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ETP 130 - Single (05/02/16) 1 of 6 RETRAINEE - JOB CREATION Training Proposal for: Goforth & Marti dba GM Business Interiors Agreement Number: ET18-0100 Panel Meeting of: June 23, 2017 ETP Regional Office: San Diego Analyst: M. Ray PROJECT PROFILE Contract Attributes: Retrainee Priority Rate Job Creation Initiative Industry Sector(s): Manufacturing Priority Industry: Yes No Counties Served: Riverside and San Diego Repeat Contractor: Yes No Union(s): Yes No Number of Employees in: CA: 250 U.S.: 250 Worldwide: 250 Turnover Rate: 14% Managers/Supervisors: (% of total trainees) 7% FUNDING DETAIL Program Costs - (Substantial Contribution) (High Earner Reduction) = Total ETP Funding $324,000 $0 $0 $324,000 In-Kind Contribution: 100% of Total ETP Funding Required $379,984

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Page 1: Goforth & Marti dba GM Business Interiors business interiors - 130.pdf · Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100 ETP 130 - Single (05/02/16) 3 of 6 $14.78

ETP 130 - Single (05/02/16) 1 of 6

RETRAINEE - JOB CREATION

Training Proposal for:

Goforth & Marti dba GM Business Interiors

Agreement Number: ET18-0100

Panel Meeting of: June 23, 2017

ETP Regional Office: San Diego Analyst: M. Ray

PROJECT PROFILE

Contract

Attributes:

Retrainee

Priority Rate

Job Creation Initiative

Industry

Sector(s):

Manufacturing

Priority Industry: Yes No

Counties

Served:

Riverside and San Diego Repeat

Contractor:

Yes No

Union(s): Yes No

Number of Employees in: CA: 250 U.S.: 250 Worldwide: 250

Turnover Rate: 14%

Managers/Supervisors: (% of total trainees)

7%

FUNDING DETAIL

Program Costs - (Substantial Contribution)

(High Earner Reduction)

= Total ETP Funding

$324,000

$0

$0

$324,000

In-Kind Contribution: 100% of Total ETP Funding Required $379,984

Page 2: Goforth & Marti dba GM Business Interiors business interiors - 130.pdf · Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100 ETP 130 - Single (05/02/16) 3 of 6 $14.78

Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100

ETP 130 - Single (05/02/16) 2 of 6

TRAINING PLAN TABLE

2 Retrainee

Priority Rate

Job Creation Initiative

Business Skills, Computer Skills,

Mfg. Skills, PL - Computer Skills

PL – Mfg. Skills

30 8 – 200 0 $2,400 *$14.00

Weighted Avg: 120

*It will be made a condition of contract that the trainees in this Job Number will never be paid less than the State or local minimum wage rate as in effect at the end of retention regardless of the wage expressed in this table. The highest minimum wage rate will prevail.

Minimum Wage by County: Job Number 1: $16.16 per hour for Riverside County and $16.72

per hour for San Diego County; and Job Number 2 (Job Creation): $13.22 per hour for Riverside

County and $13.94 per hour for San Diego County.

Health Benefits: Yes No This is employer share of cost for healthcare premiums –

medical, dental, vision.

Used to meet the Post-Retention Wage?: Yes No Maybe

Up to $1.94 per hour may be used to meet the Post-Retention Wage for Job Number 1 only.

Wage Range by Occupation

Occupation Titles Wage Range Estimated # of

Trainees

Job Number 1

Client Services $16.00 - $43.75 9

Designer $16.00 - $36.06 16

Driver $17.00 - $19.00 2

Facility Maintenance $24.64 1

Installer $14.22 - $28.00 (Riverside)

$14.78 - $28.00 (San Diego) 59

Move/Add/Change Staff $14.22 - $43.75 (Riverside)

$14.78 - $43.75 (San Diego) 4

Operations $24.04 - $32.69 2

Project Management $29.33 - $39.90 8

Service Technician $14.22 - $19.75 (Riverside)

$14.78 - $19.75 (San Diego) 3

Warehouse Assistant $14.22 - $22.00 (Riverside) 13

Job

No. Job Description Type of Training

Estimated

No. of

Trainees

Range of

Hours Average

Cost per

Trainee

Post-

Retention

Wage Class /

Lab CBT

1 Retrainee

Priority Rate

Business Skills, Computer Skills,

Mfg. Skills, PL - Computer Skills,

PL - Mfg. Skills

140 8 - 200 0 $1,800 $16.16

Weighted Avg: 100

Page 3: Goforth & Marti dba GM Business Interiors business interiors - 130.pdf · Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100 ETP 130 - Single (05/02/16) 3 of 6 $14.78

Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100

ETP 130 - Single (05/02/16) 3 of 6

$14.78 - $22.00 (San Diego)

Supervisor $21.00 - $30.88 11

Manager I $20.00 - $40.00 8

Manager II $40.01 - $62.59 4

Job Number 2

Designer $14.00 - $16.00 5

Installer $14.00 - $17.00 18

Service Technician $14.00 - $16.00 3

Warehouse Assistant $14.00 - $16.00 4

INTRODUCTION Founded in 1944, Goforth & Marti dba GM Business Interiors (GMBI) (www.gmbi.net) designs, manufactures, and installs indoor and outdoor workplace furniture and systems. The Company provides professional assembly and installation of prefabricated furniture and systems, as well as design, manufacture, and installation of custom furniture. GMBI also offers flooring, restoration, refurbishment, asset management, as well as moves, adds, and changes work orders to various industries including corporate, healthcare, government, educational facilities, and libraries. Headquartered in Riverside, the Company has a co-located distribution center (Riverside), warehouse (San Diego), and showroom (San Diego). All three facilities will participate in training. PROJECT DETAILS Company representatives report that in the last two years, GMBI experienced a significant increase in the demand for its design and installation services. As a result, the Company increased its staffing by 35%, from 185 in 2015 to the current 250 employees. During this period, GMBI was also awarded new contracts from the Veterans Administration, Space and Naval Warfare Systems Command, Illumina, Sempra Energy, and SDG&E. Furthermore, in the next two years, the Company projects to expand its business with its current customers in the government, educational facilities, and healthcare industries as well as add flooring installation services including tile, carpet, and laminate as an in-house service. In order to successfully support growth and anticipate increased business needs, GMBI has committed to provide its workers comprehensive training that will focus on improving trainee knowledge and skills in codes, building standards, regulations, clearances, and customer requirements, specifically in comprehensive design and installation services. Training will also focus on current design trends, new technology, and construction standards to meet customer diverse demands. GMBI has experienced a shift in the design of workspaces, from traditional office furniture and closed workspaces to more open concepts and shared, multi-purpose workspaces. GMBI must provide training to its workers in the design, manufacture, and install of products from pre-fabricated systems requiring assembly, to custom-made pieces. ETP-funded training will enable GMBI to provide workers the skills to effectively install, reconfigure, move, and refurbish complex systems. The Company will also provide in-depth training on various systems that require electrical, mechanical, construction, and manufacturing

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Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100

ETP 130 - Single (05/02/16) 4 of 6

skills necessary to improve product lines. The Company will provide comprehensive training and cross-training to its workers to effectively streamline workflow and improve manufacturing processes to successfully support business growth, customer demands, and most importantly, remain competitive in the industry. Training Plan GMBI assessed its training needs based on the Company’s current training plan model. Workers receive at least 135 hours of training in a 21-month period (manufacturing staff receive 40-50 hours classroom training and 20-40 hours Productive Laboratory (PL) training annually. GMBI’s annual training model includes succession planning intended to promote workers through classified levels: This multi-level training model ensures workers are proficient in all job skills. The skills become more complex at each level. As the complexity increases, so does the amount of time needed to complete each level. In 2016, the Company provided an average of 70 hours of training for Designers and 85 hours for Installers. Workers are on track to exceed the number of training hours from 2016. GMBI created a space for trainees to receive training in a classroom/laboratory environment, training previously delivered in the field. GMBI also created a simulated field environment where trainees can build, install, and rebuild systems. This new training space will facilitate structured classroom/laboratory training. GMBI will deliver at least 135 training hours for its incumbent trainees and 168 hours for its Job Creation trainees. Training will focus on product knowledge, customer service, and manufacturing skills. Approximately 170 incumbents and newly-hired trainees will receive training delivered by in-house trainers via class/lab and PL in the following: Business Skills (35%) – Training will be offered to all job occupations. Course topics include: Business Administration, Business and Report Writing, Product Knowledge, Project Management, Communication, and Customer Service skills. Training will provide staff with skills to effectively interact with customers and better assess customer expectations which will be essential in building and strengthening customer relationships. Computer Skills (15%) – Training will be offered to Client Services, Designer, Installer, Move/Add/Change Staff, Operations, Project Management, Service Technician, Warehouse Assistant, Supervisor, and Manager. Training in Office 365 (Intermediate and Advanced), Z-Axis, Revit, AutoCAD, SketchUp, Bluebeam, Elevate, and CRM software applications skills will provide trainees the technical knowledge necessary to meet customer requirements. Manufacturing Skills (50%) – Training will be offered to all occupations as it pertains to their job functions. Course topics include Tools and Equipment Operation, Warehouse Skills, Inventory Management, Design Process, Lean Process, and various Codes/Clearances. Training will allow workers to keep pace with various industry standards and regulations and incorporate them with the Company’s design and manufacturing processes. Productive Laboratory – Computer and Manufacturing Skills Trainees may produce goods for profit as part of the Productive lab training in the courses identified under the Curriculum. The instructor must be dedicated to training delivery during all hours of training. GMBI requests PL training for all trainees in Computer and Manufacturing Skills. PL training is critical in all phases of product design, installation, and manufacturing processes. During the

