Board of Directors Report - April 19, 2016

TABLE OF CONTENTS AGENDA & FINANCIALS ................................................................................................................................................... 2 BOARD MEETING AGENDA .............................................................................................................................. 2 TREASURER’S FINANCIAL REPORT .................................................................................................................. 3 MEETING MINUTES FROM JANUARY 21, 2016 .............................................................................................................. 5 BOARD INFORMATION .................................................................................................................................................... 17 2016 BOARD OF DIRECTORS ........................................................................................................................... 17 2016 BOARD GOVERNANCE............................................................................................................................ 18 2016 HEP AMBASSADORS ................................................................................................................................ 19 2016 HEP BOARD MEETING CALENDAR .................................................................................................... 20 NATIONAL DIRECTOR’S UPDATE ................................................................................................................................. 21 JANUARY 2016 REPORT .................................................................................................................................... 22 FEBRUARY 2016 REPORT ................................................................................................................................. 27 ARIZONA REGIONAL SUMMIT MEETING ..................................................................................................... 31 GRANT AWARDEES’ PROGRESS REPORTS ................................................................................................................... 34 2016 GRANT APPLICATION DEADLINES & ANNOUNCEMENT DATES ................................................................. 35 GRANT APPLICATIONS AT-A-GLANCE ........................................................................................................................ 36 GRANT APPLICATION SUMMARIES ............................................................................................................................... 38 FULL GRANT APPLICATION MATERIALS ..................................................................................................................... 56 WEBSITE GRANT APPLICATION PROCESS .................................................................................................... 56 MCPHERSON COLLEGE*.................................................................................................................................. 57 PENNSYLVANIA COLLEGE OF TECHNOLOGY (PCT)* ............................................................................... 62 THE LEARNING CENTERS AT FAIRPLEX*..................................................................................................... 80 GIG HARBOR BOATSHOP* .............................................................................................................................. 95 INTERNATIONAL YACHT RESTORATION SCHOOL, SCHOOL OF TECHNOLOGY AND TRADE (IYRS)* ................................................................................................................................................ 112 MAINE MARITIME ACADEMY (MMA)* ....................................................................................................... 133 SEAN HUNTER ................................................................................................................................................. 145 CHICAGO, IL AND SCOTTSDALE, AZ ......................................................................................................................... 148 JANUARY 5TH, 2016 HEPPY HOUR PROGRAM BOOK ................................................................................ 148 UNDER THE HOOD – JUMPSTARTING 2016 ............................................................................................... 150 ARIZONA CAR WEEK FOR HIGH SCHOOL CAR LOVERS FLYER ............................................................ 152 CARS AND CAPITAL MARKETS PROGRAM BOOK ...................................................................................... 152

* = Previous Grant Applicant April 2016

Table of Contents

Page 1

BOARD MEETING AGENDA

Tuesday, April 19th, 2016 Dial-In Call Dial-In Number: 253-683-3975 Passcode: 0104223# 10:00am – 11:30amCT I. Chairman’s Welcome and Remarks – David Madeira II. Approval of January 21st, 2016 Board Meeting Minutes – David Madeira III. 2016 Financial Update – Dan Beutler IV. National Director’s Update – Diane Fitzgerald V. Grant Applications Review – Diane Fitzgerald VI. Grant Application Deadlines – Diane Fitzgerald VII. Closing Remarks – David Madeira

April 2016

Board Meeting Agenda

Page 2

TREASURER’S FINANCIAL REPORT

April 2016

Treasurer’s Financial Report

Page 3

April 2016

Treasurer’s Financial Report

Page 4

MEETING MINUTES FROM JANUARY 19, 2016

April 2016

Meeting Minutes from January 21, 2016

Page 5

April 2016

Meeting Minutes from January 21, 2016

Page 6

April 2016

Meeting Minutes from January 21, 2016

Page 7

April 2016

Meeting Minutes from January 21, 2016

Page 8

April 2016

Meeting Minutes from January 21, 2016

Page 9

April 2016

Meeting Minutes from January 21, 2016

Page 10

April 2016

Meeting Minutes from January 21, 2016

Page 11

April 2016

Meeting Minutes from January 21, 2016

Page 12

April 2016

Meeting Minutes from January 21, 2016

Page 13

April 2016

Meeting Minutes from January 21, 2016

Page 14

April 2016

Meeting Minutes from January 21, 2016

Page 15

April 2016

Meeting Minutes from January 21, 2016

Page 16

2016 HEP BOARD OF DIRECTORS

Dan Beutler Hagerty 141 Rivers Edge Traverse City, MI 49684 Direct: 231.933.3760 Mobile: 231-357-2145 Email: dbeutler@hagerty.com

Paul E. Miller LeMay – America’s Car Museum 2702 East D Street Tacoma, WA 98421 Bus: 253-779-8490 ext. 1006 Mobile: 253-219-7285 E-mail: Paul.Miller@americascarmuseum.org

Dawn Fisher MFD Classic Cars 1701 Park Drive Traverse City, MI 49686 Mobile: 231.883.7007 Email: dawn@mfdclassicmotors.com

Jim Menneto Hemmings Motor News 222 Main Street Bennington, VT 05201 Bus: 802.447.9508 Mobile: 802.578-6801 Email: jmenneto@hemmings.com

Keith Flickinger Precision Motor Cars, Inc. 808 North Fenwick Avenue Allentown, PA 18109 Bus: 484.239.8566 Mobile: 484 239.8566 Email: kflickinger@americascarmuseum.org

T. G. Mittler 830 Gonzales Road Sante Fe, NM 87501 Mobile: 505.603.7452 Home: 505.820.6014 Email: tgmittler@yahoo.com

McKeel Hagerty Hagerty 141 Rivers Edge Traverse City, MI 49684 Direct: 231.933.3733 Mobile: 231.883.3773 Email: mckeel@hagerty.com

Clint Sly Hagerty 141 Rivers Edge Traverse City, MI 49684 Direct: 231.932.9932 Mobile: 727.638.1917 Email: clint@hagerty.com

David Madeira LeMay – America's Car Museum 2702 East D Street Tacoma, WA 98421 Bus: 253.779.8490 ext. 1001 Mobile: 253.985.0058 E-mail: dlm.ceo@lemaymuseum.org

Mike Stowe Great Lakes Motor Works 976 East Division Boyne City, MI 49712 and PO Box 402, 1345 M-75 South Boyne City, MI 49712 Bus: 231.582.9100 Mobile: 231.622.1061 Email: mike@rmstowe.com

April 2016

2016 HEP Board of Directors

Page 17

2016 BOARD GOVERNANCE

I. Officers A. Chairman David Madeira B. Vice Chair T.G. Mittler C. Treasurer Dan Beutler D. Secretary Mike Stowe II. Board Classes A. Class of 2016 1. McKeel Hagerty 2. David Madeira 3. Mike Stowe B. Class of 2017 1. Clint Sly 2. Keith Flickinger 3. T.G. Mittler

April 2016

2016 Board Governance

Page 18

2016 HEP AMBASSDORS

Patrick Barnes Community College Instructor, Retired ACM Volunteer Portland, OR and Indio, CA

Josh Baum Conservator, Private Collection Goleta, CA

Herb Clark Automotive Club of Sun City, Founder Sun City West, AZ

Drew Feustel NASA Astronaut Houston, TX

Ryan Levesque Restoration Carchaeologist, Kip Motor Company (First HEP Apprentice) Dallas, TX

Bud McIntire Director of Student Services at Great Lakes Restoration Shop, Retired Winston Salem, NC

Stephen Murphy Collection Manager, Private Collection

Stacy Puckett Restoration Specialist, Classic & Exotic Services, Inc. Detroit, MI

Chicago, IL Burt Richmond LeMay – America’s Car Museum Board of Director, Retired Chicago, IL

David Rising Automotive Engineer Stuttgart, Germany (Former Tacoma, WA Resident)

Lyn St. James Indy Racer Phoenix, AZ and Indianapolis, IN

April 2016

2016 HEP Ambassadors

Page 19

2016 HEP BOARD MEETING CALENDAR

MONTH

MEETING/ PURPOSE

LOCATION

DATE

TIME

Grant Application Deliberations

Dial-In Call

Thursday January 21, 2016

10:00am 11:30amCT

Grant Application Deliberations

Dial-In Call

Tuesday April 19, 2016

10:00am 11:30amCT

Grant Application Deliberations

Dial-In Call

Tuesday August 30, 2016

10:00am 11:30amCT

October

HEP Board Meeting (milestones, strategy)

Hershey, PA The Hershey Lodge

Thursday October 6, 2016

9-11amET; Executive Session 11-11:30am

December*

Grant Application Deliberations

Dial-In Call

Tuesday December 13, 2016

10:00am 11:30amCT

January*

April*

(Tuesday, December 15, 2015 Deadline)

(Tuesday, March 1, 2016 Deadline)

August*

(Friday, July 15, 2016 Deadline)

(Tuesday, November 1, 2016 Deadline)

2016 GRANT APPLICATION DEADLINES & ANNOUNCEMENT DATES

*2016 will have 4 grant deadlines, instead of the usual 3 annually, to accommodate those institutions and individuals who have budgeted the December 11, 2015 deadline into their Q4 plans.

