Innovative Education Targeted Training A HIGHER...

Innovative Education Targeted Training

A HIGHER STANDARD

2012–2013 ANNUAL REPORT

PLUMBING-HEATING-COOLING CONTRACTORS ASSOCIAT ION

EDUCATIONAL FOUNDATION

2012–2013 PHCC Educational Foundation Annual Report

Dear Foundation Friends, Donors and PHCC Members:

As Chairperson of the PHCC Educational Foundation, I get to see all the wheels spinning behind the scenes. I see skilled staff members working to

ensure that your gifts are directed to the best possible programs. I see volunteers judging apprentice contests, developing new curriculum, or selecting scholarship winners. And I see people like you investing your precious dollars in our programs … “paying it forward” to help keep today’s workforce current and competitive, plus prepare the next generation for this great industry.

But then comes the best part of my job — witnessing the impact of all these efforts. It’s realizing that those in our industry look to the Foundation as the source of information on issues, such as preparing for the new lead free law. It’s hearing a young person in our Plumbing Apprentice Contest talk about the

tremendous pride she has in her work. It’s realizing that a leading company like InSinkErator believes so much in what we do at the Foundation that they invested in our annual giving campaign for a 25th straight year!

This affirms that what we’re doing is making a real difference.

As you’ll see from the highlights of this year, the Foundation continued to provide top-notch training through webinars, seminars, contests and other events, as well as textbooks, bulletins, and other valuable tools. And, we’re receiving positive feedback from many of our new initiatives including our Advanced Project Management Course, our first HVAC Apprentice Contest, and conversion of our plumbing textbooks to an e-book format.

As I finish my term, I confidently pass the baton to Roger Peugeot. “Roger the Plumber” has not only built a thriving plumbing business in Overland Park, Kansas, but has been a member of PHCC since 1972 and was on the PHCC Board of Directors when the Foundation was established 26 years ago. And, I look forward to witnessing even more success stories as we continue to advance the p-h-c industry, cultivate collaborative relationships, and prepare the next generation of skilled workers and managers.

The Foundation certainly has earned the reputation of being the resource for industry information, education, and training, but it’s been made possible only because you share in our continuous commitment toward a higher standard. Rest assured, we never lose sight that we must continue to keep our contractors performing in this ever-changing industry with best practices and processes, and now more than ever we must cultivate an emerging workforce that will be motivated and highly skilled.

I’m proud to partner with you in a trade we all treasure. Thank you for investing in its future!

Sincerely,

Bill Jones Raven Mechanical, LP Foundation Chairperson

www.phccfoundation.org

1

A Higher Standard2012–2013 Educational Foundation Accomplishments

For more than 25 years, the PHCC Educational Foundation has been setting the bar high. An entire industry considers us its “go-to” leader when it comes to education and training. Those in the trade know that we get young people excited about this profession. Apprentices know that they can count on us to effectively prepare them for jobs to support their families. Contractors know that we’re on top of new technologies and practices. And manufacturers know we train technicians to install their products correctly.

Of course, we know that we need YOU to keep this going. Take a look at what we’ve been doing this year through the Foundation. Together, we continue toward a higher standard.

“I’m so grateful to the PHCC Foundation and Kohler for the donations to our school. The sinks and toilets will provide years of use and instruction for our programs.”– STEVE SCHAGRIN • (RECIPIENT OF DONATED PRODUCTS FROM THE 2012 PLUMBING

APPRENTICE CONTEST) • THOMAS EDISON HIGH SCHOOL • PHILADELPHIA, PENNSYLVANIA

Plumbing and HVAC Apprentice ContestsFor over 20 years we’ve watched apprentices from across the nation test their knowledge and skills at the Foundation’s popular Plumbing Apprentice Contest held during the PHCC convention. This year we added an HVAC Contest to the line-up in Las Vegas. Extending the impact of these events, the Foundation donates the products used during the competitions to a local apprentice school, high school, or other training program that, in turn, uses the donations to train students.

Apprentice and Journeyman Training and Workforce Development

“I think the best way [to get younger people involved in the trade] is to reinforce that you work and get paid while you are earning your license…There is such an awesome sense of pride when you have worked through the entire process of diagnosing the problem (in service work), coming up with the best solution for the customer, and then using your own two hands to put the plan into action.”– MARIA METZLER (CONTESTANT IN PHCC’S 2012 PLUMBING APPRENTICE CONTEST)

MR. PLUMBER BY METZLER & HALLAM • CARMEL, INDIANA


2

ScholarshipsAttracting new talent has never been more essential to the future of this trade. With that, the Foundation presented $57,000 in scholarships this year to 23 students entering the p-h-c industry. Since 1986, more than $2.1 million in scholarships have been awarded or funded through the Foundation.