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Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100

ETP 130 - Single (05/02/16) 5 of 6

initial phase of the manufacturing process, the Design team must work with customers to create customized functional and aesthetically pleasing systems. PL training in various software systems used by the Design team is vital to product development and the commencement of the manufacturing process. PL training in Manufacturing Skills will include extensive topics in Loading and Transporting Product, Field Training, Customer Service, Wood Furniture Handling/Techniques, Product Development, Design Standards/Processed, and Product Knowledge. Manufacturing Skills training will be in a wide range of tools and equipment used by Warehouse Assistants, Installers, Supervisors, Managers, and Drivers. These tools are primarily used in the warehouse/distribution center to load/unload, inspect, store, and transport furniture to customers where the field employees assemble the systems. Training will allow field Installers to identify and use the appropriate tools to assemble each type of system and their electrical components, overheads, work surfaces, and types of screws and bolts. Workers use the same tools when a repair is required or when an addition or move is made. Designers will receive up to 60 hours PL. Installers will receive up to 40 hours for the Client Services Staff, Drivers, Facility Maintenance Staff, Move/Add/Change Staff, Operations, Project Management, Service Technicians, Warehouse Assistants, Supervisors, and Managers. As such, GMBI requests funding of up to 60 hours of PL training. The Company requests a trainer-to-trainee ratio of up to 1:3. GMBI normally trains in small groups because it is impractical for the Company to train only one employee on a skill specific to one system that the Company may not have the same system (training opportunity) for another six months. Training will allow trainees to acquire the skills to become proficient in design and manufacturing processes without the pressure of normal production requirements. PL trainers will be qualified, skilled, and/or subject-matter experts to instruct and deliver the course content and material. The trainer will be responsible for educating, demonstrating, and instructing procedures, as well as answering questions and documenting training. Trainer will be with the trainee the entire PL training to provide direction, instructions, feedback, as well as determine trainee’s skill proficiency to move up to the next level. Trainers will also document training daily. Retrainee - Job Creation In support of job creation, the Panel offers incentives to companies that commit to hiring new employees. Training for newly-hired employees will be reimbursed at a higher rate, and trainees will be subject to a lower post-retention wage. To support business growth and expansion of its products and services, GMBI has committed to hire approximately 30 new employees: 5 Designers, 18 Installers, 3 Service Technicians, and 4 Warehouse Assistants (Job Number 2). The date-of-hire for all trainees will be within the three-month period before contract approval or within the term-of-contract. Trainees will be hired into “net new jobs” as a condition of contract. Commitment to Training ETP funds will not displace the existing financial commitment to training. Safety training is, and will continue to be, provided in accordance with all pertinent requirements under state and federal law. Current company-funded training includes a full range of warehouse skills, product knowledge, product care (loading/unloading and handling/unpacking) delivered via classroom, laboratory (simulated), and on-the-job.

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Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100

ETP 130 - Single (05/02/16) 6 of 6

Training Infrastructure

GMBI will contract with a vendor to assist with ETP project administration. The Company has designated its Human Resources (HR) Manager to coordinate ETP training at all locations and oversee the project. Further, Installation and Department Managers at each location will be responsible for scheduling and conducting training. Two HR Staff at each facility will provide additional administrative support including tracking training as well as collect and submit training rosters to the administrative subcontractor for data entry into ETP Systems.

Other Resources In 2016, GMBI was awarded $41,402 through the California Enterprise Zone. These monies will not be used for training outlined in this proposal. RECOMMENDATION

Staff recommends approval of this proposal.