Deadlines and announcement dates for 2016 are: Friday, December 11th, 2015 deadline  Thursday, January 28th, 2016 announcements Tuesday, March 1st  Tuesday, April 26th Friday, July 15th  Tuesday, September 6th Tuesday, November 1st  Tuesday, December 20th In 2017, we will return to 3 grant deadlines which will be similar early March – mid-July – early November

April 2016

2016 HEP Board Meeting Calendar

Page 20

NATIONAL DIRECTOR’S UPDATE: January & February

Highlights 1. $23,162 Cash Received = 412 Individuals a. $4,029 = Hagerty Policyholders (395 people) b. $19,133 = 19 individuals 2. $20,000 Announced from collector Richard Driehaus (personally) 3. 3,859 Miles Travelled: Kansas, Missouri, Arizona 4. 6 Speaking Engagements (Arizona Car Week) heard by 1,380 people 5. 36 Face-to-Face Meetings with Founders and other donors, prospects 6. Hosted 2 HEPpy Hours = 150 attendees; $5,200 donations (embedded above) 7. Hosted High Schools (Arizona Concours, Barrett-Jackson) = 92 students/teachers 8. Initiated Outreach to 9,082 people = 5500 Hagerty Policyholders + 3100 Car Clubs + 300 Restoration Shops + 32 Prospects 9. Expanding Major Donor/Prospect List to include HEP Ambassadors’ suggested major donors, with access to them (11 Ambassadors in 10 States) 10. Engaged meaningfully with 3 grant awardees = Pennsylvania College of Technology (recruiting meeting, April site visit) + Central Carolina College (HEP scholars to Pinehurst Concours with Bud McIntire) + Lyons Township High School (Penn College outreach and field trip, Chicago shops field trip) 11. Initiated Regional Summit Meeting Discussions with East Valley Institute of Technology’s Superintendent, Sally Downey – a daylong meeting with regional schools, administrators, shops, clubs, collectors, event organizers plus national contributors (Penn College, SEMA) to explore developing automotive restoration curriculum at EVIT; secured date and working on save-thedate and meeting logistics (May 4th) 12. Continued The Apprenticeship Program Development – with HEP Board Committee of Three (Keith Flickinger, Clint Sly, Diane Fitzgerald) discussing and refining definitions, shop skills required and shop input

April 2016

National Director’s Update

Page 21

HEP at ACM JANUARY 2016 REPORT

Overview: Strategic Priorities 13. Fundraising & Programs: Expand, leverage and shape; localize with Founders and donors 14. Grants: Increase funding, keep recruiting strong grant candidates and study how HEP funding impacts the industry 15. Marketing & Communications: Take lead as industry influencer and creator of market-relevant programs, continue with “pen pal” approach with constituent relationships 16. Events & Meetings: Get and keep the conversation going, collaborate 17. Administrative: Improve processes and extend reach 18. 2016 Industry Concentration: Hot Rods and Historic Racing January Highlights 19. 3,539 Air Miles + 320 Road Miles Travelled: Kansas City, KS; St. Louis, MO; Phoenix, AZ; Sun City West, AZ; Chicagoland 20. 50 postal mailings/packages sent to Founders, donors and prospects 21. 1 HEP Board Meeting, receiving 17 grant applications, reviewing 9 “funding fit” grant applications, and awarding $83,000 to 7 institutions 22. Visited face-to-face with 36 Founders, donors and prospects, face-to-face: 8 (Kansas City) + 10 (St. Louis) + 12 (Scottsdale) + 6 (Chicago) 23. Worked directly with 12 students/graduates and their families: a. 4 high school seniors/parents across the US about post-secondary education; 2 with dialin calls with Pennsylvania College of Technology b. 6 Chicagoland high school juniors and seniors with restoration shop site visits for possible seasonal employment c. 1 St. Louis, MO college student/HEP intern, who worked the Arizona Car Week with HEP d. 1 Southern Illinois college graduate 24. Hosted 2 HEPpy Hours with materials, including remittance forms, and received $5,200 in donations from 5 new donors a. Chicago, IL (with presentation, 110 people) b. Phoenix, AZ (with presentation, 40 people) 25. National Director was a guest speaker at 6 speaking engagements during Arizona Car Week, January 22-31, heard by a total of 1,380 people a. Phoenix Automotive Press Association’s Annual Auction Week Preview – panelist (substituted for Mark Gessler, with Dave Kinney, Don Williams, John Carlson)(audience = 250 people) b. East Valley Institute of Technology (EVIT) All-Department Assembly – Guest Speaker (audience = 75 high school auto tech students/teachers) c. East Valley Institute of Technology (EVIT) All-Department Assembly – Guest Speaker (audience = 125 high school auto tech students/teachers) April 2016

January 2016 Report

Page 22

d. HEPpy Hour with Presentation at Lyn St. James’ home (audience = 40 people) e. Grand Opening, John S. Chaney Restoration Facility, Sun City West – Guest Speaker (substituted for Lyn St. James)(audience = 890 people) f. West MEC All School Assembly (audience = 150 high school auto tech students/teachers) 26. Hosted 4 Phoenix-area High Schools at The Arizona Concours, 9am-4pm (with 3 seminars + 2 guided tours, 27 students/teachers/chaperones) 27. Hosted 4 Phoenix-area High Schools at Barrett-Jackson on Saturday, January 30, all day (with presentations, 65 students/teachers/chaperones) 28. 2 HEP displays at The Arizona Concours and ClassicCars.com’s First Annual Future Classics Car Show Fundraising & Engagement Updates: 2016 is HEP’s “thank you” year and the year that we’ll keep the momentum going.

The fundraising focus of Q4 2015 continued as the new year began with a bang – January 2-3 trip to Kansas City and St. Louis for The Drive Home before returning to Chicago to host Stop #10 of The Drive Home with our first HEPpy Hour of 2016 on January 5th.

29. HEPpy Hours are designed to be brief fundraising events and we received more than $3,000 in donations in Chicago on January 5th.

30. One of those donors, Anne Ivanhoe (NY), is interested in hosting a HEPpy Hour at her garage in Bedford Hills, NY sometime during the summer.

31. On January 26th, we hosted HEP’s second HEPpy Hour, this time in Phoenix, AZ where we received $2,200 in donations from event attendees.

32. Attempts are being made to set a date for the presentation of a $1,500 check to HEP from the Chicagoland Automobile Dealers Association, awarded in December.

