seminar catalog - cpmcacpmca.org/wp-content/uploads/2013/03/cpmca-seminar-catalog-july-… · 2...

Computer Skills • Estimating • Foreman • Management • Safety

Office/Clerical Skills • Project Management • Sales/Service • Webcasts

Seminar Catalog

July–December 2013

For questions, please contact Marta Martin at [email protected] 213-417-9178 1

SEMinar CatalOgJuly–December 2013

Contents

CPMCA Executive Committee, Board of Directors and Staff . . . . . . . . . . . . . . . .2

Education Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Letter from the Executive Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Schedule at a Glance by Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Schedule at a Glance by Track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

2013 Instructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–8

Computer Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9–10

Estimating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Foreman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12–14

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15–16

People Management/Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18–19

Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Webcasts – Available on CPMCA’s Website . . . . . . . . . . . . . . . . . . . . . . . . .21–24

Additional information is available at www.cpmca.org or through electronic class announcements2

Executive Committee 2013–2014Steve Klaus, President Performance Mechanical, Inc.

rick Moreno, Vice President Astro Mechanical Contractors, Inc.

David Quirk, Secretary ACCO Engineered Systems

Don Chase, treasurer Muir-Chase Plumbing Co., Inc.

John Odom, Past President Murray Company

Board of Directors term Ending 12/31/2014

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

Mike Cables Kinetic Systems, Inc.

Michael C. Davis H.L. Moe Company, Inc.

Jim DeFlavio Murray Company

Bryan Suttles Suttles Plumbing & Mechanical Corporation

Board of Directors term Ending 12/31/2013

Steve Cornelius University Mechanical & Engineering Contractors – San Diego

Steve Felix, Jr. All Area Plumbing, Inc.

reed McMackin Pan-Pacific Plumbing & Mechanical

les Osterberger A.O. Reed & Company

Education CommitteeShaabini alford Murray Company

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

travis Craven All Area Plumbing, Inc.

Beni Monaco All Area Services, Inc.

Bryan Suttles Suttles Plumbing & Mechanical Corporation

CPMCa StaffChip Martin Executive Director

Marta Martin Director of Education

Dana giambalvo Office Manager

CPMCa Executive Committee, Board of Directors and Staff



letter from the Executive DirectorWe are very pleased to present CPMCA’s fifth annual course catalog featuring classes July – December 2013. Great advances have been made in cultivating this first-in-class educational program; one the CPMCA membership takes great pride in supporting. The number of participating employers in the program continues to increase each year. The program has multiplied exponentially over the past three years. Over sixty days of training were offered in 2012 with nearly 1,300 individuals participating in as few as one and as many as 10 sessions each.

Our forecast is that enrollment will continue to increase as our contractor members and their staff continue to enroll in our rich program targeting a diverse audience of company owners, office personnel, project managers and foremen.

We are proud to launch CPMCA’s new web-based registration system that allows members to manage their individual registrations and that of their staff. Our curriculum continues to gain credibility within the mechanical contracting industry and is promoted by CPMCA employers to end-users and general contractors.

We are confident those in the field are the best trained in their craft and that office personnel have equally impressive skillsets. Our curriculum compliments all professions within the plumbing/mechanical industry.

CPMCa Mission StatementThe mission of CPMCA is to provide representation of its members to enhance their business and profitability through education and labor relations. This Association will provide a partnership for progress between Labor and Management; setting aside differences, to unite in the common goal of expanding the market share of the union mechanical contracting industry.

Vision StatementCPMCA is the organization of choice, a progressive leader and voice for the union plumbing and mechanical contracting industry in Southern California, providing business opportunities, education, fair employment, honesty, and integrity and family values.

goal & guaranteeOur goal is to offer a comprehensive first in class educational program unparalleled in the industry which will continue to advance the professional, technical and managerial skills of our member contractors and their employees. If you are not fully satisfied with a particular program, we will gladly provide a full refund.


SChEDulE at a glanCE By MOnth

The following is a list of classes offered during the second half of 2013.

