National Association of Elevator Contractors

July 2020

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Table of Contents

Overview ...................................................................................................................................................... 3

Program Description .................................................................................................................................. 3

Program Management, Requirements and Fees .................................................................................... 3

Introduction to Business 100 .................................................................................................................... 4

Technical Courses ..................................................................................................................................... 5 Technical Basics ....................................................................................................................................... 6 Technical Tasks ........................................................................................................................................ 7 Technical Safety ........................................................................................................................................ 8 Technical Codes...................................................................................................................................... 10

SkillSoft Business Courses .................................................................................................................... 11 Sales & Marketing ................................................................................................................................... 12 Business Communications ...................................................................................................................... 12 Financial .................................................................................................................................................. 13 Personnel Management & Ethics ............................................................................................................ 13 Project Management ............................................................................................................................... 13

Study Guides ............................................................................................................................................ 14 Business Communications ...................................................................................................................... 14 Financial .................................................................................................................................................. 15 Personnel Management & Ethics ............................................................................................................ 16 Sales & Marketing ................................................................................................................................... 16 Project Management ............................................................................................................................... 17

Program Timeframes ................................................................................................................................ 18

Examples of Course Plan ......................................................................................................................... 19 Plan I – Full Program .............................................................................................................................. 19 Plan II – Partial Technical Program ......................................................................................................... 19 Plan III – Partial Business Program ........................................................................................................ 20

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Overview The purpose of the Vertical Transportation Management Program (VTMP) is to provide basic entry level education in general business practices and technology related to the elevator industry. The target trainees are persons new to the elevator industry, individuals who have business experience in a related field or who have completed the CET, CAT or NEIEP programs. The full program offers up to 214 hours of online education, and awards a certificate of completion. The hours of study for the full program for each student varies depending upon his/her experience and education and the range is from 124 to 224 hours. Certificates of completion for part of the VTMP, technical or business, are available.

Program description The VTMP is comprised of four technical courses, five business courses, a comprehensive introduction to business course, and industry specific study guides with related quizzes.

Introduction to Business 100 This course is offered by Study.com for a fee of $59 if completed in one month. Thirty-five (35) study hours are estimated for completion. Persons may exempt this course if they have previously taken equivalent college courses and provide transcript with a minimum grade of "C."

Skillsoft Business courses The business courses include: 1) project management, 2) sales and marketing, 3) finance, 4) personnel management and ethics, and 5) business communication. The courses were developed by Skillsoft and require 112 study hours. The courses relate to general business practices and are not specific to the elevator industry.

Study Guides and Quizzes Study guides specific to the elevator industry were developed by the Committee and technical experts for the five business courses. The guides provide industry specific material with examples and require the student to answer questions related to the material. The Committee worked with Challenge Training Corporation (CTC) to develop the guides and quizzes. The estimated study time equals 12 hours and all students are required to complete the study guide quizzes.

Technical Courses The technical courses include: 1) technical basics, 2) technical tasks, 3) technical safety, and 4) codes and regulations. These courses were developed by Elevator World. Fifty-five (55) study hours are estimated for completion. Individuals with a CET/CAT, NEIEP or an international program may exempt the technical courses.

Program Management, Requirements and Fees Management NAEC coordinates the following: 1) application process, 2) confirming technical and previous college business courses for exemption, 3) collection of fees to NAEC 4) confirmation of completion of Business 100 course, 5) coordination of vendors (Elevator World, Skillsoft, and CTC) and compiling certificates of completion, 6) development of/coordinating instruction packet/syllabi for trainees, and 7) forwarding VTMP certificates of completion. NAEC will maintain a VTMP committee to address issues and to work with providers and experts to biannually update the program.

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VTMP certificate requirements and fees Full VTMP VTMP Partial

Technical VTMP Partial

Business

Technical Courses (4) (NEIEP/CET Exempt)

X X

Business 100 Course (Exempt if previously taken)

X Strongly recommended X

Skillsoft Business Courses (5)

X X

Study Guide

X X X

Total Hours

214 67 159

Fees – NAEC Member

$1590 $1290 $1290

Non-Member

$2090 $1790 $1790

Annual Renewal Fee $215 $215 $215

Introduction to Business 100 The Business 100 course is offered online by Study.com and addresses the needs of persons who have minimal business education or experience. At this time Study.com offers a certificate of completion. The course is currently under review by an accrediting agency for college credit eligibility. The course provides a broad overview of the business world and includes chapters that are not covered in the selected Skillsoft business courses. The presentation of the courses are contemporary and compatible with the learning styles of the current college generation. The text of the lessons can be printed out and compiled as a text book reference. Quizzes and tests are required throughout the course. The total number of hours equals 35 hours for completion of the 25 Chapters. This course is required for the full VTMP Certificate of Completion and the Completion for the VTMP Business Courses. The Business 100 course is strongly recommended for persons who take only the technical courses. Enrollment Direct course link: http://study.com/academy/course/intro-to-business.html Sign-up for the Premium Edition: $59/month. Site offers a 5 day free trial. How to Exempt the Business 100 Course:

1. Completion of comparable college courses - Introduction to Business Course, totaling a minimum

of 35 hours and receiving a grade of “C” or higher.