33. Continental Motors Matching Challenge included in Continental Motors’ January newsletter; reached goal of $6,000 to match Lisa & John Weinberger’s gift of $6,000 34. 38 Barrett-Jackson Auction tickets (Saturday, January 30th) – in-kind contribution valued at $1,900 35. 28 Meaningful Outreach Efforts & Follow-Ups: Dean & Allison Rogers, Richard Driehaus, Philippe & Francoise Reyns, Steve Schmidt, Keith & Sheila Owen, Car Guys of Kansas City, Don & Linda Kloth, Herb & Patti Clark, Ron Pruette 36. Hagerty Policyholders’ Donations for January: Total Donation = $2,054.00 Total People Donating = 176 Breakout of Donations: 1 $132.00 2 22 $25.00 15 108 $5.00 Geography Breakout: CA 17 FL MD 8 MI NY 19 OH PA 11 TX April 2016

$100.00 $10.00 8 9 7 11

January 2016 Report

Page 23

2016 January 2016 $2,054 total

Februa ry 2016

March 2016

April 2016

May 2016

June 2016

July 2016

August 2016

donations

176 policyholders

September 2016

October 2016

November 2016

December 2016

TOTALS $2,054 176

2015 January 2015

Marc h 2015

April 2015

May 2015

June 2015

July 2015

$1,929 total

Febru ary 2015 $2,308

$2,721

284

335

516

$3,44 4 563

$3,04 3 532

$3,55 5 464

$3,41 1 349

September 2015 $2,913 225

October 2015 $2,060 209

donations

policyholders

November 2015 $2,391 138

December 2015 $1,402 139

Augus t 2015 $3,202 332

TOTALS $32,379 4,086

37. Met with Chicagoland restoration shop owners about internships and apprenticeships – Stephen Murphy (Chicago Vintage Motor Carriage) and Kevin Tully/Chad Hill (Hot Rod Chassis & Cycle, strongly affiliated with SEMA) 38. Hosted Rachel Martie and her family in Diane & Burt’s Guest Apartment for a weekend in Chicago before her two shop interviews Grants Administration Updates: Getting & Staying Organized Utilizing HEP’s Funding Philosophy and “funding fit” guidelines for funding decisions while tracking and reporting on the impact of HEP’s grants.

December 15th was a grant deadline. Grants were presented and deliberated on January 21, 2016 via dial-in call. Participation was reduced because of a snow storm on the East Coast and Board members travels to Scottsdale, AZ for Arizona Car Week.

39. 17 grant applications were reviewed by HEP staff in January 40. Of those 17, 9 were “funding fits” and presented to the Board at-a-glance, in summary and with full grant applications 41. 7 institutions were awarded $83,000

April 2016

January 2016 Report

Page 24

42. Calls to all 17 applicants were made to announce the results of the Board Meeting, including HEP Apprentice, Joe Kretz Of the 8 non-funding fits, 3 are potential future funding fits and plans were made for following up in advance of the March 1st deadline 43. Explored the flow of money for Pennsylvania College of Technology graduate, Joe Kretz 44. Reached out to College of DuPage, Laguna Hills High School has not contacted HEP about the changing circumstances in the auto tech department. The school was awarded $5,000 at the October 8, 2015 Board Meeting in Hershey, PA. Marketing & Communications Updates: Push, don’t just post!!!

45. Publications - Editorial a. EnROUTE content announced HEP’s activities for January plus made an appeal for donations b. Classic Car magazine’s PATHWAY TO CAREERS focused on Central Carolina College and was reviewed for publication c. ClassicCars.com https://news.classiccars.com/eye-candy-larrys-wild-ride-arizonaauction-week/; https://news.classiccars.com/classiccars-com-hosts-inaugural-futureclassics-car-show/ d. The Nomad Post (Chevrolet Nomad Association) – The Drive Home, HEP e. OpenRoad content was under development 46. Publications – Advertising a. The Nomad Post (Chevrolet Nomad Association) – full page ad b. CORSA Communique (Corvair Society of America) – in discussion c. Rusty Nails (Automotive Restoration Club of Sun City West) – in discussion d. Hemmings (4 publications) e. Vintage Racing Quarterly (SVRA) f. SVRA Program Book (Spring Mountain Motorsports Ranch – Dual In The Desert with VARA) g. Arizona Concours Program Book 47. Social Media (TBD) 48. Website (TBD) 49. Collateral Materials a. 500 Arizona Concours gift bags – rack cards, stickers b. 2 Invitations – HEPpy Hours on January 5th and January 26th c. 1 HEPpy Hour Program Book – January 5th d. 3 Remittance Flyers – 2 HEPpy Hours + Concours e. Arizona Car Week for High School Car Lovers flyer f. 80 Story reprints to Penn College g. Under The Hood 2-pager 50. America’s Automotive Trust – HEP, renaming/rebranding, stand-alone entity (not part of ACM)

April 2016

January 2016 Report

Page 25

Events & Meetings Updates: Maximizing facetime meaningfully and using this goal when prioritizing.

51. January was chock-full of meaningful, face-to-face or “unique” dial-in meetings: a. January 4th Borelli Motor Sports b. January 5th HEPpy Hour, The Collectors’ Car Garage, Chicago (110 attendees, 2 photographers/videographers) c. January 7th Bobby Mudd, HEP Intern at Arizona Concours d. January 8th The Ford Fund with Jim Graham, Lyn St. James e. January 9th Women of Industry Dial-In Meeting with Rachel Martie (IL) f. January 16th Career Planning Dial-In Meeting with Anthony DiLiberto (NJ) and his parents g. January 21st HEP Board Meeting h. January 23rd Concours Seminar Day – Phoenix Automotive Press Association panelist, HEP display with raffle (Winner: Drue Nixon, Martin Auto Museum Inc.) i. January 24th Arizona Concours d’Elegance with HEP display, 3 seminars, 2 guided tours j. January 25th EVIT (East Valley Institute of Technology) Visit, ClassicCars.com Future Classics Car Show k. January 26th HEPpy Hour, Lyn St. James’ Home, Phoenix (40 attendees) l. January 27th Grand Opening, John S. Chaney Restoration Center, Automotive Restoration Club of Sun City West, guest speaker (1,200 attendees, 2 photographers/videographers) m. January 28th HEP Brand Discussion, ARC of SCW exploration of Restoration Boot Camp program Administrative Updates: Maintaining organization and cultivating resources, especially volunteer ambassadors around the United States and internationally.

52. 2016 Budget & Plan review and finalized 53. HEPpy Hour Invitee Lists + RSVP-tracking 54. January 21st HEP Board Meeting materials prepared, produced and disseminated – NEW! Magazine-style format for digital version of The Board Book.

55. Arizona Car Week Follow-Ups – enter business cards in worksheet/workbook, add to Business Card Binder 56. Coordinated with volunteers for data entry – continuing with Hagerty Policyholders but adding Moves Management updates and new contact records Short Term Goals/Priorities: 1) Clearly communicate the differences and detailed processes related to internships, apprenticeships and funding them; 2) As much as we can with the schools, monitor work-based experiences (do-it-yourself internships) or voting to not provide gap funding for them; 3) Do not delay major donor fundraising, which is all relationship-based and time intensive; and 4) Leverage the turnkey aspects of processes and procedures implemented in 2015, enjoying the efficiencies that resulted.

April 2016

January 2016 Report

Page 26

HEP at ACM FEBRUARY 2016 REPORT

Overview: Strategic Priorities 57. Fundraising & Programs: Expand, leverage and shape; localize with Founders and donors 58. Grants: Increase funding, keep recruiting strong grant candidates and study how HEP funding impacts the industry 59. Marketing & Communications: Take lead as industry influencer and creator of market-relevant programs, continue with “pen pal” approach with constituent relationships 60. Events & Meetings: Get and keep the conversation going, collaborate 61. Administrative: Improve processes and extend reach 62. 2016 Industry Concentration: Hot Rods and Historic Racing February Highlights 63. $15,970 Cash Received This Month = 225 Individuals a. $1,975 = Hagerty Policyholders (219 people) b. $13,995 = $1,770 + $2,225 (8 individuals) 64. $20,000 Announced This Month = $20,000 Richard Driehaus (personally) 65. 75 Miles Travelled: Chicagoland 66. 32 postal mailings/packages sent to donors and major donors 67. 2 Face-to-Face Meetings 68. Worked directly with 4 students/graduates and their families Fundraising & Engagement Updates: 2016 is HEP’s “thank you” year and the year that we’ll keep the momentum going.

69. 3 Direct Mail Appeals initiated: Hagerty Policyholders $10-$100 2015 donations + 3,100 Car Clubs + 289 Restoration Shops 70. 2 MailChimp Thank Yous with “Asks” initiated: HEPpy Hour January 5th, HEPpy Hour January 26th 71. Update Prospect List with names from HEP Ambassadors – John North, Henry Petronis (Bud McIntire); reviewed prospects with Dean Carrel, including Lynn & Kathy Sommers 72. Outreach to Founders, begun in December, had some good results in February, with some cash in the door and promises of pledge payments in the coming weeks.