July

18 Job Cost Control

august

1 Microsoft Access 2010 – Part 1, Day 1 of 2

8 Microsoft Project 2010 - Level 1

15 How a Contractor’s Accounting Department Can Be a Profit Center

22 Microsoft Access 2010 – Part 1, Day 2 of 2

23-24 Foreman Training 1 & 2

September

11-14 OSHA 30 Hour

17 Pre-Construction Planning

26 Microsoft Project 2010 - Level 2

18–20 Understanding the Full Cost of an Hour of Labor


October

15 Training, Coaching & Delegating

17 Becoming a Better Project Manager


30 Microsoft PowerPoint 2010 - Level 1

november

7 Proving, Pricing, and Negotiating Subcontractor Claims or Subcontractor Change Orders

15 Estimating & Blueprint Reading

20 Mechanics’ Lien Law & Risk Allocation in Design Build

December

5 Microsoft PowerPoint 2010 - Level 2

anytime - Webcasts

•Active Listening•BIM 101 •Excel: Excel Solver Procedure•Excel: Insert Excel Sheet into Word•Excel: Microsoft Word fill-In Forms•Excel: Summarizing Data with Subtotals in

Excel•Going Green – Valuable Opportunities for

Mechanical Contractors•Green Building: LEED Certification

“So You Want to be a Green Contractor”•Green Building: LEED Certification and

Sustainable Design•Mechanical Estimating Techniques •Microsoft Office 2007 Excel•Microsoft Office 2007 Overview•PowerPoint: Introduction to PowerPoint 2007•Retro-Commissioning •Water Efficiency and How It Relates

to Green Building



SChEDulE at a glanCE By traCK

The following is a list of classes offered during the second half of 2013.

Computer Skills•Microsoft Access 2010 – Part 1, Day 1 of 2

Thursday, August 1, 2013

•Microsoft Project 2010– Level 1 Thursday, August 8, 2013

•Microsoft Access 2010 – Part 1, Day 2 of 2 Thursday, August 22, 2013

•Microsoft Project 2010 – Level 2 Thursday, September 26, 2013

•Microsoft PowerPoint 2010 – Level 1 Wednesday, October 30, 2013

•Microsoft PowerPoint 2010 – Level 2 Thursday, December 5, 2013

Estimating•Estimating and Blueprint Reading

Friday, November 15, 2013

Foreman •Foreman Training 1 & 2

Fri & Sat, August 23-24, 2013

•Foreman Training 3 & 4 Fri & Sat, September 27-28, 2013

•Foreman Training 5 & 6 Fri & Sat, October 25-26, 2013

Management

•How a Contractor’s Accounting Department Can Be a Profit Center August 15, 2013

•Understanding the Full Cost of an Hour of Labor September 18, 19 & 20, 2013

•Mechanics’ Lien Law & Risk Allocation in Design Build Wednesday, November 20

People Management/Skills•Training, Coaching & Delegating

Tuesday, October 15, 2013

Project Management•Job Cost Control

Thursday, July 18, 2013

•Pre-Construction Planning Tuesday, September 17, 2013

•Becoming a Better Project Manager Thursday, October 17, 2013

•Proving, Pricing, and Negotiating Subcontractor Claims or Subcontractor Change Orders Thursday, November 7, 2013

Safety

•OSHA 30 Hour Wed-Sat, September 11-14, 2013

•ClickSafety Online Courses Anytime! Available 24/7

Webcasts •Active Listening•BIM 101 •Excel: Excel Solver Procedure•Excel: Insert Excel Sheet into Word•Excel: Microsoft Word fill-In Forms•Excel: Summarizing Data with Subtotals in

Excel•Going Green – Valuable Opportunities for

Mechanical Contractors•Green Building: LEED Certification

“So You Want to be a Green Contractor”•Green Building: LEED Certification and

Sustainable Design•Mechanical Estimating Techniques •Microsoft Office 2007 Excel•Microsoft Office 2007 Overview•PowerPoint: Introduction to PowerPoint 2007•Retro-Commissioning •Water Efficiency and How It Relates

to Green Building


troy aichele became involved with the mechanical contracting industry while obtaining his Construction Management Degree from the University of Washington and working at the W.A. Botting Company. Apart from being a LEED Accredited Professional (O+M) as well as an accredited Green Plumbers USA Trainer, Troy has a B.S. degree in Construction Management from the University of Washington, an A.A.S. degree in HVAC and Refrigeration Design, and has worked in every facet as a Plumbing Contractor in the Pacific Northwest over the last 20 years specializing in Healthcare and Water Conservation.

Troy is Chairman of the MCAA’s (Mechanical Contractors Association of America) Career Development Committee, which oversees 48 student chapters in North American and manages the popular Student Chapter Competition held yearly at MCAA’s National Convention. Troy is also a member of MCAA’s Green Coordinating Committee and speaks nationally and locally through his consulting company Aichele and Associates, LLC. Troy has taught mechanical construction at the University of Washington as adjunct professor since 1998 and has been an invited speaker at the International Association of Plumbing & Mechanical Officials/World Plumbing Council (IAPMO/WPC) Energy Technology Symposium, American Water Works Association (AWWA) California-Nevada Spring Conference, and the Mechanical Service Contractors Association (MSCA) Annual Convention.

