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Computer Skills/Technology • Estimating • Foreman

Management • Project Management

Safety • Webcasts

Seminar Catalog

July–December2014

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

SEMINAR CATALOGJuly–December 2014

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

Important Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–7

2014 Instructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8–10

Computer Skills/Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Estimating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Foreman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13–14

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15–18

Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .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 2014–2015Rick Moreno, President Astro Mechanical Contractors, Inc.

Tim Healy, Vice President ARB, Inc.

Steve Cornelius, Secretary University Mechanical & Engineering Contractors

David Quirk, Advisor Performance Mechanical, Inc.

Steve Klaus, Treasurer Performance Mechanical, Inc.

Don Chase, Past President Muir-Chase Plumbing Co., Inc.

Board of Directors Term Ending 12/31/2014

Steve Felix, Jr. All Area Plumbing, Inc.

Steve Fosdick Pan-Pacific Mechanical

Jay Lusita All Area Services, Inc.

Les Osterberger A.O. Reed & Company

Board of Directors Term Ending 12/31/2015

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

Scott Burson Xcel Mechanical Systems, Inc.

Mike Cables Kinetic Systems, Inc.

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

Jim DeFlavio Murray Company

Bryan Suttles Suttles Plumbing & Mechanical Corporation

Education CommitteeShaabini Alford Murray Company

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

Harry Bederian ARB, Inc.

Travis Craven All Area Plumbing, Inc.

Steve Malczewski All Area Services, Inc.

Beni Monaco All Area Services, Inc.

Bryan Suttles Suttles Plumbing & Mechanical Corporation

CPMCA Executive Committee, Board of Directors and Staff

CPMCA StaffChip Martin Executive Director

Marta Martin Director of Education

Dana Giambalvo Office Manager



Letter from the Executive DirectorWe are very pleased to present CPMCA’s seventh annual course catalog featuring classes July – December 2014. The CPMCA Educational Program is receiving significant Industry recognition as the premier construction trade association educational program in the western United States. This program is one that the CPMCA staff and contractor membership takes great pride in supporting. Our curriculum has industry credibility and is promoted by CPMCA employers to end-users and general contractors.

CPMCA has qualified for a second significant grant from the State of California ETP (Employment Training Panel). This continues to give credibility and recognition to a first-in-class educational program providing an added value to the Mechanical Contracting Industry.

The number of participating employers in the program continues to increase each year. The program has multiplied exponentially over the past four years.

Over sixty days of training were offered in 2013 with nearly 1,200 individuals participating in as few as one and as many as seven sessions. Our forecast is that enrollment will continue to increase as technology is changing at a frantic pace whereas productivity requirements continue to be a top priority.

We are proud to continue CPMCA’s web-based registration system that allows members to manage their individual registrations and that of their staff.

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 2014.

July

10 Managing & Forecasting Project Labor Costs

August

28-29 Leadership Access Institute Days 1 & 2

September

12-13 Foreman Training 1 & 2


17 Wage and Hour Claims and Litigation


October

2 Bluebeam Technology Training - Day 1




30 Bluebeam Technology Training - Day 2

November



14 Introduction to MCAA’s WebLEM

20 Design Errors, Changed Conditions, and Delays, Oh My: Pursuing and Proving Construction Claims

December

4 Estimating & Blueprint Reading

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

Computer Skills & Technology

•Bluebeam Technology – Day 1 Thursday, October 2, 2014

•Bluebeam Technology – Day 2 Thursday, October 30, 2014

Estimating

•Introduction to MCAA’s WebLEM w/Laptop Friday, November 14, 2014

•Estimating (4 Hours) and Blueprint Reading (1 Hour) Thursday, December 4, 2014

Foreman

•Foreman Training 1 & 2 Fri & Sat, September 12 & 13, 2014

•Foreman Training 3 & 4 Fri & Sat, October 24 & 25, 2014

•Foreman Training 5 & 6 Fri & Sat, November 7 & 8, 2014

Management

•Leadership Access Institute Days 1 & 2 Thurs & Fri, August 28 & 29, 2014

•Leadership Access Institute Days 3 & 4 Fri & Sat, September 12 & 13, 2014

•Wage and Hour Claims and Litigation Wednesday, September 17, 2104

•Leadership Access Institute Days 5 & 6 Fri & Sat, September 26 & 27, 2014

•Leadership Access Institute Days 7 & 8 Thurs & Fri, October 9 & 10, 2014

•Leadership Access Institute Days 9 & 10 Thurs & Fri, October 23 & 24, 2014

•Leadership Access Institute Days 11 & 12 Thurs & Fri, November 6 & 7, 2014

•Design Errors, Changed Conditions, and Delays, Oh My: Pursuing and Proving Construction Claims Thursday, November 20, 2014