Individual must: a. Submit a transcript for courses completed, including grades.

Or b. A copy of certificate/diploma with an outline of the business courses completed with

hours.

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Technical Courses The four elevator technical courses were developed by Elevator World for individuals who seek basic knowledge of the technical aspects of the elevator industry as well as individuals who have not had on-the-job training. The courses provide an introductory level education about elevators. In order to fully meet the objectives of the courses, the course learning should be combined with on-the-job exposure and opportunities for practical application to the specific aspects of the student's position. The total number of hours for all four courses equals 55 hours. Elevator World will provide all books. The four courses are: technical basics, technical safety, technical tasks and codes and regulations. The four courses can be taken without the Skillsoft business courses and the student would also need to complete the Study Guides. The Business 100 course is strongly recommended. The student would receive a Certificate of Completion for the VTMP Technical Courses. The four technical courses are required for the person seeking a Certificate of Completion for the full VTMP. A person may exempt the technical courses provided proof of one of the below is approved:

1. Completion of the CET Certification Exam, CAT Certification Exam or NEIEP Mechanics Exam or

2. Completion of Elevator/Accessibility Training program – CET, CAT or NEIEP Educational training programs.

or 3. Completion of Elevator Mechanics International Training program.

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Technical Unit #1: Technical Basics

Syllabus Objectives: Upon completion of this unit:

• The student should be able to identify and define the basic technical terms for the vertical transportation industry.

• The student should be able to determine the best vertical transportation equipment required when given the basic requirements of the building, including type, capacity, speed, size and control.

Quizzes and Exams:

• This unit will include two 10-question quizzes.

• A cumulative 40-question unit exam must be taken after completion of all reading assignments and quizzes.

Required Textbooks: Elevator 101, 3rd Edition by Zack McCain The Vertical Transportation Handbook, 4th Edition by George R. Strakosch and Robert S. Caporale Required Reading Material: Posters from EW on different types of equipment and parts, including Traction Elevator poster, Hydraulic Elevator poster, Elevator Systems Blueprint poster, and Accessibility and Residential Systems poster Supplemental Reading Material: The Elevator World Museum: Found at www.theelevatormuseum.org Sections to read include:

1. The Elevator Industry 2. Inventors and Engineers 3. Unique Elevators and Hoists 4. Early Hoists and Cranes 5. Steam and Hydraulic Elevators 6. Electric Elevators 7. Escalators, Moving Sidewalks and People Movers

Concepts to Know for Quizzes and Exam:

• 25-30 basic terms used in the industry

• Basic industry Operational Definitions

• Basic description of different types of vertical transportation equipment, including: Elevators, escalators, moving walks, residential elevators, handicapped lifts, special

application lifts

• Elevator modules, including: Cab, power unit, sling platform, controller, rails, entrances

• Car Types: passenger | freight

• Application requirements: Speed, travel, traffic analysis

• Basic differences between a traction and hydraulic elevator

• The basics of an accessibility and residential elevator system Required Reading Assignments/Quiz Schedule (All quiz and exam questions will be based on the information learned in the reading assignments and from the provided supplemental materials.) Reading Assignment #1: Basic Industry Terms: Elevators 101, pages 6-7, 10-19 Reading Assignment #2: Operational Definitions: Elevators 101, pages 19-22 Reading Assignment #3: Basic description of vertical transportation equipment: Elevators 101, pages 28-36

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Quiz #1: Covering reading assignments: Basic Industry Terms, Operational Definitions and Basic Description of Vertical Transportation Equipment. Reading Assignment #4: Elevator modules: Elevators 101, chapters 7-10 Reading Assignment #5: Car Types and their Application Requirements: The Vertical Transportation Handbook, chapter 3 and 8 Quiz #2: Covering reading assignments: Elevator Modules and Car Types and their Application Requirements. Reading Assignment #6: Traffic Analysis Case Studies, The Vertical Transportation Handbook, chapter 19 Reading Assignment #7: Review posters: Traction and Hydraulic Elevator poster, Elevator Systems Blueprint poster, and Accessibility and Residential Systems poster Unit Exam: Covering all reading assignments and supplemental materials (posters, The Elevator Museum, and Traffic Analysis case studies.) Technical Unit #2: Technical Tasks Objectives: Upon completion of this unit, the student should have gained fundamental understanding of:

• The components that comprise an elevator installation and modernization.