73. Car Club Outreach: Paradice Classic Cruisers (CT), Porsche Club of America – Chicago Region (IL) 74. HEP Grant Awardee, Lyons Township High School, scheduled field trip to local shops with students/parents + dial-in call with Pennsylvania College of Technology 75. Pennsylvania College of Technology dial-in call with future students Anthony DiLiberto/parents (NJ) and James Sly (MO) resulted in a scheduled field trip to Williamsport, PA on April 15-16-17.

76. Central Carolina College at Pinehurst Concours (April 29-30) – tickets for HEP Scholars, with Bud McIntire April 2016

Arizona Regional Summit Meeting

Page 27

77. Organize travels for California North-to-South (May 16-17-18-19-20-21-22), McPherson College Car Show (April 30), Penn College Car Show (April 16) 78. Hagerty Policyholders’ Donations for February: Total Donation = $1,975 Total People Donating = 219 Breakout of Donations: 1 $80.00 1 $53.00 1 $50.00 25 $25.00 20 $10.00 138 $5.00 Geography Breakout: CA 27 FL 6 MD 7 MI 15 NY 19 OH 9 PA 15 WA 7

2016

January 2016 $2,054 total

Februa ry 2016 $1,975

176

219

donations

March 2016

April 2016

May 2016

June 2016

July 2016

August 2016

policyholders

September 2016

October 2016

November 2016

December 2016

TOTALS $4,479 395

2015 January 2015

Marc h 2015

April 2015

May 2015

June 2015

July 2015

$1,929 total

Febru ary 2015 $2,308

$2,721

284

335

516

$3,44 4 563

$3,04 3 532

$3,55 5 464

$3,41 1 349

September 2015 $2,913 225

October 2015 $2,060 209

donations

policyholders

November 2015 $2,391 138

December 2015 $1,402 139

Augus t 2015 $3,202 332

TOTALS $32,379 4,086

Grants Administration Updates: Getting & Staying Organized Utilizing HEP’s Funding Philosophy and “funding fit” guidelines for funding decisions while tracking and reporting on the impact of HEP’s grants.

79. March 1st Grant Deadline: Grant Support – Maine Maritime Academy, Gig Harbor BoatShop, IYRS April 2016

Arizona Regional Summit Meeting

Page 28

80. 9 Grant Awardees from January 21st Board Meeting being “processed” 81. Administrative Coordinator activity: Fielded 3 potential applicant inquiries + provided grant support to 5 institutions + received progress reports from 3 awardees + reminded 49 institutions about the March 1st grant application deadline + processed 9 grants Marketing & Communications Updates: Push, don’t just post!!!

82. Publications - Editorial a. EnROUTE content announced HEP’s activities for January plus made an appeal for donations b. Classic Car magazine’s PATHWAY TO CAREERS will focus on Jerry Smith and contact details were provided c. OpenRoad content – Lend a Helping Hand appeal 83. Publications – Advertising a. The Nomad Post (Chevrolet Nomad Association) – full page ad b. CORSA Communique (Corvair Society of America) – in discussion c. Rusty Nails (Automotive Restoration Club of Sun City West) – in discussion d. Panorama (Porsche Club of America) – in discussion e. Hemmings (4 publications) f. Vintage Racing Quarterly (SVRA) g. SVRA Program Book (2) 84. Social Media (TBD) 85. Website (TBD) 86. Artwork – Modified the “default” HEP advertisement, removing the blocks of color (updated versions sent to Hemmings, The Nomad Post) 87. Collateral Materials a. Under The Hood post-Arizona Car Week in-process b. Cars & Capital Markets Program Book c. Remittance Flyers updated and reproduced d. PowerPoint Presentation in-process e. OpenRoad story reprint produced f. Penn College rack cards 88. Market Data – Searching for relevant, meaningful market data about automotive restoration a. SEMA Online Career Center website launched b. SEMA Industry Employment Study c. Outreach to Dave Kinney, Jonathan Stein, Rob Sass, Mark Gessler Events & Meetings Updates: Maximizing facetime meaningfully and using this goal when prioritizing.

89. February was chock-full of meaningful, face-to-face or “unique” dial-in meetings: a. February 3rd SEMA & HEP, exploring with Nathan Ridnouer, Zane Clark b. Arizona Car Week Follow-Ups i. Nigel Matthews ii. Debbie & Greg Nel iii. Walt Brown iv. Mel Martin v. Kim Pierce vi. Kevin Cornish, Dana Rapoport c. February 5th + February 11th Bill Warner & Amelia Island and students, HEP panel discussion, 2017 April 2016

Arizona Regional Summit Meeting

Page 29

d. February 8th Masada Raceway Laguna Seca & Hartnell College, with Gill Campbell, Barry Toepke e. February 10th Confirm plans for presentation at Gallopin’ Gerties’ March 24th Meeting, Tacoma, WA f. February 12th Quarterly HEP Ambassador Dial-In Meeting – review 2016 HEP Plan, major donors, event schedule, profiles/photos g. February 16th Site Visit – The Klairmont Collection, Chicago (Andrew Vogel, Larry Klairmont) h. February 18th & February 26th HEP Board Committee of Three (Clint Sly, Keith Flickinger, Diane Fitzgerald) to explore the details of The Apprenticeship Program materials approved at the October 8, 2015 Board Meeting (definition, criterion for selecting shops) i. February 19th Paul Ianuario & Kiawah Island Motoring Retreat j. February 21st Robert Bronstein & Jaguar Club of Central Arizona re: Jaguar Club of North America’s Annual Meeting and Festival, Scottsdale, AZ (March 31-April 1-2-3) k. February 22nd EVIT, Sally Downey & HEP – Exploring new curriculum at EVIT, Arizona Department of Education l. February 24th HEP Brand/Name Change Dial-In Meeting m. February 25th Chesapeake Bay Maritime Museum Dial-In Meeting re: Major Donors and HEP grant n. February 25th Restoration Workforce with Debbie Nel (British Automotive Repairs, AZ) o. February 28th Restoration Shop-scene in Houston, TX-area with Jimmy Deister Administrative Updates: Maintaining organization and cultivating resources, especially volunteer ambassadors around the United States and internationally.

90. Staff Evaluation – 6-month review for Pam Dudley, Administrative Coordinator, required training refresher, rating competencies, providing comments, review results with Pam, review Pam’s comments and submit to HR 91. Volunteer Ambassadors’ Hours = 45 (California, Arizona, North Carolina) 92. Fundraising At-A-Glance Chart to track each month, similar to Grants At-A-Glance – inprogress 93. Updated all Workbooks – All Grants, Restoration Shops, Car Clubs, Schools 94. Grants Administration Flow Chart/Pipeline in-process Short Term Goals/Priorities: 1) Clearly communicate the differences and detailed processes related to internships, apprenticeships and funding them; 2) As much as we can with the schools, monitor work-based experiences (do-it-yourself internships) or voting to not provide gap funding for them; 3) Do not delay major donor fundraising, which is all relationship-based and time intensive; and 4) Leverage the turnkey aspects of processes and procedures implemented in 2015, enjoying the efficiencies that resulted.

April 2016

Arizona Regional Summit Meeting

Page 30

SAVE-THE-DATE: ARIZONA REGIONAL SUMMIT MEETING

Young People & Old Cars: The Future of Restoration – Exploring Developing Automotive Restoration Technology Curriculum at EVIT Co-Hosted by The Hagerty Education Program at America’s Car Museum (HEP) and East Valley Institute of Technology (EVIT) Wednesday, May 4, 2016 9:30am-3pm (Meeting/Program/Facility Tour) 4-6pm (HEPpy Hour Recap) East Valley Institute of Technology, 1601 W. Main Street, Mesa, AZ 85201 EVIT is a public career and technical education school serving approximately 5,000 high school students and adults at two centralized campuses in the East Valley of the Phoenix, AZ-metropolitan area. Led by a visionary superintendent and passionate faculty, the school's Main Campus in west Mesa includes a state-of-the-art automotive tech facility which can be utilized, adapted and added to for restoration programs. EVIT has been recognized as an A+ School of Excellence by the Arizona Educational Foundation, and is located near the heart of the growing "auto hot spot" of Phoenix and Scottsdale.

This summit meeting will explore the need for talent in a flourishing Collector Car Industry, the educational pathway to careers and road maps for success in developing restoration curriculum. It will also be the template for future summit meetings in other “auto hot spots” around the United States.