Jim S. Bain is a professional motivational speaker, published author, and successful business consultant with over 30 years of experience in getting things done. He has been a principal in a large independent insurance firm, a senior executive in a trade association and a construction company, as well as owning a retail business and his current consulting firm. In addition to serving as the Executive Director for three not-for-profit groups, Jim has served on the national faculty for the Associated General Contractors of America and the Mechanical Contractors Association of America He has been a featured speaker at the AGC/A national convention as well as the Construction

Financial Management Association national convention. Jim has a degree in Economics from Duke University and a Masters of Business Administration from the University of Puget Sound and has received additional formal training in the fields of Training, Marketing, Sales, and Risk Management. Described by his audiences as a cross between Mike Ditka and Jonny Carson, Jim entertains, amuses, and delivers hard hitting lessons on living a productive, successful and happy life.

Edward (“ned”) B. gibble, P.E. has his own consulting business (Aquila Consulting) which specializes in management consulting, project management and design-build facilitation for mechanical contractors. Ned’s credentials include design engineer, project manager, design-build manager, VP of design-build and industrial profit centers, VP of operations, executive VP and president/COO of McClure Company, a major mechanical contractor. During his tenure as president, McClure Company was selected as “Contractor of the Year” by Contractor Magazine and also won MCAA’s E. Robert Kent Award for Management Innovation.

2013 inStruCtOrS



anwar hafeez is the president and founder of SDC & Associates, Inc. and a nationally known and respected engineer and construction project manager. He has personally supervised over $1.4 Billion of major construction projects over the past 40+ years and settled over $250 Million of Change Orders & Claims. His most notable projects include the San Diego Convention Center, Los Angeles Central Library, Los Angeles International Airport Expansion, Medical University for the Armed Forces, and the Washington DC Subway. Mr. Hafeez is much sought out speaker on project management, construction claims, and more specifically on delay and disruption types of claims.

larry M. Kane is a CPA and Director at Glenn M. Gelman & Associates with more than 25 years of public accounting experience. He holds a Bachelor of Arts degree with a concentration in Accounting from the University of Wisconsin, La Crosse, 1979. Mr. Kane has been a contributing author of various articles for “Construction Niche Builder,” Harcourt Brace Professional Publishers. Larry serves as engagement director for audit, accounting and tax clients while managing the Firm’s Audit and Accounting practice. Conducting quality and peer reviews of other accounting firms are part of his experience. Some areas of Mr. Kane’s expertise include the construction industry, real estate

development and property management, corporate, partnership, and individual tax planning. Some of the client benefits provided by Mr. Kane include the maximization of bonding capacity for contractors, loan package preparation and negotiations with lenders, and strategic tax planning.

John r. Koontz has 30 years of wide-ranging mechanical industry experience that includes contracting, academics, and consulting. He is a former Tenured Associate Professor in Purdue University’s Department of Building Construction Management. He is also the founder and former director of Purdue’s Mechanical Construction Management Specialization Program, In addition to his academic career, he spent 15 years in the employment of MCAA contractors in a variety of positions including senior project manager, project manager, project engineer, and estimator and is the founder of the 1st ever MCAA student chapter which was started at Purdue in 1993. Professor Koontz’s

family heritage of long-term UA family members (grandfather, great uncle, and father) provides a sincere and deep-rooted pride, interest, and concern for the future success and survival of all parties involved in union mechanical construction.

Dale a. Ortmann is a senior shareholder and co-founder of Hunt Ortmann, with more than 30 years’ experience in construction and real estate law. He works with construction industry clients from project inception, including contract preparation and negotiations, to project conclusion, including the resolution of construction claims and disputes in mediation, arbitration and litigation. His clients include public agencies, developers, contractors, subcontractors, material suppliers, design professionals, homeowners associations and sureties in such matters.

Representative projects include water/wastewater treatment plants, dams and reservoirs, tunnels, pipeline and utility projects, educational institutions, manufacturing facilities, hotels and resorts, hospitals and medical care facilities, commercial publishing facilities, convention centers, office low rise and high rise buildings, environmentally sensitive projects, historical projects, large tract and multiple residential construction, and custom single-family residential construction.


Mark rogers is the Chief Operating Officer of West Chester Mechanical Contractors, an HVAC, service and plumbing contractor serving the Philadelphia area. Mark started out as a steamfitter in Philadelphia’s Local Union 420. In 1996 at the age of 30, Mark started West Chester Mechanical. They specialize in private commercial work in the healthcare and educational arenas. West Chester is an extremely well-respected company with an outstanding resume and a great staff. The company is built on repeat business with a strong emphasis on a family atmosphere.