• The installing methods for components.

• The method for the maintenance, repair, replacement and testing of related elevator

components.

• The code-related requirements on the elevator.

Quizzes and Exams:

• This unit will include three quizzes of 10 questions each.

• A cumulative 40-question unit exam must be taken after completion of all reading assignments

and quizzes.

Required Textbooks The Vertical Transportation Handbook, 4th Edition, by George R. Strakosch and Robert S. Caporale Maintenance on New Equipment Designs by John Koshak Elevator Maintenance Manual, 2nd Edition, by Zach McCain Installation Manual: Basic Field Practices for Installation of Elevators and Escalators, 2nd Edition, by Elevator World Required Reading Assignments/Quiz Schedule (All quiz and exam questions will be based on the information learned in the reading assignments.) Reading Section 1: Installing Elevators Reading Assignment #1: The Basics of Elevatoring a Building: The Vertical Transportation Handbook, Chapters 1 and 2. Reading Assignment #2: Space and Physical Requirements: The Vertical Transportation Handbook, Chapter 8 Reading Assignment #3: Elevator Installation – General Outline, One Elevator and General Outline, Elevators in a “Bank”: Installation Manual, Chapter 1, sections a2 and a3. Reading Assignment #4: Brief Overview of the Installation of Elevator Components: Installation Manual, Read only the “General” sections in the beginning of each chapter: Chapter 5 (pgs 94-95); Chapter 6 (pgs 144-145); Chapter 7 (pgs 188-189); Chapter 8 (pgs 202-2204); Chapter 9 (pgs 226-227); Chapter 10 (pgs 246-252); Chapter

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Quiz #1: Covering reading assignments 1-4. Reading Section 2: Maintenance and Repair Reading Assignment #5: Basic Maintenance Requirements: Maintenance on New Equipment Designs, Chapters 1-3 Reading Assignment #6: Maintenance Programs and Practices: Elevator Maintenance Manual, Chapters 1 and 2 Reading Assignment #7: Maintenance for Electric and Hydraulic Elevators, Elevator Maintenance Manual, Chapters 3 and 4 Reading Assignment #8: Maintenance, Inspection, Repair and Replacement Procedures for MRLs, Maintenance on New Equipment Designs, Chapters 5-7 and Chapter 9 Quiz #2: Covering reading assignments 5-8. Reading Section 3: Specifying, Modernization and Code Requirements Reading Assignment #9: Codes and Standards: The Vertical Transportation Handbook, Chapter 16 Reading Assignment #10: Specifying and Contracting: The Vertical Transportation Handbook, Chapter 17 Reading Assignment #11: Economics, Maintenance and Modernization: The Vertical Transportation Handbook, Chapter 18 Quiz #3: Covering reading assignments 9-11. Unit Exam: A 40-question exam covering all reading assignments (1-11) for the unit. Technical Unit #3: Technical Safety Objectives: Upon completion of this unit:

• The student will be able to answer questions about industry rules regarding safety and have a thorough understanding of the safety handbook.

• The student will understand the history of OSHA in the industry and managements role in setting up a Company Safety Program.

• Given a description of the work environment and tasks to be done the student will be able to list the appropriate Personal Protective Equipment to be provided to employees.

• The student will know the employer training requirements regarding safety.

• Given a toolbox meeting topic, the student will be able to plan the meeting, create an agenda, and document the meeting.

• Given the description of a construction accident, the student will be able to determine the appropriate action and write an accident report.

• Given pictures of a job site, the student will be able to complete a job site safety assessment and apply it to the applicable work plan and job hazard analysis.

• Given a description of hazardous material on site, the student will be able to manage appropriately hazardous material and follow legal requirements for disposal of or recycling of the materials.

Quizzes and Exams:

• This unit will include 3 short quizzes (5-10 questions).

• A cumulative 40-question exam must be taken after completion of all reading assignments and quizzes.

Required Textbooks: A Managers Safety Notebook, including a Generic Safety Program Elevator Industry Field Employees’ Safety Handbook

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Supplemental Reading Material: Website: www.elevatorjobsitesafety.com Sections to read:

1. The Home page 2. Toolbox Meetings 3. The Safety Handbook

Website: http://www.neii.org/safety_employee.cfm NEII White Papers:

1. Arc Flash 2. Emergency Preparation 3. Confined Space 4. Asbestos 5. Powered truck lifts 6. Training Requirements

Videos: Safety while Installing and Servicing Elevators Concepts to Know for Quizzes and Exam:

