Sheet metal & Air Conditioning Contractors’ National Association

Business Management

SMACNA develops publications, surveys and educational programs to keep SMACNA managers abreast of the best business practices that can be used for running a sheet metal and air conditioning contracting business. National and local seminars, publications, and self-study and distance-learning programs are available to SMACNA firm principals, senior managers, supervisors and foremen on financial management, project management, managing a sheet metal contracting business, and issues impacting the changing marketplace. 

Resources

  • Resource SMACNA’s Guideline to Information Technology

    More than 40 percent of construction companies do not have a dedicated information technology (IT) department, according to J.B. Knowledge’s recently published Construction Technology Report. For small and medium sized specialty contractors, like most SMACNA members, that percentage is significantly higher. SMACNA’s new Guideline to Information Technology addresses this gap by providing members with guidance on the proper combination of standardized hardware, software, and connectivity. This easy-to-read, 39-page document also includes two critical appendices: A Sample Disaster Recovery Plan and a Sample Information Technology Policy and Procedures Manual.

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  • Resource FMI Construction Outlook Q3 2016

    The construction industry has largely recovered from the recession, at least in terms of billions of dollars in construction put in place. Up until the last two years, it seemed like a very slow recovery, but then the return to growth blossomed. The acceleration of growth in the past couple of years wasn’t a complete surprise. However, fresh memories of the recession kept some companies from hiring until everyone else started hiring to the point where labor shortages in the industry became a big issue. Pent-up demand was set free in almost every construction sector. Learn more.

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  • Resource New Residential / Light Commercial Management Program Available

    The Residential Retrofit and Service Operations Management Program contains the latest information and methodologies to start up and run a profitable and successful residential and light commercial HVAC service and replacement department. read more

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  • Resource FMI Construction Outlook: Q2 2016

    FMI’s forecast for the second quarter has changed little from our first quarter report with growth for construction put in place expected to be 6%. The general indicators lead us to expect continued slow growth that could be sustained for several years.

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  • Resource The State of the Art in IPD Contracting: The New ConsensusDocs 300 and How to Contract for IPD & Lean

    Our friends at ConsensusDocs and the Lean Construction Institute are presenting a gratis webinar.

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  • Resource Discover What Software Other SMACNA Members are Using

    Selecting and using the appropriate software for your firm is essential to stay competitive. But, how do you know what to select? The help and advice of your fellow SMACNA contractors could assist with your decision to select the appropriate software for your firm or maximize the software you already have.

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  • Resource FMI's First Quarter 2016 Nonresidential Construction Index

    Non-Residential Construction Index for 1st Quarter 2016 - Puzzling drop in the NRCI for 1st Quarter…impact of political rancor or the Goldilocks effect?

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  • Resource Reference your 2016 SMACNA Products & Services Guide online, any time!

    Your digital edition of the 2016 SMACNA Products & Services Guide is always available online in a convenient digital format. You can make notes within the digital edition, print it, forward a page or section to a friend, and access past issues.

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  • Resource FMI's 2016 U. S. Markets Construction Overview

    Strategic decisions clear the way for profitable growth. Read more.

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  • News 2016 Financial Boot Camp

    This 2½ day program covers in-depth financial management issues, how to interpret financial statements, how to calculate financial ratios, working with credit, developing cash flow projections, understanding equipment acquisition and leasing, and using financial information for strategic and business planning.

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  • News 2016 Project Managers Institute

    Experienced SMACNA Contractors know that their best project managers take ownership of their projects. This intensive 2½ day program will strengthen project managers’ skills in communication, planning, leadership and business.

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  • Resource FMI's Construction 2015 Outlook - 3rd Quarter Report

    FMI now expects 6% growth for 2015 and 7% for 2016, with the total value to reach $1.09 trillion. This is the highest total since 2008, unadjusted for inflation. Manufacturing has been the rock star of 2015 and should come in at 18% growth for 2015. However, that pace is unlikely to continue, as we predict only 5% to 7% for 2016 through 2019.

