training proposal for procore technologies, inc. 17-0725 proposal.pdf · training proposal for...

Training Proposal for Procore Technologies, Inc.: 17-0725 of 5

TRAINING PROPOSAL FOR

Procore Technologies, Inc.

17-0725

Panel Meeting Date: 06/23/2017

Regional Office: North Hollywood Regional Office

Analyst Name: Paccerelli, Margarita

Type of Proposal: Single Employer Contract (SE)

Funding Source: Out-of-State Competition (OSC)

FUNDING OVERVIEW

Provided here is a summary of the funding for the proposed Training Project.

TOTAL ETP FUNDING: $899,728.00

Program & Admin Cost Support Cost Substantial Contribution

($ 0%) Total In-Kind

$899,728.00 N/A N/A $1,300,000.00

APPLICANT PROFILE

Company Summary

This is a Critical Proposal developed in conjunction with the Governor’s Office of Economic and Business Development (GO-Biz).

Procore Technologies, Inc. (Procore) is a construction management software company. With an award-winning suite of project management tools, over a million registered Procore users across the globe manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities and retail centers.

Industry Sector(s) Information Technology

Priority Industry Yes

No. of Employees (Applicant) State: 615 US: 784 World Wide: 795

Turnover Rate (Applicant) 0%.

Repeat Contractor Yes

High Unemployment Area No

Unions

No


TRAINING PROFILE

Training Objective

Provide training designed to enhance Procore’s competitiveness in the industry by putting the Company in an optimal position to ensure employees are performing their best in current roles and to gain new skills to take on new projects and opportunities.

Training is summarized below. Additional details are provided in Appendix A - Group and Job Title Details of this Panel Proposal.

# Group Characteristics # of Trainees

Reimbursement Rate

Avg. Hours

Cost Per Trainee

Min – Max Hour

1 Retrainees 577 $18.00 48 $864 8-200

2 Retrainees, Job Creation 340 $20.00 59 $1,180 8-200


PROPOSED TRAINING PROJECT DETAILS

Provided here are the details on the proposed Training Project.

1. Company Background

Founded in 2007 and headquartered in Carpinteria, Procore provides construction management software for the construction industry worldwide. Its mission is to provide construction professionals with the most comprehensive and easy-to-use project management platform combined with industry leading customer service. The Company helps users increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. This real time data and accessibility minimizes costly risks and delays, which ultimately boosts profits.

2. Current Training Project Details

Provided here are details on the purpose of the training, a summary of the marketing plan and support costs.

Purpose of Training

Procore seeks funding to provide training for its rapidly growing company. It is experiencing dynamic demand for its core products. This rapid growth necessitates the Company to train hundreds of workers in all its proprietary tools, software and approaches. Procore is hiring at a fast pace averaging seven new hires per week for newly-created positions within the company. The proposed training will be provided to trainees at the Company’s locations in Carpinteria, San Francisco and San Diego Currently, Procore has a solid competitive edge over other construction project management solutions located out-of-state. To maintain its competitive position, the Company must continually raise the capability and performance level of its employees. This is Procore’s second ETP Contract and the second in five years. As a first-time ETP Contractor in its last project, Procore’s prior project was for $99k. The Company earned its initial funds less than a year into the term. Additional funds were added into the prior contract and the Company is on track to earn 100% of the contract amount. This proposal will be a continuation of the training from its last ETP Contract (ET17-0213). No trainee will receive duplicate training. The software industry is competitive and rapidly changing; thus, Procore is expanding its business capacity, adding new employees to existing functions in Administration, Customer Service and Operations. Procore has committed to hiring and training 340 new employees (Job Number 2) to develop new ideas, provide better service to users, and support internal staff.

Training Infrastructure and Administrative Plan

Procore’s Peoples Operations Department will oversee all training and internal administration of this project, including training delivery, scheduling, and documentation at the various California locations. This department consists of six staff including a Senior People Operations Manager. In addition, the Company has several in-house subject matter experts to provide training at all locations. The Company has a detailed training schedule and is ready to start training upon Panel approval. Procore has also retained an outside administrative consultant to ensure that all training records meet ETP compliance.