• History of OSHA and the elevator Industry

• Management’s Role in a Safety Program

• The Role of the Safety Directors or the Mechanic in Charge

• The Tools and Resources of a Company Safety Program

• What Work-related Injuries and Illnesses are Reportable

• How to Report and Record Accidents and Injuries

• How to Conduct Safety Inspections

• Mandated Training Requirements

• Industry Position Papers

• Field Safety Requirements Required Reading Assignments/Quiz Schedule (All quiz and exam questions will be based on the information learned in the reading assignments and from the provided supplemental materials.) Reading Assignment # 1: A Managers Safety Notebook, Section 1, “The World of Elevator Safety,” Pages 33 – 83. Reading Assignment # 2: A Managers Safety Notebook, Section 2, “A Model Elevator Safety Program”, pages 1-25. Reading Assignment # 3: A Managers Safety Notebook, Section 3, “Accident Forms and Logs”, Section 4, “Safety Audits and Inspections”, and Section 5, “Training Schedules and Industry Position Papers”. Quiz # 1: Covering reading assignments: History of OSHA, A Managers Generic Safety Program and Accident reporting. Reading Assignment # 4: Elevator Industry Field Employees’ Safety Handbook; Section 3, Personal Protective Equipment, pages 22-27. Reading Assignment # 5: Elevator Industry Field Employees’ Safety Handbook; Section 4, Fall Protection, pages 29-39 Reading Assignment # 6: Elevator Industry Field Employees’ Safety Handbook; Section 5, Electrical Safety, pages 40-43; Section 6, Proper Use of jumpers, pages 45-48 and Section 7, Lockout and Tagout, pages 49 - 54. Quiz # 2: Covering reading assignments: personal protective equipment, fall protection, electrical safety and lockout and tagout. Reading Assignment # 7: Elevator Industry Field Employees’ Safety Handbook, Section 14 Hazard Communications, pages 139 – 150. Reading Assignment # 8: Elevator Industry Field Employees’ Safety Handbook, Section 19, Driving and

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Vehicle Safety, pages 164 – 165 Reading Assignment # 9: Elevator Industry Field Employees’ Safety Handbook, Section 21, Glossary of Terms, page 167 Unit Exam: Covering all reading assignments. 40-50 Questions Technical Unit #4: Technical Codes Upon completion of this unit:

• The student should be able to apply applicable local and national code requirements to estimates

and proposals for incorporation in presentation to customers.

• The student should be able to find the code sections applicable to their customer’s needs and

specific situations.

• The student should be able to answer customer’s questions regarding codes and applicability to

their elevator systems and apply this knowledge to problem-solving situations.

• The student should be able to apply ADA standards/laws to proposed vertical transportation

solutions for customers and property managers.

• The student should have knowledge of and be able to implement variance processes and

grandfathering rules, and apply the variance application process and grandfathering rules to

customers’ vertical transportation situations and provide possible alternative solutions to meet

customers’ expectations.

Required Textbooks (The student will need to be familiar with these texts in their entirety and have the ability to navigate through them for quizzes and a final exam.): ASME A17.1-2013/CSA B44 Handbook, 2010 Edition for the ASME A17.1-2010, Safety Code for Elevators and Escalators and the CSA B44-10, Safety Code for Elevators by Ed Donoghue, CPCA ADA & Building Transportation, 4th Edition by Brian Black and Ed Donoghue Elevator Industry Field Employees Safety Handbook 2014 Edition Required Reading (The student needs to have access to these materials, though it may not be necessary to purchase these codes if their offices have copies available.): ASME A17.1 – 2013 CSA B44-13 Safety Code for Elevators Escalators and Moving Walks ASME A17.2 - 2012 Guide for Inspection of Elevators Escalators and Moving Walks ASME A17.3 – 2011 Safety Code for Existing Elevators and Escalators ASME A17.4 – Guide for Emergency Personnel ASME A17.5 - 2011 Elevator and Escalator Electrical Equipment ASME A17.6 – Standard for Elevator Suspension, Compensation and Governor Systems ASME A17.7 – Performance Based Safety Code for Elevators and Escalators ASME A18.1 - 2011 Safety Standard for Platform Lifts and Stairway Chairlifts ASME QEI-1 - 2013 Standard for Certification of Elevator Inspectors NFPA 70 NEC - 2014 National Electrical Code Supplemental Reading National and Local Building Codes ANSI/ASSE 10.4-2007 Personnel Hoists and Employee Elevators on Construction and Demolition Sites Concepts to know for Quizzes and Exams

• Requirements for the application and enforcement of national and local codes based on the

