Strategic Partnership Program

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Strategic Partnership

Program

Catalog of Courses

2014 – 2015

Catalog of Courses

2015 – 2016

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To the Strategic Partnership Program Par cipants:

On behalf of Clark Construc on Group, LLC (Clark Construc on), it is our pleasure to welcome you to the 2015-2016 Strategic Partnership Development Program. This program is a comprehensive ini a ve developed by Clark Construc on to supplement the capabili es of local, small, and disadvantaged businesses in the Metropolitan area. The following pages contain a complete outline of the Strategic Partnership program.

Program Highlights

The program will start with a full day orienta on and class on Building Capacity for Sustainable High Performance taught by Dr. Leonard Greenhalgh PhD,, Professor of Management at the Tuck School of Business at Dartmouth College. The following ten (10) months of interac ve evening classes, covering

Financial Statements and AccounƟ ng, Insurance and Bonding, Architectural Blueprint Reading, Understanding Contracts, EsƟ maƟ ng, Purchasing, Project Management and PresentaƟ on Skills, will enable par cipants to study the

fundamentals of growing a business in today’s compe ve environment. In addi on, monthly seminars will be facilitated by various community partners. The Microso Excel training will provide par cipants with the skills to create es mates and to analyze important data. The program will culminate with a capstone team presenta on to industry leaders. At the comple on of the program you will receive a cer ficate and be recognized for comple ng the Clark Construc on Group Strategic Partnership Program.

You are an important business associate to Clark Construc on and we share mutual goals of increasing the produc vity and capabili es of our Strategic Partners. We hope you take the opportunity to enroll in this program, and expe-rience personal and professional growth that comes to you and your company as a result.

Sincerely,

Clark Construc on Group, LLC

Wesley T. S th

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Important Informa on... 6

Direc ons... 7

Program Overview and Requirements... 8

Course Curriculum... 9

Instructors... 10

Financial Statements and Accoun ng... 13

Insurance and Bonding... 14

Blueprint Reading... 15 Microso Excel... 16 Contracts... 17 Purchasing... 18 Es ma ng... 19 PM Fundamentals... 20

Presenta on Skills Workshop... 21

Microso PowerPoint... 22

Important Dates to Remember in 2015... 23

Important Dates to Remember in 2016... 24

Catalog of Courses

2015-2016

Strategic Partnership

Program

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6 | Clark Construc on Group, LLC

Important Information

Contact Information

Loca on: Clark Construc on Group, LLC 7500 Old Georgetown Road Bethesda, Maryland 20814-6196 Email: Wesley.S th@clarkconstruc on.com Novele e.Josephs@clarkconstruc on.com Phone: Wesley S th (301) 272-6884

Novele e Josephs (301) 272-8210 Fax: (301) 272-1914

Website: www.clarkconstruc on.com/subcontractors

Attendance

The Strategic Partnership Program allows a maximum of four (4) absences for the Class Sessions and two (2) absences for the Lunch & Learn Sessions. More than the allowed absences will result in dismissal from the program, no excep ons.

Cancellation Policy

If you cannot a end a class, please no fy us by sending an email to sdg@clarkconstruc on.com

Attire for Classes

Unless otherwise specified, the appropriate a re for Clark courses is business casual. The training rooms are o en cool; you may need a sweater or jacket.

Mobile Phones/Pagers

As a courtesy to other par cipants and to the instructors, the use of pagers, mobile phones, lap tops and two-way radios is not permi ed while class is in session. These devices should be turned oﬀ during class. You may retrieve messages and make phone calls during the scheduled breaks.

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Strategic Partnership Program | 7

Directions to the Clark Building

The Clark Building

7500 Old Georgetown Road Bethesda, Maryland 20814-6196 From the North

Take I-95 South to the Capital Beltway (I-495). Take the Beltway West to Old Georgetown Road (Exit 36). Take Old Georgetown Road South toward Bethesda. Drive approximately three miles un l you reach Woodmont Avenue. Turn right onto Woodmont Avenue. Go one-half block and turn le into the Public Parking Garage just before the traﬃ c light at Edgemoor Road. Walk out of the garage via the Old Georgetown Road exit. The Clark Building is on the corner of Edgemoor and Old Georgetown Road, 7500 Old Georgetown Road.