Marketing Plan

Not Applicable


(MEC Only)

Support Cost Description

(MEC Only)

Not Applicable

Substantial Contribution Description

Not Applicable

3. Sample Curriculum

Provided below is a summary of the methods by which training will be delivered including a sample of the courses that will be offered.

Each of the Trainee groups will be able to take courses under the various delivery methods.

Delivery Method Classroom/Simulated Laboratory

Training Type/Level Sample Classes

Business Skills Construction Personas

Financial Tools

Quality & Safety Tools

Computer Skills/Standard Slack

7Geese

Cornerstone

Delivery Method Computer-Based Training

Training Type/Level Sample Classes

Business Skills Communication - Presentations

Innovation - Creative Thinking

Leadership: Effective Leadership

Computer Skills Microsoft Excel (Intermediate)

Microsoft Excel Level 3 (Advanced)

North Stars (Support Basics)

4. Additional Company or Training Project Details

4.1 Program Waivers

The next table lists the various waivers and supporting justifications for training that apply to this proposed Training Project.

Waivers/Justification Type Summary

None have been requested

4.2 Subcontractor Summary

Procore retained the services of the following Subcontractor(s).


Subcontractor Type Subcontractor Name City Service Cost or %

Development Glendale Community College District

Glendale No Charge

Administrative Glendale Community College District

Glendale 10%

Training None to Date

4.3 Previous ETP Project Summary

The table below summarizes the active performance under the ETP contract.

Active Contract(s) Elements

Summary

Agreement Number ET17-0213

Purpose of Training To train employees in to provide construction professionals with the most comprehensive and easy-to-use project management platform combined with industry leading customer service.

Location(s) Carpinteria, San Francisco, San Diego

Term 08/17/2016 - 08/16/2018

Approved Amount $249,820

Projected earnings $249,820

Performance Percentage: 100%

Other Notes Based on the ETP Systems, 13,426 reimbursable hours have been tracked for potential earnings of $249,820 (100% of the approved amount). Although there is still over a year remaining in the contract term, the Panel informed Procore to submit a new proposal for additional funding.

4.4 Supporting Panel Proposal Documentation

Provided in Appendixes A, B and C is additional application details on the intended training population, the detailed curriculum, and associated program characteristics that are related to this proposed Training Project.

Attachment 1 – Group and Job Title Details

Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 1: Page 1

The proposed Training Project includes training for the following Trainees, organized by training group.

