Hensel Phelps Technical Assistance Program (TAP)

Introductions Charles Eaton and Brad Lewis

Agenda Introduction Hensel Phelps Procurements Project Delivery Methods Subcontract Insurance \ Bonding Project Administration Quality Control Safety Paving the Way To Success (Introduction of presentation team and topics to be covered) Introduction

Who We Are Introduction Hensel Phelps started as an SBE in 1937 Hensel Phelps, our founder began his construction company in 1937. He was a small business owner. Tell the story of growth and development into the employee owned firm it is today. Introduction

Who We Are Introduction Strategically located throughout the USA & Guuam Largest Government Office Builder Top 20 General Contractor by ENR Plan, Build, Manage Introduction

Market Focus Procurement Federal Education Healthcare Hospitality Aviation Mission Critical Renewable Energy These are the sectors the Western District has historically bid work Approximately 80% of our work is managed through the design-build delivery method. Procurement

Why An Information Sheet? Subcontractor Relationships / Marketing Why An Information Sheet? To help us match the right scope and project to you! Years in Business, Volume, & Safety Record Annual Sales past two years Current volume on hand – Backlog Current employee count Safety Record for the past three years Financial Backing Long Term and Short Term Loans Bonding Capacity References General Contractor/Owner References Vendor/Supplier References The information we are looking for helps us work with at a level that won’t waste your estimators time. Procurement

Subcontractor Relationships / Marketing This is your tool to provide current information to us! Provide as much information as possible, but make sure you include: Point of Contact w/email and fax number Small Business Status Bonding ability Update your information Semi-annually or when contacts change Most applicable CSI Division – Do Not overburden Divisions The States were you work Brief Description of Company Services Once you are in the iSqFt system, it is up to you to update it. New certification, additional capabilities, changes in bonding are all important to keep current. Procurement

Subcontractor Relationships / Marketing Once you are in the iSqFt system, it is up to you to update it. New certification, additional capabilities, changes in bonding are all important to keep current. Procurement

Bidding How to get in front of the right person? Procurement Contact Project Estimator and find out who has been assigned to your scope. As mentioned when we identified the district estimating team, responding early to connect with your estimator will help you strategize the current bid and develop a relationship for future bids. Procurement

Bidding Communicate early with HP’s Estimator: Discuss scope to be bid: Applicable specification sections Plans including details Project sequencing and schedule Relate your capacity and capabilities. Advise of your SBE Status. Are there special bid requirements? Procurement

Project Delivery Methods Design-Bid-Build Design-Build CM at Risk Procurement

Project Delivery Methods g / Interview Solicitations / Pre-Bid Conference Issue RFQ Short List Pricing / Interview Award: Based on Qualifications & Price Procurement

Elements of the 6 Step Quality Process Quality Process Log Procurement Phase Purchasing Meetings Pre-Mobilization Meetings Preparatory Meetings Initial Inspections Follow-up Inspections Source Inspections Final Inspections Commissioning Process Overview Project Closeout Quality Control

Safety Start Up Packet Safety Plan Haz Com Plan Inventory Questionnaire Activity Hazard Analysis (AHA) Competent Person Trainings Safety

We All Have A Purpose – Work Safe! Safety

Paving The Way to Success Financial Management Business Plan Realistic Business Growth Historically what has prevented small firms from growing Steps for Success

Paving The Way to Success Financial Management Historically what has prevented small firms from growing Steps for Success

Bonding, Working Capital and Competitive Pricing Develop relationships Insurance Agent Surety Bond Producer and Surety Company Banker Attorney CPA Get a bond agent experience in small business bonding; attorney to help understand contract language and CPA who understands construction accounting Steps for Success

Project Management Closely manage projects and incorporate early warning systems to catch potential problems Incorporate supervisory and field training in your operations Pre-plan your work Good tracking mechanisms; know the project and schedule Steps for Success

Estimating and Job Cost Reporting Hire experienced estimator, even if only on a part-time or “as-needed” basis Put into place an automated job costing system Qualified and experienced estimator; good estimating software Steps for Success

Paving The Way to Success Business Plan Historically what has prevented small firms from growing Steps for Success

Comprehensive Business Plan Develop business plan, including establishing a succession plan Train your Staff Establish clear job descriptions including fair compensation structure Train replacement Steps for Success

Changes in Scope or Line of Business Exhaust opportunities in your core competency before seeking work in other areas Understand your market area; work with firms you trust Steps for Success

Paving The Way to Success Realistic Growth Historically what has prevented small firms from growing Steps for Success

Realistic Growth Steps for Success Manage your expansion and growth Grow incrementally in keeping with your management, bonding and financial resources Consider the formation of a joint venture with a firm in the new location or one with more direct experience with the type of work being bid Take work you understand; take work with experience personnel you trust Steps for Success

Specific Measurable Attainable Realistic Timely SMART Goals Steps for Success

Hensel Phelps started as an SBE in 1937 Closing

Contact Information Charles Eaton ceaton@henselphelps.com 703-828-3244 Brad Lewis blewis@henselphelps.com 571-722-6716