Training Proposal for Procore Technologies, Inc.: 17-0725 Page 1 of 5
TRAINING PROPOSAL FOR
Procore Technologies, Inc.
17-0725
Panel Meeting Date: 06/23/2017
Regional Office: North Hollywood Regional Office
Analyst Name: Paccerelli, Margarita
Type of Proposal: Single Employer Contract (SE)
Funding Source: Out-of-State Competition (OSC)
FUNDING OVERVIEW
Provided here is a summary of the funding for the proposed Training Project.
TOTAL ETP FUNDING: $899,728.00
Program & Admin Cost Support Cost Substantial Contribution
($ 0%) Total In-Kind
$899,728.00 N/A N/A $1,300,000.00
APPLICANT PROFILE
Company Summary
This is a Critical Proposal developed in conjunction with the Governor’s Office of Economic and Business Development (GO-Biz).
Procore Technologies, Inc. (Procore) is a construction management software company. With an award-winning suite of project management tools, over a million registered Procore users across the globe manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities and retail centers.
Industry Sector(s) Information Technology
Priority Industry Yes
No. of Employees (Applicant) State: 615 US: 784 World Wide: 795
Turnover Rate (Applicant) 0%.
Repeat Contractor Yes
High Unemployment Area No
Unions
No
Training Proposal for Procore Technologies, Inc.: 17-0725 Page 2 of 5
TRAINING PROFILE
Training Objective
Provide training designed to enhance Procore’s competitiveness in the industry by putting the Company in an optimal position to ensure employees are performing their best in current roles and to gain new skills to take on new projects and opportunities.
Training is summarized below. Additional details are provided in Appendix A - Group and Job Title Details of this Panel Proposal.
# Group Characteristics # of Trainees
Reimbursement Rate
Avg. Hours
Cost Per Trainee
Min – Max Hour
1 Retrainees 577 $18.00 48 $864 8-200
2 Retrainees, Job Creation 340 $20.00 59 $1,180 8-200
Training Proposal for Procore Technologies, Inc.: 17-0725 Page 3 of 5
PROPOSED TRAINING PROJECT DETAILS
Provided here are the details on the proposed Training Project.
1. Company Background
Founded in 2007 and headquartered in Carpinteria, Procore provides construction management software for the construction industry worldwide. Its mission is to provide construction professionals with the most comprehensive and easy-to-use project management platform combined with industry leading customer service. The Company helps users increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. This real time data and accessibility minimizes costly risks and delays, which ultimately boosts profits.
2. Current Training Project Details
Provided here are details on the purpose of the training, a summary of the marketing plan and support costs.
Purpose of Training
Procore seeks funding to provide training for its rapidly growing company. It is experiencing dynamic demand for its core products. This rapid growth necessitates the Company to train hundreds of workers in all its proprietary tools, software and approaches. Procore is hiring at a fast pace averaging seven new hires per week for newly-created positions within the company. The proposed training will be provided to trainees at the Company’s locations in Carpinteria, San Francisco and San Diego Currently, Procore has a solid competitive edge over other construction project management solutions located out-of-state. To maintain its competitive position, the Company must continually raise the capability and performance level of its employees. This is Procore’s second ETP Contract and the second in five years. As a first-time ETP Contractor in its last project, Procore’s prior project was for $99k. The Company earned its initial funds less than a year into the term. Additional funds were added into the prior contract and the Company is on track to earn 100% of the contract amount. This proposal will be a continuation of the training from its last ETP Contract (ET17-0213). No trainee will receive duplicate training. The software industry is competitive and rapidly changing; thus, Procore is expanding its business capacity, adding new employees to existing functions in Administration, Customer Service and Operations. Procore has committed to hiring and training 340 new employees (Job Number 2) to develop new ideas, provide better service to users, and support internal staff.
Training Infrastructure and Administrative Plan
Procore’s Peoples Operations Department will oversee all training and internal administration of this project, including training delivery, scheduling, and documentation at the various California locations. This department consists of six staff including a Senior People Operations Manager. In addition, the Company has several in-house subject matter experts to provide training at all locations. The Company has a detailed training schedule and is ready to start training upon Panel approval. Procore has also retained an outside administrative consultant to ensure that all training records meet ETP compliance.
Marketing Plan
Not Applicable
Training Proposal for Procore Technologies, Inc.: 17-0725 Page 4 of 5
(MEC Only)
Support Cost Description
(MEC Only)
Not Applicable
Substantial Contribution Description
Not Applicable
3. Sample Curriculum
Provided below is a summary of the methods by which training will be delivered including a sample of the courses that will be offered.