Group #: 1 – <Retrainees>

County ETP Minimum Wage

San Diego County $16.72

San Francisco County $17.63

Santa Barbara County $16.16

Job Title Estimated Number of Trainees

Base Wage Range Health Benefits Applied

Post-Retention Wage

San Diego County

Customer Success I 2 $18.00 - $47.00 $0.00 $18.00

Customer Success II 2 $48.00 - $77.00 $0.00 $48.00

Marketing Staff I 3 $18.00 - $47.00 $0.00 $18.00

Marketing Staff II 2 $48.00 - $75.00 $0.00 $48.00

Sales Staff I 1 $20.00 - $48.00 $0.00 $20.00

Sales Staff II 1 $49.00 - $69.00 $0.00 $49.00

San Francisco County





Sales Staff I 1 $20.00 - $48.00 $0.00 $20.00

Sales Staff II 2 $49.00 - $69.00 $0.00 $49.00

Santa Barbara County

Admin Staff I 16 $17.00 - $46.00 $0.00 $17.00

Admin Staff II 30 $46.00 - $75.00 $0.00 $46.00

Business System Analyst II 27 $50.00 - $79.00 $0.00 $50.00

Business Systems Analyst I 15 $20.00 - $49.00 $0.00 $20.00





Post-Retention Wage



Engineer I 10 $30.00 - $59.00 $0.00 $30.00

Engineer II 20 $60.00 - $89.00 $0.00 $60.00

Finance Staff I 10 $17.00 - $46.00 $0.00 $17.00

Finance Staff II 20 $47.00 - $76.00 $0.00 $47.00

Information Technology I 15 $20.00 - $49.00 $0.00 $20.00

Information Technology II 15 $50.00 - $79.00 $0.00 $50.00

Manager/Supervisor I 20 $25.00 - $54.00 $0.00 $25.00

Manager/Supervisor II 30 $55.00 - $84.00 $0.00 $55.00



Operations I 25 $18.00 - $47.00 $0.00 $18.00

Operations II 10 $48.00 - $77.00 $0.00 $48.00

Product Specialist I 60 $20.00 - $49.00 $0.00 $20.00

Product Specialist II 50 $50.00 - $79.00 $0.00 $50.00

Sales Staff I 13 $20.00 - $40.00 $0.00 $20.00

Sales Staff II 17 $40.00 - $69.00 $0.00 $40.00

Group #: 2 – <Retrainees, Job Creation>

County ETP Minimum Wage

San Diego County $13.94

San Francisco County $14.69

Santa Barbara County $13.22





Post-Retention Wage

San Diego County

Customer Success I - Job Creation

18 $18.00 - $47.00 $0.00 $18.00

Customer Success II - Job Creation

15 $48.00 - $77.00 $0.00 $48.00

Sales Staff I - Job Creation 10 $18.00 - $40.00 $0.00 $18.00

Sales Staff II - Job Creation 10 $40.00 - $69.00 $0.00 $40.00

San Francisco County


15 $18.00 - $47.00 $0.00 $18.00


15 $48.00 - $77.00 $0.00 $48.00



Santa Barbara County

Admin Staff I - Job Creation 4 $17.00 - $46.00 $0.00 $17.00

Admin Staff II - Job Creation 7 $46.00 - $75.00 $0.00 $46.00


25 $18.00 - $47.00 $0.00 $18.00


15 $48.00 - $77.00 $0.00 $48.00

Engineer I - Job Creation 5 $20.00 - $49.00 $0.00 $20.00

Engineer II - Job Creation 8 $40.00 - $69.00 $0.00 $40.00

Information Technology I - Job Creation 7 $20.00 - $49.00 $0.00 $20.00

Information Technology II - Job Creation 10 $50.00 - $79.00 $0.00 $50.00

Marketing Staff I - Job Creation 15 $18.00 - $47.00 $0.00 $18.00

Marketing Staff II - Job Creation 15 $48.00 - $75.00 $0.00 $48.00

Operations I - Job Creation 20 $18.00 - $47.00 $0.00 $18.00

Operations II - Job Creation 25 $48.00 - $77.00 $0.00 $48.00





Post-Retention Wage

Product Specialist I - Job Creation 15 $20.00 - $49.00 $0.00 $20.00

Product Specialist II - Job Creation 8 $50.00 - $79.00 $0.00 $50.00



Attachment 2 - Training Delivery and Curriculum Listing


Delivery Method/Level Classroom/Simulated Laboratory

Training Type/Level Planned Course Offerings

Business Skills

7 Habits of Highly Effective People

Best Practices in Coaching

Best Practices in Interviewing

Building A Rock Solid Team

Business Communications

Business Financial Statement

Business Systems Continuous

Business Writing

Change Management

Collaboration

Communication Skills

Compensation and Motivation

Construction 101

Construction OS Continuous

Construction Personas

Crucial Conversations

Customer Service

Customer Success Continuous

Defusing Emotionally Charged

Dispute Resolution

Emotional Intelligence

Employee/Customer Engagement

Engineering Continuous Learn

Finance Continuing Learning

Financial Tools

