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US DOT Bonding Education Program - Portland, OR


Thursday, October 4, 2012 at 6:00 PM - Thursday, November 8, 2012 at 9:00 PM (PDT)

Portland, OR

US DOT Bonding Education Program - Portland, OR

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Event Details


Weekly Class Schedule

6:00-6:30 PM Presentation by Project Owners, Prime Contractors, Resource Agencies, and other entities

6:30-8:30 PM Classroom Instruction

8:30-9:00 PM Q & A and Networking


Dinner generously provided by Skanska



Week 1: Thursday, October 4, 2012


Bonding Education Program Kick-Off: Opening remarks by Oregon Department

 of Transportation (ODOT), US DOT Office of Small and Disadvantaged

 Business Utilization (OSDBU), OAME and Orientation by Bond & Insurance Producers


ODOT: Matthew Garrett, Director of ODOT &Michael Cobb, Manager Office of Civil Rights

OSDBU: Ed Cafiero

OAME: Sam Brooks

Bonding Producers: Brent Olson, Chris Reburn, Joel Dietzman, Don Shanklin  

This workshop includes an overview of the Bonding Education Program and its implementation; a presentation of current procurement opportunities; and the scheduling of an initial intake interview with a local surety professional.


Week 2: Thursday, October 11, 2012


Port of Portland: Angela Watkins, Small Business Development Program Manager

SWCA: Mike Bomar, Executive Director                                                                                        Howard S Wright Construction

Business Planning and Management for Construction

By Tammy Marquez-Oldham & Sean Harry, Small Business Development Center Portland

This workshop focuses on such areas as assessing or reassessing the legal form of the company, developing a succession/business continuation plan, managing/controlling growth and assembling a business team.


Week 3: Thursday, October 18,2012


City of Portland : Loretta Young, Contractor Development Supervisor Bureau of Internal            Business Services                                                                                                                            Hoffman Construction : Jon Grasle , Purchasing Manager

Banking and Financing for Contractors 

By Gwen Lundgren from Umpqua Bank and joint presentation by Jorge Guerra from OAME and Bank of America & US Bank

This workshop addresses the need for capital equipment financing, how to determine working capital requirements, the use of lines of credit and establishing a banking relationship.


Project Management and Field Operations

This workshop focuses on project-specific activities, including hands-on advice at the job site. The workshop covers such topics as plan reading, estimating and bidding, types of contracts (lump sum, cost plus fee, etc.), common contract forms, project planning methods, job costing and scheduling, management of subcontractors, the proper expedition of change orders, and measuring project performance. On the field operations side, the workshop covers setting up the job site and on-going job site operations.


Week 4: Thursday, October 25, 2012   


Multnomah County: John Classen, MSWESB & Workforce Program Specialist                          Oregon Metro: Michelle DePass, Senior Procurement Analyst, MWESB Finance and Regulatory Services

Kiewit Infrastructure Group: Dennis Ahl, Contract Administrator, Kiewit Bridge and Marine, Jim Dilworth, District Manager


Bonding & Insurance for New and Emerging Contractors

 By Erin Bullard& Stacey Poirer– Underwriter, Travelers Surety Kevin Cusick – Underwriter, CBIC (presentation on SBA bonding)

 This workshop focuses on what surety bonds are and the various types of surety bonds, how to begin the process of obtaining a bond, the role of the agent/producer and underwriter, the prequalification process, the 3 “C’s” – capital, capacity and character, the costs of bonding, and how to develop a surety bond relationship.

Claims and Dispute Resolution

 By Darien Loiselle & Catherine Brinkman – Attorney, Schwabe, Williamson and Wyatt

 This module focuses on such areas as mechanic’s liens, the claims process under Miller Act payment bonds, the various mediation services and approaches available to a contractor in a dispute, the arbitration provision in standard form construction contracts and what it means, and when and under what circumstances does one consider litigation.


Week 5: Thursday, November 1, 2012


Trimet : Johnell Bell, Director of Equity and Diversity.                                                                           Stacy Witbeck

Marketing, Estimating, and Bidding

 By Skanska, NW Diversity Manager

The marketing portion of this workshop focuses on such areas as identifying core company capabilities and determining company capacity, developing a marketing plan, identifying targets of opportunity, and making sales calls and visits.


Construction Accounting & Financial Management

 By Tracy Allen & Linda Spongberg– CPA, AKT

This workshop focuses on basic construction accounting concepts and will provide an overview –from job costing to financial reporting – as well as construction– specific practices that introduce the contractors to construction accounting fundamentals. These fundamentals include: debits and credits and how they work, accounting for job cost, work-in progress (WIP schedules, percentage-of-completion revenue recognition, and developing financial statements.


Week 6 : Thursday, November 8, 2012


Governor's Office of Economic & Business Equity : Cheryl Myers                                                          ODOT Procurement Division: John Downing, ESB Program Manager                                                    Oregon GCAP: Lisa Brookshier & Carroll Bernard


Informational Session about Governor’s Marketplace, tools & resources e-Procurement ORPIN 2.0 Update


Managing Growth

This workshop identifies the most common reasons why contractors, especially small contractors, fail. The workshop also provides suggestions and approaches as to how to avoid these situations and the various management approaches and techniques that help to ensure contractor success.


Networking With Project Owners, Prime Contractors, Resource Agencies & Other Entities



Download here for Bonding Education Program Flyer


Please email registration form here to






Have questions about US DOT Bonding Education Program - Portland, OR? Contact NW SBTRC

When & Where

OAME Center
4134 N Vancouver Ave
Portland, OR 97217

Thursday, October 4, 2012 at 6:00 PM - Thursday, November 8, 2012 at 9:00 PM (PDT)

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The Office of Small and Disadvantaged Business Utilization (OSDBU) enters into successful partnerships with non-profit organizations such as, chambers of commerce, trade associations, educational institutions and business-centered community-based organizations to operate the Small Business Transportation Resource Centers (SBTRCs). The SBTRCs work closely with state and local transportation agencies located in their jurisdictions. They also assist firms that are interested in doing business with US DOT directly or with state, or local agencies receiving DOT funding.

Type of Services Provided

  • Business Analyses, Market Research
  • General Management & Technical Assistance
  • Business Counseling
  • Planning Committees
  • Outreach/ Conference Participation
  • Loan and Bond Assistance
  • Women & Girls Internship Program


Eligible small businesses

  • 8(a) firms
  • disadvantaged business enterprises (DBE)
  • women owned small business (WOB)
  • HubZone
  • service disabled veteran owned business (SDVOB)
  • veteran owned small business (VOSB)
  Contact the Organizer

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