“…This scholarship will greatly help me fund my college education. I am looking forward to working hard to obtain a Mechanical Engineering degree from Mississippi State. I appreciate what the PHCC Foundation does for young people. Thank you for your generosity.”– BOONE SMITH (2013 PHCC FOUNDATION SCHOLARSHIP RECIPIENT) • CLASS OF 2017

MISSISSIPPI STATE • KNOXVILLE, TENNESSEE

SkillsUSA ContestsThe Foundation again supported the plumbing and HVACR contests at the SkillsUSA National Leadership and Skills competition, held in June in Kansas City. Over 100 students participated in these two contests, joining more than 5,700 other secondary and postsecondary career and technical education students in a total of 94 trades contests. Foundation volunteers assisted with set-up and contest judging.

“The SkillsUSA contest provides a great way to test what students have learned at various school levels and to expose them to a real-world setting so they can demonstrate how well they can do. It also lets them compete against their peers and show off their skills. Likewise, it helps teachers evaluate where students are and the areas that need improvement.”– JIM STEINLE • ATOMIC PLUMBING • VIRGINIA BEACH, VIRGINIA

Plumbing e-BooksTogether with Cengage Learning, the Foundation launched digital versions of its four-year series of plumbing textbooks, available in Kindle, Nook, and Apple formats, as a way to reach a more tech-savvy audience of students.


3

2013 HVACR and Mechanical Conference for Educational Professionals

With installation and service for HVAC, water heating, and commercial refrigeration equipment the second fastest growing mechanical trade in the nation, the Foundation was honored to again help sponsor this year’s conference, held in March in Colorado Springs. More than 100 instructors participated in the event, which provides them with cutting-edge technical information and new teaching techniques.

Regional Instructor WorkshopsThe Foundation hosted two regional instructor workshops — held in Valley Forge, Pennsylvania and San Antonio, Texas — focused on optimizing the use of technology in the classroom and other emerging topics that help give instructors the training they need to become more skilled and confident in the classroom setting. The workshops were sponsored in part by BrassCraft, Copper Development Association, and Kohler.

“I believe we — as manufacturers, plumbers, or anyone who provides education to assist in the future of the plumbing profession — set an example to the individuals who come to us for the guidance, education, and the confidence they need to be successful in the plumbing trade. Without the dedicated individuals who give their time and knowledge to the youth of our industry… where will we be in the next 20 years when there’s no one who can provide the services needed in our profession?”– JAMES WALLS • CAST IRON SOIL PIPE INSTITUTE • GARLAND, TEXAS

Plumbing and HVACR Home Study ProgramNearly 80 students who are unable to participate in a traditional classroom-based apprentice training program enrolled in the Home Study Program this year. Additionally, the Foundation and Indiana PHCC piloted a program that combines classroom and online training using the Foundation’s e-learning system.

Plumbing Assessment TestsRecognizing that — in this age of educational accountability — assessment testing is critical to evaluating performance, the Foundation’s plumbing assessment tests continued to measure the knowledge students should have at the end of each year of an apprenticeship program. Not only can results help instructors identify areas of student weakness so that instruction can be enhanced, but the fourth-year tests also can be used as an entry-level journeyman test, allowing employers to assess the knowledge of prospective employees.


4

Virtual UniversityThrough a partnership with 360 Training, the Foundation offered more than 60 online training courses for contractors and their employees. PHCC members receive a 10-percent discount on the courses, which focus on HVACR, safety, and sustainable construction topics. OSHA’s 10- and 30-hour courses are among the most popular offerings.

Media Exposure Surrounding a New Workforce

With the sobering statistics surrounding the widening gap between construction labor demand and supply, the Foundation works to not only train a future generation of skilled workers but to help recruit and retain this new workforce as well. With that, the Foundation teamed with Tom Applegate, a lifelong educator and member of the Foundation’s Board of Directors, to offer advice on how to motivate this new “Generation Y.” Our findings gained prominent exposure this year in Contractor magazine, as well as in numerous chapter publications.

Business Management Training

Get the Lead Out Plumbing ConsortiumWith the January 4, 2014, effective date of the new federal “Reduction of Lead in Drinking Water Act” fast approaching, the

Foundation took the lead in organizing a Get the Lead Out Plumbing Consortium to offer widespread education about the manufacture, distribution, and installation of Lead Free plumbing products. Recognized as a key source of information, we partnered with leading trade associations and manufacturers to develop a website — www.GetTheLeadOutPlumbing.com — that serves as a single, comprehensive resource on everything related the new law. To date, the Consortium has trained more than 2,500 distributors, engineers, contractors, and code officials on the new requirements at more than 40 industry events.

Essentials of Project Management CourseThis year’s course was a sell-out, with 26 participants picking up dozens of new ideas on topics such as site management, cash flow and finances, marketing, and workforce management. This year, all handouts and meeting materials were distributed digitally. Since 1996, more than 640 contractors and their employees from 200 companies have benefited from this training program.