From the South

Take I-95 North to the Capital Beltway (I-495). Take the Beltway North. Stay on the Beltway to Old Georgetown Road (Exit 36). Take Old Georgetown Road South toward Bethesda. Drive approximately three miles un l you reach Woodmont Avenue. Turn right onto Woodmont Avenue and follow the direc ons above.

From Washington, D.C.

Go North on Wisconsin Avenue. Turn le onto Old Georgetown Road. Turn le at the next light onto Edgemoor Road. Go one-half block and turn right into the Public Parking garage. Walk out of the garage via the Old Georgetown Road exit. The Clark Building is on the corner of Edgemoor and Old Georgetown Road, 7500 Old Georgetown Road.

Via Metro

Take the Metro’s Red Line to the Bethesda Sta on. Exit the sta on and go up the first escalator. Take the second (smaller) escalator to the street level and proceed straight ahead into The Clark Building.

Parking

The parking garage under the Clark Building is $13.00. The garage closes at 8pm. The parking garage across from the Clark Building and the Bethesda Metro charges $.80 per hour. Below is the link for your review.

http://www6.montgomerycountymd.gov/dpktmpl.asp?url=/content/DOT/ Parking/Bethesda/bethesda-garage-49.asp

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Program Overview and Requirements

The Clark Construc on Group Strategic Partnership Development Program is a 10-month program designed to supplement the capabili es of local, small, and disadvantaged businesses in the Metropolitan area. The program is structured in an interac ve format with a focus on providing core construc on management and business skills to program par cipants. Courses will be taught by local industry experts and will include interac ve classroom learning, team projects and presenta ons.

The program will start with an orienta on and a full day session on Building Capacity for Sustainable High Performance taught by Dr. Leonard Greenhalgh, PhD, Professor of Management at the Tuck School of Business at Dartmouth College. The following ten (10) months of interac ve evening classes will enable par cipants to study the fundamentals of growing a business in today’s compe ve environment. Students will be expected to par cipate in classroom discussions and to meet with their team outside of the classroom to complete assignments. The program will culminate with a capstone team presenta on to industry leaders. Upon comple on of their last class, par cipants will have four (4) weeks to prepare for the group presenta on.

In addi on to the formal classroom training, monthly seminars from 4:00 p.m. - 5:30 p.m. will be facilitated by various community partners.

Program par cipants are required to complete all of the courses, aƩ end at least

six of the eight seminars and parƟ cipate in the presentaƟ on of the capstone project (this is mandatory). At the comple on of the program you will receive

a cer ficate and be recognized for comple ng the Clark Construc on Group Strategic Partnership Program in the Metropolitan area.

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Instructors

Financial Statements and Accounting

Craig L. Brogan, CPA Cli onLarsonAllen, LLP

Mr. Brogan has over thirteen years of experience working with construc on contractors, principally in performing accoun ng, audit, tax, and management consul ng services. Mr. Brogan has assisted numerous contractors with evalua ng new accoun ng so ware. He works closely with several bonding agents and lenders who are familiar with the construc on industry. He is a CPA licensed in the state of Maryland and is a member of the American Ins tute of Cer fied Public Accountants and the Maryland Associa on of Cer fied Public Accountants.

Insurance and Bonding

Dwight E. Crone, CPCU, Partner McFarlin Insurance Agency, LL

Mr. Crone has over twenty years of insurance and risk management experience and has been a partner at McFarlin Insurance Agency since 1992. Established in 1939, McFarlin Insurance Agency specializes in providing risk management services for firms in the construc on industry. Mr. Crone has served as agency representa ve on insurers’ producers councils and chaired the 1995 producer council for Selec ve Insurance Group. He received the CPCU (Chartered Property Casualty Underwriters) professional designa on in 1992.

