DELEGATION ORDER

Retrainee Job Creation Training Proposal for:

Guidewire Software, Inc. Fast Track < $100,000 ET13-0375

Delegation Order #: May 2013-1 Approval Date: May 9, 2013 ETP Regional Office: San Francisco Bay Area CONTRACTOR
Type of Industry: Technology/Other Services Priority Industry: Number of Full-Time Employees California: 395 Worldwide: 1,025 Number to be trained: 207 Owner Yes No Mgr/Supr 25 Frontline 182 Out-of-State Competition: Special Employment Training: High Unemployment Area: Turnover Rate: Repeat Contractor: Substantial Contribution: NAICS Code Eligible Yes Yes 10% Yes Yes No No No No Yes No

Analyst: T. Teles

FUNDING
Requested Amount: In-Kind Contribution: $97,120 $216,485

ETP130 FT (02/05/13)

1 of 3

Guidewire Software, Inc.

ET13-0375

TRAINING PLAN TABLE

Range of Estimated Hours No. of Trainees Class / CBT Lab
170 24-200 24 37 24-200 32 0-20 $640 $17.40 0-20
Weighted Avg:

Job No.

Job Description

Type of Training

Average PostCost per Retention Trainee Wage

$432 $17.40

Retrainee Priority Rate

Advanced Tech., Business Skills, Computer Skills, Continuous Impr. Advanced Tech., Business Skills, Computer Skills, Continuous Impr.

Retrainee Job Creation Initiative

Weighted Avg:

Reimbursement Rate: County(ies): Occupations to be Trained:

Job #: 1 Job #: 2

$18 Priority Retraining $20 Job Creation/Retrainee

San Mateo Corporate Support Staff, Finance/Accounting Staff, Information Technology Staff, Marketing/Sales Staff, Product Development, Engineering, Supervisor, Manager Yes No N/A N/A

Union Representation:

Health Benefits: Electronic Recordkeeping:

SUBCONTRACTORS
Development Services: Training Funding Partners (TFP) in Fountain Valley assisted with development of this proposal for a flat fee of $5,800. TFP will also provide administrative services for a fee not to exceed 11% of earned amount. To Be Determined

Administrative Services:

Training Vendors:

OVERVIEW
Founded in 2001, Guidewire Software, Inc. (Guidewire) designs and develops software products for property and casualty insurance companies (www.guidewire.com). The software program and packages support clients operations, such as underwriting, policy administration, claims management and billing. Guidewire develops configurable applications that are deployed either on-premise or in cloud environments.

ETP130 FT (02/05/13)

2 of 3

Guidewire Software, Inc.

ET13-0375

Guidewire representatives report that changes affecting the company are driven by customer demands for new products and services, industry changes (i.e., changes in technologies and available architectures), and expansion into new markets worldwide. Guidewires clients need to automate to provide their customers with new platforms (i.e, self-service and real-time transactions) that will help the client/insurer compete for business, and improve quality and customer service. Guidewires focus is on customer retention and growth through improved service, new products, and technology investments. To better deal with changes, Guidewire is requesting ETP funding to train 170 current employees and 37 newly-hired employees. To remain competitive and grow, Guidewire is building applications and using new technologies. As Guidewire acquires customers, it must maintain high standards throughout its partner network, vendor network and customer base. Training Plan Training is scheduled to begin in June 2013 and be delivered using class/laboratory, e-learning, and computer-based training methods. Training will be provided primarily by in-house staff. Training vendors will be used for situations where in-house staff doesnt have the necessary expertise. Business Skills training will be offered to all occupations to enable them to better meet customer requirements and implement the companys business strategies. Computer Skills training will be offered to all occupations to help boost productivity levels and overall operating efficiency by enabling them to work with new systems. Continuous Improvement training will be offered to all occupations to enable staff to be highly effective in team environments; and improve the companys leadership and change management capabilities. Advanced Technology Guidewire requests the Advance Technology (AT) rate of $26 per hour. AT training is highly technical. Trainees will be from the Information Technology Staff, Product Development, and Engineering. The training necessary for these advanced skills requires the use of costly subject-matter-expert vendors, or the time of highly skilled internal trainers/internal subjectmatter experts. Depending on the types of systems involved and the subject matter expertise required, AT training costs range from $104 to $187 per hour, per trainee. The trainer-to-trainee ratio is 1:10 for AT, to allow in-depth coverage and personal attention from the instructor. Retrainee - Job Creation The Panel offers incentives to companies that commit to hiring new employees. Training for newly hired employees is reimbursed at a higher rate and trainees are subject to a lower postretention wage. To be eligible for reimbursement, the trainees must be hired within the threemonth period prior to Panel approval or during the term of contract. Guidewire has committed to hiring 37 new employees (Job Number 2).

RECOMMENDATION
Staff recommends approval of this proposal.

ETP130 FT (02/05/13)

3 of 3

Guidewire Software, Inc.

