E-Contractor Academy,
Level II
A Strategic Approach to Achieve Energy Efficiency through
Small Contractor Participation
Veronica Soto
ECC/Los Angeles Initiative
Spring 2015
E-Contractor Academy
  Emerald Cities Collaborative partnership with Citibank
  Facilitate small contractor participation in SoCalREN energy
efficiency retrofit projects
  Expand LA County’s pool of prequalified contractors
  Provide access to training and capacity-building technical
assistance and resources
  Provide ongoing contracting and procurement assistance to
participating contractors
  Monitor and report contract awards
2
E-Contractor Academy
Administrative Processes
  Seminars begin at 4:30 pm and conclude by 7:00 pm
  Seminar attendance required unless excused
  Sign-in at each seminar
  Do your homework. Come prepared to participate.
  Communication will be via email
  Program and seminar resources and materials on website
www.e-contractoracademy.com
3
E-Contractor Academy Workshop:
Intro to County Energy Plan and
So Cal Regional Energy Network
April 2, 2015
  County of Los Angeles Energy Plan
  Project Implementation Status
  Overview of Southern California Regional Energy Network
(SoCalREN)
  Energy Efficiency Local Worker Hiring Program
  Contractor participation requirements
4
E-Contractor Academy Workshop:
How to Bid on Energy Efficiency Projects
April 9, 2015
  Overview of Project Delivery Method(s) to be used
  LA County Master Agreement
  Contractor Requirements
o  Prequalification
o  Bonding
o  Certification
  Overview of LSBE and DVBE certification process and
benefits
5
E-Contractor Academy Workshop:
Estimating Principles
April 16, 2015
  Guidance on Submitting a Competitive Bid
  Labor Cost
  Materials/Supplies Cost
  Overhead/profit
  Bid strategy and procedures
  How to Avoid Under-Bidding and What to do if you do
  Title 24 Changes
7
E-Contractor Academy Workshop:
Project Scheduling
April 23, 2015
  Introduction to scheduling principles
  Defining schedule of values
  Establishing project baseline schedule and milestones
  Planning for critical path items
  Managing RFIs/Change Order schedules
6
E-Contractor Academy Workshop:
Principles of Project Management
April 30, 2015
  Manage your project from start to finish
  Establish document control procedures
  Plan your manpower and equipment
  Adhere to project schedule
  GC and subcontractor coordination
8
E-Contractor Academy Workshop:
Project Cash flow Management
May 7, 2015
  Secure funds/financing for project duration
  Plan for manpower cost outlays
  Plan for equipment and supply cost outlays
  Align outlays with project schedule
  Preparation and submission of pay application
  Billing for upfront cost, e.g. bonding
9
E-Contractor Academy Workshop:
Project Close-Out
May 14, 2015
  Begin planning for close-out from day one
  Prepare and manage project docs/submittals
  Ensure compliance with contract compliance
provisions, e.g., labor compliance
  Track retention
10
BIDDING REPORT
E"Contractor*Academy**
Achieving Energy Efficiency through Small Contractor Participation
Contract Bidding Activity & Awards
The success of the E-Contractor Academy Program and its contractors is measured by your ability to bid and secure future contract
awards to perform energy efficiency projects, therefore, please submit information related to your bidding activity and contract
awards. Your response is greatly appreciated and it will help us continue the program to help small, minority and disabled veteran
owned contractors compete for energy efficiency projects.
S ECTION I. C OMPANY I NFOR MATION
Date
Are you the business owner? ! Yes
First Name
M.I.
! No
Last Name
Title
Company
Phone
Email Address
S ECTION II. B IDDING A CTIVITY & C ONTRACT A W ARD I NFORMATION
Is your company bidding on private sector commercial energy efficiency projects? ! Yes
Is your company bidding on residential energy efficiency projects? ! Yes
! No
! No
Is your company bidding on public sector/government energy efficiency projects? ! Yes
! No
If you answered “yes” to any question above, please provide bidding activity and contract award information below.
PROJECT #1
Owner Name: ______________________ Project Name: ___________________________________ Bid Date: ___________
Were you awarded the project? ! Yes
! No If yes, what is contract value? $_________________
Award Date: ____________________
Did the information/resources provided in the E-Contractor Academy help you compete for and/or win this project? ! Yes
PROJECT #2
Owner Name: ______________________ Project Name: ___________________________________ Bid Date: ___________
Were you awarded the project? ! Yes
! No If yes, what is contract value? $_________________
Award Date: ____________________
Did the information/resources provided in the E-Contractor Academy help you compete for and/or win this project? ! Yes
PROJECT #3
! No
! No
Owner Name: ______________________ Project Name: ___________________________________ Bid Date: ___________
Were you awarded the project? ! Yes
! No If yes, what is contract value? $_________________
Award Date: ____________________
Did the information/resources provided in the E-Contractor Academy help you compete for and/or win this project? ! Yes
! No
S ECT ION III. A DDITIONAL A SSISTANCE R EQUIR ED
Does your company need additional technical support to be more competitive or grow?
If yes, please identify area(s) of need or interest: ! Estimating
! Labor Compliance
! Bonding
! Sustainability/LEED Accreditation
! Become a union contractor
! Scheduling
! Other: ____________________________
! Yes
! No
! Project/Construction Management
! Safety Training
! Cashflow Management
! Teaming
! Access to Capital
! Other: ________________________
TO SUBMIT REPORT OR FOR FURTHER INFORMATION: [email protected]
QUESTIONS?
CONTACT INFORMATION
Veronica Soto
Program Manager
Emerald Cities Collaborative/Los Angeles
633 West Fifth Street, Suite 3200
Los Angeles, CA 90071
Phone: (562) 964-8396
Email: [email protected]
Michael Bejarano
Assistant Program Manager
E-Contractor Academy
Phone: (213)880-3296
Email: [email protected]
www.E-ContractorAcademy.com