Blueprint Reading – Clark Construction Group

Myke Price Vice President (Structural) Harry Stevenson Construc on Execu ve (Architectural) Ian Gardner MEP Manager (Mechanical)

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Strategic Partnership Program | 11 Estimating – Clark Construction Group Rob Flowers Senior Es mator Contracts – Clark Construction Group Patrick Blake

Assistant General Counsel

Wesley S th Vice President Purchasing – Clark Construction Group Project Management – Clark Construction Group Andy Fuhrmann Project Execu ve Erin Thorsby Sr. Marke ng Coordinator PowerPoint– Clark Construction Group

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Financial Statements and Accounting

Course Description

This course will begin with the introduc on of accoun ng for construc on contracts and will cover job cost accoun ng, calcula on of under and over billings, job profitability, billed retainage, backlog calcula on, AIA documents and a sample chart of accounts. The next topic covered will be financial statements of contractors, which will include sample financial statements, overhead rates, labor burdens and company and industry ra os. Mr. Brogan will review bonding requirements as they relate to bonding capacity and the documenta on typically required by bonding companies as well as lender requirements such as lines of credit, loan types, and loan collateral and documenta on that is normally required by bankers. An overview of current accoun ng so ware for contractors will allow you to compare between industry-specific so ware and “oﬀ the shelf” so ware including QuickBooks. Various construc on taxa on topics will also be discussed.

Learning Objectives

Upon comple on of this course, you will understand: • Accoun ng for construc on contracts • Financial statements of contractors • Bonding requirements

• Lender requirements

• Accoun ng so ware for contractors • Construc on taxa on topics

Delivery Method

Lecture/discussion, followed by applica on to the par cipant’s own business.

Instructor

Craig L. Brogan, CPA, Cli onLarsonAllen LLP

Dates/Times/Location

September 23 - October 14, 2015 (4 weeks) Wednesdays 6 - 9 p.m.

16th Floor Training Facility, The Clark Building, Bethesda, Maryland Contacts: Wesley S th (301) 272-6884

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Insurance and Bonding

There are many issues that are taken into considera on by surety companies when underwri ng the credit worthiness of contractors. However, all of the evalua ons can typically be lumped into three broad categories: Character, Capacity, Capital. These three headings are otherwise known as the three “C’s”. Character refers to the integrity of the owners of the business en ty to be bonded. Capacity concentrates on the ability of the company to do the work to be bonded. Capital is concerned with the financial condi on of the company to be bonded.

Over the span of four weeks, this course will cover many issues related to both surety and insurance. You will be exposed to the type of informa on underwriters request when evalua ng risk and why they ask for it. At the conclusion of the course, you will have a feel for the processes involved in surety and insurance underwri ng and thereby have a be er apprecia on of the role both play in suppor ng the construc on industry.

Upon comple on of this course, you will know: • AICPA guidelines for construc on accoun ng

• The balance needed between the Principal, bond company and obligee • How to pick the right surety: T-Lis ng, licensed

• How to obtain rela onship with a bank that has a proven construc on-related track record

• How to obtain rela onship with a contrac ng a orney • Good employee prac ces

• How to secure strong vendor/supplier rela onships • Proper insurance programs for your company

Delivery Method

Instructor

Dwight E. Crone, CPCU, Partner, McFarlin Insurance Agency, LLP

October 21 - November 11, 2015 (4 weeks) Wednesdays 6 - 9 p.m.

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Blueprint Reading

This course will introduce you to construc on documents, with emphasis on interpre ng contract drawings. Topics include graphic informa on found on site plans, eleva ons, plan views, sec onals, and detail drawings used in both commercial and residen al drawings.

Upon comple on of this course, you will know: • Basic components of blueprints • Title blocks

• Line symbols • Revision symbols

Delivery Method

Instructors

Week 1 Architectural - Harry Stevenson, Construc on Execu ve, Clark Construc on Group

Week 2 Structural - Myke Price, Vice President, Clark Construc on Group Week 3 Mechanical - Ian Gardner, MEP Manager, Clark Construc on Group Week 4 Electrical - TBD, Clark Construc on Group

* November 18 - December 16, 2015 (4 weeks) Wednesdays 6 - 9 p.m.