Project Management

•Managing & Forecasting Project Labor Costs Thursday, July 10, 2014

Safety

•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

•Workplace Violence


IMPORTANT EVENTS

Plan Accordingly! Take note of these important 2014 MCAA Events

AEC Conference – Le Westin Montreal, Canada July 29-31, Aug. 1

UA Instructor Training Program – Ann Arbor, MI Aug. 10-15

Joint UA/MSCA Labor Committee Meeting – Ann Arbor, MI Aug. 13

Sustainable Building Program & Certification Market Trends @ 1 PM EST Aug. 28

Collective Bargaining Seminar – Grand Hyatt, Washington DC Sept. 8-10

Labor Utilization: To Help You Compete – Online @ 1 PM EST Sept. 10

Advanced Leadership Institute, Course 14, Week 1 – Babson College, Wellesley, MA Sept. 14-19

Institute for Project Management Class 57, Week 2 – University of Texas, Austin, TX Sept. 14-19

Institute for Project Management Class 58, Week 2 – University of Texas, Austin, TX Sept. 15-18

Green Building Caste Study – SIERR Building – Online @ 1 PM EST Sept. 25

MSCA Conference – Hyatt Regency, Huntington Beach, CA Sept. 28-30, Oct. 1

Joint UA/MSCA Labor Committee Meeting – Huntington Beach, CA Sept. 30

7th Annual Tripartite Conference – Local Union 597’s Training Center, Mokena, IL Oct. 6-8

Student Chapter Summit – Hyatt Jersey City, Jersey City Oct. 9-11

IFEBP Annual Conference – Boston, MA Oct. 12-15

SMACNA Convention – JW Marriott Hill Country, San Antonio, TX Oct. 12-15

IPM Class 59, Week 1 – University of Texas, Austin, TX Oct. 12-16

Efficiency: Do it Better/Do it Smarter – Online @ 1 PM EST Oct. 22

Dispatcher Professional Development Training Program – BWI Airport Marriott, Linthicum, MD Oct. 27-29



Advanced Leadership Institute, Course 14, Week 2 – Babson College, Wellesley, MA Nov. 9-14

Service Managers Training Program – Sheraton Suites Old Town Alexandria, Alexandria, VA Nov. 10-13

Review of Success Rates & Lessons Learned from Raising the LEED Bar – Online @ 1 PM EST Nov. 13

ITF Meeting – Annapolis, MD Dec. 2

New Opportunities Beyond Your Comfort Zone – Online @ 1 PM EST Dec. 3

Industry Improvement Funds Conference – Longboat Key Club & Resort, Longboat Key, FL Dec. 3-5

MCAA Contacts:Please call MCAA directly for additional information on any of their events @ 301-869-5800.

For conference & conventions, contact Cynthia Buffington @ [email protected] Advanced Leadership Institute, contact Dennis Langley @ [email protected]. For educational classes & IPM, contact Beth Miller @ [email protected] online webcasts & conferences, contact Sean McGuire @ [email protected]. For online webcasts & MSCA, contact Barbara Dolim @ [email protected].

Plan Accordingly! Take note of these important 2014 CPMCA Events

CPMCA Annual Retreat – Half Moon Bay, CA July 24-27

Labor/Management Retreat – Wynn Hotel, Las Vegas, NV Sept. 9-12

CPMCA Annual Dinner – Lakeside Golf Club, Toluca Lake, CA Dec. 11

CPMCA Contacts:For educational classes, contact Marta Martin @ [email protected] or 213-417-9178. For meetings, retreats, and all other events, contact Dana Giambalvo @ [email protected] or 213-417-9177.

CPMCA


2014 INSTRUCTORS

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.