A17.1 Safety Code for Elevators, Escalators and Moving Walks with exceptions and additions

that may be required by local authorities that have jurisdiction (AHJs) over the installation and

approval of elevator industry equipment. To include the following code sections and

requirements:

o Form and Arrangement

o Scope

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o Electric Elevators

o Hydraulic Elevators

o Special Application Elevators

o Escalators and Moving Walks

o Dumbwaiters and Material Lifts

o Elevator Requirements for Persons with Physical Disabilities in Jurisdictions that Enforce

the National Building Code of Canada

Required Reading Assignments/Quiz Schedule (All quiz and exam questions will be based on the information learned in the reading assignments and from the indicated supplemental materials.) Reading Assignment #1: Local and national elevator industry code requirements based on A17.1, Parts 1 through 6 and 9 Reading Assignment #2: Local and national requirements for the inspection of elevator, escalators and moving walks based on A17.2 Parts 1-11 Quiz # 1: Covering reading assignments # 1 & #2. Reading Assignment #3: Local and national requirements for existing elevators based on A17.3 Reading Assignment #4: Local and national requirements for evacuation of elevators in emergencies based on A17.4 Quiz # 2: Covering reading assignments #3 & #4. Reading Assignment # 5: Local and national requirements for elevator and escalator electrical equipment based on A17.5 Reading Assignment # 6: Local and national requirements for elevator suspension, compensation and governor systems based on A17.6 Reading Assignment # 7: Requirements for the implementation of the performance-based safety code for elevators and escalators based on A17.7 Unit Exam: Covering all reading assignments and supplemental reading materials.

SkillSoft Business Overview The "assets" or topics of the five business courses were developed by Skillsoft Corp. and focus directly on the business practices that the general business/management/sales/supervisory level person will need in the elevator industry. The courses are general. As there are several specialties in the elevator industry (manufacturers, distributors and contractors), these different specialists will need to apply this general business information to their specific practices. The five courses are: business communications, finance, personnel management and ethics, sales and marketing, and project management. The courses are offered in video with live actors and accompanied with written text. The student is able to print out Skill Briefs which summarize the lessons and Job Aids which the student can use on his/her job. The compilation of the Skill Briefs and Job Aids would provide the student with a printed summary and constant resource for all five courses. The project management course is the most detailed and demanding of the five courses and requires 56 of the 112 hours of study. Information from other courses may be repeated in this course which reinforces learning. The person who completes the project management course is eligible to sit for an exam offered by the Project Management Institute, and upon passing the exam, the person will be certified as a project manager. The Skillsoft courses are managed by Skillsoft staff. It is essential that the student reviews the information about the site and system before attempting the first course as this will greatly assist him/her in navigating

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the system. For example, it is important to know to "allow pop ups" and that the system undergoes maintenance every Sunday from 1:00 to 3:00 PM. Upon request, NAEC is able to provide the student with progress reports.

(108 Training assets with 112 hours)

Sales & Marketing (21 assets, 12 hours) Sales Negotiations Negotiation Skills for Sales Professionals: Preparing to Negotiate 1.0 Negotiation Skills for Sales Professionals: Value Exchange 1.0 Negotiation Skills for Sales Professionals: Reaching Agreement 1.0 Talking Value with Your Customers 1.0 Dealing with Questions, Objections, and Resistance 0.1 Dealing with Negotiation Challenges 0.1 Creating a Customer-focused Organization 0.2 Strategic Account Sales Skills Selling to Key Players 0.1 Selling the Positive First Impression 0.1 Building Relationships 0.1 Crafting Sales Strategies 0.2 Pricing Strategy 0.2 Performance Payout Plans 0.2 Sales and Marketing: Two Sides of the Same Coin? 0.1 Essential Selling Skills Essential Selling Skills: Closing the Sale 1.0 Prompting Action Through Focused Communication 0.1 Regaining Your Customer’s Trust 0.1 Getting Organized to Meet Your Sales Goals 0.2 Making Contact: Access Strategies 0.2 Managing a Sales Pipeline 0.2 Demonstrating Business Acumen 0.2 Marketing Essentials Marketing Essentials: Introduction to Marketing 1.0 Marketing Essentials: Planning and People 1.0 Marketing Essentials: Product and Price 1.0 Marketing Essentials: Place 1.0 Marketing Essentials: Promotion 1.0 Marketing Essentials: Marketing and Ethics 1.0

Business Communications (12 assets,16.5 hours) Using E-mail and Instant Messaging Effectively 1.0 Addressing and Redistributing E-mail 1.0 Managing Your E-mail 1.0 Final Exam: E-mail Essentials for Business 0.6 Business Writing: How to Write Clearly and Concisely 1.0 Business Writing: Editing and Proofreading 1.0 Basic Presentation Skills: Planning a Presentation 1.0 Basic Presentation Skills: Creating a Presentation 1.0 Basic Presentation Skills: Delivering a Presentation 1.0 Preparing a Business Case 2.5 Writing a Business Case 2.5 Presenting Your Case 2.5