Novele e Josephs (301) 272-8210

* No Class on Nov. 25th, Thanksgiving Day Holiday

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Microsoft Excel

In this course, students will use Microso ® Oﬃ ce Excel® to create spreadsheets and workbooks that they can use to store, manipulate, and share data.

This course is intended for students who wish to gain the founda onal understanding of Microso Oﬃ ce Excel that is necessary to create and work with electronic spreadsheets.

To be successful in this course, you should be familiar with using personal computers and you should have used the mouse and keyboard. You should be comfortable in the Windows environment and be able to use Windows to manage informa on on the computer. Specifically, you should be able to launch and close programs; navigate to informa on stored on the computer; and manage files and folders.

Upon comple on of this course, you will know:

• Create and format a basic worksheet using Microso ® Oﬃ ce Excel® • Perform calcula ons in an Excel worksheet

• Modify an Excel worksheet • Format and modify worksheets • Print Excel workbook contents • Manage an Excel workbook

Delivery Method

Special Instructions

Par cipants should bring a hand-held calculator with them to class.

Instructor

Eddie McBride, Director of Regional Cost Engineering

January 6 - January 13, 2016 (2 weeks) Wednesday 6 - 9 p.m.

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Contracts

This course focuses on the key provisions found in every construc on contract, whether it’s a subcontract or a contract with an Owner. A er par cipa ng in this course, students will understand what should and should not be found in a contract and will be be er able to assess the risks associated with a project.

Upon comple on of this course, you will know: • How to assess project risks

• Items to include in contracts

Delivery Method

Instructor

Patrick Blake, Assistant General Counsel, Clark Construc on Group

January 20, 2016 (1 week) Wednesday 6 - 9 p.m.

16th Floor Training Facility, The Clark Building, Bethesda, Maryland

Contacts: Wesley S th (301) 272-6884 Novele e Josephs (301) 272-8210

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Purchasing

This course will provide you with a very comprehensive understanding of the purchasing process and will prepare you for the research and scoping involved in making a complete purchase. This course will also address the ethical issues involved in purchasing, with emphasis on recognizing and handling situa ons in which the integrity of par es involved in the purchasing process may come into ques on.

• The fi ve steps involved in the process of making a complete purchase • How to research a subcontractor to obtain the necessary informa on

for comple ng the purchase

• How to iden fy and analyze the cri cal issues involved in making a purchase • How to determine an appropriate strategy to complete the purchase • How to read an Exhibit B and know the subcontractor’s responsibility • How to iden fy any poten al problems that may arise from

coordina on issues or fabrica on mes

• How to scope a por on of work and complete a Scope Summary Sheet • Some basic nego a on techniques

Delivery Method

Instructor-led. Course delivery involves discussion that draws from the instructor’s proven field experience as well as a hands-on prac ce exercise on pu ng together a bid.

Instructor

Wesley S th, Vice President, Clark Construc on Group

January 27 - February 10, 2016 (3 weeks) Wednesdays 6 - 9 p.m.

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Estimating

In this course, you will learn about the art of the bid and what happens in the bid room. This sets the groundwork for your project’s execu on strategy. You will also examine the types of bids prepared by Clark and ul mately, how we win our contracts. Es ma ng will provide you with a solid understanding of how a job is priced, the factors that contribute to the shaping of a bid, and how the basis of a job’s project schedule is established by ac vi es during the es ma ng phase. This course will also prepare you for your role as project manager in the bid room on bid day.

• What goes into the process of preparing an es mate, including how an es mator will quan fy and assess risk

• The contribu on of diﬀ erent team members to the bid • Your role in contribu ng to the bid

• How research during the es ma ng process will aﬀ ect your job’s budget, schedule, and coordina on

Delivery Method

Instructor-led. Course delivery involves discussion that draws from the instructor’s proven field experience as well as a hands-on prac ce exercise on pu ng together a bid.