C. Richard Barnes is the name in C. Richard Barnes & Associates, LLC; a labor relations consulting firm which provides representation, dispute resolution services, dispute resolution systems design, workforce training and development and leadership coaching to a cross-section of industry, labor, private, public and service organizations, both nationally and internationally. Prior to forming C. Richard Barnes & Associates, LLC, Richard Barnes was the Executive Director of the Center for the Workplace at Georgia State University in Atlanta, Georgia. For seventeen years preceding his tenure at Georgia State, Richard served as a Federal Mediator with the Federal Mediation and Conciliation

Service (FMCS), with seven of those years in executive management.

In 1998, President Clinton appointed Richard to serve as the 14th Director of FMCS. Once confirmed by the U.S. Senate, he became the first career mediator in FMCS history to receive both the Presidential Appointment and Senate Confirmation, a testament to his vast experience in labor management relations, strategic negotiations and dispute resolution processes. His second Presidential Appointment to the National Partnership Council again recognized his commitment and expertise in developing and implementing positive workplace change initiatives. Read Mr. Barnes’ full bio on the 12-Day Leadership Access class website.

George Buckingham is an internationally known Mediator, Facilitator and Trainer. The recent focus of his work has been to assist unions and employers in strategic negotiations, mediation and facilitation as well as training to improve relationships. Mr. Buckingham is also a distinguished member of the FMCS Roster of Arbitrators.

Read Mr. Buckingham’s full bio on the 12-Day Leadership Access class website.



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.

Alfred J. Landegger, Esq. earned his B.A., in 1975 at California State University Northridge and earned his J.D., in 1978 at Whittier College School of Law. Admitted to Bar in 1978, California Bar and U.S. District Court Central, Northern, Southern, Eastern Districts of California. Membership includes the State Bar of California, and Los Angeles County Bar Association, Labor & Employment Section. Since taking a labor law class in law school, Alfred Landegger has been intrigued by the employer/employee relationship, and the tremendous benefits it offers each. He has seen it become unbalanced with laws tending to favor the employee. He is an advocate for employer rights. For more

than two decades, through education, prevention, and innovative problem-solving, his firm has worked with employers to maintain a balance that can keep a company healthy and profitable.

Lilian Magallanes has eight years of facilities experience and five years of construction management experience in both private and public projects. In her previous role as a BIM Coordinator for the Los Angeles Community College District, her team identified technologies and applications of BIM and challenged the industry to deliver buildings through the use of modeling standards, collaboration, and quality assurance. Currently in her role as Industry Specialist, she works alongside the Account Services team in providing industry knowledge and workflow solutions to the AEC community.

Luke Prescott is an Account Manager at Bluebeam Software with 12 years of construction industry experience. At Bluebeam, Luke works with a variety of companies and organizations to help identify the best way to move from traditional, paper-based workflows to a more efficient, digital environment. Prior to working at Bluebeam, Luke was using Bluebeam Revu in the field as a specialty contractor project manager who specialized in advanced automated shade control systems with integration into building management systems. This real-world experience helps him understand the obstacles that face specialty contractors, from the demands of documentation to the need for

project tracking throughout the project lifecycle, and he helps Bluebeam users implement the ideal solutions to these challenges.

2014 INSTRUCTORS CONTINUED


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.

Keith Rahn is a faculty member (Assistant Professor) at Auburn University in the McWhorter School of Building Science. He served as an Instructional Assistant Professor at Illinois State University for 9 years in the Construction Management program. Mr. Rahn has taught classes in mechanical and electrical systems, project management & administration, estimating & project scheduling and construction material & methods. In 2007, the MCAA presented him with the “Educator of the Year” award at the national convention. With 15 years of mechanical industry experience in estimating, project management and ownership with MCAA contractors, his industry knowledge coupled

with his educational background provides an unparalleled classroom experience.

Kathylnn 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.

2014 INSTRUCTORS CONTINUED



COMPUTER SKILLS/TECHNOLOGY

Bluebeam Technology – Day 1

Lilian Magallanes & Luke Prescott Thursday, October 2, 2014 7:30 a.m. – 3:30 p.m. Member: $100 Non-Member: N/A

“Be better – Work Smarter – PDF technology for working without limits. Simply put, it will change our life as you know it”. Bluebeam technology is a desktop solution that provides PDF creation, markup, editing and collaboration for the construction industry! Come learn about the Revu Core Basics: Revu Interface, Navigation & Customizable Profiles, Document Editing and Management, Markup Tools/Tool Chest, Markups List, Studio Session & Projects, Creating a Navigable Drawing Set, Document Comparison and Slip sheeting, Automark and Sets and more!