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  • Resource FMI's Non-Residential Construction Index Report - 3rd Quarter 2015

    Contractors and suppliers are busy, and most are busier than they were last year at this time. However, there is some slippage in optimism about the economy and specifically the individual markets looking a year out and past the election year. Read More

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  • Resource FMI's Construction Outlook 2nd Quarter 2015 Report

    FMI has moderated its forecast from the first quarter somewhat from an expected 8% growth rate in 2015 to a more modest 5% for a total of $1.012 billion. The largest drop was in the non-building structures category.

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  • Resource Energy Department Invests Nearly $8 Million to Develop Next Generation HVAC Systems for Buildings

    The Energy Department today announced nearly $8 million to advance research and development of next-generation heating, ventilating, and air conditioning (HVAC) technologies, supporting the Administration's goal of saving money by saving energy, and phasing down the use of chemicals that have a devastating effect on the global climate.

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  • News Will you reach your 2015 business goals?

    Contractors often credit SMACNA’s world-class education programs as the key to their success. Start your “master’s degree” in business with these valuable courses offered this year. SMACNA’s Educational Programs often sell out quickly, so sign up today on the Educational Programs Web page.

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  • News Don’t miss the deadline! − Gain your advantage at SMACNA’s Business Management University

    Have you thought about how your company will focus on today’s economic uncertainties or unexpected challenges that could mean your failure or success?

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  • News Early-bird ends Feb. 6 − Supervisor Training Academy gives supervisors a stake in your success

    Help your new supervisors and seasoned pros achieve success in the field with SMACNA’s Supervisor Training Academy, March 26-28, St. Louis, Mo.

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  • Resource SMACNA 2014 Financial Benchmarker Survey – Results now Available

    SMACNA is pleased to announce the results for the 2014 Financial Benchmarker Survey. All SMACNA members are eligible to participate, view results, and generate customized reports.

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  • News You might as well learn from the best! Reserve your seat for SMACNA’s world-class 2015 educational programs

    SMACNA’s educational programs are the best in the industry. They have made a difference in the success of many contractors—and they will make a difference in yours!

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  • News Learn Dr. Schleifer’s success secrets at Business Management University

    Do you want your sheet metal/HVAC company to be among the best? You’ll learn industry authority Dr. Thomas Schleifer’s sought-after advice for running a successful business—and more—during SMACNA’sBusiness Management University, Feb. 22-26, 2015, in Tempe, Ariz.

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  • Resource Alliance Project Management Manual

    This manual, developed by the Mechanical-Electrical-Sheet Metal Alliance, provides guidelines that should be followed by a project manager to ensure that a construction job is planned properly prior to the commencement of actual field work. This educational manual is separated into the following topical areas: basic operating factors that pertain directly to construction businesses, types of construction contracts, critical pre-job procedures, and the importance of proper job planning and cost control.

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  • Resource How to Protect Yourself if the General Contractor or Subcontractor on Your Project Goes Broke

    This Contracts Bulletin will briefly discuss what subcontractors can do if their general contractor goes broke and, in turn, what general contractors can do to protect themselves if one of their subcontractors becomes insolvent.

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  • Resource HPC Self Assessment Checklist - Evaluate your management program with 15 “easy” questions

    Contractors face many challenges and risks but perhaps the biggest risk of all is to not continuously improve the company’s management systems. All companies have managers but not all have leaders. It is the leaders who ask themselves how are we managing today and how can we do better tomorrow?

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  • Resource Creating the High-Performing Contracting Company - Best Practices for SMACNA Contractors Manual

    In these pages you'll find an approach to developing and strengthening your business systems. Specific, real-life examples are provided of practices and methods used by high-performing contractors that are creating greater levels of success for their businesses. Tailored to SMACNA members and our unique industry, these proven methods help you move from idea to action - and to greater success and profits

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  • Resource ISO 9000 and ISO 14000

    The International Organization of Standardization (ISO) is a worldwide federation consisting of member bodies from 91 countries, which promotes the development of international manufacturing, trade and communication standards.

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  • Resource Construction Defect - A Complex, Emerging Problem

    Homeowners, builders, subcontractors, state and local governments, and insurance companies face a growing problem in construction defect litigation and its consequences – reduced housing values, a chilling effect on construction of multi-unit housing, shortages of affordable housing and the breakdown of important segments of the construction insurance marketplace. CNA, the leading provider of insurance to the construction industry, believes it is essential that all parties to the debate understand the dynamic and complex issues posed by construction defect.