In 2011, at the request of UA General President Bill Hite, Mark and others from MCAA, developed the “Real Cost of a Man hour” to be taught at the new Business Managers school. Since then, Mark has been traveling around the USA and Canada to give this presentation at the request of BOTH Local Union Business Managers and MCA Local Contractor groups. He has even presented this to the Australians at their convention in Singapore in October 2012. Mark’s passion is education for everyone involved in our industry, and he continues to help develop programs and sessions for the MCAA and the UA. Several of his company’s employees have also gotten involved nationally and locally with MCAA and its offerings and committees.

Kathylnn E. Smith specializes in construction and general business litigation. She has successfully represented owners, developers, contractors, and subcontractors in a wide variety of matters relating to contract administration and construction claims. Ms. Smith places a particular emphasis on construction claims involving payment disputes, delay and disruption, false claims, construction defects, and actions on payment and performance bonds. Ms. Smith has successfully litigated and resolved complex construction disputes involving multi-million dollar claims. Ms. Smith is the co-author of the “Smart Girls’ Guide To Construction Law” and architect of the “Smart Girls’”

initiative directed at women-owned and/or operated companies in the construction industry.

Prior to joining Hunt Ortmann, Ms. Smith represented public agencies and property owners in connection with direct and inverse condemnations of commercial and residential properties. Ms. Smith also represented lenders in litigation involving real property, including breach of contract, judicial foreclosure, forefeiture, quiet title, and fraud actions.

2013 inStruCtOrS COntinuED



COMPutEr SKillS

Microsoft access – Part 1, Day 1 and 2

new horizons learning Centers thursday, august 1, 2013 and thursday, august 22, 2013 8:00 a.m. – 5:00 p.m. Members: Free non-Members: $125

In this course, students will learn how to use Access 2010 to manage your data, including creating a new database, constructing tables, designing forms and reports, and creating queries to join, filter, and sort data. This course is designed for students who wish to establish a foundational understanding of Microsoft Office Access 2010, including the skills necessary to create a new database, construct data tables, design forms and reports, and create queries. To ensure success, students should be familiar with using personal computers, and should have experience using a keyboard and mouse. Students should be comfortable in the Windows® 7 environment, and be able to use Windows 7 to manage information on their computers. Specific tasks the students should be able to perform include: launching and closing applications, navigating basic file structures, and managing files and folders.

Microsoft Project 2010 – level 1

new horizons learning Centers thursday, august 8, 2013 8:00 a.m. – 5:00 p.m. Members: Free non-Members: $125

In this course, students will create and manage a project schedule using Microsoft® Project 2010. This course is designed for a person who has an understanding of project management concepts, who is responsible for creating and modifying project plans, and who needs a tool to manage those project plans. Upon successful completion of this course, students will be able to: identify the basic features and components of the Microsoft Project environment, create a new project plan file and enter project information, manage tasks by organizing tasks and setting task relationships, manage resources for a project, and finalize a project plan. Students enrolling in this class should have the following: A general introductory-level understanding of project management concepts.

Microsoft Project 2010 – level 2

new horizons learning Centers thursday, September 26, 2013 8:00 a.m. – 5:00 p.m. Members: Free non-Members: $125

Students will manage and customize project plans during the implementation stage of a project. This course is designed for a person who has an understanding of project management concepts, who has the basic skills to create and modify project plans using Microsoft Project 2010, and who needs to use Microsoft Project 2010 to manage and customize those plans through the implementation stage of a


project. Upon successful completion of this course, students will be able to: exchange project plan data with other applications, update a project plan, manage project costs, report project data visually and reuse project plan information.

Prerequisite(s) or equivalent knowledge: Project 2010 – Level 1

Microsoft PowerPoint 2010 – level 1

new horizons learning Centers Wednesday, October 30, 2013 8:00 a.m. – 5:00 p.m. Members: Free non-Members: $125

Using the vast array of features and functionality contained within Microsoft® Office PowerPoint® 2010, students will gain the ability to organize content, enhance it with high-impact visuals, and deliver it with a punch. This course is designed for students who wish to gain the foundational understanding of Microsoft Office PowerPoint 2010 that is necessary to create and develop engaging multimedia presentations.

Microsoft PowerPoint 2010 – level 2

new horizons learning Centers thursday, December 5, 2013 8:00 a.m. – 5:00 p.m. Members: Free non-Members: $125

In this course students will enhance their presentation by using features that will transform it into a powerful means of communication. They will customize the PowerPoint interface to suit the requirements and use features to create presentations. This course is intended for students who have a foundational working knowledge of PowerPoint 2010, who wish to take advantage of the application’s higher-level usability, security, collaboration, and distribution functionality. Upon successful completion of this course, students will be able to: customize the PowerPoint environment, customize a design template, add SmartArt graphics to a presentation, add special effects to a presentation, customize a slide show, collaborate on a presentation and much more.