Speakers include faculty and staff from key colleges with automotive restoration degree programs, including McPherson College, McPherson, KS, Pennsylvania College of Technology, Williamsport, PA and The Academy of Art University, San Francisco, CA. Invitee List – 320+ invitees; Local restoration shops, schools/administrators, car clubs, collectors, car event organizers, industry, parents and national media, schools, graduates, shop workers, industry association Expected Attendees – 30-50 people Participant Registration Fee - $25-$50/person (optional, to help defray costs) HOTEL The Hilton Phoenix/Mesa has offered special rates for participants of this summit meeting, beginning at $123/night. Contact Kimberly Mehalos, Associate Director of Sales (Direct: 480-6103445). Online bookings will be possible and information about that sent to you soon.

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AGENDA 9:30am Coffee & Bagels Meet & Greet, “registration” 10am Auditorium 1. Welcome & Purpose/Goals – Sally Downey & Diane Fitzgerald 2. 30,000 Mile High View – Young People & Old Cars…The Future of Restoration – Lyn St. James 3. 25,000 Mile High View of The Collector Car Industry – National Media/Industry/School Expert – Diane Fitzgerald with ________________?

4. Agenda & Speakers – Diane Fitzgerald (Facilitator) a. The Argument for Restoration Curriculum – Randy Bush (Kip’s Motor Company, Dallas, TX)(Restoration Shop) BREAK b. The Need for Talent – Stacy Puckett (Classic & Exotic Service, Inc., Troy, MI)(Restoration Shop) c. The Talent – Ryan Levesque (Kip’s Motor Company, Dallas, TX)(student/graduate) d. Road Map for Success – The Good, The Bad and The Ugly 1) Amanda Gutierrez, VP, Automotive Restoration Technology, McPherson College, McPherson, KS (program launched in 1976) 2) Lloyd Buck, Automotive Restoration Curriculum Creator, Academy of Art University, San Francisco, CA (program launched in 2015) 3) Brett Reasner, Dean, Department of Transportation, Pennsylvania College of Technology, Williamsport, PA (program launched in 2012)(dial-in participant) 12pm EVIT Auto Tech Facility Tour Possible Speakers Along-The-Way: Tony Arme, Walt Brown, Greg Nel, Debbie Nel, SEMA 1pm Working Lunch (specific table assignments to enable engaging conversations about the content/ discussions from earlier in the day – impressions, suggestions, next steps) 2:30pm Wrap-up & Next Steps – Collector Testimonials (Philippe & Francoise Reyns? TG Mittler?

Dana Rapoport?) – Meeting Summary & Next Steps – Diane Fitzgerald 3pm Meeting Close – Closing Remarks – Sally Downey HEPpy HOUR 4-6pm HEPpy Hour Recap at The Hilton Mesa/Phoenix

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GRANT AWARDEES’ PROGRESS REPORTS

PLACEHOLDER PAGE

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Grant Awardees’ Progress Reports

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2016 GRANT APPLICATION DEADLINES & ANNOUNCEMENT DATES*

2016

Digital Deadline**

Announcement Date

Friday, December 11, 2015

Thursday, January 28, 2016

Tuesday, March 1, 2016

Tuesday, April 26, 2016

Friday, July 15, 2016

Tuesday, September 6, 2016

Tuesday, November 1, 2016

Tuesday, December 20, 2016

*2016 will have 4 grant deadlines, instead of the usual 3 annually, to accommodate those institutions and individuals who have budgeted the December 11, 2015 deadline into their Q4 plans. In 2017, we will return to 3 grant deadlines which are probably: March 1st, July 15th and November 1st (dates will be adjusted to fall on a weekday). **In addition to a digital copy, applicants are asked to submit a hardcopy application, for document-quality purpose

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AT-A-GLANCE APRIL GRANT APPLICATIONS Grant Statistics

Restricted Funds Available

● 9 Institutions sought grant assistance ● 15 Grants were submitted ● 8 Past Applicants, 7 New Applicants

● Butler: Ages 14-25 for car shop classes; $ 0.00 available ● Groendyke: 50% or $50K for McPherson College; $0.00 available ● Mittler: Young people car/classic boat restoration; $0.00 available ● Weinberger: Programs in Chicagoland; $4,500 available

McPherson College

2.

Pennsylvania College of Technology (PCT)

3.

The Learning Centers at Fairplex*

4.

Gig Harbor BoatShop

International Yacht 5. Restoration School, School of Technology & Trade* 6.

Maine Maritime Academy

7.

Sean Hunter*

Returning from 2016/ Auto KS Grant Awardee in 2016 Returning from 2015/ Auto PA Grant Awardee in 2015 Returning from 2015/ Auto CA Grant Awardee in 2013 Returning from 2015/ Marine WA Grant Awardee in 2015 Returning from 2016/ Marine RI Grant Awardee in 2016 Returning from 2015/ Marine ME Grant Awardee in 2015 Auto

NEW

PA

Funding Fit

1.

Past Status

Purpose of Grant

28 awarded/ $40,000 34 applied

5

Scholarship Funding: To provide eight scholarships to students in the restoration program (Pgs____)

15 awarded/ $10,500 23 applied

4

Gap Funding: To provide Gap Funding to four current PCT Students (Pgs____)

21 awarded/ $10,000 53 applied

Scholarship Funding: To provide 3 scholarships to students enrolled in the AXC program (Pgs____)

State Statistics 2005Present

Amount Requested

Institution Name

Marine/ Auto

State

● 8 Rejected Applicants ● 0 Postponed Applicants

Equipment & Scholarship Funding: Materials and scholarships for Project #2 of their Maritime Mentorship Program (Pgs____) Scholarship Funding: To provide four scholarships to students enrolled in IRYS School of Composites Technology (Pgs____)

28 awarded/ $16,618 38 applied

4

8 awarded/ 11 applied

$20,000

3

12 awarded/ $50,000 13 applied

4

Equipment Funding: To renovate the historic wooden schooner Bowdoin (Pgs____)

15 awarded/ 23 applied

4

Gap Funding: Gap Funding to help with food and living cost during his Internship this summer (Pgs____)

TOTAL AMOUNT REQUESTED FUNDS AVAILABLE THIS GRANT CYCLE

$1,960

$149,078 $100,000

* Sought grant assistance from HEP Staff

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Postponed/ Rejected

Past Status

State Statistics 2005Present

Amount Requested

Marine/ Auto

State

Individual / Institution Name

Reason for Postponing or Rejecting Grant

Rejected Applicants

Auto

Returning from 2016/ 28 awarded/ WA $35,000 Grant Awardee 38 applied in 2011

R

Returning from 2013/ 15 awarded/ PA $10,000 Grant Awardee 23 applied in 2012

R

8.

Clover Park Technical College (CPTC)*

9.

America on Wheels Museum

Auto

10.

El Paso Independent School District

Auto

NEW

TX

2 awarded/ $135,000 8 applied

R

11.

Tahoma High School

Auto

NEW

WA

28 awarded/ $18,000 38 applied

R

12.

Twin Valley Middle High School

Auto

NEW

VT

0 awarded/ 0 applied

$6,750

R

13.

Geek Group National Science Center

Auto

NEW

MI

56 awarded/ $15,000 88 applied

R

14.

Historic Lyme Village

Auto

NEW

OH

6 awarded/ 9 applied

$3,200

R

15.

Lowell’s Boat Shop & Museum

Marine

NEW

MA

6 awarded/ 10 applied

$15,000

R

TOTAL AMOUNT POSTPONED OR REJECTED

Total Grants Awarded (YTD) Total Grants Awarded (YTD) – Auto Total Grants Awarded (YTD) – Marine

Application focused on modern auto tech. CPTC has a strong restoration element making them a great potential fit; HEP staff will work with CPTC to put together a stronger grant application for the next cycle (Pgs____) Not a pathway to automotive restoration career. Focused on younger underserved students in the Allentown area (Pgs____) Funding request to start a restoration program; not an existing restoration program (Pgs____) Not a restoration project. Project is to build a 1923 Nostalgia T-Bucket kit car (Pgs____) Funding request to start a restoration program; not an existing restoration program (Pgs____) Not a pathway to automotive restoration career. Focused on underserved population in the Grand Rapids area (Pgs____) Not a pathway to automotive restoration career. Not a true automotive restoration program; no engine in the wagon (Pgs____) Not a pathway to automotive restoration career. Focused on students during afterschool and unsupervised hours; HEP does not fund staff/instructors (Pgs____)

$237,950

$83,000.00 $63,000.00 $20,000.00

76% 24%

* Sought grant assistance from HEP Staff

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2016 APRIL GRANT APPLICATION SUMMARIES

I.