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  • Resource AGC Guide to Construction Financing - 2nd Edition

    Why should contractors care about construction project financing? One of the major hurdles that almost any owner faces in a construction project is financing the construction and other development costs. More and more, contractors are finding themselves involved in the financing process. Indeed, complete lack of involvement is almost impossible to avoid on today's projects.

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  • Resource CWDC Craft Labor Supply/Demand Forecasting Model

    Do you have reliable craft labor supply and demand information to help you plan your projects with confidence and make informed human resource decisions? There may not be a craft labor shortage today, but it was only a couple years ago that the industry was in a shortage-panic.

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  • Resource Using Executive Authority to Achieve Greener Buildings

    The Obama Administration has tremendous, untapped opportunities to use legal tools already at its disposal to enhance the energy efficiency and sustainability of the nation’s multifamily and commercial buildings1 – all without seeking new funds or authority from Congress.

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  • Resource Large Hospital 50% Energy Savings: Technical Support Document

    The Commercial Buildings Group at NREL developed this Technical Support Document under the direction of the U.S. Department of Energy Building Technologies Program. It documents the technical analysis performed and the resulting design guidance that will enable large hospitals to achieve whole-building energy savings of at least 50% over ANSI/ASHRAE/IESNA Standard 90.1-2004.

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  • Resource Technical Support Document: Strategies for 50% Energy Savings in Large Office Buildings

    This document was prepared by the National Renewable Energy Laboratory (NREL) for the U.S. Department of Energy’s (DOE’s) Building Technologies Program (BTP) as Deliverable 10-2.2.4 under Task BEC7.1309 in the Commercial Buildings Statement of Work.

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  • Resource ACE Construction Industry Think Tank

    On January 10, 2012, the Alliance for Construction Excellence (ACE) brought together eleven thought‐leaders from the U.S. design construction industry in an intense all‐day Think Tank to address the question: What is the anticipated long‐term impact of deteriorating margins on the U.S. design construction industry? The purpose of the forum was to explore the industry’s current structural changes and identify the extent and impact of diminishing margins.

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  • Resource USGBC’s Knowing the Facts on Green Schools

    Whether it’s a school, a data center or an office building, proper operation and maintenance of any green building is critical to ensure ongoing, long-term LEED performance. While design and construction was originally the focus of LEED when it came to market in 2000, it quickly expanded its scope to cover operational performance through LEED for Existing Buildings: Operations & Maintenance (O&M).

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  • Webinars Kick-Off Meetings with Impact

    Kick-off Meetings with Impact is designed to help SMACNA Contractors and their production teams take charge of new projects and determine the most profitable way to proceed.

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  • Webinars Contractor Compensation and Rewards Overview

    Creating the right compensation plan can be a powerful weapon in the war for attracting and retaining talent. The goals of any incentive compensation plan should be to attract new talent, retain your current team members and reward people for superior performance.

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  • Webinars SMACNA BIM Webinar Series

    This two-part SMACNA BIM webinar series will explore how technology has bridged the gaps between design, fabrication and construction to enable a fully efficient and compliant MEP BIM workflow.

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  • Webinars The Long Road to Recovery

    The “Long Road to Recovery” is a crucial and timely message to SMACNA contractors. With new research, Dr. Schleifer will discuss the current industry analyses and market projections for the coming year.

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  • Webinars Improving Project Productivity – Communication is the Key

    What are the practical tools and methods successful contractors employ to increase project productivity? Short interval planning, scheduling and effective turn-over meetings all require a focused buy-in from the field.

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  • Webinars A Three Part Webinar Series: Advanced BIM

    The Advanced BIM webinars (series of three) include 1) Setting up Navisworks Files & Working with Clash Reports; 2) Communication & Meetings; and 3) Documentation and “Taking the Model to the Field”. Advanced Navisworks is designed specifically for SMACNA members eager to learn the essential concepts of 3D Clash Detection and MEP Coordination. Advanced Navisworks is designed for sheet metal contractors wanting to increase their knowledge and proficiency in Navisworks. This series of webinars will increase your knowledge of the software while providing information on how to leverage Navisworks for 3D Coordination and Collaboration.