DEVELOPMENT SERVICES GMBI retained Welsh Advisors, Inc. (Welsh Advisors) in Anaheim to assist with development of this proposal for a flat fee of $26,406.

ADMINISTRATIVE SERVICES Welsh Advisors will also perform administrative services in connection with this proposal for a fee not to exceed 6% of payment earned.

TRAINING VENDORS N/A

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 1 of 8

Exhibit B: Menu Curriculum

Class/Lab Hours 8 - 200 Trainees may receive any of the following:

BUSINESS SKILLS

Business Administration

Business and Report Writing

Product Knowledge o Product Lines/Product names o Primary Function o English – Spanish Name Translation o Competitor’s product lines

How they compare to GM’s products

Floor Plans o Symbols, Nomenclature, and Legends

Project Management

Communication Skills

Customer Service Skills - Showroom

Consultative Selling Skills

Data Transfer Procedures

Research/Resources o I-drive o Kiosk o Planning Guides o Price Books o Library

Leadership Skills

Organization Skills

Presentation Skills

COMPUTER SKILLS

Office 365 o Excel (Intermediate to Advanced Skills) o Outlook (Intermediate to Advanced Skills)

Z-Axis

Revit

AutoCAD

SketchUp

Bluebeam

CAP

e-Porfolio

Elevate (Proprietary Software) o Design Work Order Process

CRM Software

MANUFACTURING SKILLS

Manufacturing Skills o Product Development o Assembly Techniques

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 2 of 8

Customer Service - Field

Tools and Equipment o Identification/Function o Operation

Field Training o Systems

Identification/Functions Components

o Installation Fundamentals

Warehouse Skills o Uncrating, Inspection, and Load Staging o Warehouse Inventory/Organization o Warehouse Regulations and Policies o Warehouse Assembly of K+D + RTA + Systems Prep o Equipment Operation

Hand trucks, Four Wheel Dollies, Gondolas, and Panel Carts

Inventory Management

Design Process o Planning

Open Office

120 Degree

135 Degree

90/120 Degree

Rectilinear

Benching Private Office

Traditional

Contemporary

Modern

Shared Group Workspace Collaborative

Conference Room

Training Room

Meeting Room

Open Collaborative Space

Living Office Setting Peripheral

Break Room

Wellness

Game Room

File Storage Lobby

Multiple Seating

Modular Lounge

Healthcare

Government o Planning (Healthcare)

Caregiver Work Environments

Patient Room (Caregiver Efficiency)

Nurse Stations

Page 9: Goforth & Marti dba GM Business Interiors business interiors - 130.pdf · Goforth & Marti dba GM Business Interiors June 23, 2017 ET18-0100 ETP 130 - Single (05/02/16) 3 of 6 $14.78

Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 3 of 8

Collaboration and Heads Down

Flexibility Adaptability

Places to Rest and Refresh Patient Care

Adaptable and Functional

Infection Control

Patient and Family Friendliness

Patient Focused Units Ambulatory Care

Clinical, Admin, & Public Spaces

Adaptive Environments

Admin and Physician Workspace Design

Way-finding and Signage Surgical Services

Effective Design

Improve Work Processes

Control Stations Pharmacy

Address Specific Processes

Manage Technology and Equipment Laboratory

Adaptive Design

Productive and efficient patterns of travel

Ergonomic Principle-lighting, reach, bend, placement of equipment

Address Processes o GM Drawing Standards

Lean Process o Toyota Production System (TPS) o Principles of LEAN o Patterns of Care o Influencing Facility Design

Codes/Clearances o ADA o Title 24 o DSA o LEED o CBC

Productive Lab Hours (Ratio 1:3) 0 – 60

COMPUTER SKILLS

Z-Axis o Project Set up o Apply Finishes o Render o Tile Plan o Electrical Plan o Create Custom Product

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 4 of 8

CAP o Import, Export, SIF o Input Custom Product o Apply Contracts/Discounts o Create Report o Tagging

AutoCAD o Drawing Set up o Create Custom Object/Block o Interface with Z-axis and CAP o Standard Drawing Skills

Revit o Drawing Set up o Create Custom Object/Block o Interface with Z-axis and CAP o Standard Drawing Skills o BIM Standards o Application of software to Healthcare products

e-Portfolio o Typicals o Menu Budget o Research o Product Master

MANUFACTURING SKILLS

Loading and Transporting Product o Safety Procedures o Loading/Unloading

Based on Type of Truck G/M Loading Dock Procedures

Field Training o Systems

Installation

Staging/Task Lights

File Interiors/Basics

Panels, Electrical, Overheads, & Work Surfaces o Wall Mounted Overheads o Systems Overheads & Work Surface