AUTOMOTIVE RESTORATION APPLICANTS – PREVIOUS A.

Post-Secondary

1) McPHERSON COLLEGE, McPherson, KS (pgs TBD) About Them: McPherson College is the only college where you can earn a Bachelor’s Degree in Automotive Restoration Technology. The mission of their program is to be the center of excellence for students serious about careers in automotive restoration. Their program is celebrating its 40th anniversary.

Amount Requesting: $40,000 Requested Grant Money Used For: To provide eight scholarships to students in the restoration program.

Request Summary: These scholarships would be for $5,000 per student. Students apply for the scholarship funding through a formal application process. Faculty and staff in the restoration program then make selections of students who demonstrate solid classroom and laboratory performance as well as an aptitude and attitude for the work. Students who are selected for the scholarship will have at least one opportunity to travel to an automotive event within the academic year, further expanding their understanding of the automotive industry.

Goals: To ease the financial stress of students in the automotive restoration program. 98% of their students receive scholarship support and these funds are critical in helping them work toward their career goals.

Special Notes: A current McPherson College student will be an intern at ACM during the summer of 2016.

Previous Grants Received: i. Years: 2005-2006, 2008-2016 ii. Total Grants Awarded: $585,083.80 iii. Purpose: Scholarships, Equipment, Motorcycle Restoration Program, Lecture series, and Internships Funding Fit: 5

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2) PENNSYLVANIA COLLEGE OF TECHNOLOGY (PCT), Williamsport, PA (pgs TBD) About Them: PCT offers one of only a few college-level vintage vehicle restoration degree programs on the east coast. PCT students learn specialized restoration skills in the repair and maintenance of these rare, historical vehicles. With a rich curriculum in research, structural, mechanical, electrical, and refinishing skills, students are taught a fine attention to detail, quality craftsmanship, and professionalism that the automotive restoration industry demands.

Amount Requesting: $10,500 Requested Grant Money Used For: Gap funding for four students.

Request Summary: Four students have applied for gap funding through PCT for summer internships/apprenticeships for the summer of 2016.

CARLOS MALDONADO: Requesting $2,500 to help with housing, transportation, and other living cost while he interns as a Panel Shaper at Carolina Coachworks for three months. Carlos is currently in his first year of his Automotive Restoration degree. This internship is school-sanctioned. He has already completed his Automotive Technology degree and entered the restoration program after speaking with Roy Klinger, Automotive Restoration Instructor at PCT. Carlos has been involved in several restoration projects in the past year, the most distinguished being the restoration of a 1970 Chevelle SS. This vehicle won the first national AACA award in Charlotte, NC. PRESTON ROSE: Requesting $3,000 to help with housing, transportation, and other living cost while he pursues a possible internship and apprenticeship over the summer. Preston is in his second semester of his Automotive Restoration degree. This internship is schoolsanctioned. After he finishes his restoration degree he plans to add another two years of schooling to major in Business Management. Preston hopes to intern as a photographer at the AACA Magazine under West Peterson, traveling with him to national AACA meets to photograph, research and write about antique automobiles. Preston also plans to be an apprentice at D&D Restoration in Dayton, OH. He is hoping to learn metal fabrication during this apprenticeship.

KEVIN CASEY: Requesting $2,500 to help with housing, transportation, and other living cost while he interns at F40 Motorsports in Portland, CT. Kevin is currently in his first year of his Automotive Restoration degree and plans to also study business as his dream is to open his own shop someday. This internship is school-sanctioned. He has been interested

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in cars since he was young and has been told that he has a passion for cars that cannot be taught.

RYAN BOLLINGER: Requesting $2,500 to help with housing, transportation, and other living cost while he works as an intern this summer. Ryan is currently in his second year of his Automotive Restoration degree. This internship is not school-sanctioned. His passion is for pre-1950 automobiles and his favorite car is the 1948 Tucker Torpedo. Ryan will also pursue his business management degree at PCT. He hopes to become an auctioneer, restoration specialist, or a car dealer someday.

Goals: To provide gap funding to assist these four PCT students with housing and other living expenses. This support supplements their salary while they work as interns and apprentices over the summer.

Special Notes: i. Joe Kretz, who HEP funded last year, is a graduate of PCT and currently working as an apprentice at Precision Motor Cars. ii. These four students have each completed a Funding Request Budget to show need for this gap funding. The budgets can be found in the full grant application materials for PCT. Previous Grants Received: i. Years: 2012, 2015 ii. Total Grants Awarded: $90,000 iii. Purpose: Scholarships, Equipment purchase, Gap Funding Funding Fit: 4 B.

Secondary

1) No applicants at this time

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C.

Other Institutions 1) THE LEARNING CENTERS AT FAIRPLEX, Pomona, CA (pgs TBD) About Them: The Learning Centers at Fairplex provides a wide spectrum of innovative and enriching educational experiences that bring learning to life and benefit their diverse communities by preparing their participants for success. One of these programs is the Alex Xydias Center for Automotive Arts (AXC). Part of this program is teaching students hands-on automotive restoration skills.

Amount Requesting: $10,000 Requested Grant Money Used For: To provide scholarships to students enrolled in the AXC program.

Request Summary: This grant will provide scholarships to five students of the AXC program that are pursuing careers in the automotive restoration and maintenance industry.

Goals: The AXC program is intended to: 1) provide students with hands-on experience in the automotive sector, 2) explore related career options, and 3) support the development of employability skills to secure a job. AXC currently has 100 students enrolled in the program and another 35 students on a waitlist for the program. AXC targets high school students with an enthusiasm for automobiles and a desire to develop career-oriented technical skills in the automotive restoration industry.

Special Notes: They have helped place several students in automobile restoration careers since the start of the AXC program.

Previous Grants Received: i. Years: 2013 ii. Total Grants Awarded: $7,500 iii. Purpose: Program funding Funding Fit: 3

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II.

BOAT RESTORATION APPLICANTS – PREVIOUS A. Post-Secondary 1) GIG HARBOR BOATSHOP, Gig Harbor, WA (pgs TBD) About Them: The Gig Harbor BoatShop is located in the historic Eddon Boatyard on Gig Harbor’s working waterfront. They are tasked with perpetuating and interpreting the Eddon Boatyard and the local waterfront by delivering programs that focus on boat restoration and repair, boatbuilding, and boat use. They define WORKING WATERFRONT as the occupational trades and transitions, such as boatbuilding and professional fishing, combined with the cultural landscapes on which they depend.

Amount Requesting: $16,617.50 Requested Grant Money Used For: Project #2 of their Maritime Mentorship Program Request Summary: The grant money will be used to help fund materials and paid internships for project #2 of their Maritime Mentorship Program (MMP). Master boat builder, Tom Regan, will lead MMP’s second project which is the build of a 14’5” Gannet Sailing Dinghy.

Goals: The goal of MMP is to introduce young adults to hands-on boat restoration, boat building, and boat repair skills and techniques. Gig Harbor BoatShop wants to provide a program that will invigorate the mind-to-hand connection and pass on important skills in a manner that inspires the next generation of craftspeople.

Special Notes: MMP’s first project was supported by a HEP Grant awarded in 2015.

Previous Grants Received: i. Years: 2015 ii. Total Grants Awarded: $12,000 iii. Purpose: Internships and materials to start MMP Funding Fit: 4

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2) INTERNATIONAL YACHT RESTORATION SCHOOL, SCHOOL OF TECHNOLOGY AND TRADE (IYRS), Newport, RI (pgs 124-143) About Them: Since 1993, IYRS has been providing accredited experiential education programs to prepare students to excel in trades and technology industries that support the preservation and restoration of historic vessels, vehicles, and three dimensional objects.

IYRS students, including women and veterans, develop craft-focused technical and industrial skills which translate to a 90% job placement rate as skilled craftspeople.