ET13-0375

Exhibit B: Menu Curriculum Class/Lab/E-Learning Hours 24-200 Trainees may receive any of the following: BUSINESS SKILLS Business/Technical Writing Skills Communication Skills Consulting Skills Conflict Resolution/Conflict Management Customer Service Skills Finance/Accounting Skills Fundamentals of Intellectual Property Marketing/Sales Skills New/Upgraded Products Negotiation Skills Presentation/Facilitation Skills Time Management Skills Train-the-Trainer COMPUTER SKILLS Agile Principles for non-technical Employees Guidewire Insurance Suite HR Information Systems/HCM (Human Capital Management) System Skills Intermediate/Advanced Microsoft Office Suite Microsoft Project CONTINUOUS IMPROVEMENT Change Management Coaching/Mentoring Skills Leadership Skills Project/Program Management Team Building/Effectiveness AT Hours 0-40 ADVANCED TECHNOLOGY Administering System Center 20123 Configuration Manager Administering Windows Server 2012 Agile Development Cloud Computing Database Management Dynatrace Performance Testing Tool Gosu Test Automation Guidewire Application System Configuration/Integration HR Information Systems/HCM (Human Capital Management) Software as a Service (SaaS) technology application Htosos Database Tuning Implementing Desktop Application Environments Installing and Configuring Windows Server 2012
ETP 100 Fast Track (02/05/13) Exhibit B 1 of 3

Guidewire Software, Inc.

ET13-0375

CBT Hours 0-20

Introduction to Mac OS X v10.8 Java/J2EE Programming Mac OX X Support Essentials v10.8 Managing and Maintaining Windows 8 Network + Security+ Software Testing Systems Administration and Network Engineering

BUSINESS SKILLS Accounting Fundamentals (9 hours) Business Writing Basics (3 hours) Customer Service Fundamentals (6 hours) Effective Time Management (4 hours) Emotional Intelligence (3 hours) Field Sales Skills (2 hours) Interpersonal Communications (5 hours) Listening Essentials (2 hours) Managing Your Career (5 hours) Marketing Essentials (4 hours) Negotiation Essentials (5 hours) Organizational Behavior (4 hours) Sales Foundations (6 hours) Sales Management (2 hours) Workplace Conflict (2 hours) COMPUTER SKILLS Advanced MS Word Using Themes, Backgrounds, Watermarks, and Quick Parts in Word 2010 (1 hour) Adding Tables of Contents, Footnotes, Hyperlinks, and Bookmarks in Word 2010 (1 hour) Forms, Fields, and Mail Merge in Word 2010 (1 hour) Managing, Inspecting, and Recovering Word 2010 Documents (1 hour) Creating and Formatting Tables in Word 2010 (1 hour) Manipulating Tables in Word 2010 (1 hour) Embedding Charts and Tables into Word 2010 (1 hour) Advanced Microsoft Excel (1 hour) Customizing Visual Elements in Excel 2010 (1 hour) Customizing Workbook Settings, Conditional Formatting, and Number Formats (1 hour) Organizing Data and Objects in Excel 2010 (1 hour) Ensuring Excel 2010 Data and Formulas are Right (1 hour) Automating Excel Tasks using Macros (1 hour) Analyzing Data with What-if Analysis (1 hour) PivotTables and PivotCharts in Excel 2010 (1 hour) PivotTable Filters, Calculations, and PowerPivot (1 hour) Agile Software Development (4 hours) CompTIA Server + 2009 (14 hours)
ETP 100 Fast Track (02/05/13) Exhibit B 2 of 3

Guidewire Software, Inc.

ET13-0375

CompTIA Server + 2011 (14 hours) CompTIA Server + 2012 (14 hours) Designing and Hosting a Web Site (3 hours) Introduction to Ajax Development (3 hours) JavaScript Fundamentals (9 hours) Microsoft Windows 7: First Look for IT Professionals (1.5 hours) Microsoft Windows Server 2008: New Features (2 hours)

CONTINUOUS IMPROVEMENT Business Coaching Essentials (7 hours) Dealing with Organizational Change (3 hours) Developing a Culture of Learning (1 hour) Developing Strategic Thinking Acumen (3 hours) Effective Delegation (2 hours) First Time Manager Essentials (2 hours) Getting Results without Direct Authority (4 hours) IT Project Management Essentials (5 hours) Leadership Essentials (10 hours) Leading and Implementing Sustainable Green Business Strategies (6 hours) Leading Teams (10 hours) Management Essentials (7 hours) Project Management for Non-Project Managers (14 hours) Project Management Fundamentals (5 hours) Technical Management Essentials (3 hours) The Fundamentals of Globalization (2 hours)

Note: Reimbursement for retraining is capped at 200 total training hours per trainee, regardless of the method of delivery. CBT is capped at 50% of total training hours, per trainee.

ETP 100 Fast Track (02/05/13) Exhibit B

3 of 3