Domain 1: Professional Development and Relationship Building (13%) |
1A – Promote and provide continuing education presentations that are appropriately accredited (e.g., AIA, IIDA). |
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1B – Maintain or acquire personal certifications from various relevant organizations (e.g., CSI, IIDA). |
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1C – Build and maintain professional relationships via collaboration and professional memberships (e.g., CSI, IIDA). |
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1D – Assist in training staff at distribution partners and educate suppliers. |
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1E – Continue to be a student of the construction industry and develop avenues of sharing that information at the proper stage of the project. |
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1F – Participate in relevant industry events (e.g., tradeshows, tabletops). |
Domain 2: Pre-Design (30%) |
2A – Conduct background research on firm, including current projects and culture. |
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2B – Identify intended objective of calls and meetings. |
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2C – Educate on the value of using your product to A/E, Owner, Facility Managers, Contractor, Installer and Supplier based on relevant product information and related services. |
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2D – Establish customer’s learning objectives and match non-proprietary presentations to meet customer’s needs. |
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2E – Conduct product-specific presentations aligned with the represented organization's project needs. |
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2F – Follow-up with customer and firm after presentations. |
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2G - Monitor changing needs and expectations of the client. |
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2H - Inform customers of proper and improper product applications and incompatibilities for a project. |
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2I - Identify regional differences to provide optimal product/system and option selections for projects. |
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2J - Maintain current product information with A/E firms. |
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2K - Plan marketing effort or participate in promotional activities. |
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2L - Communicate product/system improvements, new products, literature, market needs and trends, and services back to manufacturers. |
Domain 3: Design Phase (25%) |
3A – Consult with designer/design team to learn and understand project design intent. |
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3B – Identify and recommend product, system, material, and services relevant to the project. |
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3C – Provide timely and accurate information (e.g., product, technical, lead-time estimation). |
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3D – Provide, review, and/or update specification sections for project specific products, systems, and materials. |
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3E – Provide supplemental information, materials, and services as needed (e.g., drawings, cut sheets, calculations, BIM). |
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3F – Provide budget pricing. |
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3G – Recommend ancillary products compatible with specified products, systems, and materials. |
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3H – Provide guidance on product integration with adjacent products and systems. |
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3I – Maintain understanding of current codes and regulatory standards in accordance with applicable products, systems, and materials. |
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3J – Provide information on storage, handling, installation, maintenance requirements, and warranties. |
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3K - Evaluate and recommend solutions for RFIs and proposal requests. |
Domain 4: Procurement (15%) |
4A – Provide required submittals (e.g., product information, shop drawings, calculations, samples, mock‐ups). |
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4B – Assess product, system, and material availability to meet project schedule. |
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4C – Evaluate and recommend solutions during preparation of addenda. |
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4D – Facilitate access to timely pricing on materials, systems, and products for bidding. |
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4E – Submit product, system, and material for prior approvals, when appropriate or required (includes substitutions). |
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4F – Identify qualified installers and applicators. |
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4G – Identify qualified product suppliers. |
Domain 5: Construction (17%) |
5A – Provide Contractor with product, system, and material information for delivery, storage, handling, installation, initial maintenance requirements, and warranty. |
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5B – Participate in project pre‐installation meetings when required or requested. |
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5C – Coordinate or provide information to obtain product, system, and material training or certification for installers/applicators. |
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5D – Perform site visits to evaluate site‐specific issues when required or requested. |
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5E – Observe product, system, and material installation when required or requested. |
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5F – Provide reports on project observations, inspections, or site visits. |
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5G – Coordinate with Contractor to ensure project schedule allows sufficient time between onsite field measurements, submittal review, and delivery after fabrication, along with any deviations. |
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5H – Provide support on product, system, and material information to construction team during commissioning. |
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5I – At project closeout, provide information for training, support, and maintaining warranties for Owner/facility maintenance staff. |