Amount Requesting: $20,000 Requested Grant Money Used For: Four Scholarships to the IYRS School of Composites Technology Request Summary: The IYRS School of Composites Technology is a post-secondary 6month training program educating and certifying students to be workforce-ready with a skillset applicable to high skilled careers in industries such as automotive, boating, manufacturing, marine and watersports, construction, aerospace, green energy, aviation, and much more. The grant support would be vital in providing an affordable education and training program for students who are seeking to be innovative restores and makers.

Special Notes: They hope to develop a state-of-the-art 20,000 square foot Best Purpose Building on recently acquired adjacent land along the Newport waterfront to accommodate expanding enrollment.

Previous Grants Received: i. Years: 2007-2009, 2014-2016 ii. Total Grants Awarded: $41,000 iii. Purpose: Scholarships Funding Fit: 3

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3) MAINE MARITIME ACADEMY (MMA), Castine, ME (pgs TBD) About Them: Maine Maritime Academy (MMA) is the only college in the US with a dedicated sail training program that leads to a US Coast Guard license as mate on an auxiliary sail vessel. MMA students benefit from hands-on education and international seatime aboard the historic wooden schooner Bowdoin. The Bowdoin is a National Historic Landmark, the official vessel of the State of Main and the flagship for MMA’s sail training program. Their students show an eagerness to work in the boat restoration industry.

Amount Requesting: $50,000 Requested Grant Money Used For: To renovate the historic wooden schooner Bowdoin.

Request Summary: The grant funds would to used to replace the 30 year-old deck, stanchions and ceiling planks on the historic schooner BOWDOIN. This renovation project will provide an educational opportunity for students to learn the traditional skills of restoring and maintaining a historic wooden ship. Receipt of this grant would ensure that Bowdoin continues to honor her numerous public appearances and is in prime condition for her 100th birthday in 2021.

Special Notes: i. This is MMA’s second request for funding for this project. When they first applied, the estimated cost was $600,000, but now the actual cost is $870,000. Once the original deck was removed more rot was identified than anticipated. ii. The job placement rate for MMA graduates is in excess of 90% within 90 days of graduation.

Previous Grants Received: i. Years: 2015 ii. Total Grants Awarded: $5,000 iii. Purpose: Scholarships Funding Fit: 4 B. Secondary 1) No applicants at this time C. Other Institutions 1) No applicants at this time

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III.

INDIVIDUAL APPLICANTS – PREVIOUS A. Internships and Apprentices 1) No applicants at this time

IV.

AUTOMOTIVE RESTORATION APPLICANTS – NEW A. Post-Secondary 1) No applicants at this time B. Secondary 1) No applicants at this time C. Other Institutions 1) No applicants at this time

V.

BOAT RESTORATION APPLICANTS – NEW A. Post-Secondary 1) No applicants at this time B. Secondary 1) No applicants at this time C. Other Institutions 1) No new applicants at this time

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VI.

INDIVIDUAL APPLICANTS – NEW A. Apprenticeships & Internships 1) SEAN HUNTER (pgs tbd…)

Business/Location: Hagerty, Traverse City, MI Amount Requesting: $1,960 Requested Grant Money Used For: Gap funding to help with food cost and other living cost.

Request Summary: Sean is currently a student at Pennsylvania College of Technology. He graduated in May 2015 with an Associate’s Degree in Automotive Restoration and he is currently pursuing a Bachelor’s Degree in Applied Management. This summer he will be interning at Hagerty in Traverse City, Michigan for two months. Hagerty is paying for housing and transportation for Sean during his internship.

Special Notes: i.

Sean has interned at Hibernia Automotive Restoration and Auctions America in the past.

ii.

To establish need, Sean submitted a budget, as requested, which can be found in his full application.

iii.

Sean was present at the luncheon during HEP’s site visit to Pennsylvania College of Technology in October 2015. Most Board members had the pleasure of meeting Sean in person that day.

Funding Fit: 4

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2016 APRIL REJECTED GRANT APPLICATION SUMMARIES

VII.

AUTOMOTIVE RESTORATION APPLICANTS – PREVIOUS D.

Post-Secondary

3) CLOVER PARK TECHNICAL COLLEGE FOUNDATION (CPTC), Lakewood, WA (pgs TBD) About Them: Clover Park Technical College has a diverse student population. Their average student is 31 years old. Of their students, 47% are parents with children still living in the home, 34% are minorities, and 63% are females. CPTC offers over 40 degrees and 50 certificates in a variety of fields. One of these fields is Automotive Repair and Restoration.

The Automotive Collision Technician Program retains 70% of their students from start to finish of the program.

Amount Requesting: $25,000 - $35,000 Requested Grant Money Used For: To purchase a Resistance Spot Welder for the Automotive Collision Technician Program.

Request Summary: The Automotive Collision Technician Program is a prerequisite to Automotive Restoration and Customization. The purchase of the Resistance Spot Welder will enable the Automotive Collision Technician Program to teach the latest trend in vehicle construction and repair. This will enable CPTC to teach the students the industry standard method of repair.

Goals: CPTC strives to provide an industry-ready workforce for their community. These students will leave CPTC with the knowledge, training, and degrees/certificates required to earn a living wage and better Pierce County.

Special Notes: CPTC is an “Achieving the Dream” institution and is the recipient of the “MetLife Community College Excellence Award”.

Previous Grants Received: i.

Years: 2005-2007, 2011

ii.

Total Grants Awarded: $56,000

iii.

Purpose: Endowment Fund, Equipment, and Scholarships i. An early HEP award created an endowment scholarship fund. HEP has been giving “perpetually” since 2006 because of the creation of this fund.

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Funding Fit: 1

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E.

Other Institutions

2) AMERICA ON WHEELS MUSEUM, Allentown, PA (pgs TBD) About Them: America on Wheels is a year-round educational and recreational institution whose mission is to present and preserve the historical, social, cultural, and economic impact of our nation’s over-the-road transportation system. The museum displays authentic and unique vehicles and artifacts that present a comprehensive view of America’s transportation systems from the 1800’s to the present day, and beyond.

Amount Requesting: $10,000 Requested Grant Money Used For: Scholarships for students to attend the museum’s restoration program.

Request Summary: This grant will help provide scholarship money for about 2000 students to be able to visit and participate in the museum’s restoration program. This program teaches the major steps in the restoration of a collector vehicle including engines, chassis, photography, cataloging, documentation, body paint, chrome, upholstery, and much more.

There are four vehicles on display that represent a) the ideal restoration project, b) a preserved vehicle in original condition, c) a totally restored vehicle, and d) an example of a car that could be restored or preserved.

Goals: To provide scholarship money to students who cannot afford to attend the museum.

America on Wheels hopes to encourage younger students to appreciate the possibility of automobile restoration as a career path in the future.

Special Notes: i. The students come from underprivileged areas around Allentown. ii. Nicola Bulgari funded an exhibit about restoration that Keith Flickinger created and oversaw its development.

Previous Grants Received: i. Years: 2010 – 2012 ii. Total Grants Awarded: $29,600 iii. Purpose: Internships, Construction of the restoration learning center Funding Fit: 1

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VIII.

AUTOMOTIVE RESTORATION APPLICANTS – NEW D. Secondary 2) EL PASO INDEPENDENT SCHOOL DISTRICT, Center for Career & Technology Education, El Paso, TX (pgs TBD) About Them: The Center for Career & Technology Education (CCTE) is a technical school for juniors and seniors in the El Paso Independent School District (EPISD). EPISD is an open-enrollment public school district located in El Paso, Texas. CCTE was designed to ready students for careers outside of secondary school. Students can choose from 29 handson learning course, once of which is the Automotive Technology-Collision program. This is a two-year program that teaches hands-on automotive restoration.

Amount Requesting: $135,000 Requested Grant Money Used For: The grant money will be used to enhance the handson restoration segment of CCTE’s Automotive Technology-Collision program.

Request Summary: The breakdown for the grant request is $90,000 for two new paint booths and one paint mixing booth; $10,000 for restoration consumable supplies and materials to support the program enhancement; and $25,000 to support the creation of a new revenue-generating, scholarship-producing initiative including the purchase of the initial vehicle, restoration parts/supplies, and advertising and auction costs. The money generated on an annual basis will fund the upcoming project as well as provide scholarships to high school students. The final $10,000 will be used to purchase automotive computer technology such as sanders, spray guns, hand tools, digital camera, computer, etc.

