERVICES Stakeholder engagement & interviews Calculating environmental performance baseline Philosophy, vision, mission workshop facilitation & development Strategic visioning & SMART goal setting Authoring a Sustainability Action Plan (Data Center Design & Construction Sustainability Standard) Creation of project team supplemental guidance & compliance tracking tools Executive level communication materials & resources

19 LET S TALK SOON stok.com hello@stok.com (415) stok Net Zero Energy office 945 B Front Street San Francisco, CA 94111

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