Instructor

Rob Flowers, Senior Es mator, Clark Construc on Group

February 17 - March 16, 2016 (5 weeks) Wednesdays 6 - 9 p.m.

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Project Management Fundamentals

This course will provide you with a solid overview of the project management func on.

Upon comple on of this course, you will know: • The role of project management

• The ac vi es involved in project management • The tools used by project management • The goals of project management

Delivery Method

Instructor

Andy Fuhrmann, Project Execu ve, Clark Construc on Group

March 23 - March 30, 2016 (2 weeks) Wednesdays, 6 - 9 p.m.

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Presentation Skills Workshop

This course will provide you with the skills to design and deliver presenta ons more eﬃ ciently. This course will also focus on building confidence to speak to a variety of audiences.

• How to plan for your presenta ons by analyzing your audience and clarifying your objec ve

• How to focus the content of your presenta ons on the informa on that the audience needs

• How to connect with your audience in the fi rst few minutes of your presenta on

• Techniques to close your presenta ons in a way that mo vates the audience to take ac on

• Ways to use visuals to support the message

• Verbal and non-verbal techniques to deliver your message in a credible and professional style

Delivery Method

Lecture/discussion, followed by group par cipa on.

Instructor

TBD

April 6 - April 13, 2016 (2 weeks) Wednesdays 6 - 9 p.m.

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Microsoft PowerPoint

Using the vast array of features and func onality contained within Microso ® Oﬃ ce PowerPoint®, 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 founda onal understanding of Microso Oﬃ ce PowerPoint that is necessary to create and develop engaging mul media presenta ons. Students should be familiar with using personal computers and have used a mouse and keyboard. You should be comfortable in the Windows environment and be able to use Windows to manage informa on on your computer. Specifically, you should be able to launch and close programs; navigate to informa on stored on the computer; and manage files and folders.

Upon comple on of this course, you will be able to:

• Explore the PowerPoint interface and become comfortable using it • Create a presenta on

• Format text on slides

• Add graphical objects to a presenta on • Modify graphical objects on slides • Work with tables in a presenta on • Import charts to a presenta on • Prepare for delivery of a presenta on

Delivery Method

Lecture/discussion, followed by group par cipa on.

Par cipants should bring a laptop with Microso PowerPoint to this class.

Instructor

Erin Thorsby, Senior Marke ng Coordinator, Clark Construc on Group

April 20, 2016 (1 week) Wednesday 6 - 9 p.m.

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Important Dates to Remember - 2015 - 2016

September 16 Start of the Strategic Partnership Program OrientaƟ on and Tuck School of Business Seminar Dartmouth College 8:00 a.m. - 5:00 p.m.

September 23 Financial Statements and AccounƟ ng Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) October 14 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

October 21 Insurance and Bonding Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) November 11 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

November 18 Blueprint Reading Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) November 25 HOLIDAY BREAK - No Class

December 9 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

December 23 HOLIDAY BREAK - No Class

December 30 HOLIDAY BREAK - No Class

January 6 MicrosoŌ Excel

Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) January 13 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

January 20 Contracts

Wednesday, 6:00 p.m. - 9:00 p.m. (1 week session) January 27 Purchasing Begins

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Important Dates to Remember - 2016 Cont’d

February 10 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

February 17 EsƟ maƟ ng Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (5 week session) March 9 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

March 23 Project Management Fundamentals Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) April 6 PresentaƟ on Skills Workshop Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) April 13 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

April 20 PowerPoint PresentaƟ on Workshop

Wednesday, 6:00 p.m. - 9:00 p.m. (1 week session)

April 27 Capstone Project IntroducƟ on

Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) May 11 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m.

May 11 Capstone PreparaƟ on Begins

Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) June 8 Preliminary Capstone PresentaƟ ons

Wednesday, 6:00 p.m. - 9:00 p.m. June 15 Final Capstone PresentaƟ ons

Wednesday, 6:00 p.m. - 9:00 p.m. June 22 GraduaƟ on and Awards Luncheon!

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