Components o Electrical Components

Adjustments o Height/Weight, Comfort, Preferences

Pedestal & Lateral Files in Workstations o Place & Level o Clean & Set Interior o Verify Working Drawers/Locks

Conference Tables o Measuring o Staging o Placing o Connect & Level

Meridian/Tu Filing

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 5 of 8

o Level & Match o Alignment o Connections o Full Installation

Desking Models o Measuring o Staging o Placing o Connect & Level o Components

Drawers Keyboard Trays & Monitor Arms Locks

RTA + KD + Small Systems o Assemble & Install Lights o Assemble & Install Tables o Assemble & Install RTA seating

Non-Anchored Break-Room & Patio Furniture o Tools – Screws or Bolts o Damage Free Unloading o Full Installation

Moving/Recon Systems Projects o Proper Staging o Prevent Damage o Setup and Connect o Level, Setup Drawers o Lock cores

Storage Cases & Towers and Bookcases o Assist with Seismic o Level, Setup, and Clean up

o Customer Service Customer Interaction/Communication POD Function Customer Signature Required Punchlist Punchlist Photo

o Cleaning Process Glass Furniture Cleaning Techniques

Wood & Non-wood

Approved Cleaning Fluids

Wood Furniture Handling/Techniques o Tools & Equipment

Function & Operation o Wood Furniture Protocols o Packing/Unpacking

Product Development o Bidding/Planning

Provide solutions during bid committee meetings Suggest products for bids and competitive situations Ability to value engineer

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 6 of 8

o Reconfiguring Effective use of existing product Apply design solution Prepare required recon drawing

o Fabrics/Finishes Applicable system finishes Upcharges

Metallic

Flat Testing Processes

COM

COL

HM Tap Program

o Collaborative Spaces Living office Work Modes Settings Product Lines

o Private Office Specifications Clearances Cap to find symbols MFG Support

Design Standards and Processes o Drawing Practices

Format Exhibits

Title Block

2D/3D/Z-Renders

Annotations

Notes

Install Information

Electrical

Tile Plans Drawing Format/Set up and Management

XREFs

Name Saving File Maintenance

Master Files

GM Drawing Standards HC Exhibits

Appropriate Finishes

2D/3D

Elevations o Material Management

Improve Processes Reduce Waste Inventory Organization Flexibility

o Design Boards Graphic Design Layout Organization Execution Skills

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 7 of 8

o Technology/Ergonomic Integration Planning for Tech Compatibility GM Progression of Ergonomics

o Web-Based Planning Program Present Survey Concept Modify Existing Survey Create New Survey Retrieve Survey Results Evidence-Based Design (from survey data)

Field Training o Warehouse Skills

Assist with HMI Truck Receiving Assist with Installation G/M Loading Dock Procedures Label and document existing inventory Inventory Data Sheet

o Pre-Installation/Installation Skills Field Verification

Field Planning Worksheet Field Measure Check Plans

Check dimensions against electronic file

Update building shell to reflect changes

Core Locations

Provide Dimensions Field Inventory

Inventory Data Sheet

Herman Miller System Inventory o Customer Service Skills

Communication Skills Provide effective design solutions

Impromptu design using AutoCAD and Z-Axis Effective Notetaking Application of knowledge to guide client’s selections

Product Knowledge o Systems

Canvas Ethospace Resolve Passage My Studio

Components

Capabilities

Best Planning Applications

Electrical

Materials and Finishes

Furniture Compatibility o Filing/Storage

Meridian Canvas Storage Tu Teneo

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Goforth & Marti dba GM Business Interiors ET18-0100

ETP 100 Exhibit B Menu Curriculum (07/07/14) 8 of 8

High Density Shared/Common

o Desking/Tables Canvas Desking Gunlocke First Office

Pulse

Impulse

Vegas

Krug Hon Voi National Intersect, Avive, Everywhere, ISE

o Systems (Healthcare) OSHPD

Anchor

Wall Backing

Weights-Heights

Drawings

OPA’s

Submittal Package Compass Construc Casework Etho Nurse Station Action Office HC Carts

Components

Capabilities

Best Planning Applications

Electrical

Materials and Finishes

Safety Training cannot exceed 10% of total training hours per-trainee

Note: Reimbursement for retraining is capped at 200 total training hours, per trainee, regardless of the method of delivery. PL is capped at 60 hours, per-trainee.