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Financial (21 assets, 12 hours) SkillSoft Content Principles of Accounting and Finance for Non-financial Professionals 1.0 Cash Flow Management Essentials for Non-financial Professionals 1.0 The Time Value of Money and Investment Decisions for Non-financial Professionals 1.0 The Essentials of Budgeting for Non–financial Professionals 1.0 Financial Statements for Non-financial Professionals 1.0 Analyzing Financial Statements for Non-financial Professionals 1.0 Increasing Cash Flow in Times of Need 0.1 Attracting New Investors – Keeping Presentations Focused 0.1 What is your Gross Profit Margin Ratio Really Saying? 0.1 Recognizing The Value of Intangible Assets 0.1 Recession: How it Affects Business 0.1 Assessing Nonrecurring Items in Income Statements 0.1 The Time Value of Money: Possible Pitfalls 0.1 Depreciation Methods 0.2 Using Financial Analysis for Credit Decisions 0.2 Organizational Budgeting Activities and the Master Budget 1.0 Planning and Preparing an Operating Budget 1.0 Preparing Operating Budgets and the Cash Budget 1.0 Using Budgets for Management and Control 1.0 Global Antitrust 0.5 Government Contracting Essentials 1.0

Personnel Management & Ethics (16 assets, 16 hours)

Supervisor and Manager Sexual Harassment Awareness - Multi-State Edition 2.5 Understanding the Americans with Disabilities Act (ADA) 1.5 Introduction to Workplace Ethics 1.0 Business Law and Ethics 1.0 Compensation and Benefits: Regulations, Strategies, and Needs Assessment 1.5 Compensation and Benefits: Managing Policies, Programs, and Activities 0.5 Compensation and Benefits: Organizational Responsibilities 1.0 Essentials of Interviewing and Hiring: Screening Applicants for Interviewing 1.0 Essentials of Interviewing and Hiring: Preparing to Interview 1.0 Essentials of Interviewing and Hiring: Conducting an Effective Interview 1.0 Essentials of Interviewing and Hiring: Behavioral Interview Techniques 1.0 Essentials of Interviewing and Hiring: Selecting the Right Candidate 1.0 Workforce Planning and Employment: Recruitment Strategies 1.0 Workforce Planning and Employment: Orientation, Onboarding, and Exit Strategies 1.5 Preparing to Dismiss an Employee 1.0 Managing the Dismissal of an Employee 1.0

Project Management (32 assets, 56.5 hours) Managing Projects within Organizations 2.0 Project Management Overview 1.5 Project Management Process Groups 2.0 Integrated Initiation and Planning 2.0 Direct, Monitor, and Control Project Work 1.5 Controlling Changes and Closing a Project 1.0 Project Requirements and Defining Scope 2.0 Creating the Work Breakdown Structure 1.5 Monitoring and Controlling Project Scope 1.5 Defining and Sequencing Project Activities 2.0 Estimating Activity Resources and Durations 2.0 Developing and Controlling the Project Schedule 2.0 Planning Project Costs (PMBOK® Guide Fifth Edition) 2.0

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Controlling Project Costs 1.5 Plan Quality Management 2.0 Quality Assurance and Quality Control 2.0 Planning Project Human Resources 2.0 Managing Project Human Resources 2.0 Plan and Manage Project Communications 2.0 Control Project Communications 1.0 Risk Management Planning 1.5 Identifying Project Risks 1.5 Performing Risk Analysis 2.0 Risk Response and Control 2.0 Planning Project Procurement Management 1.5 Managing Procurements 2.0 Project Stakeholder Management 1.5 Managing and Controlling Stakeholder Engagement 1.5 The Role of Ethics in Project Management 1.5 Core PMI® Values and Ethical Standards 2.0 Mentoring Project Management Professional (PMP) 0.1 TestPrep Project Management Professional (PMP) 4.0

Study Guides Overview The study guides were developed by the Committee and other technical experts in the elevator industry and are organized based on the five business courses. Each of the business courses may have five or more study guides. The purpose of the guides is to provide the student with a sampling of the application of technical and general business information to the business practices of the elevator industry. The guides include lists of resources, expert comments, examples of documents such as profit and loss statements, construction schedule, contracts, bids and insurance forms, assessment of contractor/supplier capabilities, approaches to sales and marketing, personnel roles and responsibilities with a construction project, and other relevant material. The study guides were formatted by CTC who also developed the quiz questions or "final exercises" related to each guide. The time required to complete the study guides is estimated at 12 hours.

Business Communications

Business Communications I - Business Grammar & Composition About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. The content of this guide reinforces business communications concepts, specifically in the following areas: Grammar, Punctuation, Sentence Structure and Vocabulary. Business Communications I - Document Revision About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Business Communications I - Online Sources for Grammar & Composition Advice About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Business Communications I - Vocabulary Error Guide About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry.