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  • Webinars The Real Costs of Running a Sheet Metal Business: A Two Part Webinar Series

    Learn what it takes to make a project profitable and how every step can make a difference! This webinar series has been developed to explore the true cost of doing business while remaining cost-conscious and competitive.

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  • Webinars Missing a Piece of Your HVAC Puzzle? Differentiate Your HVAC Service Offerings with Energy Assessments!

    Participants will learn the best practices on how to incorporate Energy Assessments into Planned Maintenance Agreements (PMAs). This webinar will address: • What is an Energy Assessment? • Differentiating your PMA offerings using Energy Assessments • and more

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  • Webinars Time Management: Turning Today’s Rat Race into a Productive Workplace

    Does it seem like there is more to do with not enough time? Everyone and everything demanding your attention, i.e., Facebook, e-mail, phones, colleagues? In today’s world, with new technologies and social media, most of us are asked to get more done in less time.

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  • Webinars Take Control of Your Financial Health [FREE]

    Free webinar. PDF included.

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  • Webinars Surviving the Recession, Managing Through Uncertainty

    Learn more about today’s recession and how to survive this serious market downturn from a leading industry authority. As the recession continues, construction management expert Tom Schleifer will inform you how additional research is providing important data about strategies to survive and prosper.

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  • Webinars Exit and Succession Strategies for HVAC/Sheet Metal Contractors

    This webinar is based on the New Horizons Foundation research project Exit Strategies for HVAC/Sheet Metal Contractors, Strategies for Equity and Ownership Transfer. The project describes the various equity transfer planning alternatives including employee and family buyouts, ESOPs, and third-party sales to a strategic or financial (private equity) buyer.

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  • Webinars Mentoring and Coaching Practices: Developing the Next Generation

    This webinar, based on the New Horizons Foundation research project Mentoring and Coaching Practices: Developing the Next Generation will cover the reasons for and benefits of developing mentoring and coaching programs.

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  • Webinars LEED Version 3

    This webinar begins with a brief overview and function of the United States Green Building Council (USGBC) and Green Building Certification Institute (GBCI).

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  • Webinars Lean Works in the Service Contracting World

    Even in today’s harsh economy HVAC Service Contracting work is still happening - but with greater competition! How do you stay ahead of the competition? By applying Lean principles and practices.

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  • Webinars SMACNA Reference Manual for Labor Units

    Throw away your crystal ball – SMACNA’s "Reference Manual for Labor Units" can predict your true production costs and improve your production process to boot.

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  • Webinars Weathering the Storm: Strategies for Navigating a Turbulent Market

    In crisis there is opportunity. Now is not the time to panic. Now is the time to take advantage of the opportunity you have to refine your business model and your business.

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  • Webinars Building Information Modeling - The Key to Unlocking Your Future

    This webinar discusses the advancements in technology and how these affect the construction market. It covered the basics of BIM, how it benefits SMACNA members, and how it quickly gained a foothold among construction owners.

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  • Resource SMACNA Guide to Cost Recovery Rates Spreadsheet

    SMACNA Guide to Cost Recovery Rates Excel Spreadsheet

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  • Resource SMACNA Guide to Cost Recovery for Sheet Metal and HVAC Equipment

    The SMACNA Guide to Cost Recovery for Sheet Metal and HVAC Equipment is researched and published by Equipment Watch. The use of EquipmentWatch data or information, whether from this publication or from any other material supplied by EquipmentWatch or from other parties, may not be used in any type of legal or administrative proceedings without the express authorization of an officer of EquipmentWatch in advance and in writing.

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  • Resource Guide for Implementation of Total Quality Management for Sheet Metal and Air Conditioning Contractors

    A SMACNA contractor wasn’t getting accurate labor coding from job sites so they couldn’t monitor job cost progress. A team made up of a cross-section of field, accounting and estimating personnel was created to analyze the problem and recommend a solution. The team’s solution was to modify work code numbers and make them project-specific. The codes to be used are identified during pre-job meetings.

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  • Resource Contractor Operations Manual

    Contract Operations Manual comprising nine PDFs (Members Only)

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