Bluebeam Technology – Day 2

Lilian Magallanes & Luke Prescott Thursday, October 30, 2014 7:30 a.m. – 3:30 p.m. Member: $100 Non-Member: N/A

“Be better – Work Smarter – PDF technology for working without limits. Simply put, it will change our life as you know it”. Bluebeam technology is a desktop solution that provides PDF creation, markup, editing and collaboration for the construction industry! This session builds upon the skills and functions covered on Day 1, October 2nd. Come learn about some more advanced workflows, tools and features in Revu! Session will include: Takeoffs & Estimation, RFIs and Submittals, Punch and Back check, Revu iPad and more!


Introduction to MCAA’s WebLEM (w/laptop)

Keith Rahn Friday, November 14, 2014 7:30 a.m. – 2:30 p.m. Member: Free Non-Member: $179

MCAA and MSCA contractor members receive free access to the WebLEM as a benefit of membership; the Web-Based Labor Estimating Manual. WebLEM is the next generation of the popular Labor Estimating Manual (LEM), considered the industry’s most reliable, authoritative source for comprehensive labor units for typical project tasks. This new, web-based product contains the detailed labor data contractors have come to depend on. With the WebLEM, you can quickly search for and retrieve information. The WebLEM also offers you the capability to export data into Microsoft Excel or CSV format for added flexibility. Data in the WebLEM is reviewed and updated periodically to reflect the latest products and joining methods.

Come and learn your way around this great tool while practicing your estimating skills. This hands-on course is for just about anyone in your company and they will learn how to access the manual, how to use correction factors and then how to download the data and use in a spreadsheet. **Please note that you must bring a laptop to complete this course. This course is limited to 16 participants.

Estimating (4 Hours) & Blueprint Reading (1 Hour)

Troy Aichele Thursday, December 4, 2014 7:30 a.m. – 12:30 p.m. Member: Free Non-Member: $179

If you missed this course in November 2013, this is your chance to get on board! 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, September 12 & 13, 2014 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.


John Koontz Friday and Saturday, October 24 & 25, 2014 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.

FOREMAN


FOREMAN CONTINUED

• 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.


John Koontz Friday and Saturday, November 7 & 8, 2014 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



MANAGEMENT

Leadership Access Institute Day 1 & 2

C. Richard Barnes Thursday & Friday, August 28 & 29, 2014 7:30 a.m. – 4:30 p.m. Member: $200 per session (reduced to $100 for attendance in all 12-days) Venue: DoubleTree Norwalk

Day 1 Organizational Culture and Change – The dramatic increase in products, markets, enhanced technology, and robust competition has led to a dynamic global business environment. Companies that will flourish in the 21st century are those that have learned to respond to turbulence by managing change effectively. Most organizations are aware of the need for change; however, the challenge lies in implementing strategies that stick. For a number of reasons, including a lack of understanding of deeper organizational issues or a failure to recognize the cross-functional implications of change causes the system to often go awry. This session focuses on change and our ability to adapt to an ever-changing business environment.

Day 2 Communication Skills and Theory – How many times have poor communication and interpersonal skills damaged your organization in terms of lost work, impaired relationships and lack of coordination of internal processes? This training program delivers key concepts and techniques that can be immediately applied to maximize your employee’s skills and help you maintain a competitive advantage. We’ll help you identify your communication and working styles. Your ability to listen and comprehend the intention or message behind the words used by others will be improved. You will be able to identify ways to talk with groups in a manner that relates to them and their particular style.


C. Richard Barnes Friday & Saturday, September 12 & 13, 2014 7:30 a.m. – 4:30 p.m. Member: $200 per session (reduced to $100 for attendance in all 12-days) Venue: Anaheim Marriott Suites

Day 3 Communication – Critical Conversations – This workshop is organized around seven principles which have been identified to separate the best from the good in dealing with difficult or risky conversations. Those who master critical conversations learn to first recognize the potential dangers, and then apply a variety of skills that help people stay in honest, candid, dialogue – even when opinions vary and risks are high. This workshop has also been shown to increase respect among coworkers, supervisors and employees and helps participants create a safe environment for sharing facts, ideas, feelings, and theories candidly and honestly. Are you looking to change behaviors in employees and create productive and dynamic team players? Critical conversations are a way to do just that! Staying ahead of possible conflicts and intervening when issues do arise are what critical conversations are all about. They are the best way to keep employees motivated and ensure productive teamwork.