“The class was awesome. It was an intense four days, packed with info and I would sit through it all again. It opened my eyes to the world and really I want to thank the Foundation for the opportunity to attend this class, as without their help I would have missed out on some very valuable information.” – ERIC RHYNE • GRIFFIN HEATING AND AIR, INC. • STATESVILLE, NORTH CAROLINA


5

Advanced Project Management CourseNew this year, the Foundation presented an Advanced Project Management Course with topics selected by the attendees via an online survey. During the workshop — sponsored by Viega and hosted at its educational facility in Nashua, New Hampshire — 27 project managers from some of the nation’s largest and most successful plumbing and mechanical contracting companies discussed Building Information Modeling (BIM), Big Data, 3-D scanning, and how to use technology to recruit younger workers to the industry.

Seminar and Webinar SeriesKohler Company’s sponsorship of our seminar and webinar programs allows the Foundation to bring quality business management training to contractors and their employees. This year, the Foundation supported 65 programs reaching more than 4,000 industry professionals.

CONNECT 2013 Educational ProgramsThe Foundation was proud to again be a gold-level sponsor for CONNECT 2013. Particularly fitting for the conference theme of “Go Big + Innovate,” the Foundation created a series of Big Idea Sessions, to help attendees re-ignite their businesses. Topics included online marketing, customer service, business diversification, new DOE water heater regulations, a changing workforce, environmental issues, and opportunities in water and energy conservation.

Focus Newsletter & Focus Flash E-mail Newsletter To supplement our communications between printed issues of the Focus newsletter, the Foundation reaches out monthly with our timely Focus Flash e-mail newsletter, sponsored again this year by A. O. Smith. Highlighting upcoming educational events and offerings, Focus Flash also links to the latest installment of the HR Personnel e.bulletin, which this year explored subjects such as social media in the workplace, attracting and retaining a Generation Y workforce, and orienting new employees.


6

*Change due to market fluctuation.

June 30, December 31,

2012 2011 Variance

ASSETS

Current Assets

Cash – Checking & Savings $ 37,201 $ 131,140 $ (93,939)

Accounts Receivable 21,592 32,975 (11,383)

Pledges Receivable 253,050 17,500 235,550

Inventory 4,567 4,900 (333)

Prepaid Items 6,674 4,734 1,940

TOTAL CURRENT ASSETS 323,084 191,249 131,835

Investments at Market Value* 9,150,513 8,602,692 547,821

TOTAL ASSETS $ 9,473,597 $ 8,793,941 $ 679,656

LIABILITIES AND NET ASSETS

Liabilities

Accounts Payable & Accrued Expenses $ 65,758 $ 54,297 $ 11,461

Due to affiliate 87,150 63,472 23,678

Deferred Revenue 58,976 22,807 36,169

TOTAL CURRENT LIABILITIES 211,884 140,576 35,139

Net Assets – Prior Year

Undesignated – operating 281,845 270,429 11,416

Scholarships 1,013,463 1,045,189 (31,726)

Temporarily restricted 3,034,909 3,560,799 (525,890)

Permanently restricted 4,323,148 4,158,173 164,975

TOTAL PRIOR YEAR NET ASSETS 8,653,365 9,034,590 (381,225)

Change in Net Assets 608,348 (381,225) 989,573

TOTAL NET ASSETS 9,261,713 8,653,365 608,348

TOTAL LIABILITIES AND NET ASSETS $ 9,473,597 $ 8,793,941 $ 643,487

PHCC – National Association Educational Foundation

BALANCE SHEETJune 30, 2012 and December 31, 2011


7

FundraisingECIC ENDOWMENT FUND

Endowment FundThe Foundation is a 501(c)(3) non-profit, with the majority of our monetary support provided by more than 75 contractors, manufacturers, and industry partners whose generous gifts helped to establish the Foundation’s Endowment Fund. These major donors form the core membership of our committees and together serve as our Board of Governors. Under the careful stewardship of the Investment Management Committee, the endowment is invested in ways which ensure funds are available to support industry education for future generations.

Invest in Your Future CampaignThe Foundation heavily depends on the annual giving campaign to fund the development and delivery of our educational programs. We’re proud to announce that — for the 13th consecutive year — we reached our annual goal. InSinkErator, Ferguson and NIBCO were major supporters for the 2013 campaign.

In fact, 2013 marks the 25th year that InSinkErator has supported the Foundation. The company became a major sponsor of the Foundation’s annual fundraising campaign in 1989, and it has made gifts of $25,000 or more every year since, totaling more than $625,000 in support to the Foundation over the past 25 years.