Each of the Trainee groups will be able to take courses under the various delivery methods.
Delivery Method Classroom/Simulated Laboratory
Training Type/Level Sample Classes
Business Skills Construction Personas
Financial Tools
Quality & Safety Tools
Computer Skills/Standard Slack
7Geese
Cornerstone
Delivery Method Computer-Based Training
Training Type/Level Sample Classes
Business Skills Communication - Presentations
Innovation - Creative Thinking
Leadership: Effective Leadership
Computer Skills Microsoft Excel (Intermediate)
Microsoft Excel Level 3 (Advanced)
North Stars (Support Basics)
4. Additional Company or Training Project Details
4.1 Program Waivers
The next table lists the various waivers and supporting justifications for training that apply to this proposed Training Project.
Waivers/Justification Type Summary
None have been requested
4.2 Subcontractor Summary
Procore retained the services of the following Subcontractor(s).
Training Proposal for Procore Technologies, Inc.: 17-0725 Page 5 of 5
Subcontractor Type Subcontractor Name City Service Cost or %
Development Glendale Community College District
Glendale No Charge
Administrative Glendale Community College District
Glendale 10%
Training None to Date
4.3 Previous ETP Project Summary
The table below summarizes the active performance under the ETP contract.
Active Contract(s) Elements
Summary
Agreement Number ET17-0213
Purpose of Training To train employees in to provide construction professionals with the most comprehensive and easy-to-use project management platform combined with industry leading customer service.
Location(s) Carpinteria, San Francisco, San Diego
Term 08/17/2016 - 08/16/2018
Approved Amount $249,820
Projected earnings $249,820
Performance Percentage: 100%
Other Notes Based on the ETP Systems, 13,426 reimbursable hours have been tracked for potential earnings of $249,820 (100% of the approved amount). Although there is still over a year remaining in the contract term, the Panel informed Procore to submit a new proposal for additional funding.
4.4 Supporting Panel Proposal Documentation
Provided in Appendixes A, B and C is additional application details on the intended training population, the detailed curriculum, and associated program characteristics that are related to this proposed Training Project.
Attachment 1 – Group and Job Title Details
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 1: Page 1
The proposed Training Project includes training for the following Trainees, organized by training group.
Group #: 1 – <Retrainees>
County ETP Minimum Wage
San Diego County $16.72
San Francisco County $17.63
Santa Barbara County $16.16
Job Title Estimated Number of Trainees
Base Wage Range Health Benefits Applied
Post-Retention Wage
San Diego County
Customer Success I 2 $18.00 - $47.00 $0.00 $18.00
Customer Success II 2 $48.00 - $77.00 $0.00 $48.00
Marketing Staff I 3 $18.00 - $47.00 $0.00 $18.00
Marketing Staff II 2 $48.00 - $75.00 $0.00 $48.00
Sales Staff I 1 $20.00 - $48.00 $0.00 $20.00
Sales Staff II 1 $49.00 - $69.00 $0.00 $49.00
San Francisco County
Customer Success I 3 $18.00 - $47.00 $0.00 $18.00
Customer Success II 3 $48.00 - $77.00 $0.00 $48.00
Marketing Staff I 2 $18.00 - $47.00 $0.00 $18.00
Marketing Staff II 3 $48.00 - $75.00 $0.00 $48.00
Sales Staff I 1 $20.00 - $48.00 $0.00 $20.00
Sales Staff II 2 $49.00 - $69.00 $0.00 $49.00
Santa Barbara County
Admin Staff I 16 $17.00 - $46.00 $0.00 $17.00
Admin Staff II 30 $46.00 - $75.00 $0.00 $46.00
Business System Analyst II 27 $50.00 - $79.00 $0.00 $50.00
Business Systems Analyst I 15 $20.00 - $49.00 $0.00 $20.00
Attachment 1 – Group and Job Title Details
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 1: Page 2
Job Title Estimated Number of Trainees
Base Wage Range Health Benefits Applied
Post-Retention Wage
Customer Success I 55 $18.00 - $47.00 $0.00 $18.00
Customer Success II 53 $48.00 - $77.00 $0.00 $48.00
Engineer I 10 $30.00 - $59.00 $0.00 $30.00