Day 4 Strategic Negotiation Skills – To most people, there’s negotiation, then there’s labor negotiation! Most other negotiations pale in comparison to the intense complexities of a full-bore labor negotiation where hundreds, perhaps thousands of jobs, and often hundreds of millions of dollars are


on the line. Not many of us are actually responsible for labor contract negotiations but when challenged to negotiate any issue with an employee, union, employer, colleague, vendor or supervisor, are you overwhelmed? Can you hear others clearly and respond appropriately? When negotiating, do you seek to gain cooperation or to seize control? Do you avoid difficult negotiation situations including those in your personal relationships…or collaborate through thoughtful and diplomatic interactions?

Wage and Hour Claims and Litigation

Alfred L. Landegger, Esq. Wednesday, September 17, 2014 11:30 a.m. – 1:30 p.m. Member: Free Non-Member: $179

This 2-hour informational working lunch explains how to comply with California and federal law concerning overtime, rest periods, meal periods, commissions, tools and equipment, record keeping and independent contractors. Also, how can your organization avoid becoming a target for individual claims and class actions? What can your company do to correct the existing violations and start fresh? Join this workshop to find out!


C. Richard Barnes & George Buckingham Friday & Saturday, September 26 & 27, 2014 7:30 a.m. – 4:30 p.m. Member: $200 per session (reduced to $100 for attendance in all 12-days) Venue: DoubleTree Norwalk

Day 5 Dynamics of Group Interaction – In all human interactions there are two major ingredients—content (task) and process (maintenance). The first deals with the task on which the group is working. In most interactions, the focus of attention of all persons is on the content. The second ingredient, process, is concerned with what is happening between and to group members while the group is working. Group process, or dynamics, deals with such items as morale, feeling, tone, atmosphere, influence, participation, styles of influence, leadership struggles, conflict, competition, cooperation, etc. In most interactions, very little attention is paid to process, even when it is the major cause of ineffective group action. Sensitivity to group process will better enable one to diagnose group problems early and deal with them more effectively.

Day 6 Problem Identification and Problem Solving – Everyone benefits from having good problem solving skills since we all encounter problems on a daily basis. Some of these problems are obviously more severe or complex than others and it would be wonderful to have the ability to solve all problems efficiently and in a timely fashion. Unfortunately there is no one way in which all problems can be solved.

The first phase of problem solving may sound obvious but often requires more thought and analysis. Identifying a problem can be a difficult task in itself; is there a problem at all? What is the nature of the problem or are there in fact numerous problems? How can the problem be best defined? By spending some time defining the problem you will not only understand it more clearly yourself but be able to communicate its nature to others.

MANAGEMENT CONTINUED



MANAGEMENT


C. Richard Barnes Thursday & Friday, October 9 & 10, 2014 7:30 a.m. – 4:30 p.m. Member: $200 per session (reduced to $100 for attendance in all 12-days) Venue: Anaheim Marriott Suites

Day 7 Relationship and Team Building – Business today is all about relationships. The quality and impact of your work, and the future of your organization, depend upon relationships — with customers, co-workers, and competitors; with suppliers, distributors, and support services; with direct reports, senior managers, and executive boards. Strategic workplace alliances offer opportunities for creating growth, but they also pose new challenges. Not only are you working with more people from different disciplines, industries, and cultures, but you have much less face-to-face time with them than ever before. This session helps participants revitalize the relationships which affect their organizations. It goes beyond strategies for influencing the behavior of others to provide a process for creating clear communications, effective collaboration, and relationships that achieve results. This program will help sharpen listening and questioning skills, resulting in more precise informational exchanges.