Goals: Their mission is to “provide each student a seamless transition from the program of study to their post-secondary or career opportunities”.

Special Notes: EPISD was organized in 1882 and now has over 90 educational facilities including 11 high schools, 17 middle schools, 57 elementary schools, 6 district-wide schools and several magnet schools.

Funding Fit: 1

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3) TAHOMA HIGH SCHOOL AUTO SHOP, Covington, WA (pgs TBD) About Them: Tahoma High School opened their doors in 1927 and serves grades 10 through 12. The school offers a wide variety of tech prep, honors, Advanced Placement, and University of Washington “college in the high school� courses. On June 5th, 2015 ground was broken on a new Tahoma High School. When the new site was proposed, there was conversation around whether or not an auto shop should be part of the new school or eliminated. It was made clear to district officials that when taught with high expectations and standards, automotive technology can be a professional level career/industry ready training program that prepares students for entry level work in a high demand skilled trade.

Amount Requesting: $18,000 Requested Grant Money Used For: To build a 1923 Nostalgia T-Bucket kit car Request Summary: In an effort to promote automotive technology and leaning a skilled trade, the Tahoma Automotive Program would like to build a 1923 Nostalgia T-Bucket kit car. They plan to use the funds to purchase the entire kit from Speedway Motors, purchase the drivetrain, powertrain, and all the needed parts to build the entire car.

Special Notes: They plan to have the finished car painted by a local community college, and then use the car to promote the school in events and parades in the area.

Funding Fit: 1

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4) TWIN VALLEY MIDDLE HIGH SCHOOL, Whitingham, VT (pgs TBD) About Them: Twin Valley Middle High School has a population of approximately 250 students from grades 6-12. It is situated in rural Southern Vermont. They currently have a woodworking and small welding program but wish to expand their hands-on learning to include automotive maintenance and restoration. This year they added small engine repair and CNC (computer numerical control) classes.

Amount Requesting: $6,750 Requested Grant Money Used For: To purchase supplies to start their automotive maintenance and restoration program.

Request Summary: Twin Valley Middle High School wants to start an automotive maintenance and restoration program. They would like to purchase an auto lift, air compressor, air tools, and a locked tool box to keep everything safe. They plan to start with basic maintenance like tire care and oil changes and then expand the program in the future to classic car restoration.

Special Notes: They want to teach their students hands-on skills that they can take with them in their future endeavors.

Funding Fit: 1

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E. Other Institutions 2) GEEK GROUP NATIONAL SCIENCE CENTER, Grand Rapids, MI (pgs TBD) About Them: The Geek Group National Science Center provides support through handson STEM demonstrations and curriculum, vocational training, educational videos, and providing access to a network of knowledgeable, passionate individuals in all works of life.

Most of the students and individuals that these programs reach are 15-27 years old. Their 43,000 square foot facility is equipped with a car hoist and the tools needed to work on the cars, a fully functional machine shop that includes a CNC machine, an electronics department and a paint shop that has a sandblaster as well as air paint spray guns. They also have a knowledgeable staff to teach the students in their programs.

Amount Requesting: $15,000 Requested Grant Money Used For: To purchase a car, truck or boat for their Open Doors program and Applied Intellect young adults program.

Request Summary: The grant funds would be used to purchase a car, truck or boat to teach the students of their Open Door program and their Applied Intellect young adults program how to restore older vehicles. They believe there should be no barriers between a person who desires to learn and excel, and their opportunities to do so.

Special Notes: Geek Group National Science Center was founded in 1992 Funding Fit: 1

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3) HISTORIC LYME VILLAGE, Bellevue, OH (pgs TBD) About Them: The Historic Lyme Village is a 19½ acre complex dedicated to the mission that the past is a tool to educate the future. Using the 19th Century as the canvas, the village sets about presenting that image of an understandable, learnable past in any number of ways.

There are static buildings and displays and special events for the carefully planned school days that cater to thousands of students.

Amount Requesting: $3,200 Requested Grant Money Used For: To educate a new generation in the proper construction techniques of wooden wagons.

Request Summary: The grant money would be used to teach students how to restore and construct a wooden wagon. Students would use historical workshops, skills and techniques in blacksmithing and wagon construction that were common practices 125 years ago. The program is taught to eight students at a time.

Special Notes: The Historic Lyme Village is under new administration and their goal is to educate in one century by using another.

Funding Fit: 1

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2016 April Grant Application Summaries

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IX.

BOAT RESTORATION APPLICANTS – NEW D. Other Institutions 2) LOWELL’S BOAT SHOP & MUSEUM, Amesbury, MA (pgs TBD) About Them: Established in 1793 and cited as the birthplace of the legendary fishing dory, Lowell’s Boat Shop is the oldest continually operating boat shop in the US. As the sole survivor of the area’s renowned dory manufacturing industry, Lowell’s maintains its timehonored tradition as skilled craftsmen continue to build the dories and skiffs that were once the mainstay of the fishing industry in New England. Lowell’s Boat Shop is now a working museum and National Landmark. They are dedicated to preserving the art and craft of wooden boat building.

Amount Requesting: $15,000 Requested Grant Money Used For: To purchase materials and supplies for their Hiram Lowell Apprentice Program and their Transition to Work Program (TWP), develop curriculum, and support staffing needs.

Request Summary: The grant money would be used to help students attend both the Hiram Lowell Apprentice Program and the Transition to Work Program. The Apprentice Program meets three times a week throughout the school year and provides apprentices with the opportunity to participate in all phases of construction of a traditional Lowell’s Boat.

TWP meets after school twice a week during the school year and teaches basic coat building skills and provides job training to intellectually disabled young people.

Goals: Both programs are designed to instill in young teens and adults a sense of pride and a passion for craftsmanship and cultivate the next generation of stewards and boat builders in the marine industry.

Special Notes: i. The Hiram Apprentice Program is for students in grades 8-12. TWP is for young adults who have satisfied their high school requirements and are enrolled in work transition programs until they are 22 years of age. ii. A “dory” is a small, shallow-draft boat, about 16-23 feet long. It is usually a lightweight boat with high sides, a flat bottom, and sharp bows.

Funding Fit: 1

April 2016

2016 Rejected April Grant Application Summaries

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WEBSITE GRANT APPLICATION PROCESS

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Website Grant Application Process

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FULL GRANT APPLICATION MATERIALS McPHERSON COLLEGE

April 2016

McPherson College

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McPherson College

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McPherson College

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McPherson College

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McPherson College

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PENNSYLVANIA COLLEGE OF TECHNOLOGY (PCT)

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The Learning Centers at Fairplex

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The Learning Centers at Fairplex

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THE LEARNING CENTERS AT FAIRPLEX

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The Learning Centers at Fairplex

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The Learning Centers at Fairplex

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The Learning Centers at Fairplex

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GIG HARBOR BOATSHOP

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Gig Harbor BoatShop

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Gig Harbor BoatShop

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Gig Harbor BoatShop

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Gig Harbor BoatShop

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Gig Harbor BoatShop

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Gig Harbor BoatShop

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INTERNATIONAL YACHT RESTORATION SCHOOL, SCHOOL OF TECHNOLOGY AND TRADE (IYRS)

April 2016

International Yacht Restoration School, School of Technology and Trade

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International Yacht Restoration School, School of Technology and Trade

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MAINE MARITIME ACADEMY

April 2016

Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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Sean Hunter

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SEAN HUNTER

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Sean Hunter

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Sean Hunter

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Sean Hunter

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CHICAGO, IL AND SCOTTSDALE, AZ JANUARY 5TH HEPpy HOUR PROGRAM BOOK

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January 5 , 2016 HEPpy Hour Program Book

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January 5 , 2016 HEPpy Hour Program Book

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UNDER THE HOOD – JUMPSTARTING 2016

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Under the Hood – Jump Starting 2016

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Under the Hood – Jump Starting 2016

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ARIZONA CAR WEEK FOR HIGH SCHOOL CAR LOVERS

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Arizona Car Week for High School Car Lovers

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Arizona Car Week for High School Car Lovers

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CARS and CAPITAL MARKETS PROGRAM BOOK

April 2016

Cars and Capital Markets Program Book

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April 2016

Cars and Capital Markets Program Book

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