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Quiz # 1: Covering reading assignments Business Communications I. Business Communications II - Sample Business Letters About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 2: Covering reading assignments Business Communications II. Business Communications III - Advice for PowerPoints & Presentations About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 3: Covering reading assignments Business Communications III. Business Communications IV - Appropriate & Inappropriate Uses of Email, Texts & Letters About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Business Communications IV - Digital & Other Communications: Email, Texts & Letters About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 4: Covering reading assignments Business Communications IV. Business Communications V - Social Media Policy & Uses by an Employee About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 5: Covering reading assignments Business Communications V. Business Communications VI - IRS Statements on Document Storage About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 6: Covering reading assignments Business Communications V.

Financial Financial I: Determination of Job Profitability or Loss About: The learning objective for this section is for the student to be able to review a job cost report and determine its profitability or loss. Quiz # 1: Covering reading assignment Financial I. Financial II: Determination of Job Costs & Mark Up Based on Job Specifications About: The learning objective of this section is for the student to be able to determine the labor, material, insurance, and tax costs related to the job specification. Quiz # 2: Covering reading assignment Financial II. Financial III: Brief Explanation of Cash Flow Statement About: This document contains information to help you gain a basic understanding of the principles of cash flow. Quiz # 3: Covering reading assignment Financial III.

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Financial IV: Determining Job Profitability Based on Division Report About: The learning objective for this study guide is for the student to be able to determine profitability of a specific project based on a review of job cost data from several divisions (ie. service, repair, and construction). Quiz # 4: Covering reading assignment Financial IV. Financial V: Insurance Requirements for a Sample Contract About: The learning objective for this study guide is for the student to be able to review agreement documents and determine the types of insurance that are required and the limits of liability for each occurrence and aggregate. Quiz # 5: Covering reading assignment Financial V.

Personnel & Ethics

Personnel & Ethics I: Interview Processes About: The objective of this guide is to enable the learner to identify appropriate and inappropriate questions to conduct an effective hiring interview. Quiz # 1: Covering reading assignment Personnel & Ethics I. Personnel & Ethics II: How to Address Employees Underperformance Based on a Company Disciplinary Policy About: This document contains a disciplinary policy that outlines the grounds for progressive disciplinary measures from a company, and an example of an employee who may be subject to this policy due to underperforming. Quiz # 2: Covering reading assignment Personnel & Ethics II. Personnel & Ethics III: Example of a Performance Review About: The learning objective of this guide is for the student to become familiar with the corporate policies, employee performance factors and standardization of compensation increases that need to be considered in the job performance assessment and related compensation for employees. Quiz # 3: Covering reading assignment Personnel & Ethics III. Personnel & Ethics IV: Harassment About: The learning objective for this guide is for the student to gain a working knowledge of legal definitions, employer/employee responsibilities, and preventive strategies related to harassment in the workplace. Quiz # 4: Covering reading assignment Personnel & Ethics IV. Personnel & Ethics V: Addressing a Substance Abuse Issue Based on Company Policy About: The learning objective of this guide is for the student to become familiar with workplace substance abuse issues and the policies and processes to address the abuse. Quiz # 5: Covering reading assignment Personnel & Ethics V.

Sales & Marketing Sales & Marketing I: Principles & Resources for Proposal & Contract Development About: The learning objective for this section is for the student to be able to identify the process and resources in the development of three different proposals and agreements including full maintenance, oil and lube, and repair.

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Quiz # 1: Covering reading assignment Sales & Marketing I. Sales & Marketing II: Assessment of Capabilities of Various Entities in the Elevator Industry About: The learning objective for this section is for the student to be able to identify the variables, measures, and standards that would be used in the following situations:

A) the assessment of XYZ elevator company’s capabilities by a general contractor for the construction of an elevator in a new building.

B) the assessment of XYZ elevator company’s capabilities by a supplier for the purchase and installation of the supplier’s elevator products.

C) the assessment of QRS supplier’s capabilities by a contractor for the provision of elevator equipment and products.

Quiz # 2: Covering reading assignment Sales & Marketing II. Sales & Marketing III: Outline & Application of Assessment Recommendation Process for Existing Elevator Systems About: The learning objective of this section is for the student to be able to determine the variables and measures XYZ Elevator Company would use to assess an existing elevator system and to make recommendations based on assessment for construction, modernization, and service. Quiz # 3: Covering reading assignment Sales & Marketing III. Sales & Marketing IV: Marketing Resources in the Elevator Industry About: The learning objective of this section is for the student to be able to identify the variables and resources used by elevator suppliers and contracting and service companies to segment and target a market and position themselves with the marketplace. Quiz # 4: Covering reading assignment Sales & Marketing IV.