Fish! – Individual and Team Motivation

Foundations of Construction

Giving and Receiving Feedback

Goal Setting

Handling Difficult Conversation

Having a Nice Conflict

High Impact Hiring

Holding All The ACES

Interviewing Skills

Leadership Boot Camp 1

Leadership Boot Camp 2

Leadership Development Suite



Leading Meetings

Marketing

Marketing Continuous Learning

Negotiation Skills

New Hire Orientation

New Leader Assimilation for Teams

People Team Continuous Learning

Performance Management

Presenting with Impact and Confidence/Train-the-Trainer

Product Continuing Learning

Project Management

Project Management Tools

Quality & Safety Tools

Resilience – The 7 Factors Make a Half-Filled Glass Overflow

Saas Business

Sales Continuous Learning

Situational Leadership II

Straight Talk

Strengths Finder – Learning to Leverage Your Top 5 Strengths

Team Engagement – The 12 Things That Matter

Time Management

Time Management

Transitioning to Leadership

Understanding Procore

Understanding Yourself and Others with the MBTI

Workplace Experience Continuous Learning

Computer Skills

7Geese

Airebrake

Aireserver

Bridge

Bugsnag

Coding for Non-Technical People

Concur

Confluence

Cornerstone

EcrionXF

Fullstory

Google Suite



Delivery Method/Level Electronic Learning/Computer Based Training (CBT)

Training Type/Level Planned Course Offerings Standard Hours

Computer Skills

Microsoft Excel (Intermediate) 2

GoToMeeting

GoToWebinar

Human Resources Software

Javascript

Jira

Kapost

Microsoft Excel (Adv.& Int.)

Mindtouch

Mobile Devices

Network Training

New Relic

Okta

Phaseexpress

ProjectTango

Ruby on Rails

Salesforce

Seismic

Semaphore

Sendgrid

Skilljar

Skuid

Slack

Smanage

Smart Sheets

SnagIt

Softphone

Software Advice

Talkdesk

Tout

Travisci

WalkMe

Workday

Zendesk

Zoom



Delivery Method/Level Electronic Learning/Computer Based Training (CBT)

Training Type/Level Planned Course Offerings Standard Hours

Microsoft Excel Level 3 (Advanced) 2

North Stars (Support Basics) 0.5

QuickBooks for Contractors 1.65

Business Skills

Bidding 1.27

Business Ethics 0.33

Business Skills - Time Management 0.5

Communication: Presentations 0.75

Communication: Effective Feedback 0.5

Construction 101 4.5

Construction 102 2

How BIM has changed Constr. 0.97

Innovation: Creative Thinking 0.55

Leadership: Building Trust 0.5

Leadership: Business Process Improvement 0.58

Leadership: Change Management 0.5

Leadership: Developing Team 0.58

Leadership: Effective Leadership 1

Leadership: Motivating Remote 0.5

Leadership: Motivation 0.75

Leadership: People Management 2

Leadership: Performance Review 0.5

Leadership: Teambuilding 0.5

Leadership: Using the Basics 0.83

Leadership: Virtual Twist 0.5

Management: Effective Teams 0.58

Management: Lose the Meeting Blues 0.58

Management: Managing Change 0.75

Management: Succeed Supervisor 0.58

Management: Team Conflict 0.67

Management: Virtual Office 0.5

Product Manager On-Boarding 3

Project Management Fundamentals 0.75

Project Management Time/Schedule 0.5

Project Planning Initiation 0.5

Project Resource Management 0.75

Attachment 3 - Training Project Characteristics Details


Provided in the table are details on the training characteristics.

Characteristic Program Summary

Retrainee - Job Creation Retrainee Program

The Panel incentivizes job creation. Training for newly-hired employees is reimbursed at a higher rate, and trainees are subject to a lower post-retention wage. The date of hire for trainees is within the three-month period before contract approval, or within the term of the contract. Trainees are hired into “net new jobs” as a condition of contract. Substantial Contribution and Turnover Rate penalty requirements do not apply.

training proposal for procore technologies, inc. 17-0725 proposal.pdf · training proposal for...

Documents