COMPutEr SKillS COntinuED



Estimating (4 hours) & Blueprint reading (1 hour)

troy aichele Friday, november 15, 2013 7:30 a.m. – 12:30 p.m. Members: Free non-Members: $179

In this course, instructor Troy Aichele, LEED AP (O+M), takes attendees through the gamut of mechanical estimating, from start to finish. Starting with an optional 1-hour blueprint reading class where attendees perform a contract document scavenger hunt, Troy will review estimating philosophy, facilitate an actual in-class QTO (quantity take-off), cover the LEM (Labor Estimating Manual) uses, basic assumptions and productivity factors, perform a mock bid (utilizing the actual estimates created in class) and end with an activity where attendees use a one-of-a-kind estimate risk analysis worksheet that can be immediately added as one your company’s estimating department tools.

EStiMating


Foreman advanced Supervisory Education (aSE) 1 & 2

John Koontz Friday and Saturday, august 23 & 24, 2013 7:30 a.m. – 4:30 p.m. Member: $100 non-Member: $400

This course will cover the following topics:

• Planning Skills for Foremen: Effective planning makes projects more productive and profitable. This session covers three areas of planning: turnover meetings, pre-construction planning, and short interval planning.

• Productivity improvement: Material Management and Site Planning Methods: Learn how material management and labor productivity are related, and get strategies for improving material handling and site planning.

• the Foreman’s role in Project Documentation: Examine the role of the jobsite supervisor in creating daily, indisputable project documentation. Review the basic types of and uses for project documentation and learn methods to improve documentation effectiveness.

• Managing labor: Coding, tracking, and Forecasting: You will explore the jobsite supervisor’s role in managing and controlling mechanical project labor costs as well as the jobsite supervisor’s unique partnership with the mechanical project manager in timekeeping, coding, tracking, and forecasting project labor hours and costs will be stressed.

FOrEMan




John Koontz Friday and Saturday, September 27 & 28, 2013 7:30 a.m. – 4:30 p.m. Member: $100 non-Member: $400


• Essential Management Skills for the Project Foreman: his session explores basic management skills relative to the position of jobsite foreman. Understand essential traits, skills, and behaviors that allow a foreman to more effectively manage crews.

• Managing Change at the Jobsite: Review the jobsite supervisor’s role in managing the change order process. Discuss the negative impact of change orders on the completion of the original scope of work and the methods for minimizing and managing these impacts.

• Critical leadership Skills for Project Foremen: Learn the difference between being in charge and being an effective leader. Understand the critical leadership skills of an effective foreman.

• Successful Survival of Project Closeout: This session provides basic skills for a successful project closeout. A discussion of innovative methods used by MCAA contractors to help reduce the typical end of project profit/productivity drain is included.

FOrEMan COntinuED



John Koontz Friday and Saturday, October 25 & 26, 2013 7:30 a.m. – 4:30 p.m. Member: $100 non-Member: $400


• Everyday negotiating Skills for Jobsite Supervisors: This session will provide jobsite supervisors with basic skills to improve their negotiating abilities and increase their effectiveness and comfort level when negotiating.

• Managing your Subcontractors: This session will include subcontractor management topics such as thoroughly understanding the subcontractor’s scope of work, managing change orders, proper communication, developing strong relationships, managing safety, coordination and documentation

• Practical time Management Skills for Foremen: This session will focus on the practical time management methods and techniques a foreman can easily use to increase management efficiency and effectiveness such as delegation, task prioritization and managing meetings.

• Qualities, Characteristics, and habits of the industry’s Best Foremen: This session will focus on “best practices” that separate a good foreman from a great foreman, such as : planning, safety, production, integrity/ethics, leadership, budget awareness and cost control, relationship building and communication skills

FOrEMan COntinuED



how a Contractor’s accounting Department Can Be a Profit Center

larry M. Kane thursday, august 15, 2013 11:00 a.m. – 1:00 p.m. Members: Free non-Members: $179

Proper procedures for change order management can be implemented and accounted for by the accounting department. Following up unapproved change orders and constant communication leads to faster collections. When a claim arises the accounting department must track claim costs as a separate job. The accounting department should monitor budget over runs and alert project managers and management to problems.

understanding the Full Cost of an hour of labor (three sessions)

Mark rogers Wednesday, September 18, 2013 thursday, September 19, 2013 Friday, September 20, 2013 tiME: tBD Members: Free non-Members: n/a

Understanding the Full Cost of Labor is a new course being taught by Mark Rogers, MCAA’s Past President, in an effort to help members in leadership positions understand costs and a union contractor’s business model. This session gives a detailed explanation of the costs associated with putting a UA worker on the job for an hour. It explains the additional costs that are mandated by federal and local entities that drive the rate for contractors employing UA Craftsmen and women. As Mark will show you, there is way more to a cost of an hour than what the hourly wage is on the check. This session will be offered in Santa Barbara, Los Angeles and San Diego.