Project Management Project Management I: Monitoring Activities to Ensure Compliance with Specifications About: The learning objective for this study guide is for the student to be able to identify monitoring actions and related reporting systems to ensure compliance with job specifications and contract requirements. Quiz # 1: Covering reading assignment Project Management I. Project Management II: Monitoring Activities to Ensure Compliance with Project Schedule About: The learning objective for this study guide is for the student to identify appropriate monitoring activities to ensure adherence to project schedule and to identify milestones for each entity's work. Information included in this study guide is intended for educational purposes only. Check with your company for specific guidelines. Quiz # 2: Covering reading assignment Project Management II. Project Management III: Roles & Responsibilities of Members of the Contracting Team About: The learning objective for this study guide is for the student to be able to identify personnel, contractors, and project leaders involved in the project and the role of each. Quiz # 3: Covering reading assignment Project Management III.

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Project Management IV: Change Request & Revision of Estimate About: The learning objective for this study guide is for the student to be able to identify the material and personnel costs and applicable terms related to change requests and appropriately revise the cost estimate. Quiz # 4: Covering reading assignment Project Management IV. Project Management V: Indemnification About: The learning objective for this study guide is for the student to be able to identify indemnification language in a contract. Quiz # 5: Covering reading assignment Project Management V. Project Management VI: Liabilities as a Result of Changes in Project Schedule About: This guide is intended to supplement your individualized Skillsoft learning by providing materials and examples specific to the vertical transport industry. Quiz # 6: Covering reading assignment Project Management VI.

Program Timeframes The table below is an overview of the various timeframes for each of the program options. In order to determine the number of hours a student needs to study per week for other finish target times, divide the total hours for the specific program he or she will be taking by the number of weeks between the start date and desired finish date.

Program types Total hours for program

Full time (40 hrs/wk)

Half time (20 hrs/wk)

Six months (26 wks)

Nine months (39 wks)

Full 214 5.3 wks 10.5 wks 8.2 hrs/wk 5.5 hrs/wk

Full (Bus 100 exempt) 179 4.8 wks 9.6 wks 6.9 hrs/wk 4.6 hrs/wk

Partial Technical 67 1.75 wks 3.5 wks 2.6 hrs/wk 1.7 Hrs/wk

Partial Business 159 4 wks 8 wks 6.1 hrs/wk 4hrs/wk

Partial Business (Bus 100 exempt) 124 3.1 wks 6.2 wks 4.8 hrs/wk 3.2 hrs/wk

Note: This table lists the time it will take the student to complete each type program if the student studies 40 hours per week or 20 hours per week. The table also notes the time the student needs to study per week if he or she aims to complete the program in either 26 or 39 weeks.

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Examples of Course Plan The tables below show various examples for a course plan. The student can vary the sequence as their education, experience and the demands of their position require. Plan I – Full Program

Courses Business 100 Skillsoft Study Guides Technical

Total hours 35 112 12 55

Phase I X X

Total (45 hrs)

Complete course (35 hrs)

I Tech basics (10 hrs)

Phase II

X X X

Total (41-44 hrs )

Sales & Marketing (12 hrs) Sales & Marketing

II Technical tasks (12-15 hrs)

Finance ( 12 hrs) Finance

(24 hrs) (5 hrs)

Phase III

X X X

Total (61.5 hrs-67.5)

Communication (16.5 hrs) Communication III Technical Safety

Personnel & Ethics ( 16 hrs) Personnel & ethics

IV Tech codes & Regulations

(32.5 hrs) (5 hrs) (24-30 hrs)

Phase IV

X X

Total (58 hrs)

Project Management

(56 hrs)

Project Management

(2 hrs) Note: The VTMP Full certificate program is divided into four phases based on the complexity of the courses. This is only an example.

Plan II – Partial Technical Program

Courses Study Guides Technical

Total hours 12 55

Phase I X X

(30 hours)

Sales and Marketing I Tech basics (10 hrs)

Finance

(5 hrs) II Technical tasks (12-15 hrs)

(total 22-25 hrs)

Phase II X X

(37 hours)

Communication III Technical Safety

Personnel and ethics

Project Management IV Tech codes and regs

(7 hrs) (Total 24-30 hrs)

Note: The Partial Technical certificate program is divided into two phases based on the complexity of the

courses. This is only an example.

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Plan III – Partial Business Program

Courses Business 100 Skillsoft Study Guides

Total hours 35 112 12

Phase I X

(35 hrs) Complete

course (35 hrs)

Phase II

X X

(29 hrs)

Sales & Marketing(12 hrs) Sales & Marketing

Finance ( 12 hrs) Finance

(24 hrs) (5 hrs)

Phase III

X X

(37 hrs)

Communication (16.5 hrs) Communication

Personnel & Ethics (16 hrs) Personnel & Ethics

(32.5 hrs) (5 hrs)

Phase IV

X X

(58 hrs)

Project Management Project Management

(56 hrs) (2 hrs)

Note: The Partial Business program is divided into four phases based on the complexity of the courses.

This is only an example.