Day 8 Managing Workplace Conflict – Labor Management relationships were born in a conflictive environment. For decades, the parties have represented two different views with two different sets of interests and over these years we have created, institutionalized and entrenched a process of collective bargaining that focuses most of our energy on exerting our power or the protection of our rights. We are challenged with the notion of joint or mutual interest as a focus or our future relationships and often we make a conscience decision to return to what we know best – poking sticks in each other’s eye. We are comfortable with taking this “path of least resistance” when it comes to Labor Management relationships.


C. Richard Barnes Thursday & Friday, October 23 & 24, 2014 7:30 a.m. – 4:30 p.m. Member: $200 per session (reduced to $100 for attendance in all 12-days) Venue: DoubleTree Norwalk

Day 9 Group Facilitation Processes – In any group process there are two competing dynamics – content and process. The process of directing, supporting, guiding and coaching groups of people through the stages and tasks required to attain their stated goal is the most accepted definition of facilitation. However, the ideal facilitator does not lead the participants to conclusion, but rather stimulates insights and then follows what emerges from the group. Facilitation is fast becoming a core competency for anyone who leads a team, coordinates a committee or manages a project. Indeed, it is extremely difficult to create buy-in, set group goals or solve complex problems without highly developed facilitation skills.

Day 10 BEST – Briefing, Educational and Speech Techniques – Session 1 – Public Speaking consistently ranks as people’s top fear; the number 2 fear is normally death, followed by spiders as number 3. Astoundingly 75% of people suffer from “speech anxiety,” but mastering this fear and getting comfortable speaking in public can be a great ego booster, and a huge benefit to your organization or


MANAGEMENT CONTINUED

the participant’s career. This session will provide the participant with valuable public speaking skills, including in-depth information on developing an engaging program and delivering your presentation with confidence and power.


C. Richard Barnes Thursday & Friday, November 6 & 7, 2014 7:30 a.m. – 4:30 p.m. Members: $200 per session (reduced to $100 for attendance in all 12-days) Venue: Anaheim Marriott Suites

Day 11 BEST – Briefing, Educational and Speech Techniques – Session 2 – continuation of Session 1

Day 12 Experiential Leadership – Leadership development is a highly personal learning experience that can provide new and relevant insights into one’s strengths as a leader as well as the key areas to work on for further development. The instructors through their respective input, knowledge and skill, as well as the responsibilities that go along with these, will make this leadership development session a purposeful and lasting experience.

Many leadership programs have a tendency to focus on fact and theory with the worst of training being perceived as a non-participative, functional exercise in knowledge transfer. But, what if your best people could access the best thinking from the best people in other organizations? Imagine the ability to reach out to a network of emerging leaders all of who share common experiences? This program is designed for “learning by doing” from instructors who bring the latest, most relevant experience and state-of-the-art educational tools.

Design Errors, Changed Conditions, and Delays, Oh My: Pursuing and Proving Construction Claims

Dale Ortmann & Kathlynn Smith Thursday, November 20, 2014 8:30 a.m. – 10:30 a.m. Member: Free Non-Member: $179

As the saying goes: The best laid plans of mice and men often go awry. And so to do construction plans. Regardless of the nature of the construction project or the project delivery method used, almost all completed projects differ in some respect from what was originally planned. The nature, cause, and complexity of these differences have a significant impact on the bottom-line success or failure of the project. In this seminar, Dale Ortmann and Kathlynn Smith of Hunt Ortmann will discuss some of the most common events on a project that trigger big ticket construction claims. From garden-variety contract claims to complex issues of delay, inefficiency, and acceleration, Dale and Kathlynn will identify the claims most often litigated and discuss best practices to employ during the project to ensure that you are paid.



Managing and Forecasting Project Labor Costs

Troy Aichele Thursday, July 10, 2014 7:30 a.m. – 11:30 a.m. Member: Free Non-Member: $179

In this workshop students will learn tools, techniques and guidelines essential in managing and forecasting the contractor’s biggest risk on every project: labor. The seminar discusses estimating techniques, break down strategies and guidelines, early warning signs (how to find and how to manage), the importance of field labor charging time accurately (and tips for same), change order incorporation into labor forecasts and post-mortems (what they are, how to perform and how to use them).

PROJECT MANAGEMENT


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 TopicsOSHA 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 available at www.cpmca.org. They are accessible to members only. Your company-specific login information is required to access online training..

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.

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


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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.

PowerPoint: Introduction to PowerPoint 2007


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

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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.

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