ManagEMEnt


Mechanics’ lien law & risk allocation in Design Build

Dale a. Ortmann & Kathlynn Smith Wednesday, november 20, 2013 10:30 a.m. – 1:30 p.m. Members: $25 non-Members: $179

This is a two-part working lunch seminar. The session will begin with a presentation on Mechanics’ Lien Law followed by Risk Allocation in Design Build.

Mechanics liens, Stop Payment notices, and Bonds on Private Works

This course will provide you with a detailed description of all the remedies that are available for contractors, subcontractors, material suppliers, and other improvers on private works. You will learn all the steps that must be taken to perfect your Mechanics Lien, Stop Payment Notice and Payment Bond rights. The defense that owners may assert will also be discussed. Topics covered include: Who may or may not make claims on private works, the Preliminary Notice requirement, the new notice of owner requirement and more!

risk allocation in Design Build

Bob Dylan was right: “Times they are a’changin’.” This is especially true in the construction industry. It’s no news flash that the construction industry is in a state of, well, development. And over the last few years, new and different approaches have surfaced to address the new and different needs of construction projects. Those in the know, however, recognize that design-build is the original collaborative process. As the original trendsetter in collaborative contracting, design-build has shown itself to be both durable and flexible. Even so, design-build presents a new set of risks than those found in traditional design-bid-build projects. This presentation will discuss the rise of design-build, important terms in standard design-build form contracts and how they allocate risk, how to identify the risks and how to assign responsibility when the problems arise. The presentation will conclude with some suggestions on how to anticipate and avoid risks.

ManagEMEnt COntinuED



training, Coaching & Delegating

Jim S. Bain tuesday, October 15, 2013 7:30 a.m. – 2:30 p.m. Members: $25 non-Members: n/a

Hire for aptitude and attitude – Train for knowledge – Coach to achieve peak performance – Delegate to unleash the power of human potential. All of these are true – and all of them require skills. This course will cover the “HOW?” for Training, Coaching and Delegating. All are critical to productive performance and to success on your projects. This course is appropriate for crew leaders, foremen, superintendents, project managers, and senior management. Absolutely anyone who supervises people will leave this session with a better understanding of how to manage successfully.

PEOPlE ManagEMEnt/SKillS


PrOJECt ManagEMEnt

Job Cost Control

Edward “ned” gibble thursday, July 18, 2013 7:30 a.m. – 3:30 p.m. Members: Free non-Members: $179

This seminar is for Project Managers and Superintendents on how to achieve better project gross profit through effective job cost control. The premise is that good job cost control techniques can improve the financial success of a project by clearly establishing costs, having good techniques to monitor costs and reacting to variations quickly. The seminar will provide the steps and procedures needed to successfully manage the five cost categories: labor, equipment, materials, subcontractors and other direct job costs. Emphasis is placed on labor code functions and tracking. This course covers: an overview of the project manager’s role, purchasing equipment and materials, subcontracts and managing subcontractors, labor cost control and more.

Pre-Construction Planning

anwar hafeez tuesday, September 17, 2013 7:30 a.m. – 3:30 p.m. Members: $50 non-Members: $179

This seminar teaches how to set-up a construction project the right way for great project management and change order success. The step-by-step instruction in setting-up a project teaches you how to save time and money before the job starts. This course will cover: contract documents, identifying the “show-stoppers”, checklist for Pre-Construction Planning, checklist for the pre-construction, meetings the PM “MUST” conduct weekly and monthly, how to set up a winning RFI system, planning for dispute resolution and much more!

Becoming a Better Project Manager

Jim S. Bain thursday, October 17, 2013 7:30 a.m. – 2:30 p.m. Members: Free non-Members: $179

Everyone talks about the importance of good project management. Are you ready to do something about it? This seminar provides exactly what project managers need--information on meeting schedules and budgets, managing and motivating staff, client maintenance, time management, fee negotiation, dealing with out-of-scope items, and more. This program skips the theories and gets right down to the business of teaching proven techniques from the real world. The whole team should attend, because whether you’re an experienced project manager or a novice, you’ll get new ideas and tools you can use every day.



