Strategic Partnership Program

Strategic Partnership Program Catalog Catalog of of Courses Courses 2015 2014 2016 2015

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 Accoun ng, Insurance and Bonding, Architectural Blueprint Reading, Understanding Contracts, Es ma ng, Purchasing, Project Management and Presenta 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 experience personal and professional growth that comes to you and your company as a result. Sincerely, Clark Construc on Group, LLC Wesley T. S th Vice President

Strategic Partnership Program Catalog of Courses 2015-2016 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

Important Information Contact Information Loca on: Email: Clark Construc on Group, LLC 7500 Old Georgetown Road Bethesda, Maryland 20814-6196 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. 6 Clark Construc on Group, LLC

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 traffic 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 Strategic Partnership Program 7

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, a end at least six of the eight seminars and par cipate in the presenta 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. 8 Clark Construc on Group, LLC

Course Curriculum Strategic Partnership Program 9

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 Harry Stevenson Construc on Execu ve (Architectural) Myke Price Vice President (Structural) Ian Gardner MEP Manager (Mechanical) 10 Clark Construc on Group, LLC

Contracts Clark Construction Group Purchasing Clark Construction Group PowerPoint Clark Construction Group Patrick Blake Assistant General Counsel Wesley S th Vice President Erin Thorsby Sr. Marke ng Coordinator Estimating Clark Construction Group Project Management Clark Construction Group Rob Flowers Senior Es mator Andy Fuhrmann Project Execu ve Strategic Partnership Program 11

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 Novele e Josephs (301) 272-8210 Strategic Partnership Program 12

Insurance and Bonding Course Description 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. Learning Objectives 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 onrelated 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 Lecture/discussion, followed by applica on to the par cipant s own business. Instructor Dwight E. Crone, CPCU, Partner, McFarlin Insurance Agency, LLP Dates/Times/Location October 21 - November 11, 2015 (4 weeks) Wednesdays 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 13 Clark Construc on Group, LLC

Blueprint Reading Course Description 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. Learning Objectives Upon comple on of this course, you will know: Basic components of blueprints Title blocks Line symbols Revision symbols Delivery Method Lecture/discussion, followed by applica on to the par cipant s own business. 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 Dates/Times/Location * November 18 - December 16, 2015 (4 weeks) Wednesdays 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 * No Class on Nov. 25th, Thanksgiving Day Holiday * No Class on Dec. 23rd and 30th for the Christmas and New Year Holiday. Strategic Partnership Program 14

Microsoft Excel Course Description In this course, students will use Microso Office 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 Office 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. Learning Objectives Upon comple on of this course, you will know: Create and format a basic worksheet using Microso Office 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 Lecture/discussion, followed by applica on to the par cipant s own business. Special Instructions Par cipants should bring a hand-held calculator with them to class. Instructor Eddie McBride, Director of Regional Cost Engineering Dates/Times/Location January 6 - January 13, 2016 (2 weeks) 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 15 Clark Construc on Group, LLC

Contracts Course Description 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. Learning Objectives Upon comple on of this course, you will know: How to assess project risks Items to include in contracts Delivery Method Lecture/discussion, followed by applica on to the par cipant s own business. Instructor Patrick Blake, Assistant General Counsel, Clark Construc on Group Dates/Times/Location 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 Strategic Partnership Program 16

Purchasing Course Description 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. Learning Objectives Upon comple on of this course, you will know: The five 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. Special Instructions Par cipants should bring a hand-held calculator with them to class. Instructor Wesley S th, Vice President, Clark Construc on Group Dates/Times/Location January 27 - February 10, 2016 (3 weeks) Wednesdays 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 17 Clark Construc on Group, LLC

Estimating Course Description 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. Learning Objectives Upon comple on of this course, you will know: 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 different team members to the bid Your role in contribu ng to the bid How research during the es ma ng process will affect 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. Special Instructions Par cipants should bring a hand-held calculator with them to class. Instructor Rob Flowers, Senior Es mator, Clark Construc on Group Dates/Times/Location February 17 - March 16, 2016 (5 weeks) Wednesdays 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 Strategic Partnership Program 18

Project Management Fundamentals Course Description This course will provide you with a solid overview of the project management func on. Learning Objectives 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 Lecture/discussion, followed by applica on to the par cipant s own business. Instructor Andy Fuhrmann, Project Execu ve, Clark Construc on Group Dates/Times/Location March 23 - March 30, 2016 (2 weeks) Wednesdays, 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 19 Clark Construc on Group, LLC

Presentation Skills Workshop Course Description This course will provide you with the skills to design and deliver presenta ons more efficiently. This course will also focus on building confidence to speak to a variety of audiences. Learning Objectives Upon comple on of this course, you will know: 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 first 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 Dates/Times/Location April 6 - April 13, 2016 (2 weeks) Wednesdays 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 Strategic Partnership Program 20

Microsoft PowerPoint Course Description Using the vast array of features and func onality contained within Microso Office 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 Office 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. Learning Objectives 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. Special Instructions Par cipants should bring a laptop with Microso PowerPoint to this class. Instructor Erin Thorsby, Senior Marke ng Coordinator, Clark Construc on Group Dates/Times/Location April 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 21 Clark Construc on Group, LLC

Important Dates to Remember - 2015-2016 September 16 September 23 October 14 October 21 November 11 November 18 November 25 December 9 December 23 December 30 January 6 January 13 January 20 January 27 Start of the Strategic Partnership Program Orienta on and Tuck School of Business Seminar Dartmouth College 8:00 a.m. - 5:00 p.m. Financial Statements and Accoun ng Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Insurance and Bonding Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Blueprint Reading Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) HOLIDAY BREAK - No Class Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. HOLIDAY BREAK - No Class HOLIDAY BREAK - No Class Microso Excel Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Contracts Wednesday, 6:00 p.m. - 9:00 p.m. (1 week session) Purchasing Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (3 week session) Strategic Partnership Program 22

Important Dates to Remember - 2016 Cont d February 10 February 17 March 9 March 23 April 6 April 13 April 20 April 27 May 11 May 11 June 8 June 15 June 22 Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Es ma ng Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (5 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Project Management Fundamentals Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) Presenta on Skills Workshop Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. PowerPoint Presenta on Workshop Wednesday, 6:00 p.m. - 9:00 p.m. (1 week session) Capstone Project Introduc on Wednesdays, 6:00 p.m. - 9:00 p.m. (2 week session) Lunch & Learn Session - 4:00 p.m. - 5:30 p.m. Capstone Prepara on Begins Wednesdays, 6:00 p.m. - 9:00 p.m. (4 week session) Preliminary Capstone Presenta ons Wednesday, 6:00 p.m. - 9:00 p.m. Final Capstone Presenta ons Wednesday, 6:00 p.m. - 9:00 p.m. Gradua on and Awards Luncheon! 12:00-1:30 p.m. 23 Clark Construc on Group, LLC

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Clark Construc on Group, LLC 7500 Old Georgetown Road Bethesda, Maryland 20814-6196 www.clarkconstruc on.com When You Need to Know More Than Experience Can Teach