Training Proposal for Balfour Beatty Construction, LLC: 17-0522 Page 1 of 11

TRAINING PROPOSAL FOR

Balfour Beatty Construction, LLC

17-0522

Panel Meeting Date: 03/24/2017

Regional Office: San Diego Regional Office

Analyst Name: Campion, Krista

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: $302,296.00

Program & Admin Cost Support Cost Substantial Contribution

($ / %) Total In-Kind

$302,296.00 N/A N/A $835,500.00

APPLICANT PROFILE

Company Summary Balfour Beatty Construction, LLC (Balfour) is a professional construction

management company that provides a full range of construction management, general contracting, design build, integrated delivery, and pre-construction services.

Industry Sector(s) Construction

Priority Industry Yes

No. of Employees (Applicant) State: 271 US: 2,400 World Wide: 30,000

Turnover Rate (Applicant) 8.00%.

Repeat Contractor Yes

High Unemployment Area No

Unions

Laborers 261; United Brotherhood of Carpenters 46

Training Proposal for Balfour Beatty Construction, LLC: 17-0522 Page 2 of 11

TRAINING PROFILE

Training Objective

Provide training in energy efficiencies for new preconstruction building methods, and job management software.

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 248 $18.00 64 $1,152 8-200

2 Retrainees, Job Creation 10 $20.00 50 $1,000 8-200

3 Retrainees, Veterans 6 $22.00 50 $1,100 8-200

Training Proposal for Balfour Beatty Construction, LLC: 17-0522 Page 3 of 11

PROPOSED TRAINING PROJECT DETAILS

Provided here are the details on the proposed Training Project.

1. Company Background

Founded in 1933 and headquartered in San Diego, Balfour is a professional construction management company that provides a full range of construction management, general contracting, design build, integrated deliver, and pre- construction services. Balfour's customers include private developers and public entities such as K-12 school districts, community colleges and universities.

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

Balfour seeks funding to provide training to remain current in the market place. Changes in technology, green construction processes, and energy efficiency require updating workers' skill sets to meet the client needs. Technology advances in Computer-Aided Design, Revit and 3-D Rendering are critical training needs. Additionally, trainees need Leadership in Energy and Environmental Design and other professional certifications to keep abreast of the latest trends in construction software.

As the construction industry continues to evolve, the Company continues to see a bigger shift towards sustainable design and energy efficiency technologies. This requires changes in project delivery methods and training to accommodate these changes as they upgrade project management software and technology to support this shift and meet client's needs.

Balfour is expanding its workforce to support a new customer base and apply for Job Creation. The company plans to hire 10 employees to support this increase customer base.

This ETP program provides incentives for training California veterans and Balfour commits to retraining six incumbent-worker veterans who have served on active full-time duty in the armed forces.

No worker will receive duplicate training from the previous contract.

Training Infrastructure and Administrative Plan

The Sustainability Project Manager at the San Diego facility will oversee all administration including scheduling training and ensuring training completion is documented for ETP reimbursement. Balfour will have training coordinators at each facility will also utilize an administrative subcontractor for enrolling and tracking trainees.

Marketing Plan

(MEC Only)

N/A

Support Cost Description

(MEC Only)

N/A

Substantial Contribution Description

N/A

Training Proposal for Balfour Beatty Construction, LLC: 17-0522 Page 4 of 11

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 Accounting

Client Relations

Business Acquisition

Continuous Improvement Skills Energy Efficiency

Estimating

OSHA 10

Computer Skills/Standard Estimating/Preconstruction Software

Field BIM Management

Scheduling Software

4. Additional Company or Training Project Details

Provided here is additional information relative to the proposed Training Project.

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

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

Subcontractor Type Subcontractor Name City Service Cost or %

Development Training Funding Source Seal Beach $10,580.00

Administrative Training Funding Source Seal Beach 13%

Training None to Date

Training Proposal for Balfour Beatty Construction, LLC: 17-0522 Page 5 of 11

4.3 Previous ETP Project Summary

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

Active Contract(s) Elements

Summary

Agreement Number ET15-0339

Purpose of Training The Company's first ETP project focused on training in project management and overall operations to support its primary construction business. Current proposal contract will continue with similar training, but additional focus on elements to support energy efficiency.

Location(s) San Diego

Term 01/05/2015 - 01/04/2017

Approved Amount $350,400

Projected earnings $327,002 = 93%

$229,716 are incumbent earnings

Performance Percentage: 90%

Other Notes N/A

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.