Proving, Pricing, and negotiating Subcontractor Claims or Subcontractor Change Orders

anwar hafeez thursday, november 7, 2013 7:30 a.m. – 3:30 p.m. Members: Free non-Members: $179

This seminar introduces you to different types of change orders and claims subcontractors are faced with and shows you winning strategies for each type. This seminar will help you develop your skills in setting up the proper procedures and documentation required to properly identify, document, prepare, calculate, evaluate, negotiate, and win valid change orders and claims. These techniques apply both to public works projects and private commercial projects, and provide valuable insight to increase your profits and protect your bottom line.

topics covered:

Why Have Claims Escalated Since 1979? – What Subcontractors Must Do In the Beginning Profitable Pre-Construction Planning – Submittals: Substitution & Approved Equals: Case Study – Ambiguities -Who Wins? Conflicts and Omissions – Win Defective Plans/Specs Conflicts Every Time! – Delay & Disruption Claims – Pricing Delay & Disruption Costs – Winning Strategies – Case Studies

PrOJECt ManagEMEnt COntinuED


OSha 30 hour

Wed-Fri, September 11-14, 2013 8:00 a.m. – 3:30 p.m. Members: Free non-Members: $125

This 4-day course reviews California regulations and Cal/OSHA procedures and policies for construction employers and workers in California. Upon successful completion, the student will receive a 30 Hour Federal-Cal/OSHA outreach card with a Cal/OSHA designation sticker valid for 5 years.

ClickSafety – Online Safety Courses

anytime – accessible 24/7 from your computer Member: Free (however CPMCa will bill for the cost of the class if the class is not completed) non-Member: not available

As the leader in online safety training solutions, ClickSafety offers a comprehensive library of over 300 courses, specifically engineered to help you build a world-class safety culture. Developed by Certified Safety Professionals and Certified Industrial Hygienists, our courses are designed to protect your most valuable asset – your employees. A complete list of topics is available on CPMCA’s website.

To register for a class, please contact our office to obtain the ClickSafety Class Registration Form and remit it to [email protected].

Please note: most classes must be completed within 6 months from the start date. all classes are offered free of charge to members, however CPMCa will bill for the cost of the class if the class is not completed.

Sample topics

OSHA 30 Hour Construction

OSHA 10 Hour Construction

GEN/OSHA 10 Hour

Cal Confined Spaces for Construction

Cal Crane Safety Basics

Cal Electrical Hazards

Cal Fall Protection

Cal Fire Prevention

Cal Flagger

Cal Ground Fault Protection

Cal Hazcom

Cal Injury & Illness Prevention Plan

Cal Personal Protective Equipment

Cal Personal Protective Equipment Awareness

Cal Practical Trenching

Cal Scaffold Erection

Cal Scaffold Use

Cal Stairs and Ladders

Cal/OSHA for Construction

Cal/OSHA Heat Illness Prevention

SaFEty



WEBCaStS

WEBCaStS arE aVailaBlE at WWW.CPMCa.Org!

nOtE: all Webcasts are Online Courses that can be accessed on CPMCa’s website at any time. they are available to CPMCa members only. your company login information is required to access these courses.

active listening

Mark Matteson Online Course – Can be taken at any time. you will need internet access to take this course.

Active Listening is vital in today’s business environment. In this webcast, you will learn from Mark Matteson the 4 steps to Active Listening and how to apply them in everyday business communication with your customers. According to Mark Matteson, the 4 steps to active listening are: listen active and with intention, pause 3 – 5 seconds before responding, question for clarification and paraphrase. Incorporating these 4 basic steps into your customer relations will improve your effectiveness and increase your sales with your customers

BiM 101

Dwayne lindsey Online Course – Can be taken at any time. you will need internet access to take this course.

There is simply no easier way to learn about BIM (Building Information Modeling) than viewing this easy to understand webcast. You will learn exactly what BIM is and why it’s good for your industry in a non-technical way.

Excel: insert Excel Sheet into Word

ginnie Floraday Online Course – Can be taken at any time. you will need internet access to take this course.

You can incorporate an Excel workbook into your Word document. You have the choice of linking to the actual Excel sheet or brining in a static copy of the worksheet. If you link to the original file it is called embedding. If changes are made to the original selection they will appear in the copied text within Word. A static copy will not transfer any of the changes back to the spreadsheet.


WEBCaStS COntinuED

Excel: Solver Procedure


This webcast will show you how to use the Solver function in Excel to streamline formulas in spreadsheets. Solver allows you to calculate a formula backwards. Participants will learn how to change the value of a cell that is dependent on a formula. An example of the application of this function is budgets. After setting individual projections within each department, a department total is generated for each department. If you know that a certain department cannot exceed a certain amount, the Solver can modify the individual numbers that impact the total. All you have to do is identify what the total should be, and Solver will modify any of the related cells.