Engineer II 20 $60.00 - $89.00 $0.00 $60.00
Finance Staff I 10 $17.00 - $46.00 $0.00 $17.00
Finance Staff II 20 $47.00 - $76.00 $0.00 $47.00
Information Technology I 15 $20.00 - $49.00 $0.00 $20.00
Information Technology II 15 $50.00 - $79.00 $0.00 $50.00
Manager/Supervisor I 20 $25.00 - $54.00 $0.00 $25.00
Manager/Supervisor II 30 $55.00 - $84.00 $0.00 $55.00
Marketing Staff I 21 $18.00 - $47.00 $0.00 $18.00
Marketing Staff II 20 $48.00 - $75.00 $0.00 $48.00
Operations I 25 $18.00 - $47.00 $0.00 $18.00
Operations II 10 $48.00 - $77.00 $0.00 $48.00
Product Specialist I 60 $20.00 - $49.00 $0.00 $20.00
Product Specialist II 50 $50.00 - $79.00 $0.00 $50.00
Sales Staff I 13 $20.00 - $40.00 $0.00 $20.00
Sales Staff II 17 $40.00 - $69.00 $0.00 $40.00
Group #: 2 – <Retrainees, Job Creation>
County ETP Minimum Wage
San Diego County $13.94
San Francisco County $14.69
Santa Barbara County $13.22
Attachment 1 – Group and Job Title Details
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 1: Page 3
Job Title Estimated Number of Trainees
Base Wage Range Health Benefits Applied
Post-Retention Wage
San Diego County
Customer Success I - Job Creation
18 $18.00 - $47.00 $0.00 $18.00
Customer Success II - Job Creation
15 $48.00 - $77.00 $0.00 $48.00
Sales Staff I - Job Creation 10 $18.00 - $40.00 $0.00 $18.00
Sales Staff II - Job Creation 10 $40.00 - $69.00 $0.00 $40.00
San Francisco County
Customer Success I - Job Creation
15 $18.00 - $47.00 $0.00 $18.00
Customer Success II - Job Creation
15 $48.00 - $77.00 $0.00 $48.00
Sales Staff I - Job Creation 8 $18.00 - $40.00 $0.00 $18.00
Sales Staff II - Job Creation 15 $35.00 - $64.00 $0.00 $35.00
Santa Barbara County
Admin Staff I - Job Creation 4 $17.00 - $46.00 $0.00 $17.00
Admin Staff II - Job Creation 7 $46.00 - $75.00 $0.00 $46.00
Customer Success I - Job Creation
25 $18.00 - $47.00 $0.00 $18.00
Customer Success II - Job Creation
15 $48.00 - $77.00 $0.00 $48.00
Engineer I - Job Creation 5 $20.00 - $49.00 $0.00 $20.00
Engineer II - Job Creation 8 $40.00 - $69.00 $0.00 $40.00
Information Technology I - Job Creation 7 $20.00 - $49.00 $0.00 $20.00
Information Technology II - Job Creation 10 $50.00 - $79.00 $0.00 $50.00
Marketing Staff I - Job Creation 15 $18.00 - $47.00 $0.00 $18.00
Marketing Staff II - Job Creation 15 $48.00 - $75.00 $0.00 $48.00
Operations I - Job Creation 20 $18.00 - $47.00 $0.00 $18.00
Operations II - Job Creation 25 $48.00 - $77.00 $0.00 $48.00
Attachment 1 – Group and Job Title Details
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 1: Page 4
Job Title Estimated Number of Trainees
Base Wage Range Health Benefits Applied
Post-Retention Wage
Product Specialist I - Job Creation 15 $20.00 - $49.00 $0.00 $20.00
Product Specialist II - Job Creation 8 $50.00 - $79.00 $0.00 $50.00
Sales Staff I - Job Creation 30 $20.00 - $49.00 $0.00 $20.00
Sales Staff II - Job Creation 25 $50.00 - $79.00 $0.00 $50.00
Attachment 2 - Training Delivery and Curriculum Listing
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 2: Page 1
Delivery Method/Level Classroom/Simulated Laboratory
Training Type/Level Planned Course Offerings
Business Skills
7 Habits of Highly Effective People
Best Practices in Coaching
Best Practices in Interviewing
Building A Rock Solid Team
Business Communications
Business Financial Statement
Business Systems Continuous
Business Writing
Change Management
Collaboration
Communication Skills
Compensation and Motivation
Construction 101
Construction OS Continuous
Construction Personas
Crucial Conversations
Customer Service
Customer Success Continuous
Defusing Emotionally Charged
Dispute Resolution
Emotional Intelligence
Employee/Customer Engagement
Engineering Continuous Learn
Finance Continuing Learning
Financial Tools
Fish! – Individual and Team Motivation
Foundations of Construction
Giving and Receiving Feedback
Goal Setting
Handling Difficult Conversation
Having a Nice Conflict
High Impact Hiring