8

On the Horizon …For over 25 years, the Foundation has anticipated the needs of the industry’s work-force and responded with innovative education and targeted training programs. Of course, the needs of our industry — and the workforce serving it — never stop changing, and neither do we! To ensure that we continue our reputation for delivering a higher standard, we’re already working on plans for 2014, which includes the following digital tools:

Mobile Version of the Foundation Website. To offer access to industry education and training resources on a smartphone, tablet or other mobile device.

Electronic Scholarship Applications. Beginning in 2014, those interested in Foundation scholarships will be able to submit all application materials online.

HVACR e-Books. This year, the Foundation announced electronic versions of its plumbing textbooks, available in Kindle, Nook, and Apple formats. In 2014, our four-year HVACR series will go digital.

2012–2013 PHCC Educational Foundation

Board of Directors

OFFICERS

William P. JonesRaven Mechanical, LPHouston, TX

Roger PeugeotRoger the PlumberOverland Park, KS

Ron NewmanLakes Plumbing, Heating &

Cooling, Inc.Spirit Lake, IA

BOARD OF DIRECTORS

Tom ApplegateNational Council of Local

Administrators ofCareer & Technical

EducationWesterville, OH

Laurie C. CriglerL & D Associates, Inc.Aroda, VA

Dave DaviaColorado Association

of Mechanical and Plumbing Contractors

Denver, CO

David DuggerShoffnerKalthoff

Mechanical Electrical Service

Knoxville, TN

Terry GeibelhausMarlin Mechanical

CorporationPhoenix, AZ

Michael J. Kastner, Jr.Kastner Plumbing &

HeatingWest Friendship, MD

Gerry KennedyPHCC-National

AssociationFalls Church, VA

Richard KerzetskiUniversal Plumbing &

Heating, Inc.Las Vegas, NV

Craig LewisR.E.C. Industries, IncBryan, TX

Rex MartinNIBCO, INC.Elkhart, IN

Steve RiversRivers Plumbing,

Heating & AirPleasanton, CA

Kevin TindallTindall & RansonPrinceton, NJ

Chief Operating OfficerCindy Sheridan

PHCC Educational Foundation

Falls Church, VA


PHCC Educational Foundation

Board of GovernorsCHARTER FOUNDERS

American Standard

Delta Faucet Company and the Masco Family of Companies

InSinkErator

Kohler Company

PROGRAM UNDERWRITER

Eljer Plumbingware, Inc.

CHANCELLOR

Maxwell Systems, Inc.

Moen Incorporated

CORPORATE FOUNDERS

Anaheim Manufacturing

Anvil International

Bradford White Corporation

Cerro Flow Products LLC

Charlotte Pipe and Foundry

Elkay Manufacturing Company

Federated Mutual Insurance

Ferguson and Wolseley, plc.

Legend

NIBCO INC.

QuickPen International

Rheem Manufacturing Co. and Ruud Water Heater

Viega

Watts Water Technologies, Inc.

CONTRACTOR MEMBERS

Kirk and Pam Alter

William Becker*

Joseph Beetz*

Irwin Botto*

Daniel Burnette* =

Steve Carder

John “Tim” Ceren*

Ray = and Connie Dauenhauer*

Ray Dauenhauer, Sr. = (Memorial)

James T. Driscoll, Jr.

David and Janet Dugger

Charles “Red” Englert* =

Richard E. Farrell*

David = and Jean Fox* =

John Garvelink

Mary Garvelink

Mark Giebelhaus

John Giolitto* =

James Hansbauer*

William L. Harvey*

Charles F. Hiley, Sr.* =

Charles F. Hiley, Jr.* =

Larry W. Howe*

Dick and Patty Irwin*

William and Patty Jones*

Richard R. Kerzetski

Kenneth E. Krauska* =

Jim and Patricia Lewis

William Linek*

William Lynch* =

Frank and Iris Maddalon

John A. McWilliams

Harold Michel*

Joseph “Herb” Miller*

Donald and Lorraine Morin*

Adam Moyer*

Christopher T. Moyer

New York State PHCC*

Ron and Jeanette Newman

Walter Parkes*

Roger Peugeot

PHCC of Massachusetts*

Donald Priest* =

Carl Rice

Orville and Doreen = Taecker

Dennis Tarpenning

William and Bette = Trombly*

John = and Jo Wagner

John = and Kate Ward*

Francis = and Anne Williams*

Franklin Youngblood* =

F. Carl Ziegler =

F. Kent Ziegler

R. Scott Ziegler

* Founder. = Deceased.

PLUMBING-HEATING-COOLING CONTRACTORS ASSOCIATION

180 S. Washington Street, Suite 100 • Falls Church, VA 22046

800-533-7694 • Fax: 703-237-7442


Innovative Education Targeted Training A HIGHER...

Documents

Transcript of Innovative Education Targeted Training A HIGHER...