Excel: Summarizing Data with Subtotals in Excel


When the data is in list form, Microsoft Excel can calculate and insert subtotals in a worksheet. When you specify the items you want to create subtotals for, the values to be summarized, and the functions to use on the values, Microsoft Excel outlines the worksheet so that you can show or hide as much detail as you need. If you have summarized data by using formulas that contain functions such as SUM, Microsoft can automatically outline the data.

going green - Valuable Opportunities for Mechanical Contractors

Jeff grossberg Online Course – Can be taken at any time. you will need internet access to take this course.

Jeff Grossberg will inform member contractors about the growing demand of sustainable technology. Grossberg encourages contractors to become leaders, rather than followers, and offers guidance on how contractors can grow their business and garner market share by entering the green building marketplace.

green Building: lEED Certification and Sustainable Design

lincoln Pearce Online Course – Can be taken at any time. you will need internet access to take this course.

Once considered a passing fad, green building has driven its roots deep into the American landscape. City Halls in Chicago and Atlanta have green rooftops and green building initiatives are thriving in Los Angeles, Seattle, Denver, Dallas and other major cities nationwide. Even the United Nations headquarters in New York will be renovated with green principles in mind.



green Building: lEED Certification “So you Want to be a green Contractor”

Dan Bulley Online Course – Can be taken at any time. you will need internet access to take this course.

Learn what it takes to become a green contractor with Dan Bulley.

Mechanical Estimating techniques

Keith rahn Online Course – Can be taken at any time. you will need internet access to take this course.

If you can expertly estimate the cost of a construction project you have the edge in the bidding process. Keith Rahn will teach you how to analyze contract documents and estimate more accurately than your competition. Keith’s techniques will give you the tools you need to win the bid and establish long-term trusted relationships with your customers.

Microsoft Office 2007 Excel


This webcast will give an overview to the updated version of Excel including improvements to Pivot tables, Filters and advanced formatting.

Microsoft Office 2007 Overview


This webcast will give an overview to the updated versions of Excel, Word, PowerPoint and Outlook. Some of the new features to be reviewed will be the Ribbon (the replacement for the toolbar), the Mini Toolbar, document Themes and Quick Styles in Word. Excel enhancements include improvements to Pivot tables, Filters and advanced formatting.

Microsoft Word Fill-in Forms - Build a Word document with Fields


A form is a structured document with spaces reserved for entering information. You design the form, and others can fill it in on paper or in Microsoft Word.

WEBCaStS COntinuED


PowerPoint: introduction to PowerPoint 2007


This webcast will provide an overview to the updated version of PowerPoint.

retro-Commissioning

Chris Philbrick Online Course – Can be taken at any time. you will need internet access to take this course.

Retro-Commissioning is a commissioning process applied to existing buildings that have never been commissioned. It is a systematic, documented process that identifies low-cost operations and maintenance improvements in existing buildings and brings the building up to the design intentions of its current usage. Retro-commissioning assures that the mechanical systems are optimally integrated and perform together as efficiently as possible. Retro-commissioning’s primary focus is on using O&M tune-up activities and diagnostic testing to optimize the building systems. This course will outline the process and phases of RCx: planning, investigation, implementations, measurement and verification. Chris Philbrick will cover a typical project that has moved through the retro-commissioning process and will include a summary of cost and savings for multiple projects. Typical low cost measure will be discussed as well as how the retro-commissioning process relates to LEED EB credits.

Water Efficiency and how it relates to green Building

Jim allen Online Course – Can be taken at any time. you will need internet access to take this course.

Seventy percent of the Earth’s surface is water…and yet only 3 percent is fresh water, and 57 percent of that fresh water is frozen in polar ice caps and glaciers. Only 1 percent of the Earth’s water is available for human consumption – and the green building movement is working to conserve that vital, limited supply. This online course will inform member contractors about the importance of water conservation, as well as ways to improve water efficiency in a building project. The online course covers how different industries use water and provides an overview of national conservation initiatives. Upcoming technologies and emerging trends to conserve water are also discussed.

Workplace Violence

rick Maltz Online Course – Can be taken at any time. you will need internet access to take this course.

Workplace violence is a leading liability to employers, but can be prevented with proper on-the-job measures. This webcast helps employers understand the impact of workplace violence, explains what Red Flag indicators to look for, and review best practices for developing a Workplace Violence Prevention program.

WEBCaStS COntinuED



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