Holding All The ACES
Interviewing Skills
Leadership Boot Camp 1
Leadership Boot Camp 2
Leadership Development Suite
Attachment 2 - Training Delivery and Curriculum Listing
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 2: Page 2
Leading Meetings
Marketing
Marketing Continuous Learning
Negotiation Skills
New Hire Orientation
New Leader Assimilation for Teams
People Team Continuous Learning
Performance Management
Presenting with Impact and Confidence/Train-the-Trainer
Product Continuing Learning
Project Management
Project Management Tools
Quality & Safety Tools
Resilience – The 7 Factors Make a Half-Filled Glass Overflow
Saas Business
Sales Continuous Learning
Situational Leadership II
Straight Talk
Strengths Finder – Learning to Leverage Your Top 5 Strengths
Team Engagement – The 12 Things That Matter
Time Management
Time Management
Transitioning to Leadership
Understanding Procore
Understanding Yourself and Others with the MBTI
Workplace Experience Continuous Learning
Computer Skills
7Geese
Airebrake
Aireserver
Bridge
Bugsnag
Coding for Non-Technical People
Concur
Confluence
Cornerstone
EcrionXF
Fullstory
Google Suite
Attachment 2 - Training Delivery and Curriculum Listing
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 2: Page 3
Delivery Method/Level Electronic Learning/Computer Based Training (CBT)
Training Type/Level Planned Course Offerings Standard Hours
Computer Skills
Microsoft Excel (Intermediate) 2
GoToMeeting
GoToWebinar
Human Resources Software
Javascript
Jira
Kapost
Microsoft Excel (Adv.& Int.)
Mindtouch
Mobile Devices
Network Training
New Relic
Okta
Phaseexpress
ProjectTango
Ruby on Rails
Salesforce
Seismic
Semaphore
Sendgrid
Skilljar
Skuid
Slack
Smanage
Smart Sheets
SnagIt
Softphone
Software Advice
Talkdesk
Tout
Travisci
WalkMe
Workday
Zendesk
Zoom
Attachment 2 - Training Delivery and Curriculum Listing
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 2: Page 4
Delivery Method/Level Electronic Learning/Computer Based Training (CBT)
Training Type/Level Planned Course Offerings Standard Hours
Microsoft Excel Level 3 (Advanced) 2
North Stars (Support Basics) 0.5
QuickBooks for Contractors 1.65
Business Skills
Bidding 1.27
Business Ethics 0.33
Business Skills - Time Management 0.5
Communication: Presentations 0.75
Communication: Effective Feedback 0.5
Construction 101 4.5
Construction 102 2
How BIM has changed Constr. 0.97
Innovation: Creative Thinking 0.55
Leadership: Building Trust 0.5
Leadership: Business Process Improvement 0.58
Leadership: Change Management 0.5
Leadership: Developing Team 0.58
Leadership: Effective Leadership 1
Leadership: Motivating Remote 0.5
Leadership: Motivation 0.75
Leadership: People Management 2
Leadership: Performance Review 0.5
Leadership: Teambuilding 0.5
Leadership: Using the Basics 0.83
Leadership: Virtual Twist 0.5
Management: Effective Teams 0.58
Management: Lose the Meeting Blues 0.58
Management: Managing Change 0.75
Management: Succeed Supervisor 0.58
Management: Team Conflict 0.67
Management: Virtual Office 0.5
Product Manager On-Boarding 3
Project Management Fundamentals 0.75
Project Management Time/Schedule 0.5
Project Planning Initiation 0.5
Project Resource Management 0.75
Attachment 3 - Training Project Characteristics Details
Training Proposal for Procore Technologies, Inc.: 17-0725 Attachment 3: Page 1
Provided in the table are details on the training characteristics.
Characteristic Program Summary
Retrainee - Job Creation Retrainee Program
The Panel incentivizes job creation. Training for newly-hired employees is reimbursed at a higher rate, and trainees are subject to a lower post-retention wage. The date of hire for trainees is within the three-month period before contract approval, or within the term of the contract. Trainees are hired into “net new jobs” as a condition of contract. Substantial Contribution and Turnover Rate penalty requirements do not apply.
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